We were curious too. How does Insightly’s pricing work?

All of us at monday.com

monday reviews is our latest blog series where we provide the facts about different project management tools – no BS and no hyperbole needed. Keep scrolling for our analysis and to learn more about all the project management tools out there. Enjoy! 😊

Finding the right project management tool can feel like looking for a needle in a haystack.

So, before you get all excited about the perfect app solution, you know whether it’s going to suit your budget.

According to Insightly, it’s the only CRM software (customer relationship management software) that has project management and delivery built right in. Which is  a lot like what we, monday.com, offer too!

But how much does Insightly cost? 

To save you time, we’ve put together an overview of Insightly pricing plans and the features you can find in each package. We’re also going to show you our own pricing and features, so you can see for yourself which powerful CRM solution is best suited for your team and wallet. Here’s our Insightly review.

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Is Insightly free to use? In short, yes.

Insightly is a CRM platform designed primarily for customer management, but it also offers some project management functionality.

The platform is free for 1-2 users and it allows you to tackle basic project tasks such as:

  • Converting won leads into projects
  • Tracking and managing milestones
  • Project, workflow, and task management

There are several Insightly integration app options including Xero, Microsoft Outlook, Gmail, G Suite, Quickbooks, and Mailchimp so you can sync project communications and budgets.

The platform offers a no-frills plan for two business partners to manage customer contact information, sales data, and projects in one location. To create a free account, all you have to do is insert your first name, last name, email, and create a password on the CRM tool.

But as you might expect, there are limitations with using the free version of the CRM system. Unfortunately, this means you might not have access to all the features you need.

Let’s take a look at the limitations:

  • Only two users are allowed per account
  • No customizable sales process options, negatively impacting the sales funnel
  • No lead management and mass email feature
  • Limited configurable profiles and page layouts
  • No intelligence dashboards

With these limitations in mind, it’s worth considering one of the three Insightly pricing plans with more features. Read on as we break them down with what each one has to offer.

What pricing plans does Insightly offer? 3 to choose from.

According to Capterra, 49% of people start their search for project management software with the hopes of paying less than $5,000 a year.

As long as you don’t need the Enterprise plan, or have fewer than 5 users, you can make that budget work with Insightly CRM software.

Here’s how Insightly is priced:

Pricing for Insightly CRM Plus, Professional and Enterprise plans

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What do you get with Insightly’s Plus plan? Mass emailing, lead management, and more.

The Insightly Plus plan costs $29/user/month (billed annually).

Here’s a breakdown of some of what’s included in this plan:

  • Lead management tool
  • Mass emailing feature for more sales opportunities (P.S. with monday.com’s gmail integration, you can do this too!)
  • Email template options for contact management
  • Lead visualization with Kanban boards
  • Contact and organization management
  • and more…

These are just some of the features that you’ll get with the Insightly Plus plan.

But, it does have limitations. For instance, you can only create two user roles or profiles, and there’s no phone support or customizable dashboards offered with this plan.

What do you get with Insightly’s Professional plan? Email scheduling and workflow automation

The Insightly Plus plan costs $49/user/month (billed annually).

Detailed comparison of features included in each of Insightly's paid plans

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In addition to what you can find in the Plus plan, here’s what the Professional plan includes:

  • You can schedule outbound emails for marketing or sales pipeline management purposes
  • 100 customizable real-time insight cards for creating charts and graphs
  • You can build and share customizable BI (business intelligence) dashboards that finds actionable insight solutions
  • Complete workflow automation
  • and more…

But, it is still missing some valuable features, such as custom validation rules for workflows and dynamic page layout rules, so different users only see the fields they need.

What do you get with Insightly’s Enterprise plan? Custom apps

The Insightly Plus plan costs $99/user/month (billed annually).

If you have enterprise needs for your business, then consider Insightly’s Enterprise plan. In addition to the features in the previous two plans, here’s what’s included.

  • Unlimited number of customizable real-time insight cards
  • Allows you to deploy custom apps on any platform
  • Dynamic page layout rules for modifying fields based on the user
  • and more…

Features like Insightly Voice and customized support come at an additional cost; it’s not included in the $99/user/month.

So, monday.com or Insightly?

Of course, we think you should go with monday.com but…

It’s hard to give a yes or no answer to this question (and we’re obviously biased, anyway). In reality, the answer depends on what you need the software for, and what features you want.

Let’s take a look at what we offer here at monday.com, so you can decide for yourself.

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What is monday.com?

monday.com is a project management platform that helps teams get work done.

It’s an intuitive and easy to use Work OS so you can create any workflow fit for you and your team. What sets monday.com apart is that you can also create your own apps using monday apps framework! Among the many possibilities, this means that no matter what tool you use, with a little code, you can incorporate it into your monday.com workflow.

It offers the flexibility and customization your teams need to collaborate and communicate in whatever ways work best for them.

But don’t just take it from us.

The co-founder of fiverr said “monday.com helps fiverr maintain its DNA while rapidly growing by promoting transparency and collaboration between everyone in the team. It’s a great tool for companies who experience growth.”

How much does monday.com cost? Custom plans and features you’ll love.

monday.com doesn’t offer a free plan. But, since companies with project management practices save 28 times as much money as those that don’t, you could still come out ahead by investing in our software.

monday.com pricing depends on how many users you have, the features you need, and whether you want to pay monthly or annually.

Plans start as low as $24/month for 3 users and range in price based on the plan and team size. You can get an instant quote for any team of 40 users or less on our pricing page.

Check out our pricing page to play around with the different pricing options and find the price and solution that’s perfect for your team and budget.

Have more than 40 users? Send our sales team a message for a free quote.

Let’s take a look at our pricing in more detail:

What do you get with monday.com’s Basic plan? Unlimited boards, 20+ column types, and more.

The Basic plan is designed for small teams to successfully complete basic work.

Here’s what you get with this plan:

  • Unlimited boards
  • Unlimited free viewers (with read-only access)
  • Over 20 column types
  • Includes iOS and Android apps
  • 5 GB of file storage
  • Up to 1 week of activity log data, tracking all changes, and see who changed what and when
  • and more…

As you can see, the Basic plan has all the features you need to run your business collaboratively at a pared-down level. For a more advanced option, consider the Standard plan.

What do you get with monday.com’s Standard plan? Automations, Zoom integration and more.

The Standard plan offers everything in the basic plan plus the following options for a more sophisticated team:

  • An activity log of up to 6 months
  • 20 GB of file storage
  • Zoom integration
  • Workflow and marketing automation options of up to 250 actions/month
  • A timeline view to manage people and workloads visually
  • and more…

What do you get with monday.com’s Pro plan? Time tracking and more ways to visualize data

The Pro plan has everything included in the plans above, plus:

  • File storage of 1,000 GB
  • Visualize workload from a bird eye’s view
  • Time tracking on each task
  • Charts and graphs to visualize data
  • Google Authentication
  • Workflow and marketing automation of up to 250,000 actions per month.
  • and more…

Still not enough? Keep reading to learn about the Enterprise plan.

What do you get with monday.com’s Enterprise plan? In-depth training, enhanced security and more.

In addition to everything covered so far, the Enterprise plan offers:

  • 5 TB of file storage
  • 5 years of activity log
  • 50 boards per dashboard
  • HIPAA (Health Insurance Portability and Accountability Act) compliance
  • Custom fields option
  • In-depth onboarding training
  • and more…

If you’re seeking enterprise-grade project and workflow management then this plan is likely the right option for your team.

Not sure which plan is right for you? Check out monday.com pricing: Which plan is right for you?

Conclusion: which to go with?

Getting the right project management tool for you depends on your needs and budget.

If you want a more robust option, one of the more advanced plans for Insightly or monday.com is better, while smaller teams might benefit from a more basic option.

Either way, a project management software will save you greatly in costs and efficiency over time, helping your organization thrive under any circumstances.

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