Try Insightly. It’s simple to set up, integrates easily, and is built to support your growth.
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.
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Align your teams around a single source of customer information
Customers are the lifeblood of your business. Every interaction is a chance to learn more about them and how they view your relationship with them. Capturing and managing data about these sentiments is critical. Don’t risk fragmenting your customer data in multiple places. Keep all your data safe in Inisightly's unified CRM platform so you can focus on taking care of the needs of your customers.
Quickly build personalized marketing campaigns to help grow your business
Whether you’re searching for new customer relationships or wanting to nurture existing ones, Insightly Marketing can help. Powerful yet easy-to-use content design and testing tools will bring your best ideas to life. The intuitive journey builder will set the campaign in motion in minutes. Advanced analytics and reporting will keep track of campaign performance and ROI, all in real time.
Sell more by modeling and automating your CRM business processes
Customers today want relationships not transactions. Your business is unique so you'll want a CRM that can be customized to meet your specific needs. With Insightly CRM, you can tailor the standard sales processes of contact, lead and opportunity management using custom fields and dynamic page layouts. Or, create entirely new ones using custom objects, custom apps, calculated fields and lambda functions. No job is too small, or process too complicated.
Build trust by delivering what you sell-on time, every time
A new relationship with a customer only truly begins after the deal is closed. What happens next is critical. With Insightly CRM, immediately convert closed opportunities to projects to ensure that what was sold gets delivered. Set milestones, clarify order details, check inventories, and assign tasks—all automatically. Delivery teams can access all the information they need on the road using the Insightly mobile app. And custom project dashboards will help track progress every step of the way.
