Size Limits

1. Are there any Size Limits? 

2.Can we always continue to upgrade and expand plans as we get bigger?

3. What problems do large organizations have?

4.Is there a list of best practices for size and contact limits?

 

 

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Comments

4 comments
  • Hi Lisa, happy to help.

    We have a couple different limits set up, for example file size, records etc. What limit are you referring to? You can also make changes to your plan as needed.

    Insightly is great for all organization sizes and is used differently by each one. If you have specific concerns you can share, our Community would be happy to help.

    This article gives more information on ways to reduce your storage use -  Insightly Storage Limits.

     

     

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  • Hi Lisa,

    In addition to the info above, the pricing page gives a good overview of the plans available and what features and capacity each offers;

    https://www.insightly.com/Pricing/

     

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  • Lisa
    I have to share that the adoption rate for my clients has been almost 100%. I have never seen a piece of software so easily grasped and so well used by users in my entire career. I've deployed massive CRMs for users worldwide and nothing has the usefulness and adoption rate of insightly. It's extremely intuitive and robust. Salesforce has proven the scale issue. Insightly has that plus it fits my motto of "the best software is the one you actually use." I'd be happy to discuss further. You may book a free consultation with me directly at http://74systems.com/consultation.

    Eric Greenspan
    Chief Clever Officer
    74Systems.com

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  • Hi Lisa,

    I second what Eric is stating, "the best software is the one you actually use." Meaning size limits "may typically" be down at the bottom of your "CRM Needs List" when it comes to most CRM implementations compared to user friendliness. However, there are times when we want to steer prospective customers away from Insightly. For example, we had a graphic design business looking to use Insightly to perform +6,000 tasks per day which would max them out on the Enterprise Plan (500,000 max record limit) within 100 days. As it is we had to deny them service and recommend another solution. 

    With the right business process design, 3rd party integration(s), and database cleaning utilities/routines, Insightly CRM can be and has been successfully implemented to manage "large" organizations with over 50 users.

    If you have any questions or concerns, please let us know. 

    Thank you,

    Micah Feldkamp

    P.S. The links Lyla shared will come in handy when helping us identify 3rd party storage systems for Insightly and database cleaning utilities/routines.

     

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