Insightly is the best free CRM for basic needs

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samiaseo222
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Joined: Sun Dec 22, 2024 3:58 am

Insightly is the best free CRM for basic needs

Post by samiaseo222 »

While Insightly is nowhere near as popular as the leading CRMs like HubSpot or Salesforce, we recommend giving its free plan a go.

Insightly is a great CRM for businesses who want to build and enhance existing client relationships. But that's something most CRMs can do, so don't expect anything special in that area.

On the other hand, Insightly focuses on board members email list combining sales and project management. This combo helps users to identify sales opportunities and link them with project deliverables, which can in turn boost sales.

Insightly free plan offers these features:

Up to two people
Contact management, sales, and projects
Custom fields to track your data
Project management features like milestones and task tracking
Calendar syncing
Mobile app
Google Workspace integration
Insightly Free CRM: Pros

Up to two users
Some features for managing projects
Integrations with 250 apps
Mobile app
Insightly Free CRM: Cons

Sign-up requires your contact and business info
Free plan is not transparent
The Verdict:

Insightly is a free CRM solution with lower profile compared to other CRM market leaders, with a strong emphasis on integrating sales and project management. It will benefit the businesses who aim to streamline operations and increase sales through better project deliverables alignment.
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