Blog » Coaching Business »  Coaching CRM: Insightly

Coaching CRM: Insightly

Have you been searching for a user-friendly CRM tool that allows you to manage your business operations easily? If so, then Insightly CRM is the solution for you.

In this article, I will cover topics like features, pricing plans, and use cases of Insightly CRM. So let’s dive right in and see how Insightly CRM can help coaches reach their goals!

Coaching CRM: Insightly Insightly

What is Insightly

If you’re a coach, you understand the importance of building relationships with your clients. And if you’re looking for a CRM solution to help you manage those relationships, you may want to check out Insightly

Insightly is a customer relationship management (CRM) and project management tool designed to help small and medium businesses build relationships and manage projects from start to finish. It offers a suite of features that includes contact and lead management, task and project management, sales pipeline tracking, and more.

How Insightly Works

Insightly is a powerful project and customer relationship management tool that helps businesses of all sizes organize their data, streamline their processes, and increase productivity. Insightly enables users to manage contacts, track tasks, and projects, monitor performance metrics, collaborate with team members, and control expenses.

With its intuitive user interface and customizable features, Insightly helps teams maximize their efficiency by providing the tools they need to stay organized and on top of their work. By leveraging its advanced analytics capabilities, users can gain valuable insights into their performance and make better decisions for the future.

Key Features

Insightly is a CRM software that helps businesses of all sizes manage their customer relationships. The software includes a variety of features that allow businesses to track and manage their customers, sales, and projects. Some key features of Insightly include

Contact and Lead Management: Allows users to store and manage contact and lead information in a central location.

Sales and Pipeline Management: Provides tools to track and manage sales opportunities, including forecasting and reporting.

Project Management: Allows users to create and manage projects, assign tasks and collaborate with team members.

Marketing Automation: Includes tools for creating and managing marketing campaigns, email marketing, and lead nurturing.

Customizable Dashboards and Reports: Allows users to create custom dashboards and reports to track key metrics and performance.

Mobile App: Insightly has a mobile app that allows you to access and update your data on the go.

Integrations: Insightly integrates with a wide range of apps, such as Office 365, Google Apps, MailChimp, and Zapier, making it easy to connect with other systems.

Collaboration and Permission: Allow teams to collaborate on tasks, projects and accounts. Set up permissions and access levels for team members.


Insightly offers several pricing plans for businesses of different sizes and needs. The cost of Insightly varies depending on the number of users and the features included in the plan. 

The Basic plan is free and includes two users and access to core CRM features. The Plus plan is $29 per user per month and includes additional features such as sales forecasting, marketing automation, and custom fields. The Professional plan is $49 per user per month and includes additional features such as project management, web forms, and advanced reporting. The Enterprise plan is $99 per user per month, with available customizations. 

It’s worth noting that Insightly also offers a free trial for all their plans, so you can test the software before committing to a subscription.


Insightly is a user-friendly and customizable CRM software that offers a range of benefits for businesses of all sizes. Some of the main pros of Insightly include: it has an easy-to-navigate interface, it offers a wide range of integrations, it has a mobile app, it allows for collaboration and permission management, it’s affordable with different pricing plans including a free basic plan, it has robust sales and pipeline management features, it includes marketing automation feature, it allows for customization of fields, forms, and reports. Insightly can help businesses to manage their sales, marketing and customer service activities in an organized and efficient way, streamlining communication and improving overall performance.


Like any software, it also has some limitations. Insightly’s automation capabilities are limited compared to other CRM software. While Insightly allows for some customization, it may not be as flexible as other CRM software. 

Insightly does have some integration options, but it may not have as many options as other CRM software. It’s worth noting that these limitations may not apply to all businesses, and the specific needs of a business will determine if these cons outweigh the benefits of using Insightly.


Insightly is an award-winning CRM platform that helps businesses build better customer relationships and streamline sales processes. It offers powerful features, and Insightly users can easily manage their contacts and tasks across multiple platforms. 

Additionally, Insightly’s intuitive user interface makes it easy for both experienced and first-time CRM users. Whether you’re a small business or a large enterprise, Insightly has the features to keep your customer relationships strong and your sales process running smoothly.

Frequently asked questions

What is Insightly used for?

Insightly is a cloud-based CRM software for managing and organizing sales, marketing, and customer service activities. It provides businesses with tools to track leads and contacts, manage sales pipelines, organize projects, automate marketing tasks, and generate custom reports. Insightly is user-friendly and customizable, making it suitable for businesses of all sizes. It also integrates with various apps, allowing better collaboration and data sharing.

Is Insightly free?

Insightly offers several pricing plans, including a free trial for all of its plans for businesses of all sizes. After the trial and experience, you will need to upgrade to one of the paid plans (Plus, Professional, or Enterprise) tailored to your business needs and the number of users.

Who is Insightly best for?

Insightly is an effective tool for coaches who want to streamline their client management process. It helps coaches keep track of their clients, manage their appointments, and monitor progress easily. Insightly also allows coaches to create custom workflows and templates that can be used to automate tasks such as onboarding new clients or sending out reminders for upcoming sessions. 
Additionally, Insightly provides powerful analytics and reporting features that can help coaches better understand the performance of their coaching business. With Insightly, coaches can gain valuable insights into the effectiveness of their coaching services and make informed decisions about how they operate. Therefore, it can be a great tool to help coaches to manage and grow their businesses.

0 Comment

Leave a Comment