About:
Insightly is a comprehensive customer relationship management platform designed to align go-to-market teams around a single view of their customers. Companies use Insightly to streamline sales processes, automate marketing campaigns, and provide exceptional customer service. The platform's intuitive interface and powerful integration capabilities enable businesses to increase productivity, make data-driven decisions, and deliver personalized customer experiences across all touchpoints. Insightly's emphasis on scalability and ease of use allows companies to adapt the platform to their specific needs, helping them grow the right way with loyal customers for life
Best fit for:
Employee Count: 10-1000+
Location: Global
Industries: Software, Professional Services, Consulting, Manufacturing, Financial Services
Job Titles: CEO, VP of Sales, Director of Marketing, CTO, COO
Key Features:
- Sales Pipeline Management: Visualize and manage sales processes with customizable pipelines.
- Marketing Automation: Create and execute targeted campaigns with built-in email marketing tools.
- Customer Service: Manage customer interactions and support tickets from a unified platform.
- AppConnect Integration: Automate workflows between Insightly and other business applications
- Customizable Dashboards: Generate tailored reports and visualizations for real-time performance monitoring.
- Mobile CRM: Access and manage customer data on the go with fully-featured mobile apps.
