Insightly
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Campaigns
- Contact Management
- CRM and Sales Dashboards
- CRM and Sales Reports
- Developer API
- Email Marketing / SMS Marketing
- Email Templates
- Marketing Automation
- Opportunity Management
- Sales Tracking
- Task Management
Pricing Info
Pricing Info
RevampCRM offers three flexible pricing plans adjusted to various needs of companies. You can also sign up for a 30-day free trial that will let you test all the key features of the software.
Small Business Plans
Strawberry Plan – Free
Everything you need to manage your customers, prospects, and sales:
- 1 User
- Contact Management
- Segmentation
- Sales Pipeline Management
- 50MB storage
Orange Plan – $10 per user/month (billed annually) or $12/user/month (billed monthly)
Best for companies with sales teams:
- Contact Management
- Segmentation
- Sales Pipeline Management
- Sales Automation
- Email Marketing 5,000 emails/mo
- Automation
- 20+ premium integrations including FreshBooks, MailChimp, Freshdesk, Harvest, Wufoo, Dropbox and more
- 2 GB Storage
Shopify Plan
Pineapple Plan – $16 per user/month (billed annually) or $19/user/month (billed monthly)
Best for companies with sales teams and/or online store:
- Shopify Integration
- Contact Management
- eCommerce Segmentation
- Email Marketing 5,000 emails/mo
- Automation
- 20+ premium integrations including FreshBooks, MailChimp, Freshdesk, Survey-Monkey, Wufoo, Gmail and more
- 2 GB Storage
Features included in all plans:
- Custom Fields
- Internal Invoices
- Internal Tickets
- Open and Secure APIs
- Product Management
- Reporting
- Tag Management
- Task Management
- Unlimited Contacts
Integrations
Integrations
- Mailchimp
- Zendesk
- HubSpot
- Wufoo
- Constant Contact
- Dropbox
- Google Drive
- Harvest
- Formstack
- Active Campaign
- Surveymonkey
- Freshdesk
- Microsoft Live
- Google Calendar
- Yahoo
- Madmimi
- Getresponse
- MeetUp
- JotForm
- InInbox
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
Winner of our 2016 Experts' Choice Award. A sales and marketing CRM for small business that helps to automate reporting and streamline workflow.
Company Email
sales@revampco.com
Company's Address
8400 Normandale Lake Blvd., Suite 920,
Minneapolis, MN 55434,
United States
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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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Both RevampCRM and Insightly were tested by a group of reliable SaaS experts who conducted a thorough examination of all key elements of each software. Their total rating was prepared using our unique SmartScore model that gives an individual partial score to every factor like: main functionalities, client support, mobile support, security, customer satisfaction and reviews in other media. Here at FinancesOnline we realize useful features are not the only aspect essential to a business so we do our best to pay attention to all sides of a service before coming up with its final score.
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