In 2024, Insightly pricing remains adaptable, offering plans designed to support small and mid-sized businesses in managing customer relationships, projects, and workflows. Known for its project management capabilities alongside CRM functions, Insightly provides a range of pricing tiers with features to fit various business needs, from startups to larger teams requiring deeper integrations and customizations.
Monthly vs. annual billing options
Insightly pricing provides the flexibility of monthly or annual billing. Monthly billing allows users to scale or cancel their subscription as needed, while annual billing offers a discounted rate, benefiting teams committed to using Insightly CRM for a full year.
Teams that see Insightly as a long-term solution can achieve cost savings by opting for annual billing, which helps with budget predictability and financial planning.
Insightly pricing plans and cost comparison
Insightly pricing includes four main plans, each catering to different levels of functionality, from basic CRM needs to more advanced features suitable for larger teams:
- Plus Plan: Priced at $29 per user per month with annual billing, this plan provides essential CRM capabilities, such as contact management, task tracking, and email templates, ideal for small businesses.
- Professional Plan: At $49 per user per month with annual billing, the Professional plan includes workflow automation, custom reporting, and advanced project management tools, making it suitable for growing teams.
- Enterprise Plan: Priced at $99 per user per month with annual billing, the Enterprise plan offers in-depth customization, API access, and lead assignment rules, catering to larger organizations with complex CRM requirements.
- Unlimited Plan: Custom pricing for the Unlimited plan provides access to all available Insightly features, including dedicated support, unlimited records, and priority access, making it ideal for large enterprises with extensive CRM needs.
Monthly billing is available at a higher rate, so annual billing is typically more economical for businesses committed to using Insightly long-term.
Annual billing: total cost and upfront commitment
Opting for annual billing with Insightly pricing offers predictable yearly costs for easier budgeting. Here’s the breakdown per user annually:
- Plus Plan: $348 per user for a full year
- Professional Plan: $588 per user for a full year
- Enterprise Plan: $1,188 per user for a full year
- Unlimited Plan: Custom pricing based on organization needs
These costs provide transparency and help businesses plan their CRM expenses, especially useful for teams committed to using Insightly as a core part of their customer relationship strategy.
Key features included in Insightly pricing plans
Insightly pricing offers a range of features in each plan, allowing businesses to choose based on their size and CRM requirements:
- Plus Plan: Covers essential CRM functions such as contact and opportunity management, task and project tracking, and email templates, suitable for small businesses needing fundamental CRM tools.
- Professional Plan: Adds workflow automation, advanced reporting, and project management tools, ideal for growing teams that need more streamlined and organized processes.
- Enterprise Plan: Includes in-depth customization options, API access, and lead assignment rules, making it suitable for larger organizations with more complex workflows.
- Unlimited Plan: Provides all features plus unlimited records, priority support, and customization options, making it perfect for large enterprises needing a robust, scalable CRM solution.
These features allow businesses to scale CRM functionality according to their operational needs and growth stage.
Is Insightly pricing worth it? Deciding factors
When assessing Insightly pricing, consider team size, desired CRM capabilities, and budget. Smaller teams may find the Plus or Professional plans sufficient, while larger organizations may need the customization and support provided by the Enterprise or Unlimited plans.
Conclusion
Insightly pricing offers flexible plans that cater to various business sizes, from small teams to large enterprises. With both monthly and annual billing options, Insightly provides a cost-effective CRM and project management solution for teams aiming to streamline operations and manage customer relationships effectively. Its project management integration and range of features make it a strong choice for businesses looking to optimize both CRM and project workflows.