Insightly
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Contact Management
- Deal Management
- Telephony
- Appointment Scheduling
- Project Management
- Gamification
- Marketing Automation
- Landing Page Builder
- Social Suite
- Email Tracking
- Email Marketing
- Mobile Marketing
- Helpdesk
- Ticketing
- Feedback Management
- Smart Views
- Knowledgebase
- Canned Responses
Pricing Info
Pricing Info
Agile CRM offers SMB and enterprise pricing plans plus a freemium.
Free
- 10 Users
- 50,000 Contacts & Companies
- Custom Data Fields
- Lead Scoring
- Unlimited Deals, Tasks & Documents
- Appointment Scheduling
- Custom Deal Milestones
- Email Tracking
- 2-Way Email Integration
- Custom Deal Tracks
- 2-Way Telephony
Starter – $14.99/month or $9.99/month (Annual Billing) or $8.99/month (2 Years)
- Email Campaigns
- Web Engagement
- Contact Level Analytics
- Form Builder
- Email Templates Builder
- Landing Page Builder
- 5,000 Emails (Branded)
- Web-to-Lead
- Marketing Automation
- Social Monitoring
- Mobile Marketing
Regular – $49.99/month or $39.99/month (Annual Billing) or $29.99/month (2 Years)
- Helpdesk
- Groups
- Labels
- Canned Responses
- Views
- Activities
- Reports
Enterprise – $79.99/month or $64.99/month (Annual Billing) or $47.99/month (2 Years)
- 50+ Plugins/Integrations
- Email & Phone Support
- Google/Shopify/Stripe Sync
- Chrome Extension
- Basic & Email Reports
Integrations
Integrations
Agile CRM integrates with the following business systems and applications:
- TowerData
- Google Plus
- Zendesk
- ClickDesk
- HelpScout
- LiveHelpNow
- Tidio Chat
- UserVoice
- IMAP
- G Suite
- Microsoft Exchange
- Twilio
- RingCentral
- Bria CounterPath
- Mandrill
- SendGrid
- Amazon SES
- Plivo
- Stripe
- FreshBooks
- Xero
- QuickBooks
- Braintree
- Shopify
- WordPress
- Magento
- WooCommerce
- Joomla
- Drupal
- Unbounce
- LeadPages
- Gravity Forms
- WuFoo
- Zapier
- Webmerge
- Dedupely
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Indeed, Fidelity Bank, BaseSuit, People Per Hour
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A leading sales, marketing and service CRM for small businesses designed to give them Fortune 500 leverage.
Company Email
sales@agilecrm.com
Contact No.
Company's Address
Agile CRM
First Floor, Plot No. 8 & 9, Jubilee Enclave, Opp. HITEX Entrance
Hyderabad, Telangana 500084, India
Agile CRM Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Flexible Calendaring and Events
- Automatic Address Book
- Insightly Notes, Evernotes and Comments
- Fast Search
- Custom Fields and Filters
- File Sharing to keep related records together and accessible
- Web to Contact forms
- Tags by keywords, contacts, projects
- Notification and Follow System
- Linking
- Mass Email Contacts with MailChimp Integration
- Create Milestones, Pipelines and Tasks for Projects
- Get Automatic Email Reminders
- Specify Roles for Contacts
- Track All Email Correspondence
- View Completed Tasks and Events by Project
- Include Any Files Associated with the Project
- View Task and Event Reports
- Easy file uploads
- Google Apps & Gmail
- Google Drive
- Evernote
- Other applications via the Insightly API
- Dashboard for quick lookups
- Tasks and Milestones
- Pipeline Activity Sets
- Opportunity Reports
- Easy to invite new users
- Set up teams
- Create user permissions
- Set up relationships, pipelines, and activity sets
- Add custom fields
- 128bit SSL security (military grade AES-256 encryption)
- Automatic backups
- Mobile site
- iOS app
- Android app
- Auto detection of email address, Twitter, and LinkedIn profiles
- Single click to see contact’s public online information
- REST-based Application Programming Interface (API)
- JSON and XML support
- Limited OData support
- HTTP Basic authentication to monitor calls to API
- Partnership with Logical Operations
- Simple, clear training course materials
- Unlimited customer support
Pricing Info
Insightly has a good selection of pricing tiers to cater just what your organization and system requires. A free 14-day trial is available so you can try all the advanced features in the Professional Plans. After the trial is over, you may choose to cancel, upgrade, or downgrade to a completely free plan.
Here are the details of Insightly’s available subscription plans:
Free Plan
- Up to 2 users
- 10 Mass Emails per day
- 2 Custom Fields per record type
- 2,500 Record Limit
- Self-Service support
- Lead and sales management
- Task and project management
- Mass email and custom email templates
- Custom reports and charts
- Accounting integrations
- OAuth Single Sign-On (SSO)
Plus Plan – $29/month per user billed annually or $35/month per user billed monthly
- 100,000 record limit
- 2,500 mass emails per day
- 50 custom fields per record type
- Email support
- MailChimp integrations
- Calendar and contact sync
- Scheduled reports and Smart alerts
- Custom branding
- Slack integration
- Email scheduling
- OAuth Single Sign-On (SSO)
- Lead and sales management
- Task and project management
- Mass email and custom email templates
- Custom reports and charts
- Accounting integrations
Professional Plan – $49/month per user billed annually or $59/month per user billed monthly
- 250,000 record limit
- 5,000 mass emails per day
- 100 custom fields per record type
- Priority email support
- Role-based permissions
- Lead assignment rules
- Workflow automation
- MailChimp integrations
- Calendar and contact sync
- Scheduled reports and Smart alerts
- Custom branding
- Slack integration
- Email scheduling
- OAuth Single Sign-On (SSO)
- Lead and sales management
- Task and project management
- Mass email and custom email templates
- Custom reports and charts
- Accounting integrations
Enterprise Plan – $99/month per user billed annually or $129/month per user billed monthly
- Unlimited records
- 10,000 mass emails per day
- 200 custom fields per record type
- Priority email support
- SAML-based Single Sign-ON (SSO)
- Role-based permissions
- Lead assignment rules
- Workflow automation
- MailChimp integrations
- Calendar and contact sync
- Scheduled reports and Smart alerts
- Custom branding
- Slack integration
- Email scheduling
- OAuth Single Sign-On (SSO)
- Lead and sales management
- Task and project management
- Mass email and custom email templates
- Custom reports and charts
- Accounting integrations
Integrations
Insightly integrates with the following business systems and applications:
- Google Apps
- Gmail
- Google Calendar
- Google Drive
- Evernote
- INinbox
- MailChimp
- Outlook 2013
- Quote Roller
- Torpio
- Zapier
- API access
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Insightly is a service that integrates customer relationship with project management in mobile and social platforms. Built for small businesses, Insightly offers enterprise-grade CRM features to help you get a complete overview of your business, track deliverables, and improve communication with your customers,
Company Email
email@insight.ly
Contact No.
Company's Address
434 Brannan Street, 2nd Floor
San Francisco, CA 94107
USA
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Popular Insightly Alternatives
Almost as important as functionalities and client support quality are pricing packages made available by Agile CRM and Insightly. Even though pricing should not be a deciding factor it’s definitely a significant thing to think about. You should expect a flexible pricing plan that can be matched with your team size and painlessly scaled up every time your company grows. You should be certain you don’t opt for pricing plans that have advanced functionalities that you won’t find useful and always try to contact with the vendor directly because big companies can often count on discounts. You should also give a chance to a free trial or demo of each app to spend at least some time using it. It’s a valuable experience that doesn’t need you to invest any money and gives you a solid overview of what it feels like to work with Agile CRM and Insightly.
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