Insightly
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Campaign Management
- Campaign Metrics
- Web Lead Capture
- Contact Management
- Territory Management
- Sales Quota Management
- Sales Orders & Invoices
- Forecast Sales
- Revenue Waterfall Model
- Role-based Security
- Sales Tracking
- Support Service Analytics
- Manage Contracts
- Manage Cases
- Knowledge Base
- Customer Profiling
- Reports & Analytics
- Activity Management
- Email & Calendar
- Document Management
- Visitor Tracking
- Mass Editing
- Social Integrations
- Inventory Management
Pricing Info
Pricing Info
SutiCRM has three plans for businesses to choose from. Here’s an overview:
Professional – $10/user/month
- Contacts & Accounts
- Reports & Analytics
- Leads & Opportunities
- Mobile Access (iPad, iPhone & Android)
- Activity Management
Premium – by quote
- All features of the Professional plan
- Web Form Data Capture
- Autoresponder Email
- Campaign ROI Calculation
- Campaign Automation
- Sales Order
- Advanced Workflow
- Multiple Currencies
- Mass Email
- Data Management & Administration
- Invoices
- Quotes
- Sales Forecasting
- Customer Management
Enterprise – by quote
- All features of the Premium plan
- Territory Management
- Website Visitors Tracking
- Customer Profile Management
- Reports Scheduler
- Support Ticket Management
- Contract Management
- Knowledgebase with Common Resolutions
- Automated Email to Ticket Creation
- Waterfall Chart
Integrations
Integrations
SutiCRM integrates with several business systems and applications. Here are some examples:
- E-Signature
- Survey
- Helpdesk
- Salesforce
- Quickbooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Yamaha, Four Seasons, Hyatt, Accor
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
SutiCRM is a web-based CRM software that automates the processes of sales, marketing, support, and contracts from a single platform.
Company Email
Company's Address
4984 El Camino Real, Suite 200
Los Altos, CA 94022
USA
SutiCRM Comparisons
Popular SutiCRM 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
In case you are still having doubts about which software will work best for your business it might be a good idea to analyze each service’s social metrics. Such metrics are quite often an indicator of how popular every app is and how large is its online presence. For instance SutiCRM Twitter account has currently 833 followers. At the same time Insightly Twitter is followed by 4474 people.
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