Insightly In-depth Pricing Details

• Lead management

• Automated, customized emails

• Email templates

• Web-to-lead capture

• Kanban view

• Native Marketing and Service integration

• Real-time connector to Marketing

• Contact and organization management

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• Includes features of Plus plan, plus

• Lead assignment and routing

• Schedule outbound emails

• Custom queues

• Customizable, real-time insight cards: 100

• Role-based permissions: Unlimited

• Configurable profiles/page layouts: Unlimited

• Custom page layouts

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• Includes features of Professional plan, plus

• Customizable real-time insight cards: Unlimited

• Custom fields: 200

• Comprehensive audit logging

• Field-based permissions

• Calculated fields

• Products, pricebooks, and quotes

• Custom validation rules

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• Marketing prospects included: 2000

• Monthly email send volume: 5x prospects purchased

• Email marketing automation

• Journey builder

• Email health reporting

• Dynamic list segmentation

• Hosted files

• Hosted forms: 10

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