Download Insightly

Author: c | 2025-04-24

‎Download apps by Insightly, including Insightly Service and Insightly CRM. Download apps by Insightly, including Insightly Service and Insightly CRM.

The Insightly calendar - Insightly Help Center

Why can't I install Insightly CRM?The installation of Insightly CRM may fail because of the lack of device storage, poor network connection, or the compatibility of your Android device. Therefore, please check the minimum requirements first to make sure Insightly CRM is compatible with your phone.How to check if Insightly CRM is safe to download?Insightly CRM is safe to download on APKPure, as it has a trusted and verified digital signature from its developer.How to download Insightly CRM old versions?APKPure provides the latest version and all the older versions of Insightly CRM. You can download any version you want from here: All Versions of Insightly CRMWhat's the file size of Insightly CRM?Insightly CRM takes up around 46.6 MB of storage. It's recommended to download APKPure App to install Insightly CRM successfully on your mobile device with faster speed.What language does Insightly CRM support?Insightly CRM supports isiZulu,中文,Việt Nam, and more languages. Go to More Info to know all the languages Insightly CRM supports.

Insightly CRM - Insightly Help Center

17,000+ Insightly users currently use our CRM for Gmail Looking for a CRM for Gmail? Insightly integrates with the tools you are already using, so you can stay focused on your business, not your technology. 90% of your customer communication takes place in your email inbox. Now you can extract valuable customer information buried deep within your Gmail inbox and leverage it for contact management and lead management tasks. Our Insightly Sidebar Chrome browser extension gives you easy access to your Insightly CRM account while you’re viewing your Gmail inbox.* Must be a current Insightly customer to download the Gmail Sidebar App in the Chrome Web Store. View Gmail contactsView Insightly information for an email contact or lead, click the Sidebar’s Insightly icon and point your mouse cursor to the email contact. The contact’s name will appear in the title of the Sidebar. Navigate through the other icons to view related records.Add Gmail contactsCreate a new Insightly contact or lead from new prospective customers or inquiries you receive in your Gmail inbox.Save email messagesSave messages from your inbox or sent folder to Insightly from Gmail. Keep track of sent customer emails by using clicking a ‘Send & Save to Insightly’ icon button to send the message and save it to Insightly in one step.Manage CRM for Gmail on the goOur Android and iPhone compatible mobile CRM app makes it easy to access your contacts, tasks and projects whether you’re away from the office. Experience the Insightly platform for yourself

Insightly's Integrations - Insightly Help Center

CRM, such as Insightly. See more Insightly CRM vs. Zoho CRMInsightly CRM and Zoho CRM are both popular customer relationship management solutions designed to help businesses manage their interactions with customers, streamline processes, and improve overall efficiency. While they share common goals, there are distinct differences between the two platforms that cater to varying business needs.Benefits of Insightly CRMInsightly is known for its simplicity and ease of use, making it a suitable choice for growing businesses. The platform offers a user-friendly interface with a focus on contact and project management. Insightly integrates seamlessly with popular email platforms like Gmail, making it convenient for users who heavily rely on email communication.CRM is the core of your business and the single source of truth for daily operations. With this in mind, the basic CRM features are all covered with Insightly. It’s easy to add contacts, create opportunities, design and use pipelines, and send out quotes to close deals. Insightly also offers strong automation features to streamline repetitive tasks. Workflow automation allows users to set up triggers and actions based on predefined criteria, reducing manual efforts and improving efficiency. Additionally, Insightly provides detailed reporting and analytics tools, enabling businesses to gain insights into their sales pipeline, customer interactions, and overall performance.One of the standout features of Insightly is its robust project management capabilities that can be used post-sale to ensure project delivery. Users can create tasks, set milestones, and track project progress within the CRM. This integration of CRM and project management can. ‎Download apps by Insightly, including Insightly Service and Insightly CRM.

Clip Library Download Insightly Features Pricing Crm - Insightly

Which automatically creates a new lead record for each candidate. Recruiters convert leads to opportunities as relationships progress, yielding a highly scalable and trackable candidate management pipeline.Simplified KPI trackingInsightly’s built-in event management feature provides a convenient way to organize the team’s recruiting events. “We use Insightly to track all of our in-state and out-of-state events,” Jones said. “Insightly delivers much-needed transparency into the costs, candidates, and conversations that result from each event.”For maximum visibility, DPS links Insightly lead records back to their originating events. “Linking records allows us to track return on investment for recruiting events that we attend,” Jones said. “Insightly dashboards will play an important role in monitoring year-over-year changes in ROI.”Dashboards also simplify the analysis of internal performance metrics, such as team member activity. “We’re a competitive team,” Jones said. “Insightly dashboards deliver an at-a-glance summary of the recruiters who are the most active, which motivates everyone to maintain high levels of engagement and adoption.”Automated workflowsWorkflow automation in Insightly makes it easier for the talent acquisition team to work on the recruiting process—not just in it. “During our off-season, we spend time tweaking our processes and procedures for using Insightly,” Jones said. “We’re continuously refining our Insightly instance to achieve maximum consistency and reap the most benefits from the system.”Using Insightly to automate reminders, tasks, and processes has already made a noticeable impact on productivity. “Insightly provides everyone with greater clarity and makes it easier for recruiters to reach out to candidates in a timely fashion,” Jones said.Integrated efficiencyThe Insightly Sidebar for Outlook delivers an additional layer of automation. “Many of our recruiters use the Insightly integration with Outlook to add reminders and tasks from their inboxes,” Jones said.The team is also exploring other value-added integrations with Insightly. “Power BI integration could deliver additional insights by joining

Application Information for Insightly Sidebar by Insightly Inc

Email in Insightly? Check out the video below to learn about them.Email TemplatesSend out emails quicker and with more consistency by using pre-populated email templates. When you create an email template, it’s available to all the users on your Insightly account.Email templates can be sorted into objects and categories to help you organize and group them.Additionally, templates can be used with Workflow Automation, which can send an email for you when it’s triggered by a change on a record.After the template is saved, all of your Insightly users will be able to select it from the categorized template list when composing new messages.You can use your Insightly mailbox address to save emails as well. Insightly goes a step further than your regular email by scanning and linking that email to existing records in your CRM.How Insightly links your messagesWhen you save an email to your Insightly mailbox, the system scans for email addresses and domains so it can automatically link the message to matching contacts and organizations. If Insightly does not find matching records, it will create the contacts and organizations for you.The linking only supports emails with headers in English, so they must read “From,” “To,” “CC,” and “BCC.” If your email program is set to a different language, Insightly may not be able to recognize the proper fields and complete the links.Using To and CC fields have very different results when the email is received by Insightly. BCC is another option, but isn’t recommended.Let’s look at how each

Insightly's Mobile Application - Insightly Help Center

HIPAA Compliance ChecksDoes the CRM/platform have a firm Business Associate Agreement (BAA)? If the CRM vendor is considered a business associate under HIPAA, ensure they are willing to sign a BAA with your organization. A BAA is a legal agreement outlining the vendor’s responsibility to protect PHI as HIPAA requires.Is the CRM secure enough for your PHI? Assessing the security of a CRM system requires a thorough evaluation of the CRM’s security features, such as strong encryption protocols, role-based access permissions, and a secure method for data deletion and disposal.Does the ToS affirm HIPAA compliance? Ensure the CRM vendor explicitly states that their platform is HIPAA compliant within their Terms of Service (ToS). HIPAA compliance involves specific technical, physical, and administrative safeguards to protect PHI.Yes, Insightly is HIPAA compliant. Insightly CRM was built with healthcare businesses in mind, providing the administrative, physical, and technical safeguards required to operate as a compliant business associate.How Insightly Keeps Customer ePHI Data Safe and Secure Administrative Safeguards:Security Management ProcessAssigned Security PersonnelInformation Access ManagementWorkforce Training & ManagementContingency Plan EvaluationPhysical Safeguards:Facility Access and ControlWorkstation and Device SecurityTechnical Safeguards:Access ControlAudit ControlIntegrity ControlsTransmission SecurityEncryptionAny HIPAA-regulated business that signs a BAA with Insightly benefits from a robust network of layered safeguards, including:In transit data encryption with TLS and perfect forward secrecyCryptographic one-way password hashing and saltingTwo factor authenticationFull and complete audit logging to ensure data integrity and security Configurable fine-grained controls over user profiles and permission setsControls to define role-based hierarchies, roles, and security rules to govern data accessContinual monitoring of services for anomalies and security and access violationsWhile a formal BAA is integral to establishing compliance with HIPAA provisions, Insightly customers enjoy this level of security by default. The Insightly Engineering team also continuously reviews platform security, conducts routine penetration testing, and thoroughly audits new code across all apps before accepting and integrating into the platform. Does Insightly have a firm Business Associate Agreement (BAA)? Yes, all Insightly customers enjoy this level of protection by default. Is Insightly secure enough for your PHI? Yes, Insightly is secure enough to store PHI with a wide range of security features such as two-factor authentication, audit logging, role-based controls and permissions, and more!Insightly has a comprehensive set of controls, measures, and procedures to comply fully with the HIPAA provisions required in its capacity as a business associate. Insightly also offers extensive security features that customers can utilize in their Insightly instance to address HIPAA Security Rule requirements.Is Zoho HIPAA Compliant?Yes, Zoho currently offers HIPAA-compliant CRM functionality. As a Business Associate, Zoho CRM ensures customers can:Assess and track data sources. Customer information from web forms, APIs, manual data entry, and third-party integrations can be stored and tracked within each customer’s record details.Encrypt. ‎Download apps by Insightly, including Insightly Service and Insightly CRM. Download apps by Insightly, including Insightly Service and Insightly CRM.