Marketing automation made simple

No expensive integrations. Beautiful email templates. Intuitive journey builder. Enterprise-grade dashboards. One unified platform.

Help your sales team build more pipeline

Attract and engage your ideal customers and grow your business faster with Insightly Marketing, a powerful easy-to-use marketing engine built on the same platform as Insightly CRM.

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On-target segmentation

With Marketing and CRM together at last on one unified platform, customer data flows freely throughout the entire customer journey with no chance of getting lost or damaged. Align marketing and sales around a common definition of the ideal customer.

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Engaging customer journeys

Visually represent any customer journey, from simple batch-and-blast to sophisticated nurture. Include logical next-best-action steps to guide your customers through engaging learning experiences about your business, from first contact to advocacy.

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Intelligent campaigns

Improve your campaign effectiveness with enterprise-grade reports and dashboards. See all the familiar engagement metrics including open rates, bounce rates, click-through rates, and more. Conduct A/B testing to identify the winning campaigns.

Customer journeys

Every interaction your prospects have with your business should bring them one step closer to understanding what you offer and whether that meets their particular needs. With Insightly Marketing you can help them along their way by building engaging and informative customer journeys that clearly chart their course from prospect to customer to advocate.

Get Started

To start, know who you want to target, the content to send, and actions to take.

User-determined

Every action a customer takes will determine what happens next.

Full control

The timing of next actions can be easily managed down to the minute.

Flexible options

Based on actions taken, decide whether to send notifications, change lead scores, or even trigger a workflow.

All good things...

You can decide when a journey ends and when you would like for it to begin again.

Get Started

To start, know who you want to target, the content to send, and actions to take.

User-determined

Every action a customer takes will determine what happens next.

Full control

The timing of next actions can be easily managed down to the minute.

Flexible options

Based on actions taken, decide whether to send notifications, change lead scores, or even trigger a workflow.

All good things...

You can decide when a journey ends and when you would like for it to begin again.

Create beautiful emails in minutes

Craft professional emails and newsletters with ease, using Insightly Marketing. To get going, choose from dozens of pre-built templates and use the advanced email builder with intuitive drag and drop functionality to make it your own. Add images and photos to personalize your content even further to deliver engaging experiences to your customers, increase open rates, and drive more conversions.

Create beautiful emails <span class='unwidow'>in minutes</span>

Capture interest and feedback with embedded forms

Open up two-way communication with your customers by embedding forms on your website and landing pages. Capture your customers' interest in attending your events, downloading your content, or in offering their feedback on your products and services. With Insightly Marketing built on the same platform as our CRM, you can share these responses to your sales and delivery teams in seconds.

Capture interest and feedback with <span class='unwidow'>embedded forms</span>

Share campaign insights across your entire business

With Insightly’s advanced analytics and reporting engine, which is at the heart of our CRM platform, you can easily analyze, visualize, and share all insights about your customers—from the first time they interact with you. Quickly create comprehensive reports and dashboards that show the performance of campaigns and reveal what’s working and what’s not, so you can focus on doing everything possible to grow your business.

Share campaign insights across your <span class='unwidow'>entire business</span>

Privacy and compliance

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 Marketing for yourself