Best CRM for Mid-Sized Businesses

Powerful CRM with low total cost of ownership

Grow your business and unify your teams with Insightly

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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?

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Choose a platform that is right-sized for your midsize businesses

A powerful CRM, plus add-on apps for all your teams

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Insightly Marketing

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.

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Insightly CRM

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.

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Insightly Service

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.

“As an admin on the account, I can quickly respond to team members’ questions and make changes myself without waiting for a consultant to do it for me. This has significantly improved our team’s productivity levels.”
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Chris Reider
Director, Client Experience, Knightscope

“We began implementing Insightly on a Monday and were live by that same Friday. Insightly is a very visual tool, which motivated everyone to buy into and use the system.”
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Katie Roberts
Director Of Business Operations And Strategy, Nimble

“Dashboards are fantastic. Insightly has essentially replaced our need for Power BI by delivering visually engaging dashboards directly within the user interface.”
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Nell Jungels
Director of IT, Bright Planet Solar

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.

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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 Business uses regularly.

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 business an edge