Insycle's free trial gives you a comprehensive way to explore Insycle's data management capabilities while testing real use cases and workflows within your CRM environment. You can start your free trial here and begin exploring immediately.
Here's what you can expect from the 14-day trial and how to work within its parameters.
Insycle Free Trial Inclusions
| Core Feature Access |
|
| Usage Parameters |
|
Overview of Free Trial Limitations
The Insycle free trial is designed to help users explore its features for managing and optimizing CRM data, but there are certain limitations to be aware of:
- Record Limit: Users can only work with up to 500 records at a time for tasks such as merging, updating, or associating. This limit is fixed and cannot be increased during the trial.
-
Database Size Threshold: The free trial is available for databases containing up to 500,000 records. Databases exceeding this threshold are not eligible for the trial.
Addressing Record Limits
If you need to manage more than 500 records during the free trial, consider these strategies:
- Work with Smaller Chunks: Divide your data into segments of up to 500 records and process them separately. This method allows you to preview results or demonstrate the tool’s features while remaining within the trial's limitations.
- Share Insycle Templates: Provide templates directly to team members, enabling them to review potential outcomes within the Insycle platform.
-
Leverage Reports: Use the Data Health Assessment report to review summary statistics and identify issues without needing to analyze full datasets.
Alternatives for Larger Databases
For databases exceeding 500,000 records, the following alternatives can help you navigate trial limitations:
- Connect a Sandbox Environment: Use a sandbox database containing fewer than 500,000 records to sign up for the free trial. This allows you to test Insycle's features within an eligible setup.
- CRM Data Grader: Utilize this free tool to generate reports on common database issues for up to 1,000,000 records. It provides insights into the overall health of your CRM data without requiring a trial extension.
-
Book a Demo: Schedule a demo session with the Insycle team to discuss your specific use case and explore customized solutions for larger databases.
Paid Plans and Enterprise Solutions
If your requirements exceed the free trial's scope, Insycle offers paid options to manage larger datasets efficiently:
- Starter, Growth, and Professional Plans: These options provide unlimited users, operations, and usage of the selected features, and are generally ideal for small to mid-sized businesses.
- Enterprise Plan: This plan is tailored for organizations with databases exceeding 500,000 records. Enterprise offerings include personalized onboarding, guidance on product adoption and process planning, and data management best practices.
Insycle’s pricing is proportional to the number of records in connected databases. For details on how pricing works, refer to the Pricing and Costs article.
Additional Resources
Related Help Articles
- Pricing and Costs: Understanding Insycle Plans
- Frequently Asked Questions
- CRM Data Health Assessment
- Connecting HubSpot Sandbox Instance
- Connecting Salesforce Sandbox Instance
Other Resources