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    CRM and customer management

    Insightly

    A CRM with marketing automation and app connections for growing businesses.

    Visit InsightlyAsk us about it
    Pricing model
    subscription
    From
    From US$29/user/month
    Category
    CRM and customer management

    About Insightly

    Insightly is a CRM that keeps your pipeline, contacts, emails, calls and deals in one place. It adds lead scoring, automated follow-ups and workflow automation for routine tasks.

    Marketing automation builds campaigns and triggers follow-ups from behaviour such as email opens and form submissions. AppConnect links third-party apps with drag-and-drop workflows, and its page lists more than 2,000 supported apps.

    Support features take in tickets through portals, email or web forms, and a client portal holds articles and FAQs.

    Pricing: Insightly CRM is a subscription priced per user per month on its Plus, Professional and Enterprise plans, billed annually and shown in US dollars. Plus and Professional have a 14-day free trial with no credit card needed. Marketing automation is priced per account, and there is no free plan. See their pricing page for current plans.

    What it does

    • CRM for contacts, emails, calls and deals
    • Lead scoring
    • Workflow automation
    • Marketing automation campaigns
    • Behaviour-triggered follow-ups
    • AppConnect with 2,000+ supported apps
    • Support ticketing
    • Client portal for articles and FAQs
    • Copilot AI assistant

    Why it suits tourism businesses

    Group travel, events, corporate bookings and trade partners often take several conversations. Insightly tracks each enquiry from first contact to confirmed deal in one pipeline.

    AppConnect lets you link the CRM to tools you already use, such as DocuSign and QuickBooks, which Insightly lists among its supported apps.

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    Frequently asked questions

    About Insightly

    How can Insightly help me personalise guest experiences?
    It stores each contact's emails, calls and deals in one record, so your team can see the history before the next conversation.
    Does Insightly manage bookings?
    Insightly is a CRM for tracking leads and deals, and it has no booking engine of its own. You can link your booking system to it through AppConnect.
    What other tools does Insightly integrate with?
    Its AppConnect page lists more than 2,000 supported apps, including Microsoft, DocuSign, Shopify and QuickBooks.
    Is Insightly built for small businesses?
    Insightly describes its CRM as being for fast-growing companies. A free trial lets you test it on your own data before you commit.
    Can Insightly help with marketing campaigns?
    Yes. Its marketing automation builds campaigns, scores leads and triggers follow-ups from actions like email opens and form submissions.