Pricing and Costs: Understanding Insycle Plans

Insycle offers flexible plans designed to match your organization's specific CRM data management needs.

Quick Plan Comparison

You can add RevOps apps (Assign and Associate) to any plan. 

All Starter, Growth, and Professional plans include a 14-day free trial, allowing you to explore Insycle's capabilities before committing. The Enterprise plan requires contacting our sales team for a customized demonstration and quote.

Adjust the slider on the Pricing page to estimate costs based on the number of records in your CRM. The pricing for each plan and add-on will update based on the record count.

Need help choosing? Contact our support team for personalized guidance based on your specific CRM data challenges using the chat that appears at the bottom of every page, or email support@insycle.com.

Each entry in your CRM that you are syncing with Insycle counts as a record. 

The record types included in the count vary by platform:

• HubSpot: Contacts, companies, and deals. Note: Tickets, custom objects, line items, and any other standard objects are optional add-ons.
• Salesforce: Accounts, contacts, leads, and opportunities. Note: Any other custom or standard objects are optional add-ons.
• Intercom: Leads, users, and companies
• Pipedrive: People, organizations, and deals
• Mailchimp: Contacts
• Marketo: Leads, companies, and opportunities
• Yext: Locations and assets
• Zendesk: Tickets

You can review your record count in Insycle under Settings > Sync Status.

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

• 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

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

If your free trial has expired, you can click the Start Plan button in the trial expired heading.

Or, click your name in the top right corner and select Buy Plan. Insycle will calculate the number of records you are currently syncing from your CRM(s).

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

Select the Plan that will work best for your organization. 

Save 20% on your subscription by paying Annually. Toggle this option off for monthly pricing.

When ready, click Next.

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

• Select one with the Starter plan.
• Select two with the Growth plan.
• All modules are included with the Professional plan.

On the Add-Ons tab, optionally include any RevOps Acceleration Apps, then click Next.

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

Walk Through the Steps in Detail

• Pricing is based on the total number of records in the database. You can review the exact record count in Settings > Sync Status.
• For all plans: Upon renewal, the price of your plan is calculated and updated automatically based on the number of records in your database at the time of renewal. The price can increase when records are added to your database and decrease when you remove redundant records. This is yet another reason to keep your database clean and organized.
• For annual plans: Additional records added to your database beyond the current record count are billed automatically on a prorated basis every quarter during the subscription term.
• Choose from the Data Management Suite plans: Starter, Growth, Professional, or Enterprise.
• Optionally, you can also add RevOps Acceleration Apps to your plan.

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

• For an estimate, adjust the slider on the Pricing page to match your record count.
• To view precise pricing, log in to the Insycle app, click your name in the top right corner, select Buy Plan, then make your selections and click the Checkout button.

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

Yes, we offer a 14-day free trial for all plans. No credit card is required to start your trial, giving you risk-free access to explore our features. During the free trial, you can merge, associate, cleanse, and update up to 500 records for free.

Yes, Insycle offers flexible month-to-month options for the Starter, Growth, and Professional plans, which accommodate databases with up to 500,000 records. We provide a 20% discount on the Starter, Growth, and Professional plans when you opt for the annual payment of your subscription.

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

All Insycle plans allow you to invite unlimited team members to your Insycle account. Insycle pricing is based on the number of records in your database, not on the number of users that you invite to Insycle.

Learn how to add users and team members to Insycle.

Learn about user roles and permissions.

The Starter plan includes one module from the Data Management Suite, and the Growth plan includes two modules.

The Professional and Enterprise plans include access to all modules and the following Advanced Features:

• Audit Trail and History – Access and download all activity changes from one place at any time.

• Workflow Automation – Integrate with HubSpot Workflows or Salesforce Flows to fix formatting and duplicates right when they enter and before sending a welcome email.

You can also add any of the RevOps Acceleration apps to any plan.

RevOps Acceleration Apps are designed for RevOps teams and focus on addressing business objectives that extend beyond basic data management. These apps are available as add-ons to your plan. You can evaluate Apps for your business use cases with a free trial.

• The Assign app allows teams to route and assign leads to sales representatives (or tickets to support team members) while considering the current workload, availability, holidays, working hours, and more for each representative.
• 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.

If your company's sole interest is one of our add-on apps, you can select the Starter plan, which includes any one module, then add the Assign app or Associate app. 

If you've selected the Starter plan and aren't able to skip past the Modules page without making a selection, reach out to support, and we'll manually configure your account with the selected app. Connect directly with our support agents using the live chat that appears at the bottom of every page in the app.