Book a discovery call

Why TopLeft?

Capture-3

Managing multiple Insightly tasks and customer requests often becomes overwhelming when priorities shift and urgent issues surface too late.

 

TopLeft works alongside your Insightly setup to give your team a clear, real-time view of progress so everyone stays organized, meets commitments, and delivers results without last-minute surprises

capacity planning landing page

Keep customer service on track with smarter Insightly capacity planning.

Switching between Insightly screens wastes time and makes it hard to see who's overloaded with requests.

TopLeft would add a clear visual layer so your team can:

 

See Capacity in Real Time – Instantly spot when someone's overbooked with cases, and adjust before commitments slip.

Balance Workloads Easily – Reassign tasks in seconds so every team member has a manageable queue.

Prevent Bottlenecks Early – Use TopLeft's Insightly-integrated view to spot delays in real time and address issues before they affect customers or response times.

 

Focus on What Matters Most – Know exactly which customers and requests need attention to keep work flowing and commitments on track.

gantt and kanban

Customer Service and Workload Visibility for Insightly

 

If released, the TopLeft–Insightly integration will let you:

  • Visualize all customer requests at once with customizable dashboards
  • Get instant insight into team performance and response delays, so you can help your managers make faster decisions and your team stay focused on priority customers.
  • View team member capacity directly on boards
  • Access customer satisfaction and pipeline insights in real time
  • See your service and sales data in Kanban and timeline views so your team stays clear, aligned, and responsive.

Result: Everyone sees their work clearly, stays aligned, and meets customer commitments.

dispatch and resource allocation-1

Faster Assignments and Clearer Work Ownership Through Insightly

 

Insightly provides a strong foundation for customer service, and TopLeft adds real-time visibility so you can assign work faster and keep every team member accountable.

You'll gain:

  • Instant Team Visibility: See team capacity and case ownership at a glance so assignment decisions are fast and balanced.
  • Full Request Visibility - See every customer request in one view so none of your team's responsibilities slip through the cracks.

Result: Faster assignment, balanced workloads, and no missed requests.

Use Swimlanes Picture

Organize and Prioritize Work by Grouping Customers, Team Members, and Priorities Visually

 

Insightly provides a strong foundation for customer service, and TopLeft would add clear, visual Swimlanes that make daily work easier to organize and control. You will gain:

Smart Request Organization: Your team can instantly see which customers matter most by viewing Insightly work grouped by account, priority, or team member.

Visual Assignment: Quickly balance workloads and assign cases in seconds, keeping the right people on the right accounts without confusion or delays.

Instant Team Visibility: See work progress, capacity, and bottlenecks at a glance

 

Result: Help your team stay focused, avoid burnout, and deliver results on time.

Show kanban boards in an IT environment-3

Why TopLeft Stands Apart from Other Visualization Tools

Unlike Insightly, most visualization tools like Trello, MS Planner, Jira, Monday.com, Smartsheet, Moovila, Asana, NilearOS and Microsoft Project are built for general project/ticket tracking, not for customer service operations.

 

If the integration happens, TopLeft will connect with Insightly to give users clear visual boards and deeper CRM visibility, combining customer service, sales pipeline, and account management in one place.

 

This is used for managing real customer work, including request queues, follow-ups, response commitments, and team assignments.

What Customers Are Saying

Alex Anderson-1
star
With TopLeft, it takes much less time for me to communicate, assign, and correct statuses. I had a project with 55–60 tickets that needed assignments and status correction. In ConnectWise, it takes me around 45 minutes to complete the job, while in TopLeft, it only took me 13 minutes.
Alex Anderson
Project Manager
Helixstorm
erik
star
By implementing the Agile methods and TopLeft teaching, we increased CSAT to 95%, went from 9% to 22% EBITA, and reduced a 300+ ticket backlog to under 60.
Erik Woodland
Pro Support Engineer
Intermix IT

Are you Interested in a Insightly Integration? Join The Waitlist Today

Want to see every CRM project, resource, priority, and bottleneck in one real-time dashboard? Fill out the form and vote for your CRM today!

Join The Waitlist
Book a Call