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Insightly Mission Statement

851 Words4 Pages

With over 1.5 million individual users and 25,000 customers, Insightly quickly became a big player in the CRM market since its 2009 founding. Originally headquartered in Perth, Australia, Insightly relocated to San Francisco in 2012 to be close the action, and the move paid off. Insightly's main product is CRM functionality which helps pipeline the sales process into simple steps. The company's mission statement emphasizes their goal of providing "a simple to use yet, powerful, Customer Relationship Management (CRM) system for small and midsized businesses, and enterprise teams.". Insightly's management structure is standard in the industry with the founders Anthony Smith and Sarah Eathorne assuming the CEO and Controller positions. After …show more content…

Being only eight years old, Insightly is still a startup in the very competitive CRM market and is still looking for investments to further develop their products. So far, they have had three rounds of investments, with the latest round providing them with 25 million dollars. The profitability of the company is not stated since they are privately owned, but their social media pages have stated that they are profitable. However, Insightly still relies on money raised from investors, and as of 2017 has raised over 40 million …show more content…

Additionally, they market the simple to use interface and lead routing capabilities as tools which help accelerate the sales process. Currently, Insightly supports Microsoft and Google data migration, as well as other small sources into their CRM. Other methods of data migration require manual entering of data into the CRM. To make themselves more competitive in the CRM market, Insightly is adding more integrations and features to their product. Most recently, they added project management tools through their partnership with Xero, a cloud-based accounting software company. Additionally, as of 2016, they have added workflow automation tasks as well as more integrations with Evernote and Dropbox. In the future, CEO Anthony Smith has stated that he would like to add mass email functionality as well as business card scanning/processing to his

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