---
title: "Insightly CRM Is on The CRM Sushi Podcast #1"
description: Insightly CRM is an easy-to-use, flexible CRM that is affordable and feature-rich. If you need a core CRM for your new business, take a look at this.
image: https://thesaleswhisperer.com/hubfs/_Podcast_Images/CRM%20Sushi%20Podcast%201%20Insightly%20CRM%20Wes%20Schaeffer.jpg
---
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Jun 13, 2025
# Insightly CRM Is on The CRM Sushi Podcast #1
 [Wes Schaeffer](https://thesaleswhisperer.com/blog/author/wes-schaeffer)
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## "Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide."
## What You'll Learn In This Episode of The CRM Sushi Podcast...
- Insightly is the CRM for the SMB space (Small to Medium Business)
- Their ideal customer has between 1 - 200 employees
- Native project management
- Convert sales opportunities to a project
- Also integrated with QuickBooks, Gmail, Google Apps, etc
- Easy-to-use CRM
- They think beyond the CRM to track post-sale interaction to drive repeat business
- Who's the ideal customer for Insightly?
- How they handle onboarding
- What are "Insightly Heroes"?
- What are "activity sets"?
- Are they an ESP (Email Service Provider)?
- How do they handle mobile?
- Can they scan business cards?
- How do they handle voice notes?
- How do they integrate with Gmail?
- Do they have a Chrome extension?
- How do they integrate with Outlook 2013 and Office 365?
## Catch Up on The Previous Episode of The CRM Sushi Podcast
## Links Mentioned In The CRM Sushi Podcast
- [Demo Insightly CRM](https://www.insightly.com/)
- Follow [Insightly on X](https://twitter.com/insightlyapp)
- Find [The Best CRM For You](https://thesaleswhisperer.com/best-crms) with this free tool
- Schedule a free, private, live, interactive [demo of HubSpot here](https://thesaleswhisperer.com/best-crms)
[](https://thesaleswhisperer.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLU6CETzjDQ4Y%2BNkaBv0%2Fa5uDFY5%2FLSMI9uGMrnVaPy2euUvkonAaWWpjPoI82xu4QBMRl%2FWhnjLrXS%2F8YjB44D8hvI%2BFHxvfFvAHPO%2FPUZwaAfco37QVx0D8hNEbOr5j9Vc2ijGjY91IAl4VsI9vGxgvuDvED%2F7%2FzsWXYnat4mjk1kz5NniOxu2p2o7CyfBBpPXXY6iaN7FAnN0YgFn8an&webInteractiveContentId=184500196010&portalId=443614)
[The Sales Podcast](https://thesaleswhisperer.com/blog/topic/the-sales-podcast), [CRM Sushi Podcast](https://thesaleswhisperer.com/blog/topic/crm-sushi-podcast)
## Related posts
[](https://thesaleswhisperer.com/blog/hello-phello-crm)
[The Sales Podcast](https://thesaleswhisperer.com/blog/topic/the-sales-podcast), [CRM Sushi Podcast](https://thesaleswhisperer.com/blog/topic/crm-sushi-podcast), [Sales Training](https://thesaleswhisperer.com/blog/topic/sales-training)
## [Hello Phello on The CRM Sushi Podcast](https://thesaleswhisperer.com/blog/hello-phello-crm)
 [Wes Schaeffer](https://thesaleswhisperer.com/blog/author/wes-schaeffer)
Jun 13, 2025
Welcome to the Personal Relationship Manager \[ LISTEN NOW ON APPLE PODCASTS \]
[Read more](https://thesaleswhisperer.com/blog/hello-phello-crm)
[](https://thesaleswhisperer.com/blog/nocrm-crm-sushi)
[The Sales Podcast](https://thesaleswhisperer.com/blog/topic/the-sales-podcast), [CRM Sushi Podcast](https://thesaleswhisperer.com/blog/topic/crm-sushi-podcast)
## [nocrm.io on The CRM Sushi Podcast](https://thesaleswhisperer.com/blog/nocrm-crm-sushi)
 [Wes Schaeffer](https://thesaleswhisperer.com/blog/author/wes-schaeffer)
Jun 13, 2025
Action-based lead management system Selling is a process Actions must be performed at the right...
[Read more](https://thesaleswhisperer.com/blog/nocrm-crm-sushi)
[The Sales Podcast](https://thesaleswhisperer.com/blog/topic/the-sales-podcast)
## [CompanyHub on The CRM Sushi Podcast](https://thesaleswhisperer.com/blog/companyhub)
 [Wes Schaeffer](https://thesaleswhisperer.com/blog/author/wes-schaeffer)
Jun 13, 2025
Automate Your CRM Without Writing a Single Line of Code \[ LISTEN NOW ON APPLE PODCASTS \]
[Read more](https://thesaleswhisperer.com/blog/companyhub)
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