About Company
Pricing of Insightly
Plus (CRM)
USD 29
/User/Month
USD 0
- Lead management
- Automated
- customized emails
- Email templates
- Web-to-lead capture
- Kanban view
- Native Marketing and Service integration
- Real-time connector to Marketing
- Contact and organization management
- Opportunity management
- Customizable sales processes
- Task management
- Relationship linking: contacts
- organizations
- Batch update records
- Attach files from the cloud
- Insightly mobile app
- Real-time data synchronization
- Mobile business card scanning
- Mobile contact and calendar integration
- Mobile voice
Professional (CRM)
USD 49
/User/Month
USD 0
- Includes features of Plus plan
- plus
- Lead assignment and routing
- Schedule outbound emails
- Custom queues
- Customizable
- real-time insight cards: 100
- Role-based permissions: Unlimited
- Configurable profiles/page layouts: Unlimited
- Custom page layouts
- Custom fields: 100
- Webhooks
- Complete workflow automation
- Custom objects
- Supports AppConnect low-code
- no-code integration
- Includes features of Plus plan
- plus
- Lead assignment and routing
- Schedule outbound emails
- Custom queues
- Customizable
- real-time ins
Enterprise (CRM)
USD 99
/User/Month
USD 0
- Includes features of Professional plan
- plus
- Customizable real-time insight cards: Unlimited
- Custom fields: 200
- Comprehensive audit logging
- Field-based permissions
- Calculated fields
- Products
- pricebooks
- and quotes
- Custom validation rules
- AWS lambda authoring and execution
- SAML and SCIM single-sign on
- Includes features of Professional plan
- plus
- Customizable real-time insight cards: Unlimited
- Custom fields: 200
- Comprehensive audit logging
- Field-based permissions
- Calculated fields
- Products
- price
Plus (Marketing)
USD 99
/Month
USD 0
- Marketing prospects included: 2000
- Monthly email send volume: 5x prospects purchased
- Email marketing automation
- Journey builder
- Email health reporting
- Dynamic list segmentation
- Hosted files
- Hosted forms: 10
- Hosted landing pages: 10
- Preview email before sending
- A/B email testing
- Email and landing page designer
- Prospect scoring
- Native CRM and Service integration
- Real-time CRM connector
- Webinar integration
- Behavioral marketing analytics and automation
- REST API
- Built-in business intelligence dashboa
Professional (Marketing)
USD 499
/Month
USD 0
- Marketing prospects included: 10
- 000
- Monthly email send volume: 10x prospects purchased
- Includes features of Plus (Marketing) plan
- plus
- Hosted forms : 50
- Hosted landing pages : 50
- Multivariate email testing
- Prospect profiles and grading
- Advanced prospect tracking
- Analytics tracking domains: 3
- Webhooks
- Customizable
- real-time insight cards: 100
- Role-based permissions: Unlimited
- Configurable profiles and page layouts: Unlimited
- Custom fields: 100
- Custom objects
- Zoom webinar registration
- Supports
Enterprise (Marketing)
USD 999
/Month
USD 0
- Marketing prospects included: 20
- 000
- Monthly email send volume: 15x prospects purchased
- Includes features of Professional (Marketing) plan
- plus
- Hosted forms : Unlimited
- Hosted landing pages : Unlimited
- Comprehensive audit logging
- Analytics tracking domains: 20
- AWS lambda authoring and execution
- Customizable
- real-time insight cards: Unlimited
- Custom fields: 200
- SAML and SCIM single-sign on
- Calculated fields
- Custom validation rules
- Marketing prospects included: 20
- 000
- Monthly email send volume:
Insightly AppConnect
USD 249
/Month
USD 0
- 25
- 000 tasks per month
- 100
- 000 tasks per month
- 500
- 000 tasks per month
- Hundreds of App Connectors
- Speed and Simplicity
- Scalable and Secure
- Additional 25
- 000 tasks per month: $249
- Required onboarding: $2500
- 25
- 000 tasks per month
- 100
- 000 tasks per month
- 500
- 000 tasks per month
- Hundreds of App Connectors
- Speed and Simplicity
- Scalable and Secure
- Additional 25
- 000 tasks per month: $249
- Required onboarding: $2500
Plus (Service)
USD 29
/User/Month
USD 0
- Comprehensive ticket editor
- Ticket auto-assignment
- Ticket email auto-response
- Escalation rules and queues
- Knowledge base
- SLA tracking and management
- Web-to-object and ticket
- Configurable email settings
- Built-in business intelligence dashboards
- Configurable
- customizable reports
- Create new opptys and tasks from existing tickets
- Role-based permissions: 2
- Configurable roles and page layouts: 2
- Email templates
- Custom fields
- public API
- Macros
- Comprehensive ticket editor
- Ticket auto-assignment
- Ticket
Professional (Service)
USD 49
/User/Month
USD 0
- Includes features of Plus plan
- plus
- Configurable roles and page layouts: Unlimited
- Custom ticket automations
- Portal customization
- Custom objects
- Custom queues
- Supports AppConnect low-code
- no-code integration
- Includes features of Plus plan
- plus
- Configurable roles and page layouts: Unlimited
- Custom ticket automations
- Portal customization
- Custom objects
- Custom queues
- Supports AppConnect low-code
- no-code integration
Enterprise (Service)
USD 99
/User/Month
USD 0
- Includes features of Professional plan
- plus
- Comprehensive audit logging
- Role-based permissions: Unlimited
- Custom validation rules
- Calculated fields
- Unlimited brands and portals
- AWS lambda authoring and execution
- SAML and SCIM single-sign on
- Includes features of Professional plan
- plus
- Comprehensive audit logging
- Role-based permissions: Unlimited
- Custom validation rules
- Calculated fields
- Unlimited brands and portals
- AWS lambda authoring and execution
- SAML and SCIM single-sign on
Plus (Insightly All-in-One)
USD 349
/Month
USD 0
- Insightly CRM – Plus
- Insightly Marketing – Plus
- Insightly Service – Plus
- Insightly AppConnect – 25k
- CRM users: 2 users included
- Additional CRM Users: $29 per User per Month
- Marketing prospects: 2
- 000 prospects included
- Additional Marketing prospects: Up to 100
- 000
- Service agents: 2 agents included
- Additional Service agents: $29 per User per Month
- AppConnect onboarding – required: $2500
- Guided product onboarding – required: $1500
- Premier Success Program – required: 20% of license ($3
- 000 minimum
Professional (Insightly All-in-One)
USD 899
/Month
USD 0
- Insightly CRM – Professional
- Insightly Marketing – Professional
- Insightly Service – Professional
- Insightly AppConnect – 25k
- CRM users: 5 users included
- Additional CRM Users: $49 per User per Month
- Marketing prospects: 10
- 000 prospects included
- Additional Marketing prospects: Up to 250
- 000
- Service agents: 5 agents included
- Additional Service agents: $49 per User per Month
- AppConnect onboarding – required: $2500
- Guided product onboarding – required: $1500
- Premier Success Program – required: 20% of
Enterprise (Insightly All-in-One)
USD 2
/Month
USD 0
- Insightly CRM – Enterprise
- Insightly Marketing – Enterprise
- Insightly Service – Enterprise
- Insightly AppConnect – 100k
- CRM users: 10 users included
- Additional CRM Users: $99 per User per Month
- Marketing prospects: 20
- 000 prospects included
- Additional Marketing prospects: Up to 1
- 000
- 000
- Service agents: 10 agents included
- Additional Service agents: $99 per User per Month
- AppConnect onboarding – required: $2500
- Guided product onboarding – required: $1500
- Premier Success Program – required: 20% of
Key Features of Insightly
- Website Visitor Tracking
- Lead Nurturing
- Lead Management
- Landing Pages
- Email Drip Campaigns
- Channel Management
- Campaign Segmentation
- Analytics (ROI Tracking)
- Multivariate Testing
- Timeline View
- Time & Expense Tracking
- Task Management
- Status Tracking
- Resource Management
- Project Planning
- Portfolio Management
- Percent-Complete Tracking
- Milestone Tracking
- Issue Management
- Project Templates
- Idea Management
- Kanban Board
- Recurring Task Management
- Requirement Management
- IT Project Management
- Budget Management
Specification
Deployment:
Cloud Hosted
Customer Support:
Business Hours,Online (Ticket)
Customization:
No
Languages Support:
English
Who uses Insightly
Personal
SMEs
Enterprises
Company Details
- Company Name: Insightly
- Headquarter: San Francisco, California United States
- Website: Visit Website
- Social Media:
Description
Insightly Video
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User Reviews 
Write a Review
Powerful CRM tool for small sized business with great features
PROS & CONS
What are the best aspects of this product?
Our sales, project managers and accounting team are all in one place and on the same page with our clients. We don’t need to lose time in sharing mails anymore. Insightly helps us to make easy transition of opportunities to projects. We can even link emails and add contract for each project. We are using the tag features to distinguish projects and we are able to assign owners as well.
What aspects are problematic or could work better?
They need to improve their integration with Quickbooks, because the connection is not stable at all. Also, we have to revert contracts back to project managers instead of having an easy access via mobile device. The feature for reporting is good, but when clients sign multiple contracts or even duration of the client lifecycle the long-term profiles cannot be found. Also, there is a delay when we try to link accounts or contacts to other companies.
What specific problems in your company were solved by this product?
Insightly helps us to improve the connection between our departments. Our clients have feeling like every employee in the organization has the same understanding about their needs.
Are you a current user of this product?
Yes
- Laura
Well-designed tool for better customer relations
PROS & CONS
What are the best aspects of this product?
Insightly caters perfectly to our business needs. It is well-designed and is highly customizable. It enables us to effectively manage all our business relations.
What aspects are problematic or could work better?
I have had no problems with using Insightly, so far. On the contrary, I am happy with the product itself as well as with their customer service. Insightly is user-friendly and comes with a lot of functionalities. They have an awesome support team that promptly attends to our queries.
What specific problems in your company were solved by this product?
Insightly functions as both a CRM and a project management tool. It is packed with a lot of awesome features, integrates well with other social media platforms, and provides a way to reach our customers easily.
Are you a current user of this product?
No
- Hunter
Fantastic CRM tool with many beneficial features
PROS & CONS
What are the best aspects of this product?
Insightly is a really amazing software that provides us with contact integration, side bar extension and integration with Gmail. We are able to create tasks, projects, activity sets, we can even manage our client’s relationships and we can develop systematic courses of action so we can attract new clients. Great CRM tool that helps in every management department. We are able to keep track of our client relationship via Leads to Opportunities and Customer tools.
What aspects are problematic or could work better?
In my opinion, they need to improve their integration with Outlook and to increase the functionality in Gmail side bar.
What specific problems in your company were solved by this product?
We are using it to manage our existing client relationship, to perform tasks and to maintain a consistent and accurate contact list. Our sales team use this app to track leads and opportunities.
Are you a current user of this product?
Yes
- Martha
Perfect CRM tool for medium-sized businesses
PROS & CONS
What are the best aspects of this product?
Insightly is a CRM tool that can be integrated with several social media platforms. It is a reliable solution for customer engagement, project management, and data storage. I highly value my relationship with my clients and this tool helped me gain insights on how to serve them better.
What aspects are problematic or could work better?
It took some time for me to be fully acquainted with all of Insightly’s features. I have had a very good experience using it so far, but I would like it better if I can use it to send HTML emails.
What specific problems in your company were solved by this product?
This CRM tool is cost-friendly and is perfect for medium-sized businesses. It has helped me create quotes more efficiently. It is also easily accessible from a mobile device. Overall, I could say that I am extremely satisfied with Insightly.
Are you a current user of this product?
No
- Marshall
Insightly has a lot of great features
PROS & CONS
What are the best aspects of this product?
Insightly empowers you with a better understanding of your business. Several tasks can be performed with this tool. It comes handy for storing and organizing data, scheduling and tracking events, and managing projects at large. I find its calendar and Gmail integration features to be particularly useful.
What aspects are problematic or could work better?
I would have a better experience with using Insightly if their customer service would improve. It would also be nice if they could add more functionalities to their Gmail integration feature.
What specific problems in your company were solved by this product?
With this tool, I can provide better service to my clients. It allows me to store and get easy access to my data. In addition, it gives me the benefit of having several integrations that I have not had the privilege of trying before. It helps me become more organized and deliver quality outcomes.
Are you a current user of this product?
No
- Colleen
FAQ's
Insightly has 13 plans,
- Plus (CRM) USD 29 /User/Month
- Professional (CRM) USD 49 /User/Month
- Enterprise (CRM) USD 99 /User/Month
- Plus (Marketing) USD 99 /Month
- Professional (Marketing) USD 499 /Month
- Enterprise (Marketing) USD 999 /Month
- Insightly AppConnect USD 249 /Month
- Plus (Service) USD 29 /User/Month
- Professional (Service) USD 49 /User/Month
- Enterprise (Service) USD 99 /User/Month
- Plus (Insightly All-in-One) USD 349 /Month
- Professional (Insightly All-in-One) USD 899 /Month
- Enterprise (Insightly All-in-One) USD 2 /Month
Insightly is the CRM Software Used for the below functionalities
Top 5 Insightly features
- Website Visitor Tracking
- Lead Nurturing
- Lead Management
- Landing Pages
- Email Drip Campaigns
Insightly provides Business Hours,Online (Ticket) support.
Insightly is not allowing Free Trial.