Sourcetable brings the power of Insightly's full-featured CRM into an easy-to-use spreadsheet interface.
Sourcetable brings the power of Insightly's full-featured CRM into an easy-to-use spreadsheet interface.
Try out SourcetableSeamlessly integrate real-time data from Insightly. Our effortless synchronization means your CRM's leads, sales pipelines, and project data are always current, with no need for manual intervention.
Try out SourcetableWith Sourcetable's simple interface, quickly navigate through Insightly's analytics. Identify key customer journey trends and optimize your marketing campaigns for better results.
Try out SourcetableUse familiar spreadsheet functions to develop comprehensive reports. Construct dynamic dashboards for your sales or customer service portal data that refresh on their own, saving you time and effort.
Try out SourcetableGrant your team the accessibility to make informed decisions with data from Insightly. They can delve into CRM insights without the need for specialized training, fostering a data-driven culture.
Try out SourcetableGain insights into your Insightly data using natural language queries with Sourcetable AI.
Make your Insightly data accessible. Use one of our 100+ integrations to sync your data in real-time.
Create reports that automatically update daily, weekly, or monthly as your data changes.
Ditch complex dashboards. Bridge the gap between your data and reporting software.
Review millions of transactions instantly without any problems.
Connect Insightly to Sourcetable
Let Sourcetable talk to your Insightly account in real-time to Sourcetable. No coding skills required.
Sync your Insightly data to a workbook
View your data in a workbook to create auto-updating spreadsheets and reports.
Gain insights into your Insightly data
Answer any question about your Insightly data with Sourcetable's AI assistant.
Unlock your data's full potential with Sourcetable. Automate reporting and analyze data from any app with Sourcetable AI.
Simplify your BI tooling with a spreadsheet that syncs with all your data.
Team Purple
Chris Aubuchon
@ChrisAubuchon
Spreadsheets are still the best interface for so many real world projects, it's time for @SourcetableApp to give them a reboot
Micah Alpern
@malpern
Love seeing innovation in this space after so many decades with very little.