Insightly Verified listing Verified listing

    CRM for lifelong customer relationships.

    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.

    Product Fit
    • Category
      CRM, Marketing Automation, Project Management
    Pricing
    • Pricing Model
      Monthly Subscription, Yearly Subscription
    Product Intro
    Company Info
    • Company Name
      Insightly
    • Year Founded
      2010
    Company HQ
    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
    ould you rather...spend the first of the month manually sending invoices or vacationing in the Caribbean? We're opting for the latter. 🌴 With Insightly AppConnect on your team, you can kick back while those mundane tasks get done automatically. Just ask Neil Hatton from UK Screen Alliance. He's joining Closing Time to share how Insightly CRM's QuickBooks Online integration is revolutionizing their operations and member connections. Learn more in the full episode: https://youtu.be/zxdS2cHRsKs #crm #quickbooksonline #crmintegration
    Why your CRM needs to be integrated with QuickBooks Online #crm #podcast #shorts
    If you're not directly serving clients or customers, then what's the point of having a CRM for nonprofits? Nonprofit companies, especially in dynamic industries like film and television, face unique challenges—they must navigate industry shifts, uphold value for their members or communities, and ensure smooth operations without increasing costs. And having a powerful CRM like Insightly on your team can make all the difference. In this episode of Closing Time, Melinda Prescher talks with Neil Hatton, CEO of UK Screen Alliance, about leveraging Insightly CRM to maintain efficiency during the pandemic, the Hollywood actors' strike, and beyond. Neil shares how Insightly CRM, paired with integrations via Insightly AppConnect, has automated administrative tasks and member communication, allowing them to focus on what's at the core of their business—advocacy for their members. Want to better align your go-to-market teams? Get a demo of Insightly's CRM today: https://bit.ly/3sITbqV Learn about UK Screen Alliance: https://www.ukscreenalliance.co.uk/ Connect with Melinda Prescher: https://www.linkedin.com/in/melindaprescher/ 00:00 Introduction 01:26 Learning about UK Screen Alliance 02:55 From Spreadsheets to CRM 04:15 The Enterprise Plan Advantage 05:30 Integrations via AppConnect 07:22 Top Benefits of Insightly #nonprofitleadership #nonprofitcrm #crmfornonprofits
    Why Insightly is the Best CRM for Nonprofit Business UK Screen Alliance | Customer Spotlight
    Artificial Intelligence is definitely having its moment in the spotlight this year, and we're thrilled to bring the power of generative AI across the whole suite of applications in Insightly. From writing copy inside Insightly Marketing to summarizing customer service interactions within Insightly Service and generating code to create new calculated fields in Insightly CRM...there's a lot to look forward to. Join Insightly CEO Anthony Smith in this webinar to dive deeper into these exciting features coming soon. For more information: • Contact your CSM • Reach out to sales at sales@Insightly.com • Keep an eye on the Help Center: https://bit.ly/44EqTiV • Follow Insightly on LinkedIn for feature announcements Time stamps: 00:00 Introduction 02:35 The AI Revolution 03:50 What is Generative AI? 05:31 AI in Insightly Marketing 10:15 AI in Insightly Mobile Apps 12:06 AI in Insightly Service 15:00 AI in Insightly CRM 17:40 Summary & Close #artificialintelligence #crm #artificialintelligencedigitalmarketing
    How AI is Being Built Into the Insightly Platform – Webinar with CEO Anthony Smith
    This is no longer the 90s. The way that buyers buy has changed, which means sellers need to adapt their selling methods accordingly. Hence, the inevitable death of cold calling. Want to know what to do instead? Hear Sam McKenna's tips for B2B sellers in this episode of Closing Time: https://youtu.be/5ln1cGTzXTg #coldcalling #b2bsales #outboundsales
    Times have changed & the death of cold calling is near ☠️ #shorts #podcast #b2bsales #coldcalling
    How much is your company wasting on SaaS? (Spoiler alert: it's probably more than you think.) Eric Christopher joins Closing Time to share data from Zylo's 2024 SaaS Management Index Report. Watch the full episode to learn how you can optimize your spend: https://youtu.be/S-1rhpWgJng #saas #softwareselling #saasmanagement
    Companies are wasting $18 million on SaaS license waste #podcast #shorts #saas
    It doesn’t seem that long ago when SaaS purchases were easy to make based on the needs of one team or individual. Those days may be gone forever Whether real or perceived, SaaS bloat emerged at a time when cost-cutting became the top priority, and it’s up in the air as to whether the industry will ever recover. Eric Christopher joins Closing Time to share Zylo's 2024 SaaS Management Index that illustrates how SaaS buying is changing, what the future holds, and why platforms vs. point solutions are gaining momentum. Want to better align your go-to-market teams? Get a demo of Insightly's CRM today: https://bit.ly/3sITbqV Download the SaaS Management Index Report: https://zylo.com/2024-saas-management-index/ Connect with Eric Christopher: https://www.linkedin.com/in/echristopher/ Connect with Chip House: https://www.linkedin.com/in/chiphouse/ 00:00 Introduction 01:10 Reasons behind the Great App Layoff 03:54 App Utilization (or lack thereof) 06:40 Consolidation at all Costs 08:30 The Involvement of Procurement 11:38 How to Make the Cut 14:22 Predicting the Future of SaaS #saas #saasbuying #softwareselling
    Is the Party Over for SaaS? How Buying is Changing and Why Platforms are Winning
    The era of cold calling is getting a bit outdated (and frosty). Sam McKenna presents a more effective and efficient outbound technique that is guaranteed to land you more meetings and great success. What to do instead of cold calling? Watch the full Closing Time episode to find out: https://youtu.be/5ln1cGTzXTg #coldcalling #b2bsales #outboundsales
    The era of cold calling is outdated and ineffective #podcast #shorts #coldcalling #b2bsales
    Even the smoothest of shows have their moments of mishaps—dogs barking, tounges twisting, curse words slipping. 👀 What does it mean? That the Closing Time crew is...human! And it would have been a disservice to let these moments die in the vault. So, as a thank you to YOU, our beloved audience, we're unveiling the curtain on Closing Time's funniest bloopers from the first 100 episodes. Grab your coffee or lunch, sit back, and enjoy a laugh (or two) on us! #podcast #bloopers #podcastbloopers
    Closing Time – Bloopers & Blunders from 100 episodes!
    As your team attracts new potential customers, how do you make sure the most promising prospects get the most urgency and attention from your sales team? Robust marketing automation tools like Insightly Marketing have prospect grading and scoring built into the platform to do just that—to measure a prospect’s intent and interest based on interactions with your brand. Watch this edition of Insightly Insights to learn how you can get started with prospect grading and scoring in Insightly Marketing. Ready to learn more? Contact an Insightly team member: https://www.insightly.com/demo-request/ Helpful Resources: https://support.insight.ly/en-US/Knowledge/article/2433/Prospect_Grading/ https://support.insight.ly/en-US/Knowledge/article/2434/Prospect_Scoring_/ https://www.insightly.com/demo-on-demand/ #prospectscoring #prospectgrading #marketingautomation
    Prioritize Pipeline with Prospect Grading & Scoring in Insightly Marketing – Insightly Insights
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    Contact Sales
    • Support Email
      sales@Insightly.com
    • Sales Phone
      1800
    Company
    • Website
      https://www.insightly.com/
    • Address
      San Francisco, CA
    Inquiry Form
    Vendor Contact Form
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