Insightly

What it is

Easy-to-use CRM platform for building lasting customer relationships, managing sales pipelines, and growing revenue with marketing automation and integrations.

Insightly: the homepage

Quick answers

1. How does a product team leader use a CRM every day?

   The CRM is the single source of truth for a business and central repository of all data. Product management teams can log in to get a full picture of the business, go deep on a specific customer type to understand feature requests and needs, or stay broad to see what usage and volume is coming. When teams share information this way, they are better aligned and improve the output.

2. How does using the full Insightly platform help product teams?

   The Insightly platform includes CRM, Marketing, Service, and AppConnect with shared data. Product team members need only a login to Insightly CRM to see select data from Insightly Marketing and Insightly Service.

3. How is communication and collaboration improved for a product team member by a CRM?

   Using AppConnect, the drag-and-drop integration builder in the Insightly platform, product teams can focus on development without budgeting time and resources for building integrations. They can focus solely on developing products or services while the rest of the team handles integration building.

4. What industries use Insightly?

   Insightly serves businesses across multiple industries including agencies, consulting, finance, healthcare, manufacturing, professional services, and solar.

5. What customer support options does Insightly offer?

   Insightly provides phone and email support for all users, a help center with comprehensive articles, online chat subject to availability, and optional guided onboarding and premier support plans for additional hands-on help.