| Date | Title | Description |
| 17.12.2025 | Insightly CRM Introduces AI Copilot to Boost Mid-Market CRM Efficiency | Insightly, the easy-to-use, modern and affordable CRM, today announced the launch of Copilot, a generative AI–powered assistant developed to make working in a CRM simpler, faster and more intuitive. Built to streamline everyday workflows, t... |
| 03.04.2025 | The Future of Customer Engagement: AI-Driven CRM and Effective Client Onboarding | In the fast-paced world of business, customer engagement is the lifeblood of success. Companies are constantly seeking ways to connect with their clients, streamline processes, and enhance experiences. Enter AI-driven Customer Relationship ... |
| 02.04.2025 | AI-Driven CRM: Automate Customer Engagement and Close Deals Faster | Share
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You might be running a startup and spend hours each day replying to customer queries, tracking orders, and manually following up on leads, but eventually burn out. AI CRM Tools are your savior and can transform... |
| 30.01.2025 | The Strategic Imperative of Robust CRM Systems in Modern Organizations | Created by Maneesh Gupta
Updated: Jan 30 2025, 01:53 AM EST
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| 06.12.2024 | Navigating the SaaS Sales Landscape: Essential Tools for B2B Success | In the fast-paced world of SaaS startups, launching B2B sales can feel like navigating a dense fog. The path is unclear, resources are scarce, and the stakes are high. Yet, with the right tools and strategies, you can cut through the haze a... |
| 03.12.2024 | The 5 Best CRM for Outlook Integration | Best overall CRM for Outlook: Dynamics 365Best free CRM with Outlook integration: HubSpotBest for email and communication tracking: PipedriveBest CRM for activity management: monday CRMBest CRM for one-off and bulk emailing: Insightly
A CRM... |
| 27.11.2024 | Navigating the Future of Corporate Expense Management | Managing corporate expenses is like walking a tightrope. One misstep can lead to financial chaos. In today’s fast-paced business world, companies are searching for balance. Enter expense reimbursement solutions. These tools are the safety n... |
| 26.11.2024 | Best HIPAA-Compliant CRM Software | Best for built-in risk management: HubSpotBest for managing secure pipelines: monday CRMBest for internal and external communication: Zoho CRMBest for building secure patient intake forms: ClickUpBest for physical and technical safeguards: ... |
| 24.10.2024 | Best CRM Solutions for Accounting Firms in 2024 | Best for AI-powered tools: HubSpotBest for customizing workflows: PipedriveBest for team collaboration: monday CRMBest for tracking accounting analytics: Zoho CRMBest for managing client relationships: Insightly
Accounting firms offer a ran... |
| 22.08.2024 | Top 5 Zoho CRM Alternatives for 2024 | Best for free marketing and sales tools: HubSpot Best for project management: Monday CRM Best for niche industries: Pipedrive Best for an AI assistant: Freshsales Best for no-code integrations: Insightly
Zoho CRM is a top customer relations... |
| 22.08.2024 | ИИ в CRM: как меняется клиентский опыт | Системы управления взаимоотношениями с клиентами (CRM) преобразились благодаря возможностям искусственного интеллекта, предоставив компаниям более разумный способ управления клиентским опытом. Сегодня значение ИИ в процессах продаж невозмож... |
| 21.08.2024 | Navigating the CRM Jungle: A Guide to Choosing the Right Software for Your Business | In the vast landscape of business, customer relationship management (CRM) software stands as a beacon. It promises to streamline operations, enhance customer interactions, and drive growth. But with countless options available, selecting th... |
| 20.08.2024 | How to Choose the Right CRM Software | With so many CRM solutions available, it can seem like a daunting task to confidently choose the right software to implement for your business.
The purpose of a CRM system is to streamline customer management for improved efficiency, better... |
| 25.06.2024 | 2024 Go-To-Market Gurus Announced | Badge awarded to 30 leaders in Go-To-Market disciplines
30 leaders in Go-to-Market are recognized by TrustRadius, GTM Partners, and Insightly
We teamed up with GTM Partners and TrustRadius to get the word out about how much these individual... |
| 24.05.2024 | How to Create Effective CRM Strategy in 8 Steps | Customer relationship management is vital for businesses seeking to cultivate and retain strong customer relationships. It’s a management approach that combines technology, processes and strategies to manage interactions with existing and p... |
| 15.05.2024 | 6 Best Healthcare CRM Software for 2024 | Best for communicating with patients: Zoho CRM Best for growing profitability through marketing, sales and service: Insightly Best for managing invoices and billing: Onpipeline Best for managing patient support tickets: Zendesk Best for col... |
| 02.04.2024 | Capsule CRM Review (2024): Features, Pricing, Pros & Cons | Capsule’s fast facts
Our product rating: 4/5
Pricing: Offers a limited free CRM software.
Key features:
Kanban visual sales pipelines and dashboards.
Task reminder emails.
Google Data Studio integration.
Email marketing and automations.
Int... |
| 12.03.2024 | 7 Best CRM for Startups in 2024 | Best overall CRM software for startups: Freshsales Best CRM offering key add-on upgrades: Pipedrive Best CRM offering advanced marketing tools: Zoho CRM Best for tracking both ongoing and post-sales projects: Insightly Best for monitoring c... |
| 01.03.2024 | High inflation has small businesses looking to AI-driven CRM | Streamline your marketing campaigns, client communication, project management - with AI assistance
While the stock market has hit record highs unseen since 2021, one stock -- Hubspot -- is outperforming, at least since last fall. Shares hav... |
| 16.05.2023 | Insightly Releases Modern CRM Checklist to Help Businesses Assess Their Software Capabilities | Insightly’s Modern CRM Checklist is designed to help businesses identify key capabilities that are missing from their software and are needed to stay competitive.
SAN FRANCISCO (PRWEB) May 16, 2023
Today, Insightly, the modern, affordable C... |
| 10.05.2023 | Insightly to Host Executive Braindate Sessions at The Ascent San Francisco Summit | SAN FRANCISCO (PRWEB) May 10, 2023
Today, Insightly, the modern, affordable CRM teams love, is announcing that Chief Marketing Officer Chip House will host Braindate Sessions on May 23 and 24 during The Ascent San Francisco Summit, an exclu... |
| 13.04.2023 | Insightly Survey Reveals Marketing Automation Helps B2B Marketers Improve Customer Journey and Increase Revenue | In the past year, the number of customers who have adopted our platform, including Insightly Marketing, has increased 66 percent, demonstrating the importance of better managing and automating customer journeys.
SAN FRANCISCO (PRWEB) April ... |
| 10.01.2023 | Insightly Says 2023 Will be the Year of Customer Experience | Customer expectations are at an all-time high, and how you interact with your customers can make or break your relationships - arguably, even more so with the emergence of new challenges.
SAN FRANSISCO (PRWEB) January 10, 2023
Today, Insigh... |
| 14.12.2022 | Insightly’s “Closing Time” Series Expands to Podcast Format | Insightly, a modern, scalable customer relationship management (CRM) platform, is announcing that its weekly YouTube series, Closing Time, is now available as an audio podcast on all major podcast networks including Spotify, Apple podcasts,... |
| 30.11.2022 | Insightly Joins Intuit QuickBooks Solution Provider Program | Integrating CRM with a financial services tool is perhaps the most valuable connection for businesses, since it expedites sales and collections.
SAN FRANCISCO (PRWEB) November 30, 2022
Today Insightly, innovator of CRM for fast-growing busi... |
| 14.11.2022 | Why Employee Net Promoter Score Should Be Employers’ Go-To Metric | Founder and CEO of Insightly and a lifelong techie with a passion for all things startup. |
| 25.10.2022 | Insightly Survey Reveals Nearly 60 Percent of Manufacturers Report Growth in Win Rate with CRM Platform | When it comes to the manufacturing industry, a flexible CRM helps in both customer acquisition and retention.
SAN FRANCISCO (PRWEB) October 25, 2022
Today, Insightly, a modern, scalable Customer Relationship Management (CRM) platform, is sh... |
| 12.07.2022 | Insightly Launches New Weekly Video Series “Closing Time” | Insightly, a unified customer relationship management platform that elevates the customer experience, is announcing its new YouTube series, Closing Time, a weekly series of concise videos with actionable insights intended to help go-to-mark... |
| 28.06.2022 | Insightly Shares New Research Detailing What Go-to-Market Teams Really Want from CRM | The data could not be clearer: if your customers aren’t happy, you’re not growing. That's why we've been focused on building a platform that helps our customers centralize their data across sales, marketing, and service teams so they can de... |
| 05.04.2022 | Insightly Reports Significant Momentum for its Unified Platform that Elevates the Customer Experience | The growth in usage of Insightly’s unified platform where businesses use multiple Insightly apps underscores the evolving trend we have always believed to be critical - businesses need to integrate all customer touchpoints in order to deliv... |
| 15.12.2021 | New Year, New Customer Journey: Insightly Releases New Data & Tips to Help Companies Thrive in 2022 | Businesses that want to build long-standing relationships with customers must ensure each touchpoint is fully integrated so that conversations are fruitful and connections are made.
SAN FRANCISCO (PRWEB) December 15, 2021
Today, Insightly, ... |
| 30.11.2021 | Insightly Expands Leadership Team with Appointments of CMO and CSO | We are in the midst of a monumental shift in the way businesses engage with their customers and Insightly is committed to helping companies evolve - with Chip and David on our team, we are well poised to deliver.
SAN FRANCISCO (PRWEB) Novem... |
| 21.09.2021 | Insightly Launches New Service Software to Help Businesses Exceed Customer Expectations | Businesses have the opportunity to differentiate themselves by ensuring they have insights that help them demonstrate knowledge and empathy in every single customer interaction.
SAN FRANCISCO (PRWEB) September 21, 2021
Today, Insightly, the... |
| 10.09.2021 | CRM Software: Choosing the Right CRM for Your Business | Jump to:
Leading CRM software vendors
Common features
Industry specific considerations
Benefits of customer relationship management software
Choosing the best CRM software for your organization Leading CRM software vendors
1 SalesOutlook CR... |
| 13.08.2021 | More companies should shift to a work-from-home model | Karl Laughton Contributor
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Karl Laughton is president & COO of Insightly, which makes scalable CRM software that enables companies to go beyond transactions and grow lasting customer relationships.
Nearly three in 10 emp... |
| 04.05.2021 | Insightly Launches AppConnect to Help Customers Easily Integrate Business Apps and Improve Data Management for Digital Success | Businesses need simple, reliable, and scalable solutions that allow them to regularly connect data, people, and processes between different parts of business.
SAN FRANCISCO (PRWEB) May 04, 2021
Today, Insightly, the leader in customer relat... |
| 16.04.2021 | How businesses can build strong connections with customers | Image: Ridofranz/Getty Images
The pandemic showed businesses it was possible to make a large-scale technical shift, as many employees were sent home to work remotely. Organizations also gained more insight into their customers, and a new st... |
| 07.04.2021 | U.S. Businesses Know More About Customers in 2021 vs 2020, according to New Insightly Survey | When all customer-facing teams share data and insights with each other and on a consistent basis - the customer experience can be optimized across the entire customer journey.
SAN FRANCISCO (PRWEB) April 07, 2021
The landscape for businesse... |
| 23.02.2021 | Digital.com Announces Best Small Business CRM Software of 2021 | SEATTLE (PRWEB) February 23, 2021
Digital.com, a leading independent review website for small business online tools, products, and services, has announced the best small business CRM software of 2021. The top solutions were evaluated based ... |
| 11.01.2021 | How To Scale Up As Your Customers Grow | Founder and CEO of Insightly and a lifelong techie with a passion for all things startup. |
| 03.01.2021 | Digital.com Names Best Lead Management Software of 2021 | SEATTLE (PRWEB) January 03, 2021
Digital.com, a leading independent review website for small business online tools, products, and services, has announced the best lead management software of 2021. The top solutions were evaluated based on c... |
| 09.11.2020 | Marketing's Role In Building A Customer-Centric Company | Founder and CEO of Insightly and a lifelong techie with a passion for all things startup. |
| 06.10.2020 | Top 5 Best CRM Software For All Your Small Business Needs This 2020 That You Can Try For Free! | Isaiah Alonzo, Tech Times 06 October 2020, 04:10 pm
Starting a business is somewhat hassle, especially when handling different requirements and affairs in your ventures as a start-up company. Sometimes, employing people can be a hassle and ... |
| 01.06.2020 | On CRM: Should You Get A ‘Free’ CRM? | Close-up of logo at headquarters of software company Zoho, Pleasanton, California, July 2, 2019. ... [+] (Photo by Smith Collection/Gado/Getty Images)Gado via Getty Images |
| 04.03.2020 | On CRM: From Salesforce To Zoho, Which Of These 10 CRMs Is Really Best For Your Business? | Good CRM makes for happy customers.Getty |
| 24.02.2020 | 12 Ways Entrepreneurs Can Build A Sustainable Business | When building a business, you want to ensure you’re building something that lasts. Before you launch, you'll need to make sure your product or service fills a need in the market. From there, you need to hire the right people and put the rig... |
| 15.03.2019 | The Best CRM Software for Small Businesses UK | 3 shares
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If your business is sales led, you’ll have realised that turning leads into sales is a little like spinning plates. Between emails, phone calls, social media and in-person meetings, it’s easy to let de... |
| 03.04.2018 | The Top CRM Companies for Business Owners | The market has become flooded with customer relationship management (CRM) solutions, making it incredibly difficult to narrow the field enough to find the right CRM software for your needs. If you have a good idea of what you’re looking for... |
| 17.07.2017 | New CRM product integrates with Outlook to boost productivity | Legacy CRM suites often involve slow, cumbersome interfaces, are frustrating for users and consequently don't achieve wide adoption. According to a Forrester survey, 47 percent of respondents encounter user adoption struggles when implement... |
| 18.01.2017 | Sales CRM startup Pipedrive raises $17 million from Atomico and others | Did you miss a session from GamesBeat Summit 2022? All sessions are available to stream now. Learn more.
Sales software startup Pipedrive has closed a $17 million Series B funding round led by Skype cofounder Niklas Zennström’s Atomico, wit... |
| 09.12.2016 | Insightly Online CRM Announces Workflow Automation and Mobile Enhancements | Insightly Online CRM Announces Workflow Automation and Mobile Enhancements
Insightly, an online customer relationship management application (CRM) for small and growing businesses, has added new workflow automation and mobile features to he... |
| 12.09.2016 | Party time: Winners take the stage at Xerocon South Partner Awards | By Shannon Williams
Journalist
Mon, 12th Sep 2016
#
Accounting systems
#
Xero
#
Xerocon
FYI, this story is more than a year old
It was an exciting night for Xero partners, as winners took the stage to receive their awards at Xerocon South 2... |
| 19.04.2016 | 8 Affordable Apps That Help Build Your Business | Running a business takes more than good luck and market awareness. Certain softwares can go a long way in making the startup journey a little easier for burgeoning CEOs. But if you're starting a new business, capital is a sparse necessity. ... |
| 19.04.2016 | Insightly Closes $25M Series C Funding Round | Insightly, a San Francisco, CA-based online customer relationship management application (CRM) for businesses, raised $25m in Series C financing.
The round was led by Scott Bommer, venture investor and founder of SAB Capital, with participa... |
| 19.04.2016 | Daily funding roundup - April 19, 2016 | FusionOps secured $25M; Insightly raised $25M Series C; Wootric secured an oversubscribed A round;
Wootric, an in-application Net Promoter Score (NPS) platform for boosting customer happiness, secured an oversubscribed $2.6 million Series A... |
| 19.04.2016 | Insightly raises $25M to provide CRM to small businesses | The company has now raised over $40 million in funding
Editor's Note: Our annual Vator Splash Spring 2016 conference is around the corner on May 12, 2016 at the historic Scottish Rite Center in Oakland. Speakers include Nigel Eccles (CEO &a... |
| 19.04.2016 | Insightly Receives $25M Series C Round |
SAN FRANCISCO, CA, Insightly, the leading online customer relationship management application (CRM) for small and growing businesses, today announced it has raised $25 million in Series C financing.
>> Click here for more funding d... |
| 16.01.2016 | 3 Ways to Scale Your Business When You Don’t Have a Ton of Resources | Turning an idea into a startup and a startup into a thriving business aren’t linear processes. There are twists and turns, challenges and risks. But no matter the journey a business takes, it starts with an idea. For Insightly, that bit of ... |
| 06.01.2016 | 5 Essential Productivity Tools For Every Startup | Five tools that startups can use to keep things in sync and increase efficiency.
Bufferapp: Social Media is increasingly becoming indispensable for brands and companies. Social media Management is one of the important roles in most compani... |
| 31.08.2015 | Mobile + web apps: It’s all about the blend | Did you miss a session from GamesBeat Summit 2022? All sessions are available to stream now. Learn more.
Business users shift multiple times a day between computers and mobile devices, so it’s not surprising that the winning business applic... |
| 31.08.2015 | Mobile + web apps: It’s all about the blend | Business users shift multiple times a day between computers and mobile devices, so it’s not surprising that the winning business applications have figured out how to seamlessly blend the experiences by relying on persistent underlying data ... |
| 01.07.2015 | How personalization is changing the face of marketing [Q&A] | [BetaNews Recommended Reading] Companies today have access to more information about their customers than ever before. This gives them the opportunity to effectively personalize their marketing messages, but are they failing to take advanta... |
| 14.05.2015 | Pipedrive lands $9M to help small biz keep track of sales | We are excited to bring Transform 2022 back in-person July 19 and virtually July 20 - 28. Join AI and data leaders for insightful talks and exciting networking opportunities. Register today!
If you measure by the variety of tools available,... |
| 14.05.2015 | Pipedrive lands $9M to help small biz keep track of sales | If you measure by the variety of tools available, it’s a great time to be a salesperson.
One of the tools, Pipedrive, offers customer and deal management for small businesses. Today, the company — founded in 2010 in Tallinn, Estonia – is an... |
| 30.04.2015 | 41 Startups Share How They Motivate Their Teams | What is the best way to motivate your employees? According to a recent survey conducted by TechnologyAdvice, more than 30 percent of those surveyed consider flexible schedules and the option for remote work as the top perk that people desir... |
| 16.10.2014 | To Stay In The Game, European VCs Wake Up To Offering Services And Software | As the European tech startup market becomes yet more crowded with investors and accelerators, those investors are realising they are – gasp! – going to have to start working harder to differentiate themselves from their peers in the venture... |
| 15.09.2014 | Insightly, un potente project management framework per la tua startup | Per tutti coloro che utlizzano Google app for Work per gestire la propria infrastruttura aziendale, vorrei presentare Insightly, un vero e completo sistema di PMF da utilizzare con il proprio profilo Google. Cos’è un PMF
Iniziamo dalla bas... |
| 13.09.2013 | Funding Roundup - week ending 9/13/13 | Joota, PureDiscovery, Matterport, NewsWhip, HourlyNerd, Kreditech all raised money this week
Seed stage
Temnos, a PaaS company that focuses on content intelligence for media companies, raised $1.25 million in seed funding from unnamed angel... |
| 12.09.2013 | Insightly Raises $10M For CRM Service Wrapped In An Email App | - |
| 12.09.2013 | Insightly Raises $10M in Series B Funding | Insightly, a San Francisco, CA-based provider of a business freemium customer relationship management (CRM) platform, raised $10m in series B funding.
The round was led by Matt Holleran, founder and managing director of Cloud Apps Managemen... |
| 12.09.2013 | Insightly Raises $10M For CRM Service Wrapped In An Email App | Insightly has raised $10 million for its CRM service that integrates with Gmail, Outlook, Office 365 and other services. Emergence Capital Partners, Sozo Ventures and TrueBridge Capital Partners participated in the Series B round led by Mat... |
| 12.09.2013 | Insightly Secures $10 Million in Series B |
SAN FRANCISCO, CA, Business freemium customer relationship management (CRM) market leader, today announced it has raised $10 million in a series B investment.
>> Click here for more funding data on Insightly
>> To export Ins... |
| 12.09.2013 | Funding Daily: The fog rolls in | We are excited to bring Transform 2022 back in-person July 19 and virtually July 20 - 28. Join AI and data leaders for insightful talks and exciting networking opportunities. Register today!
The summer is over as day-fog rolls in over San F... |
| 21.06.2013 | Case Study: Light For Cause Turns An Average Campaign Into A Charitable Quest To Meet Richard Branson | As part of our sponsorship program with Insightly, we’re exploring some innovative businesses that have used the CRM tool. In this sponsored case study, we’re looking at Groovy Lights and the Light for Cause initiative. |
| 14.06.2013 | How Do You Effectively Manage Customers & Fans Online? | Last week, we talked about the customer management challenge faced by successful crowdfunding projects. That’s just one aspect of a broader issue that affects every online business and every creator trying to monetize their work: the more s... |
| 04.06.2013 | More Money, More Problems: The Challenge Of Managing Crowdfunding Success | A lot of the attention given to Kickstarter and other crowdfunding platforms these days has been spurred by the big runaway success stories — the Pebble smartwatch, the Double Fine Adventure, Amanda Palmer’s project, and many others that ex... |
| 03.06.2013 | 11 Awesome Apps For A More Efficient Workplace | Toss out that stack of sticky notes on your desk…now’s the time to upgrade to an app for your work to-do list instead.
From task management to time management, here are 11 great apps to help you work more efficiently:
Work+
One app that the... |
| 20.02.2013 | 6 Ways To Make Freemium Work For B2B Products | Guest author Anthony Smith is CEO of Insightly.
You may have read a lot of articles last year about why the so-called “freemium” model doesn’t work for most consumer-oriented companies. And it’s true that offering a base-level product for f... |
| 02.10.2012 | Insightly Raises $3M |
SAN FRANCISCO, CA, Leading provider of customer relationship management (CRM) software for small businesses, today announced it has completed a $3 million financing round led by Emergence Capital Partners.
>> Click here for more fu... |
| 02.10.2012 | Insightly Raises $3M in Funding | Insightly, a San Francisco, CA-based provider of customer relationship management software for small businesses, has raised $3m in funding.
The round was led by Emergence Capital Partners.
The company intends to use the capital to expand it... |
| - | Best CRM tools for online retail in 2018 | An effective CRM system can mean the difference between customer attrition and business success. Customers are increasingly becoming brand-insensitive, and they want top-notch customer service every time they transact online. That’s why it ... |
