Pricing and Costs: Understanding Insycle Plans

Insycle's plans are structured to grow with your business, from basic data management needs to comprehensive enterprise solutions.

* Data Integrity includes Blueprints, Data Logic, and Observability, enabled by default on every plan at no additional cost.
** For dedicated support options on non-Enterprise plans, please contact us via the chat button at the bottom of every page or email support@insycle.com.

Plan Upgrades and Flexibility

Insycle lets you start with any plan and upgrade as your requirements evolve. For example:

• You can begin with the Starter plan to explore one module that serves an essential need, such as merging duplicates, and upgrade to the Growth or Professional plan for additional features as your needs expand.
• You can add the Associate app or Assign app to your plan at any time.
• Insycle supports both monthly and yearly subscription models:
  • With the monthly model, you enjoy a truly month-by-month option with no long-term commitment, and cancellations are hassle-free with no extra fees.
  • With the annual plan, you save 20% when you pay annually.
• Pricing adapts as your database grows or shrinks.

Data Integrity is included on every plan at no additional cost, with all components enabled by default:

• Blueprints: Tables that define your mapping and standardization logic, such as canonical values, territory assignments, and scoring criteria.
• Data Logic: Applies your Blueprints to your CRM records, matching and updating them according to that logic.
• Observability: Tracks Blueprint coverage and drift across your governed records.

The image above shows the Data Integrity Overview page for a demo HubSpot account, displaying four headline metrics, with the Data Integrity section of the left navigation expanded.

Modules

Insycle's modules are data maintenance tools; some have a single primary task (Merge Duplicates), while others have dozens of potential use cases (Transform Data). Insycle offers ten different modules. The number of modules you can access depends on your Insycle plan. Choose one with the Starter plan, two with the Growth plan, or access all of them with the Professional plan. 

• Merge Duplicates: Identify and merge duplicate data in flexible ways.
• Transform Data: Extract, transform, and load (ETL) operations, including formatting, extracting, copying, moving, combining, and automating data.
• Magical Import: Deduplicate, cleanse, standardize CSV data, and create relationships during database import.
• Bulk Operations: Declutter, purge low-quality data, and update data in bulk.
• Cleanse Data: Explore value variations in specific fields and review records individually.
• Group & Update: Analyze field values, segment data, generate reports, and bulk update segments.
• Grid Edit: Filter and edit data flexibly to make corrections quickly.
• Data Validation: Identify missing critical data for one-time or scheduled enrichment.

Add-on RevOps Apps

Insycle's RevOps apps automate critical business processes. You can add one or both to any plan. An extra fee applies to each, regardless of the plan you choose. See per-record add-on rates by plan in How Pricing Works below.

• Associate: Establish relationships between contacts, companies, deals, custom objects, and other objects in bulk.
• Assign: Customize item assignment to ensure relevant team members respond promptly.

Learn more about Insycle's modules and apps.

The image above shows Insycle's left navigation panel, with the Data Management section expanded listing its eight modules — Merge Duplicates, Transform Data, Magical Import, Bulk Operations, Cleanse Data, Group & Update, Grid Edit, and Data Validation. Below that, the RevOps Acceleration section is expanded to show the Assign and Associate apps. A partial view of the Welcome page is visible on the right, showing a Data Integrity summary.

Use this comparison to identify the plan that best fits your organization's size, data complexity, and specific CRM management needs.

Need help choosing? Contact our support team for personalized guidance on your specific CRM data challenges via the chat at the bottom of every page or by emailing support@insycle.com.

Databases exceeding 500,000 records require the Enterprise plan, available on an annual basis only (no monthly option). Please contact us to discuss options for your database size. You can reach our support team via chat at the bottom of every page or by emailing support@insycle.com.

Insycle's pricing model is based on the number of records you sync, with costs automatically calculated and adjusted to match your actual usage.

• Plan costs vary depending on the number of CRM records you sync with Insycle, your selected plan, and additional apps. Prorated charges will apply if you upgrade a plan mid-term.
• The cost is automatically calculated and updated at renewal.
• Both annual and monthly billing plans are available. Pricing is based on a per-1,000-records rate. The prices below reflect annual billing, which includes a 20% discount:
  • The Starter plan is $1 per 1,000 records
  • The Growth plan is $1.50 per 1,000 records
  • The Professional plan is $ 2 per 1,000 records
  • The Enterprise plan uses custom pricing; please contact us to discuss options via chat at the bottom of every page or by emailing support@insycle.com
• Add-on RevOps Acceleration Apps (Assign, Associate) are priced per 1,000 records as well, by plan:
  • Starter: $1 per 1,000 records per app
  • Growth: $0.75 per 1,000 records per app
  • Professional: $0.50 per 1,000 records per app
  • Enterprise: Custom
• All prices are listed in US Dollars.
• All plans include unlimited operations, users, and usage.

You can see your exact count of records being synced with Insycle in Settings > Sync Status under the Total Insycle column. If you haven't connected your CRM to Insycle yet, you can manually look up your record count before estimating cost. See Calculate the Number of Records in HubSpot or Salesforce.

The image above shows Insycle's Settings > Sync Status page, listing two connected accounts — a Salesforce account on the Business plan and a HubSpot account on the Enterprise plan — with the Total Insycle column outlined to highlight where the total record count used for billing appears, alongside Total App and a per-object-type Breakdown column.

To estimate costs as a new Insycle customer, first calculate the number of records in your HubSpot or Salesforce database, then visit the Pricing page.

Use the slider at the top to select the number of records in your database. Click the Monthly | Annually payment toggle above the slider to see how the 20% annual-billing discount affects your cost. 

The image above shows the CRM database record count slider on the Pricing page, set to 200,000 records, with the Monthly | Annually payment toggle set to Annually.

Estimated prices for the Starter, Growth, and Professional plans update as you move the slider.

The image above shows the estimated monthly cost for the Starter, Growth, and Professional plans based on a selected record count of 200,000, with a base price and add-ons price listed separately for each plan, along with a Free 14-Day Trial button.

To see how adding the Associate app or Assign app impacts the cost, check the value under Optional Add-Ons for the relevant plan. This value will be added to the estimated plan price above.

The image above shows the Optional Add-Ons section of the pricing estimate, with selectable cards for the Assign and Associate RevOps Acceleration Apps, a note on per-app add-on pricing by plan, and a Certified Partner Onboarding option.

Insycle's ROI Calculator estimates the potential time and cost savings from using Insycle, based on the size and condition of your CRM database. It's a useful way to understand the value Insycle could deliver relative to your plan cost.

The calculator includes three input panels, each with adjustable sliders that update the results in real time:

• Data Profile — Set your total CRM record count, estimated duplicate rate, percentage of records needing maintenance, and monthly data change rate.
• Time & Cost — Enter the size of your data management team, their average hourly rate, and the average time spent fixing a single record manually.
• Assumptions — Adjust factors such as the percentage of manual work that Insycle would automate, your sales and marketing spend per record, and your estimated Insycle plan cost.

As you adjust the sliders, the calculator updates estimates for hours saved, labor savings, sales and marketing impact, and total ROI — both for an initial cleanup and on an ongoing annual basis.

To try it, visit the ROI Calculator page. When you're done, click Download ROI Report (PDF) to save a summary of your inputs and estimated results.

The image above shows the full ROI Calculator page, including the Data Profile tab with sliders for Total CRM Records, Duplicate Rate, Records Needing Maintenance, and Monthly Data Change Rate, alongside calculated results for Initial Cleanup and Ongoing Maintenance savings, Professional Plan cost, Year 1 Total Savings, and a Download ROI Report (PDF) button.

To see how Insycle plan changes would affect pricing:

1. Log in to Insycle and go to Settings > Billing. Note your current Plan Details, then click Change Plan.

   

   The image above shows the Settings > Billing page for a demo Insycle account on the Professional plan, with the Plan Details panel listing Status, Plan, Data Management, RevOps Acceleration, Next Billing, Company, Contact, Email, and Subscription ID, and an arrow pointing to the Change Plan button among the Cancel Plan, Change Plan, and Contact Us buttons at the bottom.

2. In the Change your Insycle plan popup, choose your desired Plan, then click Next to select your Modules. 
3. On the Integrity tab, review the Data Integrity components (Blueprints, Data Logic, and Observability) included at no additional cost, then click Next to reach Add-Ons (Associate or Assign Apps). 
4. Review the updated total annual and monthly costs. Use the Annual payment toggle to see how the 20% discount for yearly billing impacts your cost. 
5. To proceed with the changes to your plan or if you have questions, contact our support team through the chat at the bottom of each page or email support@insycle.com.

The image above shows the Checkout step (step 5 of 5) of the Change Plan flow, with a Growth Plan summary listing Data Management (Merge Duplicates, Magical Import), Data Integrity (Blueprints, Data Logic, Observability), RevOps (Associate), Records (up to 25,000), and Cost ($56/month, or $675/year with the 20% annual discount and Annually toggle enabled).

Each entry in your CRM that you are syncing with Insycle counts as a record. You can review your record count in Insycle under Settings > Sync Status. If you haven't connected your CRM yet, see Calculate the Number of Records in HubSpot or Salesforce to get a manual count before estimating your plan cost.

The record types included in the count vary by platform:

For each CRM platform synced with Insycle, these metrics about the last sync are displayed on the Sync Status page: 

• Total Insycle - Reflects the total number of records in Insycle
• Total App - The total number of records in your connected app (CRM)
• Breakdown - Details the quantity of each record type included in the totals, indicating how many records are synced in both Insycle and the connected app

The image above shows the Total Insycle, Total App, and Breakdown: Insycle/App columns from the Sync Status page for two connected accounts, listing per-object-type record counts — the first showing Salesforce object types (Accounts, Campaign Members, Contacts, Leads, Opportunities, and others) totaling 6,609 records, and the second showing HubSpot and custom object types (Companies, Contacts, Deals, Tickets, and others) totaling 3,148 records.

Pricing is dynamic and updates based on the number of records you synchronize with Insycle.

Monthly and annual plan renewals:

Your plan cost is automatically calculated and updated based on the number of records in your database at renewal time. The renewal price may increase if you add records or decrease if you remove unnecessary ones.

Record count changes during the yearly subscription: 

Any additional records added beyond the current count are billed automatically on a prorated basis each quarter during your subscription.

For more information, please consult Section 3. Fees in our Customer Terms of Service. 

• Insycle offers a 20% discount on the Starter, Growth, and Professional plans when you pay annually.
• A 20% discount is available for non-profit organizations. For details, contact our sales team or customer support via the chat at the bottom of every page, or email support@insycle.com.

1. Log in to Insycle at https://www.insycle.com/login/

2. If your free trial has expired, click the Start Plan button under the Trial Expired heading.

   

   The image above shows the red banner displayed when a trial has expired, with text noting that data shown may not be up-to-date, alongside a Start Plan button.

3. Or, go to Settings > Billing and click the Buy Plan button.

   

   The image above shows the Settings navigation with Billing selected, and an arrow pointing to the Buy Plan button next to the disabled Change Plan and Contact Us buttons on the Billing page, with the Email and Subscription ID (N/A) fields visible above.

4. In the Purchase your Insycle plan! popup, on the Plans tab, review the calculated number of records by hovering over the Records info icon.

   

   The image above shows the Plans step (step 1 of 5) of the Purchase Plan popup, with columns for One, Two, and All modules showing per-1,000-records pricing and record limits, and an arrow pointing to the Records info icon, which displays a tooltip breaking down the calculated record count for the connected HubSpot account.

5. Select the Plan that best suits your organization. 
6. Save 20% on your subscription by paying annually. Toggle this option off for monthly pricing.

7. When ready, click Next.

   

   The image above shows the Plans step (step 1 of 5) of the Purchase Plan popup, with the Growth plan selected, the plan comparison table showing Modules Included, Per 1,000 Records pricing, Records, and Cost for the Starter, Growth, and Professional plans, the Annually billing toggle enabled with Save 20% noted, and a Next button. 

8. On the Modules tab, select the needed Module(s), then click Next:

   • Select one with the Starter plan.
   • Select two with the Growth plan.
   • The Professional plan includes all modules.

   

   The image above shows the Modules step (step 2 of 5) of the Purchase Plan popup for the Growth plan, with Merge Duplicates and Magical Import selected from the eight available Data Management Suite modules.

9. On the Integrity tab, review the Data Integrity components included with your plan: Blueprints, Data Logic, and Observability. These are enabled by default on every plan at no additional cost. Click Next. 

   

   The image above shows the Integrity step (step 3 of 5) of the Purchase Plan popup for the Growth plan, confirming that Blueprints, Data Logic, and Observability are all included and checked by default.

10. On the Add-Ons tab, optionally add the Associate app and/or Assign app, then click Next.

    

    The image above shows the Add-Ons step (step 4 of 5) of the Purchase Plan popup, with the Associate app selected at +$19/month and the Assign app available but unchecked.

11. Review the options on the Checkout tab, then complete the purchase via the Checkout button.

    

    The image above shows the Checkout step (step 5 of 5) of the Purchase Plan popup for the Growth plan, with the Growth Plan Summary listing Data Management, Data Integrity, RevOps, Records, and Cost, and an arrow pointing to the Checkout button.

12. You will be taken to our third-party billing site, Chargebee (https://insycle.chargebeeportal.com), to complete your transaction.

    

    The image above shows the Chargebee order summary for a Growth (Annual) plan with the Associate RevOps Acceleration add-on, totaling $675.00, with a Proceed to Checkout button.

Walk Through the Steps in Detail

Yes, we offer a 14-day free trial for the Starter, Growth, and Professional plans. No credit card is required to start your trial, giving you risk-free access to explore our features. The free trial includes Data Integrity, all Modules from the Data Management Suite, and all Apps from RevOps Acceleration. During the trial, you can merge, associate, cleanse, and update up to 500 records for free.

Yes, Insycle offers flexible month-to-month Starter, Growth, and Professional plans that support databases with up to 500,000 records. We offer a 20% discount on the Starter, Growth, and Professional plans with an annual subscription.

For larger databases with more than 500,000 records, we offer an Enterprise plan available only on an annual basis.

Yes. You can look up the estimated cost of adding the Associate app to your plan.

If you are a current subscriber:

• Navigate to Settings > Billing. Note your current Plan Details. 
• Click Change Plan. The number of records you are currently syncing with Insycle will be calculated.
• In the popup, select the Plan, click Next, then select the Modules.
• On the Add-ons page, you can see how much adding the Associate app will cost each month. Select the Associate app checkbox, then click Next.
• The total annual cost and monthly cost, including the Associate app, will be displayed.
• If you'd like to proceed with this change to your subscription, or if you have any further questions, click the Contact Us button, and a member of our team will assist you.

If you are a new subscriber:

Use the slider at the top of the Pricing page to select the number of records in your database.

Click the Monthly | Annual payment toggle below the slider to see how the 20% annual discount affects your cost.

The image above shows the CRM database record count slider on the Pricing page, set to 200,000 records, with the Monthly | Annually payment toggle set to Annually.

Estimated prices for the Starter, Growth, and Professional plans update based on the slider.

To see how adding the Associate app or Assign app impacts the cost, check the value under RevOps Acceleration Apps for the relevant plan. This value is in addition to the estimated plan price. As you adjust the slider or payment toggle, this value will update as well.

The image above shows the Optional Add-Ons section of the pricing estimate, with selectable cards for the Assign and Associate RevOps Acceleration Apps, a note on per-app add-on pricing by plan, and a Certified Partner Onboarding option.

To add the Associate or Assign app to your existing Insycle subscription:

1. Navigate to Settings > Billing and click the Change Plan button.
2. In the popup, select the Plan, and on the next page, select the Modules.

3. On the Add-Ons step, select the checkbox for the Associate or Assign app. The value reflects the app's monthly cost, based on the number of records currently in Insycle.

   

   The image above shows the Add-Ons step (step 4 of 5) of the Purchase Plan popup, with the Associate app selected at +$19/month and the Assign app available but unchecked.

4. The Checkout page shows the total annual and monthly costs, including the Associate app.
5. To proceed with this change, click the Contact Us button, and a team member will activate the add-on for your account and update your billing.

  Associate app activation matches your current subscription period. For example, users on annual plans cannot activate the app for just one month; the add-on covers the entire remaining duration of their subscription. Activation length depends on your subscription type, so you can’t activate the add-on for periods shorter than your plan's renewal cycle. 

Insycle includes unlimited users on every plan — there is no cap on how many team members you can invite to your account. Insycle's pricing is based on the number of CRM records you sync, not on the number of users you invite.

Any team members who have access to your CRM can be invited to Insycle at no charge. Each subscription covers the entire account or connected database, meaning users across your team, including vendors or external partners, can access and contribute to data management as necessary.

In addition, Insycle enables administrators to manage user permissions to ensure data security and access control.

Learn how to add users and team members to Insycle.

Learn about user roles and permissions.

The number of modules included depends on your Insycle plan: the Starter plan includes one module from the Data Management Suite, and the Growth plan includes two. The Professional and Enterprise plans include access to all modules.

You can also add the Associate or Assign app to any plan.

All plans also include access to the following Advanced Features:

• Data Integrity (Blueprints, Data Logic, and Observability) – Included on every plan at no additional cost. Define mapping and standardization logic in a Blueprint, then apply it across your CRM records to keep them continuously governed.
• Audit Trail and History – Access and download all activity changes from one place at any time.
• Process Automation – Integrate with HubSpot Workflows or Salesforce Flows to resolve formatting and duplicate issues immediately upon entry and before sending a welcome email.

RevOps Acceleration Apps are not included in any Insycle plan by default — Insycle currently offers two RevOps Acceleration Apps, Assign and Associate, both available as optional, paid add-ons to any plan. Designed for RevOps teams, they focus on business objectives beyond basic data management, and each can be evaluated with a free trial.

• The Assign app lets teams route and assign leads to sales representatives (or tickets to support team members) while considering each representative's current workload, availability, holidays, working hours, and more.
• The Associate app enables you to automatically establish relationships between records based on matching rules. You can create hierarchical connections, such as parent-child relationships, and copy data between the linked records.

Insycle doesn't sell the Assign or Associate app as a stand-alone purchase, but you can get equivalent access at the lowest available cost: select the Starter plan (which includes any one Data Management module), then add the Assign app or Associate app as an add-on during checkout.

If you prefer not to select a Data Management module, but can't skip past the Modules step— step 2 of the plan purchase flow — without choosing a module, contact support. A team member will manually configure your account with only the selected app. You can reach support directly via the live chat available at the bottom of every page in the app, or email support@insycle.com.

The immediate charge doesn't match the listed monthly price because Insycle prorates the cost of any feature you add mid-cycle — it only charges for the remaining time left in your current subscription period (monthly or yearly), not a full new period.

For example, on a monthly Starter plan, adding the Associate app mid-month doesn't trigger a full month's charge. Instead, Insycle charges a prorated amount for the remaining days in the current billing cycle, then bills the full add-on amount starting on the next renewal date.

If you see the error "An error occurred while processing your request" while trying to complete payment through Chargebee, Insycle's third-party billing partner, try the following troubleshooting steps in order:

1. Try completing the payment in a different browser to see if it goes through.
2. Confirm your credit card is active and able to be used for payment.
3. Try a different credit card.
4. Contact Chargebee support to ask about the specific issue.
5. Contact your bank to see if they can identify the issue on their end.

The image above shows the Chargebee Secure Payment checkout form displaying "An error occurred while processing your request." in red text above the Subscribe button, with an arrow pointing to the error message.

If you see a "Wrong Format" error during checkout, it's because the email address on your Insycle account contains a special character — such as "+", ".", or "é" — that Chargebee, Insycle's third-party billing partner, considers invalid for payment processing. To resolve it, use an alternate email address without special characters for the Insycle account used for payment.

For example, use "jane@acmewidgets.com" or "janedoe@acmewidgets.com" instead of "jane.doe@acmewidgets.com" or "jane+insycle@acmewidgets.com."

The image above shows the Chargebee checkout page displaying the Insycle logo and a "Wrong Format" error message whcich appears when the email address entered contains special characters.