Hi Nie, It’s Q4. You're exhausted. But next year doesn’t have to feel like this. AI in your CRM isn’t a “someday” thing anymore. You’re already doing the work of three people, so why not hand some of it off?
With your new AI assistant, the stuff slowing you down today—figuring out which deals are likely to close, spotting stalled opps, prepping for meetings—can finally get out of your way.
Insightly’s new CRM Copilot is your next best hire. Your built-in sales assistant that takes the repetitive work off your plate and helps you: -
prioritize leads and spot upsell opportunities
- create, update, and clean records via chat
- automate busywork like task creation
- draft follow-ups and summarize email comms in seconds
- look up contacts, deals, and tasks with natural language
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For SMB teams, AI in your CRM isn’t a “nice to have.” It’s how you protect your time, hit quota, and avoid Q4-every-quarter energy. We know you're slammed, so we’ll follow up in the new year when you have more breathing room. If you have 30 seconds, watch this video to see what Copilot can do:
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