Insightly CRM for Small Business: Pros, Cons, and Everything in Between

Are you looking for a reliable CRM software for your small business? Look no further than Insightly CRM. With its user-friendly interface and powerful features, it’s no surprise that this software is a top choice for many small business owners.

The Importance of CRM for Small Business

Before diving into the specifics of Insightly CRM, it’s important to understand why a CRM software is crucial for small businesses. Having a CRM system in place allows small businesses to:

1. Better Manage Customer Relationships

CRM software helps small businesses keep track of interactions with customers and prospects, making it easier to build and maintain relationships. It provides a centralized location for storing important customer data, such as contact information, purchase history, and preferences.

2. Streamline Sales and Marketing Efforts

With a CRM system, small businesses can build and execute targeted marketing campaigns, track leads, and manage sales pipelines more effectively. This streamlines the sales and marketing process and helps businesses to make informed decisions.

3. Boost Productivity

CRM software automates many time-consuming tasks, such as data entry and tracking, freeing up time for small business owners and employees to focus on more important tasks.

4. Enhance Data Security

CRM software provides secure storage for sensitive customer data, protecting both the business and its customers.

5. Improve Overall Business Performance

With better customer data and more streamlined processes, small businesses can make informed decisions that lead to improved overall performance and increased revenue.

What is Insightly CRM?

Insightly CRM is a cloud-based customer relationship management software designed specifically for small businesses. Founded in 2009, the software has quickly become a popular choice for small businesses looking for an affordable and easy-to-use CRM solution.

Advantages of Insightly CRM

1. User-Friendly Interface

Insightly CRM is known for its intuitive and user-friendly interface. The software is easy to navigate, and even users with limited technical skills can quickly learn how to use it.

2. Affordable Pricing

Insightly CRM offers a range of pricing plans to suit businesses of different sizes and needs. Their free plan is a great option for small businesses with limited budgets, while their paid plans offer more advanced features for larger businesses.

3. Customizable Dashboard

The dashboard in Insightly CRM is fully customizable, allowing users to choose which data and metrics they want to display. This helps businesses to stay focused on the data that matters most to them.

4. Integration with Other Tools

Insightly CRM integrates seamlessly with many other business tools, including email marketing software, invoicing software, and project management tools. This makes it easy for businesses to manage all their tools in one place.

5. Robust Reporting

Insightly CRM provides detailed reporting and analytics, allowing businesses to track the performance of their sales and marketing efforts. This data can be used to make informed decisions and improve overall business performance.

Disadvantages of Insightly CRM

1. Limited Customization

While Insightly CRM is highly customizable, it does have some limitations. Businesses with very specific needs may find that the software is not able to meet all their requirements.

2. Limited Integrations with Third-Party Tools

While Insightly CRM does integrate with many other tools, there are some popular tools that it does not yet support. This may be a drawback for businesses that rely heavily on these tools.

3. Limited Customer Support

Insightly CRM’s customer support is limited to email support during business hours. While the support team is generally responsive, businesses that require more immediate support may find this lack of options frustrating.

Insightly CRM in Action: Use Cases

Insightly CRM is a versatile tool that can be used in a variety of ways across different industries. Here are just a few examples of how businesses are using Insightly CRM:

1. Real Estate

Real estate agents can use Insightly CRM to manage their contacts and leads, track property listings, and automate marketing campaigns.

2. Nonprofit

Nonprofits can use Insightly CRM to track donor interactions, manage volunteer programs, and automate fundraising campaigns.

3. Consulting

Consultants can use Insightly CRM to manage client interactions, track project progress, and forecast revenue more accurately.

4. Retail

Retail businesses can use Insightly CRM to manage customer data, automate marketing campaigns, and improve customer service.

Insightly CRM Features and Pricing

The following table provides a summary of Insightly CRM’s features and pricing plans:

Feature Free Plus Professional Enterprise
Contacts, Organizations, and Leads Up to 2,500 Up to 100,000 Unlimited Unlimited
Custom Fields and Tags Limited Unlimited Unlimited Unlimited
Email Integration Outlook and Gmail Outlook, Gmail, and Yahoo Outlook, Gmail, and Yahoo Outlook, Gmail, and Yahoo
Project Management Up to 2 projects Unlimited Unlimited Unlimited
Reporting and Dashboards Limited In-Depth In-Depth In-Depth
Pricing Free $29/user/month $49/user/month Custom Pricing


1. Is Insightly CRM suitable for small businesses?

Yes, Insightly CRM is designed specifically for small businesses and offers a range of pricing plans to suit different budgets and needs.

2. How secure is Insightly CRM?

Insightly CRM takes data security seriously and offers a range of security features, including SSL encryption, two-factor authentication, and IP whitelisting.

3. Can Insightly CRM be integrated with other third-party tools?

Yes, Insightly CRM can be integrated with many other popular third-party tools, including email marketing software, invoicing software, and project management tools.

4. Does Insightly CRM offer a free plan?

Yes, Insightly CRM offers a free plan with limited features. This plan is a great option for small businesses with limited budgets.

5. Can Insightly CRM be used on mobile devices?

Yes, Insightly CRM has a mobile app that can be downloaded on both iOS and Android devices.

6. How does Insightly CRM differ from other CRM software?

Insightly CRM is designed specifically for small businesses and offers a user-friendly interface, customizable dashboard, and affordable pricing plans. It also integrates seamlessly with many other third-party tools.

7. Can I try Insightly CRM before I buy it?

Yes, Insightly CRM offers a free trial of their paid plans. This allows businesses to test out the software and see if it meets their needs before committing to a paid plan.

8. How often does Insightly CRM release updates?

Insightly CRM releases updates on a regular basis to improve performance and add new features. These updates are included in all pricing plans.

9. Is training available for Insightly CRM?

Yes, Insightly CRM offers training resources and support to help businesses get started with the software and get the most out of its features.

10. Can I cancel my subscription to Insightly CRM?

Yes, businesses can cancel their subscription to Insightly CRM at any time. However, cancellation policies and fees may vary depending on the specific plan and contract terms.

11. Can I use Insightly CRM for project management?

Yes, Insightly CRM includes project management features that allow businesses to track project progress, assign tasks, and collaborate with team members.

12. How is customer support in Insightly CRM?

Insightly CRM offers email support during business hours, as well as a knowledge base and community forum for self-help.

13. How long does it take to set up Insightly CRM?

Setting up Insightly CRM can take anywhere from a few hours to a few days, depending on the complexity of the business’s needs and the size of their customer database.


Insightly CRM is a top-rated CRM software that offers a range of powerful features for small businesses. With its affordable pricing plans, user-friendly interface, and robust reporting, it’s no wonder that so many businesses choose Insightly CRM as their go-to CRM solution. If you’re in the market for a CRM software, we highly recommend giving Insightly CRM a try.

Don’t wait any longer to take advantage of the many benefits that Insightly CRM has to offer. Sign up for a free trial today and see for yourself why so many businesses choose Insightly CRM.


While we have done our best to provide a comprehensive overview of Insightly CRM, it’s important to remember that every business has unique needs and requirements. We recommend taking the time to evaluate different CRM software options and choosing the one that best fits your business’s needs.

Thank you for taking the time to read our article on Insightly CRM for small businesses. We hope that you found it informative and helpful as you navigate the CRM software landscape.

Check Also

CRM Software for Trailers: Maximizing Efficiency and Customer Satisfaction

Revolutionize Your Trailer Business with a CRM Solution Are you tired of wasting valuable time …