Insightly Extends Its Industry Leading CRM with New Territory Visualization, Analytics, and Pricing and Quoting

Insightly, the CRM for building lasting customer relationships, today announced the latest version of its product. The new version features innovations in territory visualization, pricing and quoting, and analytics.

One of Insightlys core values is that we build product that makes the complex, simple, said Anthony Smith, founder and CEO, Insightly. We have always taken great care to ensure that our product is beautifully designed, yet functionally rich enough to address a broad range of use cases across all industries. With this new release, we have further extended our core functionality, without ever compromising on user experience and ease of use.

Enterprise Grade Data Visualization and Analytics For Midsized Businesses

Capturing and storing large volumes of data about customers and the signals they emit while making purchasing decisions is easier now than ever before. The challenge is being able to derive actionable insight from these data and delivering it to the business users as they need it and in a format that is easy to use, understand and share.

In 2019, CRM will start to evolve to include actionable customer intelligence gleaned from unstructured interaction data to allow for true one-to-one conversations. The data that fuels intelligence will include broader demographic and firmographic data, conversational styles, buying indicators, social data, relationship graphs, and influencer relationships, wrote Kate Leggett, vice president and principal analyst, in a Forrester Research report1.

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Midsized businesses face the exact same challenges as larger enterprises but oftentimes lack the resources to tackle them. Insightly CRM offers enterprise-grade data visualization and business intelligence, right out of the box and at no extra cost. This latest release adds even greater capabilities to enable users to gain deeper insights and make better decisions about their business and customers, including:

  • Territory Visualizationbusinesses can now visually represent key metrics such as territory coverage, sales pipeline, deals closed and active projects, all geographically on more than 30 regional and international maps. No other CRM offers this. This innovation further extends last years highly successful debut of enterprise-grade reports, cards and dashboards.
  • Calculated Fieldsincorporate calculations into reports, cards and dashboards using source data from within the CRM and perform a broad array of mathematical functions and logic. The resulting analysis can be rendered in multiple formats.
  • Custom Validationbusiness rules that govern important transactions can now be invoked within the CRM at point of creation to ensure consistency and avoid missteps. For example, businesses can ensure that price discounts offered on products in a particular region fall within the allowable range, during the quoting process.

Product, Price Books and Quotes Complete An Already Extensive SFA Feature Set

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As Insightly continues its rapid expansion into the midmarket, the relative sophistication of CRM implementations increases. Supporting these implementations requires adding core functionality that addresses new frequently requested use cases, out of the box. One such use case is for businesses to have the ability to price products and deliver quotes, directly from within the CRM during the opportunity management process. As a result, internal processes are streamlined, efficiencies gained and customer experiences are significantly enhanced.

About Insightly

Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. Learn more at

1 The Five CRM Trends in 2019 That Will Shape Engagement, Relationships and Revenue, Forrester, Kate Leggett with Daniel Hong, Sarah Dawson and Peter Harrison, 1/22/2019.

Michael Kellner
[email protected]