How to Get a Record Count to Calculate the Cost of an Insycle Subscription
Insycle plans are based on the total number of records in your database. To estimate your subscription cost without connecting your database to Insycle, you can manually count these records in your CRM. You can look up the total number of contacts, companies, deals/opportunities (and leads in Salesforce).
Estimate Plan Cost
Once you have a total number of records from your CRM, visit the Insycle Pricing page and adjust the slider to match your record count for an estimate.
Calculate the Number of Records in HubSpot
To accurately determine the number of contacts, companies, and deals in HubSpot, follow these steps.
- Open the HubSpot dashboard.
- In the main navigation, click CRM.
- Select Contacts, Companies, or Deals.
- At the top of the page, you'll see the total count for that record type.
- Ensure that all filters are cleared to see the accurate total.
- Repeat these steps for each object type and add the totals.
Calculate the Number of Records in Salesforce
Follow these steps to find the number of accounts, contacts, leads, and opportunities in Salesforce.
- Open to the Salesforce dashboard.
- Click on Accounts, Contacts, Leads, or Opportunities in the main navigation. If you don't see a record type at the top, click the App Launcher and search.
- Change the List View to All records if not already selected.
- Click the Show charts button in the toolbar above the table.
- View the total count for this record type.
- Repeat these steps for each object type and add the totals.
Note: It is possible that the visible record count may differ from the total records due to sharing rules or permissions in your CRM.
Additional Resources
Related Help Articles
- Pricing and Costs: Understanding Insycle Plans
- Ways to Save On Your Insycle Subscription
- Cancel Plan, Review Invoices, Billing Information
Other Resources