Best Enterprise CRM

Choose the CRM that’s feature-rich for enterprises

Enterprises scale faster with Insightly

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Your enterprise relies on your CRM

A great CRM doesn’t have to cost a fortune

With thousands of people relying on your organization, you need a reliable single source of truth.

You also want to see ROI, though, and platforms like Salesforce and MS Dynamics are incredibly expensive to implement and run.

Do you really want a team of 10 people just to operate your CRM? And how is it possible to see ROI with that level of resource investment?

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Choose a platform that can align your teams around the customer

A powerful CRM, plus add-on apps to go-to-market

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Insightly Marketing

Give your marketing team a powerful marketing automation tool to create and send great-looking emails, attract website visitors, convert them to prospects, and optimize spend.

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Insightly CRM

Create a single source of truth for your business. Use Insightly CRM to streamline sales processes, improve profitability, and create long-term customer relationships. As a modern CRM, Insightly is powerful enough to run your enterprise while still being customizable and intuitive.

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Insightly Service

Empower your customer service teams with an intuitive tool. Insightly Service is a service and support platform to manage customer service ticketing. It ensures your team has relevant conversations that drive customer satisfaction and revenue growth.

“Insightly keeps all of our consultants in the loop and fosters an increased spirit of collaboration. Each consultant uses the system to track his or her client interactions, delivering a 360-degree view of the organization’s services and opportunities.”
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Rick Mushing
STEM Consultant, Kent ISD

“We’re using Insightly workflows to create a more systematic pipeline. Our sales management team is prompted to review and convert qualified leads. This approach provides management with necessary oversight while empowering our sales reps.”
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Brian Tessier
Commercial Call Center Manager, Discount Car & Truck Rentals

“We work with a lot of different people and companies. Insightly lets us link our records together, offering a 360-degree view of each relationship.
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Kirsty Macrae
COO, Hardman & Co

Choose the CRM that will show ROI for your enterprise

Yes, you can have all of the features and power you need with a low total cost of ownership.

Choose the CRM that will show ROI for your enterprise

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 used across your teams

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 enterprise an edge