Insightly CRM Overview
Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.
Use Cases
Customers recommend Contact List Management, Engagement Management, Workflow Management, as the business use cases that they have been most satisfied with while using Insightly CRM.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Insightly CRM.
Insightly CRM Use-Cases and Business Priorities: Customer Satisfaction Data
Insightly CRM works with different mediums / channels such as E-Mail.
Insightly CRM's features include Recording, Personalization, Dashboard, etc. and Insightly CRM support capabilities include AI Powered, Email Support, Chat Support, etc. also Insightly CRM analytics capabilities include Analytics, and Custom Reports.
Reviews
"Insightly does everything in the most intuitive way possible." - Seth Rodden
Peer review evidence (same sources as the product rating summary)
"...Contact management that's shared with Google Contacts; although it's only a one-way sync (from Insightly to Google)...." Peer review by Jill Rasco, Partner and Sr. Account Manager, Attendee Management Inc.
"...If you don't have heavy team coordination or project management needs, it will work well...." Peer review by Kevin H., President, Management Consulting
"...Features such as custom fields, workflow automation, email templates, record linking, and advanced reporting have helped us grow, and they ll continue to do so in the future...." Peer review by Nell Jungels, Director of IT, Bright Planet Solar
Insightly CRM, Less Annoying CRM, Teamgate CRM, monday sales CRM, ClickUp, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Insightly CRM
Top Industries
- Information Technology and Services
- Financial Services
- Education
Popular in
- Small Business
- Mid Market
- Enterprise
Insightly CRM is popular in Information Technology And Services, Financial Services, and Education and is widely used by Small Business, Mid Market, and Enterprise.
Insightly CRM Customer wins, Customer success stories, Case studies
Why is Insightly CRM the best choice for Contact List Management?
How can Insightly CRM enhance your Engagement Management process?
How can Insightly CRM optimize your Workflow Management Workflow?
What makes Insightly CRM ideal for Lead Tracking?
What benefits does Insightly CRM offer for Communication Management?
8 buyers and buying teams have used Cuspera to assess how well Insightly CRM solved their CRM needs. Cuspera uses 11213 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Insightly does everything in the most intuitive way possible. Testimonial By Seth Rodden |
|
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 costs by 40%. Testimonial By Jamie Paton |
|
We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. Testimonial By Keith Gardner |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Seth Rodden Regional Sales Manager, Composites Krauss-Maffei |
Insightly does everything in the most intuitive way possible. Testimonial By Seth Rodden |
|
Jamie Paton Director of SEO PCG Digital |
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 costs by 40%. Testimonial By Jamie Paton |
|
Keith Gardner Vice President, Sales & Marketing Hurst Review |
We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. Testimonial By Keith Gardner |
Love Child Organics - Food & Beverages
Why Insightly is the Best CRM for Manufacturing Business Moduflex | Customer Spotlight
Frequently Asked Questions (FAQ)
What buyers ask before choosing Insightly CRM
What is Insightly CRM?
Insightly is a customer relationship management (CRM) tool designed for marketing, Sales, and Project Management professionals to assist in complex sales and marketing campaigns.
The platform offers lead management and its data manipulation features include project management capabilities. It helps build relationship with the customers through every step of the customer journey. Some of the features includes relationship linking, contact management, email tracking, opportunity management, quote generation, workflow automation, advanced reporting, and call management. A mobile CRM app is also available to scan business cards and to take audio notes.
The software provides Gmail and Outlook plugins, and tools that helps to integrate with other systems. The marketing campaign effectiveness can be measured using segmenting and speaking with the audiences, sharing content on every interaction and utilizing the customizable dashboard. The business processes can be streamlined further with the help of custom objects and apps.
What is Insightly CRM used for?
What are the top features of Insightly CRM?
Who uses Insightly CRM?
What are Insightly CRM alternatives?
Where is Insightly CRM located?
Peers used Insightly CRM for contact list management and engagement management
Insightly CRM Competitors
Insightly CRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (5) |
| Analytics | Read Reviews (182) |
| Custom Reports | Read Reviews (1323) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (5) |
| Analytics | Read Reviews (182) |
| Custom Reports | Read Reviews (1323) |
Insightly CRM Integrations
Insightly CRM integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for Insightly CRM
Software Failure Risk Guidance
?for Insightly CRM
Overall Risk Meter
Top Failure Risks for Insightly CRM
Unbounce Marketing Solutions Inc News
Insightly introduces AI into its CRM platform - TechRadar
Insightly has launched Copilot, an AI assistant integrated into its CRM platform, designed to automate tasks, clean data, and provide insights. This tool aims to enhance CRM adoption across sales, marketing, and customer success by making CRM interactions more conversational. Copilot's features include conversational task management, AI-powered data hygiene, and insight generation, helping small and mid-market organizations operate like larger enterprises.
Unbounce Fast-Tracks AI and Feature Innovation to Empower GTM Teams
Unbounce has announced new AI capabilities and feature integrations for its go-to-market platform, enhancing tools for sales, marketing, and customer success teams. Key updates include AI email summarization, CRM integration, and 100+ new landing page templates. These enhancements follow Unbounce's merger with Insightly, aiming to deliver scalable, easy-to-use solutions that improve lead management and revenue generation.
Unbounce Fast-Tracks AI and Feature Innovation to Empower GTM Teams - PR Newswire
Unbounce has introduced new AI capabilities and feature integrations to enhance its go-to-market software platform. These innovations include AI email summarization, CRM integration, and over 100 new landing page templates. The enhancements aim to empower sales, marketing, and customer success teams by simplifying processes and improving efficiency. This development follows Unbounce's merger with Insightly in 2024, leveraging combined engineering efforts to deliver smarter, AI-powered tools.
The Conversation: New Unbounce CEO and veteran executive Steve Oriola on how his company can rebound from layoffs and a turbulent tech sector - BCBusiness
Steve Oriola, the new CEO of Unbounce, discusses strategies to recover from layoffs and challenges in the tech industry.
Unbounce Marketing Solutions Inc Profile
HQ Location
400-401 West Georgia Street, Vancouver, BC, Canada, V6B 5A1
Employees
101-250
Social
Financials
PRIVATE
