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 automation and forecasting
- Support automation
- Marketing lead management
- Reporting and dashboard
- Call center automation
- SugarCRM mobile
- Sugar Exchange
- Cloud or on-premise deployment
- Unlimited studio customization
- Support for MySQL and SQL Server-On site
- Unlimited online support
- Revenue line item level opportunity tracking forecasting
- Product level quotes
- Advanced workflow
- Role-based views
- SQL –Based reporting access
- Support for Oracle and DB2-On site
- Centralized Storage
- Third-party integrations
Pricing Info
SugarCRM offers 3 payment plans, including an enterprise pricing and ultimate plan for larger businesses. Note that all plans require an annual subscription. Read more about the details, and decide plan fits you best:
Sugar Professional ($40 per user/month)
- Sales automation and forecasting
- Support automation
- Marketing lead management
- Reporting and dashboard
- Call center automation
- SugarCRM mobile
- 15 GB Storage
- Cloud or on-premise deployment
- Unlimited studio customizations
- Support for MySQL and SQL Server-On site
- Unlimited online support
Sugar Enterprise ($65 per user/month)
- All features from the professional plan
- Revenue line item level opportunity tracking forecasting
- Product level quotes
- Advanced workflow
- Role-based views
- SQL –Based reporting access
- Support for Oracle and DB2-On site
- 60 GB Storage
Sugar Ultimate ($150 per user/month)
- 24×7 support
- Assigned technical account manager
- 250 GB Storage
- Up to 5 sandbox instances that are available on demand
Integrations
SugarCRM integrates with the following business systems and applications:
- Campaign Monitor
- Constant Contact
- HubSpot
- MailChimp
- Zapier
- Zendesk
- HappyFox
- Olark Live Chat
- LiveOps
- CloudAgent
- WhosOn
- SyncApps
- CloudHub
- HootSuite
- Pardot
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
BancVue, Hildrup, Sim University, Nucleus Research
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
SugarCRM is a software tool that enables businesses to develop and maintain high-quality customer relationships and use innovative features to monitor performance.
Company Email
sales@sugarcrm.com
Contact No.
Company's Address
SugarCRM Inc
10050 North Wolfe Road, SW2-130
Cupertino, CA 95014
USA
SugarCRM Comparisons
Popular SugarCRM Alternatives
In case you continue having second thoughts about which service will be best for your business it might be a sensible idea to analyze each service’s social metrics. These metrics are usually a way to see how popular every product is and how extensive is its online presence.For example, if you look at Insightly LinkedIn page you’ll see that they are followed by 3305 people. In case of SugarCRM the number of followers on their LinkedIn page is 9649.
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