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per user / month

  • Automated, customized emails
  • 100s of emails & pages templates
  • Marketing & Service integration
  • Pre-built business dashboards

per user / month

All Standard plan features plus:

  • Lead assignment and routing
  • Workflow automation
  • Custom page layouts

per user / month

All Pro plan features plus:

  • Sandboxes
  • Products, pricebooks, and quotes
  • Comprehensive audit logging

Insightly Guided Onboarding and Premier Support and Success

Your success is our success at Insightly. And companies that are aligned across CRM, Marketing, and Support drive 2.5x more revenue than companies that are slow to align, share data, and communicate quickly. Guided Onboarding and Premier Support and Success are designed to help you maximize your investment in Insightly.



Experience Insightly for yourself

What is CRM software?

Customer relationship management (CRM) encompasses the people, processes, and technology required to activate your company’s relationships prospects and customers.  A CRM system helps companies connect with prospects and customers, reduce manual work and streamline business activity, and ultimately, grow revenue and profitability.

CRM is usually used to denote a CRM system, which is a tool that helps companies with sales and contact management, team productivity, and more.

CRM applications are designed to guide customer relationships through the entire customer lifecycle, spanning marketing, sales, digital commerce, customer service interactions and more; really, any interaction that a business has with prospects and customers.

Who should use a CRM?

Any business that handles sales or marketing of products or services can benefit from using a CRM. This includes both B2B and B2C businesses. The teams most likely to use a CRM in any business are Sales, Marketing and Customer Service.

Sales – A CRM helps your sales team be well positioned to upsell and cross-sell your products and services. Sales teams can also use click-to-call functions to help save time and make it easy to keep track of all your interactions with prospects and customers so nothing falls into the cracks. They can also generate highly specific quotes as they seek new business and to run reports and invoices for existing customers.

Marketing – A CRM helps your marketing team gather valuable information from your customers, making it easier to target marketing efforts precisely and effectively. When you can aim your marketing campaigns at a specific audience, you’re far more likely to reap a good ROI, and you don’t waste the time and money that often results from an undifferentiated marketing campaign, which can end up feeling like spam.

Customer service – CRMs help support teams efficiently resolve issues, and make it easy to connect customers to the right person at all times.

How can a CRM help me drive more sales for my business?

A CRM helps capture customer data and automate sales functions, so you can create more velocity through your sales process. For example, if you don’t use a CRM, you might be capturing information on notes, or in Google sheets or docs. A CRM helps all your customer-facing teams understand and leverage customer data to help drive sales. It’s even more important in a remote-first or hybrid environment, in which information is best centralized.

If I’m running a small business, do I need a CRM?

Absolutely! Companies of all sizes benefit from a CRM. And in fact, if you are a small business, a CRM can help you organize and track pipelines so that you can do more to drive sales. If you have customers, you can benefit from CRM. Even if your customer base is small, no one can track every single interaction and keep all customer status up to date. It’s a powerful business tool that streamlines processes, gives valuable business insights, and virtually connects employees at your company so they can collaborate as a team, in real time. That’s something businesses of any size can use.