Insightly

Modern, scalable Customer Relationship Management software platform for go-to-market teams

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About Insightly

Insightly CRM is a comprehensive customer relationship management platform designed for businesses looking to centralize customer data, automate workflows, and accelerate growth. The software combines CRM functionality with marketing automation, support ticketing, and AI-powered features to help teams manage leads from initial contact through closing deals and beyond.

Insightly serves businesses across multiple industries including agencies, consulting, finance, healthcare, manufacturing, and professional services. The platform offers workflow automation, pipeline management, lead tracking, and integrates with over 2,000 third-party applications through its AppConnect feature. With AI capabilities like Copilot for chat-based record management and automated email responses, Insightly aims to boost sales efficiency while maintaining clean data and focusing teams on high-priority leads.

Key Features

✓Pipeline management
✓Lead tracking and scoring
✓Marketing automation
✓Workflow automation
✓AI Copilot for record management
✓Support ticketing system
✓AppConnect integrations
✓Email marketing
✓Landing pages
✓Custom dashboards and reporting

Details

Pricing Model: Freemium
Best For: Go-to-market teams and businesses that need unified CRM, marketing automation, and customer support in one platform
Company Size: Small TeamMid-sizeEnterprise
Works With: QuickBooksMicrosoftDocuSignShopifyWordPressPandaDocNetSuiteWorkdayZoomInfoUnbounceSlackJiraXeroADP Workforce NowGongAsanaCalendlyOktaGmail

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