CRM with Project Management Built In

Work and win deals, and then manage those projects – all in the same tool

Why choose Insightly CRM?

Affordable yet powerful

Get modern, robust features in a cloud platform, but skip the enterprise prices.

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The CRM that’s built to scale. It will grow with you…but you’ll never outgrow it.

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The CRM you’ll love

Easy to adopt and use across your entire organization every day.

Build and Convert Sales Pipeline

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Convert quality leads to opportunities, actively manage every step from opportunity to close, and grow your business faster than ever.

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Adopting Insightly has helped us close deals faster because the entire team collaborates on providing mission-critical detail in the CRM. From my perspective as a sales leader, the support I get from the team to capture this information and close opportunities is absolutely critical to our success.

Ian Pund, Senior Vice President of Sales,
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Sales Pipeline & Lead Management

Start acting on leads and create opportunities

  • Capture relevant details about each lead
  • Prioritize leads with your teams, and distribute based on criteria you set
  • Empower teams to get a real-time view into where each deal stands
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Sales Lead Tracking & Opportunity Management

Create velocity through your sales process

  • Leverage your pipelines to track, manage, and nurture deals efficiently
  • Get insights into what’s moving your business forward, and where the risks are
  • Manage opportunities in customizable pipelines
  • Drive more velocity through the sales and delivery process

Increase Productivity

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By supporting intuitive, automated, and scalable processes, teams are empowered to close deals and deliver services faster and more efficiently.

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“By leveraging Insightly, we were able to shave 50% off our timelines. Insightly allows us to seamlessly push data to each project directly, which empowers us to move onto the next step in our process instantly.”

Joanna Falcone,
VP Systems and Process Development

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Business Workflow & Process Automation

Automate repetitive, manual tasks so your team can focus on what matters most.

  • Eliminate the risk of human error
  • Reduce the number of redundant tasks and processes
  • Scale faster with email, reminders, onboarding stages and much more
  • Free your team from low-value tasks and improve employee engagement
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Validation Rules & Advanced Permissions

Preserve data integrity, capture quality data, and deliver great experiences.

  • Make your CRM even more valuable to your business by ensuring that every business-critical field and object is updated with validation rules
  • Ensure accuracy and data compliance
  • Help teams perform efficiently and stay on track by delivering data access to the right roles and profiles with advanced permissions
  • Take control of your data by making sure the right people have the right access at all times
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Products, Price Books & Quotes

Create a complete record of your offerings and make it easy to close the deal.

  • Drive process improvement and clarity by helping your teams add the right products to the right opportunities at the right price
  • Create deal velocity, configure and price quotes directly from opportunity records and keep track of the status with quote pipelines
  • Quickly and seamlessly generate PDFs or email quotes directly from Insightly
  • Customize your quotes with branded templates
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Project & Task Management

Create seamless post-sale transitions, ensure crisp communication, manage projects, and complete them faster.

  • Seamlessly convert opportunities to projects after the deal is closed
  • Copy all corresponding details, records, tasks and more from the opportunity directly in the project for complete visibility into customer requirements
  • Use pipelines and milestones to enhance cross-team communication
  • Tailor every project with custom fields and page layouts to deliver great outcomes to your customers

Build Lasting Customer Relationships

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Show customers and prospects you know them by capturing the right information about every interaction and using your data to deliver great experiences.

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Our motto is this: If it’s not in the CRM, it didn’t happen. If you have an idea, explore it.  Get the process on a white board and work with your Insightly team to see if it’s possible. Odds are, the answer is yes.

Jennifer Nietz,
Vice President, COACT

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Customer Relationship Management

Relationships are everything. Improve every connection you make and grow your business by delivering efficiently on your promises.

  • Create a single source of truth for every customer relationship
  • Break down communication silos by capturing the right information about every deal and making it accessible to key stakeholders in every department
  • Improve your business processes, elevate the experiences you deliver, and grow your business faster than ever
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Customizable CRM

Every business is unique. Configure the CRM and information to match your business processes.

  • Intuitive customization empowers you to easily mold Insightly to your unique business needs
  • Save on cost with intuitive, easy customization – no expensive third party developers required
  • Improve communication, collaboration, and CRM adoption while driving great business outcomes
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Customer Email Management

Make all your communication even more effective with Insightly.

  • Deliver complete visibility to all your teams across every single customer email interaction
  • Drive deal and project velocity by tracking and managing each customer communication in Insightly
  • Facilitate proactive communication by picking up the relationship at exactly the right place

Get real-time performance insights

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Create real-time, customizable data visualizations in minutes with the data that matters most to your business.

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Because operations and sales all utilize Insightly, we’re all empowered to deliver great customer experiences. Insightly delivers a great way for us in operations to understand and get ahead of what’s coming.

Amber Livingston,
Operations Manager, Multifamily Utility Company

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Performance Dashboards & Reporting

Create customizable charts and visualizations in minutes with the data that matters most.

  • Customize around your unique KPIs so that your key metrics are visible at a glance
  • Make decisions based on what’s happening with your business in real time
  • Get to a single source of truth for your business, save time on handoffs across teams, and create consistency
  • Create up to 100 shareable dashboard cards on the Professional Plan and an unlimited number of cards on the Enterprise plan
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Do more, better, faster

Increase your teams’ productivity by automating and orchestrating workflow tasks, sending emails, updating records, executing custom code, firing webhooks, and much more.

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Customers drive productivity with Insightly CRM

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Solar company shows how Insightly helped them triple revenue without tripling the team.

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Experience Insightly CRM for yourself

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Keep everything safe and secure

Our entire team uses the Insightly platform too, so we ensure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.

  • SOC 2 Type II certified
  • Single-sign-on via industry standard authentication protocols
  • Two-factor authentication support
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance
  • HIPAA Compliance

Work from anywhere

Manage everything on the go with award winning mobile applications for both Android and iOS.


Scan business cards

Take the drudgery out of data entry by uploading all contact information from any business card in just one click.

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Update your projects in real time

Road warriors can quickly update the other members of the delivery team on the status of their tasks, milestones, and deliverables.

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Move opportunities along

Field salespeople can easily change the status and amount of an opportunity—or create a new one—right at the client’s location.

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Frequently asked questions

What does CRM mean?

CRM stands for “Customer Relationship Management” and includes the processes used by organizations of all sizes for retaining existing customers and acquiring new ones.

What is CRM software?

When people use the term CRM, they are often speaking about a CRM system. This is a software platform that organizes a company’s relationships with customers, prospective customers, vendors and more. Learn more about CRMs in this blog post.

Who should be using a CRM?

Any business that handles sales or marketing of products or services can benefit from using a CRM. This includes both B2B and B2C businesses. The teams most likely to use a CRM in any business are Sales, Marketing and Customer Service. Sales – A CRM helps your sales team be well positioned to upsell and cross-sell your products and services. Sales teams can also use click-to-call functions to help save time and make it easy to keep track of all your interactions with prospects and customers so nothing falls into the cracks. They can also generate highly specific quotes as they seek new business and to run reports and invoices for existing customers. Marketing – A CRM helps your marketing team gather valuable information from your customers, making it easier to target marketing efforts precisely and effectively. When you can aim your marketing campaigns at a specific audience, you’re far more likely to reap a good ROI, and you don’t waste the time and money that often results from an undifferentiated marketing campaign, which can end up feeling like spam. Customer serviceCRMs help support teams efficiently resolve issues, and make it easy to connect customers to the right person at all times.

When should a business start using a CRM?

Most companies wait too long to implement a CRM, often falling into chaos and making both customers and employees irritable. By the time you’ve hired employee number 10, you’re likely to need a CRM. At this point, communication starts to get more difficult, and the lack of a CRM is probably resulting in a lot of wasted time and effort. A good test is if you feel that you’ve outgrown your spreadsheets, it’s time for a CRM. If you aren’t able to identify where new customers have come from (and whether they’re responding to your marketing campaigns or not), it’s time for a CRM. If you don’t know what your salespeople are doing, it’s time for a CRM.

What is the difference between an on-premise CRM and a cloud CRM?

The big difference between on-premise and cloud is where the software and data are stored. With on-premise CRM, the software is located on your company’s servers and on employee computers. The implementation process typically takes more time, more IT resources, and is more complex. However if your organization has especially strict security protocols, this can be the ideal choice. With an on-premise implementation, upgrades will take longer, and your IT team will be taxed to provide service to the CRM. You’ll typically be charged per implementation. Cloud-based or software-as-a-service (SaaS) CRMs are operated on and store data on the vendor’s servers. The vendor is responsible for the uptime operation of the system and provides customer support. You’ll need a strong internet connection to run a cloud-based CRM, but you won’t need the expense of dedicated servers. Upgrades will occur at all times, so the platform will be constantly evolving. You’ll typically be charged by seat.

Project Management CRM

CRM with Project Management: Streamlining Business Processes

In today’s digital age, businesses rely heavily on technology to streamline their operations and ensure growth. Two vital components of business operations are customer relationship management (CRM) and project management. While both are separate disciplines, they have a common goal: to improve business processes, increase customer satisfaction, and drive growth. In this blog, we’ll delve into the intersection of CRM and project management, their benefits, and how they can be integrated to enhance business processes.


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CRM with Project Management

Businesses that use CRM systems to manage their customer data often require project management to ensure that projects are delivered efficiently and within budget. Combining CRM with project management can help businesses effectively manage projects and customer relationships. By integrating these systems or – even better – using one application for both functions, companies can quickly access customer data, monitor project status, and provide timely project updates to customers. This approach allows businesses to manage customer relationships and project management tasks from a single platform, thereby simplifying business processes.

Best CRM for Project Management

When it comes to selecting the best CRM for project management, several factors need to be considered, including features, ease of use, and pricing. As  noted above, the ablity to convert a closed-won opportunity right into a project is a time saving feature since all of the customer journey data flows right through to the project management team. Insightly is an excellent option for project management as it offers a comprehensive suite of tools for managing projects, including project tracking, task management, and collaboration. Other CRMs that offer project management capabilities include Salesforce, Zoho CRM, Insightly, and Microsoft Dynamics 365.

CRM Project Manager Job Description

A CRM project manager is responsible for overseeing the implementation and management of the company’s CRM system and usually is part of a sales team. The job involves developing project plans, managing project resources, and ensuring that projects are delivered on time and within budget. A CRM project manager should have a degree in business, information technology, or a related field and possess excellent project management skills.


CRM Manager Job Description and Salary

A CRM manager is responsible for overseeing the implementation and maintenance of the company’s CRM system, including tracking necessary integrations. While the CRM Project Manager may sit on the sales team, the CRM Manager is more likely to be on the IT team.  The job involves managing data, ensuring data quality, and analyzing customer data to improve business processes. The average salary for a CRM manager in the United States is $89,165 per year, according to Glassdoor. However, the salary may vary depending on the company size, industry, and location.

CRM Project Example

Several companies have successfully implemented CRM systems to improve customer relationships and streamline business processes. Insightly’s customer stories provide back stories and project details from dozens of successful CRM implementations. One such company is Knightscope, which left Salesforce for Insightly and now successfully uses features like workflow automation, reporting, project management and integrations in Insightly every day. Knightscope was able to customer Insightly CRM and project management without paying a pricey firm to do the work. They currently use Insightly for CRM, project management and Insightly Marketing. 

CRM Project Ideas

There are a plethora of projects that you can tackle within your CRM implementation. You can set up your CRM with a goal of improving the buyer’s journey or, look internally at improving operational efficiency. You can set a goal to increase retention or lower customer acquisition cost. Or, it can be more general, as in to simply generate more sales. For any of these, set a goal and then put a project plan in place to achieve it. For instance, what key metrics will you use to measure success, how often will you measure them, and how will you report the data. 

The key moment: moving a closed-won deal from sales to project management

When a deal is won, it moves from the sales team and into the hands of the team that will execute on the contract. These transition moments can be difficult in fast-paced environments since both the sales team and the project team must successfully complete the hand-off. If your sales team is using a CRM and your project management team is using a project management tool, you must rely on either an integration or a manual pass of the data from the won deal into the project.


If your CRM has project management functionality built-in, the project moves within the CRM to a new team. This is beneficial because all of the project data moves with the project – avoiding errors and omissions in the transfer process. Plus, the sales team and project management teams are working from the same, familiar user interface so it’s easy to see and use all of the information. 


What does a project manager do?

A project manager is responsible for planning, executing, and closing projects to achieve specific goals and objectives. Their primary role is to ensure that projects are completed successfully, on time, within scope, and within budget. Project managers often work across various industries and sectors, overseeing a wide range of projects such as software development, construction, marketing campaigns, product launches, and more. They could work in a dedicated project management software tool, but some CRMs have project management functions built-in, so that they can work in the same software tool as the sales team. Here’s an overview of their key responsibilities:


  1. Project Planning: Project managers create detailed project plans, outlining the scope, objectives, tasks, resources, timelines, and budget required for successful project completion. They identify potential risks and develop strategies to mitigate them.
  2. Team Management: Project managers assemble project teams, assign tasks, and define roles and responsibilities. They facilitate effective communication and collaboration among team members, ensuring that everyone understands their roles and the project’s overall objectives.
  3. Resource Allocation: Project managers allocate resources (human, financial, and materials) to various project tasks to optimize efficiency and ensure that project requirements are met.
  4. Timeline Management: Project managers develop project schedules, set milestones, and monitor progress to ensure that the project stays on track and meets established deadlines.
  5. Risk Management: They identify potential risks and develop contingency plans to address them. Project managers actively monitor risks throughout the project lifecycle and take proactive steps to minimize their impact.
  6. Budget Management: Project managers are responsible for monitoring project expenditures and managing the budget. They track costs, control spending, and make adjustments as necessary to avoid cost overruns.
  7. Stakeholder Communication: Project managers maintain open and effective communication with stakeholders, including clients, team members, senior management, and any other relevant parties. They provide regular updates on project status, progress, and any changes that may impact stakeholders.
  8. Problem Solving: Project managers are adept at identifying and resolving issues that may arise during the project. They make decisions, offer solutions, and guide the team toward successful resolution of challenges.
  9. Quality Control: Ensuring the quality of project deliverables is another important aspect of a project manager’s role. They establish and enforce quality standards to meet or exceed project requirements.
  10. Project Closure: Once the project is complete, project managers oversee its closure by conducting project reviews, documenting lessons learned, and evaluating whether the project goals were achieved.
  11. Continuous Improvement: Project managers analyze the project’s performance and outcomes to identify areas for improvement. They apply lessons learned to future projects, contributing to the organization’s overall project management maturity.


Overall, a project manager plays a critical role in orchestrating all aspects of a project, from its inception to its successful completion, while ensuring effective communication, stakeholder satisfaction, and the efficient use of resources.


Best CRM for Business

When it comes to choosing the best CRM for business, there are several options available. You’ll hear a lot from big players with big promotional budgets, including Salesforce and HubSpot, but don’t stop your research there. Insightly offers a comprehensive suite of tools for CRM, customer service, marketing automation, and integrations that are perfect for growing businesses. Other popular CRMs for business include Zoho and Microsoft Dynamics 365.

Best CRM for Startups

Startups require a CRM system that is both affordable and flexible. Insightly CRM is an excellent choice for startups as it offers a range of features, including lead management, sales forecasting, and analytics. Insightly CRM also offers a free plan for up to two users, making it an affordable option for startups. Other CRMs for startups exist, such as Zoho CRM, but Insightly’s plans and user-friendly features make it a more flexible choice. 

CRM and Project Management for Small Business

Small businesses often struggle with managing customer relationships and project management tasks. However, integrating CRM with project management can help streamline business processes and drive growth for small businesses. Insightly CRM is an excellent option for small businesses as it offers project management capabilities, including task management, project tracking, and reporting. It uses the same familiar interface for both customer pipelines and project management, so your team won’t have to learn to use two separate systems. Plus, you can convert a closed-won opportunity right into a project, so all of the customer journey data flows right through to the project management team.

See Project Management and CRM in action

Ask for a tour of the project management functions built right into the Insightly platform. This can help you keep your tech stack simple, your number of vendors low while still having the tools you need to grow your business. Get started with a free trial of Insightly CRM today, or request a personalized demo to see how Insightly can help your company achieve its business goals.