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Free
Free
Features
- Up to 2 users
- Up to 2,500 records
- 5 email templates
- 10 emails per day
- 2 custom fields
- Custom page layouts
Plus (CRM)
$29
/User/Month
Billed Yearly
Features
- Lead management
- Automated, customized emails
- Email templates
- Web-to-lead capture
- Kanban view
- Native Marketing and Service integration
- Real-time connector to Marketing
- Contact and organization management
- Opportunity management
- Customizable sales processes
- Task management
- Relationship linking: contacts, organizations
- Batch update records
- Attach files from the cloud
- Insightly mobile app
- Real-time data synchronization
- Mobile business card scanning
- Mobile contact and calendar integration
- Mobile voice notes
- Built-in business intelligence dashboards
- Configurable, customizable reports
- Convert won opportunities to projects
- Native project management
- Configurable, automated workflows
- Google, MS 365 integrations
- PandaDoc, QBO, and Xero integrations
- Role-based permissions: 2
- Configurable profiles/page layouts: 2
- Custom fields: 50
- REST public API
Professional (CRM)
$49
/User/Month
Billed Yearly
Features
- Includes features of Plus plan, plus
- Lead assignment and routing
- Schedule outbound emails
- Custom queues
- Customizable, real-time insight cards: 100
- Role-based permissions: Unlimited
- Configurable profiles/page layouts: Unlimited
- Custom page layouts
- Custom fields: 100
- Webhooks
- Supports AppConnect low-code, no-code integration
- Complete workflow automation
- Custom objects
Enterprise (CRM)
$99
/User/Month
Billed Yearly
Features
- Includes features of Professional plan, plus
- Customizable real-time insight cards: Unlimited
- Custom fields: 200
- Custom apps
- Field-based permissions
- Calculated fields
- Products, pricebooks, and quotes
- Custom validation rules
- AWS lambda authoring and execution
- SAML and SCIM single-sign on
- Comprehensive audit logging
- Sandboxes
Plus (Marketing)
$99
/Month
Billed Yearly
Record limit: 100,000
Features
- Marketing prospects included: 2000
- Monthly email send volume: 5x prospects purchased
- Email marketing automation
- Journey builder
- Email health reporting
- Dynamic list segmentation
- Hosted files
- Hosted forms: 10
- Hosted landing pages: 10
- Preview email before sending
- A/B email testing
- Email and landing page designer
- Prospect scoring
- Native CRM and Service integration
- Real-time CRM connector
- Webinar integration
- Behavioral marketing analytics and automation
- REST API
- Built-in business intelligence dashboards
- Configurable, customizable reports
- Role-based permissions: 2
- Configurable profiles and page layouts: 2
- Custom fields: 50
Professional (Marketing)
$499
/Month
Billed Yearly
Record limit: 250,000
Features
- Marketing prospects included: 10,000
- Monthly email send volume: 10x prospects purchased
- Includes features of Plus (Marketing) plan, plus
- Hosted forms : 50
- Hosted landing pages : 50
- Custom prospect scoring models: 5 custom models
- Multivariate email testing
- Prospect profiles and grading
- Advanced prospect tracking
- Analytics tracking domains: 3
- Webhooks
- Customizable, real-time insight cards: 100
- Role-based permissions: Unlimited
- Configurable profiles and page layouts: Unlimited
- Custom fields: 100
- Custom objects
- Zoom webinar registration
- Supports AppConnect low-code, no-code integration
Enterprise (Marketing)
$999
/Month
Billed Yearly
Unlimited records
Features
- Marketing prospects included: 20,000
- Monthly email send volume: 15x prospects purchased
- Includes features of Professional (Marketing) plan, plus
- Hosted forms : Unlimited
- Hosted landing pages : Unlimited
- Custom prospect scoring models: 10 custom models
- Comprehensive audit logging
- Analytics tracking domains: 20
- AWS lambda authoring and execution
- Customizable, real-time insight cards: Unlimited
- Custom fields: 200
- SAML and SCIM single-sign on
- Calculated fields
- Custom validation rules
- Supports AppConnect low-code, no-code integration
Insightly AppConnect
$249
/User/Month
Per Account Per Month
25K Plan : $249 per Account per Month billed Yearly
100K Plan : $799 per Account per Month billed Yearly
500K Plan : $3,499 per Account per Month billed Yearly
Features
- Hundreds of App Connectors
- Speed and Simplicity
- Scalable and Secure
- Additional 25,000 tasks per month: $249
- Required onboarding: $2500
Plus (Service)
$29
/User/Month
Per Agent Per Month Billed Annually
Features
- Comprehensive ticket editor
- Ticket auto-assignment
- Ticket email auto-response
- Escalation rules and queues
- Knowledge base
- SLA tracking and management
- Web-to-object and ticket
- Configurable email settings
- Built-in business intelligence dashboards
- Configurable, customizable reports
- Create new opptys and tasks from existing tickets
- Role-based permissions: 2
- Configurable roles and page layouts: 2
- Email templates
- Custom fields
- public API
- Macros
Professional (Service)
$49
/User/Month
Per Agent Per Month Billed Annually
Features
- Includes features of Plus plan, plus
- Customer satisfaction surveys
- Configurable roles and page layouts: Unlimited
- Custom ticket automations
- Portal customization
- Custom objects
- Custom queues
- Supports AppConnect low-code, no-code integration
Enterprise (Service)
$99
/User/Month
Per Agent Per Month Billed Annually
Features
- Includes features of Professional plan, plus
- Comprehensive audit logging
- Role-based permissions: Unlimited
- Configurable roles and page layouts: Unlimited
- Custom validation rules
- Calculated fields
- Unlimited brands and portals
- AWS lambda authoring and execution
- SAML and SCIM single-sign on
Plus (Insightly All-in-One)
$349
/Month
billed Yearly
- Insightly CRM – Plus
- Insightly Marketing – Plus
- Insightly Service – Plus
- Insightly AppConnect – 25k
Add-ons
- CRM users: 2 users included
- Additional CRM Users: $29 per User per Month
- Marketing prospects: 2,000 prospects included
- Additional Marketing prospects: Up to 100,000
- Service agents: 2 agents included
- Additional Service agents: $29 per User per Month
- AppConnect technical setup – required: $3,000
- Guided product onboarding – required: $1500
- Premier Success Program – required: 20% of license ($3,000 minimum annually)
Professional (Insightly All-in-One)
$899
/Month
Billed Yearly
- Insightly CRM – Professional
- Insightly Marketing – Professional
- Insightly Service – Professional
- Insightly AppConnect – 25k
Add-ons
- CRM users: 5 users included
- Additional CRM Users: $49 per User per Month
- Marketing prospects: 10,000 prospects included
- Additional Marketing prospects: Up to 250,000
- Service agents: 5 agents included
- Additional Service agents: $49 per User per Month
- AppConnect technical setup – required: $3,000
- Guided product onboarding – required: $1500
- Premier Success Program – required: 20% of license ($3,000 minimum annually)
Enterprise (Insightly All-in-One)
$2599
/Month
Billed Yearly
- Insightly CRM – Enterprise
- Insightly Marketing – Enterprise
- Insightly Service – Enterprise
- Insightly AppConnect – 100k
Add-ons
- CRM users: 10 users included
- Additional CRM Users: $99 per User per Month
- Marketing prospects: 20,000 prospects included
- Additional Marketing prospects: Up to 1,000,000
- Service agents: 10 agents included
- Additional Service agents: $99 per User per Month
- AppConnect technical setup – required: $3,000
- Guided product onboarding – required: $1500
- Premier Success Program – required: 20% of license ($3,000 minimum annually)
View Price Page
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Growth
$1250
/Month
Fuel growth with smarter marketing automation
Features
- Up to 10,000 contacts
- Lead Generation, Qualification, and Management
- Email Marketing and Personalization
Plus
$2500
/Month
Dive deeper with marketing automation and analytics
Features
- Up to 10,000 contacts
- Includes features of Growth plan, plus
- Advanced Automation, Personalization, and Qualification
- Advanced Analytics and Reporting
Advanced
$4000
/Month
Power innovation with artificial intelligence and analytics
Features
- Upto 10000 contacts
- Includes features of Plus plan, plus
- Business Units and Developer Sandboxes
- Artificial Intelligence for Marketing and Sales
Premium
$15000
/Month
Enterprise ready features with predictive analytics and support
Features
- Up to 75,000 contacts
- Includes features of Advanced plan, plus
- Predictive Analytics and Personalized Product Support
View Price Page
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Standard
$20
/User/Month
Automate and optimize your sales cycle
Features
- Sales Force Automation
- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
- Automation and Process Management
- Workflow rules
- Email notifications
- Product Customization
- Homepage customization
- Rename tabs
- Custom list views
- Custom fields
- Canvas
- Tab groups
- Reports and Analytics
- Predefined reports
- Predefined dashboards
- Custom reports and dashboards (Limited)
- Basic dashboard components
- Analytics mobile app
- Marketing Automation
- Email templates
- Email authentication
- Mass email
- Social profile integration
- Security
- Profiles
- Role-based hierarchy
- Multiple organizations
- GDPR compliance
- CRM audit logs
- IP address restriction
Professional
$35
/User/Month
Improve customer acquisition and accelerate growth
Features
- Sales Force Automation
- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
- Macros
- SalesSignals
- Assignment rules
- Automation and Process Management
- Workflow rules
- Email notifications
- Blueprint
- Webhooks
- Product Customization
- Homepage customization
- Rename tabs
- Custom list views
- Custom fields
- Canvas
- Tab groups
- Validation rules
- Reports and Analytics
- Predefined reports
- Predefined dashboards
- Custom reports and dashboards (Limited)
- Basic dashboard components
- Analytics mobile app
- Custom reports and dashboards (Unlimited)
- Marketing Automation
- Email templates
- Email authentication
- Mass email
- Social profile integration
- Email relay
- CRM for Google Ads
- Security
- Profiles
- Role-based hierarchy
- Multiple organizations
- GDPR compliance
- CRM audit logs
- IP address restriction
- Field-level security
Enterprise
$50
/User/Month
Manage global CX operations with the complete CRM
Features
- Sales Force Automation
- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
- Macros
- SalesSignals
- Assignment rules
- Multiple scoring rules
- Custom SalesSignals
- Email parsers
- Data entry wizards
- Portals
- Automation and Process Management
- Workflow rules
- Email notifications
- Blueprint
- Webhooks
- Record approval process
- Data review process
- Custom functions
- CommandCenter
- Product Customization
- Homepage customization
- Rename tabs
- Custom list views
- Custom fields
- Canvas
- Tab groups
- Validation rules
- Custom modules
- Custom buttons
- Page layouts
- Translations
- Developer sandbox
- Reports and Analytics
- Predefined reports
- Predefined dashboards
- Custom reports and dashboards (Limited)
- Basic dashboard components
- Analytics mobile app
- Custom reports and dashboards (Unlimited)
- Advanced dashboard components
- Anomaly detectors
- Webform analytics
- Artifical Intelligence
- Data enrichment
- Prediction
- AI sales forecasting
- Anomaly detection
- Recommendation
- AI analytics
- Communication
- Image validation
- Conversational AI
- Email intelligence
- Conversation intelligence
- Voice of the Customer
- Marketing Automation
- Email templates
- Email authentication
- Mass email
- Social profile integration
- Email relay
- CRM for Google Ads
- Attribution
- Segmentation
- Auto-responders
- Security
- Profiles
- Role-based hierarchy
- Multiple organizations
- GDPR compliance
- CRM audit logs
- IP address restriction
- Field-level security
- Reporting hierarchy
- Record-level sharing
- Territory management
- Data encryption
- Lite users add-on
- Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly)
Ultimate
$65
/User/Month
Scale exponentially with dedicated BI capabilities
Features
- Sales Force Automation
- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
- Macros
- SalesSignals
- Assignment rules
- Multiple scoring rules
- Custom SalesSignals
- Email parsers
- Data entry wizards
- Portals
- Automation and Process Management
- Workflow rules
- Email notifications
- Blueprint
- Webhooks
- Record approval process
- Data review process
- Custom functions
- CommandCenter
- Product Customization
- Homepage customization
- Rename tabs
- Custom list views
- Custom fields
- Canvas
- Tab groups
- Validation rules
- Custom modules
- Custom buttons
- Page layouts
- Translations
- Developer sandbox
- Reports and Analytics
- Predefined reports
- Predefined dashboards
- Custom reports and dashboards (Limited)
- Basic dashboard components
- Analytics mobile app
- Custom reports and dashboards (Unlimited)
- Advanced dashboard components
- Anomaly detectors
- Webform analytics
- Zoho Analytics
- Artifical Intelligence
- Data enrichment
- Prediction
- AI sales forecasting
- Anomaly detection
- Recommendation
- AI analytics
- Communication
- Image validation
- Conversational AI
- Email intelligence
- Conversation intelligence
- Voice of the Customer
- Marketing Automation
- Email templates
- Email authentication
- Mass email
- Social profile integration
- Email relay
- CRM for Google Ads
- Attribution
- Segmentation
- Auto-responders
- Security
- Profiles
- Role-based hierarchy
- Multiple organizations
- GDPR compliance
- CRM audit logs
- IP address restriction
- Field-level security
- Reporting hierarchy
- Record-level sharing
- Territory management
- Data encryption
- Lite users add-on
- Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly)
CRM Plus
$69
/User/Month
Unify sales, service, and marketing on one platform
Features
- Eight apps, all features included
- Users have access to all apps
- Fully integrated
CRM Flex
$14
/User/Month
billed Yearly
Build a custom sales, service, and marketing bundle
Features
- Select the apps you need
- Select editions and users for each app
- Fully integrated
View Price Page
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