Marketing Automation for Professional Services

Grow your firm and drive more revenue 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 professional services firms use marketing automation?

Marketing automation is technology that helps marketers in all types of professional services businesses automate activities such as email, email journeys, social media posting, form actions, etc. From automating appointment reminders to sending out automated email nurture campaigns, marketing automation platforms can make small teams of marketers seem bigger and output more.  

What is professional services marketing?

When marketing a professional services business, it’s the personal touch of the providers that really shines. Therefore, while traditional marketers focus on features and benefits, professional services marketing is more about the providers and people within the business. For example, the lawyers at a law firm, accountants at an accounting firm, etc.  Building trust is a focus of professional services marketing.

How do you market professional services?

Professional services are often location-based, so looking at local and regional markets and competitors is vital. Awareness and trust building are vital as are customer and lead nurturing, networking and prospecting. Word of mouth is also vital, so providing excellent customer service and customer experience will enable referrals and repeat business. Your marketing automation platform can facilitate referrals with automation campaigns.

Insightly Marketing in Action

Marketing Automation For Professional Services

Marketing automation for professional services is a game-changer in the world of client management and engagement. But what is marketing automation? Well, imagine having a personal assistant who effortlessly takes care of your marketing tasks, freeing up your time and energy. That’s what marketing automation does — it streamlines and automates repetitive marketing tasks, allowing you to focus on what you do best: serving your clients.

See more

What Is Marketing CRM (Customer Relationship Management)?

One crucial aspect of marketing automation is its integration with Customer Relationship Management (CRM) systems. CRM with marketing automation combines the power of client data management with automated marketing campaigns. This means you can effectively track client interactions, nurture leads, and personalize communications — all within a single platform.

What Is Marketing Automation in CRM?

Professional services can benefit greatly from marketing automation. Whether you’re an accountant, lawyer, consultant, or financial advisor, automating your marketing efforts can enhance client acquisition and retention. 

Marketing CRM software helps you capture and analyze client data, enabling you to create targeted campaigns that resonate with your audience. You can automate email sequences, schedule social media posts, and even personalize content based on client preferences. This level of automation not only saves time but also ensures consistent and tailored messaging across multiple channels.

How to Automate Marketing

To automate marketing for professional services, start by selecting a marketing automation platform that integrates seamlessly with your existing CRM system. Define your goals and create a strategy that aligns with your clients’ needs. Then, leverage the automation tools to create personalized campaigns, track engagement metrics, and refine your marketing approach. 

Remember, marketing automation is not about replacing the human touch; it’s about leveraging technology to enhance client relationships and deliver a more tailored and efficient service.

Professional Services Firms

Professional services firms encompass a wide range of industries, including accounting firms, marketing firms, and legal services, among others. These firms are made up of experts who provide specialized knowledge and skills to clients seeking professional advice or assistance. Whether it’s helping businesses with their finances, crafting effective marketing strategies, or navigating the complexities of the legal system, professional services firms play a vital role in supporting their clients’ success.

Advantages of Automated CRM Systems for Professional Services Firms

Regardless of their size, professional services firms can greatly benefit from implementing a CRM and marketing automation. A CRM system allows professional service firms to effectively manage client relationships by centralizing client data, tracking interactions, and maintaining a comprehensive view of client history. These capabilities are crucial for providing personalized services and nurturing long-term client partnerships. Your CRM software for professional services firms must be backed by a CRM strategy for professional services firms

Marketing automation, on the other hand, helps professional services firms streamline their marketing efforts. By automating repetitive tasks like email campaigns, social media scheduling, and content creation, firms can save time and deliver consistent messaging to their target audiences. Furthermore, marketing automation enables firms to track and analyze campaign performance, helping them refine their marketing strategies and make data-driven decisions.

In today’s competitive landscape, professional services firms need to leverage CRM and marketing automation to stay ahead. These tools not only enhance client management and engagement but also enable firms to optimize their marketing efforts and drive growth. By harnessing the power of technology, professional services firms can better serve their clients and establish themselves as trusted advisors in their respective industries.

Marketing Automation Service Providers

When it comes to marketing automation, choosing the right service provider can make all the difference in maximizing benefits for your business. Marketing automation service providers offer a range of platforms and tools designed to streamline your marketing efforts and boost your overall efficiency. But what should you look for when selecting a provider?

Features and Capabilities

First and foremost, consider the features and capabilities offered by the provider. The best marketing automation platforms provide a comprehensive set of digital marketing automation tools that encompass email marketing, landing pages, list segmentation, lead management, campaign automation, analytics, A/B testing, and more. Look for a platform that aligns with your specific business needs and goals.

Ease of Use

Another crucial factor to consider is ease of use. Look for a marketing automation service provider that offers an intuitive interface and user-friendly features. You want a platform that is easy to navigate and doesn’t require extensive technical expertise to set up and manage.

Customer Support

Furthermore, consider the level of customer support provided by the service provider. Look for a company that offers responsive customer support, whether through live chat, email, or phone. This ensures that you have the necessary assistance when you encounter any issues or have questions about the platform.

Insightly Marketing Automation Services

One standout provider in the marketing automation space is Insightly. insightly’s marketing automation services offer an impressive array of features. With Insightly, you gain access to advanced lead nurturing capabilities, allowing you to create personalized, targeted campaigns that resonate with your audience. 

The Insightly platform also includes robust email marketing tools, enabling you to design and automate engaging email sequences. In addition, Insightly offers comprehensive analytics and reporting, providing valuable insights into campaign performance and ROI.

Types Of Marketing Automation Tools

There is a wide range of marketing automation tools available to help streamline and optimize your marketing efforts. Let’s explore some of these different types of marketing automation tools and how they can benefit professional services firms.

Marketing Automation Tools List

  • Email marketing software: One popular category of marketing automation tools is email marketing software. These tools allow you to create and automate email campaigns, segment your audience, and track engagement metrics.
  • CRM systems: CRM (Customer Relationship Management) systems are another essential type of marketing automation tool. These platforms help firms manage and track client interactions, store valuable client data, and streamline communication.
  • Marketing automation platforms: Marketing automation platforms that integrate with social media are also valuable for professional services firms. These tools enable firms to schedule and automate social media posts, engage with followers, and analyze social media performance.
  • Lead nurturing software: Another type of marketing automation tool is lead nurturing software. These platforms allow firms to automate the process of nurturing leads through targeted and personalized campaigns.

Marketing Automation In Professional Service Firms

Marketing automation plays a crucial role in the modern digital marketing landscape, providing professional services businesses with the tools they need to streamline their efforts and drive success. So, what exactly is marketing automation in digital marketing, and why is it so important?

What Is Marketing Automation in Digital Marketing?

In digital marketing, marketing automation refers to the use of software and technologies to automate repetitive tasks, personalize communications, and deliver targeted campaigns across various digital channels.

Improved Efficiency

One key benefit of marketing automation in digital marketing is improved efficiency. By automating tasks such as email campaigns, lead nurturing, and social media scheduling, businesses can save valuable time and resources. This allows marketing teams to focus on more strategic initiatives and creative aspects of their campaigns.

Enhanced Personalization

Furthermore, marketing automation enhances personalization. With the ability to track and analyze customer data, businesses can deliver tailored content and messages to their audiences. Personalization fosters stronger customer relationships, improves engagement, and increases conversion rates. It also enables businesses to segment their audiences based on demographics, behavior, or other relevant criteria, allowing for more targeted and effective campaigns.

Seamless Integration

Marketing automation platforms offer a range of features and capabilities to support digital marketing efforts. These platforms often integrate with other tools and technologies, such as CRM systems, to provide a seamless experience and comprehensive view of customer interactions.

B2B Marketing Automation

Marketing automation platforms are particularly valuable in B2B marketing. They enable businesses to nurture leads, track interactions throughout the buyer’s journey, and automate follow-ups. This helps drive conversions and accelerates the sales cycle.

To leverage marketing automation effectively, businesses can partner with marketing automation companies or invest in marketing automation platforms that align with their needs and goals. By incorporating marketing automation into their overall digital marketing strategies, businesses can enhance efficiency, deliver personalized experiences, and achieve greater success.

Best Marketing Automation Tools

Insightly stands out as one of the best marketing automation tools for digital marketing automation, especially for professional services. 

Insightly offers a comprehensive suite of features specifically designed to cater to the needs of businesses, including B2B marketing automation platforms. With Insightly, professional services firms can automate their marketing efforts, streamline their processes, and drive success.

Benefits of Insightly Marketing Automation

Insightly’s marketing automation tools provide a wide range of capabilities. 

  • Personalization: From advanced lead nurturing to email marketing automation, Insightly empowers businesses to create personalized and targeted campaigns that resonate with their audiences. 
  • Reporting and Analytics: Insightly also offers robust analytics and reporting, allowing businesses to track campaign performance, measure ROI, and make data-driven decisions.
  • CRM Integration: One of the key advantages of Insightly is its seamless integration with CRM systems. This integration enables businesses to centralize client data, track interactions, and maintain comprehensive views of client history.
  • Ease of Use: Insightly is known for its user-friendly interface and ease of use, making it accessible to businesses of all sizes and levels of technical expertise. Furthermore, Insightly’s customer support is some of the best in the business, ensuring that businesses have the necessary assistance when needed.


Insightly is one of the best marketing automation tools for professional services. With its comprehensive features, integration with CRM systems, user-friendly interface, and reliable customer support, Insightly offers automated marketing solutions that can empower businesses to achieve their digital marketing goals effectively.