Pricing

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.

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.

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.

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.

All Insightly users have access to our support team by phone (Monday–Friday, 9 a.m.–4 p.m. PT) or by email, with responses typically within 24 hours.

For faster response times, extended support hours, personalized training, and one-on-one technical guidance, you can upgrade to a Premier Support and Success Plan.