Insightly Logo Insightly Time Tracking Integration

CRM (Customer Relationship Management)

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Monitask - time tracking software for teams

About Insightly

If you run a business, then you know how important both CRM and project management are to your company’s success. Connect Insightly to Zapier and you have the ideal duo for automatically adding and tracking new contacts, assigning tasks to your team, creating calendar events, and so much more.

How to Track Time in Insightly

Step 1

Create a Monitask account

Sign up for a free 10-day trial

Step 2

Invite employees and remote workers.

Click "Invite your team" from the dashboard and add your team members’ email addresses. You can add an unlimited number of employees to your account.

Invite Employees and Remote Workers
Step 3

Ask employees to start tracking time using Monitask.

Your team members will need to download the time-tracking app and start using it to track the time spent on work items. Company owners, administrators, and managers do not need to install Monitask, as data is accessible via the web-based real-time dashboard.

Step 4

Assign projects and tasks.

Project management features allow you to assign projects to team members and review work hours associated with each project and task.

Assign projects and tasks
Step 5

Review work hours and proof of work.

Use Live Dashboard to review online employees, their time entries, screenshots, activity levels, and internet usage

Review work hours and proof of work
Step 6

Continue using Monitask to get in-depth insights.

Monitask analyzes time and data across your company. After you use the software for several weeks, it generates comprehensive reports so that you can analyze and identify bottlenecks, productivity, and processes.

Continue using Monitask