Insightly CRM pricing plans

Plus

$29

Per user/month, billed annually

(All prices USD)

Included features

Up-Down-Arrow-Maker
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

Professional

$49

Per user/month, billed annually

(All prices USD)

Included features

Up-Down-Arrow-Maker
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

Up-Down-Arrow-Maker
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

    —

  • 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

  • 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

Insightly Voice

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

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

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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

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  • 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.

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  • 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.

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

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Insightly Voice

Insightly Voice is a completely integrated CRM telephony solution that leverages your CRM data and the Insightly integrated platform.

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 Support & Service Plans provide guidance, phone support, and training to help you get the most out of Insightly CRM.

Experience Insightly CRM for yourself