Automated Lead Management and Assignment
Streamline the capture and distribution of leads to sales representatives.
Insightly CRM
Customer Relationship Management software to grow sales and manage projects
By Insightly
CRM
CRM
Sales Management
Project Management
Product Overview
Insightly CRM is a comprehensive customer relationship management solution designed to help businesses manage their sales pipeline, marketing efforts, and project delivery all in one platform. It provides tools to streamline lead and contact management, track communications, automate workflows, and improve collaboration across teams.
Insightly CRM seamlessly combines sales, marketing, and project management features to provide an end-to-end customer lifecycle experience. Its intuitive interface and range of integrations enable businesses to unify customer data, automate routine tasks, and gain meaningful insights through reporting and dashboards. With flexible customization, users can adapt Insightly CRM to fit complex business processes and enhance customer engagement from first contact to project completion.
Headquarters and Est. In
San Francisco, United States — Est. 2009
No. of Employees
201-500
Customer Demography
Global
Customer Domains
Technology
Professional Services
Retail
Non-Profit
Use Case Deep Dive
Interactive analysis dashboard - explore detailed performance insights for key business scenarios
Integrated Sales and Project Delivery Tracking
Link sales opportunities to project execution for complete customer lifecycle management.
Custom CRM Data Model Configuration
Extend and tailor CRM data structures to complex business requirements.
Sales Forecasting with Pipeline Analytics
Accurately predict revenue and resource needs based on deal stages.
Multi-Channel Communication Tracking
Centralize email, phone, and social interactions within CRM.
Mobile Sales Management
Enable sales teams to update CRM and manage customer info on the go.
Collaborative Task and Activity Management
Coordinate team activities and tasks linked to customer and project records.
Marketing Campaign Automation and Metrics
Design automated marketing workflows and measure effectiveness.
Cross-Platform Data Synchronization via API
Integrate Insightly with ERP, finance, or custom tools to unify data.
Security and Compliance Management
Control user access and protect sensitive customer information.
Use Case Details
Integration Details
Feature Details
Key Features
Explore the core capabilities that make Insightly CRM stand out.
Lead and Contact Management
Track and manage leads and contacts across the sales lifecycle.
Sales Pipeline Management
Visualize and manage deals through customizable pipelines.
Workflow Automation
Automate repetitive tasks and notifications to streamline processes.
Project Management Integration
Manage projects linked to sales opportunities for end-to-end delivery.
Email Integration
Sync emails from Gmail or Outlook for seamless communication tracking.
Customizable Dashboards and Reports
Create tailored dashboards and reports to visualize key metrics.
Mobile CRM Access
Access the CRM on mobile devices for on-the-go productivity.
Integration with Google Workspace
Seamlessly connects with Gmail, Google Calendar, and Google Drive.
Marketing Automation
Create campaigns and nurture leads using automation workflows.
Relationship Linking
Visualize and manage relationships between contacts, organizations, and opportunities.
Activity and Task Management
Track all sales and project-related activities within the platform.
Custom Fields and Objects
Extend data tracking with custom fields and object types to fit business needs.
Email Tracking and Templates
Track email opens and clicks and use templates for consistent communication.
Opportunity Management
Track sales opportunities through multiple stages with visibility into progress.
Role-Based Access Controls
Manage user permissions and control access to sensitive CRM data.
Google Maps Integration
Visualize contact and lead locations on maps for geographic insights.
Social Media Profile Linking
Connect contacts with their social media profiles for richer contact insights.
Calendar Syncing
Sync tasks and events with Google Calendar or Outlook.
Mass Email Campaigns
Send bulk emails to contact segments with tracking.
Salesforce Integration
Integrate with Salesforce to synchronize CRM data between platforms.
Task Reminders and Notifications
Automatic reminders for upcoming tasks and deadlines.
API Access
Robust API for custom integration and automation.
Contextual Integrations
Not just "integrates with" – here's the specific value each integration delivers:
Google Workspace
Delivers: Integration with Google apps including Gmail, Calendar, and Drive.
Microsoft Outlook
Delivers: Sync emails, contacts, and calendar events with Outlook.
Slack
Delivers: Integration for team messaging and notifications.
Mailchimp
Delivers: Email marketing automation integration.
QuickBooks
Delivers: Accounting integration to sync customer billing data.
Zapier
Delivers: Connects Insightly to thousands of other apps through automation workflows.
Resources
Latest insights, guides, and templates to accelerate your decisions.
Downloads
Downloads coming soon
Resources and templates will be available soon
Case Studies
Insightly Customer Success Stories
Platform Updates
Insightly Product Updates
Videos
Watch Insightly CRM in action.
Insightly CRM Demo
Sales Pipeline Management with Insightly
Pricing & Plans
Pricing information available upon request. Contact our sales team for custom pricing tailored to your needs.
Frequently Asked Questions
Common questions about Insightly CRM:
Insightly CRM is used by small to medium-sized businesses across industries including technology, professional services, manufacturing, and non-profits for sales, marketing, and project management.
Yes, Insightly integrates with popular email platforms like Gmail and Microsoft Outlook allowing email logging, template use, and communication tracking.
Yes, Insightly includes project management features that let you convert won sales into projects with task, milestone, and resource tracking capabilities.
Insightly supports custom fields and custom objects allowing you to tailor the CRM data model to specific industry or business needs.
Yes, Insightly provides workflow automation to trigger actions such as email notifications, task creation, and data updates based on predefined conditions.
Implementation Partners
Partners listed for Insightly CRM and trusted teams available for implementation support.
No implementation partners are listed for this profile yet.
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