Insightly CRM pricing plans
Plus
$29
Per user/month, billed annually
(All prices USD)
Included features
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
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
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
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
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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
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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
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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
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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
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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
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Contact sync Sync contact details with Google Contacts
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Gmail integration Access Insightly information and save records from within Gmail
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Outlook integration Access Insightly information and save records right from within Outlook
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Cloud file storage integration Attach and link files from any Dropbox, OneDrive, Google Drive, and Box account.
Get the most out of Insightly
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Standard support plan Access email-based support, Insightly’s comprehensive Help Center, and Community Forums.
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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.
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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.