Align Marketing, Sales, and Project teams around one view of your customers.
Customers today want relationships, not transactions. If customers feel poorly treated, they’ll leave you. Insightly gives you everything you need to build a complete view of your customers across the entire buying experience, and deliver exactly what they want—from the first "hello" to delivery... and beyond.
Customers are the lifeblood of your business. Every interaction is a chance to learn more about them and how they view your relationship with them. Capturing and managing data about these sentiments is critical. Don’t risk fragmenting your customer data in multiple places. Keep all your data safe in Inisightly's unified CRM platform so you can focus on taking care of the needs of your customers.
Whether you’re searching for new customer relationships or wanting to nurture existing ones, Insightly Marketing can help. Powerful yet easy-to-use content design and testing tools will bring your best ideas to life. The intuitive journey builder will set the campaign in motion in minutes. Advanced analytics and reporting will keep track of campaign performance and ROI, all in real time.
Customers today want relationships not transactions. Your business is unique so you'll want a CRM that can be customized to meet your specific needs. With Insightly CRM, you can tailor the standard sales processes of contact, lead and opportunity management using custom fields and dynamic page layouts. Or, create entirely new ones using custom objects, custom apps, calculated fields and lambda functions. No job is too small, or process too complicated.
"The best function in Insightly is the easy workflow setup. Insightly allows you to customize and filter without limitations. I also appreciate that Insightly is user-friendly. The built-in workflow automation and organized features such as task and project management make my role as a coordinator super."
"We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. Your business is unique so you'll want a CRM that can be customized to meet your specific needs."
"As a freelancer, Insightly makes it so much easier to keep track of clients and potential leads than trying to do it with Gmail alone. I can easily see who I've contacted, when communication took place, and add notes."
"We wanted one system that could do everything that we were doing with three separate systems, so we went with Insightly. Insightly’s price point was also very appealing and allowed us to reduce our costscustom apps, calculated fields and lambda functions. No job is too small, or process too complicated."