April 26, 2018 7:15 PM ET

Software

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

Key Executives for Insightly Inc.

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

Insightly Inc. Key Developments

Insightly CRM Opens Engineering Office in Vancouver

Insightly announced the opening of a new office in Vancouver, British Columbia. The office will form an engineering hub for employees building new capabilities for Insightly’s web and mobile CRM software which is used by businesses of all sizes. Headquartered in San Francisco, Insightly has undergone rapid growth and increased its headcount by more than 100% in 2017 to over 160 employees. This will be the first international office for Insightly, located on Georgia St. in the heart of Vancouver. The location features 360 degree views of the picturesque Vancouver skyline and includes a shopping center, food courts and underground access to the Burrard station.

Insightly Appoints Kelly Roy as Vice President of Customer Success

Insightly announced that it has hired Kelly Roy to expand its customer success organization. Kelly will broaden the scope of these programs and double the organization’s size in order to serve the increased volume of midsize customers choosing Insightly. Kelly brings more than 15 years of leadership experience in CRM and Software as a Service (SaaS) companies like salesforce.com, iLinc, Infusionsoft, Intuit and eloyalty. Kelly brings a wealth of customer success experience to the table. At salesforce.com she spent six years in a variety of customer success, sales and technical roles designed to acquire and serve enterprise customers.

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.

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