Insightly
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Marketing Campaigns
- Target Group Selection
- Personalized Messaging
- Friendly Text Editor
- Wildcards & Attachments
- Easy Export/Import of Data
- Drag-and-Drop Customization
- Automated Feedback Tracking
- See emails sent, delivered, read, links clicked and unsubscribed
- Concise Statistics
- Financial Rentability Evaluation
- Converting incoming emails into leads
- Tracking sales leads
- Automated Web Forms
- Detection of Opportunities
- Business Management
- Pricelist Quotations
- Quick overview of success, turnover, profit, and rep substituability
- Customer Management
- Segmentation and Sorting based on relationship, geography, importance, potential, size, or custom fields
- Automated import/export of contacts with Outlook
- Customer State
- Data Sharing
- Outlook Auto Reminders
- Custom Reminders
- Synchronization of Contacts with cell phones
- Professional Bulk Emails
- Custom Reports
- Project Management
- Lead-to-Project Conversion
- Copy and Save communication history (with attachments)
- Different Workflows for each business type
- Automated Tasks & Important Milestones
- Assign Roles & Responsibilities
- Deadlines & Budgets
- Project Calendar
- Constant Time & Finance comparison
- Notifications
- Human Resources Planning
- Fully-Featured Android App
- Reports & Analyses
- Offline Data Availability
- Several Types of Reports (Sales Efficiency, Project Progress, Employee Timesheets, Finances, Customers, Custom)
- Export to Microsoft Excel, PDF or Microsoft Word.
- Everything print ready
- Open API
- Phone & Email Support
Pricing Info
Pricing Info
eWay-CRM offers a free plan as well as three enterprise pricing options for users to consider. You have the possibility to use a 200 MB package for free, subscribe for a cloud-hosted 10 GB package and pay per month, or purchase the full-time local server license. Here are the details per each package:
Free
- 200 MB Storage
- Customizable
- Multiple Devices
- Email Support
Premium – Monthly Subscription – $28/user/month
- 10 GB Storage
- Data Sharing
- Customizable
- Multiple Devices
- Mobile App
- Phone Support
Premium – Lifetime License – $399/user (+18% annual support fee)
- Your server
- Data Sharing
- Customizable
- Multiple Devices
- Mobile App
- Phone Support
Integrations
Integrations
eWay-CRM is integrated with many great tools:
- Microsoft Office
- Quickbooks
- WordPress
- TeamViewer
- Poll Everywhere
- Tableau
Also eWay-CRM is an open API system, which means you can connect it to virtually any third-party system or business application. TO facilitate service delivery, the system offers native integration to Microsoft Outlook.
Contact the vendor for technical details.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Caverion, Skoda, Logicon
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
eWay-CRM is a comprehensive CRM for Outlook for users looking to improve traction with customers and turn basic data into operable intelligence.
Company Email
info@eway-crm.com
Contact No.
Company's Address
1200 Main Street
Kansas City, Kansas
USA
eWay-CRM Comparisons
Popular eWay-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
If you are still having doubts about which solution will work best for your company it may be a sound idea to check out each service’s social metrics. Such metrics are quite often a way to see how popular every product is and how wide is its online presence. For example, in case of Facebook eWay-CRM has 59 likes on their official profile while Insightly profile is liked by 34244 people.
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