Insightly introduces AI into its CRM platform

• Insightly launched Copilot, an AI assistant that automates tasks, cleans data, and surfaces CRM insights
• The tool aims to boost adoption across sales, marketing, and customer success by making CRM use conversational
• Its debut follows a broader CRM trend, with vendors like Workbooks pushing AI‑driven, more predictive customer

We can now add Insightly to the ever-growing list of CRM platforms that are integrating Generative Artificial Intelligence (GenAI) tools to empower users, streamline workflows, and get the most out of their CRM.

Earlier this week, Insightly launched Copilot, an AI chatbot that allows users to “instantly automate tasks, retrieve context-rich insights, and manage customer relationships through simple queries.”