Insightly CRM
Business Profile
Core Value Proposition
Insightly CRM provides a modern, scalable customer relationship management platform that helps teams sell smarter, grow faster and build lasting customer relationships.
Target Customer
Sales, marketing, operations and product teams in fast-growing companies; organizations seeking a unified CRM, marketing automation and support platform.
Key Differentiator
Unified platform combining CRM, marketing automation, AppConnect integrations and support tooling with AI capabilities, all in one cloud-based system designed to scale with growth.
Implementation Timeline
{"10x increase in pipeline observed over a few months (Insightly Marketing Journeys case) ","Faster go-live and ROI relative to competitors (ROI study mentions significantly faster go-live time) ","Several cases note rapid improvements within months of adoption (e.g., 2x revenue, 242% growth)"}
Pain Points
- 1Fragmented customer data and lack of cross-team visibility across sales, marketing and support.
- 2Manual, repetitive tasks and inefficient workflows that hinder speed and accuracy.
- 3Difficulty scaling processes and aligning teams as companies grow.
Key Features
- 1CRM with lead, contact, email, calls and opportunity management
- 2Marketing automation (emails, journeys, landing pages, forms, dynamic lists, dashboards, attribution, ROI tracking)
- 3AppConnect: drag-and-drop integrations with 2,000+ apps (e.g., Gmail, Slack, Gong, QuickBooks, Shopify, WordPress, Jira, etc.)
- 4Support and ticketing with branded portals and client-specific workflows
- 5AI features (Copilot coming soon, email summaries/replies) and real-time performance insights
- 6Project and task management, quotes/products pricing, and post-sale project workflows
- 7Security/compliance (SOC 2 Type II, SSO, 2FA, encryption, GDPR/Privacy Shield, HIPAA)
Target Customer Industries
Decision Makers
- 1Vice President, Sales & Marketing
- 2Director of SEO
- 3Senior Vice President of Sales
- 4Regional Sales Manager, Composites
- 5VP Systems and Process Development
- 6Senior Account Executive
- 7Operations Manager
- 8Marketing Director
- 9Head of Marketing & Brand
- 10Vice President, COACT
Client Results
- 12x annual revenue (Sullivan & Stanley) with Insightly CRM & Marketing
- 2242% business growth (Sport Court Las Vegas) after adopting Insightly CRM, Marketing and AppConnect
- 310x increase in pipeline (SIGMA Equipment) using Insightly Marketing Journeys
- 4Shaved 50% off timelines (client case study) with Insightly implementation
- 520% savings in sales velocity/operational efficiency after switching to Insightly unified platform
- 63x revenue increase (SIGMA Equipment) from CRM + marketing automation
- 7Faster deal closure and improved collaboration (Noble BioMaterials)
Competitive Advantages
- 1Affordable yet powerful with scalable growth without enterprise-level pricing
- 2Easy adoption across the organization with a single source of truth for customer data
- 3Unified CRM + marketing automation + support in one platform
- 4Extensive integrations via AppConnect (Gmail, Slack, Gong, QuickBooks, Shopify, etc.)
- 5AI capabilities to streamline tasks and improve CRM adoption
- 6Strong security/compliance posture (SOC 2 Type II, HIPAA, GDPR, SSO, 2FA)
Key Benefits
Case Studies & Success Stories
Sport Court doubles growth with Insightly
Miles Reynolds of Sport Court Las Vegas grew his business 242% after adopting Insightly CRM, Insightly Marketing, and AppConnect for integrations.
Sullivan & Stanley doubles revenue
An award-winning change management firm in London achieved their growth goal of doubling revenue with Insightly CRM & Marketing.
SIGMA Equipment drives 10x pipeline with Insightly Marketing Journeys
Insightly Marketing Journeys helped identify prospects with a high propensity to convert, driving a 10x increase in pipeline.
Noble BioMaterials closes deals faster
Adopting Insightly has helped close deals faster because the entire team collaborates on providing mission-critical detail in the CRM.
PCG Digital reduces costs
The pricing point was appealing and allowed PCG Digital to reduce costs by 40%.
Additional Product Information
Product Description
CRM platform that combines lead and pipeline management, marketing automation, app integrations (AppConnect), and support tools in a scalable cloud-based solution. Includes AI features and real-time analytics.
Target Market
Fast-growing mid-market and small-to-mid-sized businesses seeking a unified CRM, marketing automation, and customer support platform that scales with growth.
Unique Value Proposition
A single, affordable, scalable platform that unifies CRM, marketing automation, app integrations, and support—delivered with AI capabilities and strong security.
Technical Requirements
Cloud-based SaaS; accessible on mobile (iOS and Android); requires internet access; AppConnect supports drag-and-drop integrations with no coding required.
Pricing Model
Free trial available; no credit card required to start
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