Insightly
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Guidance to reach your target
- Adaptive task generation
- Adaptive reminders
- Get questions after calls
- Integrated with iOS
- Built for iPhone, iPad, iPad Pro
- Take notes with Apple pencil
- Click, swipe & Voice-to-text
- Call with Salesbox
- Track communication
- Facetime
- iMessage
- Adaptive & dynamic sales processes
- Multiple sales processes
- Missing opportunities prediction
- Real-time insights
- Customisable standard reports
- Collaborate on opportunities, accounts and contacts
- Share tasks, leads & reports
- Get notified in real-time
- Share meeting notes in real-time
- Search LinkedIn for accounts
- Search Facebook for contacts
- Post on Facebook to get leads
- Post on LinkedIn to get leads
- MailChimp emails to get leads
- See your personal records
- Compete with colleagues
- Encourages to reach targets
- Task & lead management
- Pipline management
- Account & contact management
- Appointment management
- Document management
Pricing Info
Pricing Info
Salesbox offers three enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your business:
SUPER – $35/user/month ($30 when billed annually)
- Full Sales Feature Suite
- Free Support
- Free Training
ULTRA – $70/user/month ($60 when billed annually)
- All features from the SUPER package
- Custom Fields
- Multi Relations
- Advanced Search
- Personal Dashboards
- Outlook & Gmail Email Plugins
- Salesbox API Access
ULTIMATE – $100/user/month ($90 when billed annually)
- All features from the ULTRA package
- Marketing Atomation to get Automatic Leads
- Account & Contact Call Lists
- LeadBoxer Integration
- MailChimp Integration
- LinkedIn Integration
- Facebook Integration
Integrations
Integrations
Salesbox CRM integrates with the following business tools and applications:
- Google Contacts
- Google Tasks
- Google Calendar
- Google Drive
- Google Docs
- Google Mail
- MS Contacts
- MS Tasks
- MS Calendar
- OneDrive
- OneDrive for Business
- Office365
- Outlook
- Office365 Mail
- Dropbox
- MailChimp
- Maestrano.com
- Leadboxer
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Rezon AB, iMachinesGroup
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
Salesbox CRM is the predictive CRM and mobile CRM for those that want to be successful in sales.
Company Email
Contact No.
Company's Address
Vattugatan 1,
111 52 Stockholm,
Sweden
Salesbox CRM Comparisons
Popular Salesbox 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
If you are still having doubts about which solution will be best for your business it may be a sound idea to examine each service’s social metrics. Such metrics are frequently a sign of how popular every app is and how wide is its online presence. For example Salesbox CRM Twitter account has currently 1264 followers. At the same time Insightly Twitter is followed by 4474 people.
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