Over 32,000 agency CRM users depend on Insightly

It’s feast or famine. Media, advertising and marketing agencies depend on winning pitches and landing project SOW or retainer contracts to stay in business. Sales activities don’t stop at Keynote decks. An agency CRM helps teams track every prospect and client interaction to improve quarterly biz dev cycle outcomes. Understanding your customers better than competitor firms is the key to flipping ‘accounts in review’ in your favor.

In-depth prospect & client profiling

Insightly’s customer contact management and relationship linking CRM features offers your team deeper insights into prospect and client preferences. Track every conversation and interaction. Connect social media activities to profile records. Identify individuals and companies that can influence account wins.

Maintain sales and client services continuity

The average agency turnover rate is 15%. Do you fear sudden staff departures disrupting prospect and client relationships? Break out of desktop-saved, Excel spreadsheet silos by organizing all account and client information in a central, cloud based location. Anyone on your team can up a conversation – mid-sentence- with a prospect or customer, anytime.

Integrations with apps your team already loves

Insightly integrates with G Suite, Gmail, Microsoft 365 Slack, Mailchimp, Box as well as Facebook Lead Ads. Seamless connect the Insightly CRM with apps to easily associate client emails, documents, decks, templates and ad campaigns with client contacts.

A mobile CRM app that goes the distance

Coast-to-coast agency offices. Airports. Hotel check-in counters. Co-working spaces. Cafes. Our Android and iPhone compatible mobile CRM app gives you access valuable client information and account context on the go.