Insightly introduces AI into its CRM platform (www.techradar.com)

Insightly has launched "Copilot," an AI-driven assistant designed to enhance its CRM platform by automating tasks, cleaning data, and generating insights. This move aims to increase user adoption across sales, marketing, and customer success departments by making CRM interactions more conversational and intuitive. As organizations increasingly seek AI integration, Insightly joins the ranks of other CRM vendors like Workbooks, which are implementing Generative AI tools to empower users and streamline workflows. Copilot boasts four key features: conversational task management, AI-powered data hygiene, insight generation, and ease of adoption through an AI chatbot. CEO Steve Oriola emphasized that these capabilities can help small and mid-market companies compete effectively by enabling teams to prioritize customer engagement without the burden of complex navigation. Insightly addresses a common issue where a significant portion of users underutilize CRM features, highlighting the potential for AI to redefine customer engagement and improve productivity in an industry where only a minority have fully adopted such technologies.