Best Startup CRM

Choose the CRM that will grow with your startup

Startups grow faster with Insightly

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Your startup is going places

You need tools to get you there

You’ve got to focus on your business. It’s grind time and go-to-market speed is the way you are going to win.

You need platforms to help you, but buying software that you outgrow is a waste of time and bandwidth.

Plus, the last thing you need is a ton of vendors and integrations that break. Or worse, spreadsheets and folders that are easy to lose track of.

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Choose a platform that grows with you

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

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Insightly Marketing

Use marketing automation for ‘hands-free’ marketing that makes your startup look like an enterprise. Create and send great-looking emails. Attract website visitors, convert them to prospects, and optimize spend.

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Insightly CRM

Get everything in one place. 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.

“Insightly helps us engage customers, make the most of their time, and generate value. We chose Insightly because it was scalable for the future.”
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Darren Wray
CEO, Fifth Step

“Preparing a proposal used to take almost 2 full days, but now it takes about 15 min with Insightly.”
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Roby Watters
Sales & Marketing, IMS

“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

Give your Startup an edge

See how the right platform can align your Startup’s teams and better serve your customers.

See why Insightly is the best CRM for Startups

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 Startup 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 Startup an edge