Best Startup CRM

Choose the CRM that will grow with your startup

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Startups grow faster with Insightly

Your startup is going places

You need tools to get you there.

You’ve got to focus on your business. It’s grind time and go-to-market speed is the way you are going to win. You need platforms to help you, but buying
software that you outgrow is a waste of time and bandwidth.

Plus, the last thing you need is a ton of vendors and integrations that break.
Or worse, spreadsheets and folders that are easy to lose track of.

Use Insightly instead

Choose a platform that grows with you

A powerful CRM, plus add-on apps to go-to-market

Insightly Marketing

Use marketing automation for ‘hands-free’ marketing that makes your startup look like an enterprise. Create and send great-looking emails. Attract website visitors, convert them to prospects, and optimize spend.

Insightly CRM

Get everything in one place. Use Insightly CRM to streamline sales processes, improve profitability, and create long-term customer relationships. Insightly is easy to use and adopt, incredibly flexible and customizable, integrates easily, and provides quick time-to-value.

Insightly Service

Great customer service increases revenue. Insightly Service is a service and support platform to manage customer service ticketing and empower your team to have relevant conversations and drive customer satisfaction.

Give your startup an edge

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See why Insightly is the best CRM for startups

Align your teams and processes around a single source of truth, get rid of silos and time-wasting activities, and close deals
faster. Customize views and workflows based on your unique business needs and user preferences, securely connect all your
tools, and create custom real-time data dashboards.

Accelerate sales

Build relationships

Track key metrics

Accelerate sales

  • Collaborate across the organization with centralized customer data
  • Grow your business faster with lead management and automated workflows
  • Drive greater ROI with tailored opportunity and pipeline management

Integrate with all the apps your startup uses regularly

You’ve got apps for accounting, HR, communication, and more. Insightly AppConnect keeps everything integrated.

AppConnect puts Insightly CRM at the center

With AppConnect there’s no need to copy and paste data between apps, upload CSVs, or to write complex code—all of your apps are just…connected.

With just a couple of clicks your business data transfers between apps automatically making it a breeze to run repetitive business tasks.

Insightly can connect to hundreds of the apps you use every day like Accounting systems, ERP systems, HR systems, Helpdesk and IT systems, databases, calendars, and collaboration and chat tools. There are more than 500 different app connectors in AppConnect ready to go today and new ones are added every week.

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Build automated workflows with

1200+ integrated apps

Microsoft
DocuSign
Shopify
WordPress
PandaDoc
Netsuite
QuickBooks
Google
+ many more

Privacy and compliance

We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.

  • Independently assessed for compliance to SOC 2 Type II
  • Single-sign-on via industry standard authentication protocols
  • Support for two-factor authentication
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance

Give your startup an edge

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Best startup CRM: launch your business with Insightly

When you launch a startup you must give careful consideration to the tools you will use. Your cash burn rate will keep you up at night. You want to have everything you need to conduct your business without wasting valuable resources on something you don’t need.

One of the most important tools you’ll need to implement is customer relationship management (CRM) systems. A CRM gives you a centralized platform to store customer information and manage every interaction regardless of the touchpoint. While you may not have many customers right now, you are growing. A CRM is essential to satisfying customers, and it is easiest to implement earlier than later.

In this post, you’ll learn what you should look for in a CRM for a startup and why Insightly is the best solution for getting your business off the ground.

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