Marketing automation made easy

Grow pipeline and nurture prospects into wins with Insightly Marketing

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



Lead Scoring and Grading

Lead scoring and grading are used to measure a prospect’s intent and interest based on interactions with your brand.

  • Create lead scoring models to rank prospects and move them to sales with finish actions or journeys
  • Edit scoring models as you learn more about what resonates with your prospects
  • Create prospect profiles to help sales more easily identify prospects that fit your ideal customer profile
  • As you learn more about prospects through their interactions with your brand, the prospect record will be updated



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

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.

Insightly Marketing in Action

Blog Posts

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