Insightly CRM
Sell smarter, grow faster, and build lasting customer relationships with a unified CRM.
Executive Summary
Insightly CRM is a modern, scalable, cloud-based platform that unifies CRM, project management, and marketing automation to manage the entire customer lifecycle. It is designed for sales, marketing, and service teams across SMBs to enterprises, enabling them to centralize customer data, streamline workflows, and gain real-time insights. The platform's key value lies in increasing sales velocity, improving productivity through automation, and fostering stronger customer relationships, with AI-powered features like Copilot enhancing efficiency and decision-making.
Use Cases
- Managing end-to-end sales processes from lead capture to opportunity closure.
- Streamlining project delivery and post-sales activities with integrated project management.
- Automating marketing campaigns and lead nurturing based on customer engagement.
- Centralizing customer data to provide a 360-degree view for all go-to-market teams.
- Improving team collaboration and communication across sales, marketing, and service departments.
- Generating quotes and managing products/price books directly within the CRM.
Features
Visibility
- Customizable Dashboards: Build real-time dashboards with various cards and visualizations to track sales, projects, and key performance indicators.
- Advanced Reporting: Create custom reports with advanced filtering, charts, and export options to gain granular insights into business operations.
- Sales Pipeline Management: Leverage customizable pipelines to track, manage, and nurture deals efficiently, providing real-time visibility into deal stages and risks.
- Activity Tracking: Monitor all communication, tasks, and interactions with contacts and organizations, ensuring a complete historical record.
Intelligence
- Insightly Copilot AI: An AI-powered assistant that summarizes emails, drafts replies, creates tasks, and helps prioritize leads and identify upsell opportunities.
- Workflow Automation: Automate repetitive tasks, email sends, record updates, and custom code execution to increase productivity and reduce human error.
- Lead Scoring & Assignment: Prioritize leads based on engagement and criteria, with automated lead assignment and routing to the appropriate teams.
- Dynamic Page Layouts: Customize page layouts based on user roles or specific data to declutter views and ensure relevant information is easily accessible.
Support
- Self-guided Setup & Training: Access a comprehensive resources center, self-guided CRM setup, and training materials for quick onboarding.
- Premier Support & Success Plans: Offers enhanced support options, potentially including dedicated customer success managers for more complex needs.
- Online Help Center & Community: Provides extensive documentation, FAQs, and potentially user forums for self-service support.
Technical Specifications
- Architecture
- Cloud-native SaaS, Multi-tenant architecture
- Deployment
- Cloud/SaaS
- Authentication
- SSO, SAML, MFA, OAuth 2.0 (implied by industry standard protocols)
- API Available
- Yes
- MCP Server
- No
Infrastructure
- AWS
AI/ML Stack
- Generative AI
- Machine Learning
- NLP
Integrations
- Gmail
- Outlook
- QuickBooks
- Xero
- Slack
Security & Compliance
Certifications: SOC 2 Type II, GDPR, HIPAA
Encryption: AES-256 at rest, TLS in transit
Pricing
- Model
- Per user/month, Tiered subscription
- Starting Price
- Plus $29/user/month, Professional $49/user/month, Enterprise $99/user/month (billed annually)
- Target Customer
- SMB to Enterprise
- Contract Type
- Annual (for listed prices)
- Free Trial
- Yes, 14 days (credit card required)
About Insightly
Insightly is a SaaS company that provides a CRM and project management platform designed for small and mid-sized businesses. Their product combines contact management, sales and marketing automation, pipeline management, and project delivery features to help teams manage customer relationships and projects in one system.