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.

Other use cases:

  • Lead Tracking
  • Communication Management
  • Sales Document Management
  • Lead Management
  • Opportunity Management
  • Generation Of New Leads
  • Conversion Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Insightly CRM.

Other priorities:

  • Increase Sales & Revenue
  • Improve Internal Communications
  • Improve Stakeholder Relations
  • Enter New Markets Internationally Or Locally
  • Improve Visibility
  • Improve ROI
  • Launch New Products
  • Improve Consistency
  • Improve Efficiency
  • Scale Best Practices
  • Increase Average Basket Value
See all business priorities See less business priorities

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

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.

Comprehensive Insights on Insightly CRM Use Cases

How efficiently Does Insightly CRM manage your Contact List Management?

What Are the key features of Insightly CRM for Engagement Management?

Why is Insightly CRM the best choice for Workflow Management?

Why is Insightly CRM the best choice for Lead Tracking?

How efficiently Does Insightly CRM manage your Communication Management?

83+ more Business Use Cases

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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Insightly CRM testimonial

Seth Rodden

Regional Sales Manager, Composites

Krauss-Maffei
Insightly does everything in the most intuitive way possible. Testimonial By Seth Rodden
Insightly CRM testimonial

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
Insightly CRM testimonial

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
CUSTOMERS TESTIMONIALS
Insightly CRM testimonial

Seth Rodden

Regional Sales Manager, Composites

Krauss-Maffei
Insightly does everything in the most intuitive way possible. Testimonial By Seth Rodden
Insightly CRM testimonial

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
Insightly CRM testimonial

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

Case Studies

CASE STUDY Going

Going wanted to better understand their customers and improve conversions. They partnered with Unbounce and used the Concierge plan and A/B testing. Before Unbounce, they struggled with scaling and m...easuring landing page tests. With Unbounce, they could easily create and test landing page variants. This led to a 104% increase in conversions month-over-month.

Read more →
Marketing and Advertising

CASE STUDY Moy Consulting

Moy Consulting is a marketing consulting business run by Mats Moy. Mats wanted to help roofing companies get more leads but had limited resources as a one-person business. He used Unbounce landing pa...ges and the Smart Traffic AI tool to improve his clients' ad campaigns. This helped his business grow five times larger. Mats says the results have been life-changing for him.

Read more →

CASE STUDY Zola

Zola wanted to get more couples to register on their wedding planning platform. Their marketing team built and launched over 300 custom landing pages for different audience segments. They used target...ed messaging in paid search and social campaigns on Google and Facebook. This approach improved their conversion rates on advertising traffic by 5% to 20% compared to regular website pages. Zola grew quickly and became a top ecommerce marketplace in the wedding industry.

Read more →
Internet

CASE STUDY Later

Later is a SaaS company that wanted to get more leads. Their small marketing team needed to build many landing pages but did not have enough developer help. They used Unbounce's drag-and-drop builder... and templates to make over 26 landing pages for their content. This helped them collect more than 100,000 leads. Their landing pages had an average conversion rate of about 60%. They also lowered their cost-per-acquisition with Facebook and Google ads.

Read more →
Marketing and Advertising

CASE STUDY Moy Consulting

Moy Consulting is a marketing consulting business run by Mats Moy. Mats wanted to help roofing companies get more leads but had limited resources as a one-person business. He used Unbounce landing pa...ges and the Smart Traffic AI tool to improve his clients' ad campaigns. This allowed him to target local keywords and get better conversion rates. Since using these tools, his business has grown five times larger.

Read more →

Video

Why Insightly is the Best CRM for Manufacturing Business Moduflex | Customer Spotlight

Video Thumbnail

Frequently Asked Questions(FAQ)

for 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?

Insightly CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Contact List Management, Engagement Management and Workflow Management .

What are the top features of Insightly CRM?

Recording, Personalization and Dashboard are some of the top features of Insightly CRM.

Who uses Insightly CRM?

Insightly CRM is used by Information Technology And Services, Financial Services and Education among other industries.

What are Insightly CRM alternatives?

Less Annoying CRM, Teamgate CRM, Monday Sales CRM and ClickUp are popular alternatives for Insightly CRM.

Where is Insightly CRM located?

Insightly CRM is headquartered at 400-401 West Georgia Street, Vancouver, BC, Canada, V6B 5A1.
lightning

Peers used Insightly CRM for contact list management and engagement management

Insightly CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.24/5 ★

Read Reviews (5)
Analytics

4.44/5 ★

Read Reviews (182)
Custom Reports

3.29/5 ★

Read Reviews (1323)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.24/5 ★

Read Reviews (5)
Analytics

4.44/5 ★

Read Reviews (182)
Custom Reports

3.29/5 ★

Read Reviews (1323)

Software Failure Risk Guidance

?

for Insightly CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Insightly CRM

Unbounce Marketing Solutions Inc News

Executive

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.

Read more →

Crest Rock-backed Unbounce merges with CRM software provider Insightly - PE Hub

Based in Vancouver, British Columbia, Unbounce is a provider of landing page creation and optimization software.

Read more →

Unbounce Marketing Solutions Inc Profile

Company Name

Unbounce Marketing Solutions Inc

Company Website

https://unbounce.com/

Year Founded

2009

HQ Location

400-401 West Georgia Street, Vancouver, BC, Canada, V6B 5A1

Employees

101-250

Social

Facebook Linkedin Twitter

Financials

PRIVATE