Insightly Free Trial (2024) — Get 14 Days Offer
When considering a new CRM tool, one of the first questions you might have is whether it offers a free trial. So, Insightly offers a 14-day free trial without any commitment.
Whether you have a small business or a large enterprise, Insightly provides access to features such as project management, sales automation, and comprehensive customer relationship tools.
Read this article till the end to know how you can access Insightly free trial, its features, benefits, and many more.
Insightly Free Trial 2024: Availability
Here’s a quick overview of Insightly free trial:
| Insightly Free Trial | Details |
|---|---|
| Free Trial | 14 days |
| Credit card requirement | No |
| Autopay after trial | No |
| Best for | The free trial is available for all users |
The Insightly free trial offers 14 days of access without requiring a credit card or automatic payment setup.
It’s available to all users and provides an opportunity to explore Insightly’s CRM features without any initial commitment. This trial is especially beneficial for anyone looking to evaluate the platform’s capabilities before making a purchase decision.
Steps For Claiming The Insightly Free Trial In 2024
Follow these simple steps to get access to your Insightly free trial:
Step 1: Visit the official Insightly website.
Step 2: Click on the “Try CRM Free button”
Step 3: Enter your email address to create your account or you can sign up using your Google or Microsoft account.
Step 4: Next, verify your email address by clicking on the verification link.
Step 5: After verification, enter your full name and password.
Step 6: Click the “Sign Up” button. Complete the reCAPTCHA verification by checking the checkbox. Then click the “Sign Up” button again to finalize your registration.
Features Included With The Insightly Free Trial
Here are some limitations you’ll get with your free trial:
- Native integrations with applications like QuickBooks Online, PandaDoc, and Xero
- Customizable page layouts
- 2 custom fields per record type
- 5 email templates
- Ability to send up to 10 mass emails per day
- Up to 2 users
- 10 emails per day
Limitations Of Insightly Free Trial
Here are some limitations of the free trial you should be aware of:
- Limited user accounts
- Restricted storage capacity
- Reduced number of custom fields
- Limited integrations with other tools
- Absence of advanced features like workflow automation
- Restricted access to premium support
Making The Most Of Your Free Trial
Here are some tips for you to make the most of your free trial:
- Stay Organized: Use Insightly to manage contacts, tasks, and projects efficiently.
- Learn from Resources: Explore Insightly’s online help center for articles and videos.
- Collaborate: Invite a colleague to explore the trial together.
Insightly Pricing & Plans 2024
Insightly offers three plans: Here’s a quick overview of each plan:
| Pricing | Plans |
|---|---|
| Plus | $29/month |
| Professional | $49/ month |
| Enterprise | $99/ month |
Best for:
- Plus Plan: Ideal for growing businesses at $29/user/month.
- Professional Plan: Advanced features for teams at $49/user/month.
- Enterprise Plan: Comprehensive solution for large companies at $99/user/month.
Refund Policy: Insightly does not offer refunds, so choose your plan wisely.
Insightly doesn’t currently offer specific coupon codes or discount vouchers, they do provide bundled pricing for new customers. By opting for Insightly All-in-One, you can save up to 30% on the cost of Insightly CRM, Marketing, Service, and AppConnect. Keep in mind that this discount applies when you choose an annual plan.
Conclusion: Insightly Offers A Free Trial Of 14 Days
Insightly provides a 14-day free trial for you to explore its features and benefits. Whether you’re a small business or a large enterprise, taking advantage of this trial can help you make an informed decision.
This trial provides a risk-free opportunity to experience Insightly’s interface, powerful CRM capabilities, and insightful analytics. Don’t miss out—sign up for the free trial today.
FAQs
Can I integrate other tools or apps with the Free CRM plan?
The Free plan supports basic integrations. For advanced integrations, consider upgrading to a paid plan.
Can I customize the Free CRM plan to suit my business needs?
While customization options are limited in the free plan, you can still personalize fields and layouts.
Will I lose any data or settings if I choose not to continue after the free trial?
Your data and settings will be preserved even if you decide not to continue with a paid plan after the trial period.
Are there any hidden fees associated with the free trial?
There are no hidden fees during the free trial. It’s truly risk-free.
What’s included in the Insightly Free CRM plan?
The Insightly Free CRM plan includes basic features such as contact management, task tracking, and project organization. It’s suitable for small teams.
Is CRM software only for large businesses?
CRM software like Insightly is designed for businesses of all sizes, offering scalable solutions to manage customer relationships efficiently.
