List of Insightly Marketing Automation Customers
San Francisco, 94107, CA,
United States
Since 2010, our global team of researchers has been studying Insightly Marketing Automation customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Insightly Marketing Automation for Marketing Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Insightly Marketing Automation for Marketing Automation include: Sullivan & Stanley, a United Kingdom based Professional Services organisation with 44 employees and revenues of $32.0 million, Sport Court, a United States based Manufacturing organisation with 150 employees and revenues of $10.0 million, Sigma Equipment, a United States based Distribution organisation with 12 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Insightly Marketing Automation, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Insightly Marketing Automation customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Sigma Equipment | Distribution | 12 | $2M | United States | Insightly | Insightly Marketing Automation | Marketing Automation | 2022 | n/a |
In 2022, Sigma Equipment implemented Insightly Marketing Automation to centralize lead generation and segmentation across its packaging and processing business in the United States. Insightly Marketing Automation is deployed alongside Insightly CRM to create a connected Marketing Automation and CRM environment that supports marketing and sales alignment.
The implementation emphasized campaign automation, segmented audience lists, lead capture and nurture workflows, and automated lead routing to sales, using Insightly Marketing Automation capabilities to structure multi-step campaigns and engagement tracking. Configuration work focused on reusable templates, behavior-based segmentation, and campaign-to-pipeline triggers to accelerate conversion of inquiries into qualified leads.
Integration between Insightly Marketing Automation and Insightly CRM synchronized contact, lead and opportunity records to align project and opportunity workflows across packaging and processing projects. Operational coverage included marketing and sales teams supporting US operations, with campaign responses and engagement signals feeding opportunity records in the CRM to maintain a single source of truth for customer interactions.
Governance centered on coordinated workflows and handoff rules between marketing and sales, with shared lead status definitions and opportunity stage alignment to reduce communication friction and clarify ownership. The company shared in an Insightly manufacturing webinar that combining the two products formalized cross-team processes and improved internal coordination.
Sigma Equipment reported in the webinar that integrating Insightly CRM with Insightly Marketing Automation produced faster lead-to-opportunity handling, improved cross-team communication, and measurable revenue and efficiency gains, presenting those outcomes as validation of the integrated Marketing Automation and CRM approach.
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Sport Court | Manufacturing | 150 | $10M | United States | Insightly | Insightly Marketing Automation | Marketing Automation | 2023 | n/a |
In 2023, Sport Court implemented Insightly Marketing Automation, deploying the Insightly Marketing Automation application together with Insightly CRM to support CRM and marketing workflows for its U.S. manufacturing operations. The deployment targeted customer lifecycle orchestration to drive repeat purchases and upsell opportunities, aligning the Marketing Automation category capabilities with sales and service touchpoints.
The implementation configured automated email drips and purchase-based customer segmentation to operationalize targeted nurture flows and maintain top-of-mind engagement for dealers and end customers. Insightly Marketing Automation was integrated with QuickBooks and PandaDoc, creating streamlined data and document workflows between order, invoicing, and contract generation as described in the vendor case study. Operational ownership sat with sales and marketing teams, with centralized campaign orchestration within the Insightly environment to ensure consistent messaging and data hygiene.
Governance focused on standardized segmentation rules and automated drip schedules to convert purchase signals into repeat and upsell campaigns, while CRM records were used as the single source for campaign triggers. According to the vendor case study, the combined Insightly CRM and Insightly Marketing deployment supported reported 242% revenue growth and streamlined integrations with QuickBooks and PandaDoc, outcomes cited by the vendor as evidence of the implementation impact.
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Sullivan & Stanley | Professional Services | 44 | $32M | United Kingdom | Insightly | Insightly Marketing Automation | Marketing Automation | 2023 | n/a |
In 2023 Sullivan & Stanley implemented Insightly Marketing Automation alongside Insightly CRM to consolidate sales and marketing systems and improve campaign to pipeline traceability. The deployment emphasized Marketing Automation capabilities to centralize campaign orchestration and give marketing direct visibility into pipeline stages.
Insightly Marketing Automation was configured to support campaign management, email automation, contact segmentation and lead nurturing, while Insightly CRM provided unified contact records, opportunity management and pipeline tracking. Configurations focused on shared data models and synchronized contact and activity histories so both functions operate from a single source of truth.
The rollout targeted the firm’s UK operations and prioritized sales and marketing teams, simplifying cross-team access to campaign metrics and pipeline data. Operational coverage created shared views for account engagement and enabled coordinated campaign sequencing aligned with opportunity status.
Governance changes introduced centralized data ownership, revised lead handoff workflows and consolidated reporting to align demand generation with pipeline management. According to Insightly customer content the combined marketing and CRM implementation is credited by Sullivan & Stanley with helping them scale revenue and improve operational clarity.
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