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Special Offer
Thanks for joining RevGenius Demo Day
Special Offer. Free Insightly Onboarding — $1,500 value!
Is it time for a new Customer Relationship Management (CRM) platform or your first? Check out Insightly, the modern CRM teams love.
You've seen a high-level demo with RevGenius. Now, let's go deeper to see how a powerful CRM can take your business to the next level.
*Minimum contract value $10K; Offer ends April 15,2025.
Join the thousands of companies across nearly every industry that run on Insightly.
Discover our Features
CRM
View all customer and pipeline data in one place. Lead status, contact info, emails & calls, deals, analytics, and more.
Pipeline Management
Auto-move leads through stages in your pipeline based on triggers such as scoring, form submissions, and activity completion.
Lead Scoring
Automatically score leads based on demographics, website interactions, profile data, and more.
Sales Routing
Auto-assign leads to sales reps based on location, product, and expertise. Route missed calls to next available agents.
Marketing Templates
Get pre-built and customizable templates for marketing campaigns, emails, landing pages, and more.
Project Management
Create, assign, and track tasks in your pipeline. Link tasks to projects and milestones to streamline record keeping.
Customer Service
All customer details at your fingertips. Communication history, past inquiries, and more. Send automatic emails and reminders.
Dashboards
Get custom reports. Track sales performance, conversion rates, task completion, projected revenue, and more.
Integrations
Integrates with G Suite, Office 365, Mailchimp, Slack, QuickBooks, Evernote, Xero, Jira, ADP, and 2,000+ more.
Customer Reviews
The integrations your business needs
Connect every single application you use today with AppConnect, Insightly’s powerful, no-code integration engine.
FINANCE
QuickBooks Online
Sage
Xero
HR
Workday
BambooHR
ADP Workforce Now
SALES
ZoomInfo
DocuSign
Gong
MARKETING
WordPress
Microsoft Power BI
Asana
SUPPORT
Slack
Drift
Calendly
DEVOPS/IT
Jira
ServiceNow
Okta
eCOMMERCE
Magento
WooCommerce
Shopify
Based on 2,464 reviews
