Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate sales, and deliver projects on time every time.

So what is a lead? Per the Insightly Glossary, leads are people – your prospects. They can be potential customers, clients, or donors. Leads have not yet been identified or qualified as a potential sales opportunity.

Insightly gives you everything you need to build a complete view of your customers across the entire buying experience, and deliver exactly what they want—from the first “hello” to delivery and beyond.

View your whole CRM within Outlook. Save emails to Insightly with (or without!) links and attachments. Apply Insightly email templates, scheduling, and Outlook email tracker (Yes, seriously.)

With more than 1.5 million users and over 25,000 companies worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users.

Lead conversion occurs when one person (usually in Marketing or Sales) ‘converts’ an existing Lead into an Account, Contact, and Opportunity. Often, this is when the person passes a threshold lead score or grade. The Sales team pick up the opportunity and drive it through the sales process.

Lead disposition—the rules that govern how sales moves a sales qualified lead (SQL) to an opportunity, disqualifies it as inappropriate, or returns it to marketing for further nurture—is a critical process in optimizing both inbound and outbound demand generation in companies of all sizes.

Convert your visitors into email subscribers with Insightly for Mailchimp. With Insightly’s Mailchimp Integration, effortlessly send email marketing campaigns to generate demand or connect with your customers.

How to connect Insightly + Microsoft Office 365. Zapier lets you send info between Insightly and Microsoft Office 365 automatically—no code required.

A CRM strategy is a company-wide plan for your business to grow revenues and profit, reduce costs and enhance customer relationships (putting them first). Many choose to do this with the help of CRM technology in addition to other marketing strategies and customer support models.