HubSpot
Connect marketing, sales, and customer service through one CRM
Track customer relationships and connect sales with marketing and support

Insightly keeps customer information and sales activity in a shared CRM. Contacts, lead status, deals, emails, and calls sit alongside tasks and pipeline records. Teams can score leads, arrange follow-ups, and use workflow automation to coordinate updates as an opportunity moves through the sales process.
The product range also includes marketing automation for customer journeys and a service platform for support tickets. AppConnect links Insightly with tools such as Gmail, Slack, and Gong, as well as other business systems. A team can therefore connect its existing applications with customer records while managing campaigns, opportunities, and service work in related products.
Tried it? Share a useful thought or ask a question.
Good conversations start with a hello.
Sign in to comment