Web Onboarding in Insightly

Watch a recorded Onboarding flow inside Insightly on desktop web. Every screen and interaction is captured step by step — see exactly how Insightly designs the Onboarding experience for web users.

CRM

Insightly is the right CRM app if you often have sales teams in the field. It’s also often chosen by small businesses.

Save
download icon Download all screens
  • Web
Showing 25 Flows
Video preview
In this video
  • Homepage
  • Get started
  • Check inbox
  • Verification email
  • Onboarding tasks
  • Invite team
  • Home
  • My tasks
  • Task details
  • Set due date
  • Select start date
  • Set reminder
  • Action menu
  • Edit
  • Task completed
Onboarding 33 Screens
Onboarding screenshot
Homepage
Onboarding screenshot
Get started
Onboarding screenshot
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Check inbox
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Verification email
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding tasks
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Invite team
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Home
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
My tasks
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Task details
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Set due date
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Select start date
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Set reminder
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Action menu
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Edit
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Task completed
Unlock 25 hidden flows

Log In or Sign Up to See All
Insightly Flows

  • Homepage
  • Get started
  • Check inbox
  • Verification email
  • Onboarding tasks
  • Invite team
  • Home
  • My tasks
  • Task details
  • Set due date
  • Select start date
  • Set reminder
  • Action menu
  • Edit
  • Task completed

Insightly

Onboarding
All saved

Add to collection

Create collection

Other CRM apps you might like

HubSpot CRM screenshot
Drip screenshot

Insightly Onboarding Flow on Web — Full Sequence

This recording documents the Onboarding flow inside Insightly's web experience, captured from the live desktop product. Rather than showing summarized highlights, it preserves the full flow — every screen, hover state, transition, and UX decision — so you can study the real experience, not a press-ready version.

Web-Specific Onboarding Design Considerations

Onboarding on the web comes with different constraints than mobile: larger screens, multi-column layouts, keyboard shortcuts, and richer interaction possibilities. Insightly's approach to Onboarding on web reflects those realities, and seeing it in full makes it easy to understand the design decisions behind the flow.

A Reference for Onboarding Research on the Web

For growth teams, designers, and PMs researching Onboarding patterns on the web, this recording provides a direct reference to a production implementation. For teams benchmarking against Insightly specifically, it's a detailed look at how the brand handles this moment of the experience.

Frequently Asked Questions

What does the Insightly Onboarding flow cover?

The recording captures the full Onboarding sequence inside Insightly on desktop web — every step, every transition, and every significant design decision from start to finish.

How does Insightly's web Onboarding differ from its mobile versions?

Web Onboarding flows typically use more screen real estate, richer hover interactions, and keyboard-friendly patterns that don't work on mobile. If Insightly also has iOS or Android entries, you can cross-reference to see the platform differences.

Can I see Onboarding flows from other web products?

Yes. The web Onboarding flows category gathers the same flow type from many different web products, so you can compare Insightly's approach against competitors and alternatives.

How up to date is the Insightly Onboarding recording?

Recordings are refreshed when Insightly ships notable redesigns, so the Onboarding flow reflects the current web experience.