Data Panda brings your Insightly data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.
Insightly was built in Perth in 2009 by Anthony Smith and moved its headquarters to San Francisco in 2012. The product targets small and mid-market teams that need a CRM and a way to deliver what they sold without buying a second tool. In July 2024 the company was acquired by CrestRock Capital and merged with landing-page platform Unbounce, putting CRM, marketing, service and acquisition under one roof.
The distinctive move is the opportunity-to-project handoff. When a deal closes-won, the opportunity converts into a project that carries the contacts, organisation, notes, tasks and custom fields with it. Project pipelines and milestones run on the same engine as the sales pipeline, so the team that sold the work and the team that ships it work in the same record instead of an email thread. AppConnect handles the workflow automation layer and Copilot, launched in December 2025, sits on top as a generative-AI assistant for in-app summaries and replies.
The reason to pull Insightly into a warehouse is that the in-app reports stop short at the boundary between sales and delivery. Pipeline reports show closed-won revenue but not whether the project shipped on time. Project reports show milestone completion but not the renewal that hangs on it. In a warehouse, opportunities, projects, milestones and tasks sit next to the Exact Online invoice, the Stripe subscription and the Intercom ticket trail, and the weekly review reads from the joined picture instead of two screens that almost match.
Insightly opportunities and projects joined to invoicing, billing and support data.
Let Insightly records drive the systems downstream instead of waiting for someone to copy them across.
Put your Insightly history behind AI that knows the playbook, not only the prompt.
Internal tools the team asks for that Insightly's standard reports do not quite cover.
A list of concrete reports, automations and AI features we have built on Insightly data. Pick the one that matches your situation.
Which closed-won deals shipped a project?
Insightly opportunities matched to the project that converted from them, with the project's milestone completion, slip count and final delivery date alongside the original deal value. Separates the deals that closed on paper from the ones that delivered the work, and ranks owners and segments on the second number rather than the first.
Where do projects stall before they slip?
Every active project ranked on milestone age, last task update and owner workload. Project leads see which projects are quiet two weeks before a milestone date, not the morning the deadline misses, and the warehouse keeps the slip history so the next plan reads from real cycle times.
Which accounts are at renewal risk this quarter?
Existing customers ranked on Insightly project health, support conversation volume and billing state. Account owners see which renewals need a conversation now and which are quietly drifting, instead of pulling three reports and matching the names by hand.
Closed-won opportunity value reconciled against the invoiced revenue from the project that shipped, with milestone slip and write-off visible on the same line. Margin per project, per owner and per segment moves out of a spreadsheet and onto a dashboard the controller refreshes once.
Pipeline velocity, win rate and source mix per owner, next to the projects those wins produced and how they shipped. Coaching conversations move from gut feel to the specific stage or project type where deals lose time after signature.
Project health, milestone slip, owner workload and custom-field hygiene on one dashboard. Delivery leads prioritise the projects that drift before the milestone date, instead of triaging the ones already late.
Insightly projects are joined to the Exact Online invoices and credit notes raised against them on customer code, project reference and milestone. Margin, write-off and outstanding balance show up on the project record, so delivery leads see which projects are profitable and finance stops chasing the project owner for context.
Closed-won Insightly opportunities are joined to the Stripe subscription they produced on customer email, metadata and invoice reference. First charge, upgrade, downgrade and churn flow back as fields on the opportunity and organisation, so commission, revenue recognition and renewal forecasts all read the same number.
Stage moves on opportunities, missed milestones on projects and stalled tasks in Insightly push a scoped Slack message to the owner, the segment channel or the project-review channel. Managers stop relying on a daily pipeline export and owners get the nudge on the deal or project that needs attention this afternoon, not next Monday.
Insightly contacts and their lifecycle stage flow to a Mailchimp audience with the right tags, and unsubscribes and engagement scores flow back. Marketing stops mailing prospects that already became active customers, sales sees email engagement on the contact card, and the audience stays accurate without a weekly export.
Calendly bookings, no-shows and reschedules land as activities on the matching Insightly contact and the open opportunity, with the meeting type and the rep stamped on the record. Pipeline reviews show which deals are getting time and which are stalling without a next meeting on the calendar.
Open Intercom conversations, ticket mix and rolling response time show up as fields on the matching Insightly organisation. A renewal or expansion conversation never starts while three angry threads are open in support, and account owners see the health signal next to the project status and opportunity value.
Insightly opportunities are matched to the HubSpot contact, lifecycle stage and first-touch source that produced them. Marketing sees which campaigns produced opportunities that closed and shipped a project, not only opportunities that signed, and source-to-revenue reporting reads from the warehouse instead of two dashboards that almost agree.
You keep the reporting tool you already have. We connect it to the warehouse where your Insightly data lives.
OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.
Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.
We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.
We set up the foundation. Your team builds on top.
Best fit Teams that already have a BI analyst or data engineer and want to own the build.
We build the whole thing, end to end.
Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.
You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.
Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.
No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.
Both. Contacts, organisations, leads, opportunities, projects, milestones, tasks, events and emails come across, with the link between an opportunity and the project it converted into preserved. Custom objects and custom fields land as first-class tables and columns, so reports on either side of the deal-to-delivery handoff read from the same warehouse.
The Insightly REST API allows up to ten requests per second with daily caps that vary by plan. The connector paces requests inside that envelope, takes incremental syncs after the initial backfill and surfaces a clear log when a daily cap is approached, so a busy workspace does not silently miss updates.
We review your Insightly setup and the systems around it. Together we pick the first thing worth building.