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Insightly, Inc. is a private computer technology company headquartered in San Francisco, California.
Products
The company develops cloud-based customer relationship management (CRM) and project management tools for small and medium size businesses. Insightly distributes its CRM and project management tools to customers using a freemium model.
History
The company was founded in Perth, Australia, by Anthony Smith in 2009. The Insightly CRM platform was designed to integrate with Google Apps products. In 2012, the company relocated to San Francisco, where it raised $3 million in funding led by Emergence Capital Partners. Insightly used the funding to develop its CRM tools outside of the Google Apps platform, so that it could be an independent CRM. In December 2012, Insightly released its CRM app for iOS devices. In June 2013, the company launched integration between Microsoft Office and Outlook.
In September 2013, Insightly raised $10 million in Series B funding from Emergence Capital Partners, Sozo Ventures and TrueBridge Capital Partners. The company had over 184,000 customers in 100 countries. The company released an update to its user interface and simplified integration between Apps in 2014. In October 2014, Insightly announced integration with Dropbox and QuickBooks Online.
Insightly announced a partnership with cloud accounting software company, Xero, in 2015. In 2016, Insightly raised $25 million in Series C funding led by Scott Bommer, CEO of SAB Capital Management, as well as earlier investors in the company. In July 2016, Insightly also added Microsoft Power BI integration and updated its lead assignment rules. Insightly added CRM security features to its platform allowing clients to protect sensitive information, recover deleted data, and track changes to sales opportunities in October 2016. The features comply with the standards developed by the American Institute of Certified Public Accountants. In December 2016, the company added workflow automation tasks to its platform and expanded its mobile application's search reach, allowing integration with Dropbox, Google Drive, OneDrive, PandaDoc and Evernote. In 2016 the special business card scanning app Business Card Reader for Insightly CRM developed by one software company appeared on Google Play and Call Tracker for Insightly CRM in 2017.
As of April, 2016, the company had raised $40 million in funding. In July 2017, Insightly released a new version of CRM Suite featuring Microsoft Outlook integration and a new user interface.
In September of 2019, Insightly adding a marketing automation application to the platform.
In 2021, Insightly launched an integration tool called AppConnect and a customer service ticketing tool called Insightly Service.
Shortly after instituting a work from home policy in March 2022 for the COVID-19 pandemic, Insightly announced it would be permanently be a fully remote workforce.
In July 2024 Insightly was purchased by Private Equity company CrestRock Capital and subsequently merged with Marketing company Unbounce.
References
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Insightly | The modern, scalable CRM teams love
Streamline sales processes, improve profitability, and foster long-term customer relationships by creating a single source of truth for your organization with Insightly CRM. Attract visitors, convert them to prospects, and run marketing campaigns at scale with Insightly Marketing.
Insightly
The modern, scalable CRM teams love.
CRM Software Your Teams Will Love - Insightly
Make all your communication even more effective with Insightly. Deliver complete visibility to all your teams across every single customer email interaction ; Drive deal and project velocity by tracking and managing each customer communication in Insightly; Facilitate proactive communication by picking up the relationship at exactly the right place
Pricing - Insightly
See Insightly pricing and Insightly plans. Determine which Insightly pricing plan is best for your team based on features included by plan.
Insightly - Wikipedia
The Insightly CRM platform was designed to integrate with Google Apps products. [5] [6] In 2012, the company relocated to San Francisco, [7] [8] where it raised $3 million in funding led by Emergence Capital Partners. Insightly used the funding to develop its CRM tools outside of the Google Apps platform, so that it could be an independent CRM. [9]
Insightly Help Center
At Insightly, your success is our top priority. Our Success Programs provide guidance, support, and training to help you get the most out of Insightly CRM. Whatever you want to achieve, there’s a Success Program that’s perfect for you.
What is Insightly CRM? - Insightly Help Center
Insightly CRM keeps all of your current and prospective customer data in one place to optimize your productivity. Sales teams can establish strong relationships; managers can monitor their employee's work; marketing teams can keep track of their projects.
Insightly CRM - Google Workspace Marketplace
With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google users. Businesses use Insightly to manage contacts at every stage of the sales...
CRM Platform - Insightly
Insightly CRM is an affordable yet powerful solution that can scale your business as it grows over time. With features like sales pipeline and lead management, this CRM provides everything users need to improve their marketing campaigns.
Beginner's Guide for Users - Insightly Help Center
Follow the steps below to help you get up and running with your account. First, let's show you around. 1. Navigating around Insightly. 2. Different ways to access Insightly. 3. Personalize your User Settings. 4. Using Insightly to manage sales. 5. Viewing Records. 6. Linking Records. 7. Using tasks in Insightly. 8. How to create a list view. 9.