Insightly CRM by Unbounce

Insightly CRM by Unbounce Insightly is the modern CRM teams love. www.insightly.com Its out-of-the-box capabilities let you tailor each user’s experience for every customer-facing role.

Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before. Insightly is easy to use, quick to set up, highly customizable, and offers fast time to value at a low total cost of ownership. Join more than 1.5 million users who are already building better customer relationships. In July 2024, Insightly was acquired by U

nbounce and is now part of Unbounce’s go-to-market solutions—empowering GTM teams to capture, convert, and cultivate customers even faster.

Outbound is only getting harder, so we went straight to the experts who are fixing it. ⬇️Six sales trainers and revenue ...
06/09/2026

Outbound is only getting harder, so we went straight to the experts who are fixing it. ⬇️

Six sales trainers and revenue leaders (including John Barrows, Nick Cegelski, and Jed Mahrle) contributed their battle-tested frameworks and tactics to Insightly’s outbound efficiency playbook.

It’s our most comprehensive outbound resource to date—built around the specific places outbound breaks down, from cold email and call prep to follow-up and building a repeatable outbound system inside your CRM.

Use the playbook to spot what’s holding your outbound back, then focus on the fixes most likely to make every touch count.

Emails opened, but no replies?
👉 Avoid the 5 common cold email mistakes

Buyers connecting, but not converting?
👉 Learn how to keep momentum when prospects engage

Deals dragging out?
👉 Get tips for compressing sales cycles with clear next steps

Whether you're overhauling your outbound motion or looking for quick wins, this playbook has exactly what you need to move the needle.

Get the playbook and start fixing your outbound: https://bit.ly/4eiXbW9

06/04/2026

AI can write an outbound email in half a second. But it can’t create sales-ready messaging if it’s pulling from messy CRM data, outdated contact records, and generic website copy.

That’s why John Barrows sees CRM hygiene as a prerequisite for using AI in sales. Before teams ask AI to draft better outreach, they need to clean up the inputs that it pulls from.

That means updating contact records, defining personas, organizing trigger events, and building sales-ready messaging that AI can use as a baseline.

When the CRM is clean and structured:
🎯 Reps can make better decisions
🎯 Leaders can coach better behavior
🎯 AI can generate more useful insights

Get the CRM system right first. Then reps can use AI to move faster, sharpen messaging, and create more relevant outreach.

Watch this week’s Closing Time episode to learn John’s 5-step Filling the Funnel framework for stronger outbound → https://bit.ly/4dh3pFb

If your pipeline reviews are spent verifying CRM data instead of coaching, you've already lost half the meeting.Without ...
05/26/2026

If your pipeline reviews are spent verifying CRM data instead of coaching, you've already lost half the meeting.

Without a structured process:
👉 reps decide what to update and when
👉 close dates slip without anyone flagging them
👉 stages reflect activity, not buyer progress

Clean CRM data isn't just an admin task—it's the difference between a forecast you can defend and one you're quietly hoping holds up.

That's exactly the problem Mark Kosoglow (CRO at Docebo) built his deal review process around. He uses a three-step process for every review:

Step 1: Verify the data

Before coaching, confirm with the rep that the data reflects reality. Correct forecast errors immediately in the CRM and reinforce the proper process in the moment.

Step 2: Assess forecast risk

There are two types of risk, evaluated separately:
→ Deal maturity (maps to sales stage)
→ Likelihood to win (maps to forecast category)

Step 3: Plan next steps

Next steps should be future-focused, not a recap of what’s already been done. Outcome > action. Every week, reps should take one proactive action to move the deal forward—even if it’s just one inch.

When data gets verified, pipeline reviews become the most important revenue conversation of the week because risk gets named and next steps have clear outcomes behind them.

Dive into the 30MPC pipeline review toolkit now and watch the masterclass from Mark Kosoglow: https://bit.ly/4mH0SbX

Managing emails is one of the biggest time sinks for your sales team.Few activities take the wind out of your sails (or ...
05/20/2026

Managing emails is one of the biggest time sinks for your sales team.

Few activities take the wind out of your sails (or your sales) like the minutes and hours spent digging for the last email thread or trying to remember what you said you’d take offline two calls ago.

So much of the day disappears before any real selling happens. And it only gets worse as more deals pile into the pipeline.

Here’s how to take some of that time back with Insightly CRM:
• Email sync: every email automatically syncs to the right contact, lead, or opp
• Email threading: every conversation is organized in one view
• AI email summaries: instantly catch up on any contact's full history
• AI reply suggestions: draft a professional, on-brand response in seconds

Less busywork. More selling.

👉 Ask your admin to turn on email sync in Insightly today, or start a free 14-day trial (no cc required).

What does it actually mean when a rep says a deal is “likely to close?”Ask three reps, and you'll get three different an...
05/14/2026

What does it actually mean when a rep says a deal is “likely to close?”

Ask three reps, and you'll get three different answers:
👉 One says the champion is bought in
👉 Another says they finally got a reply after getting ghosted for two weeks
👉 A third says procurement finally responded

Most forecast categories don't actually tell you how likely a deal is to close. "Upside" and "likely” labels are vague enough to mean whatever a rep wants them to mean.

Mark Kosoglow (CRO at Docebo) uses a four-category framework that forces clarity by anchoring each category to buyer behavior, not rep optimism:

🔴 Omitted—No meeting, unconfirmed deal
🔵 Pipeline—Qualified problem, no timeline
🟡 Best Case—Problem and timeline both confirmed
🟢 Commit—Near-certain close, minimal risk

A rep who says "this deal is best case" is telling you two things: the buyer has a real problem, and a timeline exists. They're also telling you the deal isn't a lock yet.

When every rep is working from the same definitions, pipeline reviews get sharper, and your forecast becomes something you can trust.

----

Dive into the 30MPC pipeline review toolkit now and watch the masterclass from Mark Kosoglow, CRO at Docebo, to learn his 3-step framework: https://bit.ly/4mH0SbX

05/12/2026

Stop asking buyers what keeps them up at night.

Today’s buyers expect reps to show up with context, not generic questions they can answer with a quick AI search.

In this episode of Closing Time, John Barrows explains why understanding personas (beyond job titles) is a pre-req to stronger outbound.

👉 A CIO in healthcare doesn’t have the same priorities as a CIO in manufacturing
👉 A CRO doesn’t care about the same problems as a VP of enablement

The more reps understand the buyer’s role, industry, region, and business priorities, the easier it is to speak their language, form a POV, and build credibility.

Defining personas is step two in John’s Filling the Funnel framework. Watch the full episode to learn all five of John’s steps for building a stronger outbound strategy → https://bit.ly/4dh3pFb

Your sales stages might be lying to you. 👀Most teams build seller-centric stages around what the rep has done—sent a pro...
05/07/2026

Your sales stages might be lying to you. 👀

Most teams build seller-centric stages around what the rep has done—sent a proposal, completed a demo, scheduled a follow-up.

The problem?

Activity doesn't tell you whether the buyer is ready to move forward. A completed demo with zero alignment on the problem isn't progress. It's noise.

30 Minutes to President's Club recommends five buyer-centric stages based on the agreements a buyer has to reach—not the tasks a rep has checked off:

1️⃣ Problem Agreement: Do they have a problem you can solve?
2️⃣ Priority Agreement: Is it big enough to act on?
3️⃣ Evaluation Agreement: Have they agreed on how they'll buy?
4️⃣ Value Agreement: Do they agree on the value of the solution?
5️⃣ Commercial Agreement: Are they aligned on pricing and process?

When stages are centered around the buyer, you stop forecasting based on rep confidence and start forecasting based on buyer proof.

That's the foundation of an effective deal review.

---

Download the 30MPC pipeline review toolkit now to access the downloadable playbook and on-demand masterclass with Mark Kosoglow: https://bit.ly/4mH0SbX

How would you rate your deal reviews on a scale of painful to productive? 👀When you start running through your list of d...
05/01/2026

How would you rate your deal reviews on a scale of painful to productive? 👀

When you start running through your list of deals, and a rep chimes in with things like “the buyer is on vacation” or “procurement is delaying the deal,” it’s easy to get bogged down by random updates or end up in a vent session about things you can’t control.

The best deal reviews shift the conversation toward what the rep can do next to de-risk the deal and uncover what’s actually blocking progress.

If a rep plans to “book a demo” without knowing their objective with the buyer, that’s not a next step—it’s just another activity.

Deal reviews start to lose value when:
❌ there’s no time for coaching
❌ you’re not confident in your reps’ next steps
❌ you still don’t trust your forecast after the meeting

According to the experts at 30 Minutes to President’s Club, these two fundamentals make deal reviews far more effective:
✅ Buyer-centric sales stages
✅ A clearly defined forecast methodology

Build both, and your pipeline reviews evolve from status updates to the most important meetings of your week.

Dive into the 30MPC pipeline review toolkit now and watch the masterclass from Mark Kosoglow, CRO at Docebo, to see his exact process: https://bit.ly/4mH0SbX

Your inbox knows things your CRM doesn't—and that gap is costing you.When conversations live in individual inboxes rathe...
04/29/2026

Your inbox knows things your CRM doesn't—and that gap is costing you.

When conversations live in individual inboxes rather than in the CRM where your team works, follow-ups get missed and context gets lost.

Insightly's email sync automatically logs conversations from Outlook or Gmail to the right records in the CRM, so your team gets a complete, organized view of every relationship.

👉 Threaded conversations: One clean thread for every customer exchange
👉 Zero manual logging: Emails automatically sync to the right records

Less admin. More selling.

Activate email sync in Insightly today → https://bit.ly/4t2gCYw

High-performing teams need a CRM that can keep up, drive results, and grow with them. 🚀 This spring, we’re proud to be n...
04/16/2026

High-performing teams need a CRM that can keep up, drive results, and grow with them. 🚀

This spring, we’re proud to be named a G2 High Performer in the U.S. and Canada, all thanks to our customers.

Your reviews help shape our product, guide our roadmap, and push us to keep getting better.

👉 See why teams across North America trust Insightly: https://www.insightly.com/customer-quotes/

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