premier support and success

Proactive support partnership designed to help you get more from Insightly

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Personalized support

Get the most from Insightly as your business grows

Technical solutions

Resolve challenges with unmatched expertise from your Insightly team

Expert guidance

Improve business performance with proactive insights

Premier Support and Success

Insightly’s Premier Support and Success Plan delivers the personalized support you need to take your business to the next level. Get access to individualized online training sessions and one-on-one technical guidance to help you make the most of your Insightly subscription and achieve your goals.

Basic support is included with every Insightly license. Get access to Insightly’s on-demand training, online knowledge resources, webinars, and in-product guides.

Basic Support

Included with license

Premier Support and Success

20% of Insightly investment; min. $3000 annually

Customer
Support

Email support
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Email support

Quickly and easily reach Insightly with convenient email support

24 hour first response
4 hour first response
Phone support
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Phone support

Talk live to an Insightly team member who is trained to help guide you through technical challenges

9 am – 4 pm PT * Weekdays, Mon – Fri
6 am – 6 pm PT * Weekdays, Mon – Fri
Online knowledge base
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Online knowledge base

Insightly’s articles, guides, and tutorials are designed to help you with common challenges so you can learn more, faster

Customer webinars and videos
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Customer webinars and videos

Get insider tips and tricks from recorded videos, live webinars and demos

Enhanced technical support
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Enhanced technical support

Receive faster response times and more personalized support

Integration support
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Integration support

Access resources and documentation to help you integrate Insightly with your existing systems

Technical guidance and advice
API support
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API support

Access comprehensive documentation and resources designed to help your technical teams work with Insightly’s API

Technical guidance
Developer support
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Developer support

Get dedicated support from Insightly’s expert development team to help you with more complex and custom technical requirements

Customer
Success

System design and architectural guidance
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System design and architectural guidance

Our expert guidance will ensure your system is scalable and future-proof

Deep contextual guidance tailored to use cases
Staff training
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Staff training

Training programs designed to bridge knowledge gaps, help your teams move with efficiency, and help you reach your goals

Expert coaching sessions
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Expert coaching sessions

One-on-one, personalized training designed to help you achieve more with Insightly

Long-term adoption programs
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Long-term adoption programs

Maximize your team’s adoption and usage of Insightly with ongoing partnership from Insightly’s customer success team

Customer success resources
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Customer success resources

Maximize your success in partnership with Insightly’s consultative experts

Technical account management resources
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Technical account management resources

Tackle your most complex technical challenges with hands-on support from Insightly experts

Business value reviews
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Business value reviews

Maximize your Insightly investment with ongoing business reviews designed around your unique needs

FAQs

What is the Premier Support and Success Plan?

Do customers need to purchase both onboarding and Premier Support and Success?

What is Guided Onboarding?

Insightly Premier Support and Success.
We’ve got your back.

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