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Modern, Scalable CRM your Team will Love.

Triple your revenue with Insightly.

Get an inside look at Insightly to see how the right CRM can help you reach your revenue goals.

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    See the features that matter to you. See how Insightly can be customized to fit the unique needs of your business.

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    Your time is valuable. Go as in-depth as you’d like, or focus on specific features during your demo – it’s all up to you.

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    See why sales leaders choose Insightly. Because Insightly helps them sell smarter, grow faster, and build long-lasting customer relationships.

GET A DEMO

Choose Insightly to sell smarter & grow faster

300% Improvement

In revenue growth

50% Reduction

In time to project completion

10X Increase

In sales pipeline

More than 25,000 companies rely on Insightly to sell smarter and grow faster

Bloomberg
AT&T
Sanofi
Bosch
Itajoy
Trust
Sharp company
Localtv

How Insightly works

Set up your sale stages

Grow your business faster today

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    Quick deployment.

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    Comprehensive enablement resources.

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    Seamless communication across silos.

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See the value of your pipeline

Grow your business faster today

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    Identify and add new leads easily.

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    Prioritize the right conversations.

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    Build engagement.

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Launch pipeline

Grow your business faster today

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    Improve lead conversion.

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    Increase deal size.

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    Drive higher win rate.

GET YOUR DEMO

Industry leaders trust Insightly

Industry leaders trust G2
5 Star

4.2 (707 reviews)

5 Star

We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs.

Robert N

IT (50 or fewer emp.)

Robert N
5 Star

I needed the ability to associate a single person with multiple companies, multiple opportunities, multiple projects, multiple tasks, etc. Insightly does this. Others do not. I absolutely love it.

James B

Vice President of Economic
Development (50 or fewer emp.)

James B
4.5 Star

It helps in building a strong relationship between customer as it has a variety of functions and integrated tools. It keeps the customer’s potential data for maintaining and increasing the productivity of the business.

Bruno C

Head Of Marketing-CRM
(> 1000 emp.)

Bruno C
5 Star

The interface is very user-friendly. There is no downtime since we have been using it for over seven years. It is customizable and integrates with useful data storage i.e google drive and one drive.

Shahzad A

Director (51-1000 emp.)

Shahzad A
5 Star

I like being able to input contacts, add organizational details, and create tasks. The ability to schedule reminders for your tasks is beneficial. I use the software practically every day.

Bernard N

Chief Operating Officer (50 or
fewer emp.)

Bernard N
4.5 Star

Insightly is easy to use, understand, and navigate. I never need to wonder where things stand as it's all updated in one spot.

Catherine F

Owner (50 or fewer emp.)

Catherine F
4_Star

Creating an onboarding sequence that matches my requirements was possible with Insightly where it hasn't been with other systems. Automated work flows and activity sets make things very streamlined, especially with issues like GDPR obligations.

Owen M

Web designer (50 or fewer emp.)

Owen M
Star_4

When I was searching for a CRM I tried about 5 or 10 platforms. All of them looked heavy or lacked some essential features. When I opened Insightly I knew it was what I looking for.

Administrator in Management

Consulting (50 or fewer emp.)

Administrator in Management
5 Star

Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). The reports can be sent by email which allows my team to stay on track with key metrics.

Brittiny P

Implementation Specialist
(51-1000 emp.)

Brittiny P

Key CRM Features

Use these key features of Insightly CRM to build long-lasting customer relationships and drive your business success

Lead Management
Lead Management
Effectively track, manage, and qualify leads. Automatically route leads quickly.
Opportunity Management
Opportunity Management
Drive sales velocity with control over your pipeline of opportunities.
Insightly Mobile App
Insightly Mobile App
Work from anywhere with Insightly’s convenient mobile application.
Built-in Business Intelligence
Built-in Business Intelligence
Visualize your business growth in real-time with 40+ chart types and drag-and-drop layouts.
Complete Workflow Automation
Complete Workflow Automation
Help your teams work smarter by using the power of Insightly to automate repetitive, routine tasks.
Configurable Profiles and Page Layouts
Configurable Profiles and Page Layouts
Take control over the fields displayed to each user type, the order in which those fields appear, and whether the fields are required.
AppConnect
AppConnect
Convenient low-code/no-code integration engine.
Validation Rules
Validation Rules
Ensure accuracy with data entry and when executing automated processes.
Integrated Project Management
Integrated Project Management
Seamlessly move closed/won opportunities to the post-sales process while preserving all record data.
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Easily integrate with all the applications you use to run your business
Using AppConnect, Insightly’s low-code/no-code integration engine, easily connect all the apps, products, and platforms used across your business
Quick Books Online
Xero
Sage
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ADP
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Facebook
Google Drive
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LinkedIn
Salesforce
Zira
Instagram
Miro
FedEx
Zoom
Insightly CRM in Action

Real Insightly users share how they sell smarter and grow faster

Chris Reider
Chris Reider
Director, Client Experience
Knight Scope Logo
Quote
Knight Scope Logo
Increased speed, team alignment
Advanced security technology company Knightscope needed a simple, customizable CRM and marketing solution to help them build for the future and create business impact with little to no disruption during the migration process.
CRM features like workflow automation and project management, paired with marketing automation, made Insightly the right choice for Knightscope.
Ansela Poonisammy
Ansela Poonisammy
New Business Coordinator
Momentum Logo
Quote
Momentum Logo
Scaling the business acquisition processes
Momentum Consultants & Actuaries needed an intuitive and customizable CRM to streamline its opportunity management, pipeline reporting, and data collection.
Custom fields, objects, and page layouts combined with automated reports and business intelligence dashboards make Insightly the right choice for MCA.
Simon Donovan
Simon Donovan
Head Of Business Development
Pop Logo
Quote
Pop Logo
Scaling to add 6,000 new stakeholders
Insightly’s native project management features, customizable pipelines and reports, and intuitive relationship management tools simplify business development at We Got POP, an entertainment industry advocacy group.
By implementing Insightly, We Got POP has built scalable business processes that yielded 6,000 new stakeholders in one year.
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See how Insightly can align your teams and deliver better customer experiences.
TRY IT FREE

Industry leaders trust Insightly

High Performer
Capterra Shortlist
Momentum Leader Spring
Trust Radius Most Loved
High Performer Mid-Market
Trust Radius Top Rated
G2 Leader Spring
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Industry leaders trust G2
5 Star

4.2 (707 reviews)

See how Insightly helps you beat your sales quota.

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