Why choose Insightly CRM?
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.
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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
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.
Watch the video Customers drive productivity with Insightly CRM
Solar company shows how Insightly helped them triple revenue without tripling the team.
Watch the video 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.
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 system mean?
CRM stands for “Customer Relationship Management” and a “CRM System” is a software application that is used daily by businesses to track prospects and customers and ensure both are receiving the attention and care needed to create long-term engagements with your company or organization.
What types of organizations use a CRM system?
A CRM system is a software platform that organizes an organization’s relationships and it is used by all types of organizations from small non-profits to the world’s largest enterprises.
Who should be using a CRM system daily?
Your go-to-market teams – sales, marketing and customer success, will be the teams in the platform day to day. Since these teams are in the most regular contact with prospects, leads, and customers, they will be the most hands-on with your system. Therefore, when choosing a CRM, it is vital that these teams have a role in the selection process.
CRM System
Choosing a CRM system takes a lot of time and research. To break down how to choose the best CRM system for your organization, you should explore what a CRM system is, how it is used, and what the key features are.
CRM System Meaning
What is a CRM system? CRM stands for Customer Relationship Management. A CRM system is simply a customer-centric system that organizes and tracks your clients throughout their client journey with your business.
What do people mean by CRM software? CRM software (usually SaaS or software as a service) automatically records, tracks, tags, and arranges your customers from lead to buyer with your business. Purchases, support tickets, communication, and marketing engagement are all tracked in one place. They are powerful tools that can revolutionize how you manage customers, processes, and productivity in your business.
What is a CRM System Used For?
When business owners consider using a CRM system, they may only think of tracking clients through their sales pipeline. However, a CRM system can also help you understand your customers better. Your marketing, customer service, and support teams can use your CRM system to help improve the overall customer experience.
CRMs provide you with powerful data analysis and reporting tools to foster sustained growth. Embracing the power of CRM systems can transform your business and help you achieve success.
Here are the essentials of what a CRM system is used for:
Relationship Management
A CRM system tracks your customer interactions, helping you retain customers and gain new ones. It monitors sales pipelines and nurtures customer relationships through contact via emails, calls, and/or texts.
Marketing Tracking
Marketing teams can use the CRM system to track the customer journey and determine the effectiveness of their marketing campaigns.
Customer Service and Support
A CRM system captures and tracks customer inquiries, issues, and complaints. It enables you to provide efficient and personalized customer support, improving customer satisfaction.
CRM systems are essential to optimize your sales, marketing, customer service, and support efforts.
CRM System Software
CRM system software can help with your customer relationships at a basic level by automatically gathering and storing customer data. Consolidating this data gives your business valuable insights into customer behavior, preferences, and needs. Many CRM tools can also provide insights through data analysis to help your customer service teams with customer happiness.
The role of customer relationship management in your marketing and support teams is to use the data to help improve services to the customer. Tagging systems in CRM tools enhances customer segmentation so you can drill down and personalize and target specific customer engagements for effective communication.
CRM system software solutions can be a hub for managing your customer interactions, such as purchases, inquiries, support tickets, and marketing engagements. They can unlock a treasure trove of features to improve business operations, streamline processes, and drive growth.
CRM systems let businesses track and manage leads, monitor sales pipelines, and nurture customers. These features enable you to build stronger customer relationships, resulting in higher customer happiness and loyalty.
CRM System Software Examples
Here are some examples of how software can help enhance the customer experience:
Sales and Marketing Automation
CRM software automates sales and marketing tasks. Lead generation and nurturing, email marketing, and sales journey management can all be automated. A CRM system helps you track customer interactions, identify opportunities, and prioritize your sales efforts.
Centralized Database
CRM system software is a centralized customer database, holding details such as contact information, purchase history, preferences, and communication history. This centralized database ensures your customer information is easily accessible and up to date, saving you and your team time and effort.
Customer Engagement and Communication
CRM tools help your team manage customer engagement and communication with a complete overview of all customer interactions. You can nurture customer relationships throughout the customer lifecycle.
Customer Relationship Management System Strategy
Data Analysis and Reporting
CRM software provides tools to analyze customer data. You can measure sales, assess marketing campaigns, and improve customer service. CRM software enables you to understand customer activity more fully, foster collaboration between your sales, marketing, and customer service teams, and can keep new leads from falling through the cracks.
Analyzing data helps you improve sales, measure your marketing efforts, and maximize customer service for happy clients. This insight also helps your business adapt to the needs of your customers and stay agile and ahead of your competition.
Through data analysis and reporting, you can also identify customer preferences, trends, and areas for improvement. Then your team can act on that data. For instance, you can provide personalized recommendations of products to customers based on the pages they visit and their purchase history in your e-commerce platform.
Your customer relationship management system strategy should include:
- A plan for growing sales
- A plan to improve customer happiness
- A map of your customer journey from lead to prospect to sale
- Determining key performance indicators (KPIs)
- Processes for onboarding your teammates and keeping them up to date
KPIs you may want to track for CRM marketing:
- Customer retention: repeat buyers
- Customer happiness: quality, value, and service
- Churn: voluntary and involuntary
- Profit: the difference between the amount earned and the amount spent
A well-defined customer relationship management strategy is important for your business to thrive.
Include your customer relationship management process in your standard operating procedures (SOPs) manual. This can be helpful for both your current team and for onboarding future teammates. Be sure your sales, marketing, and customer service teams are all included for collaboration and coordinated effort to meet your business goals.
CRM System Tools
Let’s look at what CRM tools are used for and how they can help you enhance your customer’s sales journey.
What Are CRM System Tools Used For?
Centralizing Customer Information – CRM tools are used to manage customer data, including contact information and purchases. You can use the database information to customize personalized interactions and create targeted marketing campaigns.
Managing Customer Interaction – A CRM can capture and track communication for efficient customer interaction management. This can include calls, emails, meetings, and social media interactions.
Automating Sales and Marketing Processes – CRM tools automate sales and marketing processes. These can include email and workflow automation, lead management, and task management. Automation eliminates many repetitive tasks so your sales and marketing teams can focus on managing deals and opportunities and personalizing customer experiences.
Tracking Sales Performance – Your CRM software can provide real-time insight into sales actions and performance. You can monitor the customer journey from lead to sale. Monitor key metrics such as revenue and conversion rates. Your team can take this data and make decisions based on it to maximize sales.
Overall, CRM tools can create better experiences for your customers and prospects, as well as better productivity and performance for your team.
Top 10 CRM System Software
Here is a list of CRM systems popular with businesses:
- Insightly
- Zoho CRM
- Salesforce CRM
- HubSpot CRM
- Pipedrive
- Freshdesk
- Copper
- Nutshell
Some CRM tools are built into larger programs, such as:
* Keap (formerly Infusionsoft)
* Ontraport
* Honeybook
* Dubsado
Out of these CRM system examples of all-in-one programs, bigger businesses use Keap and Ontraport, while Honeybook and Dubsado are designed for smaller businesses and solopreneurs.
You may also find CRMs built into email marketing software and as part of a suite of software tools.
Best CRM Systems
The best CRM tools, like Insightly, are easy to use yet powerful. Here are some of the features that make the best CRM tool.
Affordability
Your CRM has to fit your budget. Starting at $29 per user per month, Insightly is an affordable option for small to medium businesses alike.
Feature Rich
Do you need an all-in-one platform or do you want a stand-alone, dedicated CRM tool? Other features you may want to consider include:
- Ability to use on your smartphone
- Built-in customer email management
- Where data is stored (to meet your region’s regulatory compliance)
Insightly is a feature-rich CRM, offering the ability to work from anywhere, even your phone.
Easy to Set Up and Use
Once you sign up for Insightly, a list of 5 tasks will take you through setup. You’ll even receive emails from Insightly’s onboarding and customer service teams to ensure your success.
If you’ve already set up a CRM tool in the past (such as Salesforce), you can export your data, share with Insightly, and they’ll take it from there.
Integrations
Insightly is the world’s most popular CRM software for Google and Office 365 users. It integrates with all the top sales dialers as well. Via AppConnect, Insightly integrates with over 1000 applications!
Customization
Ensure the long-term adoption of your CRM by your business and increase your team sales and efficiency when you set up your software to fit your processes. With Insightly, you can customize without a team of admins or a developer.
Workflow and Process Automation
Top-notch CRMs are able to automate sales and marketing processes. They simplify lead generation, nurturing, email marketing, and sales pipeline management.
Insightly helps you scale faster with automation, including reminders and onboarding stages.
Reporting and Analytics
The best CRMs offer intuitive dashboards, customizable reports, and analytics tools.
Insightly creates customizable visualizations and charts in moments with your data. Plus, you can customize it with unique KPIs.
Opportunity Management
An effective platform provides a full view of your customer journey from first contact to purchase. This helps you maximize sales and marketing ROI and optimize revenue.
Choosing a CRM System
From centralizing customer data and enabling effective relationship management to sales automation and marketing processes and facilitating exceptional customer service, CRM systems allow your business to thrive.
Insightly provides powerful and affordable enterprise-level features that support your business at every stage. It grows with you and is the best CRM for small businesses, as well as medium and large organizations.
Insightly offers an easy-to-use, yet powerful CRM plus marketing automation and customer service software in one, which helps your team sell smarter, grow faster, and build sustainable customer relationships. Put Insightly to work in your business with a free trial today.