Insightly gives you everything you need to build a complete view of your customers across the entire buying experience, and deliver exactly what they want—from the first ‘hello’ to delivery and beyond.

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Compatibility

  • down-arrow Citrix Secure Private Access
    Citrix Secure Private Access
  • down-arrow Citrix Gateway
    12.1, Citrix Gateway service, 13.0

Product Details

Insightly gives you everything you need to build a complete view of your customers across the entire buying experience, and deliver exactly what they want—from the first ‘hello’ to delivery and beyond.

You can reach your customers at the right time with the right message to build personalized brand experiences, stand out from your competitors, and sell smarter. Increase your teams’ productivity by automating and orchestrating workflow tasks, sending emails, updating records, executing custom code, firing webhooks, and much more.

Connect a myriad of data points to create a high-definition picture of your customers, gain visibility into the complex web of relationships, and use all that knowledge to better serve your customers and build lasting relationships.

Features

  • Model, capture, and manage any dataset
  • Build and deploy custom apps in minutes
  • Design dashboards and track important metrics
  • Work from anywhere
  • Integrate with the tools you use
  • Keep everything safe and secure
  • Lead routing
  • Workflow automation
  • Send, track, and save emails

Screenshots

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