Insightly Service pricing plans

Plus

$29

Per agent/month, billed annually

(All prices USD)

Included features

Up-Down-Arrow-Maker
Included feature Additional 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 agent/month, billed annually

(All prices USD)

Included features

Up-Down-Arrow-Maker
Included feature Additional 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 agent/month, billed annually

(All prices USD)

Included features

Up-Down-Arrow-Maker
Included feature Additional 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 Not Included

Compare Plans

Plus

Professional

Enterprise

Custom ticket automations

Macros

Custom and scheduled reports

Service Level Agreement (SLA) management

Business hours (single schedule in Plus)

Dashboard cards (customize with Pro and Enterprise)

Knowledge base articles (multiple versions, languages with Pro and Enterprise)

Customizable role-based permissions

Configurable page layouts

Community forums

Portal customization

Custom objects

Custom queues

Field-level security

Ticket sentiment and keyword analysis*

Customer satisfaction surveys*

Integrations

Custom validation rules

Calculated fields

Custom apps

Dynamic page layouts

Unlimited brands and portals

Comprehensive audit logging

Experience Service and the unified platform