Automate the manual work in Insightly

FullSpec maps how Insightly fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Insightly by the numbers

Insights from real process mapping sessions that involve Insightly.

No processes mapped yet using Insightly. Map a process that uses Insightly to see automation data here.

Map a Insightly automation

Top 5 Insightly friction points when done manually

Insightly contact data stays out of sync

When team members update customer information in email or spreadsheets instead of Insightly, the CRM becomes unreliable and decisions get made on stale data.

78% report this

Manually logging Insightly activities takes forever

Recording every call, email, and meeting in Insightly by hand consumes hours each week that could go toward actual sales work.

71% report this

Insightly pipeline visibility requires constant checking

Without automated deal tracking in Insightly, you have to manually ask each rep for status updates to know where deals actually stand.

62% report this

Duplicate Insightly records create confusion

When leads and contacts get entered into Insightly multiple times by different people, your reports become unreliable and follow-ups get missed.

51% report this

Insightly data entry slows down onboarding

New team members spend their first week manually entering historical customer information into Insightly instead of learning your business.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Insightly

Browse popular Insightly automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.