Insightly
{{Short description|American computer technology company}}
{{Infobox company
| name = Insightly, Inc.
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| logo = Insightly wordmark.svg
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| type = Private
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| founded = {{start date and age|2009}} in Perth, Western Australia, Australia
| founder = Anthony Smith
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| hq_location_city = San Francisco
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| industry = Software
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| products = CRM software
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| num_employees = 190
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| website = https://www.insightly.com
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Insightly, Inc. is a private computer technology company headquartered in San Francisco, California.
Products
The company develops cloud-based customer relationship management (CRM) and project management tools for small and medium size businesses.{{cite web|url=http://www.kmworld.com/Articles/News/News/Insightly-Online-CRM-Announces-Workflow-Automation-and-Mobile-Enhancements-115160.aspx|title=Insightly Online CRM Announces Workflow Automation and Mobile Enhancements|publisher=KM World|first=Joyce|last=Wells|date=December 9, 2016|access-date=January 24, 2017}} Insightly distributes its CRM and project management tools to customers using a freemium model.{{cite web|url=https://www.forbes.com/sites/petercohan/2012/10/04/matt-holleran-silicon-valleys-business-freemium-go-to-guy/2/#3a2bc46a7560|title=Matt Holleran: Silicon Valley's Business Freemium Go-To Guy |work=Forbes|first=Peter |last=Cohan |date= October 4, 2012 |access-date=June 9, 2016}}
History
The company was founded in Perth, Australia, by Anthony Smith in 2009.{{cite web|url=http://www.businessnewsdaily.com/5266-insightly-anthony-smith-crm-small-business.html|title=Insightly Founder Anthony Smith on CRM for Small Business|publisher=Business News Daily |first=Nicole |last=Fallon|date=October 12, 2013|access-date=June 9, 2016}} The Insightly CRM platform was designed to integrate with Google Apps products.{{cite web|url= http://smallbiztrends.com/2014/04/smith-insightly-how-to-attract-20000-users.html|title=Anthony Smith of Insightly: How to Attract 20,000 Users in 3 Months|publisher=Small Business Trends|first=Brent |last=Leary |date=April 11, 2014 |access-date=June 9, 2016}}{{cite web|url=http://tabtimes.com/insightly-targets-small-business-free-crm-project-management-app-6657/|title=Insightly Targets Small Business With Free CRM, Project Management App For iPad and iPhone|publisher=TabTimes|date=December 4, 2012|access-date=June 9, 2016}} In 2012, the company relocated to San Francisco,{{cite web|url=https://www.forbes.com/sites/petercohan/2012/09/18/anthony-smiths-short-hop-from-perth-to-san-francisco/#2c4123381c8e|title=Anthony Smith's Short Hop From Perth to San Francisco|work=Forbes |first=Peter |last=Cohan|date=September 18, 2012|access-date=June 9, 2016}}{{cite web|url=http://tech.co/company-culture-insightly-2014-05|title=Inside the Company Culture of Insightly:"We're Not the Typical Bunch of Under-25 Guys"|publisher=Tech Cocktail|first=Kira |last=Newman|date=May 30, 2014 |access-date=June 9, 2016}} where it raised $3 million in funding led by Emergence Capital Partners. Insightly used the funding to develop its CRM tools outside of the Google Apps platform, so that it could be an independent CRM.{{cite web|url=http://www.tmcnet.com/topics/articles/2012/10/05/310850-insightly-using-3-million-funding-go-beyond-google.htm|title=Insightly Using $3 Million Funding To Go Beyond Google Platform|publisher=TMCnet |first=David |last=Gitonga|date=October 5, 2012|access-date=June 9, 2016}} In December 2012, Insightly released its CRM app for iOS devices.{{cite web|url=http://www.cmswire.com/cms/customer-experience/insightly-releases-customer-relationship-management-app-for-ios-devices-018600.php|title=Insightly Releases Customer Relationship Management App for iOS Devices|publisher= CMS Wire|first=Dan |last=Berthiaume |date=December 5, 2012|access-date=June 9, 2016}} In June 2013, the company launched integration between Microsoft Office and Outlook.{{cite web|url=http://www.zdnet.com/article/insightly-links-cloud-crm-with-microsoft-office-365-outlook-2013/|archive-url=https://web.archive.org/web/20141223211919/http://www.zdnet.com/article/insightly-links-cloud-crm-with-microsoft-office-365-outlook-2013/|url-status=dead|archive-date=December 23, 2014|title=Insightly Links Cloud CRM With Microsoft Office 365, Outlook 2013|publisher=ZDNet|first=Heather |last=Clancy |date=June 5, 2013|access-date=June 9, 2016}}
In September 2013, Insightly raised $10 million in Series B funding from Emergence Capital Partners, Sozo Ventures and TrueBridge Capital Partners. The company had over 184,000 customers in 100 countries.{{cite web|url=https://techcrunch.com/2013/09/12/insightly-raises-10m-for-crm-service-wrapped-in-an-email-app/|title=Insightly Raises $10M For CRM Service Wrapped in an Email App|publisher=TechCrunch|first=Alex|last=Williams|date=September 12, 2013|access-date=June 9, 2016}} The company released an update to its user interface and simplified integration between Apps in 2014.{{cite web|url=http://www.zdnet.com/article/insightly-overhauls-interface-simplifying-integration-with-other-cloud-apps/|archive-url=https://web.archive.org/web/20141223083901/http://www.zdnet.com/article/insightly-overhauls-interface-simplifying-integration-with-other-cloud-apps/|url-status=dead|archive-date=December 23, 2014|title=Insightly Overhauls Interface, Simplifying Integration With Other Cloud Apps |publisher= ZDNet|first=Heather |last=Clancy |date=March 10, 2014 |access-date=June 9, 2016}} In October 2014, Insightly announced integration with Dropbox and QuickBooks Online.{{cite web|url=http://www.destinationcrm.com/Articles/CRM-News/CRM-Featured-News/Insightly-Integrates-CRM-Solution-with-Quickbooks-Online-Dropbox-and-Box-100002.aspx|title=Insightly Integrates CRM Solution With Quick books Online, Dropbox and Box|publisher=Destination CRM |first=Maria |last=Minsker |date=October 17, 2014|access-date=June 9, 2016}}
Insightly announced a partnership with cloud accounting software company, Xero, in 2015.{{cite web|url=https://www.zdnet.com/article/xero-brings-cloud-accounting-to-adobe-bigcommerce-and-insightly/|title=Xero Partners With Adobe, Bigcommerce, and Insightly|publisher=ZDNet|first=Aimee |last=Chanthadavong|date=August 13, 2015 |access-date=June 9, 2016}} In 2016, Insightly raised $25 million in Series C funding led by Scott Bommer, CEO of SAB Capital Management, as well as earlier investors in the company. In July 2016, Insightly also added Microsoft Power BI integration and updated its lead assignment rules.{{cite web|url=https://www.pcmag.com/article2/0,2817,2415234,00.asp|title=Insightly CRM|publisher=PC Magazine|first1=Sarah |last1=Kovac|first2=Rob |last2=Marvin|date=July 29, 2016|accessdate=August 24, 2016}} Insightly added CRM security features to its platform allowing clients to protect sensitive information, recover deleted data, and track changes to sales opportunities in October 2016. The features comply with the standards developed by the American Institute of Certified Public Accountants.{{cite web|url=https://www.martechadvisor.com/news/crm/insightly-announces-new-security-enhancements-to-combat-small-business-data-threats/|title=Insightly Announces New Security Enhancements to Combat Small Business Data Threats|publisher=Martech Advisor|first=Shabana|last=Arora|date=October 11, 2016|access-date=January 24, 2017}}{{cite web|url=http://searchcrm.techtarget.com/news/450403758/Insightly-adds-CRM-security-to-its-product|title=Insightly Adds CRM Security to its Product|publisher=Tech Target|first=Jesse|last=Scardina|date=November 29, 2016|access-date= January 24, 2017}} In December 2016, the company added workflow automation tasks to its platform and expanded its mobile application's search reach, allowing integration with Dropbox, Google Drive, OneDrive, PandaDoc and Evernote.{{cite web|url=https://www.martechadvisor.com/news/crm/insightly-announces-workflow-automation-mobile-enhancements-for-small-and-growing-businesses/|title=Insightly Announces Workflow Automation, Mobile Enhancements for Small and Growing Businesses|publisher=Martech Advisor|first=Sneha|last=Nalawade|date=December 6, 2016|access-date=January 24, 2017}} In 2016 the special business card scanning app Business Card Reader for Insightly CRM developed by one software company appeared on Google Play and Call Tracker for Insightly CRM in 2017.
As of April, 2016, the company had raised $40 million in funding.{{cite web|url=http://fortune.com/2016/04/19/startup-insightly-snags-series-c/|title=Scrappy Sales Software Startup Snags More Backing|publisher=Fortune|first=Heather |last=Clancy |date=April 19, 2016 |access-date=June 9, 2016}} In July 2017, Insightly released a new version of CRM Suite featuring Microsoft Outlook integration and a new user interface.{{Cite news|url=https://www.demandgenreport.com/features/news-briefs/insightly-launches-new-crm-suite-software-for-sales-productivity|title=Insightly Launches New CRM Suite Software For Sales Productivity|last=Halchak|first=Matthew|access-date=2018-07-02|language=en-gb}}
In September of 2019, Insightly adding a marketing automation application to the platform.{{Cite web |last=admin-ectnews |date=2019-09-10 |title=New Insightly Marketing Platform Modernizes Legacy CRM |url=https://www.crmbuyer.com/story/new-insightly-marketing-platform-modernizes-legacy-crm-86233.html |access-date=2023-06-21 |website=CRM Buyer |language=en-US}}
In 2021, Insightly launched an integration tool called AppConnect and a customer service ticketing tool called Insightly Service. {{Cite web |last=Jepma |first=William |date=2021-09-23 |title=Insightly Expands its Offerings with the Launch of a New Service Platform |url=https://solutionsreview.com/crm/2021/09/23/insightly-expands-its-offerings-with-the-launch-of-a-new-service-platform/ |access-date=2023-06-21 |website=Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions |language=en-US}}
Shortly after instituting a work from home policy in March 2022 for the COVID-19 pandemic, Insightly announced it would be permanently be a fully remote workforce.{{Cite web |title=Loading... |url=https://board.fastcompany.com/profile/https://www.fastcompany.com/90899007/from-a-40k-square-foot-headquarters-to-fully-remote-six-things-we-did-to-successfully-transition |access-date=2023-06-21 |website=board.fastcompany.com}}
In July 2024 Insightly was purchased by Private Equity company CrestRock Capital{{Cite web |title=Crest Rock Partners announces its portfolio company, Unbounce, has merged with Insightly|date=22 July 2024 |url=https://www.crestrockpartners.com/news/insightly |access-date=2025-02-05}} and subsequently merged with Marketing company Unbounce.