- Insightly launched Copilot, an AI assistant that automates tasks, cleans data and displays CRM information
- 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 pushing more predictive and AI-powered customers.
We can now add Insightly to the growing list of CRM platforms that integrate Generative Artificial Intelligence (GenAI) tools to empower users, optimize workflows, and get the most out of your 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 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:
Conversational task management (allowing users to say or type what they need Copilot to do)
AI-powered data hygiene (using Copilot to identify duplicates, clean logs and maintain accuracy)
Knowledge generation (enabling users to proactively discover key trends, priority leads, and follow-up opportunities)
Ease of 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 different departments, including sales, marketing, and customer success.
“Copilot makes it possible for small and medium-sized organizations to compete as businesses,” Oriola added. “It’s an add-on 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, saying 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,” 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 makes a similar claim, saying that recent research showed that only 34% of sales teams fully adopt their CRM.
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