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Customer Success Software that Integrates With Insightly

Insightly is a web-based Project Management and Customer Relationship Management (CRM) solution for small to medium businesses (SMBs).

Insightly was founded in 2009 by Anthony Smith, CEO. The company headquarters are located in San Francisco, California, USA.

CRM product features:

  • Calendaring and events
  • Automatic address book
  • Insightly notes, Evernotes, and comments
  • Search
  • Custom fields and filters
  • File sharing
  • Web to contact
  • Tags, notification, and following
  • Linking (direct relationships between contacts, organizations, opportunities, projects)
  • Email contacts with MailChimp integration

Project Management product features:

  • Milestones, pipelines and tasks for projects creation
  • Automatic email reminders
  • Roles for contacts specification
  • Email correspondence tracking
  • Completed tasks and events by project viewing
  • Project files inclusion
  • Task and event reports viewing

Insightly integrates with other applications such as Google Apps, Office 365, MailChimp, Dropbox and social media websites. Insightly also provides mobile applications for the iOS and Android operating systems.

Pricing:

  • Gratis for free for 3 users with 2,500 records, 200 MB Storage, 40 custom fields
  • Standard for $7 per user per month for 100,000 records, unlimited storage and 100 custom fields
  • Enterprise, price is available on request from Insightly, for unlimited records, unlimited storage and 100 custom fields.

Insightly also offers a free 14 day trial of their products.

How to Connect Insightly and Akita

Step 1

Step 1

Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.

Step 2

Step 2

Click the Connect Provider button.

Insightly

Step 3

Select Insightly from the list of available integrations.

step 4

Step 4

Fill in the form to complete the connection. For this, you will need your API Key and Web Address from your Insightly account.That’s it – all done!

Your Insightly Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Insightly data.
  • This data will appear alongside all your other customer interactions for a 360° view.

  • Segment your accounts based on data from your Insightly account, and from your other business tools.

  • Define lifecycle stages and make sure customers stay on track.

  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.