Delight customers and achieve your goals while saving up to 30% off the entire Insightly platform.
Best value– save up to 30%
per user /month
All prices USD, billed annually
Automated, customized emails
Schedule outbound emails
Lead assignment and routing
Native Marketing and Service integration
Real-time connector to Marketing
Contact and organization management
Customizable sales processes
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 notes
Built-in business intelligence dashboards
Configurable, customizable reports
Customizable, real-time insight cards
Convert won opportunities to projects
Native project management
Configurable, automated workflows
Configurable profiles/page layouts
Custom page layouts
REST public API
Comprehensive audit logging
Complete workflow automation
Products, pricebooks, and quotes
Custom validation rules
AWS lambda authoring and execution
SAML and SCIM single-sign on
Supports AppConnect low-code, no-code integration
How many prospects do you have?
Marketing prospects included
Monthly email send volume
Email marketing automation
Email health reporting
Dynamic list segmentation
Hosted landing pages
Preview email before sending
A/B email testing
Email and landing page designer
Multivariate email testing
Native CRM and Service integration
Real-time CRM connector
Prospect and lead scoring and grading
Behavioral marketing analytics and automation
Advanced prospect tracking
Analytics tracking domains
Configurable profiles and page layouts
Zoom webinar registration
per agent /month
(All prices USD, billed annually)
Ticket email auto-response
Escalation rules and queues
SLA tracking and management
Web-to-object and ticket
Configurable email settings
Customer satisfaction surveys
Customizable insight cards
Create new opptys and tasks from existing tickets
Configurable roles and page layouts
Email templates and macros
Google, MS 365 integrations
Custom ticket automations
Unlimited brands and portals
per account /month
25,000 tasks per month
100,000 tasks per month
500,000 tasks per month
2 users included
5 users included
10 users included
2,000 prospects included
10,000 prospects included
20,000 prospects included
Up to 100,000
Up to 250,000
Up to 1,000,000
2 agents included
5 agents included
10 agents included
20% of license($3,000 minimum annually)
20% of license($3,000 minimum anually)
If you are already an Insightly customer, we can work on other custom pricing options that will provide to you similar value and benefits that will best meet your unique needs. Please contact your CSM or email@example.com to learn more.
Your success is our success at Insightly. And companies that are aligned across CRM, Marketing, and Support drive 2.5x more revenue than companies that are slow to align, share data, and communicate quickly. Guided Onboarding and Premier Success are designed to help you maximize your investment in Insightly. Learn more
A CRM helps capture customer data and automate sales functions, so you can create more velocity through your sales process. For example, if you don’t use a CRM, you might be capturing information on notes, or in Google sheets or docs. A CRM helps all your customer-facing teams understand and leverage customer data to help drive sales. It’s even more important in a remote-first or hybrid environment, in which information is best centralized.
Absolutely! Companies of all sizes benefit from a CRM. And in fact, if you are a small business, a CRM can help you organize and track pipelines so that you can do more to drive sales. If you have customers, you can benefit from CRM. Even if your customer base is small, no one can track every single interaction and keep all customer status up to date. It’s a powerful business tool that streamlines processes, gives valuable business insights, and virtually connects employees at your company so they can collaborate as a team, in real time. That’s something businesses of any size can use.
One of Insightly’s greatest benefits is how quickly and easily it can be customized, without the need for armies of IT and administrators to update it! Many of our customers have told us that they were able to quickly get up to speed on customization even if they had never used a CRM before. Insightly is built to be customized to suit the needs of your business.
Marketing automation software saves time and resources by streamlining and automating tasks and processes that marketers would otherwise do manually or not at all. It helps users to save time, produce better results, reduce human error, and use data to target specific groups. At the same time, it can increase your engagement with your leads, help convert more leads faster, provide ROI and data on your campaigns, and show how leads interact with your marketing assets.
Not at all! Companies of all sizes want to create awareness, generate leads, and communicate with prospects and existing customers. Insightly’s Marketing application makes it easy for large and small companies to align marketing and sales teams around metrics that matter and build their business efficiently.
You want every interaction your customer service team has to be a positive one. You can help them achieve that goal by providing a software platform that allows them to close tickets faster and deliver personalized experiences.
Insightly Service is a key part of Insightly’s unified suite of customer relationship management applications. It’s a service and support application that’s built natively within Insightly, connecting seamlessly with all the applications you use today to run your business. What does that mean to you? Mission-critical customer data is available to all your teams, in real time, empowering them to have more relevant conversations that drive customer satisfaction and success.
Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly CRM and hundreds of applications you use across your entire organization.
Insightly’s CRM, Marketing, and Service applications are built to provide insights for all teams in a single platform. New customers get up to 30% off the cost of Insightly CRM, Marketing, Service, and AppConnect when they purchase the platform.