“To put it simply, Insightly allows us to operate our business better…”

‐ Adrian Lloyd, partner at Episode 1

Grow Your Business with Insightly

Your business has reached a level of confidence and success that makes you proud. While you are more nimble than the bigger players, and you understand your customers better than anyone, it’s an awkward stage as you innovate at race-car speed.

Upgrading and improving as the wheels are spinning through the next lap is a tough balancing act, and you’ve got a ton of potential. You need a great CRM to help you keep things moving.

Use Insightly to develop consistent procedures and collaboration, improve data accuracy, and reduce the time you spend on routine work. With everyone on the same track, you’ll reach your milestones and achieve every goal you set. Do you need to:

  • Improve collaboration? To manage the pitstops of a growing business, everyone on your team needs to be singing the same tune. Use Insightly to coordinate your colleagues and your teams throughout the organization, in the office or on the road, from your Web browser or your mobile device

  • Work with multiple apps across your business? Probably. Today, there are hundreds of applications to help you run your business more efficiently, but connecting them can be a pain. Insightly has you covered with key direct and indirect integrations. Display payment information directly in your customer record from QuickBooks Online. Link to your files in Google Drive, Dropbox, Box, or OneDrive. And with Zapier’s integration to Insightly, you can connect to hundreds of other apps to increase your productivity.

  • Track emails? Keep a copy of every pertinent email and make a note for every call. Emails saved to Insightly are automatically linked to senders and recipients, giving you a comprehensive history of your communications with a contact.

  • Coordinate calendars? Sync Insightly items to your Google or Exchange calendar and view all your events in one place. Meetings synced from your external calendars are linked to all related Insightly contacts automatically.

  • Monitor the overall health of your business? Insightly’s opportunity reports let you keep tabs on the sales pipeline, from the incoming prospects to the closed deals.

  • Better manage your workload? Make sure deliverables are all there and on time. Through Insightly projects, with pipeline and activity set workflow tools, you won’t miss a beat.

  • Send updates or outreach emails to groups of contacts? Our email tools allow you to email contacts and track opens and clicks, so you can see how your communications are performing and adapt them for the best response.

Affordable Pricing to Support Growth

Free

$0

Free for up to 2 users

Basic

$12

Per user/month
(billed annually)

$15 /user/month (billed monthly)

Plus

$29

Per user/month
(billed annually)

$35 /user/month (billed monthly)

Professional

$49

Per user/month
(billed annually)

$59 /user/month (billed monthly)

Enterprise

$99

Contact Sales

+1 (888) 999-4039

Per user/month
(billed annually)

$129 /user/month (billed monthly)

“I found the whole process of signing up to and using Insightly very simple and not challenging. When looking for a CRM I trialled 4 – 5 CRMs and Insightly was the easiest and nicest to use by a long way.”

Source: Business Project Manager, Medium Enterprise Health Care Company TechValidate

Eliminate Chaos in Growing Businesses

  • See why our customers love their CRM

    ShuttleCloud

    Industry: Technology

    United States

  • See why our customers love their CRM

    Iron Horse Brewery

    Industry: Brewing

    United States

  • See why our customers love their CRM

    Centercode

    Industry: Technology

    United States

  • See why our customers love their CRM

    Warwick Mills

    Industry: Manufacturing (Protective Materials)

    United States

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See Why Small to Medium Enterprises (SMEs) Love Insightly

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Resources

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Getting Started: An Overview of Projects and Opportunities

You’ve mastered contacts and organizations and are familiar with the contact management side of Insightly. View this recorded webinar to familiarize yourself with projects, opportunities, pipelines and activity sets.
Watch

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Rolling Out Insightly in Your Company

If you’ve just created an Insightly account and are looking to implement it across your company or team, view this recorded webinar to better understand Insightly’s system settings and prepare your account for adding other users.
Watch

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Keep Customers
Coming Back

This is an intermediate webinar for those of you who are familiar with Insightly, but now want to focus on how you can use Insightly to increase revenue and keep happy, loyal customers. This recorded webinar covers our MailChimp integration, bulk editing and viewing permissions among other features.
Watch

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Improve Organization and Productivity

This is an intermediate webinar geared toward learning the features of Insightly that will allow for greater organization – tags, linking, categories, and Evernote. With this knowledge you and your team will become more productive and can spend more time growing your business.
Watch

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Are Your Business Practices a Hot Mess?
View Now

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