Insightly Pricing: Cost and Pricing plans

Insightly Pricing

Pricing ModelFree Trial , Subscription

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
Complete workflow automation
Custom objects
Supports AppConnect low-code, no-code integration

Enterprise (CRM)

$99 /User/Month

billed Yearly

Features

Includes features of Professional plan, plus
Customizable real-time insight cards: Unlimited
Custom fields: 200
Comprehensive audit logging
Field-based permissions
Calculated fields
Products, pricebooks, and quotes
Custom validation rules
AWS lambda authoring and execution
SAML and SCIM single-sign on

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
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
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

Insightly AppConnect

$249 /Month

25K Plan : $249 per Account per Month billed Yearly

25,000 tasks per month

100K Plan : $799 per Account per Month billed Yearly

100,000 tasks per month

500K Plan : $3,499 per Account per Month billed Yearly

500,000 tasks per month

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

billed Yearly

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

billed Yearly

Features

Includes features of Plus plan, plus
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

billed Yearly

Features

Includes features of Professional plan, plus
Comprehensive audit logging
Role-based permissions: 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 onboarding – required: $2500
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 onboarding – required: $2500
Guided product onboarding – required: $1500
Premier Success Program – required: 20% of license ($3,000 minimum annually)

Enterprise (Insightly All-in-One)

$2,599 /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 onboarding – required: $2500
Guided product onboarding – required: $1500
Premier Success Program – required: 20% of license ($3,000 minimum annually)

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Disclaimer: The pricing details were last updated on 01/02/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Insightly FAQs

Q. How much does Insightly cost?

The pricing for Insightly starts at $29.00 per user per month. Insightly has 13 different plans:

Plus (CRM) at $29.00 per user per month.
Plus (Service) at $29.00 per user per month.
Professional (CRM) at $49.00 per user per month.
Professional (Service) at $49.00 per user per month.
Enterprise (CRM) at $99.00 per user per month.
Plus (Marketing) at $99.00 per month.
Enterprise (Service) at $99.00 per user per month.
Insightly AppConnect at $249.00 per month.
Plus (Insightly All-in-One) at $349.00 per month.
Professional (Marketing) at $499.00 per month.
Professional (Insightly All-in-One) at $899.00 per month.
Enterprise (Marketing) at $999.00 per month.
Enterprise (Insightly All-in-One) at $2599.00 per month.

Learn more about Insightly pricing.

Q. Does Insightly offer a free plan?

No, Insightly does not offer a free plan.

Learn more about Insightly pricing.

Compare Insightly Pricing Against Competitors

Product name	Starting price ($)	Billed	Unit	Free trial	Learn more
Insightly	29	per month	per user	Yes	Insightly pricing
HubSpot CRM	45	per month	-	No	HubSpot CRM pricing
Salesforce	25	per month	per user	Yes	Salesforce pricing
Pipedrive CRM	14.9	per month	per user	Yes	Pipedrive CRM pricing
Monday Hero	19	per month	-	No	Monday Hero pricing
Zoho CRM	14	per month	per user	Yes	Zoho CRM pricing
Zoho Books	15	per month	-	Yes	Zoho Books pricing
Keap	129	per month	-	Yes	Keap pricing
Copper (ProsperWorks CRM)	23	per month	per user	Yes	Copper (ProsperWorks CRM) pricing
Nutshell	16	per month	per user	Yes	Nutshell pricing

Product name

Starting price ($)

Billed

Unit

Free trial

Learn more

Insightly

per month

per user

Yes

Insightly pricing

HubSpot CRM

per month

HubSpot CRM pricing

Salesforce

per month

per user

Yes

Salesforce pricing

Pipedrive CRM

14.9

per month

per user

Yes

Pipedrive CRM pricing

Monday Hero

per month

Monday Hero pricing

Zoho CRM

per month

per user

Yes

Zoho CRM pricing

Zoho Books

per month

Yes

Zoho Books pricing

Keap

129

per month

Yes

Keap pricing

Copper (ProsperWorks CRM)

per month

per user

Yes

Copper (ProsperWorks CRM) pricing

Nutshell

per month

per user

Yes

Nutshell pricing

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Insightly Features Show All Features

CRM Features

Quotes (Proposals)Quotation or a proposal is one which establishes a contractual relationship. A quotation is a supplier`s response to a request by a prospective customer - one legal entity offers a contract to another. The supplier is legally bound to the conditions of his quotation.
List ManagementList management is a series of procedures for gathering information about subscribers, analyzing their activities, ensuring the validity of their email addresses, cleaning an email list of inactive users, and so on. These steps assist companies in maintaining a healthy email list, which is essential for email marketing success.
Customer SupportCustomer support is a service provided to help customers resolve any technical problems that they may have with a product or service.
Marketing AutomationMarketing automation refers to software frameworks and technologies that help marketing departments and companies market more efficiently across multiple channels online while also automating tedious tasks. Marketing automation assists you in identifying potential buyers and automating the process of cultivating those leads to the point that they are ready to be sold to. It automates behaviors that bring customers to the point where they can be approached directly by the sales team with the goal of closing a deal and beginning a long-term partnership, and the data it collects can help you decide which marketing tactics to use.
Referral TrackingReferral tracking means collecting data across the entire referral process; from a customer registering to become a referrer, to them sharing a referral link or code with their friend, to that friend following that link or using that code to become a customer, or taking any other action that has value to you, like downloading an app — and everything in between.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.
Product CatalogA product catalog is a type of marketing collateral that lists essential product details that help buyers make a purchase decision. These details include product features, descriptions, dimensions, price, weight, availability, color, customer reviews, and more.
Call LoggingCall logging/recording aids in the management and analysis of the sales calls. It may also allow you to make, receive, record, redirect, and assign ownership to calls, as well as serve as a call logger to ensure that missed calls are never forgotten again. Call logging gives you a better understanding of what's going on with your sales calls.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.

Marketing Automation Features

Website Visitor TrackingWebsite visitor tracking is the process of identifying important website activity to generate leads and insight for sales and marketing teams. These solutions generate reports of companies and/or people that visit your company’s website.
Lead NurturingLead nurturing is the method of building and reinforcing relationships with customers at every point of the sales funnel. An effective lead nurturing program focuses marketing and communication strategies on listening to prospects' needs and providing the information and answers they need to create confidence, raise brand awareness, and sustain a link until the prospects are ready to buy.
Lead ManagementLead Management is the process of acquiring and managing leads (potential customers) until the point where they make a purchase. Lead management should not be confused with lead nurturing, which is a specific part of lead management that takes place towards the end of the process.
Landing PagesLanding pages are standalone web pages created for the purpose of promoting or advertising a marketing or advertising campaign. A landing page is a place where a visitor "lands" after clicking on a link in an email or advertising from Google, Bing, YouTube, Facebook, Instagram, Twitter, or other websites. Unlike web pages, which usually have several objectives and promote exploration, landing pages have a single objective, referred to as a call to action (or CTA).
Email Drip CampaignsEmail drip campaigns are series of automated emails sent to people who take a specific action. You may choose the number of emails to send and the rate at which they are sent for any given action. These emails can be customized by including information such as the recipient's name and detailed references to the action they took. For example, you might submit a drip campaign to someone who registers for your online course. You might also use abandoned cart emails to give a drip campaign to people who add an item to their online cart but don't buy it.
Channel ManagementSocial media management is the process of creating, publishing, promoting, and managing content across social media channels like Facebook, Instagram, Pinterest, YouTube, more.
Campaign SegmentationSocial media segmentation is breaking down your audience demographics within and between different social media platforms. It gives you an understanding of the different groups of people using various social media channels so you know which channels to employ to reach those groups.
Analytics (ROI Tracking)Analytics is the method of analyzing data in the database to discover valuable consumer insights that companies can act on. Software integrated with analytics become more intelligent in their understanding of customers, allowing you to make data-driven decisions.
Multivariate TestingMultivariate testing is a technique for altering multiple variables to test a hypothesis. The aim of multivariate testing is to figure out which combination of variations out of all the possibilities performs the best. Combinations of changeable components make up websites and smartphone applications. A multivariate test involves modifying several elements at once, such as an image and headline. Three picture variations and two headline variations are combined to produce six material variations that are checked simultaneously to find the winning variant.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.

Project Management Features

Timeline ViewA project timeline is a visual list of tasks or activities placed in chronological order, which lets project managers view the entirety of the project in one place. A project timeline typically takes the form of a horizontal bar chart, where each task is given a name and a corresponding start and end date.
Time & Expense TrackingTime and expense tracking is the process of recording and tracking hours worked and expenses as they relate to projects. Time and expense tracking may provide multiple timesheet and expense views, configurable work time, overtime, approval, and expense reporting policies to allow organizations to effectively collect and manage time and expenses based on their unique requirements. It enables companies to reduce errors, duplicate entries, and administrative overhead. It can also reduce the amount of time it takes to collect and report project data, manage timesheets and remote data entry.
Task ManagementTask management is the method of tracking the progress of your project's activities from start to finish. This entails constantly making choices for your tasks in order to accommodate adjustments that might arise in real-time, with the end goal of completing your tasks successfully.
Status TrackingThe term status tracking is used in most CRM systems to describe the process of tracking email delivery within the CRM. The most basic form of email status tracking is determining whether or not a recipient has opened an email. Some software also keep track of which of the email's individual URLs is clicked.
Resource ManagementResource management refers to the process of obtaining, allocating, and managing resources for a project, such as people and their expertise, budgets, technology, materials, machinery, and natural resources. Internal and external resources are used efficiently, on schedule, and under budget, thanks to resource management.
Project PlanningProject planning is a phase in project management where the necessary paperwork is generated to ensure that the project is completed successfully. All activities taken to identify, schedule, integrate, and organize additional plans are recorded.
Portfolio ManagementPortfolio management is described as the process of managing an individual's assets in order to maximize earnings over a set period of time.
Percent-Complete TrackingPercent complete tracking is a way to track project progress and is an important part of how to manage a project. A project's percent complete refers to how far along you are with any given mission (or the project overall).
Milestone TrackingA project is only considered a success if all of the client's objectives are met. These are usually articulated in terms of the complexity of what needs to be delivered, its consistency, the costs involved, and the timeframes involved. The most effective way to manage the timescale factor is to monitor milestones. Effective project preparation concentrates on the most important deliverables, with assignments outlining how the job will be structured to meet the deadlines. Milestones are used to classify these main completion dates so that projected dates can be compared to committed dates as the project progresses. This is what's referred to as milestone tracking.
Issue ManagementThe practice of finding and addressing problems is known as issue management. Problems with employees or vendors, technological glitches, and supply shortages can all wreak havoc on your project. If the problem isn't fixed, you risk causing needless friction, delays, or even failure to meet the deadline.
Project TemplatesA project template is a project that includes work packages and actions that you know you will frequently apply to various projects.
Idea ManagementIdea management is a structured process of generating, capturing, discussing and improving, organizing, evaluating and prioritizing valuable insight or alternative thinking that would otherwise not have emerged through normal processes.
Kanban BoardA kanban board is an agile project management tool designed to help visualize work, limit work-in-progress, and maximize efficiency (or flow). A kanban board helps make your work visible so you can show it to others and keep everyone on the same page.
Recurring Task ManagementRecurring task management involves ensuring that the recurring tasks (that happen over and over again on a regular basis) are properly managed by the project manager to ensure efficiency and productivity.
Requirement ManagementThe process of recording, reviewing, tracing, prioritizing, and deciding on specifications, as well as controlling change and interacting with relevant stakeholders, is known as requirement management. It is a continuous process that occurs over the duration of a project. A capacity to which a project result should adhere is referred to as a prerequisite.
IT Project ManagementThe planning, scheduling, execution, tracking, and reporting of IT projects is known as IT project management (ITPM). Although many industries concentrate solely on IT ventures, IT is unique in that it is present in almost all, if not all, industries.
Budget ManagementThe method of administering and controlling the finances associated with business ventures is known as budget management. It’s not only about coming up with a single overall number for a particular project but also about understanding the individual cost elements and the logistics of budget tracking.