- Insightly launched Copilot, an AI assistant that automates tasks, cleans data and generates CRM insights
- The tool aims to increase adoption across sales, marketing and customer success by turning CRM usage into conversation
- Its debut follows a broader CRM trend, with vendors like Workbooks pushing the AI-powered, more predictive customer
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, pull contextual insights and manage customer relationships through simple queries.”
“Most teams use only 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 extra clicks or complexity.”
In a press release shared with TechRadar ProInsightly said Copilot has four key features:
Conversation task management (which allows users to say or type what they need Copilot to do)
AI-powered data hygiene (using Copilot to identify duplicates, clean records and maintain accuracy)
Insight generation (allowing users to proactively see key trends, priority leads and follow-up opportunities)
Easy adoption (with an AI chatbot, using CRM becomes more intuitive for everyone, regardless of their skill level).
Following the trend
Insightly says the AI chatbot can be used by various departments, including sales, marketing and customer success.
“Copilot enables small and medium-sized organizations to compete as businesses,” added Oriola. “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 a similar thing, saying that “the new era of CRM” was arriving. “AI will define the next generation of customer engagement: more predictable, more personalized and ultimately more profitable,” Workbooks’ CEO said at the time.
The same company also claims that 90% of UK business leaders regularly use AI, but only 16% have integrated it into their CRM. Insightly claims a similar thing, saying that recent research showed that only 34% of sales teams fully adopted their CRM.
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