Insightly
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Customer relationship management module
- E-mail integration
- VAT invoices, bills, and receipts
- Timesheets
- Calendar and projects
- Reports, charts
- Quotes and orders
- Cloud storage
- Native Android and iOS mobile apps
- Deadline reminders
- Integration with automatic payments
- Free technical support
Pricing Info
Pricing Info
Firmao CRM offers three pricing tiers, with monthly or annual payment options. A free trial plan is available for those who want to learn more about its features. Meanwhile, users can opt to get customized add-ons for an additional fee. Explore the editions and their features below to determine the best fit for your budget and needs.
Standard – €16/user/month
- CRM – Customer Relationship Management
- E-mail integration
- VAT invoices, bills, and receipts
- Timesheeting, calendar, and projects
- Reports, charts
- Quotes and orders
- Cloud storage – 2GB per license
- Android and iOS mobile apps
- Deadline reminders
- Integration with automatic payments
- Free technical support 8 AM to 4 PM Monday-Friday (email)
Professional – €30/user/month
- Everything in Standard +
- Defining custom fields for your data
- Chat, Live chat, and Callback
- Editable templates of invoices, quotes, and agreements
- E-mail templates and an autoresponder
- Cloud storage – 10GB per license
- VoIP integration
- Automatic cyclical invoice generation
- Price groups and individual prices
- Deals
- OCR – invoice handling automation
- Gantt, Kanban diagrams
- Sales plan
Enterprise – €56/user/month
- Everything in Professional +
- Customizations (paid extra)
- Google, Outlook Calendar integration
- E-mail and phone surveys
- SMS service integration
- E-commerce platforms integrations
- Courier systems integrations
- Maps Integration
- Document and tasks workflow
- ERP – production
- Zapier integration
- Customer panel
- Automations, Processes
- Data analysis
- Free technical support 8 AM to 4 PM Monday-Friday (email, phone), 24h/365 (email)
Integrations
Integrations
Firmao CRM supports over 1000 integrations across various categories including e-commerce, communication, accounting, marketing automation, Google payment, transport, and calendar. Among the apps it can integrate with are:
- Zapier
- VoIP
- Shopper
- Salesmanago
- Zoom
- Stripe
- Paycove
- SMS API
- Mailchimp
- Way2Send
- Przelewyy24
- Globkurier
- Furgonetka
- Kalendarz Google
- LiveAgent
- BaseLinker
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
ECO Instal, MP&M, Scorise
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
Firmao CRM is an online CRM software with integrated marketing, customer service, and VoIP solutions on one platform for personalized experiences.
Company Email
contact@firmao.io
Contact No.
Company's Address
Firmao Polska Sp. z o.o.
82 Rewolucji 1905 roku, Łódź, 90-223
Poland
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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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In the event you are still having doubts about which product will be best in your case it might be a sensible idea to examine 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 instance, in case of Facebook Firmao CRM has 0 likes on their official profile while Insightly profile is liked by 34244 users.
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