Insightly
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Marketing, sales and service automation
- Web-to-lead forms
- Landing pages
- Lead source knowledge
- Campaign management
- Custom-made templates
- Lead scoring automation
- 360-degree customer view
- Create quotations and sales orders
- Manage sales pipeline
- Create and manage tickets
- Define Service Level Agreement (SLA)
- Online appointment scheduling
- Monitor team performance
- Graphical Representations
- Notifications and alerts
Pricing Info
Pricing Info
Centra Hub offers flexible SMB and enterprise pricing schemes that are tailored to fit the needs of every business. Moreover, the company offers a free trial, where you can test the features prior to picking the most suitable plan. Below are the pricing details for the sales and marketing plans:
Start Up – $12/user/month
Sales:
- Contact management
- Unlimited Contacts & Companies
- Custom Data Fields
- Activities – Tasks, Events, Calls
- Appointment Scheduling
- Goals Tracking
- Email Tracking
- Deals
- Call Recording
- Campaigns
- Assignment Rules
- Email Integration
- Call transcription & reporting
- Conversations inbox
- eSignature
- Inventory Management
- Lists
- Post Call Automation
- Multiple deal pipelines
- Price Books
- Order Management
- Products
- Quotes
- Sales automation
Marketing:
- Email Campaigns
- Email templates
- Workflows
- Web forms
- Visitor Tracking
- 5,000 Emails (Branded)
- Web-to-Lead
- Marketing Automation
- Field Updates
- SES/Mandril/Sendgrid Integration
- Auto Responders
- Custom Reports
- Custom Modules and Buttons
- Documents
- Customize Page & Search Layout
- Social Media Lead generation (Facebook & LinkedIn)
- Bulk/Mass Email
- Mobile CRM
- Quick Actions
- Recurring Activities
- Reports and Dashboards
- Smart notifications
- Surveys
- Tags and Groups
Additional:
- 50+ Plugins/Integrations
- Email & Phone Support
- Google/Shopify/Strike Sync
- Chrome Extension
- Basic, Email and Team Reports
- Access Controls(ACLs)
- Data Backup
- Functions & Macros
- Data Encryption
Professional – $20/user/month
Sales:
- Contact management
- Unlimited Contacts & Companies
- Custom Data Fields
- Activities – Tasks, Events, Calls
- Appointment Scheduling
- Goals Tracking
- Email Tracking
- Deals
- Call Recording
- Campaigns
- Assignment Rules
- Email Integration
- Call transcription & reporting
- Conversations inbox
- eSignature
- Inventory Management
- Lists
- Post Call Automation
- Multiple deal pipelines
- Price Books
- Order Management
- Products
- Quotes
- Sales automation
Marketing:
- Email Campaigns
- Email templates
- Workflows
- Web forms
- Visitor Tracking
- 5,000 Emails (Branded)
- Web-to-Lead
- Marketing Automation
- Field Updates
- SES/Mandril/Sendgrid Integration
- Auto Responders
- Custom Reports
- Custom Modules and Buttons
- Documents
- Customize Page & Search Layout
- Social Media Lead generation(Facebook & LinkedIn)
- Bulk/Mass Email
- Mobile CRM
- Quick Actions
- Recurring Activities
- Reports and Dashboards
- Smart notifications
- Surveys
- Tags and Groups
Additional:
- 50+ Plugins/Integrations
- Email & Phone Support
- Google/Shopify/Strike Sync
- Chrome Extension
- Basic, Email and Team Reports
- Access Controls(ACLs)
- Data Backup
- Functions & Macros
- Data Encryption
Enterprise – $33/user/month
Sales:
- Contact management
- Unlimited Contacts & Companies
- Custom Data Fields
- Unlimited Activities – Tasks, Events, Calls
- Appointment Scheduling
- Goals Tracking
- Email Tracking
- Deals
- Custom Deal Tracks
- Post Call Automation
- Call Recording
- Automated Voicemails
- Campaigns
- Assignment Rules
- Email Integration
- Audit Logs
- eSignature
- Inventory Management
- Invoices
- Lists
- Multiple currencies
- Price Books
- Order Management
- Products
- Quotes
- Sales automation
Marketing:
- Email Campaigns
- Email templates
- Contact Level Analytics
- Workflows
- Web forms
- Visitor Tracking
- 5,000 Emails (Branded)
- Web-to-Lead
- Marketing Automation
- Field Updates
- SES/Mandril/Sendgrid Integration
- Auto Responders
- Custom Reports
- Custom Modules and Buttons
- Documents
- Customize Page & Search Layout
- Social Media Lead generation(Facebook & LinkedIn)
- Bulk/Mass Email
- Mobile CRM
- Quick Actions
- Recurring Activities
- Reports and Dashboards
- Smart notifications
- Surveys
- Tags and Groups
Additional:
- 50+ Plugins/Integrations
- Email & Phone Support
- Dedicated Account Rep
- Onboarding Coach
- Google/Shopify/Strike Sync
- Chrome Extension
- Basic, Email and Team Reports
- Access Controls(ACLs)
- APIs
- Webhooks
- Data Backup
- Data Sharing
- Functions & Macros
- Portals
Ultimate – $59/user/month
Sales:
- Contact management
- Unlimited Contacts & Companies
- Custom Data Fields
- Lead Scoring
- Unlimited Activities – Tasks, Events, Calls
- Appointment Scheduling
- Goals Tracking
- Email Tracking
- Deals
- Custom Deal Tracks
- 2- Way Telephony
- Post Call Automation
- Call Recording
- Automated Voicemails
- Campaigns
- Assignment Rules
- Email Integration
- Call transcription & reporting
- Audit Logs
- Conversations inbox
- eSignature
- Events Scheduler
- Inventory Management
- Invoices
- Lists
- Multiple currencies
- Multiple deal pipelines
- Price Books
- Order Management
- Products
- Quotes
- Real-time Notifications – SalesSignals
- Sales automation
- Territory Management
- Vendors
Marketing:
- Email Campaigns
- Email templates
- Contact Level Analytics
- Workflows
- Web forms
- Visitor Tracking
- 5,000 Emails (Branded)
- Web-to-Lead
- Marketing Automation
- Automatic Field Updates
- SES/Mandril/Sendgrid Integration
- Connections
- Auto Responders
- Custom Reports
- Custom Modules and Buttons
- Documents
- Customize Page & Search Layout
- Social Media Lead generation(Facebook & LinkedIn)
- Bulk/Mass Email
- Mobile CRM
- Quick Actions
- Recurring Activities
- Reports and Dashboards
- Smart notifications
- Surveys
- Tags and Groups
Additional:
- 50+ Plugins/Integrations
- Email & Phone Support
- Dedicated Account Rep
- Onboarding Coach
- Google/Shopify/Strike Sync
- Chrome Extension
- Basic, Email and Team Reports
- Access Controls(ACLs)
- APIs
- Webhooks
- Data Backup
- Data Encryption
- Data Sharing
- Functions & Macros
- Portals
Integrations
Integrations
Centra Hub integrates with the following business systems and applications:
- Zapier
- Paytm
- Stripe
- PayPal
- Sign easy
- Skype
- RingCentral
- Twilio
- Ameyo
- Knowlarity
- MailChimp
- One Drive
It also offers social media and ERP integrations.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Gulf Islamic Investments, Bahwan Holding, Hadid
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
Centra Hub is an all-in-one CRM solution for growing businesses by integrating sales, marketing, and automation on a single platform,
Company Email
info@centrahub.com
Contact No.
Company's Address
Centra Hub CRM Comparisons
Popular Centra Hub CRM Alternatives
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
Insightly Comparisons
Popular Insightly Alternatives
When you test various CRM Software software you shouldn’t simply explore their list of features and available pricing plans. Keep in mind the solution should be matching your work processes and company so the more flexible their offer the better. Learn what systems are supported by Centra Hub CRM and Insightly and ensure you will obtain mobile support for whichever devices you work on in your company. You should also examine which languages and geographies are supported, because this might be a critical factor for many companies.
Page last modified