• Marketing

    Marketing automation made simple. No expensive integrations. Beautiful email templates. Enterprise-grade dashboards. One unified platform.

  • CRM

    Go beyond transactions. Better connect with your customers, create unforgettable experiences, and align teams with a CRM built with you in mind.

  • Marketing

    With 3 distinct plans to choose from, work with our experts to select the plan that best suits your needs, today.

  • CRM

    Choose from 3 feature-rich plans specifically designed to evolve with the needs of your business as it grows.

  • Build your bundle

    CRM and Marketing automation are better together. Contact sales to learn what Insightly can uniquely offer when you purchase both.

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    Let’s take a closer look at customer journey, including its evolution over time, and customer journey mapping process.

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Sales Workflow Automation

Close more deals in less time with Insightly CRM

Build custom sales workflows for your sales process and give your sales team a CRM they’ll will feel comfortable using. 

Want to see Insightly at work? Request a free demo* to: 

  • Get a free sales workflow needs assessment 
  • Learn tips on setting up and using sales workflows
  • See how you can keep track of all your sales workflow, sales strategy, and sales activity with Insightly

*No commitment required