Insightly offers businesses the opportunity to try their CRM software for free. This software is designed to cover all aspects of managing a successful business including leads and sales. The project management aspect of the CRM program from Insightly allows business owners to track everything related to any existing project using either the pipeline or milestone method. Both methods track the different stages of a project from current tasks to completion. In addition to tracking the tasks and events associated with a project, the CRM software from Insightly is also capable of compiling emails to make sending information to contacts easier. It could also be used to set tasks to automatically recur on a regular basis, which is a great way to stay on top of any potential follow-ups or meetings. Employees also have the ability to post notes directly on the project's pages to stay current with updated information.