Insightly

    CRM for lifelong customer relationships.

    Product Description

    Insightly provides customer relationship management software for small and midsize businesses across a range of industries such as manufacturing, consulting, health & wellness, media and others. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users. With Insightly, all your critical sales and business info - leads, contacts, emails, events, quotes, projects, tasks, sales opportunities, and biz reports - are organized and available on your devices. In February 2019, we introduced Products, Price books, and Quotes (PPQ) in the platform to empower our customers' field teams to generate consistent quotes more quickly for their opportunities. The result is that all your teammates have the most current customer info at their fingertips which results in improved visibility, customer service and sales.

    Features
    CRM FEATURES
    • Calendar & Task
    • Collaboration Tools
    • Custom Dashboard
    • Email Integration
    • Lead Management
    • Pipeline Management
    • Reporting
    • Sales Automation
    • Workflow Automation
    MARKETING AUTOMATION FEATURES
    • Analytics/ROI Tracking
    • Campaign Management
    • Email Marketing
    • Lead Management
    • Sales Intelligence
    • Search Marketing
    • Segmentation and Targeting
    • Social Marketing
    PROJECT MANAGEMENT FEATURES
    • Alerts/Notifications
    • Collaboration
    • Dashboard
    • Portfolio Management
    • Project Planning
    • Reporting and Forecasting
    • Workflow Management
    Video
    Industry

    All Industries

    Company Contact
    • HQ Location
      San Francisco
    • Phone Number
      1800
    • Email
      sales@Insightly.com
    • US
    Location

    San Francisco, CA

    Get Directions
    Video
    Videos

    Insightly CRM

    The modern, scalable CRM your teams will love.

    Insightly is the easiest customer relationship management solution (CRM) for managing deep customer relationships. Customers use Insightly’s tightly integrated CRM & project management features to close new business, track post-sale customer interactions & drive repeat purchases.

    Businesses use Insightly to manage contacts at every stage of the sales process, track relationships, monitor sales pipeline, manage tasks to improve productivity, and more. With Insightly, all your critical sales and business info – leads, contacts, emails, events, projects, tasks, sales opportunities, and reports – are organized and available on your devices. And, when all your teammates have the most current customer info at their fingertips, your company sells more and satisfies customers better.

    Insightly is recommended by PC Magazine, Entrepreneur Magazine, TrustRadius, & G2 Crowd.

    Try Insightly for free. Simply visit www.insightly.com to sign up.

    Insightly CRM
    When your solution makes it on the agenda of your prospect’s weekly meeting, you’ve got a good chance of closing that deal. But how can you get your solution or service considered at that level? In this episode of Closing Time, Hannah Ajikawo, CEO of Revenue Funnel, talks through the pre-work you’ll need to do with your prospect and the questions to ask to become a trusted advisor. Learn how to ‘be in the room without being in the room’ with your prospect and their team using Hannah’s tips to plant seeds that lead to a closed deal. Want to better align your go-to-market teams? Get a demo of Insightly's CRM today: https://bit.ly/3sITbqV Connect with Hannah Ajikawo: https://www.linkedin.com/in/hannah-ajikawo/ Connect with Val Riley: https://www.linkedin.com/in/valerie-riley-marketer/ 00:00 Introduction 01:26 The Macro Environment 05:04 Appealing to the Buying Committee 07:32 How to Become a Trusted Advisor 09:28 Empowering Buyers to Sell Internally #trustedadvisor #b2bsales #earningtrust
    A B2B Seller's Path to Becoming a Trusted Advisor (and Having Your Buyers Sell for You)
    Opportunities are like gold for your business. If handled correctly, they create lifelong happy customers and generate recurring revenue for your business. But it’s easier said than done. With the right Opportunity Management tool, sales reps can monitor the sales process, connect with the right people, and track all necessary information in one place. In this Insightly CRM tutorial video, Travis Northup will demonstrate how to create a new opportunity, manage it through the sales cycle, add custom fields, and convert it to a project. Want to talk through your unique CRM needs? Request a free demo on Insightly today: https://bit.ly/3Cpi1jN 00:00 Introduction 00:38 Creating a New Opportunity 02:19 Adding a Pipeline and Activity Sets 03:29 Adding Custom Fields 05:08 Converting to a Project #crmopportunities #salesopportunities #crmtutorial
    Insightly CRM Opportunity Management: Using Opportunities to Manage Deals and Sales Processes
    If you're using BANT to qualify leads in the pipeline, you're doing it wrong. Chris Walker shares an objective method for lead qualification that uses ACTUAL performance metrics. He call it HIRO; we call it genuis. Watch the full episode to learn more: https://youtu.be/RotR5uhcmVs #b2bmarketing #markeingpodcast #leadqualification
    Ditch BANT, use Chris Walker's NEW method for qualifying pipeline #podcast #shorts
    If you're currently using a one-size-fits-all sales funnel (that ignores buyer intent or pipeline source) and is focused on top-of-funnel metrics like MQLs... it's time to rethink your strategy. The 'old' sales funnel, originally coined as the Demand Waterfall by SiriusDecisions in the early 2000s and then later revamped in 2012, fails to acknowledge that all MQLs and SQLs are not created equally. As a result, it can lead to misallocation of marketing budgets and misalignment within your sales and marketing teams. That's why Chris Walker and his team at Refine Labs propose a new Go-To-Market (GTM) framework – focusing on accounts rather than leads, employing multiple funnels based on aggregated buying intent, and measuring marketing success using metrics directly tied to revenue. Join Chris and Chip in this episode of Closing Time to re-architect your GTM strategy and adopt a new sales funnel designed to increase sales velocity and ROI. Want to better align your go-to-market teams? Get a demo of Insightly's Modern, Scalable CRM today: https://bit.ly/3sITbqV Connect with Chris Walker: https://www.linkedin.com/in/chriswalker171/ Connect with Chip House: https://www.linkedin.com/in/chiphouse/ 00:00 Introduction 00:36 The New Sales Funnel 06:17 The HIRO Pipeline 04:08 The Role of an SDR Team 13:38 Making the Move to New Metrics #gtmstrategy #salesfunnel #b2bmarketing
    The New B2B Sales Funnel: Optimize for Revenue, Not MQLs or SQLs -- with Chris Walker
    What's wrong with the typical assembly-line lead generation process? A lot. Chris Walker of Refine Labs joins Closing Time to share a new way of thinking about B2B marketing that encourages cross-functional collaboration and drives real revenue for the business. Watch the full episode to learn more: https://youtu.be/8dD4K1wlwyg #marketingattribution #b2bmarketing
    Why the typical assembly-line lead generation process is flawed #shorts #b2bmarketing
    Demand capture vs. Demand creation – two of today's marketers' most critical focus areas. Demand creation (aka demand generation) is about driving awareness and interest in a product or service, while demand capture focuses on attracting and converting the roughly 5% of your target market actively looking for a solution. Familiar marketing frameworks – like the Predictable Revenue and Demand Waterfall – that once laid the groundwork for thousands of B2B SaaS companies' go-to-market strategies are now outdated and doing more harm than good.  Why? Because B2B buyers are much different in 2023 than in 2011 when these frameworks were published. In this episode of Closing Time, Insightly CMO Chip House welcomes Chris Walker of Refine Labs to take a trip down the go-to-market history lane and discuss how marketing and sales leaders can modernize their GTM strategy with an 'all-bound integrated revenue team.' Want to better align your go-to-market teams? Get a demo of Insightly's Modern, Scalable CRM today: https://bit.ly/3sITbqV Connect with Chris Walker: https://www.linkedin.com/in/chriswalker171/ Connect with Chip House: https://www.linkedin.com/in/chiphouse/ 00:00 Introduction 01:20 Changes to GTM: Events 03:08 Changes to GTM: Outbound 04:08 Changes to GTM: Paid Search 06:38 Demand Creation vs. Demand Capture 12:27 The Three Tiers of Demand Creation #gtmstrategy #demandcreation #demandcapture
    Modernizing Your GTM Strategy: Demand Creation vs. Demand Capture -- with Chris Walker
    Did you know Insightly CRM seamlessly integrates with thousands of the most common tools businesses like yours use every day? From the world's most popular financial accounting tool, QuickBooks Online, to time tracking and productivity tools like Asana and Harvest. Each integration exists to make your work life (and your team's) easier and more efficient. Wondering what they look like in action? See a live demo of three popular integrations with Insightly CRM – Asana, Harvest, and QuickBooks Online – made possible using Insightly's integration automation engine, AppConnect. Luke walks you through a real-life example of how businesses leverage these integrations to save time, avoid manual data entry, and reduce errors. Learn more about Insighly AppConnect: https://www.insightly.com/appconnect/ #insightlycrm #crmintegration #crmintegrations
    Demo of Insightly CRM Integrations with Harvest, Asana, and QuickBooks Online
    The big tech companies (Google, Facebook, Apple, and Amazon) WANT you to believe that their platforms, especially their paid ads, are responsible for 99% of your conversions. They want your money... and have zero incentive to highlight organic channels. Marketing attribution has changed and will continue to change in the coming years. What can marketers do about it? Watch the full Closing Time episode with Rand Fishkin of SparkToro to find out: https://bit.ly/45D5EOk #marketingattribution #b2bmarketing
    Bouncing Back After the Death of Marketing Attribution #shorts #podcast
    “What are we getting for our ad spend?” This question is getting even more difficult to answer since the death of marketing attribution as we know it is looming. GDPR and CPAA have killed third-party cookies, and almost all privacy laws are getting even more strict. Will it be a return to the metrics of impressions, views, and engagement? In this episode of Closing Time, Rand Fishkin, CEO of SparkToro, talks about what marketers need to do to prepare their teams and board rooms for a reporting shift and how to surface metrics that contribute to an overall lift. Want to better align your go-to-market teams? Get a demo of Insightly's CRM today: https://bit.ly/3sITbqV Connect with Rand Fishkin: https://www.linkedin.com/in/randfishkin/ Connect with Val Riley: https://www.linkedin.com/in/valerie-riley-marketer/ 00:00 Introduction 00:46 How did we get here? 03:25 Hard-to-Measure Marketing 06:02 Attribution Warps Investments 10:57 Tips for Reliable Reporting #marketingattribution #b2bmarketingtips #b2bmarketing
    Bouncing Back After the Death of Marketing Attribution
    Load More... Subscribe
    Contact us
    Location

    1800

    Get Directions

    You May Also Be Interested In