Insightly

Insightly is a unified customer relationship management (CRM) platform for growing businesses across all industries, including manufacturing, professional services, health & wellness, media, education, retail, construction, and others. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users.

Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible, and secure CRM that scales with your business.

CRM SOFTWARE

Sell smarter. Drive revenue.

Streamline sales processes, improve profitability, and foster long-term customer relationships by creating a single source of truth for your organization with Insightly CRM.

Drive, assign, and route leads
Create and track sales pipeline
Customize objects, fields, project management stages, and more
Empower remote teams with mobile apps

MARKETING AUTOMATION

Grow faster with personalized customer journeys

Attract visitors, convert them to prospects, and run marketing campaigns at scale with Insightly Marketing.

Intuitive and easy to use
A/B and multivariate testing
Beautiful, flexible email templates
Enterprise-grade segmentation, journeys, and dashboards

CUSTOMER SERVICE

Elevate the customer experience

Exceed customer expectations, solve customer challenges faster, and create deeper connections across your organization with Insightly Service.

Convenient customer support portal
Knowledge management, ticketing, and insights
SLA management helps customer support keep commitments
In-depth analytics amplifies your view into customer health
Modern Platform = More ROI

An independent analyst firm examined customer-reported data on Insightly vs other CRMs for an ROI study.
Insightly’s significantly faster go live time plus a low total cost of ownership put the time to ROI for Insightly way ahead of two major competitors.