Introducing Insightly Service

Differentiate your business by empowering your teams with insights across the unified platform.

Empower your teams to solve customer challenges

Service is the newest addition to the Insightly 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.

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Speed

Close tickets and share mission-critical information across your organization faster than ever.

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Relevance

Get a timely read on current and historical customer status and spark more engaging, relevant conversations.

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Insights

Empower internal teams with the data they need to perform their roles effectively.

Seamless Integration

Service amplifies your visibility into customer health and status. Because it’s built natively on Insightly’s modern, unified platform, adoption is simple: User experience is the same across applications. Break down silos with a robust view of the customer. Empower your support teams to solve tickets quickly, listen with empathy, and create sales opportunities right in the application.

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Improve Support Insights

Analyze tickets by support channel and manage team output, schedules, and resources more proactively. Customizable dashboard cards and reports make it easy to track performance against KPIs in real time. And use Insightly to scan keywords and phrases in tickets to get even more insights from every single interaction to drive enhanced customer success and engagement.

Leverage cross-platform integration to get even more insights from every interaction, and drive enhanced customer success and engagement.

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Happy Teams. Happy Customers.

Help your agents drive customer satisfaction and keep commitments with the highly-visible SLA countdown and automated, custom reminders to return to tickets at just the right time. And make it easy for them to close tickets faster than ever with automated macros, integrated knowledge articles, and access to full ticket history.

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Experience Service and the unified platform