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
- Sales and Markeiting Automation
- Autoresponders
- Double opt-in
- Segmentation
- GDPR Compliant
- Simple designer
- Contact Management
- Facebook Ads
- Analytics
- Ticketing Management
- Triggers
- Email templates
- A/B Testing
- Email sequences
- Automation
- CRM
- Deals
- Pipeline Management
- Appointments
- Email Marketing
- Social Media Engagement
- Email Sequences
- Web Forms
- Landing Pages
- Live Chat
- Products
- Proposals
Pricing Info
EngageBay offers the following basic and enterprise pricing packages:
Free – $0/month
- 1,000 contacts
- 1,000 branded emails per month
- Lists
- Email Marketing
- Lists
- Email Marketing
- Sequences
- Contact Management
- Ticketing Management
- Lead Grabbers
- Forms
- Facebook Ads
- Social Media
- 20GB File Storage
- Email & Chat Support
Basic – $14.99/month or $12.99/user/month (annual) or $10.79/user/month (biennial)
- 15,000 contacts
- 10,000 branded emails per month
- Lists
- Email Marketing
- Sequences
- Contact Management
- Ticketing Management
- Lead Grabbers
- Forms
- Facebook Ads
- Social Media
- 2GB File Storage
- Email & Chat Support
Growth – $49.99/month or $40.99/user/month (annual) or $35.99/user/month (biennial)
- 10,000 contacts
- 25,000 branded emails per month
- Lists
- Lead Scoring
- Email Marketing
- Lead Nurturing
- Marketing Automation
- Contact Management
- Ticketing Management
- Lead Grabbers (Web Popups)
- Forms
- Facebook Ads
- Social Media
- Landing Pages
- Auto Responders
- Custom Fields
- Email Templates
- 5GB File Storage
- Email & Chat Support
Pro – $79.99/user/month or $65.59/user/month (annual) or $57.59/user/month (biennial)
- Unlimited contacts
- 50,000 branded emails per month
- Lists
- Lead Scoring
- Email Marketing
- Lead Nurturing
- Marketing Automation
- Contact Management
- Ticketing Management
- Lead Grabbers (Web Popups)
- Forms
- Facebook Ads
- Social Media
- Landing Pages
- Custom Landing Page Designer
- Sub Domain Support for Landing Pages
- Auto Responders
- Custom Fields
- Email Templates
- Custom Email Template Designer
- Analytics
- A/B Testing
- 20GB File Storage
- Phone Call Support
- Dedicated Account Manager
Integrations
EngageBay integrates with the following business systems and applications:
- Zapier
- QuickBooks
- WordPress
- Xero
- Twilio
- Office 365
- Google Contacts and Calendar
- Stripe
- SendGrid
- Mailgun
- Mandrill
- Xero
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Panama Partners, Growth Robotics
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
EngageBay is an all-in-one marketing, sales, and CRM platform designed to be an affordable alternative to expensive solutions. Considered as a true alternative to more expensive business solutions, EngageBay automates key business processes and routines to free you up to create meaningful customer experiences.
Company Email
support@engagebay.com
Contact No.
Company's Address
EngageBay Inc.
255 Verano Way
Mountain House, CA, 95391
USA
EngageBay Comparisons
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