Insightly
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Visual dashboard for sales pipelines
- Customized, multiple pipeline creation
- Drag-and-drop deals management
- Gmail and Outlook Calendar synchronization
- API access
- Email tracking (open, clickthrough, download rates)
- One-click emails and calls
- Lead capture from web forms and emails
- Lead validation capabilities
- Automated contact creation
- Unlimited, searchable custom fields for contacts
- Customized web forms
- Mobile-accessible platform
- Detailed reports on sales performance and lead validity
- Access control for user accounts and external lead sources
- Multi-currency settings
Pricing Info
Pricing Info
Pipeline – $35/user/month
- Pipeline Visual Management
- Customizable Pipelines
- Deals
- Contacts
- Calendar & Events
- Calendar Synchronization (Google, Microsoft)
- Custom fields
- Teams
- Files
- Products
- API Access
- One-click email or call
- Call Tracking & Recording (API)
- Mobile version access (Msite)
Standard – $55/user/month
- All Pipeline Plan Features
- Personal Email
- Team Email
- Email tracking (open, click, attachment)
- Email templates (canned replies)
- Email Signature
- Leads IN Management
- Lead Sources / 3rd parties
- Custom Web Forms (non-branded)
- Workflow Automation
- Leads IN API
Integrations
Integrations
Onpipeline offers RESTful API, which allows you to use the platform with third-party applications. Built-in integrations with Google Drive and Mailchimp are also in the works.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
A streamlined CRM platform for improving sales productivity through visual management of the sales pipeline and improved lead capturing. The platform allows for customizable dashboards and workflows. Moreover, it cuts down time on lead generation through its automation tools such as automatic contact creation.
Company Email
contact@onpipeline.com
Contact No.
Company's Address
Onpipeline Technology SL
Av. Diagonal 458 2b
Barcelona 08006
Spain
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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
email@insight.ly
Contact No.
Company's Address
434 Brannan Street, 2nd Floor
San Francisco, CA 94107
USA
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When you pick a solution that you believe will work best for your team you shouldn’t just pay attention to what reviewers have to say about it. In many cases individual experience with the product will vary, depending on specific goals and requirements. That’s why in our reviews we also offer our User Satisfaction Rating for every service to give you a quick impression of how real users of Onpipeline and Insightly rate their experience with the software. Our algorithm is based on complex analysis of product appearances on other sites, social media as well as blogs, so you are going to obtain a comprehensive and reliable picture of what other users think about every solution. In this example Onpipeline got a total satisfaction rating at 93% while for Insightly 95% of users claim they had an enjoyable experience with it.
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