Filter by View All Product All AppConnect CRM Marketing Resource type All eBook Webinar Webinar Choosing the Right CRM to Align Teams Webinar Watch the “Choosing the Right CRM to Align Teams” webinar. 15 Jun 2022 Share eBook Choosing the Right CRM to Align Teams CRM selection is something you have to get right. 15 Jun 2022 Share Webinar 7 Common Pitfalls of CRM Adoption Webinar Create a rollout plan that supports your team and gets them excited about the change. 24 May 2022 Share Webinar Q2—2022 Product Release Webinar CEO Anthony Smith shares the latest updates to the Insightly platform and a sneak peek at what’s coming soon. 27 Apr 2022 Share eBook A CRM needs assessment handbook Use this customer relationship management (CRM) needs assessment handbook to guide your decision. 16 Mar 2022 Share Webinar AppConnect Masterclass Vol. 3 UK Screen Alliance CEO Neil Hatton shares how his team is using AppConnect to streamline business processes. 27 Feb 2022 Share Webinar AppConnect Masterclass Vol. 2 See an AppConnect demo and learn about the value of Sage, Sign/Docusign, and Slack integrations. 21 Jan 2022 Share Webinar AppConnect Masterclass Vol. 1 Learn how to maximize the benefits of Insightly’s low code/no code integration engine. 06 Oct 2021 Share Webinar Introducing Insightly Service Drive great customer experiences. Create long-lasting customer relationships. 15 Sep 2021 Share Webinar Webinar – Optimize your customer experiences Use A/B and multivariate email testing to get real insights into customer response. 30 Jun 2021 Share Webinar Webinar – From first touch to conversion Target, nurture, and convert customers with advanced list segmentation 09 Jun 2021 Share Webinar Webinar – Introducing Insightly AppConnect AppConnect links Insightly to the ecosystem of tools you use every day. 28 Apr 2021 Share Webinar Webinar – Increase sales velocity with quicker quotes Hit supersonic sales velocity with products, pricebooks, and quotes. 14 Apr 2021 Share Webinar Webinar – Harness the power of integrations Seamlessly sync and scale with lambdas and webhooks. 24 Mar 2021 Share Webinar Webinar – Secure and protect your Insightly data Learn how validation rules and advanced permissions manage your customer data. 10 Mar 2021 Share Webinar Webinar – Customize Insightly to your business processes Learn the benefits of customizing Insightly to the needs of your business. 24 Feb 2021 Share Webinar Webinar – Generate more leads with landing pages Learn best practices for landing pages and tour our new Landing Page builder. 03 Feb 2021 Share eBook eBook – Putting the relationship back into CRM Does CRM help businesses to build lasting customer relationships? 27 Jan 2021 Share Webinar Make better decisions by visualizing your data Insightly Dashboards beautifully visualize your data so you can gain real insights. 20 Jan 2021 Share Webinar Streamline business processes with automation Use our automation tools to execute automated tasks and business processes. 07 Jan 2021 Share Webinar How Knightscope made the switch See how easy it was for Knightscope to migrate their system of record. 16 Dec 2020 Share Webinar Design great customer journeys with Insightly Join us as we break down the Insightly Marketing journey tool. 09 Dec 2020 Share eBook Switching CRM Guide Get a game plan to decide if it’s time to switch CRMs. 01 Dec 2020 Share eBook Switch from Salesforce to Insightly Get insights and guidance for a successful CRM switchover 10 Sep 2020 Share eBook Learn how agencies use Insightly CRM More than half of surveyed agencies using a CRM saw a 25% increase in team productivity. 22 Dec 2019 Share eBook Manufacturing Customer Survey Insightly Manufacturing Customer Survey Report 17 Dec 2019 Share Sorry, no resources match your query.We're always adding new content. Check back soon. Experience the Insightly platform for yourself Request a demo