The Insightly Blog

Explore CRM trends, best practices, and Insightly product news

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5 best CRMs for SaaS startups & software companies (2025)

See why SaaS businesses choose Insightly.

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The state of CRM: Choosing the right CRM to align teams

How go-to-market teams create a better customer experience with CRM.

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What is a Modern CRM?

Does your CRM pass the modern CRM test?

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Customer

3 reasons your legacy CRM is slowing down growth

Get tips on how to use CRM technology to course correct & accelerate growth

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Sales

4 questions to ask when evaluating CRMs for a midsize business

Asking the right questions will help you to find the right CRM for your

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Sales

Tips for digital transformation in B2B sales

Prepare for a successful transition from analog to digital sales processes

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Sales

4 common CRM assumptions & how to tackle them

Learn how to use data & real-world evidence to make objective CRM decisions

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Sales

Traditional vs. predictive lead scoring

Which one should you use in your business?

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Sales

Switching CRMs vs. staying put

Learn how to use data to make the right CRM decision

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Best Practices

5 trends impacting customer engagement

Tips to adapt your customer engagement strategy to current trends

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Product News

Why companies switch to Insightly CRM

Based on a recent customer survey

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Sales

Restarting the customer journey

Insightly CMO Tony Kavanagh on how to reset your customer journey

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Marketing

7 lead scoring best practices to improve your conversion rate

Learn how to improve sales outreach & boost conversion rates with lead scoring

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Business & tech

How to approach digital transformation in the new normal

Insightly CEO Anthony Smith on digital transformation in 3 key business areas

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Business & tech

What is workflow automation in CRM?

Learn the basics & benefits of workflow automation

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