Delight customers and achieve your goals while saving up to 30% off the entire Insightly platform.
Best value– save up to 30%
per user /month
All prices USD, billed annually
Automated, customized emails
Lead assignment and routing
Schedule outbound emails
Native Marketing and Service integration
Real-time connector to Marketing
Contact and organization management
Customizable sales processes
Relationship linking: contacts, organizations
Batch update records
Attach files from the cloud
Insightly mobile app
Real-time data synchronization
Mobile business card scanning
Mobile contact and calendar integration
Mobile voice notes
Built-in business intelligence dashboards
Configurable, customizable reports
Customizable, real-time insight cards
Convert won opportunities to projects
Native project management
Configurable, automated workflows
Google, MS 365 integrations
PandaDoc, QBO, and Xero integrations
Configurable profiles/page layouts
Custom page layouts
REST public API
Comprehensive audit logging
Complete workflow automation
Products, pricebooks, and quotes
Custom validation rules
AWS lambda authoring and execution
SAML and SCIM single-sign on
Supports AppConnect low-code, no-code integration
Your success is our success at Insightly. And companies that are aligned across CRM, Marketing, and Support drive 2.5x more revenue than companies that are slow to align, share data, and communicate quickly. Guided Onboarding and Premier Success are designed to help you maximize your investment in Insightly. Learn more
Customer relationship management (CRM) encompasses the people, processes, and technology required to activate your company’s relationships prospects and customers. A CRM system helps companies connect with prospects and customers, reduce manual work and streamline business activity, and ultimately, grow revenue and profitability.
CRM is usually used to denote a CRM system, which is a tool that helps companies with sales and contact management, team productivity, and more.
CRM applications are designed to guide customer relationships through the entire customer lifecycle, spanning marketing, sales, digital commerce, customer service interactions and more; really, any interaction that a business has with prospects and customers.
Any business that handles sales or marketing of products or services can benefit from using a CRM. This includes both B2B and B2C businesses. The teams most likely to use a CRM in any business are Sales, Marketing and Customer Service.
Sales – A CRM helps your sales team be well positioned to upsell and cross-sell your products and services. Sales teams can also use click-to-call functions to help save time and make it easy to keep track of all your interactions with prospects and customers so nothing falls into the cracks. They can also generate highly specific quotes as they seek new business and to run reports and invoices for existing customers.
Marketing – A CRM helps your marketing team gather valuable information from your customers, making it easier to target marketing efforts precisely and effectively. When you can aim your marketing campaigns at a specific audience, you’re far more likely to reap a good ROI, and you don’t waste the time and money that often results from an undifferentiated marketing campaign, which can end up feeling like spam.
Customer service – CRMs help support teams efficiently resolve issues, and make it easy to connect customers to the right person at all times.
A CRM helps capture customer data and automate sales functions, so you can create more velocity through your sales process. For example, if you don’t use a CRM, you might be capturing information on notes, or in Google sheets or docs. A CRM helps all your customer-facing teams understand and leverage customer data to help drive sales. It’s even more important in a remote-first or hybrid environment, in which information is best centralized.
Absolutely! Companies of all sizes benefit from a CRM. And in fact, if you are a small business, a CRM can help you organize and track pipelines so that you can do more to drive sales. If you have customers, you can benefit from CRM. Even if your customer base is small, no one can track every single interaction and keep all customer status up to date. It’s a powerful business tool that streamlines processes, gives valuable business insights, and virtually connects employees at your company so they can collaborate as a team, in real time. That’s something businesses of any size can use.
How many prospects do you have?
Record limit: 100,000
Record limit: 250,000
Marketing prospects included
Monthly email send volume
Email marketing automation
Email health reporting
Dynamic list segmentation
Hosted landing pages
Preview email before sending
A/B email testing
Email and landing page designer
Multivariate email testing
Prospect profiles and grading
Native CRM and Service integration
Real-time CRM connector
Behavioral marketing analytics and automation
Advanced prospect tracking
Analytics tracking domains
Configurable profiles and page layouts
Zoom webinar registration
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 specific groups. At the same time, it can increase your engagement with your leads, help convert more leads faster, provide ROI and data on your campaigns, and show how leads interact with your marketing assets.
Not at all! Companies of all sizes want to create awareness, generate leads, and communicate with prospects and existing customers. Insightly’s Marketing application makes it easy for large and small companies to align marketing and sales teams around metrics that matter and build their business efficiently.
There’s a lot to consider when thinking about a new marketing automation tool — first of all, how easily does it integrate with my CRM and my Service application? How easily does it integrate with other apps that I use as a marketer?
You should also think about the processes you plan to automate, the number of campaigns you want to run per month, and whether or not you want to optimize your creative and content through test-and-learn methodologies like A/B and multivariate testing.
You should also start to think about the number of segments you’ll try to reach, and the journey that those segments will go through as you nurture them through your marketing processes.
per agent /month
(All prices USD, billed annually)
Comprehensive ticket editor
Ticket email auto-response
Escalation rules and queues
SLA tracking and management
Web-to-object and ticket
Configurable email settings
Customer satisfaction surveys
Create new opptys and tasks from existing tickets
Configurable roles and page layouts
Custom ticket automations
Unlimited brands and portals
Insightly Service is a key part of Insightly’s unified suite of customer relationship management applications. It’s a service and support application that’s built natively within Insightly, connecting seamlessly with all the applications you use today to run your business. What does that mean to you? Mission-critical customer data is available to all your teams, in real time, empowering them to have more relevant conversations that drive customer satisfaction and success.
You want every interaction your customer service team has with prospects and customers to be a positive one. You can help them achieve that goal by providing a software platform that allows them to close tickets faster and deliver personalized experiences.
Both Insightly CRM and Insightly Service are robust applications that stand on their own for use by sales teams and customer service teams respectively. Both also integrate with other CRMs and other customer service applications. However, when you implement both, you provide your teams with full visibility into every customer interaction, aligning your teams with a full 360-degree view that will help them elevate the experiences they deliver.
Once you have more than one customer service agent, you can benefit from a customer service application. Some platforms come with high price tags so only large organizations can afford them. Today, there are many affordably priced platforms that are intuitive so that virtually any organization of any size can use this technology.
A service level agreement (SLA) is a contract between a service provider and a customer that defines the types of service and the standard of service that the provider will provide and that the customer can expect. You can define and manage your organization’s SLAs in Insightly Service.
per account /month
25,000 tasks per month
100,000 tasks per month
500,000 tasks per month
Connect every single application you use today with AppConnect, Insightly’s powerful, no-code integration engine.
Easily build and manage integrations, automate workflows, and exchange data between Insightly CRM and the other apps you use in your organization with clicks, not code.
Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support.
Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly CRM and hundreds of applications you use across your entire organization.
Any organization can benefit from the efficiencies gained by AppConnect. And since AppConnect plans are tiered by the number of tasks, it can be an economical way to automate processes and pass data across applications in your organization.
Businesses used to have to rely exclusively on developers to write code and create integrations. Insightly’s AppConnect is much newer low-code, no-code technology that’s significantly easier to use, less expensive, and much faster to adopt. What this does is empower business users, marketers, customer success teams, and other stakeholders to create integrations once they see an opportunity that will help make their business move faster and grow.
Recipes are a set of steps that AppConnect will follow to get work done between your apps. A recipe allows AppConnect to interact with another application through a series of triggers and actions. Triggers monitor for events that occur in the application you have connected to. Actions carry out specific predefined operations in the target application. All that said, the outcome of triggers and actions in recipes is that you’re able to quickly and easily create integrations that previously could only have been done much more slowly and for much higher cost using traditional development resources. Our customers have found that AppConnect creates efficiency by automating time-consuming processes and freeing them up to focus their time and energy on other, more important tasks.
2 users included
5 users included
10 users included
2,000 prospects included
10,000 prospects included
20,000 prospects included
Up to 100,000
Up to 250,000
Up to 1,000,000
2 agents included
5 agents included
10 agents included
20% of license($3,000 minimum annually)
20% of license($3,000 minimum anually)
If you are already an Insightly customer, we can work on other custom pricing options that will provide to you similar value and benefits that will best meet your unique needs. Please contact your CSM or email@example.com to learn more.
Insightly’s CRM, Marketing, and Service applications are built to provide comprehensive customer insights for all teams on a single, easy-to-use platform. Many companies say that they offer a platform, when in reality, they’ve purchased a number of disparate applications and bolted them together, making it difficult for teams to adopt the solutions and making it hard to get the most from your data. With Insightly All-in-One, new customers get up to 30% off the cost of Insightly CRM, Marketing, Service, and AppConnect.
You can certainly benefit by having your organization adopting the entire platform. However, since you already own one or more Insightly solutions, allow us to provide a custom pricing option that will provide value and benefits that will best meet your unique needs. Please contact your CSM or firstname.lastname@example.org to see what might work best for you.