The Unified CRM Platform

Align Marketing, Sales, and Project teams around one view of your customers.

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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Platform

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.

Marketing

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.

CRM

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.

Projects

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.

Platform

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.

Marketing

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.

CRM

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.

Projects

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.

Hurst Review

"We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform."

Keith Gardner

Vice President, Sales & Marketing

PCG Digital

"We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costs by 40%."

Jamie Paton

Director of SEO
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Krauss-Maffei

"Insightly does everything in the most intuitive way possible."

Seth Rodden

Regional Sales Manager, Composites
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