Insightly
By Insightly
CRM Software
Onetime(Perpetual License)
About
Insightly is a powerful CRM tool that helps you capture and manage leads throughout the sales process. With Insightly, you can track all the relevant lead information from emails and upload files directly from Dropbox, Box, Google Drive, Microsoft OneDrive, and Insightly online without any hassle. Additionally, the built-in project management system helps you continuously monitor the workflow and publish at the right time. This tool is suitable for different sectors such as accounting, construction, education, health, real estate, and many more.
Key Features
- ✓ Website Visitor Tracking
- ✓ Lead Nurturing
- ✓ Lead Management
- ✓ Landing Pages
- ✓ Email Drip Campaigns
- ✓ Channel Management
- ✓ Campaign Segmentation
- ✓ Analytics (ROI Tracking)
- ✓ Multivariate Testing
- ✓ Timeline View
- ✓ Time & Expense Tracking
- ✓ Task Management
- ✓ Status Tracking
- ✓ Resource Management
- ✓ Project Planning
- ✓ Portfolio Management
- ✓ Percent-Complete Tracking
- ✓ Milestone Tracking
- ✓ Issue Management
- ✓ Project Templates
- ✓ Idea Management
- ✓ Kanban Board
- ✓ Recurring Task Management
- ✓ Requirement Management
- ✓ IT Project Management
- ✓ Budget Management
Screenshots
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Pricing
Plus (CRM)
USD29/User/Month
- Lead management
- Automated
- customized emails
- Email templates
- Web-to-lead capture
- Kanban view
- Native Marketing and Service integration
- Real-time connector to Marketing
- Contact and organization management
- Opportunity management
- Customizable sales processes
- Task management
- Relationship linking: contacts
- organizations
- Batch update records
- Attach files from the cloud
- Insightly mobile app
- Real-time data synchronization
- Mobile business card scanning
- Mobile contact and calendar integration
- Mobile voice
Professional (CRM)
USD49/User/Month
- Includes features of Plus plan
- plus
- Lead assignment and routing
- Schedule outbound emails
- Custom queues
- Customizable
- real-time insight cards: 100
- Role-based permissions: Unlimited
- Configurable profiles/page layouts: Unlimited
- Custom page layouts
- Custom fields: 100
- Webhooks
- Complete workflow automation
- Custom objects
- Supports AppConnect low-code
- no-code integration
- Includes features of Plus plan
- plus
- Lead assignment and routing
- Schedule outbound emails
- Custom queues
- Customizable
- real-time ins
Enterprise (CRM)
USD99/User/Month
- Includes features of Professional plan
- plus
- Customizable real-time insight cards: Unlimited
- Custom fields: 200
- Comprehensive audit logging
- Field-based permissions
- Calculated fields
- Products
- pricebooks
- and quotes
- Custom validation rules
- AWS lambda authoring and execution
- SAML and SCIM single-sign on
- Includes features of Professional plan
- plus
- Customizable real-time insight cards: Unlimited
- Custom fields: 200
- Comprehensive audit logging
- Field-based permissions
- Calculated fields
- Products
- price
Plus (Marketing)
USD99/Month
- Marketing prospects included: 2000
- Monthly email send volume: 5x prospects purchased
- Email marketing automation
- Journey builder
- Email health reporting
- Dynamic list segmentation
- Hosted files
- Hosted forms: 10
- Hosted landing pages: 10
- Preview email before sending
- A/B email testing
- Email and landing page designer
- Prospect scoring
- Native CRM and Service integration
- Real-time CRM connector
- Webinar integration
- Behavioral marketing analytics and automation
- REST API
- Built-in business intelligence dashboa
Professional (Marketing)
USD499/Month
- Marketing prospects included: 10
- 000
- Monthly email send volume: 10x prospects purchased
- Includes features of Plus (Marketing) plan
- plus
- Hosted forms : 50
- Hosted landing pages : 50
- Multivariate email testing
- Prospect profiles and grading
- Advanced prospect tracking
- Analytics tracking domains: 3
- Webhooks
- Customizable
- real-time insight cards: 100
- Role-based permissions: Unlimited
- Configurable profiles and page layouts: Unlimited
- Custom fields: 100
- Custom objects
- Zoom webinar registration
- Supports
Enterprise (Marketing)
USD999/Month
- Marketing prospects included: 20
- 000
- Monthly email send volume: 15x prospects purchased
- Includes features of Professional (Marketing) plan
- plus
- Hosted forms : Unlimited
- Hosted landing pages : Unlimited
- Comprehensive audit logging
- Analytics tracking domains: 20
- AWS lambda authoring and execution
- Customizable
- real-time insight cards: Unlimited
- Custom fields: 200
- SAML and SCIM single-sign on
- Calculated fields
- Custom validation rules
- Marketing prospects included: 20
- 000
- Monthly email send volume:
Insightly AppConnect
USD249/Month
- 25
- 000 tasks per month
- 100
- 000 tasks per month
- 500
- 000 tasks per month
- Hundreds of App Connectors
- Speed and Simplicity
- Scalable and Secure
- Additional 25
- 000 tasks per month: $249
- Required onboarding: $2500
- 25
- 000 tasks per month
- 100
- 000 tasks per month
- 500
- 000 tasks per month
- Hundreds of App Connectors
- Speed and Simplicity
- Scalable and Secure
- Additional 25
- 000 tasks per month: $249
- Required onboarding: $2500
Plus (Service)
USD29/User/Month
- Comprehensive ticket editor
- Ticket auto-assignment
- Ticket email auto-response
- Escalation rules and queues
- Knowledge base
- SLA tracking and management
- Web-to-object and ticket
- Configurable email settings
- Built-in business intelligence dashboards
- Configurable
- customizable reports
- Create new opptys and tasks from existing tickets
- Role-based permissions: 2
- Configurable roles and page layouts: 2
- Email templates
- Custom fields
- public API
- Macros
- Comprehensive ticket editor
- Ticket auto-assignment
- Ticket
Professional (Service)
USD49/User/Month
- Includes features of Plus plan
- plus
- Configurable roles and page layouts: Unlimited
- Custom ticket automations
- Portal customization
- Custom objects
- Custom queues
- Supports AppConnect low-code
- no-code integration
- Includes features of Plus plan
- plus
- Configurable roles and page layouts: Unlimited
- Custom ticket automations
- Portal customization
- Custom objects
- Custom queues
- Supports AppConnect low-code
- no-code integration
Enterprise (Service)
USD99/User/Month
- Includes features of Professional plan
- plus
- Comprehensive audit logging
- Role-based permissions: Unlimited
- Custom validation rules
- Calculated fields
- Unlimited brands and portals
- AWS lambda authoring and execution
- SAML and SCIM single-sign on
- Includes features of Professional plan
- plus
- Comprehensive audit logging
- Role-based permissions: Unlimited
- Custom validation rules
- Calculated fields
- Unlimited brands and portals
- AWS lambda authoring and execution
- SAML and SCIM single-sign on
Plus (Insightly All-in-One)
USD349/Month
- Insightly CRM – Plus
- Insightly Marketing – Plus
- Insightly Service – Plus
- Insightly AppConnect – 25k
- CRM users: 2 users included
- Additional CRM Users: $29 per User per Month
- Marketing prospects: 2
- 000 prospects included
- Additional Marketing prospects: Up to 100
- 000
- Service agents: 2 agents included
- Additional Service agents: $29 per User per Month
- AppConnect onboarding – required: $2500
- Guided product onboarding – required: $1500
- Premier Success Program – required: 20% of license ($3
- 000 minimum
Professional (Insightly All-in-One)
USD899/Month
- Insightly CRM – Professional
- Insightly Marketing – Professional
- Insightly Service – Professional
- Insightly AppConnect – 25k
- CRM users: 5 users included
- Additional CRM Users: $49 per User per Month
- Marketing prospects: 10
- 000 prospects included
- Additional Marketing prospects: Up to 250
- 000
- Service agents: 5 agents included
- Additional Service agents: $49 per User per Month
- AppConnect onboarding – required: $2500
- Guided product onboarding – required: $1500
- Premier Success Program – required: 20% of
Enterprise (Insightly All-in-One)
USD2/Month
- Insightly CRM – Enterprise
- Insightly Marketing – Enterprise
- Insightly Service – Enterprise
- Insightly AppConnect – 100k
- CRM users: 10 users included
- Additional CRM Users: $99 per User per Month
- Marketing prospects: 20
- 000 prospects included
- Additional Marketing prospects: Up to 1
- 000
- 000
- Service agents: 10 agents included
- Additional Service agents: $99 per User per Month
- AppConnect onboarding – required: $2500
- Guided product onboarding – required: $1500
- Premier Success Program – required: 20% of
User Reviews
+ Write a Review
"Horrible as a Customer Support tool. Terrible tech support."
What do you like best? The only good thing I can say, and it is the main reason we selected this platform, is that the ability to save emails and files to a specific customer "folder" (they call it an Organization from within GMail is extremely easy. ...
"A giant step down from any other CRM. Lacking basic functionality. Not intuitive whatsoever."
What do you like best? The sidebar navigation makes a lot of sense, and that is about it. What do you dislike? The dashboard capability is awful! Onboarding was terrible. Seems like it a product that would be a step up from an excel sheet but a g...
"A giant step down from any other CRM. Lacking basic functionality. Not intuitive whatsoever."
What do you like best? The sidebar navigation makes a lot of sense, and that is about it. What do you dislike? The dashboard capability is awful! Onboarding was terrible. Seems like it a product that would be a step up from an excel sheet but a g...
"The world is filled with greener pastures"
What do you like best? It's simple and very easy to get started. Just avoid putting too much info into the system untill you're sure you can overcome its weaknesses. What do you dislike? It fails at many basic procedures. If you're searching for ...
"Terrible support, very basic CRM "
What do you like best? It was a great way to get our feet wet with a CRM. We are a small business
Frequently Asked Questions
How much does Insightly cost?
▼
Insightly offers 13 pricing plan(s):
- Plus (CRM) — USD29.00 /User/Month
- Professional (CRM) — USD49.00 /User/Month
- Enterprise (CRM) — USD99.00 /User/Month
- Plus (Marketing) — USD99.00 /Month
- Professional (Marketing) — USD499.00 /Month
- Enterprise (Marketing) — USD999.00 /Month
- Insightly AppConnect — USD249.00 /Month
- Plus (Service) — USD29.00 /User/Month
- Professional (Service) — USD49.00 /User/Month
- Enterprise (Service) — USD99.00 /User/Month
- Plus (Insightly All-in-One) — USD349.00 /Month
- Professional (Insightly All-in-One) — USD899.00 /Month
- Enterprise (Insightly All-in-One) — USD2.00 /Month
What is Insightly used for?
▼
Insightly is a CRM Software solution. Top features include:
- Website Visitor Tracking
- Lead Nurturing
- Lead Management
- Landing Pages
- Email Drip Campaigns
Does Insightly offer a free trial?
▼
Yes, Insightly offers a 0-day free trial.
What support does Insightly provide?
▼
Insightly provides Online (Ticket),Business Hours support.
Is Insightly cloud-based or on-premise?
▼
Insightly is Cloud Hosted software.
What training resources does Insightly offer?
▼
Insightly provides Help Guides,Video Guides,Blogs for training.
