Introducing Insightly Marketing

Marketing, Sales, and Project Management—together at last on a single platform.

The modern customer relationship platform

Grow your business faster by building lasting relationships with your customers, through every step of the customer journey.


Create engaging customer journeys and grow pipeline


Centralize your customer data and close more deals


Convert deals to projects and deliver on time every time


Stay connected to the apps you already use

This is Insightly

Customers today want relationships, not transactions. If customers feel poorly treated, they’ll leave you. Insightly gives you everything you need to build a complete view of your customers across the entire buying experience, and deliver exactly what they want—from the first ‘hello’ to delivery and beyond.

Build a hi-def picture of your customers, using data

With marketing, sales, and project delivery teams all working from a unified customer data platform, you will quickly build a crystal clear picture of your customers, their personal details, their needs, and their preferences. Knowing what’s good for your customers is great for your business.

Marketing automation that goes beyond the funnel

Create engaging experiences with customers across the entire sales cycle. Easily segment and speak to your audiences, deliver compelling messages and content on every interaction, and use enterprise-grade reports and dashboards to measure marketing campaign effectiveness.

CRM tailored to the needs of your business

Build longer-lasting customer relationships with relationship linking, close deals faster with comprehensive pipeline management, deliver on what gets sold with integrated project management, and streamline your business processes with custom objects and custom apps.

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