The Customizable CRM System Teams Love

Customize your CRM to reflect your business when you choose Insightly

Why choose Insightly CRM?

Affordable yet powerful

Get modern, robust features in a cloud platform, but skip the enterprise prices.


The CRM that’s built to scale. It will grow with you…but you’ll never outgrow it.

The CRM you’ll love

Easy to adopt and use across your entire organization every day.

Build and Convert Sales Pipeline

Convert quality leads to opportunities, actively manage every step from opportunity to close, and grow your business faster than ever.

Adopting Insightly has helped us close deals faster because the entire team collaborates on providing mission-critical detail in the CRM. From my perspective as a sales leader, the support I get from the team to capture this information and close opportunities is absolutely critical to our success.

Ian Pund, Senior Vice President of Sales,
Noble BioMaterials

Sales Pipeline & Lead Management

Start acting on leads and create opportunities

  • Capture relevant details about each lead
  • Prioritize leads with your teams, and distribute based on criteria you set
  • Empower teams to get a real-time view into where each deal stands

Sales Lead Tracking & Opportunity Management

Create velocity through your sales process

  • Leverage your pipelines to track, manage, and nurture deals efficiently
  • Get insights into what’s moving your business forward, and where the risks are
  • Manage opportunities in customizable pipelines
  • Drive more velocity through the sales and delivery process

Increase Productivity

By supporting intuitive, automated, and scalable processes, teams are empowered to close deals and deliver services faster and more efficiently.

“By leveraging Insightly, we were able to shave 50% off our timelines. Insightly allows us to seamlessly push data to each project directly, which empowers us to move onto the next step in our process instantly.”

Joanna Falcone,
VP Systems and Process Development

Business Workflow & Process Automation

Automate repetitive, manual tasks so your team can focus on what matters most.

  • Eliminate the risk of human error
  • Reduce the number of redundant tasks and processes
  • Scale faster with email, reminders, onboarding stages and much more
  • Free your team from low-value tasks and improve employee engagement

Validation Rules & Advanced Permissions

Preserve data integrity, capture quality data, and deliver great experiences.

  • Make your CRM even more valuable to your business by ensuring that every business-critical field and object is updated with validation rules
  • Ensure accuracy and data compliance
  • Help teams perform efficiently and stay on track by delivering data access to the right roles and profiles with advanced permissions
  • Take control of your data by making sure the right people have the right access at all times

Products, Price Books & Quotes

Create a complete record of your offerings and make it easy to close the deal.

  • Drive process improvement and clarity by helping your teams add the right products to the right opportunities at the right price
  • Create deal velocity, configure and price quotes directly from opportunity records and keep track of the status with quote pipelines
  • Quickly and seamlessly generate PDFs or email quotes directly from Insightly
  • Customize your quotes with branded templates

Project & Task Management

Create seamless post-sale transitions, ensure crisp communication, manage projects, and complete them faster.

  • Seamlessly convert opportunities to projects after the deal is closed
  • Copy all corresponding details, records, tasks and more from the opportunity directly in the project for complete visibility into customer requirements
  • Use pipelines and milestones to enhance cross-team communication
  • Tailor every project with custom fields and page layouts to deliver great outcomes to your customers

Build Lasting Customer Relationships

Show customers and prospects you know them by capturing the right information about every interaction and using your data to deliver great experiences.

Our motto is this: If it’s not in the CRM, it didn’t happen. If you have an idea, explore it.  Get the process on a white board and work with your Insightly team to see if it’s possible. Odds are, the answer is yes.

Jennifer Nietz,
Vice President, COACT

Customer Relationship Management

Relationships are everything. Improve every connection you make and grow your business by delivering efficiently on your promises.

  • Create a single source of truth for every customer relationship
  • Break down communication silos by capturing the right information about every deal and making it accessible to key stakeholders in every department
  • Improve your business processes, elevate the experiences you deliver, and grow your business faster than ever

Customizable CRM

Every business is unique. Configure the CRM and information to match your business processes.

  • Intuitive customization empowers you to easily mold Insightly to your unique business needs
  • Save on cost with intuitive, easy customization – no expensive third party developers required
  • Improve communication, collaboration, and CRM adoption while driving great business outcomes

Customer Email Management

Make all your communication even more effective with Insightly.

  • Deliver complete visibility to all your teams across every single customer email interaction
  • Drive deal and project velocity by tracking and managing each customer communication in Insightly
  • Facilitate proactive communication by picking up the relationship at exactly the right place

Get real-time performance insights

Create real-time, customizable data visualizations in minutes with the data that matters most to your business.

Because operations and sales all utilize Insightly, we’re all empowered to deliver great customer experiences. Insightly delivers a great way for us in operations to understand and get ahead of what’s coming.

Amber Livingston,
Operations Manager, Multifamily Utility Company

Performance Dashboards & Reporting

Create customizable charts and visualizations in minutes with the data that matters most.

  • Customize around your unique KPIs so that your key metrics are visible at a glance
  • Make decisions based on what’s happening with your business in real time
  • Get to a single source of truth for your business, save time on handoffs across teams, and create consistency
  • Create up to 100 shareable dashboard cards on the Professional Plan and an unlimited number of cards on the Enterprise plan
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Do more, better, faster

Increase your teams’ productivity by automating and orchestrating workflow tasks, sending emails, updating records, executing custom code, firing webhooks, and much more.

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Customers drive productivity with Insightly CRM

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Solar company shows how Insightly helped them triple revenue without tripling the team.

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Experience Insightly CRM for yourself

Keep everything safe and secure

Our entire team uses the Insightly platform too, so we ensure 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.

  • SOC 2 Type II certified
  • Single-sign-on via industry standard authentication protocols
  • Two-factor authentication support
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance
  • HIPAA Compliance

Work from anywhere

Manage everything on the go with award winning mobile applications for both Android and iOS.


Scan business cards

Take the drudgery out of data entry by uploading all contact information from any business card in just one click.


Update your projects in real time

Road warriors can quickly update the other members of the delivery team on the status of their tasks, milestones, and deliverables.


Move opportunities along

Field salespeople can easily change the status and amount of an opportunity—or create a new one—right at the client’s location.

Frequently Asked Questions

What is a customizable CRM system?

Customizing your CRM system entails tailoring it specifically to meet your organization’s unique needs. This can include features such as specialized workflows, custom reports, or dashboards explicitly tailored for certain industries or sectors.

What is CRM customization?

CRM customization is about using the customization features within a platform to have it reflect your day-to-day business. This can include creating custom fields, custom objects, custom page layouts, and more. Customizing your CRM makes it a more efficient tool for your end users to operate every day. 

Is it difficult to customize a CRM?

If you choose a legacy CRM like Salesforce, customizations are expensive and take a long time. If you choose a modern CRM, customizations are fairly easy.

Customizable CRM System

In today’s business world, Customer Relationship Management (CRM) systems are crucial for building and keeping strong relationships with customers. They’re like a pipeline for managing interactions with clients and providing good service across the customer’s entire journey with you. 

A key feature of CRM systems is that they’re customizable, which is so important to each business’s unique needs and preferences. This is where Custom CRM Development Comes in clutch, involving designing and coding specific tools and features lined up with a company’s sales plans, marketing initiatives, and customer support requirements. Opting for custom CRM development rather than a generic option means you get a platform perfectly matched to your business goals and that also gives you a competitive edge in managing client relationships.

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It’s essential to understand what CRM software is used for. CRM systems help manage contacts, track leads and sales opportunities, automate sales processes, monitor marketing campaigns, handle customer support issues, and generate reports on important metrics like sales performance or campaign results. All those functions are key for delivering great customer experiences, boosting revenue, and streamlining operations.

A customizable CRM system brings a ton of benefits across many industries. For example, customization lets businesses of any size and industry add tailored data fields and model every touchpoint of their unique customer journey, giving them major control over customer interactions. Features like workflow automation, custom fields, and branded templates empower teams to see deal status in real-time, customize quotes, and improve cross-team communication.

Furthermore, customization improves the user experience by letting CRM users tailor their everyday workflow. Folks can build views matching their personal preferences and add custom objects to further personalize those views, accessible on any device. This customization through specialized features, workflows, reports, or interfaces is perfect for each organization’s needs or industry standards, giving them a leg up on competitors using generic out-of-the-box solutions.

A customizable CRM system is invaluable for businesses wanting to develop long-term relationships with customers while also driving growth and efficiency. Custom CRM development enables companies to design solutions perfectly aligned with their objectives, ensuring smooth management of leads, sales process automation, streamlined marketing campaigns, and great customer support. Having the ability to customize CRM systems to specific business needs not only improves user adoption but also helps businesses successfully navigate the competitive landscape.

CRM systems are like a toolbox for managing customer relationships – the more you can customize the tools, the better they’ll work for your unique business!

Customizing CRMis kind of like getting a bespoke suit tailored just for you rather than off-the-rack. It ensures a perfect fit.

The right custom CRM solution lets businesses put their best foot forward with clients – it’s like giving them your best smile!

The bottom line is that customizing your CRM is one of the smartest things a business can do nowadays when keeping customers happy and coming back is everything. Being able to shape your CRM platform exactly the way you need it for managing contacts, sales, marketing campaigns, and handling customer issues is priceless.

Opting for a tailored CRM solution rather than some rigid off-the-shelf software gives you total control to mold it around how your business works and what your teams need to crush it day-to-day. You can customize reports, views, fields and more to match your company’s goals and style, which gets employees on board and pumps up their productivity. At the end of the day, a CRM that’s a custom fit for your organization’s unique approach gives you a killer advantage when it comes to wowing customers and outpacing the competition.

Benefits Of A Customizable CRM

For any business trying to connect with customers and prospects, a solid CRM platform is super important – it’s like the backbone keeping everything organized. By bringing communication and data together, CRM software gets your teams collaborating smoothly like a well-oiled machine. A big perk is being able to customize it, with some really great advantages.

Adding marketing personalization into the mix is so key these days. Using customer data like past purchases, you can serve up experiences tailored to each person – kind of like having a personal chef instead of boring cafeteria food every day!

The right customization also lets you integrate your CRM with other tools your teams use so you have the full 360-degree view of every customer readily available in one spot. Your sales reps can tap into detailed central profiles to pitch prospects in a way that really resonates, like giving a gift that’s tailored specifically to what someone wants. And having all that integrated data consolidated in the CRM gives you clearer insights and the full picture, like finally completing a puzzle.

On top of that, CRM customization allows adding marketing automation to streamline repetitive work. Functions like lead scoring, triggered follow-ups, and automated lead nurturing can help boost productivity like an intern tackling tedious tasks so your team can focus on strategy.

The major benefits of customizing CRM include:

  • Improved efficiency – fields, objects, and layouts match your business
  • Personalization for tailored experiences. 
  • Unified customer data for informed decisions. Bringing together info from all channels gives you the full picture, the completed puzzle, so your teams can make smarter choices at every point along the customer journey.
  • Adaptability – your CRM feels like comfy stretchy pants.
  • Better customer service with integrated ticketing – help desk in your pocket!
  • Outreach personalized for each prospect. Speaking their language.  Flexes and adapts as your business grows and changes shape, making sure your platform is always a perfect fit.
  • Analytics for data-driven targeting. Your data scientist serving up insights.
  • Increased productivity by automating tasks. More time for the important stuff! 

With the right customization, your CRM can help strengthen customer relationships, improve efficiency, and drive growth through consistent, tailored experiences – like having tools specialized for your exact needs.

The bottom line is, as things get more digital, having a customizable CRM that evolves with your business and customers gives you a real edge. When you can shape your CRM to bring unified data, automation, and custom experiences all together in one place, it supercharges your team’s ability to wow clients and prospects. A tailored CRM solution is just invaluable for managing those all-important customer relationships in today’s market.

How To Customize A CRM

Getting your CRM platform to align seamlessly with your business’s unique needs and processes is key for success. It’s like tailoring a bespoke suit – you want that perfect customized fit aligned to your objectives. Here’s a structured approach to *customizable CRM software so that it feels designed just for you:

Define Your Data Fields and Attributes

First, ensure your CRM captures comprehensive customer data. Creating customized fields and layouts allows collecting details like text, numbers, dates, and other attributes. This flexibility results in richer profiling and segmentation so you can personalize messaging and experiences.

Take the time to map common customer journeys and identify data needing capture at each stage. Add custom fields for key details not in standard objects. Ensure field lengths accommodate all data. Set page layouts organizing related fields logically. It’s like getting measurements and fabric preferences for a tailored suit.

Build Custom Reports and Dashboards

Next, construct customized reports and dashboards to generate actionable insights from customer data. Well-designed CRM dashboards provide an integrated view of all interactions for quick, informed decisions. Custom data reports allow drilling into specific segments and metrics, revealing nuanced behavioral trends and opportunities. Build reports on sales pipeline, lead conversion rates, customer lifetime value. Create dashboards aligned to each team’s KPIs. It’s about seeing both the big picture and small details.

Automate Workflows

Don’t waste time on repetitive tasks – use workflow automation to trigger actions based on preset criteria. For instance, automate personalized follow-up emails after purchases or service calls. Build workflows standardizing lead assignment, opportunity progression, and customer onboarding. Configure time-based reminders for follow-ups. Automatically notify support when issues aren’t resolved quickly. This saves hours while ensuring consistency. It’s like a robot assistant handling mundane stuff so you can focus on strategy.

Implement Customer Attribution

Understanding how different touchpoints across a customer’s journey impact outcomes is vital. Deploying marketing and sales attribution models illuminates your most effective channels and win-back tactics. Integrate CRM with marketing platforms to track engagement through each channel. Attribute conversations to the campaigns or activities driving them. This insight optimizes your overall strategy and budget allocation. It’s about giving proper credit where it’s due.

Leverage Insightly’s Offerings

Tools like Insightly provide awesome no-code customization options through drag-and-drop configuration, workflow automation, and custom objects tailored to your needs. It’s like having a magic wand to modify your CRM platform to be uniquely yours without complex coding or development.

With the right customization following CRM best practices, your system can help strengthen customer relationships, boost efficiency, and give your business a competitive edge. A tailored bespoke suit always looks sharper and fits better than something off-the-rack! With a strategic approach, companies can maximize value from investments in a customized platform aligned tightly to their unique processes and objectives. The key is properly defining your needs, taking advantage of built-in customization tools, automating intelligently, integrating data, and driving ongoing governance and adoption.