Reach the customers at the right time with the right message to build personalized brand experiences, stand out from user’s competitors, and sell smarter.
- Lead routing
- Workflow automation
- Send, track and save emails
Insightly tracks the most relevant lead information, including a rich activity timeline of marketing campaign source, emails, phone calls, meetings, and tasks. Automatically route leads to the right person, in real time, so sales reps follow up on leads while they’re still hot.
Create complex, multi-step business processes with Insightly workflow automation. Send email alerts, create or update records, generate tasks for others when opportunities are won, and even execute custom business logic to sync external systems from SAP, Oracle, and others.