Insightly

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Insightly is a CRM platform that helps businesses manage customer relationships, sales pipelines, and marketing workflows, integrating with various tools for efficiency.

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Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform.

Insightly is a comprehensive CRM platform designed to support sales, marketing, and customer service teams by providing insights into customer journeys and opportunities. It offers a scalable and modern approach to managing customer relationships, allowing businesses to drive leads, build sales pipelines, and automate marketing workflows. Key features include lead routing, task automation, and integration with various tools like Gmail and Outlook. Insightly also supports A/B and multivariate testing for marketing campaigns and includes a service portal for customer support.

One of Insightly's strengths is its ability to integrate with a wide range of business tools, such as finance, HR, sales, marketing, and ecommerce platforms. This integration capability helps streamline workflows and enhance productivity across different departments. Additionally, Insightly provides real-time performance insights, allowing businesses to track milestones and processes effectively. Its intuitive interface makes it easy to record and manage customer interactions, making it suitable for small and medium-sized businesses looking to scale their operations efficiently.

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Categories: BusinessMarketing Automation SoftwareCRM SoftwareSales Analytics SoftwareHelp Desk Software

Website: insightly.com

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