Insightly
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Sales Pipeline Management
- Lead Management
- Sales Team Management
- Contact Management
- Email Campaigns & Tracking
- Custom Fields
- Sales Forecasting
- Commission Tracking
- Sales Performance Monitoring
- Custom Deal Stages
- File Storage
- Collaboration Tools
- Goal Tracking
- Reporting & Analytics
- Account Permissions
- SuperShare
- Smart Agenda
- Mobile App
Pricing Info
Pricing Info
Pipeline CRM has three-tiered pricing plans: Start Plan, Develop, and Grow. All of them are also available in both monthly and yearly payment schemes. Here are the three pricing plans and their features:
Start Plan – $29/month or $25/month billed annually
- 1 Sales Pipeline
- People
- 250 Deals per account (active deals)
- Companies/Customers
- Unlimited File Storage
- Deal and Activity Reporting
- Import Data Excel or CSV
- 5 Exports/user/month
- 25 Custom Fields
- Locked Fields
- Required Fields
- 250 Email Tracking per user
- 1 Automation
- Task Templates
- Goal Dashboard – Team/Individual
- Share Lists with Internal Users
- SSO
- 1 Team
Develop – $39/month or $33/month billed annually
- Everything in Start Plan
- 2 Sales Pipelines
- 2,500 Deals per account (active deals)
- Unlimited Email Tracking per user
- 10 Automations
- Performance Pulse
- Milestones
- 2 Free Read Only Users
- SuperShare with External Partners
- 2 Teams
Grow – $59/month or $49/month paid annually
- Everything in Develop
- 5 Sales Pipelines
- Unlimited Deals per account (active deals)
- Conditional Formatting
- De-Duplication (people) Feature
- Email Templates
- Email Campaigns
- Hindsight
- Deal Intelligence Fields
- Advanced Visibility
- Unlimited Team
Integrations
Integrations
Pipeline CRM has an Open API offering. So, you can connect it to virtually any third-party software tool. Also, it has a wide range of built-in integrations. These include those with:
- Google Apps
- MailChimp
- Outlook
- Excel
- Help Scout
- Zapier
- QuickBooks
- Paycove
- Meldium
- ActiveDemand
- Userlike
- INinbox
- Finer.io
- Bitium
- Import2
- 123 Form Builder
- WebMerge
- PieSync
- Kixie
- CallRail
- Zapup
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Fujifilm, Matific, RCG Ventures
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
Designed by salespeople for salespeople, the software helps users organize their sales pipeline and monitor their performance and progress. The platform is known for its comprehensive sales-centric reporting and analytics tools that can provide insights to optimize the sales process.
Company Email
sales@pipelinecrm.com
Contact No.
Company's Address
Pipeline CRM
008 Western Ave
Seattle, WA 98104
USA
Pipeline CRM Comparisons
Popular Pipeline CRM Alternatives
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
Insightly Comparisons
Popular Insightly Alternatives
All the data, facts and statistics that we provided in this table were gathered from official vendor websites, marketing content available online, actual experience from real clients as well as our individual direct use of each software by an expert. We do our best to comprehensively study every solution, therefore we not only test it internally, but we also compare our results with experiences of other people from the SaaS community.
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