Insightly
CRM software platform for marketing automation
- 101-200 employees
- B2B
- Marketing
- SaaS
- Automation
- Yerba Buena, San Francisco, CA
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Company mission
To help companies to foster long-term, deep relationships with customers to unlock faster growth and loyalty.
45% employee growth in 12 months
Our take
Maintaining a positive relationship with clients is essential for businesses, and CRM systems are a great way to ensure this goes smoothly. However, these systems require an administrator and a lot of resources, something small businesses can rarely afford.
Insightly provides an autonomous CRM system that wraps within mainstream e-mail clients to provide insights into maintaining positive relations with clients. The 'freemium' app is available for both desktop and mobile platforms and automates tasks such as calendar integration, tags, custom filtering, and workforce arrangement.
The key point that makes Insightly stand out from the crowd is its focus on providing automated CRM services to small and mid-sized businesses. This is made possible by the app being offered completely free for small teams, with the option for larger teams to pay monthly per user for more sophisticated and large-scale features.
Kirsty
Company Specialist at Welcome to the Jungle
Benefits
- Learning & development - We want you to continue honing your skills, so Insightly offers reimbursement for educational courses and professional conferences, as well as internal learning and advancement
- All-in on remote - Insightly’s workplace is 100% remote, but we’re never out of touch. Set up your home office with a $250 stipend, enjoy virtual events, wellness sessions, and more!
- Health & wellness - You’ll receive comprehensive medical, dental, and vision plans; life insurance; as well as a generous proportion of coverage for dependents
- Financial matters - Insightly offers a competitive salary, a generous equity package, a 401(k) savings plan, and FSA account
- Social consciousness - Diversity and inclusion is vital to Insightly’s culture. We offer volunteering options, match donations to civil rights charities, promote Women in Tech and Sales groups, and more
- Paid family leave - When your family grows, our family grows. Insightly offers paid maternal and paternal leave, so the only thing you have to stress about…is taking care of your new baby
- Work-life balance - We know that to perform at a high level you need ample time to recharge. Insightly offers a generous, flexible time-off policy in addition to paid company holidays
Funding (last 2 of 3 rounds)
Apr 2016
$25m
SERIES C
Sep 2013
$10m
SERIES B
Total funding: $38m
Leadership
Anthony Smith
(CEO)Worked as an IBM consultant and for Snowden as a Software Engineer prior to founding Insightly in February 2010.