Webinar Library

Recorded webinars and short videos covering the platform. Each entry is a recording rather than a written guide, so use these for orientation and the linked guides for procedure.

On this page:

• Platform walkthroughs
• Feature deep dives
• Short videos

Platform walkthroughs

Navigating your Insightly CRM. A product expert walks through the platform for new and existing users: managing records so information stays current, using tasks so nothing falls through the cracks, sending and saving emails, and staying connected through the mobile app. Useful to admins and users alike.

Configuring Insightly CRM. For new admins or anyone after configuration best practice. Covers contact management, pipeline management for closing deals faster, project management for on-time delivery, advanced features including custom objects and apps for a growing team, and dashboards and reports for tracking results.

Insightly Overview Webinar. An overview and product demo covering how Insightly helps increase sales, improve internal collaboration and efficiency, deliver better customer interactions, and give both a macro and micro view of the business.

Feature deep dives

Introducing Insightly AppConnect. Insightly founder and CEO Anthony Smith with customer Joanna Falcone, VP of Central Operations at Better Earth Solar, on integrating Insightly with the other apps a business runs on, the library of over 500 pre-built connectors, and the drag-and-drop builder.

Secure and Protect Your Data. Melinda Prescher and Dan Phillips demonstrate validation rules and advanced permissions for securing data and improving input reliability, with Maud Levasseur, Director of Platform Operations at Adsquare, on the effect at her organization.

Make Better Decisions by Visualizing Your Data. Melinda Prescher and VP of Sales Mark Ripley on real-time visualizations in Insightly Dashboards, with Jonathan Bernwieser, Founder and CEO of Agrando, on using dashboards for data-driven decisions.

Boosting Productivity Through Customization. Melinda Prescher with Charlana Tanner, Business Systems Administrator at SIGMA Equipment, on using customization to drive employee engagement and adoption, and the effect on data quality and customer experience.

Streamline Business Processes Using Automation. Melinda Prescher and Andrea Lodigiani demonstrate Workflow Automation, with Jennifer Nietz, VP at COACT, on how her company uses it.

Short videos

Welcome to Insightly.

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