@insightly

The modern, affordable CRM teams love. Insightly is now a part of the @unbounce go-to-market solutions product suite.

Joined December 2009
Choosing a CRM in 2026? This guide compares 8 top platforms on AI, usability, support & more, so you can find your best fit. Get the side-by-side breakdown: bit.ly/49ET99r
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AI won't run your pipeline review. But it can get your CRM ready before the meeting starts. Download the 3-step pipeline review playbook from 30 Minutes to President's Club for more: bit.ly/4iLojil
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Proposals used to take a full day after every sales call. For Ishan Manchanda and his team at @thegrowthspree, an MCP connection and a Claude skill now do the heavy lifting. See inside an AI-native agency → bit.ly/4gqXIGs
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Your reps shouldn't be surprised by a meeting that happens every single week. They should know exactly what's coming and show up ready. Get the 30MPC x Insightly pipeline review toolkit and build a repeatable deal review process 👉 bit.ly/3QrfnV4
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Is project management built-in or bolted on to your CRM? Bolted-on means a second tool and re-entered data. Built-in means a closed deal becomes a trackable project instantly. See how the analysts at SelectHub compare Insightly to Monday CRM: youtu.be/_bwlFZSRiiU?si=0nCd…
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Reddit threads. YouTube reviews. Discord chats. Your buyers are evaluating you there before they get to your website. Talia Wolf (CEO at @getuplift_ ) explains what that means for GTM teams, and how her emotional targeting framework can help → bit.ly/3TbbQf0
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Pipeline reviews shouldn't be CRM cleanup. They should be where you catch risk before it kills your forecast. Get the 30MPC x Insightly pipeline review toolkit and build a better system for spotting risk and improving forecast accuracy 👉 bit.ly/3QrfnV4
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Are you managing sales and delivery in separate tools? When project management is built into your CRM, sales context carries straight into the project. No second tool, no re-entry. SelectHub breaks down the best CRMs for consultancy firms in 2026: youtube.com/watch?v=76rFIADP…
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Are you reaching out to prospects at the right time? Learn the 7 buying signals sales reps should look for and how to prioritize your accounts in the 2026 outbound efficiency playbook: bit.ly/3RXnb1D
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We won. 🏆 Insightly took home Best CRM Overall at the 2026 CRMmys. This one's for our customers, partners, and team: crm.org/crmmys/2026-results #CRMmys2026
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Is AI making your outreach better or just faster? Join us this Wednesday for AI prompts and clear structures to help you write quality outreach that cuts through the noise instead of adding to it. 📆 June 17th @ 11am ET Save your seat: bit.ly/4euOkAH
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Outbound is only getting harder, so we went straight to the experts who are fixing. 1 playbook. 6 sales experts. 8 sections that cover every stage of the outbound motion. Get the playbook and start fixing your outbound: bit.ly/3RXnb1D
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Want better AI-generated sales outreach? Start by cleaning up the CRM. John Barrows joins Closing Time to explain why CRM hygiene is the first step to making AI useful for outbound. Watch the full episode for his 5-step framework → bit.ly/3R6cVni
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Here’s a cheat code to take back your Monday mornings. Start syncing emails in Insightly CRM. It keeps every conversation in one place, summarizes long threads, and even suggests replies when you’re stuck. Less busywork, more selling.
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Stop asking buyers what keeps them up at night. John Barrows explains why stronger outbound starts with understanding personas beyond job titles—so reps can show up with context and a real POV. Watch the full episode for his 5-step framework → bit.ly/3R6cVni
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Your CRM is only as good as the data in it. If your team is manually logging emails—or skipping it entirely—you're sacrificing time and customer relationships. Insightly email sync captures and threads conversations automatically. Learn more → bit.ly/4t2gCYw
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Pipeline reviews shouldn’t be story time + CRM cleanup. Get the 30MPC x Insightly pipeline review toolkit and build a better system for spotting risk, tightening next steps, and improving forecast accuracy 👉bit.ly/3QrfnV4
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This spring, we’re proud to be named a G2 High Performer in the U.S. and Canada, all thanks to our customers. 🚀 Your reviews help shape our product, guide our roadmap, and push us to keep getting better. 👉 See why teams trust Insightly: insightly.com/customer-quote…
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Outbound is getting harder—lower reply rates, more noise, and AI “personalization” that misses the mark. Philip Ilic shares how LinkedIn enables smarter outbound with warmbound + signal-based outreach. Watch the full episode of Closing Time → bit.ly/4tEClGG
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Your CRM should connect all the dots between the tools your business uses. From the first meeting booked → to generating and sending the proposal → all the way to tracking the invoice. Powerful CRM integrations without the complexity—that’s Insightly AppConnect. 🚀
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The teams that get the most value from their CRM usually have a few things in common: ✅ Easy to adopt ✅ Customizable without heavy technical effort ✅ Automation & integrations reduce manual work instead of adding to it Is your CRM supporting your business or slowing it down?
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