Premier Support and Success

Proactive support partnership designed to help you get more from Insightly.

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Optimize Your Insightly Experience

Learn more about the Premier Support and Success plan from Insightly’s Luke Via, Vice President of Customer Success.

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Personalized Support 

Get the most from Insightly as your business grows

Expert Guidance

Improve business performance with proactive insights

Technical Solutions

Resolve challenges with unmatched expertise from your Insightly team

Premier Support and Success

Insightly’s Premier Support and Success Plan delivers the personalized support you need to take your business to the next level. Get access to individualized online training sessions and one-on-one technical guidance to help you make the most of your Insightly subscription and achieve your goals.

Basic support is included with every Insightly license. Get access to Insightly’s on-demand training, online knowledge resources, webinars, and in-product guides.

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Insightly Support. We’ve got you covered.

Zeke Silva, VP of Insightly Support and Services, speaks to the way the Insightly team delivers value through the Premier Support and Success program.

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Basic Support

Included with license

Premier Support and Success

20% of Insightly investment; min. $3000 annually

Customer Support

Email support

Quickly and easily reach Insightly with convenient email support

24 Hour Response
4 Hour Response 24×5

Phone support

Talk live to an Insightly team member who is trained to help guide you through technical challenges

9 am – 4 pm PT * Weekdays, Mon – Fri
24 Hours x 5 Days/Wk. *Weekdays, Mon – Fri

Online knowledge base

Insightly’s articles, guides, and tutorials are designed to help you with common challenges so you can learn more, faster

Customer webinars and videos

Get insider tips and tricks from recorded videos, live webinars and demos

Enhanced technical support

Receive faster response times and more personalized support

Integration support

Access resources and documentation to help you integrate Insightly with your existing systems

Technical Guidance and Advice

API support

Access comprehensive documentation and resources designed to help your technical teams work with Insightly’s API

Technical Guidance

Developer support

Get dedicated support from Insightly’s expert development team to help you with more complex and custom technical requirements

Customer Success

System design and architectural guidance

Our expert guidance will ensure your system is scalable and future-proof

Deep contextual guidance tailored to use cases

Staff training

Training programs designed to bridge knowledge gaps, help your teams move with efficiency, and help you reach your goals

Expert coaching sessions

One-on-one, personalized training designed to help you achieve more with Insightly

Long-term adoption programs

Maximize your team’s adoption and usage of Insightly with ongoing partnership from Insightly’s customer success team

Customer success resources

Maximize your success in partnership with Insightly’s consultative experts

Technical account management resources

Tackle your most complex technical challenges with hands-on support from Insightly experts

Business value reviews

Maximize your Insightly investment with ongoing business reviews designed around your unique needs

Frequently Asked Questions

What is the Premier Support and Success Plan?

The Premier Support and Success Plan aligns  customers with an account service team to provide resources designed to optimize platform usage, drive continued user adoption, and align technical support.  Customers work with Insightly experts in customer success and technical account management to focus on and achieve their strategic goals.

Do customers need to purchase both onboarding and Premier Support and Success?

We recommend that customers purchase both onboarding and Premier Support and Success. Why? Because, no matter the industry, up to 50-70% of all CRM implementations fail because of lack of alignment, adoption, and communication. Conversely, companies that are aligned and and driving great customer experiences drive 2.5x more revenue than companies that are slow to align, share data, and communicate. Guided Onboarding is required for customers who are subscribed to Premier Support and Success. This ensures that accounts with a dedicated CSM have been properly onboarded to Insightly and are positioned correctly to work on goal attainment, account optimization, and user adoption.

What is Guided Onboarding?

Guided Onboarding is designed to help customers implement the applications they purchase and maximize the value of their investment in Insightly.  When customers include Guided Onboarding with their subscription, upon signing up they are introduced to their Onboarding Specialist (OS). Onboarding Specialists work alongside customers for the initial period of their subscription to help them complete the initial configuration of core functionality on the platform, such as creating custom fields, customizing layouts, building workflows and migrating data.  The Guided Onboarding Plan includes implementation guidance and support for Insightly CRM, Insightly Marketing, and Insightly Service.  The Guided Onboarding Plan is a one-time cost of $1,500 applied when a product is or multiple products are purchased.

Insightly Premier Support and Success. We’ve got your back.