Plan Information

THE PLANS

BASIC

STANDARD

ENTERPRISE

 
CRM Users
GET STARTED

UP TO 5

GET STARTED

6 TO 100

GET STARTED

Unlimited

FEATURES

Dozens of Pre-built Interactive Reports
Nightly Emails
Activity Workflows 1 1-2 Unlimited
Downstream Activity Attribution
Goal Tracking
Financial Forecasting
Custom Field Filtering
Email Scheduled Reports
Big-Screen Display
Multi Currency

SUPPORT

Contact Email Phone Dedicated Rep
Team Webinars
Monthly Check-ins
Customized Regional Emails None Up to 10 Unlimited

ADD-ON CONNECTORS

FINANCIAL DATAex Quickbooks

Additional Fee

WEB DATAex Google Analytics

Additional Fee

TELEPHONY DATAex Shoretel Sky

Additional Fee

Interested In Learning More?Get a Free TrialorBrowse Our Features

What are “CRM Users”?

CRM Users are people generating data in your source system, e.g. people on your sales or services teams. More users means more data and thus more processing required for analytics.

Will InsightSquared work for our data?

We currently connect to a broad range of CRM systems such as Salesforce.com* as well as industry-specific CRMs like Bullhorn.

CONTACT US for more information about current and upcoming connectors.

*Salesforce.com customers must have Web Services API access. Contact us or your Salesforce representative for more information.

What are Add-On Connectors?

Customers may “join” their CRM data together with financial data from Quickbooks, usage data from Google Analytics, callcenter data from M5, and many other data sources.

InsightSquared matches entities between sources so that you can see sales-reported numbers for “Acme Corp.” next to actual revenue from “Acme Corporation”.

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