Insightly CRM is a customer relationship management (CRM) software designed for small businesses and startups. It offers a wide range of features including contact tracking, sales pipeline management, and marketing automation. Insightly CRM is available in four different pricing plans, each with its own set of features and benefits. In this article, we will provide a comprehensive overview of Insightly CRM pricing and help you choose the right plan for your business.
Insightly CRM offers a free plan that includes basic features such as contact tracking, task management, and basic reporting. The paid plans start at $29 per user per month and offer additional features such as sales pipeline management, marketing automation, and advanced reporting. Insightly CRM’s plans are flexible and can be scaled up or down as your business needs change.
In the following sections, we will provide a detailed breakdown of each Insightly CRM pricing plan, along with its key features and benefits. We will also provide a comparison of the different plans to help you make an informed decision about which plan is right for your business.
Insightly CRM Pricing
Insightly CRM offers flexible pricing plans tailored to businesses of all sizes.
- Free plan available: Basic features for up to 2 users.
- Paid plans start at $29/user/month: Additional features and increased user limits.
- Four pricing plans: Plus, Professional, Enterprise, and Custom.
- Features vary by plan: Contact management, sales pipeline, marketing automation, and more.
- Scalable pricing: Upgrade or downgrade plans as your business needs change.
- Free trial available: Try Insightly CRM before you buy.
With its flexible pricing plans and range of features, Insightly CRM offers a cost-effective solution for businesses of all sizes.
Free plan available: Basic features for up to 2 users.
Insightly CRM offers a free plan that is perfect for small businesses and startups just starting out. With the free plan, you can add up to 2 users and access basic CRM features such as:
- Contact management: Store and organize contact information, including name, email, phone number, and social media profiles.
- Task management: Create and assign tasks to team members, set due dates, and track progress.
- Activity tracking: Log calls, emails, and meetings with customers and prospects.
- Basic reporting: Generate reports on sales, marketing, and customer service activities.
The free plan is a great way to get started with Insightly CRM and see how it can benefit your business. Once you’re ready to upgrade, you can choose from three paid plans that offer additional features and increased user limits.
Here is a more detailed breakdown of the features included in the Insightly CRM free plan:
- Contact management: Store up to 2,500 contacts.
- Task management: Create and assign up to 500 tasks.
- Activity tracking: Log up to 500 activities.
- Basic reporting: Generate reports on sales, marketing, and customer service activities.
- Mobile access: Access Insightly CRM on your smartphone or tablet.
- Email integration: Integrate Insightly CRM with your email account to automatically track customer interactions.
The Insightly CRM free plan is a great option for small businesses that need a basic CRM solution. It is also a good option for businesses that are considering Insightly CRM but want to try it out before they commit to a paid plan.
Paid plans start at $29/user/month: Additional features and increased user limits.
Insightly CRM offers three paid plans that start at $29 per user per month. The paid plans include all of the features of the free plan, plus additional features and increased user limits.
- Plus plan ($29/user/month):
The Plus plan is a good option for small businesses that need more than the basic features of the free plan. The Plus plan includes:
- Up to 5 users
- Up to 10,000 contacts
- Up to 5,000 tasks
- Up to 5,000 activities
- Advanced reporting
- Sales pipeline management
- Marketing automation
- Professional plan ($49/user/month):
The Professional plan is a good option for businesses that need more advanced features and increased user limits. The Professional plan includes:
- Up to 10 users
- Up to 25,000 contacts
- Up to 10,000 tasks
- Up to 10,000 activities
- All of the features of the Plus plan
- Customizable dashboards
- Project management
- Team collaboration tools
- Enterprise plan ($99/user/month):
The Enterprise plan is a good option for large businesses that need the most advanced features and the highest user limits. The Enterprise plan includes:
- Up to 25 users
- Up to 50,000 contacts
- Up to 20,000 tasks
- Up to 20,000 activities
- All of the features of the Professional plan
- Customizable workflows
- Advanced security features
- Dedicated customer support
- Custom plan:
Insightly CRM also offers a custom plan for businesses that need more than what is offered in the Enterprise plan. The custom plan includes all of the features of the Enterprise plan, plus additional features and increased user limits. To learn more about the custom plan, contact Insightly CRM sales.
The paid plans of Insightly CRM offer a wide range of features and user limits to suit the needs of businesses of all sizes. With its flexible pricing plans, Insightly CRM is an affordable CRM solution for businesses of all sizes.
Four pricing plans: Plus, Professional, Enterprise, and Custom.
Insightly CRM offers four pricing plans to choose from: Plus, Professional, Enterprise, and Custom. Each plan offers a different set of features and user limits to suit the needs of businesses of all sizes.
Here is a more detailed breakdown of the four pricing plans:
- Plus plan ($29/user/month):
- Up to 5 users
- Up to 10,000 contacts
- Up to 5,000 tasks
- Up to 5,000 activities
- Advanced reporting
- Sales pipeline management
- Marketing automation
- Professional plan ($49/user/month):
- Up to 10 users
- Up to 25,000 contacts
- Up to 10,000 tasks
- Up to 10,000 activities
- All of the features of the Plus plan
- Customizable dashboards
- Project management
- Team collaboration tools
- Enterprise plan ($99/user/month):
- Up to 25 users
- Up to 50,000 contacts
- Up to 20,000 tasks
- Up to 20,000 activities
- All of the features of the Professional plan
- Customizable workflows
- Advanced security features
- Dedicated customer support
- Custom plan:
The custom plan is designed for businesses that need more than what is offered in the Enterprise plan. The custom plan includes all of the features of the Enterprise plan, plus additional features and increased user limits. To learn more about the custom plan, contact Insightly CRM sales.
The four pricing plans of Insightly CRM offer a wide range of features and user limits to suit the needs of businesses of all sizes. With its flexible pricing plans, Insightly CRM is an affordable CRM solution for businesses of all sizes.
Features vary by plan: Contact management, sales pipeline, marketing automation, and more.
The features available in Insightly CRM vary depending on the pricing plan that you choose. The free plan includes basic features such as contact management, task management, and activity tracking. The paid plans include all of the features of the free plan, plus additional features such as sales pipeline management, marketing automation, and advanced reporting.
Here is a more detailed breakdown of the features included in each pricing plan:
- Free plan:
- Contact management
- Task management
- Activity tracking
- Basic reporting
- Mobile access
- Email integration
- Plus plan ($29/user/month):
- All of the features of the free plan
- Advanced reporting
- Sales pipeline management
- Marketing automation
- Professional plan ($49/user/month):
- All of the features of the Plus plan
- Customizable dashboards
- Project management
- Team collaboration tools
- Enterprise plan ($99/user/month):
- All of the features of the Professional plan
- Customizable workflows
- Advanced security features
- Dedicated customer support
- Custom plan:
The custom plan includes all of the features of the Enterprise plan, plus additional features and increased user limits. To learn more about the custom plan, contact Insightly CRM sales.
The features included in each pricing plan of Insightly CRM are designed to meet the needs of businesses of all sizes. With its flexible pricing plans, Insightly CRM is an affordable CRM solution for businesses of all sizes.
Scalable pricing: Upgrade or downgrade plans as your business needs change.
Insightly CRM offers scalable pricing plans that allow you to upgrade or downgrade your plan as your business needs change. This means that you only pay for the features that you need, and you can easily adjust your plan as your business grows or changes.
Here are some of the benefits of Insightly CRM’s scalable pricing:
- Flexibility: You can easily upgrade or downgrade your plan at any time, without any penalties.
- Affordability: You only pay for the features that you need, so you can save money by choosing a plan that fits your budget.
- Scalability: Insightly CRM can scale with your business as it grows, so you don’t have to worry about outgrowing your CRM system.
To upgrade or downgrade your Insightly CRM plan, simply contact Insightly CRM sales. They will help you choose the right plan for your business and will make the switch as quickly and easily as possible.
Here are some examples of how Insightly CRM’s scalable pricing can benefit your business:
- Start with the free plan: If you’re a small business just starting out, you can start with the free plan of Insightly CRM. This will give you access to the basic features that you need to manage your contacts and sales pipeline.
- Upgrade as you grow: As your business grows, you can upgrade to a paid plan to access additional features such as marketing automation, project management, and customizable dashboards.
- Downgrade if you need to: If your business needs change, you can downgrade to a lower-priced plan to save money. This is a great option if you’re experiencing a seasonal slowdown or if you need to cut costs.
Insightly CRM’s scalable pricing is a great way to ensure that you’re always paying for the right CRM solution for your business.
Free trial available: Try Insightly CRM before you buy.
Insightly CRM offers a free trial so that you can try the software before you buy it. This is a great way to see if Insightly CRM is the right CRM solution for your business.
- Sign up for a free trial: You can sign up for a free trial of Insightly CRM by visiting the Insightly CRM website. You will need to provide your name, email address, and company name.
- Choose your plan: Once you have signed up for a free trial, you will need to choose a plan. You can choose from the free plan, the Plus plan, the Professional plan, or the Enterprise plan. The free trial includes all of the features of the Plus plan, so you can try out all of the advanced features of Insightly CRM.
- Start using Insightly CRM: Once you have chosen a plan, you can start using Insightly CRM. You can access Insightly CRM from your web browser or from the mobile app. Insightly CRM is easy to use and you can get started quickly.
- Evaluate Insightly CRM: During your free trial, you can evaluate Insightly CRM and see if it is the right CRM solution for your business. You can test out all of the features and see how Insightly CRM can help you manage your contacts, sales pipeline, and marketing campaigns.
The free trial of Insightly CRM is a great way to try the software before you buy it. This is a risk-free way to see if Insightly CRM is the right CRM solution for your business.
FAQ
Here are some frequently asked questions about CRM software:
Question 1: What is CRM software?
Answer: CRM (Customer Relationship Management) software is a tool that helps businesses manage their relationships with customers. It can be used to track customer interactions, manage sales pipelines, and provide customer service.
Question 2: What are the benefits of using CRM software?
Answer: CRM software can help businesses improve their customer service, increase sales, and grow their business. It can also help businesses save time and money by automating tasks and improving efficiency.
Question 3: What are the different types of CRM software?
Answer: There are many different types of CRM software available, each with its own unique features and benefits. Some of the most common types of CRM software include:
- Cloud-based CRM
- On-premise CRM
- Open-source CRM
- Small business CRM
- Enterprise CRM
Question 4: How much does CRM software cost?
Answer: The cost of CRM software varies depending on the type of software, the number of users, and the features that are included. Some CRM software is available for free, while others can cost thousands of dollars per month.
Question 5: What are the best CRM software solutions?
Answer: The best CRM software solution for your business will depend on your specific needs and budget. Some of the most popular CRM software solutions include:
- Salesforce
- HubSpot
- Microsoft Dynamics 365
- Zoho CRM
- Insightly CRM
Question 6: How do I choose the right CRM software for my business?
Answer: When choosing CRM software for your business, it is important to consider your specific needs and budget. You should also consider the following factors:
- The size of your business
- The industry you are in
- Your budget
- The features that are important to you
- The ease of use of the software
Question 7: How do I implement CRM software?
Answer: Implementing CRM software can be a complex process, but it is important to take the time to do it right. The following steps can help you successfully implement CRM software:
- Choose the right software
- Get buy-in from your team
- Prepare your data
- Configure the software
- Train your team
- Go live
- Monitor and adjust
CRM software can be a valuable tool for businesses of all sizes. By choosing the right software and implementing it correctly, businesses can improve their customer service, increase sales, and grow their business.
In addition to the information provided in the FAQ, here are some additional tips for choosing and using CRM software:
Tips
Here are some practical tips for choosing and using CRM software:
Tip 1: Define your needs and goals.
Before you start shopping for CRM software, take some time to define your business needs and goals. What do you hope to achieve with CRM software? Do you need to improve customer service, increase sales, or grow your business? Once you know your needs and goals, you can start to evaluate different CRM software solutions to see which one is the best fit for your business.
Tip 2: Consider your budget.
CRM software can range in price from free to thousands of dollars per month. It is important to set a budget before you start shopping for CRM software so that you can narrow down your options. Keep in mind that the most expensive CRM software is not always the best. There are many affordable CRM software solutions that can provide you with the features and functionality that you need.
Tip 3: Get buy-in from your team.
CRM software is only effective if your team uses it. It is important to get buy-in from your team before you implement CRM software. Make sure that your team understands the benefits of CRM software and how it can help them be more productive. You should also provide your team with training on how to use the CRM software so that they can get the most out of it.
Tip 4: Implement CRM software correctly.
Implementing CRM software can be a complex process, but it is important to take the time to do it right. The following steps can help you successfully implement CRM software:
- Choose the right software
- Get buy-in from your team
- Prepare your data
- Configure the software
- Train your team
- Go live
- Monitor and adjust
By following these tips, you can choose and implement CRM software that will help your business improve customer service, increase sales, and grow your business.
CRM software can be a valuable tool for businesses of all sizes. By choosing the right software and implementing it correctly, businesses can improve their customer relationships, increase sales, and grow their business.
Conclusion
CRM software can be a valuable tool for businesses of all sizes. By choosing the right software and implementing it correctly, businesses can improve their customer relationships, increase sales, and grow their business.
Here are the main points to remember when choosing and using CRM software:
- Define your needs and goals.
- Consider your budget.
- Get buy-in from your team.
- Implement CRM software correctly.
By following these tips, you can choose and implement CRM software that will help your business succeed.
CRM software is an investment in your business. It can help you improve customer service, increase sales, and grow your business. If you are not already using CRM software, I encourage you to consider it. There are many affordable CRM software solutions available that can help you get started.