Insightly

Insightly

The modern customer relationship platform.

Use Cases:
Insightly

The Lowdown on

Insightly

Marketing, Sales, and Project Management—together at last on a single platform. Grow your business faster by building lasting relationships with your customers, through every step of the customer journey.

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Insightly

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Insightly

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Comparison

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IF Statements

Pricing options for

Insightly

$

29

CRM | Plus
Includes:
An illustration of a tick, indicating a positive result or completion
1 App
  • Work from any device
  • Deliver projects
  • Collaborate across the company
$

29

Service | Plus
Includes:
An illustration of a tick, indicating a positive result or completion
1 App
  • Custom ticket automations
  • Macros
  • Custom and scheduled reports

Some features include:
- Service Level Agreement (SLA) management
- Business hours (single schedule in Plus)
- Dashboard cards (customise with Pro and Enterprise)
- Knowledge base articles (multiple versions, languages with Pro and Enterprise)
- Customisable role-based permissions

$

49

CRM | Professional
Includes:
An illustration of a tick, indicating a positive result or completion
1 App
  • Find and manage leads
  • Sell more productively
  • Work from any device
  • Deliver projects
  • Business intelligence platform
  • Collaborate across the company
  • Get the most out of Insightly
$

49

Service | Professional
Includes:
An illustration of a tick, indicating a positive result or completion
1 App
  • Custom ticket automations
  • Macros
  • Custom and scheduled reports
  • Service Level Agreement (SLA) management
  • Business hours (single schedule in Plus)
  • Dashboard cards (customise with Pro and Enterprise)
  • Knowledge base articles (multiple versions, languages with Pro and Enterprise)
  • Customizable role-based permissions
  • Configurable page layouts
  • Community forums
  • Portal customisation
  • Custom objects
  • Custom queues
  • Field-level security
  • Ticket sentiment and keyword analysis*
  • Customer satisfaction surveys*
  • Integrations