Insightly

Track customer relationships and connect sales with marketing and support

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Meet Insightly

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.

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Product details

Status
Launched
Category
Sales & CRM
Listed

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