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Modern CRM

Does your CRM pass the

Stuck on a pricey, legacy CRM? See what you're missing! A modern CRM offers robust features in a cloud platform at an affordable price. It's built to scale and grow with your business and it's easy to use.

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Insightly State of CRM Research, 2022.

The top complaints of
managers and executives

79% of companies are unsatisfied with their CRM.

High initial & ongoing costs

Lack of flexibility or features

Missing or inadequate integrations

Lack of scalability

Why is Insightly the
modern CRM teams love?

Easy to customize to your business. Easy to use and adopt across teams. Easy to integrate with the tools you already use.

Easy

Flexible

Don't adjust your business to work with your CRM. Skip the annoying work-arounds. While legacy CRMs force you to do business their way, modern CRMs mold to you.

Affordable

Forget paying for outside integrators and hiring admins to run your instance. Only legacy CRMs require those types of resources.

Scalable

Modern CRMs are built to scale so you’ll never outgrow them. You don't need a big blue (expensive) cloud to run your business.

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

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.

Industry leaders trust Insightly

How Insightly works

Grow your business faster today

Quick deployment.
Comprehensive enablement resources.
Seamless communication across silos.

GET YOUR DEMO

Grow your business faster today

Identify and add new leads easily.
Prioritize the right conversations.
Build engagement.

GET YOUR DEMO

Grow your business faster today

Improve lead conversion.
Increase deal size.
Drive higher win rate.

GET YOUR DEMO

Industry leaders trust Insightly

4.2 (707 reviews)

We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs.

Robert N

IT (50 or fewer emp.)

I needed the ability to associate a single person with multiple companies, multiple opportunities, multiple projects, multiple tasks, etc. Insightly does this. Others do not. I absolutely love it.

James B

Vice President of Economic
Development (50 or fewer emp.)

It helps in building a strong relationship between customer as it has a variety of functions and integrated tools. It keeps the customer’s potential data for maintaining and increasing the productivity of the business.

Bruno C

Head Of Marketing-CRM
(> 1000 emp.)

The interface is very user-friendly. There is no downtime since we have been using it for over seven years. It is customizable and integrates with useful data storage i.e google drive and one drive.

Shahzad A

Director (51-1000 emp.)

I like being able to input contacts, add organizational details, and create tasks. The ability to schedule reminders for your tasks is beneficial. I use the software practically every day.

Bernard N

Chief Operating Officer (50 or
fewer emp.)

Insightly is easy to use, understand, and navigate. I never need to wonder where things stand as it's all updated in one spot.

Catherine F

Owner (50 or fewer emp.)

Creating an onboarding sequence that matches my requirements was possible with Insightly where it hasn't been with other systems. Automated work flows and activity sets make things very streamlined, especially with issues like GDPR obligations.

Owen M

Web designer (50 or fewer emp.)

When I was searching for a CRM I tried about 5 or 10 platforms. All of them looked heavy or lacked some essential features. When I opened Insightly I knew it was what I looking for.

Administrator in Management

Consulting (50 or fewer emp.)

Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). The reports can be sent by email which allows my team to stay on track with key metrics.

Brittiny P

Implementation Specialist
(51-1000 emp.)

AppConnect

Convenient low-code/no-code integration engine.

Validation Rules

Ensure accuracy with data entry and when executing automated processes.

Integrated Project Management

Seamlessly move closed/won opportunities to the post-sales process while preserving all record data.

Configurable Profiles and Page Layouts

Take control over the fields displayed to each user type, the order in which those fields appear, and whether the fields are required.

Complete Workflow Automation

Help your teams work smarter by using the power of Insightly to automate repetitive, routine tasks.

Built-in Business Intelligence

Visualize your business growth in real-time with 40+ chart types and drag-and-drop layouts.

Lead Management

Effectively track, manage, and qualify leads. Automatically route leads quickly.

Opportunity Management

Drive sales velocity with control over your pipeline of opportunities.

Insightly Mobile App

Work from anywhere with Insightly’s convenient mobile application.

Use these key features of Insightly CRM to build long-lasting customer relationships and drive your business success

Key CRM Features

Easily integrate with all the applications you use to run your business

Using AppConnect, Insightly’s low-code/no-code integration engine, easily connect all the apps, products, and platforms used across your business

All-in-One

One platform, one vendor for your Go-To-Market teams. Align teams with CRM, Marketing Automation and Customer Service in one.