# 1 eCommerce CRM

Unify Your eCommerce Business With the Leading CRM for eCommerce

Unite your marketing, sales, and customer facing teams around your customers with the best unified CRM for eCommerce

reach immigration logo wide
momentum consulting logo wide
hardman logo wide
coact logo wide

eCommerce companies unify their businesses around their customers with Insightly

Without a strong customer relationship management (CRM) tool, your business may miss opportunities to provide optimal service.

Why your eCommerce businesses needs a CRM

Gaining an accurate view of your customers is a challenge for all businesses. Whether through social media, advertisements, or email marketing, users land on your site through a variety of channels. While there, they can browse all sorts of items. Tracking their interests and journey is simple in isolation but it becomes a struggle when your online store receives hundreds of leads a day.

eCommerce companies need a way to track shopping behavior at scale. Many organizations rely on a disparate set of solutions to do so. This causes data to be scattered across multiple platforms and a disconnect emerges between your sales and marketing teams.

Without a unified system to connect your customer data, you cannot understand the individual journey to create the personalized buying experience that distinguishes your eCommerce business from the competition.

20220710 consulting

Empower your eCommerce business to deliver the best customer experiences

eCommerce businesses must understand customer preferences to surface relevant products and minimize friction during the buyer’s journey. A modern CRM is built to scale and grow with your business, and it’s easy to use.

201005 icon marketing2

Insightly Marketing

Marketing automation helps your eCommerce business attract site visitors, convert them to prospects, and run marketing campaigns at scale. Insightly Marketing includes an intuitive, simple journey builder, A/B and multivariate testing, beautiful, flexible email templates and enterprise-grade dashboards.

201005 icon sales2 1

Insightly CRM

A CRM helps eCommerce businesses streamline sales processes, improve profitability, and create long-term customer relationships. Track behavior to improve the customer experience, target upsell campaigns and personalize interactions. Insightly App Connect allows you to link your CRM with the top eCommerce solutions on the market like Shopify, Magento, Woo Commerce, Shopware and more. Insightly is easy to use and adopt, incredibly flexible and customizable, integrates easily, and provides quick time-to-value.

200909 icon service

Insightly Service

Offer great customer service with a ticketing application that includes a convenient customer portal, knowledge management and insights, SLA management and in-depth analytics.

“Our motto is this: If it’s not in the CRM, it didn’t happen. If you have an idea, explore it. Get the process on a white board and work with your Insightly team to see if it’s possible. Odds are, the answer is yes.”
COACT Jennifer Nietz headshot
Jennifer Nietz
Vice President, COACT

“With the click of a button, management can gain an in-depth pipeline summary, which is especially helpful for tracking progress toward our revenue goals.”
momentum interviewee ansela bw
Ansela Poonisammy
New Business Coordinator, Momentum

“We work with a lot of different people and companies,” Macrae said. “Insightly lets us link our records together, offering a 360-degree view of each relationship.”
Kirsty Macrae headshot
Kirsty Macrae
COO, Hardman & CO.

See why Insightly is the best CRM for ecommerce.

Explore a CRM that will unite your teams and drive growth in your eCommerce business.

Streamline business processes

Align your teams and processes around a single source of truth, get rid of silos and time-wasting activities, and close deals faster. Customize views and workflows based on your unique business needs and user preferences, securely connect all your tools, and create custom real-time data dashboards.

220928 Image4 Blade 220928 KANBAN

Accelerate Sales

  • Collaborate across the organization with centralized customer data
  • Grow your business faster with lead management and automated workflows
  • Drive greater ROI with tailored opportunity and pipeline management
220928 Image2 Blade e1665585224243 220928 Image3 Blade e1665585253180

Build Relationships

  • Understand complex organizational relationships with flexible record linking
  • Track frequency of interactions by linking emails, proposals and every interaction back to organizations and contacts
  • Increase sales velocity with a holistic view of what the customer wants and needs
220709 img dashboard small

Track key metrics

  • Create graphical data visualizations to reveal insights and monitor progress towards your goals
  • Share data across teams in easily digestible formats so your teams are all on the same page

Integrate with all the apps in your eCommerce business

Your business has apps for accounting, HR, communication, and more. Insightly AppConnect keeps everything integrated.

210503 appconnect integrations recipe docusign with call outs2b42 210503 appconnect integrations recipe docusign with call outs2b42

With AppConnect there’s no need to copy and paste data between apps, upload CSVs, or to write complex code—all of your apps are connected.

With just a couple of clicks your business data transfers between apps automatically making it a breeze to run repetitive business tasks.

Insightly can connect to hundreds of the apps you use every day like accounting systems, HR systems, Helpdesk and IT systems, databases, calendars, and collaboration and chat tools. There are more than 500 different app connectors in AppConnect ready to go today and new ones are added every week.

Build automated workflows with 1200+ integrated apps

210503 logo activecampaign3f35 210503 logo zendesk01c1
210503 logo domo1de6 210503
210503 logo adpf608 210503 logo trello4fea
210503 logo amazon88b7 210503 logo surveymonkey1c44
210503 logo anaplan2bd0 210503 logo slack6053
210503 logo ascent erp3b4b 210503 logo oracle7e6a
210503 210503 logo sapf51c
210503 logo bridgeaa0c 210503 logo sage0a7c
210503 logo centrify9185 210503 logo quickbooks35ab
210503 logo power bi36b5 210503 logo ciscoa5d4
210503 logo clovera9a6 210503 logo domo1de6
210503 logo comscore9438 210503 logo microsoftcc95
210503 logo constant contactb74e 210503 logo googlebd74
210503 logo datadog11e3 210503 logo facebooka896
210503 logo adobe1633 210503 logo drift1652
210503 logo oracle7e6a 210503 logo shopify7b21
210503 logo facebooka896 210503 logo datadog11e3
210503 logo googlebd74 210503 logo constant contactb74e
210503 logo microsoftcc95 210503 logo comscore9438
210503 logo drift1652 210503 logo clovera9a6
210503 logo ciscoa5d4 210503 logo power bi36b5
210503 logo quickbooks35ab 210503 logo centrify9185
210503 logo sage0a7c 210503 logo bridgeaa0c
210503 logo sapf51c 210503
210503 logo shopify7b21 210503 logo ascent erp3b4b
210503 logo slack6053 210503 logo anaplan2bd0
210503 logo surveymonkey1c44 210503 logo amazon88b7
210503 logo trello4fea 210503 logo adpf608
210503 210503 logo adobe1633

Privacy and compliance

We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.

190815 why marketing privacy 190815 why marketing privacy
  • Independently assessed for compliance to SOC 2 Type II
  • Single-sign-on via industry standard authentication protocols
  • Support for two-factor authentication
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance

Give your eCommerce business an edge