Project Management System
Yor smart project management starts here
Organize tasks, speed up planing, collaborate in real-time, and never miss a deadline again with us.
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Ratings
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15 Sales
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55.00 $ USD
Who Benefits from Our Solution
Business Owners & Entrepreneurs
They use Insight CRM to streamline client management, track sales, and monitor projects in one place for faster growth.
Project Managers
It helps them plan, assign, and track tasks efficiently, ensuring projects are delivered on time and within budget.
Sales & Marketing Teams
They rely on the CRM to capture leads, manage pipelines, and convert opportunities into long-term customers seamlessly.
Freelancers & Consultants
Insight CRM allows them to manage multiple clients, invoices, and projects without hassle, improving productivity and client satisfaction.
Key Features
Best Solution to Grow Your Business with Insight CRM.
Subscription Packages
Appointment System
Easily schedule and manage appointments anytime, anywhere.
Messaging
Custom Field
Multiple Currency
Access Control
Rating & Feedback
Share ratings and feedback to improve services and enhance customer experience.
Multi Language
SEO Optimization
SEO optimization boosts visibility and traffic.
Social Media Sharing
Verified Badge
Advanced Search
Project Videos
Check out some of our videos about Insignt CRM.
Smarter planning for confident execution
Insight helps teams turn ideas into results through clear planning, smooth collaboration, and organized project progress.
Project roadmap overview- Team collaboration space
- Progress tracking charts
- Resource allocation insight
Superadmin management dashboard
Insight CRM’s Superadmin Dashboard provides a comprehensive overview of all projects, users, and system activities in one convenient interface.
- Total active agencies
- Total agencies
- Total invoice
- Revenue chart
Admin management dashboard
Insight CRM provides a unified admin dashboard to monitor projects, track performance, and manage teams efficiently in a single view.
- Total clients
- Active projects
- Projects status
- Admin revenue chart
SaaS package subscription management
Insight CRM allows Superadmins to create and manage SaaS packages, enabling admins to launch projects efficiently and control subscription plans.
- Package creation
- Subscription plan setup
- Renewal management
- Multi-project support
Superadmin insights for all agencies
Insight CRM allows Superadmins to manually create and manage SaaS agencies, offering full oversight of setup, users, and configurations.
- Agency creation
- Admin assignment
- Status control
- Detailed reports
Project management and oversight
Insight CRM allows admins to manage projects seamlessly, tracking progress, resources, and deliverables to achieve business objectives effectively.
- Project tracking system
- Task assignment control
- Deadline monitoring tools
- Resource allocation view
Quick actions with context menu
The Context Menu enables fast, seamless actions on selected items, improving workflow efficiency and reducing navigation time for users.
- Item-specific options
- Right-click access
- Time-saving shortcuts
- Enhanced user control
Bulk project selection and actions
Effortlessly select multiple projects at once and perform actions like exporting or deleting, saving time and improving workflow efficiency.
- Multi-project selection
- Export selected items
- Quick action toolbar
- Delete selected items
Flexible grid and list project views
Projects in both grid and list formats for better organization, flexible management, and improved visibility across all tasks and workflows.
- Switchable views
- Task overview
- Project organization
- Enhanced control
Project overview dashboard
Insight CRM provides a dedicated project dashboard, offering a clear view of tasks, team progress, and timesheets for efficient project management.
- Task progress tracking
- Team timesheet overview
- Milestone visualization
- Pending task highlights
Project milestones management
Key project milestones provide clarity, keep teams aligned, and enhance focus, helping projects progress smoothly and achieve goals efficiently.
- Milestone overview
- Progress visualization
- Task coordination
- Team collaboration
Project task management
Projects stay organized with clear task assignments, real-time progress visibility, deadline clarity, and team activity tracking across all projects.
- Task assignment
- Real-time tracking
- Deadline tracking
- Project overview
Task management with kanban board
A clear visual board that displays project tasks, workflow stages, and overall progress to improve collaboration and team productivity.
- Task drag-and-drop
- Visual workflow display
- Progress stage tracking
- Customizable columns
Timelines with Gantt chart
Gain real-time insights into project progress, task ownership, and deadlines with interactive Gantt charts designed to streamline team collaboration.
- Task progress overview
- Real-time project updates
- Team workload display
- Interactive visual timeline
Secure project file upload
Seamless file handling between admins and clients with secure uploads, downloads, and sharing, improving collaboration and ensuring timely project completion.
- Easy file upload
- Quick file download
- Secure file storage
- Client file access
Seamless project meeting
Admins and clients can easily collaborate on projects through our built-in live meeting feature, enabling real-time discussions, faster decision-making, and seamless communication.
- Live video meetings
- Real-time collaboration
- Admin Control
- Instant decision-making
Advanced filters for faster search
Insight CRM helps locate projects by category, client, status, staff, or budget, making project tracking faster and more efficient.
- Category-based search
- Status-wise filter
- Client-specific results
- Budget range selection
Roles and permission management
Insight CRM allows defining roles with specific permissions, controlling user access and actions efficiently across projects and tasks.
- Predefined role groups
- Custom permission sets
- Permission assignment overview
- User activity tracking
All events organized in calendar view
Insight CRM’s Event Calendar provides a clear view of past and upcoming events, offering detailed information for better planning and awareness.
- Timeline of events
- Record of past events
- Event tracking overview
- Event type filters
Insight CRM premium addon integration
Premium addons bring additional features to Insight CRM, enhancing project management capabilities and improving overall efficiency.
- Seamless connectivity
- Expanded functionality
- Custom module options
- Streamlined workflow
Common Questions
If you don't see an answer to your question, you can send us an email from our contact form.
Insight CRM is an all-in-one business management solution that includes Project Management, POS, HRM, Inventory, and Customer Support modules in one platform.
Yes, Insight CRM comes with Project Manager, POS, HRM, Inventory Manager, and Customer Support included. No extra purchase is needed.
No, the SaaS version is only available with the Extended License. The Regular License does not include SaaS functionality.
Yes, you can customize modules, branding, and settings to fit your company’s workflow and business needs.
Yes, Insight CRM supports unlimited users with role-based access control for Admin, Staff, and Customers.
The system supports multiple payment gateways (PayPal, Stripe, Razorpay, Flutterwave, Paytm, offline Payment and Paystack) and integrates for local or international payments.
Yes, after purchasing, you’ll receive regular updates with new features, improvements, and security enhancements.
Yes, the POS and Inventory modules support multiple branches, warehouses, and location-based management.
After your purchase, you’ll get 6 months of free technical support where we’ll assist with any application-related issues. You’ll also have access to future updates at no extra cost, along with documentation to help you manage your platform smoothly. If you need continued support after 6 months, you can easily renew it.
Yes, the HRM module includes employee management, attendance tracking, leave management, and payroll processing features.
Customers Review
We prioritize customer feedback. Our dedicated team promptly addresses concerns and delivers effective solutions to ensure a smooth and excellent business experience.
Insight CRM’s feature-rich platform delivers everything we need—task tracking, client management, and automation—boosting our team’s efficiency and enhancing overall business operations seamlessly.
Coriss Ambady
Financial Analyst
Insight CRM’s customizability is outstanding—tailoring workflows, fields, and user roles to fit our business needs perfectly. It’s flexible, scalable, and truly built for growth.
Cory Zamora
Marketing Specialist
Insight CRM impresses with its clean, intuitive design—easy to navigate, user-friendly, and professionally crafted. The design quality enhances user experience and boosts team productivity.
Nikolas Brooten
Sales Manager
Insight CRM elevated our marketing efforts—automated campaigns, tracked leads effectively, and improved conversion rates. A powerful tool for maximizing marketing potential and driving business growth.
Coriss Ambady
Financial Analyst
Insight CRM’s code quality is exceptional—stable, well-structured, and highly maintainable. It ensures smooth performance, easy customization, and long-term reliability for our business operations.
Jackie Sanders
Investment Planner
Insight CRM’s documentation is clear, comprehensive, and easy to follow—enabling quick setup, seamless customization, and efficient onboarding for our team. A true time-saver.
Laura Widerski
Sales Specialist
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