The preferred CRM platform
Grow your business faster by building stronger customer relationships, and delivering projects on time, every time.
"We were paying 4 times more for Salesforce CRM. By switching to Insightly, we freed up additional capital that was immediately reallocated toward high-impact marketing projects."
Robert LawrenceVice President of Sales
Discount Quebec Car And Truck Rentals
"We increased commercial sales revenue by 30% within one year and significantly reduced administrative work."
Brian TessierInside Sales Manager
Personal Accountant Inc.
"Tax season is more productive with Insightly, resulting in 25% fewer filing extensions and $100,000 in immediate bottom-line impact."
Lisa WellsFounder & CEO
Dashboard cards are enterprise-grade visualizations of your data. You can choose the type of chart or graph to display, the data to measure, and each card can display information from up to 100 records. Insightly will instantly create a rich, insightful visual representation of the data, delivering a deeper understanding of your business and driving better decision making. Cards are shareable, which allows for cross-team collaboration around critical business issues.
With business intelligence built right into Insightly, create beautiful data visualizations to discover insights and chart progress towards your goals. Produce and share dashboards and reports with other team members with drag-and-drop ease of use, and built-in governance and security.
Get out-of-the-box access to the comprehensive sales report library. View and filter every aspect of sales pipeline, including open opportunities, historical win rates, prospect engagement metrics, recent activities, notes, and upcoming sales calls. Customize reports with a simple drag and drop. Pull in a deal’s forecasted value, status, pipeline stage, probability, creation date, or other relevant data points. And collaborate with colleagues by sharing relevant reports.
Do you have trouble understanding what’s really going on in your business? With Insightly Reports, Dashboards, and Insight Cards™, you can instantly see what lead sources generate the hottest opportunities and which reps deliver the biggest deals.