Insycle

About Insycle

Insycle is a modern customer data management platform that can be used to organise, cleanse and update customer data. Insycle helps to identify duplicate contacts or companies that deduplicate them. This platform also improves personalisation by standardising job titles, industry, address, and other text fields. Also, one can segment and create targeted campaigns using consistent data. With Insycle, users can import from CSV over flexible update controls and templates to avoid overwriting important data or duplicates alike. Insycle identifies incomplete, inaccurate data, and improperly formatted data to fix it. Also, this platform ensures the removal of fake contact, redundant data, and any bad data. This customer data management platform aggregates groups of data and drills down to underlying them. Also, one can explore the database to understand which fields are being used. It understands how many different values every field has. With Insycle, people can analyse and consolidate field structure and standardise their values. Workflows, automation, edit grids, and collaboration are some other features present within.

Screenshots & Videos

Pricing

Free Trial Available
Starts at $25.0. Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

69%
Reviews

72%
Momentum

61%
Popularity

72%

Platforms Supported

Not available

Organization Types Supported

Not available

API Support

Modes of Support

Not available

Insycle Awards

# 1 Fastest Growing Software CRM Software
Q2 2025

Insycle Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

69%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Insycle Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

MONTHLY YEARLY

Starter $25.00 $31.00 per month

Up to 25,000 Records

Based Upon the Number of Records, the Pricing Values Varies

Features

All Plans Includes
- Unlimited Users
- Unlimited Usage
- Unlimited Operations
- Live Chat
- Help Center
- Videos
- Health Assessment
- Activity Tracker
- Automation
- Data Analysis
- Alerts and Notifications
- Data Collaboration

User Can Choose One Module

Merge Duplicates
Transform Data
Magical Import
Bulk Operations
Cleanse Data
Group & Update
Grid Edit
Data Validation

Add-ons

Assign - $25 Per Month
Associate - $25 Per Month

Growth $38.00 $47.00 per month

Up to 25,000 Records

Based Upon the Number of Records, the Pricing Values Varies

Features

User Can Choose Two Module

Merge Duplicates
Transform Data
Magical Import
Bulk Operations
Cleanse Data
Group & Update
Grid Edit
Data Validation

Add-ons

Assign - $25 Per Month
Associate - $25 Per Month

Professional $50.00 $63.00 per month

Up to 25,000 Records

Based Upon the Number of Records, the Pricing Values Varies

Features

Audit Trail and History
Workflow Automation

User Can Choose All Module

Merge Duplicates
Transform Data
Magical Import
Bulk Operations
Cleanse Data
Group & Update
Grid Edit
Data Validation

Add-ons

Assign - $25 Per Month
Associate - $25 Per Month

Enterprise Custom

Features

Audit Trail and History
Workflow Automation
Onboarding and Training
- Enterprise Onboarding
- Customer Success Manager

User Can Choose All Module

Merge Duplicates
Transform Data
Magical Import
Bulk Operations
Cleanse Data
Group & Update
Grid Edit
Data Validation

Add-ons

Assign - Custom
Associate - Custom

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 09/04/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Insycle Pricing

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Insycle Reviews

User Rating

4.8/5 (Based on 157 Ratings)

Rating Distribution

Excellent
79.6%
Very Good
19.7%
Average
0.6%
Poor
0%
Terrible
0%

User Sentiments

Powerful Data Deduplication, Extensive Automation Capabilities, Helpful Customer Support, Seamless HubSpot Integration

Steep Learning Curve, Occasional Confusing UI/UX, Limited Data Visualization and Reporting, Pricing Complexity

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Review Summary

Insycle is a powerful data management tool that helps users clean and organize their CRM data, primarily in HubSpot and Salesforce. It offers a wide range of features for de-duplication, data cleansing, bulk editing, and formatting. While users praise its effectiveness and the time it saves, some note a learning curve and suggest utilizing their training resources and support, which is consistently lauded as excellent.

Pros

Insycle makes it easy to clean up messy HubSpot data and standardize formatting.
The platform is highly customizable, allowing users to create specific rules for data management.
Insycle offers a variety of prebuilt templates and recipes to help users get started quickly.

Cons

The learning curve for utilizing Insycle's advanced features can be steep.
The user interface may seem clunky to some, requiring time to get accustomed to its layout.
While robust, there are limitations in the UI when working with custom objects in HubSpot.

Insycle Reviews

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