What is Insightly
Insightly combines CRM, marketing automation, and customer support into a single platform. Teams use it to manage leads, automate workflows, and track deals from first contact to close. The tool connects with common business apps to keep data synchronized across systems.
Overview
Insightly gives sales, marketing, and support teams a shared workspace to manage customer relationships end to end. It stores lead and contact data, tracks pipeline activity, and automates repetitive tasks so reps can focus on selling. Built-in marketing automation lets users build customer journeys and run campaigns without switching tools. A support and ticketing module handles post-sale requests inside the same system. Integrations with Gmail, Slack, QuickBooks, and other popular apps keep everything connected. Setup is quick and a 14-day trial is available without a credit card.
How to use Insightly
Teams import their contacts and configure pipeline stages to match their sales process. From there they build workflow automations for task assignment, lead routing, and email sequences. Reps log activity manually or through integrations, and managers monitor progress using pre-built or custom dashboards.
Key Features
- Lead and contact management
- Visual pipeline tracking
- Workflow and task automation
- Customer journey builder
- Support ticketing system
- Integrations with Gmail, Slack, QuickBooks
- Pre-built and custom dashboards
- Lead routing rules
- AI-powered features
- Pricebooks and quoting tools
Ideal Customer Profile
Growing startups, small businesses, and mid-market companies that want lead management, workflow automation, and support ticketing in one CRM.
Best for: Seed, SMB, Mid-market