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Insightly

680 Folsom St, Suite 550, San Francisco, CA, 94107, United States

Overview

Insightly is a cloud-based customer relationship management application that serves small and mid-sized businesses, offering web and mobile tools to manage customer interactions, leads, opportunities, proposals and projects. The product is available in seven languages and more than 200 countries and is used by over one million customers. Over the past year the company says it has doubled both team size and revenue, with notable growth in the advertising, marketing, and consulting verticals. Insightly plans to use the new funding to accelerate expansion into larger businesses, build out a direct sales team, and add integrations and capabilities to increase customer sales efficiency and organization. The company emphasizes ease of use and aims to deliver enterprise-class CRM functionality without the complexity of legacy platforms. Insightly is based in San Francisco. Insightly provides a CRM wrapped into an email app, integrating with Gmail, Outlook, Office 365 and other services to surface calendars, address book entries, tags and custom filtering. The company emphasizes mobile apps as a critical part of its offering and operates a freemium model to attract small businesses. Insightly serves more than 184,000 customers in 100 countries. The product focuses on helping small businesses engage customers through an email-centered workflow and connected services. The company faces competition from High Rise, Capsule CRM and Streak. It plans to use recent funding to localize the service, hire new employees and expand marketing into international markets. Insightly offers an intuitive, cloud-based CRM that helps small businesses track customer interactions, manage leads, proposals, opportunities, projects and files from any device. The product is accessible via web browser on PCs, laptops, smartphones and tablets and emphasizes a simple user interface and monthly feature releases. Insightly operates a freemium pricing model and says more than 100,000 businesses in over 100 countries use its application. The company announced it is expanding its service outside of the Google Apps platform to make the CRM available to all small businesses. Insightly completed a $3 million financing round to accelerate growth and further enhance the user experience. The company is based in San Francisco.

Total raised
$38M
Funding rounds
3
Latest round
Series C
Latest activity
Apr 2016

Industries

  • CRM
  • Enterprise Software
  • Project Management
  • SaaS
  • Small and Medium Businesses
  • Software
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Recent funding

  1. Series C

    Apr 2016

    $25M

  2. Series B

    Sep 2013

    $10M

  3. Equity

    Oct 2012

    $3M

Team

No current team members are available.