Insightly CRM – Product Demo and Overview

Video Description

Watch the 2026 updated demo here: https://youtu.be/CeySbHdbjV4 With applications to support Sales, Marketing, Customer Service, and integrations... Insightly's platform is a modern, scalable solution that aligns go-to-market teams around a single view of their customer and helps businesses sell smarter, grow faster, and build long-lasting relationships. Insightly sales enablement manager, Sarah Gradolf, is going to bring you through an introductory product demo of Insightly's CRM application, used to manage relationships, sales, and projects. In this demo, you'll learn: 1. Insightly's customizable dashboards and reporting that are available to provide real-time, actionable visibility into the metrics that matter to your business 2. Insightly's many-to-many relationship-linking structures for Contact to Account mapping and management. 3. Insightly's native Email integrations that are available with Gmail and Outlook to drive productivity. 4. How Insightly supports management of the customer journey from converting new Leads into qualified sales opportunities through to tracking progress on post-sales deliverables using our native Project Management functionality. Try Insightly for free or request a demo. Simply visit www.insightly.com to sign up. 00:00 Introduction 01:05 Insightly overview 02:08 Dashboards and customization 03:43 Account & Contact management 06:53 Gmail & Outlook integrations 07:28 Converting leads into opportunities 10:14 Managing opportunities (Kanban view) 11:22 Converting opportunities into projects 11:58 Summary + next steps #InsightlyCRMDemo #InsightlyDemo #InsightlyProductDemo