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Guide to Insightly CRM System

Guide to Insightly CRM System


Pricing (single user, as of February 2023): 

  • Plus: $29/month 
  • Professional: $49/month 
  • Enterprise: $99/month

Consultant experiences and comments on Insightly

Name of consultant: John Nantz

Comments: It offered the best combo when we assessed this (about 5 years ago) of simplicity, comprehensiveness, and price. It’s worked very well for us for both contact tracking and opportunity tracking — we use opportunity identified, validated, conducting context discussion, submitted proposal, and then won/lost/abandoned. We use David Fields’ system and segment contacts based on closeness and contact type (e.g., decision maker etc.). Then pull contacts quarterly to reach out to. It’s critical for tracking contacts and opportunities; you can’t scale well without a CRM, it’s essential.

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