Insightly Sales

Product Description

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.

Problem solving

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.

Best for

  • Agents
  • Brokers
  • Developers


Upon Request




CONTACT Insightly


Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before. Insightly's out of the box capabilities allow you to tailor each user's experience for every customer facing role. It is easy to use, easy to set up, highly customizable to the industry, and offers fast time to value at a low total cost of ownership. Join more than 1.5M Insightly users who are already building better customer relationships.

680 Folsom St., Suite 550,
San Francisco, CA 94107,

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