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Split and divide lists in just a few clicks for A/B testing, targeted campaigns, etc.Use static lists for imported or purchased data or one-off campaigns.As the name suggests, static lists don’t change unless you change them.Create as many lists as you want for target marketing.When you change any value for any Prospect, all the lists with that Prospect get instantly updated to match the changes.Segment audiences by any combination of fields and their values across millions of records in real time.Since Insightly CRM and Marketing share the same database, you don’t need to sync data - all data is updated instantly in real time.Īudience segmentation: create dynamic & static lists for targeted campaigns.Easily bring across custom fields from CRM into Marketing to start segmenting customers and send targeted campaigns right away.
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Keep all your marketing Prospect data up-to-date with CRM Leads and Contacts, in real time.Bring all Leads and Contacts from your CRM into Insightly Marketing in just one click.Up to 50 Marketing user licenses available on all Insightly Marketing plansĬRM Connector: fully integrate your sales & marketing.Ability to assign Insightly Marketing and CRM licenses to individual users through the Admin pages.Consistent user interface design throughout the platform.A top navigation menu to easily switch between the apps.A single sign-on to access both CRM and marketing apps.Complete integration between CRM and marketing.Unified platform for CRM, marketing, & projects Get the summary of Insightly Marketing features below. We are excited about the instant and growing demand for Insightly Marketing after the initial, quiet launch and the press coverage in leading industry publications. Today Insightly CEO Anthony Smith introduced Insightly Marketing in more detail to our customers worldwide during the Q3 2019 Product Release Webinar. Lessons from the creation journey & becoming our own first customer (part 1). MARKETING Insightly Marketing: From idea to product launch