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Insightly Inc.
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Overview
Build better customer relationships right in your inbox with the Insightly CRM Sidebar for Gmail.
CRM is where relationships happen. Email is where business happens. Bring the two together to save time, work smarter, and build better relationships with your customers.

With just a click, the Insightly Add-On allows you to save emails to your CRM and link them to the relevant people, deals, or projects. You can also create new leads and opportunities without leaving your inbox, and insert prebuilt email templates to save time and stay on message.

The Insightly Add-On works on any browser and device, as long as you’ve got an Insightly account. If you don’t have an Insightly account, sign up free at accounts.insightly.com.
Reviews
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A User of Insightly CRM Sidebar
July 22, 2020
why cant i uninstall this junk
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A User of Insightly CRM Sidebar
July 14, 2020
Doesn't really do anything to help. Sure would like some way to truly intergrate Gmail with Insightly by way of IMAP or something.
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Chris Piercey
June 26, 2020
This is just convoluted and expensive. I finally signed up Method CRM. It works with Gmail and Quickbooks and Android and Apple and Microsoft and Web Based. Im tired of looking.
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A User of Insightly CRM Sidebar
June 24, 2020
Would like to see it extended enough to cover adding links to other objects to include details. Linking orgs would ideally look up existing for you on the spot so you don't make the mistake of duplicating by accident.
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A User of Insightly CRM Sidebar
April 13, 2020
Per recent comments, the only features of the sidebar are the save/review the contact/lead, or to reply with a template. The features described in the video sound great, but they're not there. Would be great to hear if we're doing something wrong or if they've just minimized the features.
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A user of Insightly CRM Sidebar
May 19, 2020
So bad!
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A User of Insightly CRM Sidebar
April 6, 2020
Useless. The video describes some awesome features... that it seemingly no longer has! You can't do ANYTHING from within Gmail other than "Reply with template". What good is that? Anyway, BOOOOOO. Do what it says it can in the video and you might have something.
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A User of Insightly CRM Sidebar
February 21, 2020
It does not work. I have installed and uninstalled it multiple times. Insightly is going in the wrong direction as a CRM solution!
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A User of Insightly CRM Sidebar
February 20, 2020
I think bug fix attempts messed up one of my most used features (and the best)that the sidebar HAD offered. Somehow the ability to save incoming Gmail emails into the activity in the CRM is no longer available. It used to be that I could click the sidebar to file a reply into the CRM under the contact, but not now. Yes, it's a reply from a contact who was sent an email from the insightly ap itself. But no longer. :( Yes, I have uninstalled and installed multiple times and it still is not working.
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Steffen Trangeled
February 10, 2020
The functionality is seemingly limited to only "reply with template" or to add a new contact. This sidebar tool used to be much better (2018) but since sometime in 2019 its almost useless.
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A User of Insightly CRM Sidebar
December 30, 2019
It does not connect emails with insightly. Basically useless if it is not going to communicate past the first email, which is only saved if sent directly from Insightly. However, the plugin should be utilized to track progress in emails more closely, which it does not do. It only gives the option to save contact.
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A user of Insightly CRM Sidebar
August 1, 2020
....Reply to Hadriana,,,,you sure do get to many topics, a lot of issues, many of which I'm not up on. I still enjoy learning things from what you write....love, Susie
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A user of Insightly CRM Sidebar
August 1, 2020
There sure are a lot of varying topics,Hadriana, many of which I'm not up on....congrats..... you really get around!Susie
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