Insightly Pricing: Cost and Pricing plans

Insightly Pricing Insights for CRM Software Users

The Average Cost of a basic CRM Software plan is $25 per month.
Insightly pricing starts at $29/month, which is 16% higher than similar services.
51% of CRM Software offer a Free Trial Allows users to try out the software for a limited period before making a purchase decision. , while 20% offer a Freemium Model Allows users to access basic features at no cost..

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Insightly Pricing Overview

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Insightly Pricing Plans

Plan Name	Monthly Base	Per Employee	Best For	Key Features
Free	0	0	Individual	Task Management
Community	45	5	Organization	Project Management
Premiun	$145	$50	Individual	Project Management

Free Free

Features

Up to 2 users
Up to 2,500 records
5 email templates
10 emails per day
2 custom fields
Custom page layouts

Plus (CRM) $29.00 $29.00 per user / month

Billed Yearly

Features

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 notes
Built-in business intelligence dashboards
Configurable, customizable reports
Convert won opportunities to projects
Native project management
Configurable, automated workflows
Google, MS 365 integrations
PandaDoc, QBO, and Xero integrations
Role-based permissions: 2
Configurable profiles/page layouts: 2
Custom fields: 50
REST public API

Professional (CRM) $49.00 $49.00 per user / month

Billed Yearly

Features

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
Supports AppConnect low-code, no-code integration
Complete workflow automation
Custom objects

Enterprise (CRM) $99.00 $99.00 per user / month

Billed Yearly

Features

Includes features of Professional plan, plus
Customizable real-time insight cards: Unlimited
Custom fields: 200
Custom apps
Field-based permissions
Calculated fields
Products, pricebooks, and quotes
Custom validation rules
AWS lambda authoring and execution
SAML and SCIM single-sign on
Comprehensive audit logging
Sandboxes

Plus (Marketing) $99.00 $99.00 per month

Billed Yearly

Record limit: 100,000

Features

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 dashboards
Configurable, customizable reports
Role-based permissions: 2
Configurable profiles and page layouts: 2
Custom fields: 50

Professional (Marketing) $499.00 $499.00 per month

Billed Yearly

Record limit: 250,000

Features

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
Custom prospect scoring models: 5 custom models
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 AppConnect low-code, no-code integration

Enterprise (Marketing) $999.00 $999.00 per month

Billed Yearly

Unlimited records

Features

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
Custom prospect scoring models: 10 custom models
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
Supports AppConnect low-code, no-code integration

Insightly AppConnect $249.00 $249.00 per user / month

Per Account Per Month

25K Plan : $249 per Account per Month billed Yearly

25,000 tasks per month

100K Plan : $799 per Account per Month billed Yearly

100,000 tasks per month

500K Plan : $3,499 per Account per Month billed Yearly

500,000 tasks per month

Features

Hundreds of App Connectors
Speed and Simplicity
Scalable and Secure
Additional 25,000 tasks per month: $249
Required onboarding: $2500

Plus (Service) $29.00 $29.00 per user / month

Per Agent Per Month Billed Annually

Features

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

Professional (Service) $49.00 $49.00 per user / month

Per Agent Per Month Billed Annually

Features

Includes features of Plus plan, plus
Customer satisfaction surveys
Configurable roles and page layouts: Unlimited
Custom ticket automations
Portal customization
Custom objects
Custom queues
Supports AppConnect low-code, no-code integration

Enterprise (Service) $99.00 $99.00 per user / month

Per Agent Per Month Billed Annually

Features

Includes features of Professional plan, plus
Comprehensive audit logging
Role-based permissions: Unlimited
Configurable roles and page layouts: 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) $349.00 $349.00 per month

billed Yearly

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

Add-ons

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 technical setup – required: $3,000
Guided product onboarding – required: $1500
Premier Success Program – required: 20% of license ($3,000 minimum annually)

Professional (Insightly All-in-One) $899.00 $899.00 per month

Billed Yearly

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

Add-ons

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 technical setup – required: $3,000
Guided product onboarding – required: $1500
Premier Success Program – required: 20% of license ($3,000 minimum annually)

Enterprise (Insightly All-in-One) $2,599.00 $2,599.00 per month

Billed Yearly

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

Add-ons

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 technical setup – required: $3,000
Guided product onboarding – required: $1500
Premier Success Program – required: 20% of license ($3,000 minimum annually)

Disclaimer: The pricing details were last updated on 08/01/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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Insightly Integrations

84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

AfterShip

4.8 266 ratings

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

BigCommerce

4.2 8,555 ratings

96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

WooCommerce

4.4 2,062 ratings

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Shopify

4.6 4,563 ratings

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Google Calendar

4.8 409 ratings

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

YouCanBook.me

4.7 166 ratings

96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Calendly

4.6 4,369 ratings

Slack

4.6 11,463 ratings

Quip

4.3 1,679 ratings

Mattermost

4.5 514 ratings

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Hubstaff

4.4 804 ratings

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Everhour

4.7 339 ratings

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

TimeCamp

4.5 480 ratings

Zapier

4.5 2,948 ratings

Automate.io

4.7 213 ratings

PieSync

4.5 750 ratings

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

PandaDoc

4.6 4,008 ratings

74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Quote Roller

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

MailChimp

4.1 9,223 ratings

88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Gmail

4.2 2,878 ratings

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Quickbooks

4.2 24,150 ratings

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Xero

4.2 7,623 ratings

84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Splunk Cloud

4.4 162 ratings

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Datadog APM

4.3 758 ratings

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

SupportBee

4.6 51 ratings

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Freshdesk

4.7 47 ratings

Google Cloud Dialogflow

4.5 101 ratings

Amazon Lex

4.4 53 ratings

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Cisco Webex Meetings

4.3 5,646 ratings

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Zoom

4.5 20,907 ratings

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

ADP Workforce Now

4.3 2,560 ratings

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Workday HCM

4.3 1,470 ratings

Jira Service Desk

4.2 1,399 ratings

Freshservice

4.7 1,236 ratings

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Sage Intacct

4.3 4,517 ratings

86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

NetSuite

4.2 238 ratings

Confluence

4.2 4,177 ratings

Guru

4.7 2,083 ratings

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Greenhouse

4.6 2,065 ratings

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Cisco Webex Teams

4.6 351 ratings

96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

SalesLoft

4.5 4,408 ratings

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

SolarWinds Pingdom

4.2 70 ratings

97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Intercom

4.5 3,861 ratings

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Zendesk Sunshine

4.2 54 ratings

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Google Slides

4.7 2,943 ratings

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

GoToWebinar

4.4 1,125 ratings

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Segment

4.6 803 ratings

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Evernote

4.2 4,310 ratings

97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Miro

4.8 2,836 ratings

96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Asana

4.4 6,801 ratings

Tradeshift

4 250 ratings

Pigeonhole Live

4.8 47 ratings

88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Adobe Sign

4.3 1,007 ratings

97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Vendr

4.8 109 ratings

MessageMedia

4.7 40 ratings

90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Amazon SES

4.5 526 ratings

96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

FullStory

4.6 581 ratings

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

UiPath RPA

4.4 2,803 ratings

Aircall

4.2 1,579 ratings

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Statuspage

4.5 65 ratings

Drift

4.4 1,766 ratings

Google Drive

4.7 8,329 ratings

Insightly Pricing vs Competitors

Product Name	Pricing Insights	Free Trial	Standout Feature	Best for	Learn More
Insightly	Insightly pricing starts at $29/month, which is 16% higher than similar services.		Individual	Enterprise-grade tools	Insightly Pricing
Zoho CRM	Zoho CRM pricing starts at $14/month, which is 44% lower than similar services.	+	Individual	Tracking	Zoho CRM Pricing
HubSpot CRM	HubSpot CRM pricing starts at $15/month, which is 40% lower than similar services.	+	Group	Management	HubSpot CRM Pricing
Pipedrive CRM	Pipedrive CRM pricing starts at $14/month, which is 44% lower than similar services.	+	Organization	Management	Pipedrive CRM Pricing
Pipeline CRM	Starts at $25.00.	+	Organization	Management	Pipeline CRM Pricing
Onpipeline	Onpipeline pricing starts at $12/month, which is 52% lower than similar services.	+	Organization	Management	Onpipeline Pricing
Pipeliner CRM	Pipeliner CRM pricing starts at $65/month, which is 160% higher than similar services.	+	Organization	Tracking	Pipeliner CRM Pricing
Hubspot Marketing Hub	Hubspot Marketing Hub pricing starts at $18/month, which is 63% lower than similar services.	+	Individual	Tracking	Hubspot Marketing Hub Pricing
SalesCRM	SalesCRM pricing starts at $19/month, which is 24% lower than similar services.	+	Individual	Management	SalesCRM Pricing
SimpleCRM	SimpleCRM pricing starts at $15/month, which is 40% lower than similar services.	-	Group	Management	SimpleCRM Pricing

View All Insightly Alternatives

Top Insightly Competitors

Solastis CRM

Insightly Vs Solastis CRM

Netfunda CRM

Insightly Vs Netfunda CRM

Pipedrive CRM

4.7 48 ratings

Insightly Vs Pipedrive CRM

HubSpot CRM

4.5 40 ratings

Insightly Vs HubSpot CRM

Zoho CRM

4.7 44 ratings

Insightly Vs Zoho CRM

Insightly Reviews

User Rating

4.1/5 (Based on 6,036 Ratings)

Rating Distribution

Excellent
32.8%
Very Good
46.9%
Average
15%
Poor
3.3%
Terrible
2%

User Sentiments

Ease of Use, Extensive Integrations, Effective Contact Management, Customizable Features

Limited Customization Options, Slow Performance, Unintuitive Interface, Lack of Robust Reporting

Do You Use Insightly?

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Review Summary

Overall, Insightly garners positive feedback for its user-friendly interface, customizable features, and effective sales tracking capabilities. Users appreciate the ease of managing customer relationships, scheduling appointments, and tracking sales pipelines. The mobile app is also praised for its convenience and functionality. However, some users have expressed concerns regarding occasional bugs and glitches, the need for improved reporting and analytics, and the limited customization options for certain features. Additionally, a few users have reported issues with customer support responsiveness.

Pros

Affordable and easytouse CRM platform for small businesses and startups.
Offers customizable features, including custom fields and workflows.
Mobile app for onthego access and productivity.

Cons

Limited integrations with other business applications, such as accounting and marketing software.
Some users may find the interface cluttered and overwhelming.
Limited reporting capabilities compared to more robust CRM platforms.

AI-Generated from the text of User Reviews

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Insightly FAQs

How much does Insightly cost?

The pricing for Insightly starts at $29.0 per user per month. Insightly has 13 different plans:

Plus (CRM) at $29.00 per user per month.
Plus (Service) at $29.00 per user per month.
Professional (CRM) at $49.00 per user per month.
Professional (Service) at $49.00 per user per month.
Enterprise (CRM) at $99.00 per user per month.
Plus (Marketing) at $99.00 per month.
Enterprise (Service) at $99.00 per user per month.
Insightly AppConnect at $249.00 per user per month.
Plus (Insightly All-in-One) at $349.00 per month.
Professional (Marketing) at $499.00 per month.
Professional (Insightly All-in-One) at $899.00 per month.
Enterprise (Marketing) at $999.00 per month.
Enterprise (Insightly All-in-One) at $2599.00 per month.

Insightly also offers a Free Plan with limited features.

Learn more about Insightly pricing.

Does Insightly offer a free plan?

Yes, Insightly offers a free plan.

Learn more about Insightly pricing.

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Insightly Pricing

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Insightly Pricing Insights for CRM Software Users

Insightly Pricing Overview

Insightly Pricing Plans

Is Insightly Right For You?

Insightly Integrations

Insightly Pricing vs Competitors

Top Insightly Competitors

Insightly Reviews

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User Sentiments

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Review Summary

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Insightly FAQs

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SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

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Insightly Pricing

Software in Spotlight

Monday CRM

Insightly Pricing Insights for CRM Software Users

Insightly Pricing Overview

Insightly Pricing Plans

Is Insightly Right For You?

Insightly Integrations

Insightly Pricing vs Competitors

Top Insightly Competitors

Insightly Reviews

User Rating

Rating Distribution

User Sentiments

Do You Use Insightly?

Be The First One To Review!

Review Summary

Pros

Cons

Insightly FAQs

What SaaSworthy Thinks

Related Links

Disclaimer

We understand SaaS better

SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

Buyers

Makers