July 22, 2017 11:58 AM ET


Company Overview of Insightly Inc.

Company Overview

Insightly Inc. develops and sells Insightly, a Web based customer relationship management and project management application to small businesses in Australia and internationally. The company's Insightly comprises various features, such as project management, email integration, calendaring and events, custom fields and filters, notification and follow system, search, social integration, sync with Google, restrictive permissions, dashboard, Google Drive integration, file sharing, automatic address book, support for tasks and milestones, pipelines and activity sets, tags, and notes and comments, as well as a mobile app that allows customers to manage tasks, contacts, opportunities, and projects...

434 Brannan Street

2nd Floor

San Francisco, CA 94107

United States

Founded in 2011

Key Executives for Insightly Inc.

Founder and Chief Executive Officer
Vice President of Sales
Compensation as of Fiscal Year 2017.

Insightly Inc. Key Developments

Insightly Announces New Version of CRM Suite Designed to Improve Adoption and Productivity for Microsoft Outlook Users at Midsize Businesses

Insightly announced the latest version of its product. The new version features a deep Microsoft Outlook integration, as well as a redesigned technical architecture and user interface that helps sales teams improve their productivity. Improves Search Performance 10X, Helps Avoid Pitfalls of Slow, Legacy CRMs. Legacy CRM suites often involve slow, cumbersome interfaces that frustrate users and impede wide adoption.

Insightly Introduces its Virtual Assistant for Slack Enterprise Grid

Insightly announced a virtual assistant integration for Slack, the team communication platform. The Insightly Assistant allows businesses to easily keep track of customer interactions and manage leads, proposals, opportunities and projects from within Slack. This assistant permits companies to manage customer interactions and sales processes directly from Slack without having to switch applications, increasing productivity and team communication. One of the challenges for sales and marketing teams of growing businesses in 2017 remains improving workflow productivity. The Insightly Assistant relieves some of these challenges by helping teams focus on their most important opportunities and ensuring that users complete their most important tasks. Through the assistant, Slack users are notified about key CRM events, receive answers about business opportunities, and can update Insightly records, all without changing applications. While some CRMs deliver Slack integration or virtual assistants for enterprises and large organizations, no other solution offers them at a price point accessible to small and medium-sized businesses.

Insightly Announces New Security Enhancements to Combat Small Business Data Threats

Insightly announced several new features that improve security capabilities to create the most secure CRM available for small and midsize businesses, and enterprise teams. The Advanced Permissions feature, along with several other new security features, responds to market demand for greater protections for the sensitive information stored in CRMs, including SOC 2 compliance, a Recycle Bin feature to restore accidental data loss, and the ability to track user updates in sales opportunities. With small and medium businesses being the target for more than 60% of cyber attacks last year, owners are relying on their CRM solutions to protect their data. Insightly’s new Advanced Permissions feature, available on professional and enterprise subscription plans, creates layers of permissions based on the level of user so the right people can get to the right records without compromising data security. This limits the opportunities for human error and outside cyber attacks. In addition to the Advanced Permissions feature, Insightly will continue to support the security needs of sales teams and executives with the following: Security Organization Controls (SOC 2) – SOC 2 Compliance is a security standard developed by the AICPA (The American Institute of CPAs) and required by many industries managing sensitive data. Insightly has controls in place to prevent unauthorized third-party access and ensure data is safe, ultimately allowing for a SOC 2 certification; Recycle Bin feature – Human error is the No. 1 cause of data loss, so having a backup plan in place is key for business owners managing their contacts and projects through a CRM. The Recycle Bin feature allows customers to retrieve data that was accidentally deleted; and Opportunity History Report – This new report displays changes to a sales opportunity, creating a visible audit trail of user updates on any sales opportunity.

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