
- 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.