Insightly CRM Pricing & Plans (2024 Guide)
Insightly CRM empowers businesses with a user-friendly interface and seamless app integrations. Its comprehensive project management features make it a valuable tool for enhancing productivity and customer engagement, helping you make informed buying decisions.
- User-friendly interface and design.
- Seamless integration with popular apps.
- Comprehensive project management features.
- Limited customization options.
- Advanced features can be costly.
Free plan?
YesStarting price
$29 per user / monthWhat is Insightly CRM?
How Much Does Insightly CRM Cost?
Insightly CRM offers a variety of pricing plans to cater to different business needs, from small startups to large enterprises. Below is a detailed breakdown of Insightly CRM’s plans, highlighting their key features for various business requirements.
Insightly CRM Pricing Plans
- Project management tools to streamline business processes.
- Advanced reports for insightful data analysis.
- Pre-built business dashboards for quick access to metrics.
- Free 14-Day Trial to explore features before purchase.
- Workflow automation to reduce manual tasks.
- Custom page layouts for personalized user experience.
- Free 14-Day Trial to test advanced features.
- Enhanced data management with custom fields.
- Products, pricebooks, and quotes for sales management.
- Comprehensive audit logging for security and compliance.
- Contact sales for tailored solutions and pricing.
- Advanced integration capabilities with REST API.
Add-ons
per setup
per setup
per year
Insightly CRM Pricing Plans in Detail
Plus
The Plus plan is designed to help small businesses manage their customer relationships effectively. It offers essential features like lead and contact management, project management, and advanced reporting. With pre-built business dashboards, users can quickly access important metrics. The plan also includes a free 14-day trial, allowing businesses to explore its capabilities before committing.
Professional
The Professional plan builds on the Plus plan by adding features that enhance team collaboration and efficiency. It includes lead assignment and routing, workflow automation, and custom page layouts. This plan is ideal for mid-sized businesses looking to streamline their operations and improve data management. The free 14-day trial provides an opportunity to test these advanced features.
Enterprise
The Enterprise plan is tailored for large enterprises that require robust features and customization. It includes sandboxes for testing, products and pricebooks for sales management, and comprehensive audit logging for security. This plan offers advanced integration capabilities and is available through contact with sales for a personalized solution. It ensures businesses have the tools needed for complex operations.
Top Insightly CRM Features
Contact Management
Managing contacts efficiently is crucial for any business, and Insightly CRM excels in this area. I found it incredibly easy to organize and access contact information, which helped me maintain strong relationships with clients. You can effortlessly track interactions, set reminders, and even link contacts to projects, ensuring you never miss a beat. This feature truly enhances your ability to nurture customer relationships and drive business growth.
Project Management
When it comes to managing projects, Insightly CRM offers a comprehensive suite of tools that I found invaluable. You can create tasks, set deadlines, and assign responsibilities with ease. This feature allows you to keep your team on track and ensures that projects are completed efficiently. I particularly appreciated the ability to link projects to contacts, providing a holistic view of customer interactions and project progress.
Email Integration
Insightly CRM's email integration feature is a game-changer for streamlining communication. I loved how it seamlessly connected with my email client, allowing me to send and receive emails directly within the CRM. This not only saved time but also ensured that all communication was logged and easily accessible. You can track email interactions, set follow-up reminders, and maintain a clear record of customer correspondence.
Custom Dashboards
Creating custom dashboards in Insightly CRM was a breeze, and it significantly improved my ability to monitor key metrics. You can tailor dashboards to display the information that matters most to you, providing a clear overview of your business performance. I found this feature particularly useful for tracking sales progress and project status, enabling me to make informed decisions quickly.
Mobile Access
Having access to Insightly CRM on the go was a major advantage for me. The mobile app is user-friendly and offers all the essential features, allowing you to manage contacts, track projects, and communicate with clients from anywhere. This flexibility ensures that you can stay productive and responsive, even when you're away from your desk. I found it incredibly convenient for keeping up with tasks and customer interactions while traveling.
Who Is Insightly CRM Best For?
Insightly CRM is perfect for small to medium-sized businesses seeking to streamline their customer relationship management and project tracking. With its user-friendly interface and seamless integrations, it enhances productivity and collaboration, making it an ideal choice for businesses looking to improve customer engagement and operational efficiency.
- Great for small to medium businesses.
Insightly CRM is designed to simplify customer relationship management for small to medium businesses. Its intuitive interface and seamless integrations make it easy to manage contacts, track sales, and oversee projects without needing advanced technical skills.
- Ideal for growing companies.
As your business expands, Insightly CRM grows with you. It offers essential features like contact management, sales tracking, and project management, making it an excellent fit for businesses that need scalable solutions as their customer base increases.
- Perfect for budget-conscious teams.
Insightly CRM provides advanced features—such as project management, contact tracking, and seamless integrations—at a cost-effective price point, making it ideal for businesses looking to optimize customer relationships without breaking the bank.
Frequently Asked Questions
What pricing plans does Insightly CRM offer?
Are there any discounts available for Insightly CRM?
Does Insightly CRM offer a free trial?
What is the cost of the basic plan for Insightly CRM?
Can I upgrade my Insightly CRM plan at any time?
Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
