Small businesses grow faster with Insightly
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Every dollar counts when you are running a small business
You need software that’s affordable and makes you better
Small businesses offer a personalized touch to build strong and lasting client relationships. You need software systems that help facilitate that at scale.
What’s your customer’s favorite product? What’s their spouse’s name? What do they order at Starbucks?
A disparate assortment of spreadsheets, documents, and software won’t cut it when it comes to facilitating personal relationships. Plus, with poor tracking of your customers and leads, you run the risk of missing out on opportunities to drive more business revenue.
Grow your small business faster with Insightly
A powerful CRM, plus add-on apps to go-to-market
Use marketing automation for ‘hands-free’ marketing that makes your company look like one of the big guys. Create and send great-looking emails. Attract website visitors, convert them to prospects, and optimize spend.
Get everything in one place. Use a 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.
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Give your small business an edge
See how the right platform can align your businesses’ teams and better serve your customers.
Small businesses 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.
- 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 Small Business uses regularly.
Connect with QuickBooks, PayPal, email tools and more using AppConnect.
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.