Customizable Workflow Software

Customizable workflow software built right in to your CRM

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 workflow?

A workflow is a sequence of tasks that occur in a predetermined order using or processing data. A workflow has a beginning and an end and since it is an orderly set of tasks, it can often be automated. 

What is workflow automation?

Workflow automation refers to the use of computer software to complete a set of tasks automatically without human intervention. It’s a way to gain efficiency by decreasing the need for human interaction and by avoiding human error. 

What is a customized workflow?

Customized workflows are workflows built to the exact needs of your organization. With customized workflows, you can create series of automated tasks for everything from approval processes to issue tracking to feature development and more.

Customizable Workflow Software

Customizable workflow software, such as the CRM provided by Insightly, offers a multitude of advantages to businesses looking to optimize their operations. These workflow management systems grant control and agency to businesses, empowering them to create a streamlined, bespoke process tailored to their unique needs. Customizable workflow software presents itself as the core of any successful organization, elevating efficiency and productivity while enabling a coherent and logical progression of work stages. 

A robust workflow management system provides the infrastructure required to automate various tasks across different departments. This saves time, enhances productivity, and significantly reduces the probability of errors that usually occur due to human intervention. Introducing this software essentially takes repetitive, mundane tasks off the employees’ plates, leaving them with more time to focus on core activities that demand their expertise and creativity. Technologies like Insightly have introduced cutting-edge workflow management tools that help businesses understand and better their processes.

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The utility these tools present is multifold. Firstly, they offer extreme clarity by visually representing the business process, making it easier for the team to comprehend and follow. Secondly, they single-handedly manage and automate multiple tasks, ensuring consistency and reliability in operations. Lastly, they systematically monitor the workflow, record data, and provide comprehensive reports that assist in identifying bottlenecks, enabling the business to improvise and optimize its processes as it grows. One of the core features of Insightly’s customizable workflow software is its flexibility. This allows businesses to modify their workflow systems per their evolving needs and goals. 

This dynamic characteristic is integral as it ensures that the workflow system stays relevant and useful as the business environment transforms, ensuring the prowess of the business in a competitive market. Bridging the gap between CRM, marketing automation, and customer service, Insightly offers integrated workflow automation platforms. The unified workflow facilitates seamless coordination amongst teams, reducing miscommunication and redundancies on their platform. Moreover, the automated stages of work introduced in their system eliminate manual intervention, speed up processes, and reduce the scope of human error. 

The Insightly platform, when implemented, aids in customer query resolution and support. Integrating this service with the workflow management app boosts responsiveness and resolution time, bolstering customer satisfaction. By incorporating the customizable workflow software, medium or large firms alike can streamline their after-sale processes, ensuring a seamless transition for the customer from the purchase stage to after-sale services. In conclusion, customizable workflow software offers organizations an opportunity to streamline and automate their business processes. It:

  • Enhances productivity 
  • Ensures consistency 
  • Aids in business growth by informing optimization processes 

Platforms like Insightly, with their integrated approach and flexible system, ensure that businesses have a powerful tool at their disposal. An intuitive, customizable workflow system with robust CRM, marketing automation platform and customer service app makes Insightly an effective solution for businesses of all sizes. It ensures the success of each customer after the sale, triggers efficient operations, and guarantees lasting customer relationships.

Components Of Customizable Workflow Software

Customizable workflow software is undoubtedly a transformative tool in today’s business landscape. It incorporates a broad array of key features which can be specifically tailored to meet unique business needs. The components of this software improve operational efficiency, decision-making, and customer satisfaction, making it invaluable to businesses of all sizes in various industries. One crucial component of customizable workflow software is customer relationship management (CRM) workflows. These essential aspects of the software help streamline customer interactions, making it easier for businesses to manage customer data, interactions, and support. 

CRM workflows can be uniquely designed to fit the steps that a marketing or sales team undertakes in their customer journey, enhancing interaction, marketing, and sales efficiency. Insightly’s customizable CRM workflows, for instance, uniquely combine flexibility and ease of use in their design, facilitating efficient customer relationship management for a variety of businesses across diverse industries. The importance of workflow automation cannot be overstated in the modern business environment. 

Automating workflows:

  • Reduces manual labor
  • Increases consistency
  • Improves accuracy 
  • Boosts productivity

For instance, CRM workflows like those offered by Insightly enable automatic updating and tracking of customer interactions, opportunities, and other essential events, leading to increased operational efficiency. 

This automation not only frees up valuable time for teams but also makes workflow monitoring simpler and more effective. To illustrate workflow automation examples further, consider how an automated email campaign within Insightly’s software might unfold. The customizable workflow software enables the automatic sending of designated emails to customers or potential customers at specified intervals, tracking user response and adjusting the following steps accordingly. Such automation reduces the need for constant email management, giving marketers and salespeople more time to focus on strategic tasks. 

Workflow automation for small businesses is another area of significant interest. While big businesses have been utilizing automated workflows for years, they are still a relatively new concept for many small businesses. However, with customizable solutions becoming more accessible and affordable, they are increasingly integrating automation into their workflows. Such software solutions, like those provided by Insightly, offer readily customizable, scalable options for any kind of organization, from tech companies to non-profit organizations. 

In essence, the components of customizable workflow software, including CRM workflows and workflow automation, play a pivotal role in improving business efficiency and productivity. This software, tailored to meet specific business needs, offers companies a robust, user-friendly solution to manage customer relationships, automate repetitive tasks, and facilitate efficient, streamlined operations. By embracing such software, businesses can enhance their customer service, marketing strategies, and overall growth prospects, regardless of business scale or industry.

Customizable workflow software is a transformative solution that brings unprecedented productivity to an array of business operations, irrespective of the industry they belong to. The ability to adjust workflows to mirror precise business needs comes tightly bundled with an assortment of benefits that extend to both the organization and its customers. One of the core benefits of customizable workflow software lies in its ability to automate enterprise-level operations, essentially transforming them into well-oiled, near-autonomous systems. Beam in enterprise workflow automation, and you elevate the efficiency of your business processes, reducing the probability of human errors and speeding up the delivery of your services or products. 

The automation of routine tasks in the enterprise leaves your teams more time to focus on aspects that call for human touch, creativity, and innovation, thereby improving overall productivity. Another profound advantage of workflow solutions is their capacity to streamline business processes. These solutions, when employed, ensure a consistent flow of work, maintaining an optimal rhythm even during peak hours or seasons. Furthermore, the best workflow management tools offer robust evaluation and reporting features, which provide key insights into your workflows, allowing you to tweak and improve your operations based on tangible data, leading to continuous process improvement. 

The benefits of workflow automation become more profound when you consider their effects on team collaboration and communication. The benefits of customizable workflow software fosters superior communication within teams by providing real-time visibility into live projects. This visibility impels a sense of clarity and understanding among team members, which makes decision-making more efficient and accurate. 

The best customizable workflow software comes with flexibility and adaptability as their distinctive features. Given the rapidly changing business environment, having a rigid workflow that refuses to adapt can spell trouble. These customized solutions, however, seamlessly evolve with changing business needs without necessitating a complete overhaul of your operations. This flexibility allows businesses to respond more rapidly and effectively to changes, keeping their services consistent and reliable. 

In terms of customer service, Insightly exemplifies how customizable workflow software can be leveraged to build lasting, meaningful relationships with customers. Their CRM software caters to diverse industries, providing customized solutions that meet specific business requirements. Insights drawn from these solutions enable businesses to understand and anticipate customer needs better, leading to improved customer satisfaction and loyalty. 

In conclusion, customizable workflow software offers a myriad of benefits – from improving teamwork and communications to enhancing process efficiency and facilitating better customer relationships. By choosing the best workflow management tools, organizations can harness the power of customization and automation to drive their growth and success. The ability to adapt and reshape these software solutions to align with evolving business needs ensures continuous improvement and lasting relevance in the dynamic marketplace. Finally, customizable workflow software also demands less maintenance as it can be frequently modified to avoid redundancy. This, combined with their automation capabilities, leads to significant cost and time savings for the organization – a potent testament to their utility and value.

Benefits Of Customizable Workflow Software

Workflow automation tools are invaluable assets designed to streamline operational efficiencies, amplify productivity effectively, and foster a significant reduction in time and cost waste. Insightly’s customizable workflow software ticks off all these boxes, providing teams with digital instruments to navigate complex task sequences with due ease, thus redefining conventional boundaries of efficiency. Nestled in the heart of this CRM software, Insightly’s workflow automation tool stands as a marvel of technological excellence. 

It has meticulously funneled the leaps of technological advancements into a robust solution, thereby automating recurring business operations and reducing manual drudgeries. The tool is renowned for:

  • Its simplicity and versatility 
  • Implementation is an effortless endeavor 
  • Powerful benefits

Emphasizing business adaptability, Insightly extends its capacity to cater to a diverse tableau of industries—from manufacturing, consulting, and professional services to media, advertising, non-profit, and technology. 

Insightly has elegantly merged CRM, marketing automation, and customer service software into one comprehensive platform, thereby eliminating software redundancies and enhancing inter-team coordination. While the platform kick starts its journey with CRM, its scope elongates to include Insightly Marketing, Insightly Service, and AppConnect based on personalized customer requirements. This deft amalgamation of integral business tools is engineered to augment sales intelligence, facilitate swift growth, and solidify enduring customer relationships. 

The inherent customizability of Insightly’s workflow automation tool makes it a compelling choice for businesses. As every business has unique needs and operations, the benefits of customizable software are far-reaching. Leveraging this multifaceted feature, businesses can tailor the software to align with their specific processes and workflows, thereby maximizing its utility. Such intuitive and individual-centric design fosters an environment of seamless technological integration, driving the growth trajectory upwards. 

In conclusion, Insightly’s customizable workflow automation tools stand as a testament to technological sophistication, demonstrating the power to redefine business processes for the better. Keeping pace with the rapid strides in technology and customer expectations, Insightly continues to innovate, paving the way for automation-centered business transformation.