Insightly is one of the most popular cloud CRM solution, created explicitly for home and small businesses. With it's limited free plan for two users, and its paid plans start at $35/user/mo. However, Insightly lacks several essential CRM features, like built-in email marketing or telephony. Importantly, even paid version of Insightly comes with a limit on how many records you can keep in your CRM (100,000) and how many custom fields you can add (50). Apptivo is 100% free for up to 3 users and doesn't have any of these limitations. Please see feature comparison table to decide if Apptivo is the Insightly alternative you've been looking for.

Plan Name

Premium
Ultimate
Professional
Number of Users
Per User
Per User
Per User
Monthly pricing (Billed Monthly)
$10
$25
$59
Monthly pricing (Billed Annually)
$8
$20
$49
Platform
Cloud
Cloud
Cloud

SALES AUTOMATION

Lead list management
 
 
 
Contact management
 
 
 
Contact sharing
Unlimited
Unlimited
_
Product catalog
 
 
_
Deal/Opportunity management
 
 
 
Tasks, appointments and notes
 
 
_
Filters
 
 
 
Custom views
 
 
_
Clone records
 
 
_
Adding and sharing files
 
 
_
Notifications
 
 
_
Custom fields
Unlimited
Unlimited
100
Workflows
 
 
 
Multiple sales pipeline
 
 
_

MARKETING

Included Mass emails (Emails/User/Month)
1,000
3,000
5,000
Additional 5,000 emails
$10
$10
_
Campaigns management
 
 
_
Marketing automation
 
 
 
2-way email sync
 
 
 
Email integration via IMAP
 
 
 
Email templates
 
 
 
Email tracking
 
 
 
Email scheduling
 
 
 
Web-to-lead capture
 
 
 
Referal tracking
 
 
 

BUSINESS MANAGEMENT

Project Management
 
 
 
Invoicing
 
 
_
Estimates/Proposal
 
 
_
Help Desk/Cases
 
 
_
Field Services/Work Orders
 
 
_
Procurement/Purchase Orders
 
 
_

DATA MANAGEMENT

File storage/user
3GB
10GB
100GB
Data import (batch/day)
Unlimited
Unlimited
50
Data export
 
 
 
Custom branding
 
 
 
Data backup
 
 
 
Migration from other CRMs
 
 
_

SECURITY

Territory management
_
 
 
Field-based security
 
 
 
Role-based security
 
 
 

ANALYTICS

Standard reports
 
 
 
Custom reports
 
 
 
Schedule reports
Unlimited
Unlimited
100
Reports dashboard
_
 
 

DIRECT INTEGRATIONS

2,000 Calls/User/Day
20,000 Calls/User/Day
 
 
 
_
 
 
_
 
 
_
 
 
_
 
 
 
 
 
_
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
_
 
 
_
 
 
_
 
 
_
 
 
_
 
 
_
 
 
_

STANDALONE APPS

iOS
 
 
 
Android
 
 
 
Windows
 
 
_
MacOS
 
 
_

PREMIUM SUPPORT

Email support - 24/7
 
 
_
Phone support - 24/7
 
 
_
Live chat support - 24/7
 
 
 

TRAINING

Onsite
 
 
_
Remote
 
 
 
Webinars
 
 
 
How-To videos
 
 
 
Knowledge base
 
 
_

All registered trade marks, company names and brand names used on this website are the property of their respective owners. Data on features are taken directly from related web sites and marketing materials as of Nov, 2017. Information and features are subject to change. To report corrections, please contact us via email at info@apptivo.com

Not sure which plan is right for you?

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