Unite your marketing, sales, and customer facing teams around your customers with the best unified CRM for eCommerce
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eCommerce companies unify their businesses around their customers with Insightly
Without a strong customer relationship management (CRM) tool, your business may miss opportunities to provide optimal service.
Why your eCommerce businesses needs a CRM
Gaining an accurate view of your customers is a challenge for all businesses. Whether through social media, advertisements, or email marketing, users land on your site through a variety of channels. While there, they can browse all sorts of items. Tracking their interests and journey is simple in isolation but it becomes a struggle when your online store receives hundreds of leads a day.
eCommerce companies need a way to track shopping behavior at scale. Many organizations rely on a disparate set of solutions to do so. This causes data to be scattered across multiple platforms and a disconnect emerges between your sales and marketing teams.
Without a unified system to connect your customer data, you cannot understand the individual journey to create the personalized buying experience that distinguishes your eCommerce business from the competition.
Empower your eCommerce business to deliver the best customer experiences
eCommerce businesses must understand customer preferences to surface relevant products and minimize friction during the buyer’s journey. Aligning your teams on one CRM is essential.
Insightly Marketing
Marketing automation helps your eCommerce business attract site visitors, convert them to prospects, and run marketing campaigns at scale. Insightly Marketing includes an intuitive, simple journey builder, A/B and multivariate testing, beautiful, flexible email templates and enterprise-grade dashboards.
Insightly CRM
A CRM helps eCommerce businesses streamline sales processes, improve profitability, and create long-term customer relationships. Track behavior to improve the customer experience, target upsell campaigns and personalize interactions. Insightly App Connect allows you to link your CRM with the top eCommerce solutions on the market like Shopify, Magento, Woo Commerce, Shopware and more. Insightly is easy to use and adopt, incredibly flexible and customizable, integrates easily, and provides quick time-to-value.
Insightly Service
Offer great customer service with a ticketing application that includes a convenient customer portal, knowledge management and insights, SLA management and in-depth analytics.
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Streamline business processes
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.
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
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
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 in your eCommerce business
Your consulting firm has 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, 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.
