The modern customer relationship platform
Grow your business faster by building lasting relationships with your customers, through every step of the customer journey.
This is Insightly
Customers today want relationships, not transactions. If customers feel poorly treated, they’ll leave you. Insightly gives you everything you need to build a complete view of your customers across the entire buying experience, and deliver exactly what they want—from the first ‘hello’ to delivery and beyond.
Build a hi-def picture of your customers, using data
With marketing, sales, and project delivery teams all working from a unified customer data platform, you will quickly build a crystal clear picture of your customers, their personal details, their needs, and their preferences. Knowing what’s good for your customers is great for your business.
Marketing automation that goes beyond the funnel
Create engaging experiences with customers across the entire sales cycle. Easily segment and speak to your audiences, deliver compelling messages and content on every interaction, and use enterprise-grade reports and dashboards to measure marketing campaign effectiveness.
CRM tailored to the needs of your business
Build longer-lasting customer relationships with relationship linking, close deals faster with comprehensive pipeline management, deliver on what gets sold with integrated project management, and streamline your business processes with custom objects and custom apps.
"Insightly is the backbone of our business development process."
William SuttonVice President of Business Development
Bright Planet Solar
"Insightly’s best selling point is its flexibility. Features such as custom fields, workflow automation, email templates, record linking, and advanced reporting have helped us grow, and they’ll continue to do so in the future."
Nell JungelsDirector of IT
The Red Pen
"Insightly has made a positive impact on revenue growth and employee productivity."