Web Sending an email in Insightly

CRM

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

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  • Email
  • Create email
  • Add recipient
  • Select template category
  • Select template
  • Edit message

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Sending an email 13 Screens
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Accepting an invite 4 Screens
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Adding a new opportunity 24 Screens
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Adding a new organization 40 Screens
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Adding customer to waitlist 23 Screens
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Creating a project 17 Screens
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Creating a task 39 Screens
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Creating an event 14 Screens
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Onboarding 33 Screens
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Set due date
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Task completed
Reports 28 Screens
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Resetting password 9 Screens
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Set new password
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Searching 9 Screens
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Settings 9 Screens
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Updating your profile 11 Screens
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Insightly Flows

  • Email
  • Create email
  • Add recipient
  • Select template category
  • Select template
  • Edit message

Insightly

Sending an email
Sending an email screenshot
Email this is title
Sending an email screenshot
Create email this is title
Sending an email screenshot
Add recipient this is title
Sending an email screenshot
Select template category this is title
Sending an email screenshot
Select template this is title
Sending an email screenshot
Edit message this is title
Sending an email screenshot
this is title
Sending an email screenshot
this is title
Sending an email screenshot
this is title
Sending an email screenshot
this is title
Sending an email screenshot
this is title
Sending an email screenshot
this is title
Sending an email screenshot
this is title
Accepting an invite screenshot
Invitation this is title
Accepting an invite screenshot
Enter password this is title
Accepting an invite screenshot
this is title
Accepting an invite screenshot
this is title
Adding a new opportunity screenshot
Opportunities this is title
Adding a new opportunity screenshot
Add this is title
Adding a new opportunity screenshot
Select organization this is title
Adding a new opportunity screenshot
this is title
Adding a new opportunity screenshot
this is title
Adding a new opportunity screenshot
this is title
Adding a new opportunity screenshot
this is title
Adding a new opportunity screenshot
Details this is title
Adding a new opportunity screenshot
this is title
Adding a new opportunity screenshot
this is title
Adding a new opportunity screenshot
Actions this is title
Adding a new opportunity screenshot
this is title
Adding a new opportunity screenshot
Confirm delete this is title
Adding a new opportunity screenshot
this is title
Adding a new opportunity screenshot
this is title
Adding a new opportunity screenshot
this is title
Adding a new opportunity screenshot
Select start date this is title
Adding a new opportunity screenshot
this is title
Adding a new opportunity screenshot
this is title
Adding a new opportunity screenshot
Action menu this is title
Adding a new opportunity screenshot
this is title
Adding a new opportunity screenshot
this is title
Adding a new opportunity screenshot
Project details this is title
Adding a new opportunity screenshot
this is title
Adding a new organization screenshot
Tasks this is title
Adding a new organization screenshot
Organizations this is title
Adding a new organization screenshot
Create an organization this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
Organization details this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
Add files this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
Select file this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
Organizations this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
Merge this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
Add tags this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
Confirm delete this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
Add note this is title
Adding a new organization screenshot
Set date this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
this is title
Adding a new organization screenshot
Add link this is title
Adding a new organization screenshot
this is title
Adding customer to waitlist screenshot
Home this is title
Adding customer to waitlist screenshot
Contacts this is title
Adding customer to waitlist screenshot
Add contact this is title
Adding customer to waitlist screenshot
Select organization this is title
Adding customer to waitlist screenshot
this is title
Adding customer to waitlist screenshot
this is title
Adding customer to waitlist screenshot
Set reminder this is title
Adding customer to waitlist screenshot
this is title
Adding customer to waitlist screenshot
Contact details this is title
Adding customer to waitlist screenshot
this is title
Adding customer to waitlist screenshot
Activities this is title
Adding customer to waitlist screenshot
Action menu this is title
Adding customer to waitlist screenshot
this is title
Adding customer to waitlist screenshot
this is title
Adding customer to waitlist screenshot
this is title
Adding customer to waitlist screenshot
Edit this is title
Adding customer to waitlist screenshot
this is title
Adding customer to waitlist screenshot
this is title
Adding customer to waitlist screenshot
this is title
Adding customer to waitlist screenshot
Merge this is title
Adding customer to waitlist screenshot
this is title
Adding customer to waitlist screenshot
this is title
Adding customer to waitlist screenshot
this is title
Adding leads screenshot
Tasks this is title
Adding leads screenshot
Leads this is title
Adding leads screenshot
Add lead this is title
Adding leads screenshot
this is title
Adding leads screenshot
this is title
Adding leads screenshot
Lead details this is title
Adding leads screenshot
this is title
Adding leads screenshot
this is title
Adding leads screenshot
this is title
Adding leads screenshot
this is title
Adding leads screenshot
Add tags this is title
Adding leads screenshot
this is title
Adding leads screenshot
this is title
Adding leads screenshot
Kanban board this is title
Adding leads screenshot
Action menu this is title
Adding leads screenshot
Confirm delete this is title
Adding leads screenshot
Drag & drop this is title
Creating a project screenshot
Projects this is title
Creating a project screenshot
Create project this is title
Creating a project screenshot
this is title
Creating a project screenshot
this is title
Creating a project screenshot
Project details this is title
Creating a project screenshot
Add tags this is title
Creating a project screenshot
this is title
Creating a project screenshot
this is title
Creating a project screenshot
Add link this is title
Creating a project screenshot
this is title
Creating a project screenshot
Actions this is title
Creating a project screenshot
this is title
Creating a project screenshot
this is title
Creating a project screenshot
this is title
Creating a project screenshot
Select stage this is title
Creating a project screenshot
this is title
Creating a project screenshot
this is title
Creating a task screenshot
Home this is title
Creating a task screenshot
Tasks this is title
Creating a task screenshot
Add task this is title
Creating a task screenshot
Assign user this is title
Creating a task screenshot
Select category this is title
Creating a task screenshot
Set due date this is title
Creating a task screenshot
Select start date this is title
Creating a task screenshot
this is title
Creating a task screenshot
this is title
Creating a task screenshot
Select stage this is title
Creating a task screenshot
Set visibility this is title
Creating a task screenshot
this is title
Creating a task screenshot
Task details this is title
Creating a task screenshot
this is title
Creating a task screenshot
this is title
Creating a task screenshot
Add link this is title
Creating a task screenshot
this is title
Creating a task screenshot
this is title
Creating a task screenshot
Actions this is title
Creating a task screenshot
Delete this is title
Creating a task screenshot
Confirm delete this is title
Creating a task screenshot
Deleted this is title
Creating a task screenshot
Complete this is title
Creating a task screenshot
Task completed this is title
Creating a task screenshot
Change due date this is title
Creating a task screenshot
this is title
Creating a task screenshot
Change owner this is title
Creating a task screenshot
Task details this is title
Creating a task screenshot
this is title
Creating a task screenshot
this is title
Creating a task screenshot
Edit this is title
Creating a task screenshot
this is title
Creating a task screenshot
Change view this is title
Creating a task screenshot
Grid view this is title
Creating a task screenshot
Filtered tasks this is title
Creating a task screenshot
this is title
Creating a task screenshot
this is title
Creating a task screenshot
Change view this is title
Creating a task screenshot
this is title
Creating an event screenshot
Home this is title
Creating an event screenshot
this is title
Creating an event screenshot
Add event this is title
Creating an event screenshot
Select start date this is title
Creating an event screenshot
this is title
Creating an event screenshot
this is title
Creating an event screenshot
this is title
Creating an event screenshot
this is title
Creating an event screenshot
Event detail this is title
Creating an event screenshot
this is title
Creating an event screenshot
Actions this is title
Creating an event screenshot
Calendar this is title
Creating an event screenshot
this is title
Creating an event screenshot
this is title
Creating new dashboard screenshot
Dashboards this is title
Creating new dashboard screenshot
Create dashboard this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
Create card this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
Drag & drop this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
Add title this is title
Creating new dashboard screenshot
Add description this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
Select filter this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
Delete this is title
Creating new dashboard screenshot
Actions this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Creating new dashboard screenshot
this is title
Deleting your account screenshot
Home this is title
Deleting your account screenshot
Account menu this is title
Deleting your account screenshot
Account this is title
Deleting your account screenshot
Delete account this is title
Deleting your account screenshot
Confirm delete this is title
Deleting your account screenshot
this is title
Deleting your account screenshot
Account deleted this is title
General browsing screenshot
Home this is title
General browsing screenshot
this is title
General browsing screenshot
Recents this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
Leads report this is title
General browsing screenshot
Stats this is title
General browsing screenshot
Action menu this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
Action menu this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
Filters this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
My tasks this is title
General browsing screenshot
this is title
General browsing screenshot
Contacts this is title
General browsing screenshot
Leads this is title
General browsing screenshot
Organizations this is title
General browsing screenshot
this is title
General browsing screenshot
Action menu this is title
General browsing screenshot
Add activity this is title
General browsing screenshot
Select start date this is title
General browsing screenshot
this is title
General browsing screenshot
Organization details this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
Opportunities this is title
General browsing screenshot
Email this is title
General browsing screenshot
Calendar this is title
General browsing screenshot
Add event this is title
General browsing screenshot
this is title
General browsing screenshot
Event detail this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
Dashboards this is title
General browsing screenshot
Reports this is title
General browsing screenshot
this is title
General browsing screenshot
Notifications this is title
General browsing screenshot
this is title
General browsing screenshot
Profile menu this is title
General browsing screenshot
Help center this is title
General browsing screenshot
Shortcuts this is title
General browsing screenshot
Settings this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
Permissions this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
General browsing screenshot
Edit this is title
General browsing screenshot
Categories this is title
General browsing screenshot
this is title
General browsing screenshot
Pipeline this is title
General browsing screenshot
Export data this is title
General browsing screenshot
Integrations this is title
General browsing screenshot
this is title
General browsing screenshot
this is title
Help center screenshot
Home this is title
Help center screenshot
Profile menu this is title
Help center screenshot
Help center this is title
Help center screenshot
this is title
Help center screenshot
this is title
Help center screenshot
Help center article this is title
Help center screenshot
this is title
Help center screenshot
this is title
Help center screenshot
this is title
Help center screenshot
this is title
Help center screenshot
this is title
Help center screenshot
Guide video this is title
Help center screenshot
this is title
Help center screenshot
Help center search this is title
Help center screenshot
Search results this is title
Help center screenshot
this is title
Help center screenshot
Help center article this is title
Help center screenshot
this is title
Help center screenshot
Contact support this is title
Inviting people screenshot
Home this is title
Inviting people screenshot
Profile menu this is title
Inviting people screenshot
Settings this is title
Inviting people screenshot
this is title
Inviting people screenshot
Add new user this is title
Inviting people screenshot
this is title
Inviting people screenshot
this is title
Inviting people screenshot
Action menu this is title
Inviting people screenshot
this is title
Inviting people screenshot
this is title
Inviting people screenshot
this is title
Inviting people screenshot
this is title
Inviting people screenshot
this is title
Inviting people screenshot
this is title
Lead assignment rules screenshot
Tasks this is title
Lead assignment rules screenshot
Profile menu this is title
Lead assignment rules screenshot
Settings this is title
Lead assignment rules screenshot
this is title
Lead assignment rules screenshot
this is title
Lead assignment rules screenshot
this is title
Lead assignment rules screenshot
this is title
Lead assignment rules screenshot
this is title
Lead assignment rules screenshot
this is title
Lead assignment rules screenshot
Filter this is title
Lead assignment rules screenshot
this is title
Lead assignment rules screenshot
this is title
Lead assignment rules screenshot
this is title
Lead assignment rules screenshot
this is title
Lead assignment rules screenshot
this is title
Lead assignment rules screenshot
this is title
Lead assignment rules screenshot
this is title
Logging in screenshot
Homepage this is title
Logging in screenshot
Log in page this is title
Logging in screenshot
Enter email this is title
Logging in screenshot
Enter password this is title
Logging in screenshot
this is title
Logging in screenshot
Home this is title
Logging out screenshot
Tasks this is title
Logging out screenshot
Account menu this is title
Logging out screenshot
Log out this is title
Logging out screenshot
Log in page this is title
Notification settings screenshot
Tasks this is title
Notification settings screenshot
Profile menu this is title
Notification settings screenshot
User settings this is title
Notification settings screenshot
Notification settings this is title
Notification settings screenshot
this is title
Notification settings screenshot
this is title
Notification settings screenshot
Changes saved this is title
Onboarding screenshot
Homepage this is title
Onboarding screenshot
Get started this is title
Onboarding screenshot
this is title
Onboarding screenshot
Check inbox this is title
Onboarding screenshot
Verification email this is title
Onboarding screenshot
this is title
Onboarding screenshot
this is title
Onboarding screenshot
Onboarding tasks this is title
Onboarding screenshot
this is title
Onboarding screenshot
Invite team this is title
Onboarding screenshot
this is title
Onboarding screenshot
Home this is title
Onboarding screenshot
this is title
Onboarding screenshot
My tasks this is title
Onboarding screenshot
this is title
Onboarding screenshot
this is title
Onboarding screenshot
Task details this is title
Onboarding screenshot
this is title
Onboarding screenshot
Set due date this is title
Onboarding screenshot
this is title
Onboarding screenshot
Select start date this is title
Onboarding screenshot
this is title
Onboarding screenshot
Set reminder this is title
Onboarding screenshot
this is title
Onboarding screenshot
this is title
Onboarding screenshot
this is title
Onboarding screenshot
this is title
Onboarding screenshot
Action menu this is title
Onboarding screenshot
Edit this is title
Onboarding screenshot
this is title
Onboarding screenshot
this is title
Onboarding screenshot
this is title
Onboarding screenshot
Task completed this is title
Reports screenshot
Reports this is title
Reports screenshot
Search this is title
Reports screenshot
this is title
Reports screenshot
this is title
Reports screenshot
this is title
Reports screenshot
this is title
Reports screenshot
Filters this is title
Reports screenshot
this is title
Reports screenshot
this is title
Reports screenshot
this is title
Reports screenshot
Report details this is title
Reports screenshot
this is title
Reports screenshot
this is title
Reports screenshot
this is title
Reports screenshot
this is title
Reports screenshot
this is title
Reports screenshot
Reports this is title
Reports screenshot
this is title
Reports screenshot
Create report this is title
Reports screenshot
this is title
Reports screenshot
this is title
Reports screenshot
this is title
Reports screenshot
Edit this is title
Reports screenshot
this is title
Reports screenshot
this is title
Reports screenshot
this is title
Reports screenshot
this is title
Reports screenshot
this is title
Resetting password screenshot
Homepage this is title
Resetting password screenshot
Forgot password this is title
Resetting password screenshot
Enter email this is title
Resetting password screenshot
this is title
Resetting password screenshot
Check your inbox this is title
Resetting password screenshot
this is title
Resetting password screenshot
Set new password this is title
Resetting password screenshot
this is title
Resetting password screenshot
this is title
Searching screenshot
Home this is title
Searching screenshot
Search this is title
Searching screenshot
this is title
Searching screenshot
Search results this is title
Searching screenshot
this is title
Searching screenshot
this is title
Searching screenshot
this is title
Searching screenshot
this is title
Searching screenshot
No search results this is title
Settings screenshot
Tasks this is title
Settings screenshot
Profile menu this is title
Settings screenshot
Settings this is title
Settings screenshot
this is title
Settings screenshot
this is title
Settings screenshot
this is title
Settings screenshot
this is title
Settings screenshot
Following this is title
Settings screenshot
this is title
Updating your profile screenshot
Tasks this is title
Updating your profile screenshot
Profile menu this is title
Updating your profile screenshot
Settings this is title
Updating your profile screenshot
Edit profile this is title
Updating your profile screenshot
this is title
Updating your profile screenshot
this is title
Updating your profile screenshot
this is title
Updating your profile screenshot
Changes saved this is title
Updating your profile screenshot
this is title
Updating your profile screenshot
this is title
Updating your profile screenshot
this is title
Upgrading your account screenshot
Home this is title
Upgrading your account screenshot
Profile menu this is title
Upgrading your account screenshot
Account this is title
Upgrading your account screenshot
Pricing & plans this is title
Upgrading your account screenshot
this is title
Upgrading your account screenshot
this is title
Upgrading your account screenshot
this is title
Upgrading your account screenshot
this is title
Upgrading your account screenshot
Enter card number this is title
Upgrading your account screenshot
this is title
Upgrading your account screenshot
this is title