Insightly Pricing

Insightly is a customer relationship management (CRM) software that helps businesses track and manage their sales, marketing, and customer service activities. It offers a variety of features, including contact management, lead tracking, opportunity management, and project management.

Insightly pricing starts at $29 per month for the basic plan, which includes features such as contact management, lead tracking, and opportunity management. The professional plan costs $49 per month and adds features such as project management, custom reporting, and integrations with other software. The enterprise plan costs $99 per month and includes features such as advanced reporting, workflow automation, and API access.

In this article, we will take a closer look at Insightly pricing and help you decide which plan is right for your business.

Insightly Pricing

Insightly offers a variety of pricing plans to fit the needs of businesses of all sizes. Here are 10 important points to keep in mind when choosing a plan:

  • Plans start at $29 per month.
  • Professional plan costs $49 per month.
  • Enterprise plan costs $99 per month.
  • Basic plan includes contact management.
  • Professional plan includes project management.
  • Enterprise plan includes advanced reporting.
  • All plans include lead tracking.
  • All plans include opportunity management.
  • All plans include integrations with other software.
  • Enterprise plan includes API access.

Insightly also offers a free trial so you can try the software before you buy it. This is a great way to see if Insightly is the right CRM for your business.

Plans start at $29 per month.

Insightly’s basic plan starts at $29 per month and includes the following features:

  • Contact management: Track and manage your contacts, including their names, addresses, phone numbers, and email addresses.
  • Lead tracking: Track your leads through the sales process, from initial contact to close.
  • Opportunity management: Manage your sales opportunities, including their stage, value, and probability of closing.
  • Project management: Manage your projects, including their tasks, deadlines, and budgets.

The basic plan is a good option for small businesses and startups that need a simple and affordable CRM solution. It includes all of the essential features you need to track and manage your sales, marketing, and customer service activities.

Professional plan costs $49 per month.

Insightly’s professional plan costs $49 per month and includes all of the features of the basic plan, plus the following:

Custom reporting: Create custom reports to track your sales, marketing, and customer service activities.

Integrations with other software: Integrate Insightly with other software you use, such as your email marketing software, accounting software, and project management software.

Workflow automation: Automate your sales, marketing, and customer service processes to save time and improve efficiency.

The professional plan is a good option for small businesses and startups that need a more robust CRM solution. It includes all of the features you need to track and manage your sales, marketing, and customer service activities, plus some additional features that can help you automate your processes and improve your efficiency.

Enterprise plan costs $99 per month.

Insightly’s enterprise plan costs $99 per month and includes all of the features of the professional plan, plus the following:

Advanced reporting: Create advanced reports to track your sales, marketing, and customer service activities. You can also create custom reports to track specific metrics that are important to your business.

API access: Access Insightly’s API to integrate with other software and develop custom applications.

Dedicated support: Get dedicated support from Insightly’s team of experts.

The enterprise plan is a good option for large businesses and enterprises that need a comprehensive CRM solution. It includes all of the features you need to track and manage your sales, marketing, and customer service activities, plus some additional features that can help you automate your processes, improve your efficiency, and gain insights into your business.

Basic plan includes contact management.

Insightly’s basic plan includes contact management, which allows you to track and manage your contacts, including their names, addresses, phone numbers, email addresses, and other important information.

Contact management is an essential feature for any CRM system, as it allows you to keep track of all of your important contacts in one place. Insightly’s contact management features are easy to use and allow you to quickly and easily add, edit, and delete contacts.

In addition to basic contact information, Insightly also allows you to track your contacts’ activities, such as emails, phone calls, and meetings. This information can be used to build relationships with your contacts and track your progress over time.

Overall, Insightly’s contact management features are a valuable tool for any business. They are easy to use and can help you to track and manage your contacts effectively.

Professional plan includes project management.

Insightly’s professional plan includes project management features that allow you to plan, track, and manage your projects.

  • Create and manage projects: Create and manage projects, including their tasks, deadlines, and budgets.
  • Track project progress: Track the progress of your projects and identify any potential roadblocks.
  • Collaborate with team members: Collaborate with team members on projects and share files and updates.
  • Get insights into your projects: Get insights into your projects, such as the time spent on tasks and the progress of individual team members.

Insightly’s project management features are easy to use and can help you to plan, track, and manage your projects more effectively. They are a valuable tool for any business that needs to manage projects of any size.

Enterprise plan includes advanced reporting.

Insightly’s enterprise plan includes advanced reporting features that allow you to create custom reports and gain insights into your sales, marketing, and customer service activities.

With Insightly’s advanced reporting features, you can:

  • Create custom reports to track specific metrics that are important to your business.
  • Schedule reports to be delivered to your inbox on a regular basis.
  • Export reports to Excel or PDF for further analysis.

Insightly’s advanced reporting features are a valuable tool for any business that wants to gain insights into their sales, marketing, and customer service activities. They can help you to identify trends, track your progress, and make better decisions.

All plans include lead tracking.

All of Insightly’s plans include lead tracking features that allow you to track your leads through the sales process, from initial contact to close.

  • Capture leads from multiple sources: Capture leads from your website, landing pages, forms, and social media.
  • Qualify your leads: Qualify your leads to determine which ones are most likely to convert into customers.
  • Nurture your leads: Nurture your leads with automated email campaigns and other marketing activities.
  • Close your leads: Close your leads and convert them into customers.

Insightly’s lead tracking features are a valuable tool for any business that wants to improve its sales process. They can help you to generate more leads, qualify your leads more effectively, and close more deals.

All plans include opportunity management.

All of Insightly’s plans include opportunity management features that allow you to manage your sales opportunities, including their stage, value, and probability of closing.

  • Create and manage opportunities: Create and manage your sales opportunities, including their stage, value, and probability of closing.
  • Track your progress: Track your progress on each opportunity and identify any potential roadblocks.
  • Collaborate with team members: Collaborate with team members on opportunities and share files and updates.
  • Close your deals: Close your deals and convert them into customers.

Insightly’s opportunity management features are a valuable tool for any business that wants to improve its sales process. They can help you to track your progress on each opportunity, identify any potential roadblocks, and close more deals.

All plans include integrations with other software.

All of Insightly’s plans include integrations with other software, such as your email marketing software, accounting software, and project management software.

These integrations allow you to connect Insightly with your other business applications and automate your workflows. For example, you can connect Insightly with your email marketing software to automatically add new leads to your email list. Or, you can connect Insightly with your accounting software to automatically create invoices for your customers.

Insightly’s integrations with other software can help you to save time, improve efficiency, and get a complete view of your business.

Enterprise plan includes API access.

Insightly’s enterprise plan includes API access, which allows you to integrate Insightly with other software and develop custom applications.

The API allows you to access all of Insightly’s data and functionality, including your contacts, leads, opportunities, and projects. You can use the API to create custom reports, automate your workflows, and integrate Insightly with other business applications.

For example, you could use the API to create a custom report that shows you the status of all of your open opportunities. Or, you could use the API to automate the process of creating invoices for your customers.

The API is a powerful tool that can help you to get the most out of Insightly. It allows you to customize Insightly to fit your specific needs and integrate it with other business applications.

FAQ

Here are some frequently asked questions about Insightly pricing:

Question 1: How much does Insightly cost?
Answer: Insightly offers three pricing plans: Basic, Professional, and Enterprise. The Basic plan costs $29 per month, the Professional plan costs $49 per month, and the Enterprise plan costs $99 per month.

Question 2: What’s the difference between the Basic, Professional, and Enterprise plans?
Answer: The Basic plan includes contact management, lead tracking, opportunity management, and project management. The Professional plan includes all of the features of the Basic plan, plus custom reporting, integrations with other software, and workflow automation. The Enterprise plan includes all of the features of the Professional plan, plus advanced reporting, API access, and dedicated support.

Question 3: Which plan is right for me?
Answer: The Basic plan is a good option for small businesses and startups that need a simple and affordable CRM solution. The Professional plan is a good option for small businesses and startups that need a more robust CRM solution. The Enterprise plan is a good option for large businesses and enterprises that need a comprehensive CRM solution.

Question 4: Can I cancel my subscription at any time?
Answer: Yes, you can cancel your subscription at any time. There are no cancellation fees.

Question 5: Do you offer a free trial?
Answer: Yes, we offer a free 30-day trial. You can sign up for a free trial without providing any credit card information.

Question 6: How do I get started with Insightly?
Answer: You can sign up for a free trial or purchase a subscription on our website. Once you have created an account, you can start adding your contacts, leads, and opportunities.

We hope this FAQ has answered your questions about Insightly pricing. If you have any other questions, please contact our sales team.

Tips

Here are a few tips to help you get the most out of Insightly pricing:

Tip 1: Choose the right plan for your needs. Insightly offers three pricing plans, so it’s important to choose the one that’s right for your business. If you’re not sure which plan is right for you, contact our sales team for help.

Tip 2: Take advantage of the free trial. Insightly offers a free 30-day trial, so you can try the software before you buy it. This is a great way to see if Insightly is the right CRM for your business.

Tip 3: Use a discount code. Insightly often offers discount codes, so be sure to check our website or social media pages for the latest offers.

Tip 4: Contact our sales team. Our sales team is always happy to answer your questions and help you find the best pricing option for your business.

We hope these tips have helped you get the most out of Insightly pricing. If you have any other questions, please contact our sales team.

Conclusion

Insightly offers a variety of pricing plans to fit the needs of businesses of all sizes. The Basic plan is a good option for small businesses and startups that need a simple and affordable CRM solution. The Professional plan is a good option for small businesses and startups that need a more robust CRM solution. The Enterprise plan is a good option for large businesses and enterprises that need a comprehensive CRM solution.

We encourage you to take advantage of our free trial to see if Insightly is the right CRM for your business. We also offer a variety of discounts and promotions, so be sure to check our website or social media pages for the latest offers.

We believe that Insightly is the best CRM solution on the market. We offer a wide range of features, integrations, and support to help businesses of all sizes achieve their sales, marketing, and customer service goals.

Thank you for considering Insightly. We look forward to helping you grow your business.