CRM
Insightly
CRM and project management.
$29/user/mo14-day free trial.
insightly.com
CRM and project management
- Category
- CRM
- Use case
- CRM / projects
- Team fit
- SMB–Mid-market
What it is used for
CRM / projects
CRM and project management
Who it is for
Built for SMB–Mid-market teams.
Pipeline and data model
Test the stages, fields, and ownership rules your team needs before importing a large database.
Daily seller adoption
Check how easily a rep can log activity, update a deal, and set a next step during normal work.
When it fits
Use it when
- You need one place for pipeline, activity, and next steps.
- More than one person will own deals.
- You will connect email or a sequencer later.
Skip it when
- A shared spreadsheet still covers every live deal.
- You only need a mailing list, not a pipeline.
- Compare Salesforce if you need crm / pipeline instead.
How to start
Connect the basics
Create an account, invite the people who actually own deals, and connect the mailbox you already sell from. Import a small set of live opportunities — not the whole messy spreadsheet.
Make the pipeline honest
Set stages that match how you sell. Require a next step and a date on every open deal. Turn off fields nobody fills in.
Run one week in it
Log calls and emails as they happen. At week’s end, only trust the board if activity and next steps are complete.
Pricing
Listed price
$29/user/moper user/mo
- Plus starts around $29 per user per month.
Confirm current plans on Insightly before you buy. Prices checked 30 Sep 2026.
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