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Insightly

 
San Francisco, California, United States
2012
Company Overview
Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Founded in 2012, the company is headquartered in San Francisco, CA.
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Products and Services

AppConnect

 
AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and the hundreds of applications you use across your entire organization, with clicks not code. Map fields, transform and manipulate data, perform calculations, and then deploy, schedule and trigger integrations in seconds. Also, built into AppConnect is a full comprehensive audit log of every execution of every step in every integration so you have full visibility into every integration and workflow.
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TRIAL/DEMO

Insightly CRM

  (181)
Insightly is a CRM providing a customer relationship and project management. It supports the tasks of managing leads, contacts, organizations, partners, vendors, and suppliers. Using CRM best practices, users can see everything about a lead or contact – from background, email history, and timelines to any projects in which they have participated.
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TRIAL/DEMO

Insightly Marketing

 
insightly Marketing is a marketing automation tool enabling sales and delivery teams to deliver campaigns. Insightly Marketing is built on the same platform as Insightly’s industry-leading CRM, allowing customer data to flow freely and securely between marketing, sales and post-sale delivery teams. Increase campaign performance by automatically creating highly targeted lists based on any combination of marketing activities, including interaction with online marketing assets such as webinar attendance, ebook downloads, website visits, form fills, or custom events.
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Insightly Service

 
Insightly Service is a customer service and support ticketing product designed to work seamlessly across the business applications that companies are already using. With Insightly Service, critical data is shared across departments and in real-time, so that all customer-facing teams are aligned and empowered to have more relevant conversations that drive customer satisfaction and success. Insightly Service software helps businesses resolve customer issues by delivering valuable customer insights across departments. Building on Insightly’s existing CRM and Marketing products, Insightly Service doesn’t require complicated integrations. Backed by Artificial Intelligence algorithms, Insightly Service analyzes every customer interaction in real-time (including issues, comments, posts, reviews, votes and feedback) to generate a unique customer satisfaction score for every customer. As a result, Insightly Service users know when they’re exceeding expectations (and when they’re not) – and can proactively focus on ways to improve satisfaction and customer relationships.
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