Marketing Automation for Agencies

Grow your agency and client base with Marketing Automation from Insightly

Why choose Insightly Marketing?

Build pipeline and revenue

Engage with your audiences, create high-value leads, and grow your business.

Create lifelong customers

Drive loyalty through relevant messaging shared at just the right time in the buying journey.

The marketing app you’ll love

Align across sales and marketing to optimize the customer experience.

Engage audiences and build pipeline

Build trust and grow your business by delivering the right message to the right audience at just the right time.

Insightly Marketing Journeys are an intuitive solution that has helped our client drive a 10x increase in pipeline over just a few months by identifying prospects with a high propensity to convert.

Amy Anderson,
Co-Founder, Wild Coffee Marketing

Email marketing

Quickly and easily create beautiful marketing assets that drive awareness and conversion.

  • Launch great-looking, high-converting campaigns in minutes
  • Use pre-built email templates or customize your own templates with intuitive drag-and-drop functionality
  • Have more control over the way you reach customers with transactional emails and email batching

Landing pages and forms

Create high-quality landing pages designed to convert visitors to leads.

  • Design, build, and clone beautiful, engaging landing pages
  • Capture interest and engagement with embedded forms
  • Share contact information automatically with sales and delivery for seamless follow-up

Journey builder

Create strong relationships by making every touchpoint insightful and engaging

  • Easily build multi-step email sequences that guide customers from awareness to adoption and advocacy
  • Nurture relationships with multi-touch content and logical next-best actions
  • Automatically send notifications, change lead scores, or even trigger workflows based on customer interest and intent

Dynamic list segmentation

Improve your brand reputation and your results by delivering relevant content that builds trust.

  • Show customers you understand them and their business by dynamically adding or removing contacts from your lists
  • Optimize conversion through improved targeting
  • Monitor interest and purchase intent with prospect scoring and grading
  • Segment by firmographic and demographic data and maximize your ability to reach the right person with the right message

Measure and iterate

Make smart decisions, understand what motivates your audience, then iterate and improve on your performance.

The number one biggest benefit of working with Insightly is transparency. Major decisions have to happen and we all have to be on the same page.

Kelsey Dus,
Marketing Director, SIGMA Equipment

Dashboards and reporting

Create a single source of truth, share results across your entire organization, and demonstrate your impact.

  • Track your unique KPIs with shareable dashboard cards and different chart types
  • Evaluate and report on campaign performance with UTM tracking, multi-touch attribution, and ROI tracking
  • Understand audience preference and intent with prospect ID tracking
  • Improve email performance with health reporting

A/B and multivariate testing

Test, learn, and improve your email performance

  • Understand what resonates for your audiences, and what doesn’t
  • Improve your email campaigns and engage your audiences more effectively
  • Go beyond basic A/B testing with easy-to-use advanced testing that will help you optimize results
  • Improve email performance with health reporting

Integrate with ease

Share insights across your entire
organization and build strong
relationships with prospects
and customers.

Modern, unified platform

Extend your reach and drive sales with a unified experience across sales, marketing, and customer support.

  • Show customers you know them with data captured across every single interaction
  • Deliver great experiences across every single sales, marketing, and customer support touchpoint
  • Easy to customize and integrate with the applications you use to run your business


Market smarter and grow faster when you connect Insightly Marketing to the rest of your tech stack.

  • Capture leads more easily from all your digital advertising channels, like Google Ads, Facebook, Instagram, and LinkedIn
  • Connect your eCommerce platform to Insightly, send targeted campaigns, and sell more
  • Empower your marketing operations team to own all your integrations
Watch the video

CRM + Marketing Automation Yields 3x Revenue Increase

Manufacturing firm SIGMA Equipment shares the benefit of using Insightly CRM + Insightly Marketing to drive better cross-team communication, move faster, and generate more revenue.

Watch the video

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.

  • 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

Experience Insightly Marketing for yourself

Frequently Asked Questions

How do agencies use marketing automation?

Leveraging various types of automation, such as email marketing, landing pages, list segmentation, and forms, allows marketers to automate tedious, repetitive marketing tasks. Marketers can then spend time creating engagement-boosting marketing strategies for their agency and their clients. They can also run marketing automation campaigns for clients. 

How do agencies profit from marketing automation?

Agencies can run marketing automation platforms for their clients and create a retainer-based relationship with their clients around the platform. Agencies can also develop materials for clients to use in automation sequences, such as emails, white papers, ebooks, blog posts, etc. and charge for this work.

Is marketing automation only for big agencies?

In the early days, marketing automation platforms came with high price tags that only big agencies could afford. Today, they are many low-cost marketing automation platforms (like Insightly Marketing) that are quite affordable.

Insightly Marketing in Action

Marketing Automation For Agencies

Marketing automation for agencies and digital marketing agencies is a strategic necessity in today’s fast-paced, digital world. By automating routine tasks, marketing agencies can achieve a greater level of efficiency, increase their performance, and enhance the effectiveness of their campaigns. Marketing automation describes the use of technology to automate repetitive marketing tasks such as email marketing and customer segmentation.

See more

Automation also allows agencies to scale their efforts. By leveraging marketing tools for business, agencies can handle more clients and campaigns simultaneously without compromising on quality or effectiveness. In other words, marketing automation allows agencies to do more with less, making it essential to long-term growth and scalability.

Marketing automation drives improved results for agencies and clients alike. Automated campaigns can be personalized and targeted based on specific customer behaviors. Additionally, automation provides a wealth of data that can be analyzed to measure performance and make data-driven decisions.

Aside from using automation for their own benefit, agencies are providing marketing automation services to their clients via marketing platforms for businesses. These services help clients harness the power of automation while creating a new source of revenue for themselves. 

So how should agencies go about selecting the right marketing automation tools?

First, they should look for tools that align with their objectives, as well as those of their clients. Whether it’s improving lead generation, enhancing customer engagement, or measuring campaign performance, the selected tools should cater to these goals.

They should keep in mind that usability is key. Marketing automation tools should be user-friendly and require minimal training to operate. Agencies should also consider the level of support provided by the software vendor, as this can impact the implementation and ongoing management of the tool.

Integration capabilities are also vital. Solutions should seamlessly integrate with existing systems such as CRM, CMS, and analytics tools. This ensures that all data can be synchronized across different platforms, providing a holistic view of marketing activities.

Scalability is another crucial factor that should come into play when deciding between automation tools. As the agency grows and its needs evolve, the tool should be able to adapt and scale accordingly. It should likewise allow for customization to cater to unique needs and situations.

Finally, agencies should consider cost. While it’s important to find a tool that meets all the above requirements, it should also fit within the agency’s budget. Agencies must assess the cost against the potential return on investment and the value it provides to both the agency and its clients.

Agency Automation

Agency automation tactics involve the utilization of marketing automation tools and associated professional services to provide comprehensive marketing solutions. Here are some tactics agencies could employ:

  • Lead Generation and Nurturing: Using automated systems to track, categorize, and nurture leads more efficiently, ultimately improving conversion rates.
  • Personalized Email Campaigns: Automating the creation and sending of personalized email campaigns based on individual lead behavior or customer lifecycle stage.
  • Social Media Management: Leveraging automation tools to schedule posts and analyze audience sentiment across various social media platforms.
  • Automated Content Distribution: Incorporating automation tools to distribute content across channels automatically, thereby improving reach and engagement.
  • Customer Relationship Management (CRM) Integration: Syncing your CRM systems with automation tools to track customer interactions and provide a seamless customer experience.
  • Automated Analytics and Reporting: Automating the data collection and reporting process to measure campaign effectiveness and demonstrate ROI to clients.
  • Offer Bundled Automation Platform Access and Services: Combining the fees for access to the marketing automation platform and the professional services required to manage it into a single offering.
  • Automation Tool Training: Providing training and support to help clients effectively use the marketing automation platform, increasing its value.
  • Strategic Guidance: Offering consultation services to guide clients on effectively using automation tools and devising marketing automation strategies.
  • Automated Follow-up Campaigns: Implementing automatic follow-up campaigns after specific touchpoints like form submissions or webinar sign-ups to keep your brand at the top of potential customers’ minds.

By implementing these tactics, agencies can improve their internal operations and provide a higher level of service to their clients. They can also work to create a strong competitive advantage in the marketplace. Whether it’s streamlining lead generation or providing comprehensive bundled services, these strategies can transform the way agencies deliver value to their clients.

Client Industries That Benefit From Marketing Automation

Automation has become a fundamental part of marketing strategy. It not only enables businesses to deliver quicker results, but obtain critical insights into their customers and service processes. Here are some of the industries that benefit from marketing automation: 

  • Technology: Marketing automation platforms help technology companies nurture leads through the sales funnel, from initial contact to the final conversion. Automation tools can also segment audiences based on factors like product interest or usage, allowing for personalized, targeted campaigns that can increase engagement and conversions.
  • Manufacturing: The manufacturing sector often deals with complex, lengthy sales cycles and a diverse range of clients. Marketing automation can help streamline these processes by nurturing leads over time with targeted content, reminding customers of reordering needs, and providing sales teams with actionable insights. Automating routine tasks like email marketing allows manufacturers to save time and resources while ensuring their customers receive timely, relevant communication.
  • Consulting: In the consulting industry, relationships are the cornerstone of business growth. Marketing automation can help consulting firms build and nurture these relationships. For instance, firms can automate the process of following up with prospects, sending regular thought leadership content, and staying top-of-mind with clients. Automation tools also offer the ability to track and analyze the effectiveness of different communication strategies, helping consulting firms refine their approaches based on data-driven insights.
  • Media and Advertising: The media and advertising industry thrives on creativity. Marketing automation frees up time for creative and strategic work. Automation tools also help agencies segment their audiences, personalize their campaigns, and measure results. Plus, these tools can provide data and insights to enhance campaign effectiveness and demonstrate ROI to clients.
  • Non-Profit: Non-profit organizations often operate with limited resources, making efficiency a necessity. Marketing automation can help non-profits maximize their resources by automating tasks like donor outreach, event promotion, and volunteer communication. Automation platforms can also help non-profits segment their audiences, which is key to creating personalized, targeted communication that can increase engagement and donations. Additionally, automation tools can provide analytics that help nonprofits measure the effectiveness of their campaigns and plan future strategies.

These are just some of the industries that can benefit from marketing automation. In 2023 and beyond, a growing number of sectors are expected to incorporate automation to some extent, further demonstrating the value of this technology. Businesses that continually look for ways to automate are well-poised to succeed in today’s competitive market.

Best CRM For Marketing Agency

Finding the right CRM software can greatly impact a marketing agency’s operations, productivity, and client relationships. Here’s a guide to finding the best CRM for a marketing agency:

  • Understand Your Agency’s Needs: Before starting your search, identify your agency’s needs and objectives. What challenges are you looking to address with the CRM? By identifying your needs, you can focus your search on agency CRM systems that align with your agency’s goals.
  • Look For a Specialized CRM Solution: Certain CRM solutions may be more suitable for some businesses than others. Your CRM strategy for agencies will help you here. For example, a digital agency CRM will likely include features such as social media integration, digital marketing automation, and web analytics. On the other hand, a CRM for distributors may require robust inventory management and supply chain tracking capabilities. Be sure to consider CRMs that specialize in or offer features tailored to your agency’s industry.
  • Consider the Size of Your Agency: Agency size can also determine what type of CRM software for agencies is right for your organization. Smaller agencies may not require the complex features of a larger, enterprise-level CRM. Instead, the best CRM for small agencies might be one that offers simplicity and a few essential features at an affordable price.
  • Ease of Integration: Your CRM software of choice should easily integrate with your existing tools and systems, such as email marketing software, social media platforms, project management tools, and billing software. This integration will allow for smoother operations, eliminating the need for manual data transfer between systems.
  • Scalability: As your agency grows, your CRM should be able to grow alongside it. Look for a CRM agency tool that can adapt to your needs as they evolve over time.
  • Customer Support: Excellent customer support is a crucial aspect of any CRM system. Make sure the CRM provider offers robust support through various channels, such as phone and email. Consider, too, the provider’s reputation for customer service, as this could greatly impact your experience with the CRM.
  • Budget: Finally, consider your budget. The pricing models for CRM systems can vary widely, from inexpensive monthly subscriptions to one-time license fees to expensive enterprise-level solutions. See that the CRM in question offers the features you need at a price that fits within your budget.


Insightly offers an affordable alternative to Salesforce, allowing users to enjoy savings of up to 50% or more. With Insightly, you can determine your CRM needs based on your required features, define roles and permissions, and much more. Get started for free today to reap the benefits of a multifaceted CRM.