Next step required
A deal without an activity is a red row.
CRM
Insightly for people who sell
Insightly combines CRM and project features for services businesses that sell and deliver.
A pipeline that matches the conversation
Insightly is tuned for Sales CRM: fewer dead fields, clearer stages, and follow-ups that do not live in someone’s head.
If a field does not change a forecast or a follow-up, it does not belong on the page.
Sales hygiene
What we keep visible
Shared context
Notes, calls, and emails sit on the contact.
Honest forecast
Stages mean something, or they get renamed.