CRM for lifelong customer relationships

Grow revenues more than 20% annually*

The preferred CRM platform

Grow your business faster by building stronger customer relationships, and delivering projects on time, every time.

Sales

Close more deals faster with workflow automation

Learn more

Relationships

Discover connections through relationship links

Learn more

Projects

Automatically convert closed deals to projects

Learn more

Integrations

Stay connected to the apps you already use

Learn more

VIGA

"Insightly is the core of our business. It’s where all of our commercial information, connections, and networking data lives."

Lewis Reeves

Founder & CEO
Read their story

eHaus

"Insightly is our central source of truth. We no longer worry about licensees accessing outdated information."

Glenda Brown

Director
Listen to the podcast

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
Read their story

Products, Price Books and Quotes

Now sales teams can price products and deliver quotes directly from within Insightly CRM when working with customers during sales cycles. With this new capability, internal processes are streamlined, efficiencies are gained, and customer experiences are significantly enhanced.

Territory Visualization

Make better decisions, faster with the next version of Reports and Dashboards. With these new data visualization capabilities, sales teams can easily and quickly represent key metrics such as territory coverage, sales pipeline, deals closed, and active projects—all geographically on more than 30 regional and international maps.

Calculated Fields

Deliver deeper operational insights to your business by incorporating calculations into reports, cards, and dashboards using source data from within the CRM. Perform a broad array of mathematical functions and business logic to uncover key trends. The resulting analysis can be rendered in multiple formats and shared with others across your business.

Visualize success

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.

Watch the video

Join over 25,000 companies using Insightly CRM

Experience the CRM your team will actually use