Optimize Your Insightly Experience
Learn more about the Premier Support and Success plan from Insightly’s Luke Via, Vice President of Customer Success.
Watch the video 
Personalized Support
Get the most from Insightly as your business grows
Expert Guidance
Improve business performance with proactive insights
Technical Solutions
Resolve challenges with unmatched expertise from your Insightly team
"*" indicates required fields
Premier Support and Success
Insightly’s Premier Support and Success Plan delivers the personalized support you need to take your business to the next level. Get access to individualized online training sessions and one-on-one technical guidance to help you make the most of your Insightly subscription and achieve your goals.
Basic support is included with every Insightly license. Get access to Insightly’s on-demand training, online knowledge resources, webinars, and in-product guides.
Insightly Support. We’ve got you covered.
Zeke Silva, VP of Insightly Support and Services, speaks to the way the Insightly team delivers value through the Premier Support and Success program.
Watch the video Basic Support
Included with licensePremier Support and Success
20% of Insightly investment; min. $3000 annuallyCustomer Support
Email support
Quickly and easily reach Insightly with convenient email support
Phone support
Talk live to an Insightly team member who is trained to help guide you through technical challenges
Online knowledge base
Insightly’s articles, guides, and tutorials are designed to help you with common challenges so you can learn more, faster
Customer webinars and videos
Get insider tips and tricks from recorded videos, live webinars and demos
Enhanced technical support
Receive faster response times and more personalized support
Integration support
Access resources and documentation to help you integrate Insightly with your existing systems
API support
Access comprehensive documentation and resources designed to help your technical teams work with Insightly’s API
Developer support
Get dedicated support from Insightly’s expert development team to help you with more complex and custom technical requirements
Customer Success
System design and architectural guidance
Our expert guidance will ensure your system is scalable and future-proof
Staff training
Training programs designed to bridge knowledge gaps, help your teams move with efficiency, and help you reach your goals
Expert coaching sessions
One-on-one, personalized training designed to help you achieve more with Insightly
Long-term adoption programs
Maximize your team’s adoption and usage of Insightly with ongoing partnership from Insightly’s customer success team
Customer success resources
Maximize your success in partnership with Insightly’s consultative experts
Technical account management resources
Tackle your most complex technical challenges with hands-on support from Insightly experts
Business value reviews
Maximize your Insightly investment with ongoing business reviews designed around your unique needs
Frequently Asked Questions
What is the Premier Support and Success Plan?
The Premier Support and Success Plan aligns customers with an account service team to provide resources designed to optimize platform usage, drive continued user adoption, and align technical support. Customers work with Insightly experts in customer success and technical account management to focus on and achieve their strategic goals.
Do customers need to purchase both onboarding and Premier Support and Success?
We recommend that customers purchase both onboarding and Premier Support and Success. Why? Because, no matter the industry, up to 50-70% of all CRM implementations fail because of lack of alignment, adoption, and communication. Conversely, companies that are aligned and and driving great customer experiences drive 2.5x more revenue than companies that are slow to align, share data, and communicate. Guided Onboarding is required for customers who are subscribed to Premier Support and Success. This ensures that accounts with a dedicated CSM have been properly onboarded to Insightly and are positioned correctly to work on goal attainment, account optimization, and user adoption.
What is Guided Onboarding?
Guided Onboarding is designed to help customers implement the applications they purchase and maximize the value of their investment in Insightly. When customers include Guided Onboarding with their subscription, upon signing up they are introduced to their Onboarding Specialist (OS). Onboarding Specialists work alongside customers for the initial period of their subscription to help them complete the initial configuration of core functionality on the platform, such as creating custom fields, customizing layouts, building workflows and migrating data. The Guided Onboarding Plan includes implementation guidance and support for Insightly CRM, Insightly Marketing, and Insightly Service. The Guided Onboarding Plan is a one-time cost of $1,500 applied when a product is or multiple products are purchased.