Insightly setup
Pipelines and records configured for how you sell and deliver.
- Opportunity pipelines and stages
- Stage probabilities
- Custom fields and layouts
- Users and permissions
Insightly setup & management
setup · admin · automation
Insightly CRM Management
We set Insightly up for sales and delivery, connect won opportunities to projects, and manage the CRM month to month.
- Insightly setup — Pipelines and records configured for how you sell and deliver.
- Pipelines and projects — Sales handing over to delivery without re-typing anything.
- Ongoing admin — Monthly admin for users, fields and reporting.
- Integrations — Insightly connected to calling, email and data sources.
From $100 a month Month to month, no minimum term
Works with 
Probability set per pipeline stageActivity sets create tasks at a stageWon opportunities convert to projectsCustom fields count toward storageWritten scope and price before you start
What we do on Insightly
Insightly setup, management and automation
Pick one of them or all of them.
Pipelines and projects
Sales handing over to delivery without re-typing anything.
- Activity sets for each stage
- Opportunity-to-project conversion
- Project pipelines
- Tested before rollout
Ongoing admin
Monthly admin for users, fields and reporting.
- User changes
- Field and report requests
- Custom field and storage use kept in check
- Monthly review
Integrations
Insightly connected to calling, email and data sources.
- Call logging from your dialer
- Email and calendar
- Imports and mapping
- Integration monitoring
Onboarding
How we start on Insightly
Including how access is granted in Insightly.
-
Tell us what you need
Setup, projects, admin or a clean-up.
-
A user with the access the work needs
An administrator adds us, with admin rights only if the scope includes configuration.
-
Build and test
Pipelines and activity sets built and tested on test records first.
-
Handover or monthly admin
With ongoing admin, requests are handled every week.
Real situations
When teams bring us in on Insightly
Won work gets lost on the way to delivery
When a deal closes, project details are re-typed and something always goes missing.
What we doWe connect opportunities to projects so won work arrives in delivery with its details.
Nobody believes the forecast
Stage probabilities were never set properly, so the forecast does not match reality.
What we doWe set stages and probabilities that reflect how your deals actually close.
The same tasks, created by hand every time
Each new project or stage starts with someone typing the same checklist.
What we doWe build activity sets so the standard tasks appear on their own.
From Insightly’s own documentation
Cost
Priced for a small team, and it stays that way
One monthly fee for Insightly, with no minimum term.
From
$100/month
The starting price, for a single pipeline and a small team. Most teams this size need nothing more.
Not included — so there are no surprises
- Your Insightly licence — you keep your own account and billing
- Building new integrations to other systems — a separate one-off project
- Data migration from another system
- Bespoke development inside Insightly beyond configuration
Your price in writing within 2 working days.
Insightly limits
The Insightly limits that decide how it should be run
From Insightly’s own documentation, with sources.
Checked September 2026. Plans change.
Free download
The CRM clean-up checklist
12 checks to find duplicates, dead deals and broken automations, and stop them coming back.
Dialers that integrate with Insightly
Integrate Insightly with your dialer
Still typing call notes into Insightly? We connect Insightly to any of these 22 dialers, phone systems and AI voice agents once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.
From the blog
Further reading
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
CRM
HubSpot vs Pipedrive for a small sales team
Pipedrive is built around the pipeline; HubSpot around one shared database for sales and marketing. A practical comparison of the limits and quirks that decide it.
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
Questions
Insightly CRM management — common questions
How does Insightly forecast revenue from a pipeline?
Each pipeline stage can carry a probability percentage. If you usually win 20% of deals at proposal, setting 20% there makes the forecast reflect it.
What are activity sets in Insightly?
Collections of predefined tasks and events. Tied to a pipeline stage, they are created automatically when a record reaches that stage.
Can a won opportunity become a project in Insightly?
Yes. A closed-won opportunity can be converted into a project, so the delivery team starts with the sales context.
Do custom fields affect storage in Insightly?
Yes. Custom fields count toward your storage limit, and each plan limits the number of custom fields per object.
How much does Insightly management cost?
From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.
Is there a minimum term?
No. It is month to month with 30 days’ notice.
Free 30-minute call · no obligation
Talk to us about Insightly
Thirty minutes on what you need from Insightly, whether it is on this list or not.
- Insightly setup — Pipelines and records configured for how you sell and deliver.
- Pipelines and projects — Sales handing over to delivery without re-typing anything.
- Ongoing admin — Monthly admin for users, fields and reporting.
InsightlySetup & management
Scope and priceIn writing, within 2 working days
No minimum term30 days’ notice
✓ FREE SCOPE CALL · NO COMMITMENT
Book a Free 30-Minute Call
Get a custom integration plan for your exact CRM + Dialer stack.
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