The Insightly Blog

Explore CRM trends, best practices, and Insightly product news

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10 best CRMs for consultants in 2026 (for any size)

Not all CRMs work for consulting. Here are the 10 best in 2026, ranked

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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.

FEATURED

What is a Modern CRM?

Does your CRM pass the modern CRM test?

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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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Business & tech

8 best Monday CRM alternatives for growing SMBs in 2026

See how Monday CRM stacks up to other CRMs.

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Business & tech

The 8 best Salesforce alternatives (reviews, pricing & more)

Looking for a CRM? Get the details on Salesforce here!

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Business & tech

8 best HubSpot alternatives to switch to in 2026

See how HubSpot CRM stacks up to other CRMs.

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Business & tech

Top 8 best Nutshell alternatives for SMBs in 2026

See how Nutshell compares to other CRMs.

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Business & tech

Top 8 best Pipedrive alternatives in 2026 (compared)

See the features of Pipedrive and how they stack up.

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Best Practices

How to choose a CRM: A simple 9-step process

Learn what to look for in a CRM system.

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Sales

The 4 types of CRM software (and how to choose the right one)

What are The 4 Types of Legacy CRMs and How Modern CRMs are Better

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Best Practices

CRM onboarding: Set your team up for success (in 5 steps)

Get the framework for a quick CRM onboarding process.

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