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
Lead Management and Sales Automation
- Automatic lead capture from multiple sources using APIs
- Inbuilt cloud telephony with call recording and call tracking
- Inbuilt communication channels like call, SMS, Email, WhatsApp for engagements
- AI-based predictive lead scoring and pipeline analysis
- Lead journey engagement automation across sales cycle
- Automatic alerts, triggers and notifications
- Data Imports and exports
- Follow-ups reminders and notifications for calls, meetings, etc.
Mobile CRM (for sales)
- Real time access to customer data
- Create, update tasks, schedule follow ups and meetings on the go
- Geo tagging to track field executives’ real time
Marketing Automation
- Nurture leads via contextual and personalized automated communications
- Use Content Manager to create personalized templates for SMS, Email and WhatsApp
- Inbuilt landing Page editor
- Campaign scheduling over SMS and Email
- Drip campaigns
- Bulk SMS and Emails
Ticketing system/Helpdesk
- Multiple ticket SLAs
- Ticket Auto Reply/ Notifications
- SLA breach notifications
- API ticket creation with auto assignment
- Custom stages
- Ticket dashboard
Customer Success Management
- Payment gateway integration using API
- Transaction fields customization and tags creation
- Renewal Automation
- Dashboard to track past purchase, recurring payments, dues, etc.
Dashboards and analytics
- Sales dashboard to track revenue – by source, location, teams, lead owner, etc.
- Performance and productivity report for sales, customer support and success teams
- Marketing campaigns report to measure engagements
- 360° view of customer journey
Pricing Info
Corefactors offers different enterprise pricing plans suited for different scales of businesses. A 7-day free trial with 1,000 credits is available.
Seed – $37 per month
- Up to 3 Users
- Marketing Box
- Lead Box
- 50,000 Data Management Entries
- 25 Content Management Templates
- SMS/Email Campaign
- 3 Direct Integrations
- Standard Field Customization
- Custom Lead Stages
- Standard Lead Dashboard
- Inbuilt Comms (SMS/Email)
- Manual Ticket Creation
- One Time Free 100 SMS/Emails per Account
Sapling – $57 per month
- All Features in Seed +
- Success Box
- Reports
- 100,000 Data Management Entries
- 50 Content Management Templates
- Landing Page Editor
- Marketing Automation
- 5 Direct Integration
- 5 API Webhook Integration
- Leads Automation
- Custom Field Customization
- Automated Lead Stages
- Custom Lead Dashboard
- Auto Reply / Call Connect
- One Virtual No. (Landline) Inbuilt Cloud Telephony
- Sales Automation
- Lead Journey
- 3 Levels Hierarchy
- Automated Ticket Creation
- Landing Page & API Ticket Creation
- Standard Group Configuration
- Auto Reply / Notifications
- Ticket Notifications
- One-Time Free 500 SMS/Emails/Calls per Account
Tree – $112 per month
- All Features in Sapling +
- 200,000 Data Management Entries
- 100 Content Management Templates
- 10 Direct Integration
- 10 API Webhook Integration
- Advanced Field Customization
- AI-Enabled Lead Stages
- Advanced Lead Dashboard
- Automated Inbuilt Cloud Telephony
- Up to 10 Lead Journey
- Third-party API
- Two-Factor Authentication
- Advanced Multi-Level Hierarchy Implementation
- RevOps Enabled Ticket Creation
- Advanced Group Configuration
- RevOps Sales & Finance Team
- One-Time Free 1,000 SMS/Emails/Calls per Account
Enterprise – By quote
- Custom Solutions
Unlimited Calling Plans
Integrations
Corefactors integrates with different types of third-party apps such as:
- Wix
- Gmail
- Exotel
- 99acres
- Zapier
- Zoho
- Shopify
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Ketto, First Advantage, Impact Guru
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
Corefactors is an AI CRM that integrates advanced functions like sales, marketing, and customer success management into one platform.
Company Email
sales@corefactors.in
Contact No.
Company's Address
Corefactors
Krishna Reddy Building, Corefactors, #43/1, 3rd Floor,Doddanekundi Main Rd, Bengaluru, Karnataka,
India
Corefactors Comparisons
Popular Corefactors Alternatives
In the event you are still having second thoughts about which product will work best for your company it might be a sensible idea to check out each service’s social metrics. Such metrics are frequently an indicator of how popular each software is and how large is its online presence. For instance, in case of Facebook Insightly has 34244 likes on their official profile while Corefactors profile is liked by 885 users.
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