Insightly CRM Overview

What is Insightly CRM?

Clients today want relationships, not transactions. If clients feel poorly treated, they’ll leave you. Insightly provides you with everything you need to develop a comprehensive view of your customers across the entire buying experience, and deliver precisely what they want—from the first ‘hello’ to delivery and beyond.

With marketing, sales, and project delivery teams all working from a centralised customer data platform, you will immediately make a crystal clear picture of your customers, their details, their needs, and their preferences. Understanding what’s right for your customers is great for your business.

Grow your firm faster by developing lasting relationships with your clients through every step of the customer journey.

Use Insightly’s design objects and apps to tailor workflows and methods to your individual business needs and choices, ensuring high adoption and satisfaction. Easily integrate Insightly with other tools, including email, file management, accounting, and messaging platforms. For any different integrations, Insightly gives an open (and free) RESTful API, webhooks, or Lambda capacities to facilitate data synchronization.

CRM Integrations include: Gmail, G-Suite & Google Apps, Google Drive, Google Docs, Sheets, Slides, Quickbooks Online, Xero, Slack, Dropbox, Box, MailChimp, Evernote, Zapier, Facebook Lead Ads, and more.