Insightly Sidebar

by Insightly Inc.Microsoft 365Price not published

Manage Insightly CRM records, emails, tasks, events, and calendar items from Outlook.

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PRICINGNot published
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Insightly Sidebar — screenshot from the Microsoft Marketplace listing

What it does

Insightly Sidebar connects Outlook with Insightly CRM for searching and updating contacts, leads, opportunities, projects, emails, events, and tasks. It saves email communications to Insightly and supports adding notes, tasks, and contacts from Outlook. The add-in can link CRM records and attachments, use Insightly email templates, and sync Outlook and Insightly calendars. An Insightly account is required.

Key capabilities

from the Microsoft Marketplace listing

CRM record search

Searches Insightly contacts, leads, opportunities, and projects associated with emails from Outlook.

Email saving

Saves Outlook email communications into Insightly CRM.

Record updates

Adds notes, creates tasks, and adds contacts to Insightly from Outlook.

CRM record linking

Creates links between contacts, leads, attachments, and opportunities from Outlook.

Email templates

Makes Insightly email templates available while composing Outlook messages.

Calendar synchronization

Syncs Outlook and Insightly events and tasks.

How it compares

Insightly Sidebar, Exsalerate CRM, Repfabric SyncPlus, Maximizer CRM for Outlook, BeeCastle for Outlook, and MergerWare Email Addin are all listed with cloud deployment and unknown pricing models. Insightly Sidebar was updated on Oct 2023, compared with Exsalerate CRM and BeeCastle for Outlook in Apr 2022, Repfabric SyncPlus in Jan 2025, MergerWare Email Addin in Dec 2025, and Maximizer CRM for Outlook in Jul 2026.

NamePricingDeploymentUpdated
Insightly Sidebarthis pluginPrice not publishedCloud
Exsalerate CRMPrice not publishedCloud
Repfabric SyncPlusPrice not publishedCloud
Maximizer CRM for OutlookPrice not publishedCloud
BeeCastle for OutlookPrice not publishedCloud
MergerWare Email AddinPrice not publishedCloud

In the catalog

129 plugins in Outlook · Sales

Price distribution: 3 free, 3 freemium, 16 paid, 107 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Outlook
Deployment
Cloud
Pricing
Price not published

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What the vendor says

«Insightly Sidebar for Outlook add-in is a fast and efficient way to organize and manage communications, tasks, scheduling and more directly from your Outlook inbox. All critical sales and business info – leads, contacts, emails, events, projects, tasks, opportunities – can be quickly searched and updated with the most …»

Official marketplace listing

Publisher
Insightly Inc.
Updated on marketplace
Facts verified