Why and how to choose a CRM for sales.
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What to evaluate before buying: processes, integrations, migration, setup, and day-to-day adoption across the business.
Unified marketing, sales and after-sales.
The entire customer journey, connected and measurable.
Unifying everything in the CRM is simple: less rework, more visibility. The whole team sees the history, automates what is repetitive and focuses on what matters: relationships and revenue.
Your registered leads and prospects.
Know the profile of all your leads, prospects and customers, find it easily and have data on your ICP and persona.
No more forgotten leads in the funnel. View the status of each deal in real time, identify where the sale stalls and make quick decisions to beat the target. Less time organizing spreadsheets, more time closing contracts.
Visually organized sales cycle.
Organize and accompany each lead from first contact to closing, without losing timing.
With an organized sales cycle, you know who to approach, when to act and how to close more, with consistency and organization.
Integration with the main tools.
Your systems speaking the same language.
Centralize information across platforms - WhatsApp, CRM, Marketing, Support and Data - eliminate rework and gain end-to-end visibility.
Library of ready-made reports.
To monitor the team's pipeline, activities, productivity, conversions and performance without having to build from scratch.
Find out if "deals that came from campaign X" close faster and which channel has the highest win rate. Also see the revenue forecast by stage/category, targets and the team's "commit".
Follow-up cadences and automations.
Clear routines to advance opportunities without relying on manual control.
Automation comes in to ensure consistency: each contact receives the right next step, at the right time, with the right context. Less "hey, did you see it?" and more real progress in the pipeline.
Our customers speak for us.
+300 clients served globally and working in +15 industries.
"We were fortunate enough to hire Insight Sales during a CRM migration period and I can categorically state that we made an excellent choice. Insight navigates easily between theoretical, practical and technical attributes, finding solutions that perfectly fit the specific demands of our business. During the migration and configuration of HubSpot, the company's experience made the whole process as fluid as possible, introducing us to the tool, organizing the data and formatting all the resources according to our needs. Insight is a willing and hands-on company, so we received no shortage of attention throughout the consultancy period."
"When we were exploring the possibility of switching CRMs, we were fortunate to find Insight Sales. From our very first conversation—starting with choosing the right plans for the outcomes we wanted to achieve—we received full support and clear guidance from the Insight team, who were always responsive and attentive to our business needs.Throughout the build-out of our entire sales process—customer onboarding and records, contract issuance, and credit analysis—we were genuinely impressed. Insight proved to be a partner with deep expertise and command of the platform, and they consistently took the time to understand our product, customers, and business rules so that every idea, process, and automation was aligned accordingly.A year after implementation, we still have a top-tier partnership, and the support and consulting they provide is truly unmatched."
"With Insight Sales, we were able to organize our data, train the team, and fine-tune our funnel. In just five months, we increased sales by 260% and saw our average deal size grow by nearly 91%. It was a game-changer for our sales operation."
"Processes, strategy, and people—excellent support for process improvement, strategy development, and team growth."
"Our CRM was implemented by Saulo Cunha at Insight Sales, and I have nothing but great feedback! If you ask me what I regret most in all these years at Power Tuning, my answer is: ‘Not implementing a CRM sooner.’ After trying several options—and considering the volume of leads we have—we decided to go with HubSpot. If we’d had a CRM at Power five years ago, we’d be one step ahead of where we are today!"
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"We implemented Sales Hub and CMS with the Insight Sales team. Their support was incredibly proactive—we were able to solve our challenges, and it’s turned into a five-year partnership. They’ve exceeded expectations from day one. "
"Finding Insight Sales was a game changer when we began evaluating a new CRM platform. From our very first interactions, the team demonstrated a deep understanding of our context and supported us closely in defining the ideal plans and structure for our goals. Throughout the implementation, their level of technical and strategic maturity became clear. The entire sales process design—from the sales funnel, client registration, and contract generation to credit analysis workflows—was built in a personalized way, respecting our business rules and market reality. More than just executing, Insight showed a genuine interest in understanding our product, clients, and challenges, which made all the difference in the quality of the automations and integrations delivered. Even a year after implementation, the partnership remains extremely solid. The support, continuous consulting, and ability to evolve operations alongside our business make Insight Sales a top-tier partner, truly a cut above the rest."
"Technical expertise, accountability, and deep experience. They made implementing HubSpot incredibly easy. Above-average professionalism. Highly recommend!"
