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Price for Insightly CRM: All You Need to Know

Greetings readers! Are you searching for an affordable CRM software that can help you manage your business effectively? Look no further than Insightly CRM, a powerful tool that can improve your sales pipeline, increase productivity, and enhance customer relationships. In this article, we will dive deep into the pricing structure of Insightly CRM and provide you with a comprehensive guide to help you make an informed decision. So, let’s get started!

Introduction: How Insightly CRM Can Benefit Your Business

Insightly CRM is a cloud-based software that helps businesses of all sizes to streamline their workflows, automate repetitive tasks, and manage their customer interactions. It offers a wide range of features such as customer management, sales automation, marketing automation, project management, and reporting. Using Insightly CRM, you can visualize your sales pipeline, prioritize your deals, and assign tasks to your team members. You can also track your marketing campaigns, automate your email sequences, and generate custom reports.

With Insightly CRM, you can improve your customer engagement by capturing leads from your website, social media, or email campaigns. You can also segment your customers based on their interests, behavior, or demographics and create personalized messages for each segment. Additionally, Insightly CRM integrates with other tools such as G Suite, Microsoft Office 365, Quickbooks, and Mailchimp, making it a versatile tool for your business needs.

Now that you know the benefits of Insightly CRM, let’s take a closer look at its pricing structure.

Price for Insightly CRM: What You Need to Know

Insightly CRM offers three pricing plans: Plus, Professional, and Enterprise. Each plan has its own set of features and pricing, which we will outline below.

Plan Price per User per Month Features
Plus $29
  • Up to 5,000 records
  • 2GB storage per user
  • Email tracking and templates
  • Lead and opportunity management
  • Customizable dashboards and reports
Professional $49
  • Up to 50,000 records
  • 100GB storage per user
  • Email, task, and calendar synchronization
  • Advanced lead and opportunity management
  • Workflow automation
Enterprise $99
  • Unlimited records and storage per user
  • Custom user permissions
  • API access and custom integrations
  • Advanced reporting and analytics
  • Dedicated customer support

Plus Plan: Affordable Option for Small Businesses

The Plus plan is the most affordable option for small businesses that are looking for a basic CRM software. It offers up to 5,000 records and 2GB storage per user, which should be sufficient for businesses that have a few team members and a limited customer base. With the Plus plan, you can track emails, manage leads and opportunities, and customize your dashboards and reports. However, the Plus plan does not include advanced features such as workflow automation, API access, or custom user permissions.

Professional Plan: Advanced Features for Growing Businesses

The Professional plan is a more comprehensive option for businesses that are growing and need advanced features to manage their workflows. It offers up to 50,000 records and 100GB storage per user, which should be suitable for most medium-sized businesses. With the Professional plan, you can synchronize your email, task, and calendar, automate your workflows, and integrate with third-party tools. Additionally, the Professional plan includes advanced lead and opportunity management features that can help you close deals faster.

Enterprise Plan: Customizable and Scalable for Large Businesses

The Enterprise plan is a customizable and scalable option for large businesses that have complex workflows and need dedicated support. It offers unlimited records and storage per user, which means that you can store as much data as you want without worrying about hitting any limits. With the Enterprise plan, you can create custom user permissions, access the API, and integrate with your existing systems. You also get advanced reporting and analytics features that can help you gain insights into your business performance.

Frequently Asked Questions about Price for Insightly CRM

1. Are there any hidden fees in Insightly CRM pricing?

No, there are no hidden fees in Insightly CRM pricing. The price per user per month is inclusive of all features and support.

2. Can I switch between plans as my business grows?

Yes, you can switch between plans as your business grows. Insightly CRM allows you to upgrade or downgrade your plan at any time.

3. Do I have to pay for the entire year upfront?

No, you can pay for Insightly CRM on a monthly basis. However, if you choose to pay annually, you can save up to 20% on your subscription.

4. What payment methods does Insightly CRM accept?

Insightly CRM accepts all major credit cards, including Visa, Mastercard, and American Express.

5. Can I cancel my subscription at any time?

Yes, you can cancel your subscription at any time. However, you will not receive a refund for any unused portion of your subscription.

6. Is there a free trial available?

Yes, Insightly CRM offers a 14-day free trial that includes access to all features.

7. Can I purchase additional storage if I need it?

Yes, you can purchase additional storage if you need it. Insightly CRM offers flexible storage options that can be customized to your business needs.

8. Does Insightly CRM offer any discounts for non-profits?

Yes, non-profit organizations can receive a discount of up to 50% on their Insightly CRM subscription.

9. Can I access Insightly CRM on my mobile device?

Yes, Insightly CRM offers a mobile app for iOS and Android devices that allows you to access your data on the go.

10. Are there any limitations on the number of users I can have on my account?

No, there are no limitations on the number of users you can have on your Insightly CRM account. You can add as many users as you need.

11. Can I customize my reports in Insightly CRM?

Yes, Insightly CRM allows you to create custom reports that can be tailored to your business needs. You can choose from a variety of templates or create your own.

12. Does Insightly CRM offer training and support?

Yes, Insightly CRM offers training and support to all users, including video tutorials, webinars, and a knowledge base. Additionally, the Enterprise plan includes dedicated customer support.

13. How secure is my data in Insightly CRM?

Insightly CRM takes security and data privacy seriously. It uses industry-standard encryption, secure data centers, and regular backups to protect your data.

Conclusion: Choose Insightly CRM for Your Business Needs

In conclusion, Insightly CRM is a powerful and affordable tool that can help you manage your business effectively. Its pricing structure is flexible and scalable, making it a suitable choice for businesses of all sizes. Whether you are a small business owner or a large enterprise, Insightly CRM has the features and support you need to succeed. So why wait? Sign up for a free trial today and see for yourself how Insightly CRM can transform your business!

Closing: Making the Right Choice for Your Business

Choosing the right CRM software can be a daunting task, but with Insightly CRM, you can rest assured that you are making a wise investment. Its pricing model is transparent and affordable, and its features are designed to help you achieve your business goals. We hope that this article has provided you with the information you need to make an informed decision. If you have any questions or feedback, please feel free to reach out to us. We are always here to help!