In December 2016, the company added workflow automation tasks to its platform and expanded its mobile application's search reach, allowing integration with Dropbox, Google Drive, OneDrive, PandaDoc and Evernote. The features comply with the standards developed by the American Institute of Certified Public Accountants. Insightly added CRM security features to its platform allowing clients to protect sensitive information, recover deleted data, and track changes to sales opportunities in October 2016. In July 2016, Insightly also added Microsoft Power BI integration and updated its lead assignment rules. In 2016, Insightly raised $25 million in Series C funding led by Scott Bommer, CEO of SAB Capital Management, as well as earlier investors in the company. Insightly announced a partnership with cloud accounting software company, Xero, in 2015. In October 2014, Insightly announced integration with Dropbox and QuickBooks Online.

The company released an update to its user interface and simplified integration between Apps in 2014. The company had over 184,000 customers in 100 countries. In September 2013, Insightly raised $10 million in Series B funding from Emergence Capital Partners, Sozo Ventures and TrueBridge Capital Partners. In June 2013, the company launched integration between Microsoft Office and Outlook. In December 2012, Insightly released its CRM app for iOS devices. Insightly used the funding to develop its CRM tools outside of the Google Apps platform, so that it could be an independent CRM. In 2012, the company relocated to San Francisco, where it raised $3 million in funding led by Emergence Capital Partners.

The Insightly CRM platform was designed to integrate with Google Apps products. The company was founded in Perth, Australia, by Anthony Smith in 2009. Insightly distributes its CRM and project management tools to customers using a freemium model. The company develops cloud-based customer relationship management (CRM) and project management tools for small and medium size businesses.

is a private computer technology company headquartered in San Francisco, California.

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