Insightly - Insightly: The Modern CRM Teams Love
Insightly is a full-featured CRM designed to scale with businesses and provide powerful, customizable, and affordable customer relationship management. It centralizes customer data, fosters sales, enhances marketing, and exceeds customer support expectations.
Insightly Product Information
What is Insightly?
Insightly is a modern CRM platform that offers centralized customer data management to streamline sales processes, improve profitability, and foster long-term customer relationships. It empowers businesses to create engaging customer journeys, grow engagement, enhance support, and exceed customer expectations. With personalized customer journeys, marketing automation, and elevated customer experience, Insightly helps businesses across nearly every industry effectively manage their customer relationships.
How to Use Insightly?
To get started with Insightly, sign up for a free trial or contact us for pricing options. Seamlessly integrate with all your tools using our available integrations. Watch our video tour of the platform to explore its features and learn how Insightly can help your business grow.
Core Features of Insightly
- Centralized customer data management
- Sales pipeline management
- Customizable objects and fields
- Project management stages
- Marketing campaign management
- Enterprise-grade segmentation, journeys, and dashboards
- Customer support portal
- Knowledge management and ticketing
- SLA management
- Integrations with popular business applications
Use Cases of Insightly
- Streamlining sales processes and improving profitability
- Fostering long-term customer relationships
- Creating engaging customer journeys at scale
- Enhancing customer support and exceeding expectations
- Managing marketing campaigns and enterprise-grade segmentation
- Creating personalized customer experiences across industries
FAQ about Insightly
How can I get started with Insightly?
You can sign up for a free trial or contact Insightly for pricing options. Seamlessly integrate with all your tools using available integrations.
What industries does Insightly support?
Insightly serves businesses across nearly every industry, providing a scalable and customizable CRM solution.
Does Insightly provide personalized customer journey solutions?
Yes, Insightly offers marketing automation and enterprise-grade segmentation to create personalized customer journeys at scale.
Is there a customer support portal available in Insightly?
Yes, Insightly includes a customer support portal, knowledge management, ticketing, and SLA management to elevate the customer experience.
What integrations does Insightly offer?
Insightly provides integrations with popular business applications such as QuickBooks Online, Xero, Sage, HR, and many more using AppConnect.
Insightly Badge
Elevate your AiDive Launch with a sleek and customizable badge that complements your site. Choose from three distinct themes (Dark, Light, or Neutral) to perfectly match your website’s style. Easy to embed in your homepage or footer, this badge encourages your community to show their support and boosts engagement effortlessly
How to Install?Click "Copy embed code" and insert it into the source code of your website’s homepage.
