MARKETING AUTOMATION
Marketing automation made easy

Engage audiences and build pipeline
Email marketing
Quickly and easily create beautiful marketing assets that drive awareness and conversion.
- Launch great-looking, high-converting campaigns in minutes
- Use pre-built email templates or customize your own templates with intuitive drag-and-drop functionality
- Have more control over the way you reach customers with transactional emails and email batching
Insightly Marketing Journeys are an intuitive solution that has helped our client drive a 10x increase in pipeline over just a few months.
Amy Anderson
Co-Founder, Wild Coffee Marketing

Landing pages and forms
Create high-quality landing pages designed to convert visitors to leads.
- Design, build, and clone beautiful, engaging landing pages
- Capture interest and engagement with embedded forms
- Share contact information automatically with sales and delivery for seamless follow-up

Journey builder
Create strong relationships by making every touchpoint insightful and engaging
- Easily build multi-step email sequences that guide customers from awareness to adoption and advocacy
- Nurture relationships with multi-touch content and logical next-best actions
- Automatically send notifications, change lead scores, or even trigger workflows based on customer interest and intent

Dynamic list segmentation
Improve your brand reputation and your results by delivering relevant content that builds trust.
- Show customers you understand them and their business by dynamically adding or removing contacts from your lists
- Optimize conversion through improved targeting
- Monitor interest and purchase intent with prospect scoring and grading
- Segment by firmographic and demographic data and maximize your ability to reach the right person with the right message

Measure and iterate
Dashboards and reporting
Create a single source of truth, share results across your entire organization, and demonstrate your impact.
- Track your unique KPIs with shareable dashboard cards and different chart types
- Evaluate and report on campaign performance with UTM tracking, multi-touch attribution, and ROI tracking
- Understand audience preference and intent with prospect ID tracking
- Improve email performance with health reporting
The number one biggest benefit of working with Insightly is transparency. Major decisions have to happen and we all have to be on the same page.
Kelsey Dus
Marketing Director, SIGMA Equipment

Lead scoring and grading
Lead scoring and grading are used to measure a prospect’s intent and interest based on interactions with your brand.
- Create lead scoring models to rank prospects and move them to sales with finish actions or journeys
- Edit scoring models as you learn more about what resonates with your prospects
- Create prospect profiles to help sales more easily identify prospects that fit your ideal customer profile
- As you learn more about prospects through their interactions with your brand, the prospect record will be updated

A/B and multivariate testing
Test, learn, and improve your email performance
- Understand what resonates for your audiences, and what doesn’t
- Improve your email campaigns and engage your audiences more effectively
- Go beyond basic A/B testing with easy-to-use advanced testing that will help you optimize results
- Improve email performance with health reporting

Integrate with ease
Share insights across your entire organization and build strong relationships with prospects and customers.

Modern, unified platform
Extend your reach and drive sales with a unified experience across sales, marketing, and customer support.
- Show customers you know them with data captured across every single interaction
- Deliver great experiences across every single sales, marketing, and customer support touchpoint
- Easy to customize and integrate with the applications you use to run your business

AppConnect
Market smarter and grow faster when you connect Insightly Marketing to the rest of your tech stack.
- Capture leads more easily from all your digital advertising channels, like Google Ads, Facebook, Instagram, and LinkedIn
- Connect your eCommerce platform to Insightly, send targeted campaigns, and sell more
- Empower your marketing operations team to own all your integrations

CRM + marketing automation yields 3x revenue increase
Privacy and compliance

Experience Insightly CRM for yourself
Get a demoFAQs
What is marketing automation?
What are the benefits of marketing automation?
Is marketing automation only for big companies?
Is inbound marketing the same thing as marketing automation?
Blog Posts
Does your CRM pass the modern CRM test?
How go-to-market teams create a better customer experience with CRM.
We drink our own champagne…see the details!