Sales teams unify their businesses around their customers with Insightly
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Empower your reps with the sales CRM built for sales teams
Digital transformation is changing the sales process, but there is no replacement for the personal engagement from your sales reps. Prospects expect a flawless customer experience, regardless of the size and make-up of your organization.
Why sales teams need sales CRM software
As a sales leader, you need a single source of truth across your organization. You need to be able to see the pipeline (or multiple pipelines) to forecast accurately and run your business.
You want your reps spending time with customers, not on busy work and paper pushing. When time gets wasted on redundant tasks and outdated processes, it shows up in your bottom line.
Great salespeople will be able to attract business, but in today’s world, it must go hand-in-hand with powerful technology that runs your operation smoothly. Spreadsheets, papers, folders, and dated tools aren’t going to cut it. You’ve got to up your game.
Sales teams grow faster with Insightly
Make your sales reps more productive and your support staff more efficient with a CRM built for sales organizations. Deliver a unified customer experience to win more clients, attract bigger deals, and earn repeat business. Give your team the technology to make it possible.
Marketing automation that is the same platform as your sales CRM is a game changer. It helps sales and marketing teams attract site visitors, convert them to prospects, and run marketing campaigns to earn their business. Insightly Marketing includes an intuitive, simple journey builder, A/B and multivariate testing, beautiful, flexible email templates and enterprise-grade dashboards.
A sales CRM helps to streamline sales processes, improve profitability, and create long-term client relationships. Insightly is easy to use and adopt, incredibly flexible and customizable, integrates easily, and provides quick time-to-value. Plus, it lets you keep contact information up to date and at your fingertips – even on the go.
Great customer service increases revenue and drives great relationships. Insightly Service is a ticketing application that includes a convenient customer portal, knowledge management and insights, SLA management and in-depth analytics. It’s the perfect way to elevate your customer service experience with technology that fits your business. It’s part of the same platform as your sales CRM, so there is no need to add another vendor or make integrations.
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Give your sales team an edge
Explore a sales CRM that will unite your teams and drive revenue growth.
The CRM features that sales teams love
A CRM will do wonders to organize any business. At its core, it’s a central data repository and a single source of information for your business. However, it’s these features in particular that are vital for sales CRMs.
Track incoming leads
Track the most relevant lead information, including a rich activity timeline of marketing campaign source, emails, phone calls, meetings, and tasks. Automatically route leads to the right person, in real time, so sales reps follow up on leads while they’re still hot.
Keep all data in one place with a single source of truth for all your teams. Get rid of silos and time-wasting activities, and close deals faster.
Clear reporting and analytics
Produce and share dashboards and reports with other team members with drag-and-drop ease of use, and built-in governance and security.
Integrate with all the apps your business uses
You’ve got apps for accounting, HR, communication, and more. Insightly AppConnect keeps everything integrated.
AppConnect puts Insightly CRM at the center of your organization.
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.