Agency CRM

Unify Your Agency With the #1 Agency CRM

Marketing agencies unify their businesses with Insightly

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Great client relationships require great tools

Running a marketing agency means grappling with multiple clients at once while still providing personalized customer experiences.

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.

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Agencies grow faster with Insightly

Agencies that deliver a unified customer experience with Insightly are winning more clients, generating higher revenue, and retaining clients longer.

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Insightly Marketing

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.

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Insightly CRM

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.

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Insightly Service

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.

“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.”
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Jennifer Nietz
Vice President, COACT

“We use projects to manage complex client reporting on campaign performance and audience insights. Insightly’s flexibility and functionality has empowered our teams to double the number of projects we deliver weekly.”
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Maud Levasseur
Director, Platform Operations, Adsquare

“Insightly is perfect for the mid-market clients we serve: it offers full functionality, it’s easy to use, it has a unified platform, a modern interface, and great price point.”
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Amy Anderson
Co-Founder, Wild Coffee Marketing

Give your agency an edge

See how the right platform can align your agency’s teams and better serve your clients.

Agencies grow faster when teams are unified

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.

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Accelerate Sales

  • Collaborate across the organization with centralized customer data
  • Grow your business faster with lead management and automated workflows
  • Drive greater ROI with tailored opportunity and pipeline management
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Build Relationships

  • Understand complex organizational relationships with flexible record linking
  • Track frequency of interactions by linking emails, proposals and every interaction back to organizations and contacts
  • Increase sales velocity with a holistic view of what the customer wants and needs
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Track key metrics

  • Create graphical data visualizations to reveal insights and monitor progress towards your goals
  • Share data across teams in easily digestible formats so your teams are all on the same page

Integrate with all the apps your agency uses

You’ve got apps for accounting, HR, communication, and more. Insightly AppConnect keeps everything integrated.

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AppConnect puts Insightly CRM at the center

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.

Build automated workflows with 1200+ integrated apps

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Privacy and compliance

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.

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  • Independently assessed for compliance to SOC 2 Type II
  • Single-sign-on via industry standard authentication protocols
  • Support for two-factor authentication
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance

Give your agency an edge