The CRM System your team will love

Increase revenue when you choose a CRM System built for fast-growing businesses

Why choose Insightly CRM?

Affordable yet powerful

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

aspect ratio


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

diversity 4

The CRM you’ll love

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

Build and Convert Sales Pipeline

build and convert 1 build and convert 1

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

qoute icon

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,
Noble BioMaterials

2 sales pipeline and lead 2 sales pipeline and lead

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
sales lead tracking2

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

increase productivity 2 increase productivity 2

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

qoute icon

“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

business workflow v2 business workflow mobile2

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
validation rules validation rules mobile

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
PPandQ v2 PPandQ v2

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
project and task v2 project and task v2

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

build lasting build lasting

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

qoute icon

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

all in one 1 all in one 1

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
customizable crm customizable crm mobile

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
customer email management customer email mange mobile

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

performance dashboards2 10 1 real time mobile

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

qoute icon

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

performance dashboards and reporting performance dashboards and reporting

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
230106 dani workflow automation9799
Watch the video

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.

gray play icon Watch the video

Customers drive productivity with Insightly CRM

better earth
Watch the video

BetterEarthSolar logo

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

gray play icon Watch the video

Experience Insightly CRM for yourself

keep everything safe and secure 2x keep everything safe and secure 2x

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.

181001 img mobile card reader


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.

180927 img mobile manage projects


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.

180927 img mobile edit opportunity

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 System

Choosing a CRM system takes a lot of time and research. To break down how to choose the best CRM system for your organization, you should explore what a CRM system is, how it is used, and what the key features are. 

CRM System Meaning

What is a CRM system? CRM stands for Customer Relationship Management. A CRM system is simply a customer-centric system that organizes and tracks your clients throughout their client journey with your business. 

What do people mean by CRM software? CRM software (usually SaaS or software as a service) automatically records, tracks, tags, and arranges your customers from lead to buyer with your business. Purchases, support tickets, communication, and marketing engagement are all tracked in one place. They are powerful tools that can revolutionize how you manage customers, processes, and productivity in your business.

What is a CRM System Used For?

When business owners consider using a CRM system, they may only think of tracking clients through their sales pipeline. However, a CRM system can also help you understand your customers better. Your marketing, customer service, and support teams can use your CRM system to help improve the overall customer experience.

CRMs provide you with powerful data analysis and reporting tools to foster sustained growth. Embracing the power of CRM systems can transform your business and help you achieve success.

Here are the essentials of what a CRM system is used for:

Relationship Management

A CRM system tracks your customer interactions, helping you retain customers and gain new ones. It monitors sales pipelines and nurtures customer relationships through contact via emails, calls, and/or texts.

Marketing Tracking

Marketing teams can use the CRM system to track the customer journey and determine the effectiveness of their marketing campaigns.

Customer Service and Support

A CRM system captures and tracks customer inquiries, issues, and complaints. It enables you to provide efficient and personalized customer support, improving customer satisfaction.

CRM systems are essential to optimize your sales, marketing, customer service, and support efforts.

CRM System Software

CRM system software can help with your customer relationships at a basic level by automatically gathering and storing customer data. Consolidating this data gives your business valuable insights into customer behavior, preferences, and needs. Many CRM tools can also provide insights through data analysis to help your customer service teams with customer happiness.

The role of customer relationship management in your marketing and support teams is to use the data to help improve services to the customer. Tagging systems in CRM tools enhances customer segmentation so you can drill down and personalize and target specific customer engagements for effective communication. 

CRM system software solutions can be a hub for managing your customer interactions, such as purchases, inquiries, support tickets, and marketing engagements. They can unlock a treasure trove of features to improve business operations, streamline processes, and drive growth.

CRM systems let businesses track and manage leads, monitor sales pipelines, and nurture customers. These features enable you to build stronger customer relationships, resulting in higher customer happiness and loyalty.

CRM System Software Examples

Here are some examples of how software can help enhance the customer experience:

Sales and Marketing Automation

CRM software automates sales and marketing tasks. Lead generation and nurturing, email marketing, and sales journey management can all be automated. A CRM system helps you track customer interactions, identify opportunities, and prioritize your sales efforts.

Centralized Database

CRM system software is a centralized customer database, holding details such as contact information, purchase history, preferences, and communication history. This centralized database ensures your customer information is easily accessible and up to date, saving you and your team time and effort. 

Customer Engagement and Communication

CRM tools help your team manage customer engagement and communication with a complete overview of all customer interactions. You can nurture customer relationships throughout the customer lifecycle.

Customer Relationship Management System Strategy

Data Analysis and Reporting

CRM software provides tools to analyze customer data. You can measure sales, assess marketing campaigns, and improve customer service. CRM software enables you to understand customer activity more fully, foster collaboration between your sales, marketing, and customer service teams, and can keep new leads from falling through the cracks.

Analyzing data helps you improve sales, measure your marketing efforts, and maximize customer service for happy clients. This insight also helps your business adapt to the needs of your customers and stay agile and ahead of your competition. 

Through data analysis and reporting, you can also identify customer preferences, trends, and areas for improvement. Then your team can act on that data. For instance, you can provide personalized recommendations of products to customers based on the pages they visit and their purchase history in your e-commerce platform.

Your customer relationship management system strategy should include:

  • A plan for growing sales
  • A plan to improve customer happiness
  • A map of your customer journey from lead to prospect to sale
  • Determining key performance indicators (KPIs)
  • Processes for onboarding your teammates and keeping them up to date

KPIs you may want to track for CRM marketing:

  • Customer retention: repeat buyers
  • Customer happiness: quality, value, and service
  • Churn: voluntary and involuntary
  • Profit: the difference between the amount earned and the amount spent

A well-defined customer relationship management strategy is important for your business to thrive.

Include your customer relationship management process in your standard operating procedures (SOPs) manual. This can be helpful for both your current team and for onboarding future teammates. Be sure your sales, marketing, and customer service teams are all included for collaboration and coordinated effort to meet your business goals.

CRM System Tools

Let’s look at what CRM tools are used for and how they can help you enhance your customer’s sales journey. 

What Are CRM System Tools Used For?

Centralizing Customer Information – CRM tools are used to manage customer data, including contact information and purchases. You can use the database information to customize personalized interactions and create targeted marketing campaigns.

Managing Customer Interaction – A CRM can capture and track communication for efficient customer interaction management. This can include calls, emails, meetings, and social media interactions.

Automating Sales and Marketing Processes – CRM tools automate sales and marketing processes. These can include email and workflow automation, lead management, and task management. Automation eliminates many repetitive tasks so your sales and marketing teams can focus on managing deals and opportunities and personalizing customer experiences.

Tracking Sales Performance – Your CRM software can provide real-time insight into sales actions and performance. You can monitor the customer journey from lead to sale. Monitor key metrics such as revenue and conversion rates. Your team can take this data and make decisions based on it to maximize sales.

Overall, CRM tools can create better experiences for your customers and prospects, as well as better productivity and performance for your team. 

Top 10 CRM System Software

Here is a list of CRM systems popular with businesses:

  • Insightly
  • Zoho CRM
  • Salesforce CRM 
  • HubSpot CRM
  • Pipedrive
  • Freshdesk
  • Copper
  • Nutshell

Some CRM tools are built into larger programs, such as:

* Keap (formerly Infusionsoft)

* Ontraport

* Honeybook

* Dubsado 

Out of these CRM system examples of all-in-one programs, bigger businesses use Keap and Ontraport, while Honeybook and Dubsado are designed for smaller businesses and solopreneurs.

You may also find CRMs built into email marketing software and as part of a suite of software tools.

Best CRM Systems

The best CRM tools, like Insightly, are easy to use yet powerful. Here are some of the features that make the best CRM tool.


Your CRM has to fit your budget. Starting at $29 per user per month, Insightly is an affordable option for small to medium businesses alike.

Feature Rich

Do you need an all-in-one platform or do you want a stand-alone, dedicated CRM tool? Other features you may want to consider include:

  • Ability to use on your smartphone
  • Built-in customer email management
  • Where data is stored (to meet your region’s regulatory compliance)

Insightly is a feature-rich CRM, offering the ability to work from anywhere, even your phone.

Easy to Set Up and Use

Once you sign up for Insightly, a list of 5 tasks will take you through setup. You’ll even receive emails from Insightly’s onboarding and customer service teams to ensure your success.

If you’ve already set up a CRM tool in the past (such as Salesforce), you can export your data, share with Insightly, and they’ll take it from there. 


Insightly is the world’s most popular CRM software for Google and Office 365 users. It integrates with all the top sales dialers as well. Via AppConnect, Insightly integrates with over 1000 applications!


Ensure the long-term adoption of your CRM by your business and increase your team sales and efficiency when you set up your software to fit your processes. With Insightly, you can customize without a team of admins or a developer.

Workflow and Process Automation

Top-notch CRMs are able to automate sales and marketing processes. They simplify lead generation, nurturing, email marketing, and sales pipeline management.

Insightly helps you scale faster with automation, including reminders and onboarding stages.

Reporting and Analytics

The best CRMs offer intuitive dashboards, customizable reports, and analytics tools.

Insightly creates customizable visualizations and charts in moments with your data. Plus, you can customize it with unique KPIs.

Opportunity Management

An effective platform provides a full view of your customer journey from first contact to purchase. This helps you maximize sales and marketing ROI and optimize revenue.

Choosing a CRM System

From centralizing customer data and enabling effective relationship management to sales automation and marketing processes and facilitating exceptional customer service, CRM systems allow your business to thrive.

Insightly provides powerful and affordable enterprise-level features that support your business at every stage. It grows with you and is the best CRM for small businesses, as well as medium and large organizations.

Insightly offers an easy-to-use, yet powerful CRM plus marketing automation and customer service software in one, which helps your team sell smarter, grow faster, and build sustainable customer relationships. Put Insightly to work in your business with a free trial today.