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

AI won't run your pipeline review for you. But it can get your CRM ready before the meeting starts.Fixing close dates. F...
09/03/2026

AI won't run your pipeline review for you. But it can get your CRM ready before the meeting starts.

Fixing close dates. Flagging deals with no next step. Cleaning up notes. That’s the kind of pipeline prep AI can take off your plate.

Insightly’s AI Copilot is built right into the CRM. Spend five minutes asking it before your next review:

💡 "What open opportunities are missing close dates and next steps?"
💡 "Which deals over $10k are at risk of slipping this quarter?"
💡 "What tasks are overdue?"

Now every meeting starts with clean data instead of wasting ten minutes on cleanup.

Pipeline review prep shouldn't cost you hours of manual CRM updates every week.

Download the playbook from 30 Minutes to President's Club for their 3-step framework for repeatable pipeline reviews: https://bit.ly/44OlEOW

08/25/2026

A sales call ends. How much time are you spending on proposals and follow-up after it?

For Ishan Manchanda, co-founder of GrowthSpree, it used to mean a full day spent reviewing call notes and drafting a detailed proposal.

Now, with custom skills and an MCP connector, Claude builds a solid first draft in minutes. Ishan reviews and sends the proposal to the client within the hour.

In this episode of Closing Time, Val Riley sits down with Ishan to see how his agency is using AI, the workflows that are saving his team time, and where he still leans on human judgment.

Watch the full episode to see inside an AI-native agency → https://bit.ly/4wP4v2K

Your reps shouldn't be surprised by a meeting that happens every single week.Deal review meetings should be predictable....
08/21/2026

Your reps shouldn't be surprised by a meeting that happens every single week.

Deal review meetings should be predictable. Instead, you’re left digging for data you can trust, reps leave without clear next steps, and pipeline risk stays hidden.

When reps can't predict the meeting, they can't prepare for it.

Structure fixes that.

A repeatable process helps you:
👉 Move faster: easily review 20-30 deals in just 30 minutes
👉 Stay consistent: reinforce your sales process and forecast methodology
👉 Drive action: send reps off with a clear to-do list that helps them win

30MPC has this process on lock. The Pipeline Review Toolkit includes an on-demand masterclass with Mark Kosoglow, CRO at Docebo, and a step-by-step playbook.

Get the toolkit: https://bit.ly/4mH0SbX

If outbound feels like a fresh scramble every time you sit down to prospect, the problem probably isn’t your effort. It’...
08/12/2026

If outbound feels like a fresh scramble every time you sit down to prospect, the problem probably isn’t your effort. It’s your system.

High-performing outbound doesn’t start from a blank page every morning.

It starts with the work you’ve already done:
👉 Your ICP
👉 Your personas
👉 Your messaging
👉 Your trigger events
👉 Your best customer patterns

The key is making that work repeatable.

Sales leader John Barrows recommends building your “Filling the Funnel” framework directly into your CRM, so your team has one place to document, refine, and use what’s actually working.

Start simple: Look at your top 10 to 20 customers and reverse-engineer what they have in common.

Ask:
➡️ What stage of growth were they in?
➡️ Which department did we sell into?
➡️ What problem created urgency?
➡️ What message got the conversation started?

Then use those answers to build your next targeted campaign.
That’s how outbound becomes less reactive and more scalable.

We break this down, along with other practical plays for more efficient prospecting, in the 2026 outbound prospecting playbook.

Get the playbook: https://bit.ly/4eiXbW9

Teams are lean. Budgets are tighter. Running separate tools for sales and delivery adds cost and friction you don't have...
08/07/2026

Teams are lean. Budgets are tighter.

Running separate tools for sales and delivery adds cost and friction you don't have room for.

When project management is built into your CRM instead of bolted on, closed deals become trackable projects instantly, and client details carry over automatically.

No second tool. No data re-entry.

See how Insightly stacks up against Monday CRM on sales-to-delivery workflow, customization, and total cost of ownership in SelectHub's independent comparison: https://youtu.be/_bwlFZSRiiU?si=0nCdEzHiqRJwcXXH

A prospect opens your email. Replies with interest. Accepts your LinkedIn request.That’s not random activity. That’s a b...
07/29/2026

A prospect opens your email. Replies with interest. Accepts your LinkedIn request.

That’s not random activity. That’s a buying signal.

But if that signal doesn’t quickly turn into a booked meeting, momentum starts slipping.

Too often, outbound teams create friction at the exact moment they should be making the next step easier.

They send a booking link and ask, “What works next week?” Then wait. By then, the buyer’s attention has already moved on.

The better move: make the next step immediate.

When someone accepts your LinkedIn request, call while the conversation is fresh. When a prospect replies with interest, skip the scheduling link and offer two specific times instead.

For example: “I can make 3:00 PM ET today work, or does 10:00 AM tomorrow suit you?”

Even if they can’t meet that quickly, you’ve done three things:
⚡ Kept momentum alive
📅 Made scheduling easier
🤝 Shown you’re easy to work with

That’s one of the outbound plays inside the 2026 outbound efficiency playbook.

📕 Grab the guide to learn how to keep momentum high, reduce friction, and book more meetings: https://bit.ly/4eiXbW9

07/21/2026

Your buyers have already made up their mind about you before they ever visit your site.

That's not an exaggeration—it's the new reality of the buyer journey.

Reddit threads, YouTube reviews, Discord conversations: these are where pains are discussed, opinions form, and products are evaluated.

Talia Wolf, CEO of GetUplift, argues that optimizing your owned pages is necessary, but no longer sufficient. If you're not part of the conversations happening off your site, someone else is shaping it for you.

Tune in to this week's episode of Closing Time for Talia's 3-step emotional targeting framework that optimizes for real customer pains, not guesswork → https://bit.ly/3TeMrB6

07/16/2026

Most pipeline reviews are a waste of time.

Reps show up with half-baked notes. Managers dig for basics. Nobody leaves with forecast confidence.

The way you run pipeline reviews is only as good as the system behind them.

The experts at 30 Minutes to President’s Club have this down to a science: buyer-centric sales processes, a forecast methodology that spots risk early, and the 3-step pipeline review framework.

We partnered with 30MPC and packaged it into one toolkit with a:
👉Downloadable 3-step playbook
👉60-minute masterclass recording

Inside: specific coaching questions from CRO Mark Kosoglow, practical CRM setup tips, and a repeatable system for cleaner data and stronger forecasting.

Turn pipeline reviews into the most important revenue meeting of the week.

Get access to the toolkit: https://bit.ly/3OPNjKF

Why do your cold calls feel like you are starting from scratch every single time?Because your prospect list is too broad...
07/14/2026

Why do your cold calls feel like you are starting from scratch every single time?

Because your prospect list is too broad.

If you are calling into five different industries and targeting three different job titles in the same afternoon, every single outreach is going to feel generic. The wider your list is, the harder it becomes to make your message compelling.

When you get a prospect on the phone, you only have seconds to earn the next minute. You can't do that if you are improvising.

👉 The fix is focus: Stop calling everyone and focus on one specific segment.

Sales expert John Barrows points out that a "power hour" of prospecting only works when you are calling into a specific segment with a relevant message.

Narrow your list to 20–50 accounts that share an exact same profile. Think "VPs of Sales at SaaS companies under $50M," rather than just "VPs of Sales."

When you do this, you can batch your research and refine one core talk track. You get the impact of deep personalization, and you get sharper with every single dial.

Stop improvising and start converting. Get the playbook and start converting more of your cold calls today: https://bit.ly/4eiXbW9

Most CRMs are built around the sale. Consulting firms are built around what happens after it.When project management is ...
07/09/2026

Most CRMs are built around the sale. Consulting firms are built around what happens after it.

When project management is built into your CRM instead of bolted on, sales context and client details transfer directly into the project. No second tool to manage and no data re-entry required.

Are you managing sales and delivery in separate tools?

The software analysts at SelectHub broke down what consulting firms should look for in a CRM in 2026, and why Insightly is built for the way consulting teams sell, deliver, and grow.

Watch the full breakdown: https://www.youtube.com/watch?v=76rFIADP_Vc

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