- Capture leads from your website
- Import your leads/contacts
- Create, assign and manage leads
- Easily turn business cards into leads
- Assign tasks
Make Your Sales Soar
Track Sales from Leads Through Customer Payments
“70% of buying experiences are based on how the customer feels they are treated.” — McKinsey
Insightly gives you everything you need to make your customers feel special. Stay on top of your sales processes at every step ‐ from initial lead management and customer communication, through reporting, invoicing and customer payment. All easy to use, and all in one place.
Hover over each step to learn more.
Key Metric: Use the Task and Event Management Report to track sales rep productivity with follow up emails, phone calls and tasks.
Quickly and easily create sales templates and send mass email to your prospects.
Key Metric: Track email deliveries, opens and clicks to determine the impact of your emails.
Insightly’s integration with Proposable lets you create and send professional, polished sales quotes in minutes. Make it easy for your customers to sign your proposals using our integration with PandaDoc, which manages the process of getting a document signed with legally binding esignatures.
Our Advanced Reports allow you to create custom, tabular reports. Advanced logic filters help you narrow your report criteria, and you can include report categories and add summaries to a row of calculations. Report scheduling and Smart Alerts are also available on paid plans.
Our Legacy Reports include nine configurable reports for Sales Opportunities and Activities (tasks and events) and include basic graphs.
Since using Insightly, we have managed to increase our client base by 200 percent. The ability to monitor opportunities has proven invaluable.
When Insightly released its paid version, we jumped on it, even though the free version was doing great things for us, Insightly has become a strategic asset to our sales process, and we use just about every feature its team makes available. The result in our sales pipeline is invaluable.
With Insightly, we’re bringing on more business than ever, and it’s especially rewarding to check the ‘won’ box. With our improved organization, we’ve received quite a bit of praise from clients about our promptness.