Delight customers and achieve your goals while saving up to 30% off the entire Insightly platform.
Best value– save up to 30%
"*" indicates required fields
The length of the average client-agency engagement is decreasing. With more competition and higher expectations from clients, marketing agencies must perform at their highest level to retain long-term business.
The struggle comes with juggling competing client projects simultaneously. A lack of clear processes and the technology to support your team leads to an inefficient workflow. The result is less time spent on clients.
So while you may have great ideas on how to bring value to your clients, it must go hand-in-hand with powerful technology. Spreadsheets, folders, and dated tools aren’t going to cut it. You’ve got to up your game.
Agencies that deliver a unified customer experience with Insightly are winning more clients, generating higher revenue, and retaining clients longer.
Marketing automation helps agencies attract site visitors, convert them to prospects, and run marketing campaigns at scale. Insightly Marketing includes an intuitive, simple journey builder, A/B and multivariate testing, beautiful, flexible email templates and enterprise-grade dashboards.
A CRM helps agencies streamline sales processes, improve profitability, and create long-term customer relationships. Insightly is easy to use and adopt, incredibly flexible and customizable, integrates easily, and provides quick time-to-value.
Great customer service increases revenue and drives great relationships. This makes it an important part of any agency’s value proposition and can be a key differentiator in the industry. Insightly Service is a ticketing application that includes a convenient customer portal, knowledge management and insights, SLA management and in-depth analytics.
See how the right platform can align your agency’s teams and better serve your clients.
Align your teams and processes around a single source of truth, get rid of silos and time-wasting activities, and close deals faster. Customize views and workflows based on your unique business needs and user preferences, securely connect all your tools, and create custom real-time data dashboards.
You’ve got apps for accounting, HR, communication, and more. Insightly AppConnect keeps everything integrated.
With AppConnect there’s no need to copy and paste data between apps, upload CSVs, or to write complex code—all of your apps are just…connected.
With just a couple of clicks your business data transfers between apps automatically making it a breeze to run repetitive business tasks.
Insightly can connect to hundreds of the apps you use every day like Accounting systems, ERP systems, HR systems, Helpdesk and IT systems, databases, calendars, and collaboration and chat tools. There are more than 500 different app connectors in AppConnect ready to go today and new ones are added every week.
We use Insightly to run Insightly, so we make sure 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.