Plus

$29

Per user/month, billed annually

(All prices USD)

Included features

Included featureAdditional cost

Find and manage leads

• Lead management

• Automatic duplicate detection

• Mass emailing

• Email templates

• Schedule outbound emails

• Visualize leads with kanban

• Web to lead capture

• Automatic social profile enrichment

Build stronger customer relationships

• Contact and organization management

• Task and event management

• Relationship linking

• Attach files from cloud storage

Sell more productively

• Opportunity management

• Customizable sales processes

• Apply task and event activity sets

• Assign sales teams

• Batch update records with ease

Work from any device

• Native Android and iOS mobile apps

• Real-time mobile data synchronization

• Mobile business card scanning

• Mobile contact and calendar integration

• Mobile voice notes

Deliver projects

• Integrated project management

• Milestones and associated task tracking

• Calendar synchronization

• Configurable project processes

• Convert won opportunities to projects

Business intelligence platform

• Built-in business intelligence dashboards

• Configurable reports

• Customized report scheduling and emailing

Collaborate across the company

• Integration with Google G-Suite Login, Calendar, and Docs

• Integration with Microsoft Office 365 Login, Calendar, and OneDrive

• Slack integration with AI bot

• Insightly Outlook add-in

• Insightly Gmail add-in

Model and automate business processes

• Roles and permissions

• Configurable profiles and page layouts

Connect to any application

• Over 250 integrations to business apps

• Published web services API

• Calendar sync

• Contact sync

• Gmail integration

• Outlook integration

• Cloud file storage integration

Get the most out of Insightly

• Standard Support plan

Most popular

Professional

$49

Per user/month, billed annually

(All prices USD)

Included features

Included featureAdditional cost

Find and manage leads

• Lead management

• Lead assignment and routing

• Automatic duplicate detection

• Mass emailing

• Email templates

• Schedule outbound emails

• Visualize leads with kanban

• Web to lead capture

• Automatic social profile enrichment

Build stronger customer relationships

• Contact and organization management

• Task and event management

• Relationship linking

• Attach files from cloud storage

Sell more productively

• Opportunity management

• Customizable sales processes

• Integrated phone dialer and call logging

• Automatic call analysis and reporting

• Apply task and event activity sets

• Assign sales teams

• Batch update records with ease

Work from any device

• Native Android and iOS mobile apps

• Real-time mobile data synchronization

• Mobile business card scanning

• Mobile contact and calendar integration

• Mobile voice notes

Deliver projects

• Integrated project management

• Milestones and associated task tracking

• Calendar synchronization

• Configurable project processes

• Convert won opportunities to projects

Business intelligence platform

• Built-in business intelligence dashboards

• Customizable real-time insight cards

• Build and share customized BI dashboards

• Configurable reports

• Customized report scheduling and emailing

Collaborate across the company

• Integration with Google G-Suite Login, Calendar, and Docs

• Integration with Microsoft Office 365 Login, Calendar, and OneDrive

• Slack integration with AI bot

• Insightly Outlook add-in

• Insightly Gmail add-in

Model and automate business processes

• Complete workflow automation

• Custom object creation

• Roles and permissions

• Configurable profiles and page layouts

• Configurable webhooks

Connect to any application

• Over 250 integrations to business apps

• Published web services API

• Configurable outbound webhooks

• Calendar sync

• Contact sync

• Gmail integration

• Outlook integration

• Cloud file storage integration

Get the most out of Insightly

• Standard support plan

• Customized Support & Service plans

• Professional services

• Developer API support

Enterprise

$99

Per user/month, billed annually

(All prices USD)

Included features

Included featureAdditional cost

Find and manage leads

• Lead management

• Lead assignment and routing

• Automatic duplicate detection

• Mass emailing

• Email templates

• Schedule outbound emails

• Visualize leads with kanban

• Web to lead capture

• Automatic social profile enrichment

Build stronger customer relationships

• Contact and organization management

• Task and event management

• Relationship linking

• Attach files from cloud storage

Sell more productively

• Opportunity management

• Customizable sales processes

• Integrated phone dialer and call logging

• Automatic call analysis and reporting

• Apply task and event activity sets

• Assign sales teams

• Batch update records with ease

Work from any device

• Native Android and iOS mobile apps

• Real-time mobile data synchronization

• Mobile business card scanning

• Mobile contact and calendar integration

• Mobile voice notes

Deliver projects

• Integrated project management

• Milestones and associated task tracking

• Calendar synchronization

• Configurable project processes

• Convert won opportunities to projects

Business intelligence platform

• Built-in business intelligence dashboards

• Customizable real-time insight cards

• Build and share customized BI dashboards

• Configurable reports

• Customized report scheduling and emailing

Collaborate across the company

• Integration with Google G-Suite Login, Calendar, and Docs

• Integration with Microsoft Office 365 Login, Calendar, and OneDrive

• Slack integration with AI bot

• Insightly Outlook add-in

• Insightly Gmail add-in

Model and automate business processes

• Complete workflow automation

• Custom object creation

• Products, Price Books and Quotes

• Custom validation rules

• Calculated fields on any object

• Roles and permissions

• Configurable profiles and page layouts

• Deploy custom apps on any platform

• Lambda function authoring and execution

• Configurable webhooks

• Dynamic page layout rules

Connect to any application

• Over 250 integrations to business apps

• Published web services API

• Configurable outbound webhooks

• Schedule serverless lambda functions

• Calendar sync

• Contact sync

• Gmail integration

• Outlook integration

• Cloud file storage integration

Get the most out of Insightly

• Standard support plan

• Customized Support & Service Plans

• Professional services

• Developer API support

To speak with a human being, call: 1-888-999-4039

Expand all All features Some features Additional cost

Compare Plans

Plus

Professional

Enterprise

Find and manage leads

• Lead management Manage and track leads and qualify prospects

• Lead assignment and routing Automatically route incoming leads to the right reps based on your criteria

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• Automatic duplicate detection Improve data quality by ensuring leads are not duplicated

• Mass emailing Send custom, templated, and tracked emails to targeted lists of leads or customers

• Email templates Improve productivity with templated emails and track open and reply rates

• Schedule outbound emails Send emails to prospects and customers at exactly the right time, automatically

  —

• Visualize leads with kanban Drag and drop leads to move deals along visually in kanban view

• Web to lead capture Capture new leads on any web page and filter out spam automatically so you never lose a hot prospect

• Automatic social profile enrichment Social network profiles are automatically appended to records so you have the full picture of every contact and lead

Build stronger customer relationships

• Contact and organization management View a complete picture of every contact and organization including history, communications, activities, and linked items

• Task and event management Sync calendar events and track assigned tasks so nothing falls through the cracks

• Relationship linking Map and better understand complex customer relationships through flexible record linking

• Attach files from cloud storage Attach and link files from any Dropbox, OneDrive, Google Drive, and Box account.

Sell more productively

• Opportunity management Manage and track all the details of every deal with stages, pipelines, and custom fields

• Customizable sales processes Customize multiple sales pipelines for each sales process, and assign activity templates to each stage

• Integrated phone dialer and call logging Place and receive phone calls with click to call, and log and record every call automatically

  —

• Automatic call analysis and reporting Track phone call frequency and length, and filter and report on call logs.

  —

• Apply task and event activity sets Assign a templated sequence of tasks and events to leads, opportunities, projects, or organizations.

• Assign sales teams View which sales team members worked on every deal

• Batch update records with ease Filter, select, and update the details of any number of records in Insightly from any list view

Work from any device

• Native Android and iOS mobile apps Utilize the power of Insightly from anywhere with our award-winning mobile applications

• Real-time mobile data synchronization The Insightly mobile apps are always up to date and in sync

• Mobile business card scanning Take photos of business cards from your phone and automatically convert them to contacts or leads

  15 25 50

• Mobile contact and calendar integration Automatically sync with the contacts and calendar apps on your phone

• Mobile voice notes Record audio notes into Insightly from the microphone on your phone.

Deliver projects

• Integrated project management Track projects, milestones, and all correspondence and project activities in Insightly

• Milestones and associated task tracking Track milestones and schedule and assign associated tasks

• Calendar synchronization Sync tasks and events to your work calendar

• Configurable project processes Build templates of tasks and event sets, and apply them to projects in one click

• Convert won opportunities to projects Move all the way from leads into opportunities and then to projects in Insightly, and preserve all data at every step

Business intelligence platform

• Built-in business intelligence dashboards Build beautiful dashboards with over 40 different chart types and drag-and-drop configurable layouts

• Customizable real-time insight cards Create sophisticated charts and graphs, and share them with co-workers on any dashboards

  — 100 Unlimited

• Build and share customized BI dashboards Share complete dashboards or individual charts and graphs with co-workers

  —

• Configurable reports Flexible reports with groupings, totals, summaries, and drag-and-drop field selection

• Customized report scheduling and emailing Schedule reports to run at any time and have the results emailed to the right people, automatically

Collaborate across the company

• Integration with Google G-Suite Login, Calendar, and Docs The most popular CRM to integrate with the full suite of Google G-Suite productivity tools

• Integration with Microsoft Office 365 Login, Calendar, and OneDrive Utilize Insightly from Outlook on your phone or computer, link to OneDrive files, and login to insightly with your Office credentials

• Slack integration with AI bot Add the Insightly Slack AI bot and get CRM data within Slack

• Insightly Outlook add-on Get the power of Insightly and all your customer and sales data right inside Outlook

• Insightly Gmail add-on Use our complete CRM integration inside Google Gmail with our add-on

Model and automate business processes

• Complete workflow automation Automate and orchestrate workflow tasks, sending emails, updating records, executing custom code, firing webhooks, and much more

  —

• Custom object creation Store any type of data inside Insightly and relate it to contacts, organizations, sales, or projects with granular permissions

  —

• Products, Price Books and Quotes Price products and deliver quotes, directly from within the CRM

  — —

• Custom validation rules Author validation checks to suit your business and it’s processes

  — —

• Calculated fields on any object Powerful formula engine can execute and store complex calculations in any object

  — —

• Roles and permissions Set granular roles and permissions for objects and data access for different users

  2 Unlimited Unlimited

• Configurable profiles and page layouts Control read/write permissions for fields in any object for different users

  2 Unlimited Unlimited

• Deploy custom apps on any platform Build sophisticated custom apps and deploy them across web and mobile in minutes

  — —

• Lambda function authoring and execution Create and execute custom code within Insightly in any one of five languages when records are created or updated

  — —

• Configurable webhooks Send HTTP notifications to any endpoint when records are added or changed

  —

• Dynamic page layout rules Tailor business processes, field visibility, and required fields on the fly from user input

  — —

Connect to any application

• Over 250 integrations to business apps Insightly integrates with a large range of business applications right out of the box

• Published web services API Access our comprehensive REST API at no additional cost

• Configurable outbound webhooks Send HTTP notifications to any endpoint when records are added or changed

  —

• Schedule serverless lambda functions Create and execute custom code within Insightly in any one of five languages when records are created or updated

  — —

• Calendar sync Sync events with Google or Microsoft Office calendars

• Contact sync Sync contact details with Google Contacts

• Gmail integration Access Insightly information and save records from within Gmail

• Outlook integration Access Insightly information and save records right from within Outlook

• Cloud file storage integration Attach and link files from any Dropbox, OneDrive, Google Drive, and Box account.

Get the most out of Insightly

• Standard support plan Access email-based support, Insightly’s comprehensive Help Center, and Community Forums.

• Customized Support & Services Plan Not sure what help you’ll need? Call us and we’ll configure a Support & Service Plan just for you.

  —

• Professional services Not sure how CRM can help you reach your business goals? We have professional experts to help you. Call us for a tailored proposal.

  —

• Developer API support Connect Insightly to any app or system with the help of our Developer support plans.

  —

Free for 2 users

Insightly's original, no-frills plan lets you and a business partner manage contacts, sales, and projects all in one place.

All day support

Our Success Programs provide guidance, phone support, and training to help you get the most out of Insightly CRM.

Experience Insightly CRM for yourself