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
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
December 27, 2019
doesn't work at all? yikes
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A User of Insightly CRM Sidebar
December 7, 2019
This sidebar is useless. Look at what Zoho is doing with their sidebar. That is what I expect from a sidebar.
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Sheryll Fisher
November 26, 2019
Doesn't work.
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Brandon Williams
November 15, 2019
Good.
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A User of Insightly CRM Sidebar
November 6, 2019
I need it to work so badly - but it really doesnt
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A user of Insightly CRM Sidebar
March 20, 2020
I LOVE YOU
A user of Insightly CRM Sidebar
December 16, 2019
hi
Mario Strohm
October 29, 2019
So simple yet so terrible!
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