Insightly Service

There are three plan levels for Insightly Service available with features and limits that allow you to pick the best value for your organization. 

No. Both Insightly CRM and Insightly Service are robust applications that stand on their own for use by sales teams and customer service teams, respectively. Each can also integrate with other CRMs and other customer service applications. However, when you implement both, you provide your teams full visibility into the customer, aligning them with a 360-degree view that will help them elevate the customer experience.

You want every interaction your customer service team has to be a positive one. You can help them achieve that goal by providing a software platform that allows them to close tickets faster and deliver personalized experiences.

Once you have more than one customer service agent, you can benefit from a customer service application. Some platforms come with high price tags, so only large organizations can afford them. Today, there are many affordably priced platforms that are intuitive so that virtually any organization of any size can use this technology.

A service level agreement (SLA) is a contract between a service provider and a customer that defines the types of service and the standard of service that the provider will provide and that the customer can expect. You can define and manage your organization’s SLA in Insightly Service.

Insightly Service includes the use of macros which are pre-written templates your agents can apply to a ticket to provide consistent, informational responses to frequently asked questions. Insightly Service uses knowledge articles for easy reference for internal teams that can also be made available to external audiences. The use of the SLA countdown feature keeps teams informed of how quickly customers are being served to ensure service goals are met.