The CRM your teams will love

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

Sell smarter. Sell with confidence.

Reach your customers at the right time with the right message to build personalized brand experiences, stand out from your competitors, and sell smarter.

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Lead routing

Insightly tracks the most relevant lead information, including a rich activity timeline of marketing campaign source, emails, phone calls, meetings, and tasks. Automatically route leads to the right person, in real time, so sales reps follow up on leads while they’re still hot.

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Workflow automation

Create complex, multi-step business processes with Insightly workflow automation. Send email alerts, create or update records, generate tasks for others when opportunities are won, and even execute custom business logic to sync external systems from SAP, Oracle, and others.

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Send, track, and save emails

Create and send emails from within Insightly in a few clicks, or send out bulk emails to a list of contacts or leads with ease. Insightly tracks email delivery to customers in real-time and monitors open and click statistics for all email templates—it even notifies you when emails are opened.

Do more, better, faster

Increase your teams’ productivity by automating and orchestrating workflow tasks, sending emails, updating records, executing custom code, firing webhooks, and much more.

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Know your customers. Build stronger relationships.

Connect a myriad of data points to create a high-definition picture of your customers, gain visibility into the complex web of relationships, and use all that knowledge to better serve your customers and build lasting relationships.

Relationship linking

Building strong relationships with your customers oftentimes involves understanding a complex web of their interactions with teammates, bosses, other teams within the business, and partners.

Insightly helps map and better understand complex customer relationships through flexible record linking functionality. Customers, emails, and other records can be “linked” to existing contacts in your database, allowing you to quickly determine who knows who, and build a clear view of an organization's structure and informal networks.

Deliver on your promises. Build trust.

Convert won opportunities to projects seamlessly, without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers.

Streamline business processes

Align your teams and processes around a single source of truth, get rid of silos and time-wasting activities, and close deals faster. Customize views and workflows based on your unique business needs and user preferences, securely connect all your tools, and create custom real-time data dashboards.

Model, capture, and manage any dataset

Capture and store data and the relationships between datasets with custom objects. Set permissions and visibility for records by business role or department, and schedule and run reports from anywhere.

Build and deploy custom apps in minutes

Build complete custom apps for your business on the Insightly platform with validation rules, calculated fields, workflow automation, and dashboards and reports. Then deploy them for employees to use across the web and mobile devices within minutes...and without writing any code.

Design dashboards and track important metrics

With business intelligence built right into Insightly, create beautiful data visualizations to discover insights and chart progress towards your goals. Produce and share dashboards and reports with other team members with drag-and-drop ease of use, and built-in governance and security.

Work from anywhere

Manage everything on the go with award winning mobile applications for both Android and iOS.

01

Scan business cards

Take the drudgery out of data entry by uploading all contact information from any business card in just one click.

02

Update your projects in real time

Road warriors can quickly update the other members of the delivery team on the status of their tasks, milestones, and deliverables.

03

Move opportunities along

Field salespeople can easily change the status and amount of an opportunity—or create a new one—right at the client's location.

Integrate with the tools you use

Keep connected to the tools you already use. Never lose a doc with links to your file services. Get relevant data and take action right from your email inbox. Always have your contacts and calendar synced and at hand. Track accounting and email marketing right from your CRM. Make more happen with webhooks and our open API.

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Keep everything safe and secure

We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.

Independently assessed for compliance to SOC 2 Type II
Single-sign-on via industry standard authentication protocols
Support for two-factor authentication
Encryption of data in transit and at rest
EU/US Privacy Shield and GDPR Compliance

Experience Insightly CRM for yourself