- Insightly launched Copilot, an AI assistant that automates tasks, cleans data and displays CRM insights
- The tool aims to drive adoption in sales, marketing and customer success by making CRM usage conversational.
- Its debut follows a broader CRM trend, with vendors like Workbooks offering more predictive and AI-driven customer solutions.
We can now add Insightly to the ever-growing list of CRM platforms that integrate 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 information, and manage customer relationships through simple queries.”
“Most teams are only using a fraction of their CRM’s capabilities,” said Steve Oriola, CEO of Insightly. “Copilot changes that by turning Insightly into an assistant that helps you get answers, stay organized, and generate revenue without added clicks or complexity.”
In a press release shared with TechRadar ProInsightly said Copilot has four key features:
Conversational task management (allowing users to say or type what they want Copilot to do)
AI-powered data hygiene (using Copilot to identify duplicates, clean records and maintain accuracy)
Information generation (allowing users to proactively surface key trends, priority leads and follow-up opportunities)
Ease of adoption (with an AI chatbot, the use of the CRM becomes more intuitive for everyone, regardless of their skill level).
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Insightly says the AI chatbot can be used by different departments, including sales, marketing and customer success.
“Copilot allows small and medium-sized businesses to compete like businesses,” Oriola added. “It’s a companion that helps your teams focus on customers and deals. Nothing gets lost, forgotten or buried in notes.”
Less than a week ago, another CRM platform – Workbooks – announced something similar, claiming that the “new era of CRM” had arrived. “AI will define the next generation of customer engagement: more predictive, more personalized and, ultimately, more profitable,” said the CEO of Workbooks at the time.
The same company also claims that 90% of UK business leaders use AI regularly, but only 16% have integrated it into their CRM. Insightly makes a similar claim, saying that recent research showed that only 34% of sales teams fully adopted their CRM.
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