About Insycle’s Free Trial

Use this article to understand what's included in Insycle's 14-day free trial, its record and database size limits, and how to work within those limits — or access options if your database exceeds them.

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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. 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
  • Process up to 500 records total across all data operations during the trial
  • Available for databases containing up to 500,000 total records
  • Access to summary statistics and duplicate identification through reports

Collaborating During Your Trial

Since the trial supports unlimited users, you can share templates with teammates so they can review configurations and results together before committing to a plan. See Templates for how sharing works, and Manage Users, Roles, and Permissions for inviting teammates and setting access levels.
 

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: The free trial's 500-record allowance is counted by total records processed across all operations combined — such as merging, updating, or associating. Running more than one operation on the same records adds to the total each time; re-processing the same 100 records across five operations uses 500 of your allowance, not 100. Once the total reaches 500, further operations are blocked. 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.
     

Working Within the Record Limit

Here are strategies for getting the most out of your trial while staying within the 500 processed record allowance.

  1. Work with Smaller Chunks: Run each template on a small, deliberate batch of records. This lets you preview results and evaluate the tool's features without using up your 500-record allowance on a single large operation.
  2. Leverage Reports: Use the Data Health Assessment report to review summary statistics and identify issues without analyzing full datasets.
     

Alternatives for Larger Databases

For databases exceeding 500,000 records, the following alternatives can help you navigate trial limitations:

  1. Connect a Sandbox Environment: Use a sandbox database containing up to 500 records to sign up for and experiment with the free trial.
  2. CRM Data Grader (currently available for HubSpot): 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.
  3. 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 scales with the number of records in connected databases. For details on how pricing works, refer to the Pricing and Costs article.
 

Additional Resources

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