Insightly Marketing product overview

Insightly Marketing is marketing automation software built on the same platform as Insightly CRM, so customer data flows freely between the two systems in real time, giving you and your teams access to actionable insights. It has an easy-to-use interface for creating customer journeys, email templates, customer newsletters, and shareable dashboards. Build engaging campaigns and grow a pipeline to support sales, all in minutes.

Pros of Insightly Marketing

Insightly Marketing delivers a unified view of the customer across sales and marketing to grow pipeline, optimize retention, and report on marketing return on investment.

Cons of Insightly Marketing

The marketing platform works best for existing Insightly CRM customers.

Breakdown of core features

CRM integration

Align sales and marketing efforts with a single, unified view of the customer across all marketing and sales touchpoints. Teams can create, maintain, and measure the impact of sales and marketing efforts with common definitions across key components of the customer lifecycle including prospects, leads, opportunities, pipeline stages, go-to-market strategies, and more.

Reporting

Measure and report on Marketing Impact through visibility to key metrics through the marketing and sales funnel, including open and click-through rates, page views, visitor sources, time spent on site, MQL to SQL conversion, and marketing campaign return on investment (ROI). Drive ongoing business success with A/B and multivariate testing capabilities.

Customer retention

Optimize customer retention through a unified view of your customers over time. Use data on customer behavior to build nurture campaigns that encourage adoption and usage, create upsell and cross-sell opportunities, solicit voice-of-the-customer feedback, and build triggered campaigns to proactively drive renewals and repeat business.

(Last updated on 02/02/2022 by Marshall Bright)