Test Page Glitch | Insightly

Products&Plans CRM

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Most Popular

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Sell smarter, grow faster and build lasting customer relationships with Insightly.

Plus

per user /
month

Try For Free Try For Free

Most popular

Professional

per user /
month

Try For Free Try For Free

Enterprise

per user /
month

CONTACT SALES CONTACT SALES

Create stronger pipeline

Lead management

Effectively track, manage, and qualify leads.

Automated, customized emails

Send custom, templated and tracked emails to targeted lists.

Email templates

Save time and streamline process with reusable templates.

Web-to-lead capture

Easily capture leads from your web pages.

Kanban view

Visualize your lead pipeline at a glance, and move leads through the pipeline with simple drag-and-drop functionality.

Lead assignment and routing

Ensure accuracy with data entry and when executing automation with custom validation rules.

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Schedule outbound emails

Schedule email sends to enhance convenience, flexibility, and timing.

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Build strong customer relationships

Native Marketing and Service integration

Create long-lasting customer relationships and grow your business faster with a truly integrated data platform.

Real-time connector to Marketing

Sync all records that share data across the CRM and Marketing apps.

Contact and organization management

View the complete picture of every contact and org, including all history, communications, activities, and links.

Opportunity management

Drive sales velocity with control over your pipeline of opportunities.

Customizable sales processes

Create unique pipelines depending on the needs of your lines of business and product attributes.

Task management

Assign unique task sequences and events to leads, opportunities, projects, and organizations, empowering teams to move faster and more efficiently.

Relationship linking: contacts, organizations

Understand your prospects and customers better and have more effective conversations with links between contacts and organizations.

Batch update records

Filter, select, and update records in bulk.

Attach files from the cloud

Easily attach and link files from any Dropbox, OneDrive, Google Drive, and Box account.

Custom queues

Organize and manage tasks, opportunities, projects, and leads with customizable queues that support your unique business processes.

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Sell from anywhere, on any device

Insightly mobile app

Use Insightly from anywhere, at any time.

Real-time data synchronization

Get access to the source of truth about customers with synchronized data across Insightly.

Mobile business card scanning

Automatically populate business card contact data right in Insightly.

Mobile contact and calendar integration

Auto-sync with the contact and calendar apps you use on your mobile.

Mobile voice notes

Record audio notes from meetings and reminders on the go.

Real-time sales insights

Built-in business intelligence dashboards

Visualize your business growth in real-time with 40+ chart types and drag-and-drop layouts.

Configurable, customizable reports

Flexible reporting that conforms to your need for business insights. Schedule reports to run at any time, and send reporting to anyone, automatically. Schedule alerts and proactively let people know about important changes to the data.

Customizable, real-time insight cards

Build the dashboard cards you need to track, measure, and manage your KPIs.

–

100

unlimited

Seamless project delivery

Convert won opportunities to projects

Seamlessly move closed/won opportunities to the post-sales process while preserving all record data and ensuring teams have access to the right information.

Native project management

Track all key project metrics right in Insightly.

Configurable, automated workflows

Build automated task and event templated sets and apply them to projects quickly and easily.

Integrations with the applications you use every day

Google, MS 365 integrations

Access Insightly information, save and sync calendar and contact records from Google, calendar data from MS 365.

PandaDoc, QuickBooks, and Xero integrations

Seamless integration between finance applications and Insightly.

Model and automate business processes

Role-based permissions

Give every role in your company the right level of access to data in the CRM.

unlimited

Configurable profiles/page layouts

Control fields displayed to users, the order in which those fields appear, and whether the fields are required.

unlimited

Custom page layouts

Create unique page layouts by job role and functional group to optimize team efficiency.

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Custom fields

Create fields unique to your business for ongoing data collection, reporting, and analysis.

100

200

REST public API

Access our REST API for seamless integration of all applications you use to run your business.

Webhooks

Simplify and facilitate automatic notifications between online accounts when a relevant trigger occurs.

–

Supports AppConnect low-code, no-code integration

AppConnect sold separately.

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Complete workflow automation

Help your teams work smarter, not harder, and eliminate manual work by automating activities in the CRM.

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Custom objects

Create objects unique to your business for ongoing data collection, analysis, and reporting.

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Custom apps

Administrators can use custom apps to create an Insightly experience that is tailored to fit each team. Completely separate from your CRM, custom apps look and act just like Insightly CRM, but are branded to your preferences. And if one of your team members changes departments, they can make their view more relevant by changing apps to suit the work they’re doing.

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Field-based permissions

Control access to data, down to the field level, to keep users focused on their role and control data security.

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Calculated fields

Eliminate manual work and potential errors by creating formulas to execute complex calculations on any object.

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Products, pricebooks, and quotes

Use products and pricebooks to keep a record of the prices of your goods and services, and use quotes to communicate an offer to your customers and document the deal.

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Custom validation rules

Ensure accuracy with data entry and when executing automation with custom validation rules.

–

AWS lambda authoring and execution

Create and execute custom code in Insightly for advanced integrations between applications.

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SAML and SCIM single-sign on

SAML provides a secure method of authenticating and authorizing users across your system, and SCIM provides an automated way of provisioning those users, making it easier for users to sign in.

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Comprehensive audit logging

Document all actions in the CRM for a detailed record of what was done, by whom, and when.

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Sandboxes

Test every change you want to make to your Insightly instance, across the entire platform (CRM, Marketing, Service) before it goes into production.

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Core CRM
Record limit

100,000

250,000

500,000
File storage

10GB

100GB

250GB
Records per import

25,000

50,000

50,000
Mass email (emails per day)

2,500

5,000

10,000

Products&Plans Marketing

Most Popular

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Most Popular

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Attract and engage your ideal customers and grow faster with Insightly Marketing.

How many prospects do you have?

2,000

Prospects

Plus

per account /
month

Contact Sales Contact Sales

Most popular

Professional

per account /
month

Contact Sales Contact Sales

Enterprise

per account /
month

Contact Sales Contact Sales

Capture more high quality leads

Marketing prospects included

Import prospect records into Insightly and easily communicate with your target market. Each plan includes a specific number of prospects in the base price, and you can very easily add more prospects for an additional fee.

2,000

10,000

20,000

Monthly email send volume

The number of emails you can send from Insightly Marketing on a monthly basis is determined by the plan level you choose and the number of prospects you’ve added.

5x prospects purchased

10x prospects purchased

15x prospects purchased

Email marketing automation

Send relevant messages to prospects and customers; grow quality leads and pipeline.

Journey builder

Customize interactions, deliver more relevant messaging, nurture relationships through the funnel.

Email health reporting

Get a snapshot of campaign send health and determine whether your email metrics are on track.

Dynamic list segmentation

Use automation to reach the right audiences based on how they interact with your products and services.

Hosted files

Easily access your content and track performance through Insightly.

Hosted forms

Collect prospect data from forms and automatically update in Insightly.

unlimited

Hosted landing pages

Convert visitors into prospects and automatically collect the data in Insightly.

unlimited

Preview email before sending

Ensure the quality and accuracy of your email communication in desktop and mobile versions.

A/B email testing

Test, learn, and optimize your email communication.

Email and landing page designer

Create high quality and personalized emails and landing pages very simply with a drag-and-drop designer tool.

Prospect scoring

Quantify your prospects’ interest in your product and intent to purchase by scoring their interactions with your marketing campaigns and content.

Custom prospect scoring models

Create customized prospect scoring models that accurately reflect the actions of your customers through the buying journey and are aligned with your business model.

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5 custom models

10 custom models

Multivariate email testing

Test, learn, and optimize your email communication.

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Prospect profiles and grading

Prospect grading utilizes profiles that have been created to define your ideal customer profile. Based on the profile, and closely the prospect matches that profile, a grade will be assigned so your teams have a better sense whether this prospect is a good fit for your products and services.

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Automate and grow

Native CRM and Service integration

Create long-lasting customer relationships and grow your business faster with a truly integrated data platform.

Real-time CRM connector

Sync all records that share data across the CRM and Marketing apps.

Webinar integration

Seamless integration between Zoom and Insightly.

Behavioral marketing analytics and automation

Capture up-to-date insights about your audiences and create even more compelling interactions by analyzing behavioral events.

REST API

Access our REST API for seamless integration of all applications you use to run your business.

Comprehensive audit logging

Document all actions in Insightly Marketing for detailed record of what was done, by whom, and when.

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Advanced prospect tracking

Interactions and prospect engagement with content and marketing material is captured in the timeline tab.

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Analytics tracking domains

Using scripting and cookies, Insightly Marketing tracks anonymous visitor actions on your site, and when they convert to a prospect, Insightly associates that historical browsing data with the prospect record.

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Webhooks

Simplify and facilitate automatic notifications between online accounts when a relevant trigger occurs.

–

AWS lambda authoring and execution

AWS lambda authoring and execution Create and execute custom code in Insightly when records are created or updated.

–

Real-time marketing insights

Built-in business intelligence dashboards

Track your business in real-time with 40+ chart types and drag-and-drop layouts.

Configurable, customizable reports

Flexible reporting that conforms to your need for business insights. Schedule reports to run at any time, and send reporting to anyone, automatically.

Customizable, real-time insight cards

Build the dashboard cards you need to track, measure, and manage your KPIs

–

100

unlimited

Intelligent data management

Role-based permissions

Give every role in your company the right level of access to data in Insightly.

unlimited

Configurable profiles and page layouts

Ensure data security and accuracy with controlled read/write permissions for all objects and fields.

unlimited

Custom fields

Create fields unique to your business for ongoing data collection, reporting, and analysis.

100

200

Custom objects

Create objects unique to your business for ongoing data collection, analysis, and reporting.

–

Zoom webinar registration

Seamless integration between Zoom and Insightly.

–

SAML and SCIM single-sign on

SAML provides a secure method of authenticating and authorizing users across your system, and SCIM provides an automated way of provisioning those users. It can make signing in easier for your users.

–

Calculated fields

Ensure that your processes and automation are working properly with custom validation rules.

–

Custom validation rules

Ensure that your processes and automation are working properly with custom validation rules.

–

Supports AppConnect low-code, no-code integration

AppConnect sold separately

–

Products&Plans Service

Most Popular

Compare Plans

Most Popular

Compare Plans

Drive more productive solutions that lead to higher satisfaction and successful customer interactions.

Plus

per user /
month

Contact Sales Contact Sales

Most popular

Professional

per user /
month

Contact Sales Contact Sales

Enterprise

per user /
month

Contact Sales Contact Sales

Equip service teams for maximum productivity

Comprehensive ticket editor

Full-featured ticket editor delivers insights into ticket status on a number of dimensions important to understanding health of the customer. Add public and internal comments. Froala editor allows tables, full image and attachment support. Status and priority fields to track ticket importance. Custom fields to track information unique to your business. Link CRM contacts and orgs to Service tickets.

Ticket auto-assignment

Get tickets in the hands of your agents faster so they can help solve customer problems as soon as possible.

Ticket email auto-response

Let customers know your team is actively managing their concerns.

Escalation rules and queues

Actively manage escalations for faster, more effective service.

Knowledge base

Access knowledge articles and FAQ for faster, more comprehensive service.

SLA tracking and management

Set service-level agreements and monitor closely, with highly visible prompts designed to keep the team on track.

Web-to-object and ticket

Build HTML forms to collect information from website visitors; when information is submitted, Insightly will automatically create a ticket or update any standard or custom object on the platform.

Configurable email settings

Any email sent to a support email address gets automatically converted into a ticket for faster resolution. Add emails to queues easily with a simple drop-down menu and add your unique branding.

Comprehensive audit logging

Document customer interactions so agents can act quickly and efficiently.

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Customer satisfaction surveys

deploy CSAT surveys in-product to track, measure, and monitor customer satisfaction.

–

Real-time insights

Built-in business intelligence dashboards

Track your business in real-time with 40+ chart types and drag-and-drop layouts.

Configurable, customizable reports

Flexible reporting that conforms to your need for business insights. Schedule reports to run at any time, and send reporting to anyone, automatically.

Cross-sell and upsell more easily

Create new opptys and tasks from existing tickets

Empower service agents to deliver on customer needs and collaborate with all customer-facing teams.

Customize and automate processes

Role-based permissions

Give every role in your company the right level of access to data in Insightly.

unlimited

Configurable roles and page layouts

Ensure data security and accuracy with controlled read/write permissions for all objects and fields.

unlimited

Email templates

Make it easier to respond to customers with accurate, approved, consistent communication.

Custom fields

Create fields unique to your business for ongoing data collection, reporting, and analysis.

public API

Access our REST API for seamless integration of all applications you use to run your business.

Custom ticket automations

Help your teams work smarter, not harder, and reduce manual work by automating activities.

–

Portal customization

Use your unique brand and style on the customer-facing service portal.

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Custom objects

Create objects unique to your business for ongoing data collection, analysis, and reporting.

–

Custom queues

Organize, assign, and manage tickets according to your unique business rules.

–

Custom validation rules

Ensure that your processes and automation are working properly with custom validation rules.

–

Calculated fields

Eliminate manual work and potential errors by creating formulas to execute complex calculations on any object.

–

Unlimited brands and portals

Create and tailor service portals to each one of your unique brands and businesses.

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AWS lambda authoring and execution

Create and execute custom code in Insightly when records are created or updated.

–

SAML and SCIM single-sign on

SAML provides a secure method of authenticating and authorizing users across your system, and SCIM provides an automated way of provisioning those users. It can make signing in easier for your users.

–

Supports AppConnect low-code, no-code integration

AppConnect sold separately

–

Macros

Create short text snippets, both personal and shared, that can be used for common responses, saving your agents’ time and providing consistent responses.

Delight customers and achieve your goals while saving up to 30% off the entire Insightly platform.

Most Popular

Compare Plans

Delight customers and achieve your goals while saving up to 30% off the entire Insightly platform.

Plus

per month

Compare Plans Compare Plans

Insightly CRM – Plus
Insightly Marketing – Plus
Insightly Service – Plus
Insightly AppConnect – 25k

Most popular

Professional

per month

CONTACT SALES CONTACT SALES

Insightly CRM – Professional
Insightly Marketing – Professional
Insightly Service – Professional
Insightly AppConnect – 25k

Enterprise

per month

CONTACT SALES CONTACT SALES

Insightly CRM – Enterprise
Insightly Marketing – Enterprise
Insightly Service – Enterprise
Insightly AppConnect – 100k

Insightly CRM – Plus
Insightly Marketing – Plus
Insightly Service – Plus
Insightly AppConnect – 25k

Insightly CRM – Professional
Insightly Marketing – Professional
Insightly Service – Professional
Insightly AppConnect – 25k

Insightly CRM – Enterprise
Insightly Marketing – Enterprise
Insightly Service – Enterprise
Insightly AppConnect – 100k

Equip service teams for maximum productivity
CRM users

2 users included

5 users included

10 users included
Additional CRM Users

$29/user/mo

$49/user/mo

$99/user/mo
Marketing prospects

2,000 prospects included

10,000 prospects included

20,000 prospects included
Additional Marketing prospects

Up to 100,000

Up to 250,000

Up to 1,000,000
Service agents

2 agents included

5 agents included

10 agents included
Additional Service agents

$29/user/mo

$49/user/mo

$99/user/mo
AppConnect technical setup – required

$3,000

$3,000

$3,000
Guided product onboarding – required

$1,500

$1,500

$1,500
Premier Support and Success – required

20% of license ($3,000 minimum annually)

20% of license ($3,000 minimum annually)

20% of license ($3,000 minimum anually)

Compare Plans

Compare Plans

Plus

Professional

Enterprise

Core CRM

Compare Plans

Compare Plans

Plus

Professional

Enterprise

Compare Plans

Compare Plans

Plus

Professional

Enterprise

Compare Plans

Compare Plans

Plus

Professional

Enterprise