Insightly
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Document Management
- Reports
- Sales Forecasting
- Lead Management
- Call Management
- Sales Performance Management
- Alerts & Notifications
- Campaigns
- Email Integration
- Appointment Management
- Opportunity Management
- Contact Management
- Sales Collaboration
- Activity Management
Pricing Info
Pricing Info
EspoCRM offers three SMB and enterprise pricing packages for users to choose from. Give the details a look, and choose the best plan for your business:
Basic – $15/user/month
- Minimum of 3 Users
- 1GB file storage per user
- 50,000 records
- Full feature set
- Advanced Pack included
- 12×5 (hours/days) email support
Enterprise – $25/user/month
- Minimum of 5 users
- 3GB file storage per user
- 500,000 records
- Full feature set
- Advanced Pack included
- 12×5 (hours/days) email support
Ultimate – $150/user/month
- Minimum of 10 users
- 250GB file storage
- Unlimited number of records
- Full feature set
- Advanced Pack included
- 12×5 (hours/days) email support
All plans include:
- Leads
- Opportunities
- Accounts
- Contacts
- Calendar
- Meetings
- Calls
- Tasks
- Emails
- Email Accounts
- Email Templates
- Email Filters
- Mass Email
- Cases
- Email-to-Case
- Documents
- Reports
- Business Process Management
- Workflows
- Products
- Quotes
- Invoices
- Campaigns
- Target Lists
- Email Marketing
- MailChimp Integration
- Portal
- Knowledge Base
- Google Calendar Integration
- Google Contacts Integration
- Activity Stream
- Follow Button
- Custom entities
- Custom fields
- Customizable layouts
- Label Manager
- Dynamic forms
- Calculated fields
- Users
- Teams
- Roles
- Data Import
- Export to Excel
- Export to CSV
- Currency Rates
- Themes
Integrations
Integrations
EspoCRM integrates with the following business systems and applications:
- Google Calendar
- Google Contacts
- MailChimp
- Microsoft Azure
- Amazon Web Services
- Asterisk Manager Interface (AMI)
- Twilio
- Starface
- Binotel
- Google Cloud
- Oracle Cloud
- VoIP Systems
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
EpsoCRM is an open source web application that allows you to see, enter and evaluate all your company relationships regardless of the type.
Company Email
Contact No.
Company's Address
Rivnenska, 5A, office 404,
Chernivtsi, 58013
Ukraine
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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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All the data, details and statistics that we provided in this comparison were collected from official company sites, marketing content available online, real-life experience from real customers as well as our personal direct use of every product by a professional reviewer. We pay a lot of attention to thoroughly study every software, so we not only examine it ourselves, but we also compare our findings with experiences of other members from the B2B community.
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