Insightly

CRM and project management for growing businesses

CRM & SalesCRM SoftwareSMB Sales Teams (1–20 reps)Mid-Market Revenue TeamsEnterprise Sales Organisations

Insightly’s Visibility

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How AI models rank and recommend Insightly

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ChatGPT (GPT-4o-mini)
Mentioned

What are the best CRM software tools?

As of my last update in October 2023, several CRM (Customer Relationship Management) software tools are widely regarded as some of the best in the industry. The choice of CRM often depends on the specific needs of a business, such as size, industry, and specific features required. Here are some of t

Mentioned
Advantage
Comprehensive
Media.io
Customer.io
Salesforce
Pipedrive
WELL
Freshsales
+17
Jun 5, 2026
ChatGPT (GPT-4o-mini)
Mentioned

What are the best CRM tools for B2B sales teams?

There are several CRM (Customer Relationship Management) tools that are particularly well-suited for B2B sales teams. The best choice often depends on the specific needs of the organization, such as size, industry, and sales processes. Here are some of the top CRM tools for B2B sales teams: 1. **Sa

Mentioned
Comprehensive
Media.io
Customer.io
Salesforce
Outreach
Pipedrive
Gmail
Close
+22
Jun 5, 2026
ChatGPT (GPT-4o-mini)
Mentioned

What CRM should I use to track leads and manage my sales pipeline?

Choosing the right CRM (Customer Relationship Management) system depends on your specific needs, budget, and the size of your business. Here are some popular CRM options that are well-suited for tracking leads and managing sales pipelines: 1. **Salesforce**: A highly customizable and powerful CRM t

Mentioned
Advantage
Comprehensive
Media.io
Customer.io
Streamline
Salesforce
Pipedrive
Gmail
+20
Jun 5, 2026
Perplexity (Sonar Pro)
Mentioned

What is the best CRM for a startup with a small sales team and a limited budget?

For a startup with a small sales team and tight budget, the **best overall starting point is usually HubSpot CRM (free tier)**, with **Pipedrive** and **Zoho CRM** as top low-cost paid alternatives if you need more sales features and still-simple setup.[4][2][5] Below is a practical way to choose,

Mentioned
Forms
Over
Central
ranked
Sybill
Later
Pipedrive
Freshsales
+33
Jun 5, 2026

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About Insightly

CRM and project management for growing businesses

Key features

1

Contact and Account Management

The foundation of any CRM is how it organises the data that matters most — contacts, accounts, deals, and activities.

2

Pipeline and Deal Management

A well-designed pipeline view gives sales managers instant visibility into where revenue risk lives.

3

Sales Automation and Sequences

Automation in CRM has evolved from basic reminders to multi-step engagement sequences that adapt based on prospect behaviour.

4

Reporting and Revenue Intelligence

Sales leadership relies on CRM data to run accurate forecast calls, coach reps on pipeline hygiene, and make territory planning decisions.

Query Performance

Insightly’s rank per AI prompt

How Insightly ranks when each buyer query is run across AI models.

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Pricing

CRM pricing is notoriously complex.

Free and Freemium Tiers

Several major CRM vendors offer genuinely useful free tiers designed to build habit before conversion.

Starter and Growth Plans ($15–$75/seat/month)

The starter tier is where most SMB buyers land.

Professional and Business Plans ($75–$200/seat/month)

Professional tiers target mid-market teams that need advanced forecasting, territory management, custom reporting, and tighter integration with other revenue tools.

Enterprise Plans (Custom Pricing)

Enterprise contracts are fully negotiated and typically involve annual minimums, dedicated customer success management, SLA commitments, and custom security configurations including SSO, SCIM provisioning, and data residency options.

Best for

SMB Sales Teams (1–20 reps)Mid-Market Revenue TeamsEnterprise Sales OrganisationsFounder-Led Sales at Startups

Integrations

Marketing AutomationCommunication and CollaborationFinance and Billing Systems

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