Insightly

The product is a customer relationship management platform with marketing automation, support ticketing, and integration tools that centralizes pipeline and customer data, scores leads, automates follow-ups, and manages campaigns to help close deals and retain customers. It is for sales, marketing, operations and product roles in fast-growing and mid-market business-to-business companies across industries such as consulting, finance, healthcare and manufacturing. It is positioned as a flexible, affordable and customizable system that scales with growth and is delivered as a cloud software service.

Key features

• Centralize customer and pipeline data
• Auto-score leads based on engagement
• Automate follow-ups and re-engagement
• Create and automate marketing campaigns
• Workflow automation and task creation
• AppConnect third-party integrations
• Drag-and-drop custom workflow builder
• Support ticketing via portal and email
• Branded customer service portal
• AI Copilot email replies and summaries
• Business intelligence dashboards
• Configurable customizable reports
• Role-based permissions and page layouts
• Custom fields and custom objects
• Public REST API access
• Custom ticket automations