Insightly

By Insightly

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Check How Insightly can help to automate Indian Business. Techimply provide their list of features, pricing, Free demo and Comparison with the best alternative

Pricing of Insightly

Plus

USD 29.00

Per Month

Buy Now

Assign Sales Teams
Attach Files From Cloud Storage
Automatic Duplicate Detection
Automatic Social Profile Enrichment
Batch Update Records With Ease
Built-in Business Intelligence Dashboards
Calendar and Docs
Calendar and Onedrive
Calendar Sync
Calendar Synchronization
Cloud File Storage Integration
Configurable Project Processes
Configurable Reports
Contact and Organization Management
Contact Sync
Customizable Sales Processes
Customized Report Scheduling and Emailing
Email Templates
Gmail Integr

Professional

USD 49.00

Per Month

Buy Now

Standard Support Plan
Task and Event Management
Visualize Leads With Kanban
Web to Lead Capture
Automatic Social Profile Enrichment
Batch Update Records With Ease
Build and Share Customized BI Dashboards
Built-in Business Intelligence Dashboards
Calendar and Disintegration With Microsoft Office 365 Login
Calendar and Onedrive
Calendar Synchronization
Cloud File Storage Integration
Complete Workflow Automation
Configurable Project Processes
Configurable Reports
Configurable Webhooks
Contact and O

Enterprise

USD 99.00

Per Month

Buy Now

Apply Task and Event Activity Sets
Assign Sales Teams
Attach Files From Cloud Storage
Automatic Duplicate Detection
Automatic Social Profile Enrichment
Batch Update Records With Ease
Build and Share Customized BI Dashboards
Built-in Business Intelligence Dashboards
Calculated Fields on Any Object
Calendar and Disintegration With Microsoft Office 365 Login
Calendar and Onedrive
Calendar Sync
Calendar Synchronization
Cloud File Storage Integration
Complete Workflow Automation
Configurable Project

Plus (CRM)

USD 29.00

/User/Month

Buy Now

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)

USD 49.00

/User/Month

Buy Now

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)

USD 99.00

/User/Month

Buy Now

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)

USD 99.00

/Month

Buy Now

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)

USD 499.00

/Month

Buy Now

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)

USD 999.00

/Month

Buy Now

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

USD 249.00

/Month

Buy Now

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)

USD 29.00

/User/Month

Buy Now

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)

USD 49.00

/User/Month

Buy Now

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)

USD 99.00

/User/Month

Buy Now

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)

USD 349.00

/Month

Buy Now

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)

USD 899.00

/Month

Buy Now

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)

USD 2.00

/Month

Buy Now

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

Key Features of Insightly

Key Features:

Assignment Management
Calendar Management
Collaboration Tools
Commenting/Notes
Drag & Drop
Gantt/Timeline View
Percent-Complete Tracking
Prioritization
Recurring Tasks
Search/Filter
To-Do List
Reporting/Analytics
Mobile Access
Workflow Management

Key Specification

Other Categories:	Sales Tracking Software Sales Forecasting Software Task Management Software Contact Management Software Free Contact Management Software Project Management Software With Quickbooks Integration
Deployment:	Cloud Hosted,Hybrid,On Premise,Any
Customer Support:	Email,Live Chat
Languages Support:	English