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Insightly CRM Sidebar
Build better customer relationships right in your inbox with the Insightly CRM Sidebar for Gmail.
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Overview
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
A User of Insightly CRM Sidebar
June 11, 2019
Freezes Gmail
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A User of Insightly CRM Sidebar
May 13, 2019
terrible and expensive gone to Capsule
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Luc Fortier
April 26, 2019
Totally sucks! I emailed support and their attitude was pretty much TS, deal with it! Time to look for another CRM.
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A user of Insightly CRM Sidebar
May 8, 2019
good
A User of Insightly CRM Sidebar
April 18, 2019
I installed this a few months back and it did nothing but freeze Gmail... not occasionally EVERYTIME I was using my email. So not only is the functionality less than before but I also have to disable the add on to get any work done. Now Insightly is retiring the side bar I wonder if it's time to move to a different database.
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Greg Dallaire
April 17, 2019
This add on will completely stall gmail from time to time making it extremely frustrating. Being able to save emails into specific projects is one the main reason I actually use insightly. This needs to get resolved
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Phil McCaffrey
April 17, 2019
Wow This totally sucks. Worst software upgrade I have ever worked with. Cannot put client emails from gmail into Insightly. What's the point? FIX IT
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Maria Bianchi
April 16, 2019
Insightly seems to have removed almost all functionality from the new integration - I can no longer send emails from it, or search contacts from me email, like I could using the old tool. As a result, Insightly as a whole is tremendously less useful to me than it used to be.
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A User of Insightly CRM Sidebar
April 16, 2019
The old version was SO much better. With the new version it is extremely cumbersome to attach a sent or received email to an opp whereas it used to be cinch. As a result, my team doesn't retain records as well as they used to.
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A User of Insightly CRM Sidebar
April 13, 2019
Pretty buggy and causes chrome to crash.
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Financial Freedom
April 12, 2019
As a relatively long-term Insightly user, this has been at least one step backward. I thought the Chrome sidebar was eliminated last year. In any event, the "new" Gmail Add On no longer has the orange button when you're sending an email, and wish to have it saved in Insightly. Anyone doing it through the Gmail Add On will realize it takes numerous additional steps to save outgoing emails from Gmail. It's now much more complicated and take time we don't have.
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