Delight customers and achieve your goals while saving up to 30% off the entire Insightly platform.
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The CRM that’s built to scale. It will grow with you…but you’ll never outgrow it.
Easy to adopt and use across your entire organization every day.
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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
Start acting on leads and create opportunities
Create velocity through your sales process
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
Automate repetitive, manual tasks so your team can focus on what matters most.
Preserve data integrity, capture quality data, and deliver great experiences.
Create a complete record of your offerings and make it easy to close the deal.
Create seamless post-sale transitions, ensure crisp communication, manage projects, and complete them faster.
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
Relationships are everything. Improve every connection you make and grow your business by delivering efficiently on your promises.
Every business is unique. Configure the CRM and information to match your business processes.
Make all your communication even more effective with Insightly.
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
Create customizable charts and visualizations in minutes with the data that matters most.
Increase your teams’ productivity by automating and orchestrating workflow tasks, sending emails, updating records, executing custom code, firing webhooks, and much more.
Solar company shows how Insightly helped them triple revenue without tripling the team.
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.
Manage everything on the go with award winning mobile applications for both Android and iOS.
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Take the drudgery out of data entry by uploading all contact information from any business card in just one click.
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Road warriors can quickly update the other members of the delivery team on the status of their tasks, milestones, and deliverables.
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Field salespeople can easily change the status and amount of an opportunity—or create a new one—right at the client’s location.
CRM stands for “Customer Relationship Management” and includes the processes used by organizations of all sizes for retaining existing customers and acquiring new ones.
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.
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.
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.
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.
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.
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.
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:
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 teams can use the CRM system to track the customer journey and determine the effectiveness of their marketing campaigns.
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 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.
Here are some examples of how software can help enhance the customer experience:
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.
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.
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.
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:
KPIs you may want to track for CRM marketing:
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.
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.
Here is a list of CRM systems popular with businesses:
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.
The best CRM tools, like Insightly, are easy to use yet powerful. Here are some of the features that make the best CRM tool.
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.
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:
Insightly is a feature-rich CRM, offering the ability to work from anywhere, even your phone.
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.
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!
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.
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.
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.
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.
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.
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