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The HIPAA-compliant CRM your team will love
Worry less about security. HIPAA, SOC2, GDPR, and more. Insightly is built with security in mind.
Explore the features. See the CRM features healthcare professionals use most often.
See why teams love us. Ease of use + compliance helps you
grow your revenue and build lasting patient relationships.
Worry less about security. HIPAA, SOC2, GDPR, and more. Insightly is built with security in mind.
Explore the features. See the CRM features healthcare professionals use most often.
See why teams love us. Ease of use + compliance helps you grow your revenue and build lasting patient relationships.
Join the thousands of companies across nearly every industry that run on Insightly.
Discover our Features
CRM
View all customer and pipeline data in one place. Lead status, contact info, emails & calls, deals, analytics, and more.
Pipeline Management
Auto-move leads through stages in your pipeline based on triggers such as scoring, form submissions, and activity completion.
Lead Scoring
Automatically score leads based on demographics, website interactions, profile data, and more.
Sales Routing
Auto-assign leads to sales reps based on location, product, and expertise. Route missed calls to next available agents.
Marketing Templates
Get pre-built and customizable templates for marketing campaigns, emails, landing pages, and more.
Project Management
Create, assign, and track tasks in your pipeline. Link tasks to projects and milestones to streamline record keeping.
Customer Service
All customer details at your fingertips. Communication history, past inquiries, and more. Send automatic emails and reminders.
Dashboards
Get custom reports. Track sales performance, conversion rates, task completion, projected revenue, and more.
Integrations
Integrates with G Suite, Office 365, Mailchimp, Slack, QuickBooks, Evernote, Xero, Jira, ADP, and 2,000+ more.
Customer Reviews
The integrations your business needs
Connect every single application you use today with AppConnect, Insightly’s powerful, no-code integration engine.
FINANCE
QuickBooks Online
Sage
Xero
HR
Workday
BambooHR
ADP Workforce Now
SALES
ZoomInfo
DocuSign
Gong
MARKETING
WordPress
Microsoft Power BI
Asana
SUPPORT
Slack
Drift
Calendly
DEVOPS/IT
Jira
ServiceNow
Okta
eCOMMERCE
Magento
WooCommerce
Shopify
Based on 2,464 reviews
Insightly is fully compliant with all obligations required for the privacy and security of Protected Health Information including those defined by the HIPAA Security Rule as a Business Associate under the United States Health Insurance Portability and Accountability Act of 1996.
Insightly is fully compliant with all obligations required for the privacy and security of Protected Health Information including those defined by the HIPAA Security Rule as a Business Associate under the United States Health Insurance Portability and Accountability Act of 1996.