Customer Success Programs

Get the CRM training and support your team needs to keep your business growing.

Premium

$1,500

Total per year

(All prices USD)
  • 10 training sessions
  • Customer Success Manager
  • Email support (<4 hour response)
  • Phone support
  • 4x proactive account reviews
  • Customer Advisory Board
  • Priority access to new features
  • Dashboard workshop
  • Customer experience mapping
  • Admin team for daily CRM support
  • Personalized account configuration
most popular

Ultimate

$3,000

Minimum per year, or 15%

(All prices USD)
  • 30 training sessions
  • Sr. Customer Success Manager
  • Email support (<1 hour response)
  • Priority phone support
  • 4x proactive account reviews
  • Customer Advisory Board
  • Priority access to new features
  • Dashboard workshop
  • Customer experience mapping
  • Admin team for daily CRM support
  • Personalized account configuration

Admin

$10,000

To start, per year

(All prices USD)
  • Unlimited training sessions
  • Sr. Customer Success Manager
  • Email support (<1 hour response)
  • Priority phone support
  • 4x proactive account reviews
  • Customer Advisory Board
  • Priority access to new features
  • Dashboard workshop
  • Customer experience mapping
  • Admin team for daily CRM support
  • Personalized account configuration
To speak with a human being, call: 1-888-999-4039

Choosing a Success Program

Customer success is our top priority at Insightly. Our Success Programs provide guidance, phone support, and training to help you get the most out of Insightly CRM. No matter what you want to achieve, there’s a Success Program that’s perfect for you.

Success Programs connect you with our team of product experts to ensure Insightly CRM helps you achieve your business goals. All customers have access to email-based support, Insightly’s comprehensive Help Center and community forums. For additional support and Customer Success resources, we offer the following Success Programs to fit your business needs:

Premium Program

Designed to help you get started quickly and ensure long-term adoption.

  • Direct access to an Insightly expert
  • Quick response time for support questions
  • Expert guidance on system configuration
  • Personalized training

Ultimate

Work directly with a Senior expert to adopt and deploy faster, and achieve your business goals.

  • Top priority support
  • Customized training
  • Proactive account reviews
  • Customer Advisory Board membership

Admin

Full service program with dedicated Insightly expert to administer your account.

  • Account configuration
  • Build workflows and business processes
  • Creation and delivery of custom reports
  • Monitor data integrity

Frequently Asked Questions

How do I know which Success Program is best for my business? Based on your company’s CRM knowledge, employee size and goals for Insightly, we will work with you to recommend the best Success Program for your business.

How will my sessions be spent? Each session is one hour via screen share video conference. A Customer Success Manager will work to help customize your account and train your team. Customer Success Managers work with account admins to provide guidance on customizing your account, setting up processes and organizing workflows. If you are on the Insightly Admin program you may also have sessions with your designated Tier II Customer Care Representative.

What is the difference between support and a session? Support is available between 7:00AM–4:00PM PST, Monday through Friday.* Phone support with our Customer Care team is reserved for questions or technical difficulties. For example, if you have issues logging in or need instructions on how to add or remove a user, the Customer Care team can provide quick answers. Sessions are great for strategic questions on best practices, system setup, and processes. In those cases, Customer Success Managers are better suited to help through a pre-scheduled session. *Hours are subject to change

What are the benefits of having a "Designated Customer Success Manager?" A designated Customer Success Manager will develop an in-depth understanding of your business and provide personalized guidance on industry best practices within Insightly. Your designated Customer Success Manager will provide private training sessions to you and your team that can be recorded for future reference. Each Insightly Customer Success Manager is a CRM expert who is there to ensure your company is getting the most out of Insightly whether you’re new to CRM or a CRM power user looking to take your business to the next level.

What is a Proactive Account Review? The Proactive Account Review is a key part of the Ultimate and Admin Programs. Your dedicated Sr. Customer Success Manager will conduct a full review of your account to ensure Insightly’s full capabilities are utilized. A synopsis and recommendations will be provided to ensure Insightly is performing at peak levels.

What is the Customer Advisory Board? Insightly’s Customer Advisory Board is a representative group of customers that meets periodically to offer feedback on the product to help inform later releases. Each account can choose one person to serve on the Customer Advisory Board.

What does a Dashboard Workshop entail? A Senior Customer Success Manager will work with you to discover your business needs and then recommend the proper dashboard set-up to meet those needs. Then, CSM-led side-by-side training will show you how to build the strategic dashboard for your teams.

What is a Customer Experience Mapping Workshop? Your Senior Customer Success Manager will work with you to map out your business’s ideal customer experience. We will recommend a strategy for how to deliver on your ideal customer experience using Insightly and assist your team to successfully bring your customer experience to life.

What happens when the Success Program ends or all sessions are used? You have the option of purchasing another year of success and support through a Success Program and/or Professional Services. Any unused sessions do not roll over into the next year but you can purchase individual sessions à la carte. Please contact your Customer Success Manager if all your sessions have been used.

What are the daily administrative processes my Admin team will cover? Your Insightly Admin team will help you with all your general admin needs. This can include, but is not limited to, adding and removing users, creating reports, and setting up your preferred customizations such as custom fields, automated workflows, pipelines, and activity sets. As your business grows and your processes change, your Insightly Admin team can help to ensure that your CRM reflects your most current workflows, both internal and client-facing.

Who is my primary point of contact at Insightly if I chose the Insightly Admin Success Program? Your primary point of contact for anything requiring technical support or administrative work is your Insightly Admin. For guidance on industry best practices and how to use Insightly to meet your business goals, your designated Sr. Customer Success Manager is here to help.