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

  —

• 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

  —

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

  —

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.

  —

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

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