INSIGHT CRM is made for EVERYONE building online businesses - especially online service providers, consultants and educators who are ready to simplify their systems and show up with more ease. If you offer things like 1:1 sessions, group programs, memberships, courses, masterminds, digital products, events or done-for-you services, then you’ll feel right at home here. INSIGHT CRM gives you the tech, tools and templates to bring it all together, without needing a whole stack of platforms or a full-time VA to make it work.

Here are the most common tools our members use, that can now be replaced by INSIGHT CRM:

INSIGHT CRM replaces so-called all-in-ones like Kartra, Kajabi, Ontraport, Systeme and more

INSIGHT CRMreplaces product and billing platforms like ThriveCart, SamCart, GumRoad, Stan Store and more

INSIGHT CRM replaces email platforms like ActiveCampaign, MailChimp, Flodesk, ConvertKit and more

INSIGHT CRM replaces client management platforms like Dubsado, Honeybook, HelloBonsai and more

INSIGHT CRM replaces course hosting platforms like Teachable, Thinkific, Learnworlds and more

INSIGHT CRM replaces community platforms like Mighty Networks, Skool, Discord, Facebook groups and more

INSIGHT CRM replaces form and contract signing platforms like JotForm, Typeform, HelloSign and more

INSIGHT CRM replaces social scheduling platforms like Metricool, Hootsuite, Later, Loomly, Tailwind and more

Due to the nature of our digital products like templates and bonus resources inside of our member accounts, we don't offer free trials. However, we're genuinely so happy to answer any questions you might have via email and chat, and can even send you resources and additional videos to help you get all the clarity you need to feel confident in and excited about your decision to join INSIGHT CRM. Get in touch via our chat widget or reach out to us at [email protected] if you have questions.

We get feedback from our members every day about how incredibly supported they feel using INSIGHT CRM . This is because of our in-house, live support team available right inside your INSIGHT CRM Live Chat Widget for 247 support. We also have our wonderful bot, INSIGHT CRM who helps our members when they need instant answers. Over and above this, our team has worked meticulously to create both written and video step-by-step, comprehensive help guides in-house for almost every feature and scenario you can think of. Our biggest rule at INSIGHT CRM ? Is to never stay stuck! Simply reach out, and we'll be there to support you.

INSIGHT CRM integrates with Stripe, PayPal, Square, Authorize.net and NMI

Daily! Unlike other platforms who are slow to roll out new features, INSIGHT CRM releases brand new features and upgrades to the platform every workday. If there are certain features you need that are missing, there's an extremely high chance it's already in development and due to be released soon. Getting your business on to INSIGHT CRM means you will constantly be at the cutting-edge of technology - with zero need to keep hopping platforms or adding new subscriptions required.

INSIGHT CRM integrates with Facebook Pages, Instagram, TikTok, LinkedIn, Google My Business, YouTube and Pinterest. You can even schedule your content to these platforms from inside of INSIGHT CRM- including direct posting of Reels and TikToks (with no manual pushing required!)

You can technically manage multiple businesses inside one INSIGHT CRM account – things like websites, funnels, forms, and social media scheduling can all be separated and managed under the same roof. But, there are some limitations to be aware of that might impact your setup:

Only one Stripe and PayPal integration per account

Only one email sending domain

Only one custom client portal domain

Only one connected Google or Facebook business profile for reviews/reputation

Because of these limitations – especially when it comes to separating client communications, payment systems, and branding – we usually recommend having a separate INSIGHT CRM account for each business. It’ll give you a much smoother backend and avoid any confusion between your clients.

That said, if you’re happy to manually segment your systems and the limitations above don’t impact you, it is possible to keep both inside one account using separate folders, tags, and workflows to keep everything tidy.

To learn more about the capabilities and limitations, please

You can cancel anytime. Your subscription will continue to re-bill monthly or annually (based on which plan you select) until you cancel, which we're sure you won't want to do!

The pre-built templates that we provide are one of the biggest perks and differences of INSIGHT CRM, made specifically with Coaches, Educators + Service Providers in mind. We release templates to help you shortcut and implement as quickly as possible. These get automatically pre-loaded into your account, ready for you to customise and launch in just a few clicks.

Right now, you can enjoy the following templates:

Lead generation funnel

Freebie delivery email sequence

Welcome email sequence

Client emails

Home pages

About page

Contact page

Blog page

Sales pages

Opt-in pages

Thank you pages

Terms + conditions page

Privacy page

Yes! You can absolutely connect an unlimited number of custom domains to your INSIGHT CRM account. That said, just a heads up: you can only have one email sending domain per account. So if you're planning to run multiple businesses from the same account, it’s worth considering how that might impact your email setup.

INSIGHT CRM has been built on top of an existing enterprise-level software platform, HighLevel. Just as you might build a website and shop on top of WordPress, we've built on top of this base software and then added:

Our own Advanced CRM trainings that enhance your marketing automation skills and drive measurable business results

Our own 24/7 tech support team for prompt and personalized assistance.

Our own built-in strategy templates — complete with pre-designed websites, automated funnels, and proven email sequences.

Our own agency to provide done-for-you services such as funnel builds and automated customer journeys.

Everything has been created with Consultants, Service Providers, Agencies and Educators in mind.

This arrangement is a huge win for you as an INSIGHT CRM member. You get to access enterprise-level software that's been around for over a decade, with millions of dollars invested into its R&D and ongoing operations. This means there is a dedicated team of software engineers monitoring the platform 24/7 PLUS constant updates with the latest features and security enhancements. No other platform rolls out as many new features as we do - meaning your INSIGHT CRM experience is always at the cutting edge of technology.

Everything you see listed as unlimited in our plans is truly that - unlimited. All pricing is clear and transparent.

We have chosen to keep our pricing low and affordable, with more inclusions than most businesses will ever use or need. If you are like most users who do NOT plan to use: Phone calls, SMS, premium integrations, email verifications or send over 10,000 emails per month... Then your plan usage is completely unlimited.

If you DO plan to use those optional add-ons, we have implemented a simple pay-as-you-go system for just $0.0001 - $0.002 USD per use. In addition, we provide $10 USD in complimentary credit to your account wallet every single month, which is equivalent to 10,000 emails. However, you can use this credit on any optional services that you like. Scroll down this page to use our email cost calculator if you're a high-volume sender.

This is the simplest and fairest way to keep INSIGHT CRM Plan's accessible and affordable for everyone!

If you already have a website that you love, you can absolutely keep it right where it is and still be able to make use of INSIGHT CRM's features. For example, you can link or embed your INSIGHT CRM forms and calendars onto your existing website so the data flows seamlessly into your INSIGHT CRM.​ You can still make use of our funnels, blog, courses, communities and more and all of these features will still look beautifully cohesive with your existing website.

Love the look of INSIGHT CRM but don't want to set it up yourself? We would adore to support you. You can view our services here.

Yes, you can absolutely add team members to your INSIGHT CRM account - and as many as you like! Whether you’ve got a small support team or a growing crew of VAs, assistants, or coaches, you can invite them in and assign different permissions so they only see what they need to. You stay in full control of what’s visible to who.

Yes, you can host multiple websites inside your INSIGHT CRM account - and there’s no limit to how many you can create. That means you can build out websites for different offers, audiences, or projects all under one roof. Each website can have its own custom domain too, so it all looks and feels polished and professional. That said, if you’re planning to run multiple separate businesses under one INSIGHT CRM account, there are a few limitations to be aware of - like only having one email sending domain, Stripe account, and client portal domain.

Yes, we sure do - two in fact!

For you and your team: You’ll use the LeadConnector app, which lets you manage your INSIGHT CRM account on the go. From replying to leads and checking bookings to tracking conversations and tasks, you’ll have the essentials at your fingertips.

For your members or students: They’ll use the Kollab app to access any courses, communities or memberships you’ve created on INSIGHT CRM. It’s a beautifully simple way for your people to stay engaged - without needing Facebook or other platforms. There’s also an option to white-label this app under your own business name and branding for an additional fee per month!

The list is honestly almost too long to type! INSIGHT CRM natively integrates with heaps of popular platforms – things like Stripe, PayPal, Zoom, Google Calendar, Outlook, Facebook, Instagram, TikTok, Xero, QuickBooks and more. You can connect your social media accounts for scheduling, your ad accounts for tracking, your payment processors for seamless transactions – the essentials are all there. And for anything we don’t integrate with directly, you can usually bridge the gap using webhook tools like Zapier, Make or Pabbly. Just look for "LeadConnector" as the app name (since INSIGHT CRM is built on HighLevel) and you’ll be able to connect with thousands of other platforms. If there’s a specific tool you’re wondering about, just reach out and we’ll let you know what’s possible – chances are, there’s a way!

You can absolutely optimise your website's SEO directly within INSIGHT CRM's Website Builder. You'd navigate to the page you'd like to update, for example your home page, then click on Edit and when you're in the editor you can click on SEO Metadata and from there you'll be able to customise your page titles, descriptions, keywords and even add canonical links for SEO purposes

INSIGHT CRM was intentionally built to serve online coaches, educators, consultants, and service-based business owners - so it’s not designed for use in the medical or health industry where HIPAA compliance is a legal requirement. As such, we have chosen not to pursue HIPAA registration considering our target customers are not in the health or medical field.

That said, we’re built on HighLevel’s enterprise-grade infrastructure, hosted by trusted providers like Google Cloud Platform and Amazon Web Services. Your data is stored on globally recognised platforms that follow strict security and privacy standards, including ISO 27001. These providers also conduct regular penetration testing and maintain robust IT security and data processing protocols.

INSIGHT CRM runs on GoHighLevel’s infrastructure, which uses trusted hosting providers like Google Cloud Platform and Amazon Web Services. In addition to our own GDPR policy, we have an Data Protection Agreement (DPA) signed directly between GoHighLevel and INSIGHT CRM to ensure clear, compliant data handling at every level. Our system allows users to access, update, request, or delete personal data, and we utilise consent-based communication. In addition, we enforce strict processes for data access, including limited team access, two-factor authentication, and access logging.In addition, we maintain internal documentation of our data handling processes and review them regularly to stay aligned with evolving regulations.

When it comes to your business being GDPR compliant, it’s important to understand that no platform alone can make you compliant, despite what fear-mongering you may see online. You need to have your own policies and practices in place - irrespective of the tools you use. GDPR isn’t a badge or certification you either “have” or “don’t have.” It’s an ongoing legal responsibility that requires you to properly document, process, store, and protect personal data over time.

As the data controller, you’re responsible for:

Obtaining user consent

Managing your privacy policy

Handling data access or deletion requests

Defining what data you collect and how you use it and more.

INSIGHT CRM acts as the data processor, following your instructions and ensuring that the infrastructure supporting your business complies with GDPR. And with a direct Data Processing Agreement (DPA) in place between GoHighLevel and INSIGHT CRM, you can be confident that your platform is backed by a legally binding commitment to secure, compliant data processing.

Yes, you absolutely can! INSIGHT CRM has a built-in affiliate manager that lets you set up and run your own affiliate programs with ease. You can create campaigns for different offers, assign unique links to your affiliates, track their referrals and commissions, and even customise your payout structure (flat fee or percentage). You’re also able to add affiliates automatically through a form and onboarding workflow, making it super simple to grow your referral network. One thing to note: each affiliate campaign is tied to a specific offer or funnel, rather than one global program - so if you’re selling multiple products or services, you can create separate campaigns with different commission rates for each. That gives you a lot more flexibility and control. Payments can be made via PayPal, bank transfer, or manually - whatever suits you best.