Grow your business and unify your teams with Insightly
"*" indicates required fields
You’re not in the Fortune 500. Don’t over-buy.
Big blue clouds and their hefty price tags are just the beginning
When CRM shopping, many companies see just a monthly rate, but fail to look at total cost of ownership. Will you need an outside implementation firm? A team to run your CRM day-to-day? These costs add up fast.
Most mid-sized businesses don’t need a CRM built for the Fortune 500. And they don’t have 6-12 months to implement it either.
Why break the bank and waste months on a system that is supposed to actually save you time and money?
Choose a platform that is right-sized for your midsize businesses
A powerful CRM, plus add-on apps for all your teams
Use marketing automation for ‘hands-free’ marketing that amplifies the output of your marketing team. Build powerful customer journeys to nurture leads. Attract website visitors, convert them to prospects, and optimize spend with a full-featured marketing automation platform.
Have a single source of truth across your business with a tool that’s easy to customize and integrate. Use Insightly CRM to 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. Insightly Service is a service and support platform to manage customer service ticketing and empower your team to have relevant conversations and drive customer satisfaction.
"*" indicates required fields
Give your business an edge.
See how the right platform can align your businesses’ teams and better serve your customers.
See why Insightly is the best CRM for Midsize Businesses.
Get the power you need with a low total cost of ownership and quick time to value. 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.
- 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
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 Business uses regularly.
You’ve got apps for accounting, HR, communication, and more. Insightly AppConnect keeps everything integrated.
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
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.