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
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
- Best Contact Management for a multi-channel, noisy world
- The All-Inclusive Contact Record of the platform is rich in detail
- Automagic contact import—just enter email and see the magic unfold
- Social Listening and Engagement = New Leads
- Share effortlessly with employees or teams
- Categorize with the tool’s handy Tags and Searches
- Search all social media streams right from Nimble
- “Last Contacted” Feature allowing you to stay in touch
- Schedule events as well as coordinate calendars
- User-friendly, Easy-to-Manage Deals
- Daily “Today” Page—Your roadmap for the day
- Extend Nimble with more than a hundred integrated worktools
- “Signals”—Check who’s talking about you
- Set reminders: You can touch base regularly to establish relationships
- One screen has all the contact history you need
- A truly unified inbox, which includes social communications
- Nimble solution has a laser focus on your actionable insights
- Sales Pipeline tracking and reporting
- Assign tasks to yourself, employees, and team members
- Automatically integrate various parts of your business life
Pricing Info
Nimble Business – $24.90/user per month (billed annually) or $29.90/user per month (billed monthly)
- Workflows
- Workflow Automation
- Unified Message Inbox
- Contact Management
- Calendar Sync
- Contact Records
- Email Message Syncing
- Custom Fields
- Saved Search Segments
- Social Media Signals
- Social Profile Match
- Business Insights Capture
- Lead Qualification Workflows
- Group Messages
- Email Templates
- Email Tracking
- Activity Tracking
- Stay-in-touch Reminders
- Task Reminders
- Call Logging
- Enrichment Credits
- Custom Deal Dashboard Reports
- Deal Pipeline Management
- Sales Forecasts & Reports
- Team Permissions
- Nimble Prospector
- iPhone and Android apps
- Google Workspace Add-on
- Outlook Add-in
- Online & Email Support
- Comprehensive Support Center
- Free Onboarding Assistance
- Weekly Q&A Sessions
- 1:1 Consultation
- Google Workspace
- Microsoft 365
- API Access
Integrations
Nimble integrates with the following business systems and applications:
- Freshdesk
- Desk.com
- Zoho CRM
- Xero
- Quote Roller
- Talkdesk
- ActiveCampaign
- WebMerge
- PieSync
- MailChimp
- Hubspot
- Hootsuite
- Wufoo
- Rapportive
- Import2
- Zapier
- Aweber Communications
- Constant Contact
- Evernote
- Freshbooks
- Google Contacts
- GoToWebinar
- Harvest
- HipChat
- Hoiio
- Magento
- Podio
- QuickBooks
- Salesforce
- Shopify
- Zero
- Zendesk
- SugarCRM
- Sales Logix
- Sage Act!
- Nutshell
- Netsuite
- Highrise
- Batch Book
- Nimble for Outlook
- RightSignature
- Edocr
- SocialBro
- Mad Mimi
- Twtrland
- Leaderboarded
- Clickdesk
- Kevy
- RChili
- Talkdesk
- WebMarge
- INinbox
- PandaDox
- UnDupe
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
aBIZinaBOX, WebbROI, Socialink, Strategic Capital Consulting Co, LLC
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
Nimble is a software tool that allows you to combine your contacts, email, social, activities, and follow-ups in one place.
Company Email
Company's Address
2043 Colorado Avenue, Suite B
Santa Monica, CA 90404
USA
Nimble Comparisons
Popular Nimble Alternatives
In the event you continue having doubts about which app will perform best for your company it may be a sound idea to examine each service’s social metrics. These metrics are usually an indicator of how popular every software is and how big is its online presence.For example, if you look at Insightly LinkedIn page you’ll learn that they are followed by 3305 people. In case of Nimble the volume of followers on their LinkedIn page is 2368.
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