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About

Marketing automation made simple. No expensive integrations. Beautiful email templates. Intuitive journey builder. Enterprise-grade dashboards. One unified platform. Attract and engage your ideal customers and grow your business faster with Insightly Marketing, a powerful easy-to-use marketing engine built on the same platform as Insightly CRM. With Marketing and CRM together at last on one unified platform, customer data flows freely throughout the entire customer journey with no chance of getting lost or damaged. Align marketing and sales around a common definition of the ideal customer. Visually represent any customer journey, from simple batch-and-blast to sophisticated nurture. Include logical next-best-action steps to guide your customers through engaging learning experiences about your business, from first contact to advocacy. Improve your campaign effectiveness with enterprise-grade reports and dashboards.

About

Trigger automated follow-up to nurture the lead and funnel more qualified hand-offs to your sales team. Increase conversions by 25%. Automate “channel selection” and seamlessly placed customers into journeys using their preferred means of communication (text, email, social media & chat). Use our churn indicators to automatically address engagement gaps. Nurture and entice your customers to stay with you. Despite the growing number of powerful communication platforms, Most businesses are still using single channel strategies. The lack of time & resources makes it challenging to transition to a new system.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Marketers that want a transparent view of a customer's journey through sales and marketing

Audience

Businesses looking for a robotic marketing automation solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$299 per user per month
Free Version
Free Trial

Pricing

$99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Insightly
Founded: 2010
United States
www.insightly.com/why-insightly-marketing/

Company Information

TapToBook
United States
taptobook.com

Alternatives

Alternatives

Pega Marketing

Pega Marketing

Pegasystems

Categories

Categories

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Integrations

Chat Metrics
Google Calendar
Google Contacts
Google Docs
Insightly
Jotform
Kixie PowerCall & SMS
Microsoft 365
QuickBooks Online
Zoom
Zoom Webinars

Integrations

Chat Metrics
Google Calendar
Google Contacts
Google Docs
Insightly
Jotform
Kixie PowerCall & SMS
Microsoft 365
QuickBooks Online
Zoom
Zoom Webinars
Claim Insightly Marketing and update features and information
Claim Insightly Marketing and update features and information
Claim TapToBook and update features and information
Claim TapToBook and update features and information