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Price of Insightly: Login, Customer Support

Insightly is a CRM and project management tool. Insightly is a CRM and project management tool designed for businesses of all sizes, particularly small to midsize businesses.

It is easy to customize and use. Hence, Insightly designed its pricing plans to meet the goals of business people. It comes with amazing features that help businesses achieve their goals. focusing mainly on small to midsize businesses.Price of Insightly

 

Having said that, this article is all you need to know about the price of Insightly, its features, and Pricing plans.

So, if you’re a fan of Insightly or you want to buy this product, make sure you go through this article.

Now, without taking much of your time, let’s begin right away.

Price of Insightly

This software offers three (3) interesting plans that contain amazing features that will be useful to most business owners.

Below are the pricing plans and their features:

  • · Plus

The first plan is the Plus plan. This plan costs 29 USD per user per month when billed annually.

It also comes with a ‘Try For Free’ option that allows you to access this plan and its features for a while at no cost.

Now, here are the features of the Insightly Plus plan:

  • · Customizable sales processes
  • · Task management
  • · Mobile business card scanning
  • · Relationship linking: contacts, organizations
  • · Batch update records
  • · Attach files from the cloud.
  • · Mobile app
  • · Actual data synchronization
  • · Lead management
  • · Automated, personalized emails
  • · Opportunity management
  • · Mobile contact and calendar integration
  • · 2 role-based permissions
  • · 2 configurable profiles or page layouts
  • · 50 custom fields
  • · REST public API
  • · Mobile voice notes
  • · Built-in business intelligence dashboards
  • · Flexible reports
  • · Conversion of winning opportunities into projects
  • · Native project management
  • · Configurable, automated workflows
  • · Integrations with PandaDoc, QBO, Xero, Google, and MS 365
  • · Email templates
  • · Web-to-lead capture
  • · Kanban view
  • · Native marketing and service integration
  • · Real-time connector to marketing
  • · Contact and organization management
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· Professional

The next Pricing Plan is the Professional Plan. This plan costs 49 per user per month (billed annually) and also comes with a free trial that allows you to access its features for a period of time at no cost.

Below are the Insightly Professional Plan features:

  • · Lead assignment and routing
  • · Schedule outbound emails
  • · Track all key project metrics.
  • · Unlimited configurable profiles and page layouts
  • · Full workflow automation
  • · Custom objects
  • · Supports AppConnect low-code and no-code integration
  • · Custom queues
  • · Unlimited role-based permissions
  • · Customizable, real-time insight cards
  • · Custom page layouts
  • · 100 custom fields
  • · Webhooks
  • · Full audit logging and everything in the Plus Plan

Last on our list is the enterprise plan. This plan costs 99 USD per user per month (billed annually).

 

Also, like other Pricing plans, the Enterprise plan offers a 14-day trial that allows you to access its features for free.

 

That being said, below are some features of the Enterprise plan:

  • · Custom page layouts
  • · 200 custom fields
  • · Calculated fields
  • · Products, Pricebooks, and quotes
  • · Custom validation rules
  • · AWS Lambda authoring and execution
  • · SAML and SCIM enable single-sign-on
  • · Field-based permissions and everything in the professional plan

Insightly Login

Follow the steps below to access your account online:

  • Visit Login Page in a browser to get started.
  • Then key in your email address and password into the right field.
  • Once you’ve done that, click on the yellow ‘Log In’ button to access your account online.
  • Also, you can sign into your account using your Google G Suite or Microsoft Office 365 account.

Again, if you’re yet to open an account, click on the ‘Sign Up’ option and follow the prompts to create one.

Reviews

Here is what some people have to say about this product:

The software is good and easy to use. Now, the software freezes a lot when more than one user uses it at the same time.

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Anupam T.

 

Sale Executive

 

The software is in simple form and allows us to enable more features as we grow. As a matter of fact, there are some limits to customization.

 

Michelle G.

 

Business and Marketing Coordinator

 

It has unlimited storage but falls short of full webmail integration with only 25 custom fields.

 

Katy A.

 

Owner and Principal Consultant

 

Pros and Cons

· Pros

It is a trustworthy tool that allows you to record everything completely.

This software is simple and contains all you may need for contact management.

This software is a perfect platform for getting great business fame.”

· Cons

Due to several features and configurations, customization and configuration can be a bit confusing.

Spam keeps coming in through its web form. But Insightly may be one of the worst customer experiences that I’ve encountered in years.

Features

Below are some key features of Insightly:

 

  • · Search/Filter
  • · Workflow Management
  • · Assignment Management
  • · Commenting/Notes
  • · Prioritization
  • · Recurring Tasks
  • · Drag & Drop
  • · Reporting/Analytics
  • · Percent-Complete Tracking

Alternatives

Here are some other options worth trying apart from Insightly:

https://www.bitrix24.com

  • · Jira

https://www.atlassian.com/software/jira

  • · Asana

https://asana.com

Deployment and Support

  • · Deployment

Cloud, SaaS, and Web-Based

Desktop: Mac

Desktop: Windows

Mobile: Android

Mobile: iPhone/iPad

  • · Support

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

· Training

Live Online

Webinars

Documentation

Videos

 

You can check out our post on the price of PracticePanther Legal Software here.

Reference Links

Insightly

https://login.insightly.com/User/Login

Pricing plans

Support

Frequent Asked Questions (FAQs)

How much does Insightly cost?

 

Insightly offers two (3) pricing plans. The Plus plan is priced at 29 USD per user per month. Again, the Professional plan costs 49 USD per user per month, and finally, the Enterprise plan costs 99 USD per user per month.

Please note that we bill these prices annually.

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Who owns Insightly?

Anthony Smith owns Insightly.

 

What is Insightly?

Insightly is a CRM and project management tool. It is designed for businesses of all sizes, f

Author

  • Jeremy Bridge

    Jeremy Bridge is a PriceMIT software local beginner’s teacher. He is a specialist in Software for Beginners FAQ. I have been working in the field of software development and coding for kids projects for over a decade. His expertise includes both online and physical software training and reviews.You can contact me at https://pricemit.comFacebook, TwitterPricemit Pinterest Account, and LinkedIn page. In the days of his studies, I examined the software industry through the prism of critical theory, philosophy, and science theory. I is a social campaigner for early artificial intelligence for our kids, and I do it with pride. He loves playing with kids and is a software enthusiast.In her quote: "I aspire to contribute to younger generation software awareness. Software development allows us to freely and fully experience life. Hence, my goal is to help people have a deep understanding of the best strategies, as well as the biggest dos and don’ts when it comes to software coding and management."

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