Insightly CRM pricing plans

• 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

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• 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

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• 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

  
  
  

• 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.

  
  
  

• 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

  
  
  

• 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.

  
  
  

• 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

  
  
  

• 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

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  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

  
  
  

• 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

  
  
  

• Complete workflow automation Automate and orchestrate workflow tasks, sending emails, updating records, executing custom code, firing webhooks, and much more

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• Custom object creation Store any type of data inside Insightly and relate it to contacts, organizations, sales, or projects with granular permissions

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• Products, Price Books and Quotes Price products and deliver quotes, directly from within the CRM

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• Custom validation rules Author validation checks to suit your business and it’s processes

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• Calculated fields on any object Powerful formula engine can execute and store complex calculations in any object

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• 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

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• Lambda function authoring and execution Create and execute custom code within Insightly in any one of five languages when records are created or updated

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• Configurable webhooks Send HTTP notifications to any endpoint when records are added or changed

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• Dynamic page layout rules Tailor business processes, field visibility, and required fields on the fly from user input

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• 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

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• Schedule serverless lambda functions Create and execute custom code within Insightly in any one of five languages when records are created or updated

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• 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.

  
  
  

• 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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