Insightly CRM Software

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CRM software like nothing you’ve seen before

Go from managing spreadsheets to using collaborative CRM software

Insightly’s CRM software helps you manage all of your pre-sale and post-sale activities. As new deals close, you can easily convert opportunities into projects. Delegate tasks to your team and hold them accountable with trackable due dates, email reminders, and daily status reports.

Grow stronger customer relationships

Customers, emails, and other records can be “linked” to existing contacts in your CRM software database, allowing you to quickly determine who knows who, and build a clear view of an organization’s structure and informal networks.

Insightly CRM software works with the tools you’re already using, so everything is in one place

Insightly tracks the most relevant lead information, including a rich activity timeline of marketing campaign source, emails, phone calls, meetings and tasks. Automatically route leads to the right person, in real time, so sales reps follow up on leads while they’re still hot.

With Insightly, you get CRM software that doesn’t require outside consultants and months of time to setup. Request a personalized demo*, where you will:

  • Receive a free assessment of your CRM software needs to find the best fit for your business
  • Get concrete tips on how to get the most out of Insightly CRM software including lead routing, contact management, and workflow automation tools for your teams
  • Get answers on Insightly’s software integrations with over 25+ popular apps like Gmail and Outlook
  • Discover how Insightly CRM software easily reveals insights with rich reporting & dashboards

*No commitment required