Success Programs

Get your own personal CRM expert

Personalized Product Training

Customer success is our top priority at Insightly. Our success programs provide guidance, 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 phone support, dedicated success resources and training, we offer different Success Programs to fit your business needs.

Getting Started: Team Training & Adoption

Our success programs vary based on the number of sessions required to get your team up and running.

Choose the right program for you:

  • Premium Program = 10 sessions
  • Ultimate Program = 30 sessions
  • Admin Program = unlimited sessions

Each program includes the following:

Kickoff and Success Plan

  • We’ll help you map a path to Insightly success, including goals and timelines customized to your business.

Admin Training

  • We’ll help you with customization, workflows and most importantly, how to add your customers and prospects so you can stay in touch with them.

Team training

  • These sessions will help your users and teams become successful quickly. We’ll provide ongoing team training as needed.

Team Q&A session

  • After you and your team have completed our onboarding training sessions and taken Insightly for a spin, get any additional questions answered in these team sessions.

Ongoing: Team Training & Adoption

New Team Member Training

  • As you bring on new teams and team members, we will provide training sessions.

New Feature Training

  • These sessions help you and your team get up to speed on the latest and greatest that Insightly offers – and how to put these features to work for you.