Insightly
Affordable all-in-one CRM for small teams
4.0From $29/user/moBest for Budget-conscious small funds and syndicates
CRM SMB Affordable
Overview
Insightly is a general-purpose CRM (now part of the Unbounce family) combining pipeline management, project delivery, marketing automation and app connectivity at small-business prices. It has no venture-specific data model, but small funds and syndicates use it as a cheap, flexible system of record — custom objects can approximate deals, LPs and portfolio contacts. A pragmatic choice when budget matters more than VC-native workflows.
Key features
- Pipeline and opportunity management
- Custom objects and page layouts
- Built-in project management post-close
- Marketing automation (separate module)
- AppConnect integration builder
Pros
- Strong value at the low end of the CRM market
- Custom objects flex to fund workflows with effort
- Project tracking after a closed deal is a nice touch
Cons
- No venture data model — relationships and rounds are DIY
- No email/network auto-capture like relationship-intelligence CRMs
- Advanced features gate behind higher tiers