Insightly

What Insightly is used for

CRM and project management. Built for SMB–Mid-market teams.

Category

CRM

Primary use case

CRM / projects

Stated team fit

SMB–Mid-market

How to evaluate CRM fit

A CRM should make the team’s next step, account context, and pipeline data easier to maintain.

1. 1

   Pipeline and data model

   Test the stages, fields, and ownership rules your team needs before importing a large database.

2. 2

   Daily seller adoption

   Check how easily a rep can log activity, update a deal, and set a next step during normal work.

3. 3

   Reporting and integrations

   Confirm the CRM can connect to the systems that create customer and sales activity data.

Pricing

from $29/user/mo

Plus starts around $29 per user per month. 14-day free trial.

Confirm current plans, limits, and availability on the official vendor site before you buy.