Introducing Insightly Marketing

Marketing, Sales, and Project Management—together at last on a single platform.

The modern customer relationship platform

Grow your business faster by building lasting relationships with your customers, through every step of the customer journey.

Marketing

Create engaging customer journeys and grow pipeline

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Sales

Centralize your customer data and close more deals

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Projects

Convert deals to projects and deliver on time every time

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Integrations

Stay connected to the apps you already use

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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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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.

Mowery Construction

"Insightly is the backbone of our business development process."

William Sutton

Vice President of Business Development
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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 Jungels

Director of IT
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The Red Pen

"Insightly has made a positive impact on revenue growth and employee productivity."

Namita Mehta

Partner
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Join over 25,000 companies running on Insightly

Experience the Insightly platform for yourself