Plan Limits and Feature Availability

Features


Audit Logs 

With field history tracking, Enterprise users can review any changes that have been made to any record.


Plus


Professional


Enterprise


X


X




 


Custom Buttons

With field history tracking, Enterprise users can review any changes that have been made to any record.


Plus


Professional


Enterprise


X







 


Calculated Fields

Use calculated fields to concatenate data from separate fields, like first and last name; or to calculate dates, like order date plus five days.


Plus


Professional


Enterprise


X


X




 


Custom Objects

 Create your own objects to store data that's unique to your business.


Plus


Professional


Enterprise


X








 


Edit Dashboards

You can't edit or delete the Standard Dashboard Cards, but by subscribing to Insightly's advanced plans, you can build your own Dashboards and clone the Standard Dashboard Cards.


Plus


Professional


Enterprise


X







 


Dial Queues

Route callers to people in your organization who can help with a particular issue or question.


Plus


Professional


Enterprise


X


$


$

 


Email Scheduling

Automatically send emails to prospective customers at exactly the right time.


Plus


Professional


Enterprise










 


Field Level Security

Select which fields other users will have access to.


Plus


Professional


Enterprise


X


X




 


Field Dependencies

When you have two dropdown fields that relate to one another, you can configure the field selection of the first to determine which fields appear in the second.


Plus


Professional


Enterprise


X







 


Dynamic Layout Rules

Tailor business processes, field visibility, and required fields on the
fly from user input.


Plus


Professional


Enterprise


X


X




 


Validation Rules

Write formulas to verify that certain conditions are met before records are saved.


Plus


Professional


Enterprise


X


X




 


Page Layout Assignment

Assign each record’s Page Layout to profiles to control which users have access to certain data.


Plus


Professional


Enterprise


X







 


Products, Price Books, and Quotes

Select products, pricing, and deliver quotes from within Insightly CRM to accelerate sales processes, drive efficiency, and improve your customer’s experience.


Plus


Professional


Enterprise


X


X




 


Lambda Functions

Create and execute custom code within Insightly in any one of five languages when records are created or updated.


Plus


Professional


Enterprise


X


X




 

 
Lead Assignment Rule

Automatically route incoming Leads to the right reps based on your criteria.


Plus


Professional


Enterprise


X







 

 
Lead Management

Manage and track Leads and qualify prospects.


Plus


Professional


Enterprise










 

 
Advanced Permissions

Set granular roles and permissions for objects and data access for different users.


Plus


Professional


Enterprise


X







 


Insightly App Center Enabled


Plus


Professional


Enterprise


X


X




 

 
Report Scheduling

Schedule reports to run at any time and have the results emailed to the right people.


Plus


Professional


Enterprise










 

 
SAML

No need to type in credentials

No need to remember and renew passwords

No weak passwords


Plus


Professional


Enterprise


X


X




 

 
Schedule serverless lambda functions enablement

Create and execute custom code within Insightly in any one of five languages when records are created or updated


Plus


Professional


Enterprise


X


X




 

 
Standard Object Rename Enabled

Rename any standard object within Insightly.


Plus


Professional


Enterprise


X







 

 
Workflow Automation

Automate and orchestrate workflow tasks, sending emails, updating

records, executing custom code, firing webhooks, and much more.


Plus


Professional


Enterprise


X







 


Marketing: Prospect Grading

Grade Prospects on criteria such as location, company size, or job title to help your sales team determine if they are worth pursuing.


Plus


Professional


Enterprise


X







 


Marketing: Visits

Review a report of each individual Prospect's activity on your site, such as when their visit started and ended.


Plus


Professional


Enterprise


X







 


Email Multivariant

Send different versions of an Email to different groups of Prospects with the goal of understanding what draws their attention most effectively.


Plus


Professional


Enterprise


X







 


Marketing Prospect Scoring

Assign scores to Prospects based on their engagement with each of your products and services, cumulatively and individually.


Plus


Professional


Enterprise










 

Limits


API Limit Per Day


Plus


Professional


Enterprise


40000


60000


100000

 


Audit Log Retention Months


Plus


Professional


Enterprise



X




X




18


 


Custom Fields Per Custom Object Limit


Plus


Professional


Enterprise



X




100




500


 


Custom Objects Limit


Plus


Professional


Enterprise


X


25


200

 


Dashboard Card Limit


Plus


Professional


Enterprise


X


100


Unlimited

 


Email Limit Per Day


Plus


Professional


Enterprise


2,500


5,000


10,000

 


Email Templates


Plus


Professional


Enterprise


100


Unlimited


Unlimited

 


File Records Import


Plus


Professional


Enterprise


25,000


50,000


50,000

 


File Storage Limit


Plus


Professional


Enterprise


10GB


100GB


250GB

 


Lambda Function Limit


Plus


Professional


Enterprise


X


X


50

 


Domain Website Tracking Limit


Plus


Professional


Enterprise


X


3


20

 


Custom Fields Per Standard Object


Plus


Professional


Enterprise


50


100


200

 


Record Limit


Plus


Professional


Enterprise


100,000


250,000


Unlimited

 


Business Card Scanner Limits Per Month


Plus


Professional


Enterprise


15


25


50

 


Report Scheduling Limits


Plus


Professional


Enterprise


25


100


250

 


Marketing Prospect Scoring Modal


Plus


Professional


Enterprise


1


5


10

 


Marketing Grade Rule Criteria Limit Per Rule Per Profile


Plus


Professional


Enterprise


X


8


8

 


Marketing Email Monthly Limit  

For every 10,000 Prospects you've purchased for your account, you will be allotted 150,000 Emails to be sent per month.


10,000 Prospects

20,000 Prospects
30,000 Prospects

40,000 Prospects
50,000 Prospects


150,000 per month

300,000 per month
450,000 per month

600,000 per month
750,000 per month

 


Marketing Grade Rule Limit Per Profile


Plus


Professional


Enterprise


X


10


10

 


Marketing Journey Max Step Limit


Plus


Professional


Enterprise


300


300


300

 


Marketing Journey Running Repeat Limit


Plus


Professional


Enterprise


10


10


10

 


Marketing Landing Page Limit


Plus


Professional


Enterprise


100,000


100,000


100,000

 


Marketing Landing Page Template Limit


Plus


Professional


Enterprise


100,000


100,000


100,000

 


Page Layout Rules Action Limit


Plus


Professional


Enterprise



X




X




8


 


Page Layout Rules Condition Limit Per Rule


Plus


Professional


Enterprise


X


X


8

 

Workflow Process Limit


Plus


Professional


Enterprise


X


50


50

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