The CRM Platform built for growth

See why fast-growing businesses choose a modern CRM platform

Why choose Insightly CRM platform?

Affordable yet powerful

Get modern, robust features in a cloud platform, but skip the enterprise prices.

Scalable

The CRM that’s built to scale. It will grow with you…but you’ll never outgrow it.

The CRM you’ll love

Easy to adopt and use across your entire organization every day.

Build and Convert Sales Pipeline

Convert quality leads to opportunities, actively manage every step from opportunity to close, and grow your business faster than ever.

Adopting Insightly has helped us close deals faster because the entire team collaborates on providing mission-critical detail in the CRM. From my perspective as a sales leader, the support I get from the team to capture this information and close opportunities is absolutely critical to our success.

Ian Pund, Senior Vice President of Sales,
Noble BioMaterials

Sales Pipeline & Lead Management

Start acting on leads and create opportunities

  • Capture relevant details about each lead
  • Prioritize leads with your teams, and distribute based on criteria you set
  • Empower teams to get a real-time view into where each deal stands

Sales Lead Tracking & Opportunity Management

Create velocity through your sales process

  • Leverage your pipelines to track, manage, and nurture deals efficiently
  • Get insights into what’s moving your business forward, and where the risks are
  • Manage opportunities in customizable pipelines
  • Drive more velocity through the sales and delivery process

Increase Productivity

By supporting intuitive, automated, and scalable processes, teams are empowered to close deals and deliver services faster and more efficiently.

“By leveraging Insightly, we were able to shave 50% off our timelines. Insightly allows us to seamlessly push data to each project directly, which empowers us to move onto the next step in our process instantly.”

Joanna Falcone,
VP Systems and Process Development

Business Workflow & Process Automation

Automate repetitive, manual tasks so your team can focus on what matters most.

  • Eliminate the risk of human error
  • Reduce the number of redundant tasks and processes
  • Scale faster with email, reminders, onboarding stages and much more
  • Free your team from low-value tasks and improve employee engagement

Validation Rules & Advanced Permissions

Preserve data integrity, capture quality data, and deliver great experiences.

  • Make your CRM even more valuable to your business by ensuring that every business-critical field and object is updated with validation rules
  • Ensure accuracy and data compliance
  • Help teams perform efficiently and stay on track by delivering data access to the right roles and profiles with advanced permissions
  • Take control of your data by making sure the right people have the right access at all times

Products, Price Books & Quotes

Create a complete record of your offerings and make it easy to close the deal.

  • Drive process improvement and clarity by helping your teams add the right products to the right opportunities at the right price
  • Create deal velocity, configure and price quotes directly from opportunity records and keep track of the status with quote pipelines
  • Quickly and seamlessly generate PDFs or email quotes directly from Insightly
  • Customize your quotes with branded templates

Project & Task Management

Create seamless post-sale transitions, ensure crisp communication, manage projects, and complete them faster.

  • Seamlessly convert opportunities to projects after the deal is closed
  • Copy all corresponding details, records, tasks and more from the opportunity directly in the project for complete visibility into customer requirements
  • Use pipelines and milestones to enhance cross-team communication
  • Tailor every project with custom fields and page layouts to deliver great outcomes to your customers

Build Lasting Customer Relationships

Show customers and prospects you know them by capturing the right information about every interaction and using your data to deliver great experiences.

Our motto is this: If it’s not in the CRM, it didn’t happen. If you have an idea, explore it.  Get the process on a white board and work with your Insightly team to see if it’s possible. Odds are, the answer is yes.

Jennifer Nietz,
Vice President, COACT

Customer Relationship Management

Relationships are everything. Improve every connection you make and grow your business by delivering efficiently on your promises.

  • Create a single source of truth for every customer relationship
  • Break down communication silos by capturing the right information about every deal and making it accessible to key stakeholders in every department
  • Improve your business processes, elevate the experiences you deliver, and grow your business faster than ever

Customizable CRM

Every business is unique. Configure the CRM and information to match your business processes.

  • Intuitive customization empowers you to easily mold Insightly to your unique business needs
  • Save on cost with intuitive, easy customization – no expensive third party developers required
  • Improve communication, collaboration, and CRM adoption while driving great business outcomes

Customer Email Management

Make all your communication even more effective with Insightly.

  • Deliver complete visibility to all your teams across every single customer email interaction
  • Drive deal and project velocity by tracking and managing each customer communication in Insightly
  • Facilitate proactive communication by picking up the relationship at exactly the right place

Get real-time performance insights

Create real-time, customizable data visualizations in minutes with the data that matters most to your business.

Because operations and sales all utilize Insightly, we’re all empowered to deliver great customer experiences. Insightly delivers a great way for us in operations to understand and get ahead of what’s coming.

Amber Livingston,
Operations Manager, Multifamily Utility Company

Performance Dashboards & Reporting

Create customizable charts and visualizations in minutes with the data that matters most.

  • Customize around your unique KPIs so that your key metrics are visible at a glance
  • Make decisions based on what’s happening with your business in real time
  • Get to a single source of truth for your business, save time on handoffs across teams, and create consistency
  • Create up to 100 shareable dashboard cards on the Professional Plan and an unlimited number of cards on the Enterprise plan
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Do more, better, faster

Increase your teams’ productivity by automating and orchestrating workflow tasks, sending emails, updating records, executing custom code, firing webhooks, and much more.

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Customers drive productivity with Insightly CRM

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Solar company shows how Insightly helped them triple revenue without tripling the team.

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Experience Insightly CRM for yourself

Keep everything safe and secure

Our entire team uses the Insightly platform too, so we ensure 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.

  • SOC 2 Type II certified
  • Single-sign-on via industry standard authentication protocols
  • Two-factor authentication support
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance
  • HIPAA Compliance

Work from anywhere

Manage everything on the go with award winning mobile applications for both Android and iOS.

01

Scan business cards

Take the drudgery out of data entry by uploading all contact information from any business card in just one click.

02

Update your projects in real time

Road warriors can quickly update the other members of the delivery team on the status of their tasks, milestones, and deliverables.

03

Move opportunities along

Field salespeople can easily change the status and amount of an opportunity—or create a new one—right at the client’s location.

Frequently Asked Questions

What does CRM mean?

CRM stands for “Customer Relationship Management” and includes the processes used by organizations of all sizes for retaining existing customers and acquiring new ones.

What is CRM software?

When people use the term CRM, they are often speaking about a CRM system. This is a software platform that organizes a company’s relationships with customers, prospective customers, vendors and more. Learn more about CRMs in this blog post.

Who should be using 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.

When should a business start using a CRM?

Most companies wait too long to implement a CRM, often falling into chaos and making both customers and employees irritable. By the time you’ve hired employee number 10, you’re likely to need a CRM. At this point, communication starts to get more difficult, and the lack of a CRM is probably resulting in a lot of wasted time and effort. A good test is if you feel that you’ve outgrown your spreadsheets, it’s time for a CRM. If you aren’t able to identify where new customers have come from (and whether they’re responding to your marketing campaigns or not), it’s time for a CRM. If you don’t know what your salespeople are doing, it’s time for a CRM.

What is the difference between an on-premise CRM and a cloud CRM?

The big difference between on-premise and cloud is where the software and data are stored. With on-premise CRM, the software is located on your company’s servers and on employee computers. The implementation process typically takes more time, more IT resources, and is more complex. However if your organization has especially strict security protocols, this can be the ideal choice. With an on-premise implementation, upgrades will take longer, and your IT team will be taxed to provide service to the CRM. You’ll typically be charged per implementation. Cloud-based or software-as-a-service (SaaS) CRMs are operated on and store data on the vendor’s servers. The vendor is responsible for the uptime operation of the system and provides customer support. You’ll need a strong internet connection to run a cloud-based CRM, but you won’t need the expense of dedicated servers. Upgrades will occur at all times, so the platform will be constantly evolving. You’ll typically be charged by seat.

CRM Platform

 

Today’s customers are interacting with businesses in new and exciting ways. To keep up with the evolving demands of those they serve, more and more companies are implementing CRM software—CRM software full form meaning “customer relationship management” software. A CRM platform plays an instrumental role in facilitating interaction between organizations and their customers with its customers. 

The role of customer relationship management cannot be overstated. It’s not only critical to revenue growth but brand reputation and customer retention. A CRM strategy offers a comprehensive view of customer behavior, preferences, and needs. CRM platforms enable users to deliver better customer experiences by harnessing data derived from customer interactions and converting it into actionable insights.

When properly utilized, a CRM platform can allow for a robust understanding of customer behavior and preferences, as well as the development of effective marketing strategies. Consequently, the use of CRM software is an investment in fostering customer loyalty and boosting overall business success.

In order to get the most out of these systems, however, it’s important to have a good customer relationship management strategy in place. This strategy should provide detailed guidance on how to leverage tools and solutions to improve the customer journey. With a solid strategy in place, businesses can then get to work with their software solution of choice, reaping the full benefits of CRM systems. 

Here are some of the ways that a CRM platform aids in managing customer relationships and improving business processes:

  • Data Centralization: A CRM system centralizes customer data and makes it accessible to all team members. This facilitates better communication and collaboration within the team.
  • Customer Segmentation: With CRM software, businesses can categorize their customers based on factors related to their buying behavior, preferences, and search history, which aids in creating personalized marketing campaigns.
  • Sales Automation: CRM platforms automate many sales tasks. This allows sales teams to focus on closing deals rather than performing administrative tasks.
  • Improved Customer Service: By having access to a customer’s interaction history, businesses can provide more personalized service. This can lead to higher customer satisfaction and loyalty.
  • Forecasting: Through data analysis and reporting, CRM platforms help forecast future sales trends, enabling better decision-making.
  • Efficient Marketing: CRM software helps track the success of marketing campaigns. In doing so, the software makes it easier for users to make adjustments as needed for maximum effectiveness. 
  • Resource Management: A CRM platform makes it possible for users to track and manage their resources more effectively. 
  • Improved Communication: CRM systems provide various communication channels so that users can stay connected to their customers.

What is CRM

So what is CRM? Customer relationship management is a strategic approach that companies utilize to manage their relationships with customers. The term CRM also represents the practices, strategies, and technologies that businesses employ to analyze data throughout the customer lifecycle. CRM’s primary goal is to strengthen customer service relationships. 

The CRM meaning in software covers a broad set of applications designed to help businesses manage customer data, automate sales, and much more. Essentially, CRM software consolidates customer information into one cohesive unit, allowing businesses to manage relationships more efficiently.

Likewise, the CRM meaning in business refers to a customer-centric approach that focuses on creating meaningful interactions with customers and building long-term relationships. This improves support for customers and helps to enhance brand reputation. Businesses that prioritize CRM often fare better than others that fail to invest in these types of relationships. 

The following are some of the core principles involved in CRM today:

  • Customer Centricity: This principle is based on the belief that customers are the center of a business. It places customers’ needs and satisfaction at the forefront of all business decisions.
  • Relationship Building: CRM focuses on developing long-term relationships with customers rather than simply aiming for short-term transactions. This involves ongoing communication with customers and working to consistently deliver value. 
  • Data-Driven Decisions: CRM systems provide valuable customer data that businesses can use to make informed decisions. For example, a CRM can help identify potential sales opportunities. 

Studying the CRM definition and benefits can give organizations a better understanding of how this approach works and what other companies are doing to improve things for their customers. While not all companies use CRM systems in exactly the same way, it can be helpful to follow tips and best practices in order to get the most out of your software.

CRM Tools

CRM tools cater to a spectrum of business needs, such as sales, marketing, customer service, and analytics. They serve as a customer relations book, consolidating all customer data and interactions into a single accessible system. This makes it easier for users to access the information they need without having to constantly switch between disparate systems. 

Salesforce is one such tool that offers a suite of tools and features designed to enhance sales and customer service processes. But is Salesforce a CRM? Yes—and an incredibly complex and costly one at that. It’s considered a legacy CRM, but it it does offer features for many different processes and allows for integrations with other software platforms. 

Zendesk CRM, another key player in this field, places customer service at the forefront. It brings an array of tools to the table, including multi-channel communication. Zendesk’s primary focus is to enhance the customer service experience by equipping businesses with the tools they need to respond to customer queries swiftly and efficiently.

Google CRM tools encompass everything from Google Contacts to Google Docs. While Google doesn’t offer a comprehensive CRM like the ones mentioned above, its unique software solutions can be used in conjunction with third-party integrations to manage customer relationships.

Needless to say, choosing an appropriate platform can be tough. With so many options to choose from, it can be difficult to determine which tools are best suited for your specific needs. Here are some of the features to look for when choosing a CRM platform:

  • Contact Management: Contact management features allow businesses to store all their customer data in one place.
  • Task Management: CRM platforms often include tools to assign and track tasks, ensuring that important customer-related activities are not overlooked.
  • Sales Forecasting: Using historical sales data, CRM software predicts future sales trends. This is vital when it comes to business planning and strategy development.
  • Email Marketing: CRM platforms may include tools to create and manage email marketing campaigns.
  • Integration: Look for a CRM system that offers integration with other software. The integration allows businesses to streamline their operations and keep all their data in one place.
  • Reports and Dashboards: CRM platforms provide data visualization tools, creating reports and dashboards that offer insights into sales performance, customer behavior, and other key metrics.

CRM Software Examples

Viewing CRM software examples and CRM marketing examples is a great way to learn more about the various options that exist on the market today. By comparing different software solutions, you can find the one that’s best for your organization. Here’s a quick look at some of the most popular platforms currently available:

  • Zoho CRM: Zoho offers a robust CRM platform that helps businesses of all sizes close deals smarter and faster. It comes with multichannel support that allows users to connect with their customers through various mediums.
  • Salesforce CRM: Arguably one of the most popular and widely-used CRM platforms in the world, Salesforce offers an extremely wide range of services. It’s especially known for its flexibility and scalability.
  • HubSpot CRM: HubSpot is recognized for its simplicity and effectiveness. It offers a free CRM platform that provides basic functionalities such as contact and task management, which are perfect for small businesses.
  • Microsoft CRM: More commonly known as Microsoft Dynamics 365, this CRM is part of a suite of business applications designed to provide a seamless flow of data across customer touchpoints, from initial lead generation to closing of sales.

Best CRM Software

When searching for the best CRM software, consider your specific needs, as well as the features that best align with those needs. For example, the best CRM for startups may be one that offers a decent suite of features at an affordable price. Similarly, the best CRM for service based business operations will likely offer ticketing systems and customer feedback tools.

As your business grows, your CRM software should grow alongside it. The solution should be capable of handling more customers and more data and offer advanced features as your needs evolve. For this reason, no matter your current business size or needs, it’s crucial to choose a scalable platform. This can save you a great deal of stress down the road.

Of course, cost should factor into your decision as well. The best CRM for business is one that offers a robust feature set at a reasonable price. Don’t be afraid to shop around and compare your options if you aren’t completely sold on the first one or two solutions you look at. You might also browse a list of the top 10 CRM software platforms for a more in-depth look at your options.

Insightly CRM is an affordable yet powerful solution that can scale your business as it grows over time. With features like sales pipeline and lead management, this CRM provides everything users need to improve their marketing campaigns. Get a personalized demo to learn more about how Insightly CRM can transform the way you interact with your customers.