Insightly is the innovator of scalable CRM software that enables companies to go beyond transactions and grow lasting customer relationships. Built by pioneers in CRM with a modern approach, Insightly easily integrates with existing applications, and delivers marketing automation, sales and project management on its unified customer data platform. Insightly is helping more than 25,000 businesses solve enterprise-sized challenges by enabling them to optimize the customer journey and grow revenues faster.
Gartner Peer Insights comparison*
*As of January 15, 2020 in the Salesforce Automation Market. Gartner Peer Insights reviews constitute the subjective opinions of individual end users based on their own experiences, and do not represent the views of Gartner or its affiliates.
We were using Zoho CRM, but we needed something better that client-facing teams would actually use.Read moreJohn Hayson, Director, Tomahawk Tourism Marketing
Unlocking Project Management Automation with Workflows
“Insightly workflows make life easier for client-facing teams while simultaneously ensuring that staff follow internal procedures.” Insightly workflows have also produced a more transparent and scalable sales pipeline. “Web inquiries automatically show up as Insightly leads, which prevents anything from slipping through the cracks.” Hayson said. “Workflows ensure that prospects are properly followed up with until the opportunity is won or lost.”
Insightly is a highly reviewed Zoho CRM alternative
*As of January 15, 2020 based off of 470 reviews. The Capterra Arrow logo is a service mark of Gartner, Inc., and/or its affiliates, and is used herein with permission. All rights reserved.
**As of January 15, 2020 based off of 470 reviews. The GetApp logo is a service mark of Gartner, Inc., and/or its affiliates, and is used herein with permission. All rights reserved.