The Insightly Blog

Explore CRM trends, best practices, and Insightly product news

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5 best CRMs for marketing agencies in 2026 (compared)

Which CRM is actually worth it for marketing agencies in 2026? We compare the

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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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Company News

Insightly CRM introduces conversational AI Copilot built to transform mid‑market CRM efficiency

Insightly has launched its CRM Copilot, a generative AI‑powered assistant developed to make working

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Marketing

How to choose the right project management tool

A quick guide on choosing project management tools for your marketing team.

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Business & tech

Cloud-based CRM software: 5 best cloud CRMs for 2026

Cloud-based CRM or on-prem CRM? Learn the difference.

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Best Practices

Top 5 best healthcare CRM software in 2026

Navigate regulations and processes with the best CRM for hospitals.

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Sales

CRM ROI: How to measure the ROI of your CRM in 2026

Here are 3 things to consider when measuring the ROI of CRM.

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Best Practices

CRM implementation costs: How much does a CRM cost?

Explore the hidden fees that can add up fast.

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Data & Reporting

How to organize customer information in your CRM (2026)

Here are a few CRM best practices for customer data management

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Best Practices

CRM objectives 101: How to define the purpose of your CRM

Examine impactful objectives for adopting a CRM.

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Marketing

How to use a lead scoring system to sell more, faster in 2026

Learn how to set up lead scoring for your business

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Sales

CRM requirements checklist: How to run a CRM needs assessment

Best practices & a checklist for a CRM assessment

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