• Marketing

    Marketing automation made simple. No expensive integrations. Beautiful email templates. Enterprise-grade dashboards. One unified platform.

  • CRM

    Go beyond transactions. Better connect with your customers, create unforgettable experiences, and align teams with a CRM built with you in mind.

  • Marketing

    With 3 distinct plans to choose from, work with our experts to select the plan that best suits your needs, today.

  • CRM

    Choose from 3 feature-rich plans specifically designed to evolve with the needs of your business as it grows.

  • Build your bundle

    CRM and Marketing automation are better together. Contact sales to learn what Insightly can uniquely offer when you purchase both.

  • Featured Content

    Let’s take a closer look at customer journey, including its evolution over time, and customer journey mapping process.

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    Get insights, tips, and thought leadership

  • Tutorials

    Get started fast or become a power user

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    The latest product news and accolades

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Simplify the customer tracking process with a CRM

Your company serves an ever-growing customer list. Growth is good, but your team is struggling to manage the many moving parts.

Insightly, an easy-to-use customer/client tracking system, simplifies every aspect of relationship management. Our cloud-based system is a one-stop repository for your most important customer information. Manage leads, opportunities, projects, and customer records from any web-enabled device.

Empower your team to:

  • Add customer notes from their smartphones
  • Link contacts, organizations, & projects
  • Connect Insightly to their inboxes
  • Monitor engagement with BI dashboards