Insightly Marketing Videos & Tutorials

Insightly is the easiest customer relationship management solution (CRM) to use for managing deep customer relationships. Customers use Insightly’s tightly integrated CRM & project management features to close new business, track post sale customer interactions & drive repeat purchases.

Businesses use Insightly to manage contacts at every stage of the sales process, track relationships, monitor their sales pipeline, manage tasks to improve productivity, and more. With Insightly, all your critical sales and business info – leads, contacts, emails, events, projects, tasks, sales opportunities and business reports – are organized and available on your devices. And, when all your teammates have the most current customer info at their fingertips, your company sells more and satisfies customers better.

Insightly is recommended by PC Magazine, Entrepreneur Magazine, TrustRadius, G2 Crowd, & Others

Try Insightly for free. Simply visit to sign up.

YouTube Statistics

154 videos

10 years
Started 10/15/2012

12K/month - 10K/video

8K subs.

Tutorial: Pipelines


Welcome to Insightly!