Insightly
NOAWARDS
YET
Pricing:
Starting from $20
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Customer insights
- Editable grids
- Web API enhancements
- Activity sorting control
- Programmatic management of product properties
- Define access permission for modular business apps
- Use form scripts to add icons with tooltip text for view columns
- Client APIs for creating and managing records in Dynamics 365 mobile clients
- Server-to-server authentication
- Process enhancements
- Sitemap designer for apps
- Power BI
- Dynamics 365 app for Outlook
- Cortana integration
Pricing Info
Pricing Info
Dynamics 356 pricing varies depending on the business area you choose. Custom pricing is also available for nonprofit organizations.
Marketing
| Price for organizations without any other Dynamics 365 app | Price for organizations with qualifying Dynamics 365 app | |
| Marketing | From $1,500 per tenant/month | From $750 per tenant/month |
| Customer Insights | From $1,500 per tenant/month | From $1,000 per tenant/month |
| Customer Voice | $100 2,000 survey responses per tenant/month |
Sales
| Price for user’s first Dynamics 365 app | Price for user’s subsequent qualifying Dynamics 365 app | |
| Sales Professional | $65 per user/month | $20 per user/month |
| Sales Enterprise | $95 per user/month | $20 per user/month |
| Sales Premium | $135 per user/month | |
| Microsoft Relationship Sales | $162 per user/month | |
| Customer Insights | From $1,500 per tenant/month | From $1,000 per tenant/month |
| Customer Voice | $100 2,000 survey responses per tenant/month |
Customer Service
| Price for user’s first Dynamics 365 app | Price for user’s subsequent qualifying Dynamics 365 app | |
| Customer Service Professional | $50 per user/month | $20 per user/month |
| Customer Service Enterprise | $95 per user/month | $20 per user/month |
| Virtual Agent for Customer Service | From $1,100 per tenant/month | |
| Customer Insights | From $1,500 per tenant/month | From $1,000 per tenant/month |
| Customer Voice | $100 2,000 survey responses per tenant/month |
Field Service
| Price for user’s first Dynamics 365 app | Price for user’s subsequent qualifying Dynamics 365 app | |
| Field Service | $95 per user/month | $20 per user/month |
| Remote Assist | $65 per user/month | $20 per user/month |
| Guides | $65 per user/month | |
| Customer Insights | From $1,500 per tenant/month | From $1,000 per tenant/month |
| Customer Voice | $100 2,000 survey responses per tenant/month |
Finance
| Price for user’s first Dynamics 365 app | Price for user’s subsequent qualifying Dynamics 365 app | |
| Finance | $180 per user/month | $30 per user/month |
| Business Central Essentials | $70 per user/month | |
| Business Central Premium | $100 per user/month |
Operations
| Price for user’s first Dynamics 365 app | Price for user’s subsequent qualifying Dynamics 365 app | |
| Supply Chain Management | $180 per user/month | $30 per user/month |
| Project Operations | $120 per user/month | $30 per user/month |
| Business Central Essentials | $70 per user/month | |
| Business Central Premium | $100 per user/month |
Commerce
| Price for user’s first Dynamics 365 app | Price for user’s subsequent qualifying Dynamics 365 app | |
| Commerce | $180 per user/month | $30 per user/month |
| Fraud Protection | $1,000 per tenant/month | |
| Customer Insights | From $1,500 per tenant/month | From $1,000 per tenant/month |
Human Resources
| Price for user’s first Dynamics 365 app | Price for user’s subsequent qualifying Dynamics 365 app | |
| Human Resources | $120 per user/month | $30 per user/month |
| Guides | $65 per user/month | |
| Customer Voice | $100 2,000 survey responses per tenant/month |
Integrations
Integrations
- Sharepoint
- Outlook
- Exchange
- Yammer
- One Note
- Power BI
- Office 365
- Dynamics AX
- Dynamics GP
- Dynamics NAV
- ESB Integration
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Covirán, Ashley Furniture, Hitachi Solutions
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
Cloud-based CRM and ERP applications powered by cutting-edge technology, such as AI and machine learning. Includes modules for marketing, sales, service, finance, operations, and commerce. Provides a 360-degree view of your organization to uncover real-time insights that drive better business outcomes.
Company Email
Contact No.
Company's Address
Microsoft Headquarters
One Microsoft Way
Redmond, WA 98052
USA
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
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
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
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
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In case you continue having second thoughts about which service will perform best for your business it may be a good idea to analyze each service’s social metrics. Such metrics are quite often an indicator of how popular each solution is and how extensive is its online presence. For instance, in case of Facebook Microsoft Dynamics 365 has 0 likes on their official page while Insightly profile is liked by 34244 users.
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