Insightly
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Lead & Opportunity Management
- Sales Pipeline Optimization
- Task Management
- Time Sheet Module
- Email & SMS Campaigns & Reminders
- Instant Invoices/Estimates
- Meetings
- Revenue Forecasting
- Document Management
- Client Portal
- Reporting
- Custom Entities
Pricing Info
Pricing Info
FinCRM provides different plans for users to choose from, including enterprise pricing plans for companies and firms with a larger user base.
Starter – ₹750/user/month (₹675 if billed annually)
- For startups with up to 5 users
- 200 SMS messages/month
- 10 GB disk storage
- Accounts & Contacts Management
- Lead Management
- Opportunity Management
- Revenue Forecasting
- Entity Creation
- Pipeline Visualization & Optimization
- Task Management
- Daily Employee Time Sheets
- Automated Lead Capturing
- Marketing Campaigns
- Emal & SMS Reminders
- Data Import & Export
- Meetings & Calendars
- Reports
- Client Portal
- Instant Invoices/Estimates
- Document Management
- Knowledge Base
Essential – ₹700/user/month (₹630 if billed annually)
- For SMEs with up to 10 users
- 500 SMS messages/month
- 25 GB disk storage
- All features in Starter Plan
Enterprise – ₹600/user/month (₹540 if billed annually)
- For firms with up to 20 users
- 1,000 SMS messages/month
- 60 GB disk storage
- All features in Essential Plan
Ultimate – ₹500/user/month (₹450 if billed annually)
- For large companies with up to 50 users
- 2,500 SMS messages/month
- 150 GB disk storage
- All features in Essential Plan
Integrations
Integrations
FinCRM integrates with the following lead sources:
- Google Ads
- Facebook Ads
- 99acres.com
- Indiamart.com
- Justdial.com
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Vrushali Thorat, Ajay Gaikwad, Vrushali Thorat
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
FinCRM is a CRM tool that allows centralized and efficient management of leads, tasks, campaigns, meetings, and documents.
Company Email
sales@fincrm.net
Contact No.
Company's Address
FINCRM
Mayfair Towers, Office No 1, Tower No 2,
Wakadewadi, Shivajinagar, Pune,
Maharashtra, India 411005
FinCRM Comparisons
Popular FinCRM 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
In the event you continue having second thoughts about which product will be best for your company it may be a good idea to investigate each service’s social metrics. These metrics are usually a sign of how popular each software is and how extensive is its online presence. For example FinCRM Twitter account has currently 8 followers. At the same time Insightly Twitter is followed by 4474 people.
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