Product Teams + CRM

How product teams use a CRM

Gain visibility into notes and conversations throughout the sales process so you know what end-users are looking for.

Top CRM features for product teams

Single Source of Truth

Go to one place and get information about the full business.


Easily integrate with product management platforms like Jira, Asana, Trello & more.


SOC2, SSO, 2FA, HIPAA & GDPR compliance.

Conversation Notes

Read what real prospects are asking about on sales calls.


See what’s happening in real-time with every customer.


Set up reports specific to clients or projects for improved cross-team communication.


Benefits of Insightly CRM for product teams


  • Improve communication with integrations to tools like Jira and Asana
  • Understand the needs of prospects and customers by reviewing detailed sales and support conversation notes
  • See the evolution of feature requests and understand customer use cases
  • Avoid security issues by choosing a platform with security built-in
  • Keep a pulse on the business as a whole with customizable reports and dashboards
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Team collaboration with Insightly CRM

“We’ve tripled our revenue without adding staff.”

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Frequently Asked Questions

How does a product team leader use a CRM every day?

The CRM is the single source of truth for a business and is the central repository of all data. Product management teams can log into the CRM and get a full picture of the business. They can go deep on a specific customer or customer type to understand their feature requests and needs, or stay broad to see what usage and volume is coming in the future. When teams share information in this way, they are better aligned and improve the output.

How does using the full Insightly platform help product teams?

The Insightly platform, which includes Insightly CRM, Insightly Marketing, Insightly Service, and AppConnect, shares data. This means that users of Insightly CRM can see select information from the other apps. A product team member would only need a login to Insightly CRM to see select data from Insightly Marketing and Insightly Service.

How is communication and collaboration improved for a product team member by a CRM?

Using AppConnect, the drag-and-drop integration builder that is part of the Insightly platform, keeps product focused on what they do best. Product teams do not need to budget time and resources to build integrations. Rather, they can focus solely on developing your product or service and leave integration building to the rest of the team.

10 ways product teams use a CRM

A CRM system can be a valuable asset for the product development team, contributing to enhanced collaboration, customer-focused innovation, and streamlined processes. A product owner (in Agile) or the person fulfilling the product job will use the CRM for researching product requirements suggestions from customers, and looking at what makes the product successful for customers. A professional with experience in product management will know the value of a CRM in terms of produce goals, product features, and product decisions at each product life cycle stage. Here are several ways in which a CRM can support and benefit the product development team and the entire product life cycle:

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Customer Feedback and Insights:

  • A CRM captures customer interactions and feedback, providing the product development team with valuable insights into customer preferences, pain points, and feature requests.
  • This customer-centric data helps in shaping product roadmaps and prioritizing features based on real user needs.

Market Research and Trends:

  • CRMs can be integrated with external sources to gather market trends, competitor information, and industry insights.
  • The product development team can use this information to stay informed about market demands, technological advancements, and emerging trends, guiding their decisions and innovation strategies.
  • CRMs can help track the rollout of products

Customer Segmentation for Targeted Development:

  • CRM segmentation capabilities enable the product development team to categorize customers based on usage patterns, preferences, and demographics.
  • This segmentation allows for targeted development, tailoring features and updates to specific customer segments, thereby improving user satisfaction.

Improved Communication and Collaboration:

  • CRMs facilitate communication and collaboration between different teams within the organization, including product development, marketing, and customer support. Those with product management skills will quickly see the value in the CRM.
  • Shared information and collaborative tools help ensure that everyone is on the same page regarding product updates, customer feedback, and development timelines.

Product Release Planning:

  • By analyzing customer data and feedback stored in the CRM, the product development team can better plan and coordinate product releases.
  • Timely and well-coordinated releases are essential for managing customer expectations and ensuring a positive user experience.

Bug and Issue Tracking:

  • CRMs can be used to log and track customer-reported bugs and issues. This streamlines the process of identifying, prioritizing, and addressing problems in the product.
  • The product development team can efficiently manage bug fixes and updates based on the severity and impact on customer experience.

User Adoption and Engagement Metrics:

  • A CRM provides metrics on user adoption and engagement, allowing the product development team to assess how customers are interacting with the product.
  • These metrics help in refining user interfaces, optimizing features, and improving overall user experience.

Integration with Productivity Tools:

  • Many CRMs offer integration capabilities with various productivity tools, project management platforms, and development environments.
  • Seamless integration streamlines the workflow of the product development team, enabling them to work more efficiently and collaboratively.

Product Lifecycle Management:

  • CRMs can assist in managing the entire product lifecycle, from ideation and development to launch and post-launch support.
  • This end-to-end visibility helps in creating a cohesive strategy for continuous improvement and innovation.

Customer Retention and Loyalty:

  • By leveraging CRM data, the product development team can focus on creating features that contribute to customer retention and loyalty.
  • Understanding customer preferences and addressing their needs through product updates helps build long-term relationships.

In conclusion, a CRM can significantly benefit the product development team by providing customer insights, supporting market research, improving communication, aiding in targeted development, and facilitating efficient bug tracking and issue resolution. Integrating CRM tools into the product development process promotes a customer-centric approach and helps create products that align with user expectations and market demands.