Lead Management System
Capture, track, and nurture leads through integrated workflows and automated follow-ups.
Insightly by Unbounce
Category: CRM
Company: Unbounce Inc.
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Insightly by Unbounce is a customer relationship management platform designed for B2B small and medium-sized businesses. It offers sales force automation and contact management features to streamline outreach and track customer interactions. Key capabilities include customizable pipelines and integrated project management tools.
Target Market: B2B
Industries: Technology & Software, Professional Services, Energy & Utilities, Financial Services & Banking, Healthcare & Life Sciences, Manufacturing, Retail & E-commerce, Other
Key Features
AI-generated feature reference from web research · Generated 2025-12-06; citations identify available source support and do not independently verify every claim.
Customizable Pipelines
Create and modify sales pipelines to reflect unique business processes and sales stages.
Email Integration
Sync emails with the platform to manage communications directly within lead profiles.
Task Automation
Automate routine tasks and reminders to enhance team productivity and workflow efficiency.
Reporting and Analytics
Generate detailed reports on sales performance, lead conversion rates, and team activities.
Mobile Access
Access lead and project information on-the-go with a fully functional mobile app.
API Access
Utilize RESTful APIs for seamless integration with third-party applications and services.
Collaboration Tools
Facilitate team collaboration through shared notes, comments, and project management features.
Website: https://www.insightly.com
Frequently asked questions
What is Insightly by Unbounce?
Insightly by Unbounce is a customer relationship management platform designed for B2B small and medium-sized businesses. It offers sales force automation and contact management features to streamline outreach and track customer interactions. Key capabilities include customizab...
Who is Insightly by Unbounce for?
Insightly by Unbounce primarily serves B2B organizations across Technology & Software, Professional Services, Energy & Utilities and Financial Services & Banking.
Who makes Insightly by Unbounce?
Insightly by Unbounce is owned and operated by Unbounce Inc.. See the company profile for leadership, milestones, and acquisitions.
How is Insightly by Unbounce evaluated?
Insightly by Unbounce is assessed across four dimensions — Innovation Index (30%), Organizational Strength (20%), Customer Mix (20%), and Vision Index (30%) — using documented evidence that is refreshed monthly. See the methodology page for the full scoring rules.
What are alternatives to Insightly by Unbounce?
The alternatives page lists sibling platforms in the CRM category alongside Insightly by Unbounce, each with a full profile and side-by-side capability comparison so you can weigh the trade-offs for your use case.