Insightly

Following data shows why Insightly is recommended for listed teams. The Fit Score represents the percentage fit of Insightly to each company stages, as calculated by the SSIE.

• Solo / Indie

  $0–$2,000 MRR

  77
  • Data encryption at rest and in transit
  • Provides visual dashboards for tracking business performance

• Idea-Stage

  $0

  93
  • Data export and portability
  • Integrates third party apps for unified data flow

• Pre-Seed

  $0–$10k MRR

  93
  • Coordinates project management and sales tasks with teams
  • Centralizes customer and pipeline data in one place

• Seed

  $10k–$100k MRR

  93
  • Automates routine tasks and sales follow up workflows
  • Scores incoming leads automatically to prioritize sales efforts

• Series A

  $100k–$500k MRR

  93
  • Single sign-on with SAML and directory provisioning
  • Enterprise procurement path with custom contracts and DPA

• Scaleup

  $500k–$2M+ MRR

  93
  • SOC 2 - core enterprise certification
  • Generates marketing campaigns to grow sales pipeline

• Late-Stage

  $2M+ MRR

  93
  • Offers low code customization for specific business requirements
  • Pre-built third-party integrations

• Public / Enterprise

  $100M+ ARR

  77
  • Audit logs on the Sandboxes plan
  • Multiple support channels (chat, email)