As a big thank you to all our current customers we are doubling storage space offered in our free plan to 200MB, and more than doubling the contacts you can store to 2,500. Current customers also get an extra user on the free plan over and above the three users we're offering to new signups starting today.
Upgrading to a paid plan
Current and new customers are automatically assigned the free 'Gratis' plan. If you wish to upgrade to a paying plan with more storage, users, and contacts you can do so under the Settings menu in the 'Account and Plan' page (shown below) accessible via the small gear icon in the top right corner. Only the designated account owner for your Insightly instance can access this page, but that user can also change the account owner to another user from this page too.
Upgrading to a new plan is simply a matter of clicking the Upgrade button to the right of the plan of your choice (as shown below), then entering in your credit card details. You will be billed monthly for the service, and Insightly accepts MasterCard and Visa payments at this time. You will receive an invoice every month to the email address you specify when you're charged. After entering your billing details, you will be immediately subscribed to the new plan and all your quota limits will increase. On this page you can also access and reprint previous invoices and change your billing details at any time (as shown below).
You can also see the number of users and amount of storage you are currently using at the top of the page.
You can cancel your plan subscription at any time via a link at the bottom of this page and you will not be billed again after cancelling. You can also downgrade to a lesser plan at any time as long as you fit within the storage and user limits of the lower plan.
If you are on the free plan and exceed the limits of that plan, Insightly will continue to operate as it always has but starting in two weeks you will need to upgrade to a higher plan in order to add additional files, emails, contacts, or new users to your Insightly instance. You can of course still add new organizations, opportunities, projects and tasks at any time.
If you have any questions about the plans please email firstname.lastname@example.org and we'll be happy to answer them for you.