Yes, totally free – no catches. You don’t even need a credit card to install and use Insightly, and it’s not a trial so you can use it for as long as you like. We even give you free online self-service support too, so it’s perfect for small businesses. No, you have the option of paying monthly or annually. If you pay monthly your credit card will be billed each month. If you pay annually your credit card will be charged every 12 months.
Official response from Insightly CRM
Joined April 2015
Responded over 2 years ago
No. You can cancel your account at any time and we do not charge any set up fees.
Insightly provides customer relationship management software for small and midsize businesses across a range of industries such as manufacturing, consulting, health & wellness, media and others. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users.
With Insightly, all your critical sales and business info - leads, contacts, emails, events, quotes, projects, tasks, sales opportunities, and biz reports - are organized and available on your devices. In February 2019, we introduced Products, Price books, and Quotes (PPQ) in the platform to empower our customers' field teams to generate consistent quotes more quickly for their opportunities. The result is that all your teammates have the most current customer info at their fingertips which results in improved visibility, customer service and sales.
Insightly recognizes that every business is different - so our custom objects and apps enable our customers to tailor their instance to map their business workflows, functions (e.g. rep vs. support) and processes ensuring high adoption and satisfaction.
Integrations too are key to CRM user adoption so Insightly offers a variety of featured integrations across email, document management, accounting, and messaging platforms.
CRM Integrations include:
G-Suite & Google Apps
Google Docs, Sheets, Slides
Facebook Lead Ads
Insightly’s CRM mobile app, for both iPhone & Android devices, helps field reps manage their customer relationships on the go. They can easily access key customer info - lead, contact, quote, organization, opportunity data - to stay up to date and scan business cards or add audio notes while away from the office.