Customer Success Programs
Choosing a Success Program
Customer success is our top priority at Insightly. Our Success Programs provide guidance, phone support, and training to help you get the most out of Insightly CRM. No matter what you want to achieve, there’s a Success Program that’s perfect for you.
Success Programs connect you with our team of product experts to ensure Insightly CRM helps you achieve your business goals. All customers have access to email-based support, Insightly’s comprehensive Help Center and community forums. For additional support and Customer Success resources, we offer the following Success Programs to fit your business needs:
Premium Program
Designed to help you get started quickly and ensure long-term adoption.
- Direct access to an Insightly expert
- Quick response time for support questions
- Expert guidance on system configuration
- Personalized training
Ultimate
Work directly with a Senior expert to adopt and deploy faster, and achieve your business goals.
- Top priority support
- Customized training
- Proactive account reviews
- Customer Advisory Board membership
Admin
Full service program with dedicated Insightly expert to administer your account.
- Account configuration
- Build workflows and business processes
- Creation and delivery of custom reports
- Monitor data integrity