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Insightly CRM software allows you to reach your customers at the right time with the right message to build personalized brand experiences, stand out from your competitors, and sell smarter.
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.
Create complex, multi-step business processes with Insightly workflow automation. Send email alerts, create or update records, generate tasks for others when opportunities are won, and even execute custom business logic to sync external systems from SAP, Oracle, and others.
Create and send emails from within Insightly CRM in a few clicks, or send out bulk emails to a list of contacts or leads with ease. Insightly tracks email delivery to customers in real-time and monitors open and click statistics for all email templates—it even notifies you when emails are opened.
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Increase your teams’ productivity by automating and orchestrating workflow tasks, sending emails, updating records, executing custom code, firing webhooks, and much more.
Connect a myriad of data points to create a high-definition picture of your customers, gain visibility into the complex web of relationships, and use all that knowledge to better serve your customers and build lasting relationships.
Building strong relationships with your customers oftentimes involves understanding a complex web of their interactions with teammates, bosses, other teams within the business, and partners.
Insightly CRM helps map and better understand complex customer relationships through flexible record linking functionality. Customers, emails, and other records can be “linked” to existing contacts in your database, allowing you to quickly determine who knows who, and build a clear view of an organization’s structure and informal networks.
Convert won opportunities to projects seamlessly, without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers.
Align your teams and processes around a single source of truth, get rid of silos and time-wasting activities, and close deals faster. Customize views and workflows based on your unique business needs and user preferences, securely connect all your tools, and create custom real-time data dashboards.
Capture and store data and the relationships between datasets with custom objects. Set permissions and visibility for records by business role or department, and schedule and run reports from anywhere.
Build complete custom apps for your business on Insightly CRM with validation rules, calculated fields, workflow automation, and dashboards and reports. Then deploy them for employees to use across the web and mobile devices within minutes…and without writing any code.
With business intelligence built right into Insightly, create beautiful data visualizations to discover insights and chart progress towards your goals. Produce and share dashboards and reports with other team members with drag-and-drop ease of use, and built-in governance and security.
Manage everything on the go with award winning mobile applications for both Android and iOS.
Take the drudgery out of data entry by uploading all contact information from any business card in just one click.
Road warriors can quickly update the other members of the delivery team on the status of their tasks, milestones, and deliverables.
Field salespeople can easily change the status and amount of an opportunity—or create a new one—right at the client’s location.
We use Insightly to run Insightly, so we make sure 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.
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.