Insightly, the easy-to-use, modern and affordable CRM, has launched Copilot, a generative AI-powered assistant designed to enhance CRM interactions by making them simpler, faster, and more intuitive. This tool integrates natural language prompts and advanced automation into sales and marketing operations, transforming the CRM into a conversational partner that streamlines workflows and maximizes user productivity.
Quick Intel
Conversational Automation in Everyday CRM Workflows
Copilot allows users to perform complex actions through simple queries, such as summarizing lead status for leadership or identifying upsell opportunities among low-tier customers using all features. It eliminates manual processes by handling contact management, communication history, opportunities, and tasks with contextual accuracy and compliance.
Empowering Teams with AI-Driven Insights
The assistant supports sales, marketing, and customer success by offering proactive suggestions, generating personalized emails, surfacing trends, prioritizing leads, and accelerating deal cycles. It shifts focus from data entry to strategic actions, ensuring nothing is overlooked in customer relationships.
Steve Oriola, CEO of Insightly by Unbounce Go-To-Market Solutions, explained the impact: "Most teams use only a fraction of their CRM's capabilities," said Steve Oriola, CEO of Insightly by Unbounce Go-To-Market Solutions. "Copilot changes that by turning Insightly into an assistant that helps you get answers, stay organized, and drive revenue without added clicks or complexity."
Oriola further noted: "Copilot makes it possible for small and mid–market organizations to compete like enterprises," Oriola added. "It's a companion that helps your teams focus on customers and deals. Nothing gets lost, forgotten, or buried in notes."
Key Capabilities Enhancing CRM Usability
Copilot includes conversational task management for direct execution of instructions, AI-powered data hygiene to identify and clean duplicates, insight generation for trends and opportunities, and an intuitive interface that promotes adoption across skill levels.
Addressing low CRM adoption rates, where only 34% of sales teams fully utilize their tools, Copilot delivers enterprise-grade functionality in an accessible format, enabling small and mid-market businesses to achieve smarter decision-making and competitive efficiency.
This launch aligns with Insightly's focus on providing powerful yet user-friendly CRM solutions that align sales, marketing, and service teams for stronger customer relationships and revenue growth.
About Insightly
Insightly, by Unbounce go-to-market solutions, is a modern, affordable CRM that teams love. It's designed to elevate the customer experience by aligning sales, marketing, and service in one place. Easy to use, simple to customize, and built to scale, it solves the everyday pain points that legacy CRMs often overlook. With powerful insights shared across all teams, Insightly CRM helps organizations sell smarter, grow faster, and build stronger customer relationships.
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