CUSPERA

Insightly CRM

4.15 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(15928 Reviews)

Insightly | CRM Software CRM Platform Marketing Automation

Connect with Vendor

About 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.

Insightly CRM
is used by peers for

Processes

contact list management, communication management, engagement management

Channels

e-mail, e-mail, phone calls

Capabilities

24/7 Support, Email Support, Data Import

Goals

Increase sales & revenue, Enhance customer relationships, Acquire customers

Industry

Marketing and Advertising, Computer Software, Management Consulting

Popular Business Setting
for Insightly CRM

Top Industries

  • Marketing and Advertising
  • Computer Software
  • Management Consulting

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

Peer Recommendations on business needs
for Insightly CRM

Goals

Increase sales & revenue, Enhance customer relationships, Acquire customers, are the most popular goals peers achieved using Insightly CRM.

Channels

It is the best suited for e-mail, e-mail, phone calls, channels.

Processes

Insightly CRM does well for a wide range of processes. Peers recommend contact list management, communication management, engagement management, as the business processes that they have been most satisfied while using Insightly CRM.

Read Reviews of Business Process for Insightly CRM

Peers used Insightly CRM to Increase sales & revenue and Enhance customer relationships

Verify if it works for you

Failure Risk Guidance Security Report ?

See Sample Risk Report

Overall Risk Meter

Low Medium High

Top Failure Risks for Insightly CRM

Get Failure Risk Report

First 5 Reports are Free

IT and Other Capabilities
for Insightly CRM

  • Low
  • Medium
  • High

Find software similar to Insightly CRM

Find Similar Software

Vendor Profile Details

Company Name Insightly
Company Website www.insightly.com/
Year Founded 2009
HQ Location 680 Folsom St Suite 550 San Francisco, CA 94107 USA
Employees 101-250
Social
Financials Series C