Menu
Articles in this section
CRM Plan Level Limits
Updated
Feature availability and usage limits for each Insightly CRM plan tier.
On this page:
- Storage, records, and sending
- CRM features
- Customization and administration
- Reporting and dashboards
Storage, records, and sending
| Limit | Plus * | Professional* | Enterprise |
|---|---|---|---|
| File storage | 10 GB | 100 GB | 250 GB |
| Records | 100,000 | 250,000 | 500,000 |
| Record imports | 25,000 rows | 50,000 rows | 50,000 rows |
| Emails sent (per day, excluding WFA) | 2,500 | 5,000 | 10,000 |
| API calls per day | 40,000 | 60,000 | 100,000 |
CRM features
| Limit | Plus * | Professional* | Enterprise |
|---|---|---|---|
| Email templates | 100 | Unlimited | Unlimited |
| Products, Price Books & Quotes | Not available | Not available | Available |
| Custom apps | Not available | Not available | Available |
| Custom queues | Not available | Available | Available |
| Workflow automation | Not available | 50 | 50 |
| Workflow automation email limit (per day) | Not available | 100 × user licenses | 100 × user licenses |
Customization and administration
| Limit | Plus * | Professional* | Enterprise |
|---|---|---|---|
| Custom objects | Not available | 25 | 200 |
| Custom fields | 50 | 100 | 200 |
| Custom page layouts | Not available | Available | Available |
| Dynamic layout rules | Not available | Not available | 15 per layout |
| Calculated fields | Not available | Not available | 20 |
| Roll-up summary field | Not available | Not available | 1 per object |
| Validation rules | Not available | Not available | 50 |
| Lambda function | Not available | Not available | 50 |
| Audit log retention | Not available | Not available | 18 months |
| Sandbox | Not available | Not available | 1 |
| SAML single sign-on and SCIM | Not available | Not available | Available |
Reporting and dashboards
| Limit | Plus * | Professional* | Enterprise |
|---|---|---|---|
| Scheduled reports | 25 | 100 | 250 |
| Custom shared dashboard cards | Not available | 100 | Unlimited |
| Custom private dashboard cards | Not available | Unlimited | Unlimited |
*Limits for these features can be increased by purchasing add-ons through a Customer Care Agent.
Related to