Salesforce CRM
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
- Account and contact management
- Opportunity management and score
- Lead management
- Sales data
- File sync
- File sharing
- Sales forecasting
- Salesforce mobile app
- Contact manager
- Real-time visibility
- Drag-and-drop interface
- Dashboards
- Visual workflow
- Multi-currency support
- In-line editing
- Lead assignment and routing
- Rules-based lead scoring
- Einstein lead scoring
- Web-to-lead capture
- Campaign management
- Duplicate blocking
- Mass email
- Salesforce engage
- Email templates
- Campaign influence
- Einstein activity capture
- Calendar
- Sales console app
- Enterprise territory management
- Opportunity splits
- Salesforce CPQ and billing
- Contracts, orders, quotes, products, and price books
- Chatter, files, topics, and recommendations
- Case management
- Lightning bolt solutions
- Partner communities
- Lead registration
- Roles and permissions
- Process builder
- Lightning platform
- Web services API
- Google apps integration
- File storage per user
- Sandbox
- MuleSoft Anypoint Platform integration
Pricing Info
Salesforce CRM offers four SMB and enterprise pricing plans billed annually. Give the details a look, and select your plan. You can also test Salesforce with a free demo version of the software. Start your free demo of Salesforce here.
Essentials – $25/user/month
- Account and contact management
- Opportunity management
- Lead management
- Lead assignment and routing
- Customizable sales process
- Web-to-lead capture
- Email templates
- Mass email
- Campaign management
- Task management
- Activity feed
- Salesforce mobile app (with offline functionality)
- Chatter
- Files
- Topics and recommendations
- Configurable reports and dashboards
- Case management
- AppExchange
- Lightning app builder
- Data and file storage per user
- Inbox mobile and desktop apps
- Unlimited online training
- Read-only access to knowledge articles
- Duplicate blocking
- Standard success plan
- Google Apps integration
- Email integration with Outlook
Professional – $75/user/month
- All features of Essentials, plus…
- Lead registration
- Collaborative forecasting
- Forecasting mobile app
- Developer Sandbox
- 3 Campaign influence
- 2 Roles and permission per org
- 2 Customizable profiles per org
- 2 Customizable page layouts per org
- 1 Sales console app
- 3 Record types per object
- 5 Process builder per org
- Rules-based lead scoring
- Person accounts
- Lightning sync
- Products and price books
- Quotes
- Contracts
Enterprise – $150/user/month
- All features of Professional, plus…
- 5 Campaign influence
- Sales teams
- Calendar all
- Custom opportunity fields in forecasting
- Opportunity Splits
- Enterprise territory management
- Advanced reporting features
- Workflow and approval automation
- Unlimited custom profiles
- Unlimited custom page layouts
- Unlimited process builder per org
- Unlimited roles and permissions
- Unlimited record types per object
- 1 Partial Sandbox per org
- Web Services API
Unlimited – $300/user/month
- All features of Enterprise, plus…
- Developer Pro Sandbox
- 1 Full Sandbox per org
Integrations
Salesforce CRM integrates with the following business systems and applications:
- Force.com
- Heroku
- ExactTarget Fuel
- Third-party apps at Salesforce AppExchange
- Service Cloud
- Marketing Cloud
- Pardot,
- Desk.com
- Analytics Cloud
- Data Cloud
- JIRA
- Freshdesk
- FinancialForce
- LeadExec
- Samanage
- Zuora
- Zendesk
You can also connect Salesforce CRM with any app, data, or device via MuleSoft Anypoint Platform for an additional price.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Time Warner Cable, Dell, American Red Cross, Comcast, Wells Fargo
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
Salesforce CRM is a software app that lets you track all customer information and interactions in one location to follow more leads. It has lead management and marketing automation tools to help you improve your conversions. Its powerful integrations with other leading business applications allow you to have a more flexible customer relationship management.
Company Email
info@salesforce.com
Contact No.
Company's Address
Salesforce Tower
415 Mission Street, 3rd Floor
San Francisco, CA 94105
USA
Salesforce CRM Comparisons
Popular Salesforce CRM Alternatives
If you test different CRM Software services you shouldn’t only analyze their features list and offered pricing packages. Consider that the app should be adjusted to your requirements and business so the more flexible their offer the better. Check what systems are supported by Insightly and Salesforce CRM and make sure you will get mobile support for whichever devices you use in your company. You should also find out which languages and countries are supported, as this could be a critical factor for many firms.
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