Customer Relationship Management

Build relationships. Accelerate sales. Deliver projects.

Built-in relationship intelligence

Build Relationships

Discover connections through relationship links. Plan the best sales approach with relationship maps to guide you. Track organization hierarchies, partnerships, and all your contacts' connections.

Smarter pipeline management

Accelerate Sales

Route the right lead to the right rep at the right time with automated lead capture and lead distribution. Close more deals faster with fewer clicks thanks to sales pipeline management and workflow automation tools. Manage lead and sales opportunities in a pipeline view. Send tracked emails automatically.

Post-sale customer satisfaction

Deliver Projects

Automate repeat assignments with pipelines. Stay on schedule by managing milestones. Set up workflow automation to ensure on-time delivery.

Over 40 integrations

Connect to Apps

Keep connected to the tools you already use. Never lose a doc with links to your file services. Get relevant data and take action right from your inbox. Always have your contacts and calendar at hand with sync. Track accounting and email marketing right from your CRM. Make more happen with webhooks and our open API.

For growing data management needs

ENTERPRISE READY

Safeguard sensitive CRM data with encryption, backups, SOC II compliance and EU-US Privacy Shield certifications. Single sign-on for Office 365, Active Directory, G Suite, and SAML. Maintain confidentiality with role and profile-based permissions. Designed to scale with you—just ask the 1.5 million users in 180 countries using Insightly.