• Marketing

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

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

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Simplify the customer tracking process with a CRM

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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