CRM Support & Service Plans

We strongly recommend a Support & Service Plan for all Insightly users, so we’ll work with you to determine which program fits your company best based on CRM experience, employee count, and company goals.

An Insightly Customer Success Manager (CSM) is a product expert who will partner with you to implement Insightly successfully and ensure your team adopts Insightly fully. They will develop an in-depth understanding of your business and provide personalized guidance throughout your Insightly experience.

Included in your Support & Service Plan is a number of video conference sessions hosted by your designated CSM. Possible topics include: Platform training for admins and users Configuring your account to fit your business structure Reviewing your team’s adoption and usage metrics Training and implementation of new platform features New feature configuration and implementation Scaling Insightly as your business grows These sessions are recorded and shared with you in a follow-up email alongside other useful resources.

You will receive the same ongoing benefit, from the same Customer Success Manager, for both our CRM and Marketing products when you purchase and use them together. We find that our customers grow faster when they have us proactively helping them to continually align our rapid innovation with their changing business needs.

The Account Review is a key part of all of our Support & Service Plans. Your dedicated Customer Success Manager will conduct a full review of your account to ensure you are utilizing Insightly’s full capabilities, provide an account synopsis with recommended areas of focus, and ensure that Insightly continues to grow with your business.

Your primary point of contact for technical support or administrative work is your Insightly Admin. For guidance on industry best practices and how to use Insightly to meet your business goals, your designated Sr. Customer Success Manager is here to help.

Your Insightly Admin team will help you manage all your day-to-day admin needs including, but not limited to: Adding and removing users Creating reports Ongoing account configurations like creating custom fields, automated workflows, pipelines, and activity sets

Yes. The Insightly Onboarding Program is specific to first-time Insightly customers who are focused on configuring Insightly, driving successful adoption, and accelerating time to value.

Yes. By subscribing to a paid Support & Service Plan you gain access to the Insightly Onboarding Program.

Onboarding varies from one business to the next, but it typically takes 30–45 days or 4–8 meetings with a Customer Success Manager. During your initial kickoff call with your Customer Success Manager, they’ll assess your CRM needs and provide a clearer timeline to graduate from the Onboarding Program.