The CRM Solution for growing revenue

Choose a CRM solution that is powerful, affordable, and scalable.

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.

CRM Solution

If you still haven’t incorporated a customer relationship management (CRM) solution into your organization, what rock have you been hiding under? 

This powerful technology stores data about your customers inside one single system, letting you track customer behaviors, identify sales opportunities, and move more people through your sales funnels. 

In fact, a CRM system is one of the most important pieces of software you’ll ever own. It’s not too late to integrate a CRM into your business. But where do you start?

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With so many so-called solutions on the market, it’s like looking for a needle in a haystack! 

This article will provide an answer to the question, “What is CRM?” and include a list of the top 10 CRM software. However, before checking out the CRM software list in this post, it’s critical to know what a CRM is and what it does. 

Perhaps the best way to describe a customer relationship management system is a “digital Rolodex.” 

For those old enough to remember — that’s no bad thing! — a Rolodex was a rotating card file device popular in the 80s that contained information from an individual’s contacts. This information included contact names, addresses, and phone numbers. 

(Those were the days before most people had email addresses!)

A CRM is similar to a Rolodex in that it includes all your customer-related information in one place for quick reference. Your customer service agents can use this software to access details about consumers, while marketers can rely on a CRM solution to learn more about customer journeys. 

With this customer-related information at your fingertips, your team can learn more about the people purchasing your products and services. 

There are lots of different CRM solutions on the market. You’ll want one with a simple learning curve, multiple features, excellent customer support, and the ability to integrate with other platforms and apps. 

CRM System Examples

You can find “general” CRMs on the market that cater to all business types and more specialized platforms that suit particular industries. Learn more below:

Retail CRMs

Retail CRM systems let retailers collect information about customers and access it in a database. Retailers can learn about purchasing histories, customer behaviors and habits, and where customers are in their pipelines. 

CRM examples in retail also include tracking customer interactions with sales staff. You can also use this CRM to find out what customers say about you on social media — which might shock you!

CRM tools for customer service

Multiple industries can use CRM tools for customer service. This CRM database example makes it easier to see whether customers receive the support they need when purchasing or using a product. 

Other CRM system examples include healthcare CRMs, construction industry CRMs, and banking CRMs

This list of CRM systems is by no means exhaustive. In fact, you’ll find CRMs for almost every industry out there

No matter the CRM solution type, these platforms share basic functions that make managing relationships with customers easier. These functions include the ability to: 

  • Collect customer data in a centralized database 
  • Update customer contact information quickly
  • View previous customer interactions with staff
  • Manage leads at different points in the sales funnel
  • Automate communications with customers via email and text

The best CRM systems have in-built data analytical tools or sync with business intelligence platforms. That lets you view trends and patterns in customer data and make more informed decisions about your business.

CRM Tools

Now you know the CRM definition and what this software does, it’s time to learn the best products on the market! Here are the top 10 CRM tools you should know about (in no particular order)

  • Insightly
  • Salesforce
  • Pipedrive
  • Zoho CRM
  • Microsoft Dynamics 365
  • HubSpot
  • Zendesk
  • Freshsales
  • SugarCRM

Learn more about some of these CRMs below:


Salesforce is perhaps the most famous CRM system in the world. Used by millions of customers, it improves the customer relationship management process with an incredible number of features. 

The problem with Salesforce is that it’s expensive and complicated, especially for new businesses. It can be so tricky that you probably need to complete a training course before using it, which might not be very appealing! 


If Salesforce is the leader of the school gang, Insightly is the cool laid-back kid! This CRM is really easy to use, and its developers designed it for small businesses like yours. 

That means there’s no complicated learning curve, so you can concentrate on customer relationship management rather than complete hours of training! It also integrates with the tools you already use in your business. 


This is another popular CRM solution with lots of features. However, it has a complicated pricing structure that might give you a headache. HubSpot has a free tier, which is awesome. But this pricing level doesn’t provide much in the way of CRM features at all.


Pipedrive is generally great for managing customer relationships. However, it lacks the customization features you need as a small business, which can be costly to overcome.  

Microsoft Dynamics 365

The CRM in Dynamics 365 is a trustworthy one, helping you manage customer relationships. However, like Salesforce, it requires lots of training. If running your business is enough work, you might want to invest in a simpler solution! 

CRM Full Form

As mentioned earlier, the CRM full form is customer relationship management. It’s unclear who came up with this term. However, the CRM meaning originates from the mid-90s. 

CRM software used to be far more basic than it is today. This technology only provided simple contact details for different customers, helping users communicate with people in their sales funnels. 

However, as the years have gone by, CRM has become complex and today incorporates various features, such as add-ons, data analytics, and even artificial intelligence. Insightly, for instance, one of the most popular CRM software examples, uses A/B and multivariate testing to track customer prospects in different scenarios. 

There are some things to consider before choosing a CRM solution for your small business, however:

Data governance

The type and amount of data you can keep in a CRM system and for how long depends on data governance legislation in your industry and jurisdiction. If you break the law, you might have to pay thousands of dollars in penalties!

That’s why it would be stupid not to invest in a CRM solution that helps you adhere to data governance. Insightly, for example, is fully GDPR-compliant, providing peace of mind when processing and sharing customer data. 

Price point

Remember that Salesforce and other CRMs are super expensive? Well, you don’t really need a pricey system if you have a small business. Choosing a CRM at a cheaper price point can help you save money. You can then plow that cash back into your business. 

Learning curve

Who has time to read through pages and pages of documentation? Or enroll in a CRM training course? Keep things simple with a CRM that has an easy-to-use interface and a straightforward learning curve. You’ll thank yourself later!

Best CRM

The best CRM in the world depends on the particular case. 

For example, large companies with thousands of employees might get value from Salesforce, even if it requires extensive training, making it the best CRM for entrepreneurs. That’s because it has thousands of integrations and other features.

Smaller businesses won’t need all of these features and add-ons and can instead benefit from a system that specifically caters to them. Insightly is the CRM for small business entities because it’s easy to set up, built to support your growth, and integrates easily with countless third-party applications. 

That’s not all.

Insightly takes care of every aspect of customer relationship management, helping you:

  • Streamline sales
  • Create sales pipelines
  • Track sales pipelines
  • Assign leads to the right place
  • Route leads
  • Customize fields, objects, project management workflows, and much more 

You might be nervous about using a CRM solution for the first time. And that’s completely understandable!

However, CRMs won’t bite!

Insightly makes it easier to integrate a CRM into your business with its convenient customer support portal, allowing you to ask questions to highly-experienced team members. You can also access resources online, such as tutorials and FAQs.

Finally, you might wonder whether this CRM provides data analytics. (Not all CRMs do, requiring you to use a third-party business intelligence tool.)

The answer is yes! Insightly’s analytics help you deep dive into customer data and analyze patterns and trends in all the information that flows through your company. 

That way, you can learn more about customers and how they behave and act. Use this info to move them through your pipelines and drive more sales! 

In conclusion, there are lots of CRM systems on the market, including Salesforce, HubSpot, and Zoho. However, Insightly caters specifically to small businesses like yours. 

More than a million people trust Insightly worldwide. For more information about this CRM solution, check out this page.