Marketing automation made simple

No expensive integrations. Beautiful email templates. Intuitive journey builder. Enterprise-grade dashboards. One unified marketing automation platform.

Help your sales team build more pipeline

Attract and engage your ideal customers and grow your business faster with Insightly Marketing, a powerful easy-to-use marketing engine built on the same platform as Insightly CRM.

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On-target segmentation

With Marketing and CRM together at last on one unified platform, customer data flows freely throughout the entire customer journey with no chance of getting lost or damaged. Automate the alignment of marketing and sales around a common definition of the ideal customer.

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Engaging customer journeys

Visually represent any customer journey, from simple batch-and-blast to sophisticated nurture. Include logical next-best-action steps to guide your customers through engaging learning experiences about your business, from first contact to advocacy.

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Intelligent campaigns

Improve your campaign effectiveness with enterprise-grade reports and dashboards. See all the familiar engagement metrics including open rates, bounce rates, click-through rates, and more. Conduct A/B testing to identify the winning campaigns.

How Insightly Marketing automates customer journeys

Every interaction your prospects have with your business should bring them one step closer to understanding what you offer and whether that meets their particular needs. With Insightly Marketing you can help them along their way by building engaging and informative customer journeys that clearly chart their course from prospect to customer to advocate.

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Get Started

To start, know who you want to target, the content to send, and actions to take.

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User-determined

Every action a customer takes will determine what happens next.

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Full control

The timing of next actions can be easily managed down to the minute.

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Flexible options

Based on actions taken, decide whether to send notifications, change lead scores, or even trigger a workflow.

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All good things…

You can decide when a journey ends and when you would like for it to begin again.

210122 why marketing customer journey mobile

Get Started

To start, know who you want to target, the content to send, and actions to take.

210122 why marketing customer journey mobile

User-determined

Every action a customer takes will determine what happens next.

210122 why marketing customer journey mobile

Full control

The timing of next actions can be easily managed down to the minute.

210122 why marketing customer journey mobile

Flexible options

Based on actions taken, decide whether to send notifications, change lead scores, or even trigger a workflow.

210122 why marketing customer journey mobile

All good things…

You can decide when a journey ends and when you would like for it to begin again.

Create beautiful emails in minutes

Craft professional emails and newsletters with ease, using Insightly Marketing. To get going, choose from dozens of pre-built templates and use the advanced email builder with intuitive drag and drop functionality to make it your own. Add images and photos to personalize your content even further to deliver engaging experiences to your customers, increase open rates, and drive more conversions.

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Capture interest and feedback with embedded forms

Open up two-way communication with your customers by embedding forms on your website and landing pages. Capture your customers’ interest in attending your events, downloading your content, or in offering their feedback on your products and services. With Insightly Marketing built on the same platform as our CRM, you can automate the sharing of these responses to your sales and delivery teams in seconds.

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Automate the distribution of campaign insights across your entire business

With Insightly’s advanced analytics and reporting engine, which is at the heart of our CRM platform, you can easily analyze, visualize, and share all insights about your customers—from the first time they interact with you. Quickly create comprehensive reports and dashboards that show the performance of campaigns and reveal what’s working and what’s not, so you can focus on doing everything possible to grow your business.

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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.

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  • 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

What is marketing automation?

Marketing automation is technology that helps marketers automate activities such as email, email journeys, social media posting, form actions, etc.

Automating these tasks can nurture your leads through the marketing funnel with personalized messaging that is “hands-free.” Marketing automation platforms are typically cloud-based software for which you pay a fee. The fee is often based on the number of contacts you have in the system.

What are the benefits of marketing automation?

Marketing automation software saves time and resources by streamlining and automating tasks and processes that marketers would otherwise do manually, or not at all. It helps users to save time, produce better results, reduce human error, and use data to target marketing efforts to specific groups.

At the same time, it can increase your engagement with your leads, help convert more leads faster, provide ROI information and data on your campaigns, and show how leads interact with your marketing assets.

Is marketing automation only for big companies?

In the early days, marketing automation platforms came with high price tags that only large organizations could afford. Today, there are many affordably priced platforms that are intuitive so that virtually any organization of any size can use this technology.

Is inbound marketing the same thing as marketing automation?

Inbound marketing is a marketing strategy about creating valuable content that aligns with the pain points of your ideal customer profile and fosters relationships with them as you help them solve problems.

Marketing automation refers to the actual software platform used to automate marketing tasks and nurture leads. In other words, you need a marketing automation platform to run an inbound marketing strategy.