Akita provides a Customer Success solution that works with Insightly

Insightly In Brief
Founded 2009
Founder(s) Anthony Smith
Headquarters San Francisco, California, USA
Price From $0 USD
Website Visit 
Company Profile

Insightly

Insightly is a web-based Project Management and Customer Relationship Management (CRM) solution for small to medium businesses (SMBs).

Insightly was founded in 2009 by Anthony Smith, CEO. The company headquarters are located in San Francisco, California, USA.

CRM product features:

  • Calendaring and events
  • Automatic address book
  • Insightly notes, Evernotes, and comments
  • Search
  • Custom fields and filters
  • File sharing
  • Web to contact
  • Tags, notification, and following
  • Linking (direct relationships between contacts, organizations, opportunities, projects)
  • Email contacts with MailChimp integration

Project Management product features:

  • Milestones, pipelines and tasks for projects creation
  • Automatic email reminders
  • Roles for contacts specification
  • Email correspondence tracking
  • Completed tasks and events by project viewing
  • Project files inclusion
  • Task and event reports viewing

Insightly integrates with other applications such as Google Apps, Office 365, MailChimp, Dropbox and social media websites. Insightly also provides mobile applications for the iOS and Android operating systems.

Pricing:

  • Gratis for free for 3 users with 2,500 records, 200 MB Storage, 40 custom fields
  • Standard for $7 per user per month for 100,000 records, unlimited storage and 100 custom fields
  • Enterprise, price is available on request from Insightly, for unlimited records, unlimited storage and 100 custom fields.

Insightly also offers a free 14 day trial of their products.

Data Retrieved

Information We Request

When you connect Insightly with Akita, we automatically collect information on the following:

Organization Every 2 hours
Person Every 2 hours
User Every 2 hours
Deal Every 2 hours
Project Every 2 hours
Connection Instructions

How to Connect Insightly and Akita

  • Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.

  • Click the Connect Provider button.

Connect Provider

  • Select Insightly from the list of available integrations.

Insightly

  • Fill in the form to complete the connection. For this, you will need your API Key and Web Address from your Insightly account.
API Key
Required
https:// Web Address .insight.ly
Required

Submit
  • That's it – all done!
Integration Results

Your Insightly Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Insightly data.
  • This data will appear alongside all your other customer interactions for a 360° view.
Accounts
1762
NPS
-10
MRR
$689,420
  • Segment your accounts based on data from your Insightly account, and from your other business tools.
Renewal Insightly Within Within 30 Days 30 Days AND +
MRR Chargebee More Than > $1000 1K AND +
Ticket Zendesk Status Status Open Open

128 Accounts Matched. Save as Segment

  • Define lifecycle stages and make sure customers stay on track.

Onboarding


134 ACCOUNTS
$72,900 MRR

CSM Insight Score
62
Targets 216 / 392 Achieved
Tasks 382 / 588 Achieved
  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
Get the Ball Rolling

First Steps

We'd love to show you Akita in more detail and answer any questions you have about integrating Insightly with our Customer Success platform.

Fill in the form below to schedule a demo and get started with your Customer Success efforts.

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Have questions about how Akita Integrates with Insightly?

We'd love to hear them! Just email us at hello@akitaapp.com.