January 16, 2017 10:33 PM 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 2016.

Insightly Inc. Key Developments

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.

Insightly Appoints Mark Ripley as Vice President of Sales

Insightly announced that Mark Ripley has joined the company as Vice President of Sales. With more than 15 years of sales leadership in Software as a Service (SaaS) companies like New Relic, Birst, WebEx and Mindjet, Mark brings a wealth of sales experience to the table.

Insightly Sidebar Extension Delivers Enhanced CRM Productivity

Insightly announced several new features developed to improve productivity and meet the sales CRM needs of its growing user base of small and midsize businesses, and enterprise teams. With its newest Chrome extension, the Insightly Sidebar provides a more streamlined experience for Gmail users. Insightly Sidebar Chrome Extension for Gmail users 'Delivers a seamless integration with Gmail, allowing users to save and access important emails or customer information in Insightly directly from their Gmail account. With the Insightly Sidebar, all the rich information about contacts, leads, opportunities, projects and other Insightly records can be accessed without the need to switch to a new tab in the browser, saving users time and effort. The extension can be used by Gmail users in the Chrome browser in conjunction with any Insightly plan. Gmail users without a Google Apps for Work account can also use the Insightly sidebar. Business Card Scanner: Scan, save, tag and set permissions for a single business card or a batch of cards. Once saved, scanned card details are transcribed from image to text and verified by real people for accuracy. Available for both Insightly’s iOS and Android native mobile apps. Mass email and sales templates- Email a group of customers or leads directly from Insightly, eliminating the need to export email addresses and switch to an email application. Users can also create email templates or customize pre-built templates directly in Insightly. Leads management: Import, tag and assign leads within Insightly. Users can review lead sources, ratings, industries and number of employees, as well as lead status. In the second half of 2015, Insightly will roll out additional features, including custom reporting and integration with Xero accounting software; Insightly released QuickBooks Integration in October 2014. Insightly drove the creation of the recently announced QuickStart Bundle for Office 365 which includes five third-party business apps designed for small businesses and integrated with Office 365.

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Private Placement
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