Manage your Business Leads

Collect, organize, and engage leads with less effort. Spend more time closing deals and growing your business by managing your business leads with Insightly CRM.

Lead management is an important part of any sales process. When you get information about someone who might be interested in your products or services but haven’t yet verified their interest or fit for your business, you’ll add them to Insightly on the Leads tab.

Your Insightly administrator can enable or disable this tab, as well as customize the Lead Status and Lead Source fields that you’ll use below. See: Setting up your account for lead management

Insightly Lead Management Features:

  • Automatic Linking on Conversion
  • Linking Emails
  • Convert Leads to Contacts and Opportunities
  • Simple & Advanced Permissions
  • Mobile Business Card Scanning
  • Web to Lead Forms
  • Lead Assignment Rules/Lead Routing

Setting up your leads can take some time to set up but we’re here to help you along the way! Request a demo to learn more about Insightly.

Experience the Insightly platform for yourself