Insightly
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Built-in Calling and SMS
- Email Integration
- Automated Follow-ups
- Lead Management and Pipeline Tracking
- Task and Activity Management
- Customizable Dashboards
- Sales Analytics and Reporting
Pricing Info
Close provides four enterprise pricing plans designed to help businesses leverage the power of the Close platform without going beyond budget. Choose annual billing to save up to 35%. Users may also opt for a solo plan.
- Unlimited contacts and leads
- Multiple pipelines
- Advanced lead and activity filters
- Built-in email, calling, and SMS
- Centralized inbox and task list
*Workflows not included
Growth – $99/seat/month
- Everything in Essentials +
- Automated workflows
- Power dialer
- AI email assistant
- Custom activities
Scale – $139/seat/month
- Everything in Growth +
- Role-based access and permissions
- Lead visibility rules
- Predictive dialer
- Unlimited call recording
Solo – $9/month
- Everything in Essentials but
- Limited to 1 user
- Limited to 10,000 leads
*Workflows not included
Integrations
Close supports integrations with the following business systems and applications:
- 99Inbound
- Alice
- Allegow
- AppInsights
- Balto
- Better Proposals
- COZYROC
- Calendly
- Clay
- Close GPT
- Complily
- Conversify
- Convin
- Copyfactory
- Custify
- Customer.io
- Databar
- Digioh
- Driftrock
- Drip
- Dripify
- DropFunnels
- Enthu.AI
- Findymail
- Fireflies
- Fivetran
- FrontRace
- GAConnector
- Geckoboard
- GetAccept
- Glances
- Gmail
- Gong
- Google Calendar
- Help Scout
- Helpwise
- Hightouch
- Hotglue
- HubSpot
- Hyperise
- Integrately
- InvoiceBerry
- iClosed
- Jiminny
- JustCall
- journy.io
- Kennected/LinkedFusion
- Klavis AI
- KlickTipp
- KrispCall
- Latenode
- Lead Mapper
- LeadFuze
- Leadinfo
- LeadsBridge
- LinkClose
- LinkMatch
- Linked Helper
- LiveAgent
- Magic Sales Bot
- Make
- Master Metrics
- Microsoft 365
- Missive
- Pabbly
- Palette
- Plecto
- Poper
- Prelo
- Process Street
- QuotaPath
- Reform
- Reply
- Retool
- Ringover
- SavvyCal
- Scoop Analytics
- ScriptCaller
- SeekWell
- Segment
- Sendspark
- Sequin
- Setter
- SignWell
- Signable
- Skyvia
- SnapAddy
- Spiff
- Stitch
- SyncSpider
- TAMI
- UpLead
- Voila Norbert
- viaSocket
- Whalesync
- Zapier
- Zoom
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Branch, MakeSpace, toggl
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
Close is a potent sales automation tool that helps sales teams handle leads, track pipelines, and communicate more effectively.
Company Email
support@close.com
Contact No.
Company's Address
Close
California
USA
Close Comparisons
Popular Close Alternatives
Almost as essential as functionalities and user support responsiveness are pricing plans made available by Insightly and Close. While price should not be the only aspect it’s without a doubt an important thing to think about. You should count on a flexible pricing package that can be matched with your company size and easily scaled up if your company expands. You should be certain you don’t opt for packages that have complex functionalities that you won’t find useful and always make an effort to get in touch with the vendor directly as big companies can frequently benefit from special pricing. You should also give a chance to a free trial or demo of each software to spend at least some time on actual work with the system. It’s a useful experience that doesn’t ask you to spend any money and offers a practical overview of what it’s like to work with Insightly and Close.
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