Insightly Service pricing plans
Plus
$29
Per agent/month, billed annually
(All prices USD)
Included features
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
Find more details on plan limits in our support center.
Most popular
Professional
$49
Per agent/month, billed annually
(All prices USD)
Included features
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
Find more details on plan limits in our support center.
Enterprise
$99
Per agent/month, billed annually
(All prices USD)
Included features
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
Find more details on plan limits in our support center.
To speak with a human being, call: 1-888-999-4039
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
*Coming soon.
Find more details on plan limits in our support center.