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features
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Description

Marketing automation is now accessible and straightforward, eliminating the need for costly integrations. It offers stunning email templates alongside an intuitive journey builder and robust dashboards that cater to enterprise needs—all within a single cohesive platform. With Insightly Marketing, businesses can attract and engage their target audience more effectively, fostering accelerated growth thanks to its seamless integration with Insightly CRM. This integration ensures that customer data flows seamlessly throughout every stage of the customer journey, minimizing the risk of loss or damage. Marketing and sales teams can now work together with a shared understanding of their ideal customer, enhancing collaboration and alignment. You can create visual representations of any customer journey, whether it’s a simple mass email or a complex nurturing campaign. By incorporating logical next-best-action steps, you can provide your customers with valuable learning experiences about your business, guiding them from initial contact to becoming advocates. Furthermore, with advanced reporting and dashboards tailored for enterprise needs, you can significantly enhance the effectiveness of your campaigns, leading to better insights and decision-making. This integrated approach not only streamlines processes but also maximizes the impact of your marketing efforts.

Description

Initiate automated follow-ups to cultivate leads and enhance the quality of hand-offs to your sales team, aiming for a 25% boost in conversions. Streamline the "channel selection" process to effortlessly guide customers through their preferred communication methods, whether that be via text, email, social media, or chat. Utilize our churn indicators to proactively tackle engagement issues and keep your customers invested in your offerings. It's essential to nurture and attract your customers to continue their journey with you. In a landscape filled with robust communication platforms, many companies still rely on single-channel tactics. The transition to a more integrated system can be daunting, primarily due to constraints in time and resources, highlighting a significant area for improvement. Addressing these challenges can lead to more effective customer engagement strategies.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Chat Metrics
Google Calendar
Google Contacts
Google Docs
Insightly
Jotform
Kixie PowerCall & SMS
Microsoft 365
QuickBooks Online
Zoom
Zoom Webinars

Integrations

Chat Metrics
Google Calendar
Google Contacts
Google Docs
Insightly
Jotform
Kixie PowerCall & SMS
Microsoft 365
QuickBooks Online
Zoom
Zoom Webinars

Pricing Details

$299 per user per month
Free Trial
Free Version

Pricing Details

$99 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Insightly

Founded

2010

Country

United States

Website

www.insightly.com/why-insightly-marketing/

Vendor Details

Company Name

TapToBook

Country

United States

Website

taptobook.com

Product Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Product Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Alternatives

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