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
POPULAR
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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Business & tech
HubSpot vs Pipedrive CRM: Head-to-Head Comparison
Customer relationship management (CRM) software is designed to help businesses boost sales efficiency, improve
Best Practices
CRM Templates: What They Can (and Can’t) Do for Your Business
In today’s digital world, customer data isn’t just important—it’s the backbone of every successful
Data & Reporting
7 Types of Marketing Automation Data—and How to Use It
Get the most out of this valuable asset.
Data & Reporting
15 Essential Metrics for Marketing Automation Success
Learn which KPIs help to optimize your strategy—and which you can ignore.
Best Practices
Unlocking Financial Perks with Seamless CRM Integration Across Platforms
Finding high-quality prospects and building customer relationships are the daily grind of business—and our
Best Practices
How Effective Cash Flow Management Sustains Long-Term Customer Relationships
Why cash flow matters to your CRM.
Business & tech
AI features coming to the Insightly platform
See how the user experience will improve.
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