Best CRM Software for Insightly
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Compare the Top CRM Software that integrates with Insightly as of December 2025
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This a list of CRM software that integrates with Insightly. Use the filters on the left to add additional filters for products that have integrations with Insightly. View the products that work with Insightly in the table below.
What is CRM Software for Insightly?
CRM software is a type of software that businesses use to manage and analyze customer interactions and data. It helps businesses improve customer service by tracking customer information, analyzing trends, and providing customized communications for customers. CRM software also helps organizations to manage sales leads, track contacts, and automate certain customer-facing activities. Many CRM solutions offer automated workflows that streamline processes such as marketing campaigns and customer onboarding. Compare and read user reviews of the best CRM software for Insightly currently available using the table below. This list is updated regularly.
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1
Zendesk
Zendesk
Zendesk is an AI-powered service solution that’s easy to set up, use, and scale. It works out-of-the-box and adapts quickly, enabling businesses to move faster. Built on billions of CX interactions, Zendesk AI supports the whole service journey—from self-service to agents to admins—helping teams resolve issues faster and operate efficiently at scale. Zendesk empowers agents with tools, insights, and context to deliver personalized service on any channel—social messaging, phone, or email. It unifies personalized conversations, omnichannel case management, AI workflows, automation, and a Marketplace of 1200+ apps. Easy to implement, it frees teams from relying on IT or costly partners. Serving over 130K global brands in 30+ languages, Zendesk simplifies business complexity to create meaningful customer connections. Headquartered in San Francisco, it operates worldwide.Starting Price: $25/agent/month -
2
Jotform
Jotform
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.Starting Price: $34 per month -
3
Freshdesk
Freshworks
Freshdesk is a cloud-based customer service software that helps businesses provide exceptional customer service across every customer touchpoint. With Freshdesk, businesses can: - Manage customer conversations across multiple channels such as email, phone, chat, social media, etc., from a unified view - Improve agent productivity with smart workflow automation rules - Deliver seamless self-service experiences with AI-powered chatbots and branded help centers - Monitor key performance metrics with advanced analytics and custom reports Over 50,000+ customers including Hugo Boss, Toshiba, Cisco, The Atlantic, Chargebee, Grofers, and PhonePe trust Freshdesk to help them provide faster customer service with ease.Starting Price: $15.00/month/user -
4
Mailchimp
Intuit Mailchimp
Mailchimp is a marketing automation platform boasting 11 million users worldwide to personalize every email and SMS for every customer using AI-powered insights and content creation tools. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses connect with their customers, foster repeat business, and build lasting brand loyalty while fitting into their existing workflows. Businesses including TEDTalks, Shutterstock, Boston Market, Nikon India use Mailchimp to drive revenue through emails. Founded in 2001 and based in Atlanta with offices in Brooklyn, Oakland, Vancouver, London, Seattle, and Santa Monica. In 2021 Mailchimp was acquired by Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp. Since then, the company has released 100+ new features to help its customers.Starting Price: $9.99 per month -
5
Haystack
Haystack
Supporting over 8 million people across 60+ countries, our digital cards improve sales efficiency, build quality connections and reduce your environmental footprint. Handshakes and paper business cards are no longer acceptable in the world post COVID19. Equip your staff with contact-free digital business cards they can safely share with your prospects and clients when meeting in person, or over Zoom, Teams, and teleconferences. Your staff can even take a photo of the paper cards they are given without touching them, reducing health risks across your workforce and sales teams. Going digital means you can track your card, share it in seconds and leave a lasting impression on the people you meet. Haystack works as a clever marketing tool by driving traffic to your website, social media, and key company links. Customize your company template to include images, links to whitepapers, and industry reports.Starting Price: $3.99 per month -
6
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
7
Zoho CRM
Zoho
Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.Starting Price: $14.00/month/user -
8
Raklet
Raklet
Raklet is an all-in-one membership management software to grow your organization. Build, grow and monetize your audience through memberships, newsletters and other digital tools. Import your contacts easily and create custom fields. Automate your messages through different channels. Collect one-off or recurring payments. Automate reminders & invoices. Be there for your people whenever they need you, wherever they are. With our mobile app for iOS & Android, you can engage your members on the go or let us develop a branded mobile app just for you. Engage with your audience through different channels like events, private messages, newsletters, and much more. Create your own digital membership cards to check in at the door, and help your members feel more engaged. Use our Zoom integration for online events to track attendees. Raklet's membership management tools enable you to run your organization from a single platform.Starting Price: Free -
9
Microsoft Outlook
Microsoft
Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence. -
10
Brevo
Brevo
Say hello to Brevo (formerly Sendinblue) — the platform that helps you build customer relationships across Email, SMS, Chat, and more. The complete toolkit to turn one-time browsers into long-term customers. Connect with contacts directly in their inbox with beautifully designed email campaigns. Send targeted messages that land straight in your customers' pockets. Brevo empowers businesses to build and grow relationships through marketing automation, email campaigns, transactional emails and SMS messages. What makes us different? Brevo is powered by our world-class customer happiness team and we offer pricing plans guaranteed to make you smile. Our platform combines a robust suite of services within a single, user-friendly solution. Happy Sending!Starting Price: €25 per month -
11
Microsoft Dynamics 365
Microsoft
Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.Starting Price: $190 per user per month -
12
Tidio
Tidio
Tidio is a leading customer service platform that combines live chat, chatbot automation, and AI agents to help businesses deliver fast, effective customer interactions at scale. Recognized for its robust automation capabilities and user-friendly design, Tidio is trusted by over 800,000 of businesses worldwide. Engage visitors via real-time chat and unify conversations across email, Messenger, Instagram, and more—all from one dashboard. Track, manage, and resolve issues efficiently with built-in ticketing tools that complement chatbot and live agent workflows. Use the no-code visual chatbot builder to create custom flow to collect leads, answer FAQs, and automate communication. Deploy the conversational AI agent, Lyro and resolve up to 64% of customer support queries using natural language understanding. Easy to deploy and operate—no coding skills required. GDPR-compliant and secure. Proven scalability for eCommerce, SaaS, and service industries. 7-day free trial available.Starting Price: $0 -
13
HoneyBook
HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.Starting Price: $19 monthly ($16 annually) -
14
Sage Intacct
Sage Intacct
Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. -
15
Zendesk Sell
Zendesk
Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.Starting Price: $19 per user per month -
16
ActiveCampaign
ActiveCampaign
ActiveCampaign helps small teams power big businesses with the must-have platform for intelligent marketing automation. Customers from over 170 countries depend on ActiveCampaign’s mix of pre-built automations and integrations (including Facebook, Google, WordPress, Salesforce, Shopify, and Square) to power personalized marketing, transactional emails, and one-to-one CRM interactions throughout the customer lifecycle. ActiveCampaign holds the highest customer satisfaction rating among Marketing Automation, E-Commerce Personalization, Landing Page Builders, and CRM solutions on G2.com and is one of only a handful of software solutions with over 10,000 positive reviews. ActiveCampaign has also been named the Top Rated Email Marketing Software on TrustRadius. Learn more and start your free trial todayStarting Price: $15 per month -
17
Outreach
Outreach
The Outreach Sales Execution Platform helps sales teams efficiently create pipeline and predictably close more deals. Outreach is the only complete platform that empowers the entire sales organization — from sellers to front-line managers, sales leadership, and ops — to create and close more pipeline. If you're looking to win more deals by personalizing, prioritizing, and analyzing sales activities, turn to Outreach. Outreach is the #1 sales engagement platform dedicated to make every sales team more effective at selling. From creating pipeline to optimizing sales workflows, Outreach helps to ensure that you achieve your sales goals. Top tools include sales sequences and dialer, sales email and tracking, outreach everywhere, sales intelligence, email and content templates, analytics and reporting, and coaching analytics. -
18
Intercom
Intercom
Intercom is an AI-first customer service platform that enables businesses to deliver personalized and efficient customer support across multiple channels. Founded in 2011, the company offers a comprehensive suite of tools, including the Fin AI Agent, which provides instant, accurate answers to customer inquiries 24/7. Intercom's platform also features AI Copilot, assisting support agents with real-time solutions, and AI Analyst, offering insights and recommendations for support leaders. Trusted by over 25,000 global organizations, including Atlassian, Amazon, and Microsoft, Intercom facilitates over 500 million messages per month, enhancing customer interactions and support efficiency. Headquartered in San Francisco, with offices in Chicago, Dublin, Sydney, and London, Intercom continues to innovate in the customer service industry.Starting Price: $29/seat/month -
19
Constant Contact Lead Gen & CRM
Constant Contact
At Constant Contact, we deliver for small businesses with powerful tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM (formerly SharpSpring) is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. Our tools are designed to help you attract the right leads, nurture them with personalized content, and grow your business with better conversion. Attract - Get hot leads faster with email & social marketing, plus retargeting ads. Score leads automatically based on their activity and seamlessly pass them to sales. Nurture - Deliver the right message to the right people, at the right time. With a flexible centralized CRM and infinitely customizable automations, tasks like nurturing leads and sales follow-ups are easier than ever. Grow - Manage more effectively with insights and real-time analytics that connect marketing spend to sales results, pipeline, and revenue.Starting Price: $199 per month -
20
Keap
Keap
Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).Starting Price: $40 per month -
21
Google Contacts
Google
Keep your address book clean, safely backed up, and available everywhere with Google Contacts, a free contact management and address book solution that integrates with G Suite an Gmail.Starting Price: Free -
22
WiserNotify
WiserNotify
Every day your website is visited by hundreds of people, and yet only a few take action on what you are offering. No matter how much technology transforms, we still need social proof to be assured. With Wiser Notify , we came up with a quick and easy solution to help your website visitors build trust in what you offer. With a mission to create sales-boosting effective marketing solutions for successful e-commerce businesses, Wiser Notify turns consumer psychology into digital solutions. Offering social proof & FOMO marketing solutions that will help you catch the attention of potential customers, Wiser Notify assists you in thriving sales and builds better credibility. Generate trust and gain popularity by showing recent actions like sales, sign-ups and subscriptions on your site.Starting Price: $10 per month -
23
Sugar Sell
SugarCRM
Sugar Sell is a one of a kind Customer Relationship Manager solutions, with functionality that includes sales-force automation, marketing campaigns, customer support, collaboration, mobile CRM, social CRM and reporting. Sugar Sell gives individual and teams back the time they need to increase project focus and interacting with customers to create more sales. Join top leading brands and try Sugar Sell today. Sugar Sell gives you what other customer management software solutions wish they could: The guarantee of an outstanding user experience. Sugar is the 4x winner for satisfaction, reliability and tech support in PCMag’s Business Choice Awards. The real power of our platform is in the story that it tells—about your customers, your company and the future of your business. It’s the customer experience solution to use when you want to empower every employee with the right information, at the right time, before they even ask.Starting Price: $40 per user per month -
24
Empuls
Xoxoday
Empuls is a holistic employee engagement solution that aims to improve company culture & bring the entire digital workplace to life. People leaders use Empuls to bring teams together, eliminate silos, provide a voice to all employees and build a culture of appreciation across the organization. Built on the key pillars of engagement, Empuls helps Connect, Align, Empower & Motivate employees. Connect remote teams via the social intranet, Empower employees through surveys, Motivate teams through recognition & Reinforce positive behaviors with rewards. Empuls helps companies to improve the eNPS score which is a good measurement for company culture, employee turnover & employee experience. Empuls is self serve & DIY make it extremely easy for HR to get started within a day. One can also start from the existing tools like HRIS, Slack, Teams, Gsuite and more seamlessly. Empuls comes with rich features to engage the employees through game mechanics, contests, water coolers, etc.Starting Price: $2.50 per user per month -
25
Kustomer
Kustomer
Kustomer is a centralized customer service platform built for your brand to deliver exceptional experiences in today’s on-demand, customer-first world. See all customer info on single timeline. Take requests from anywhere, reply in a single thread. Configurable interface to automate repetitive tasks. Kustomer makes personalized, efficient and effortless customer service a reality. Accelerate customer conversations and eliminate tedious questions by providing a holistic view of the customer. Unify customer purchase and activity history from all your systems on the Kustomer timeline, so agents have data-driven, actionable conversations without changing screens. Give your customers and agents the freedom to switch between different channels as needed during a conversation for a true omnichannel experience. Agents will always have the context to progress conversations forward without customers repeating information whether communicating through email, chat, SMS, voice, Facebook MessengerStarting Price: $99.00 per month per user -
26
COZYROC SSIS+ Suite
COZYROC
COZYROC's SSIS+ suite includes 270+ data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services. 141 out-of-the box adapters for consuming web API data. Connectivity for popular CRM, ERP, Accounting, Financials, Legal, Analytics, Administration, Collaboration, Communication, Security, Education, Construction, Marketing, Transportation, Project Management, Productivity, e-Commerce and HR apps COZYROC REST Framework for data integration with any REST service. Sync and import / export data from any REST API service to SQL Server. Data Flow Task Plus for dynamic data flows at runtime. No need to manually open and modify the data flow Lift and Shift your SSIS packages ! Try COZYROC Cloud for free. The COZYROC.Cloud hosted service allows you to Lift & Shift legacy SSIS workloads to the cloud in a breeze at a very affordable price which includes a license for the COZYROC SSIS+ suite.Starting Price: $0 -
27
Retently
Retently
NPS Software designed for your business. Send a single question Net Promoter Score® survey and start collecting, analyzing and acting on the received customer feedback. Our automated survey platform will help you acquire higher response rates, actionable customer feedback and maximum business growth. Run multiple campaigns to survey different audience segments based on pre-defined schedules or events triggered in another app. Combine email and in-app templates to reach your customers on the channels they're most likely to engage with your surveys. Customize the survey templates’ styling and language, and personalize the follow-up question based on the provided feedback. Ensure a greater response rate by using your domain, A/B testing subject lines and having your audience checked for deliverability. View all the surveys that were sent to your audience and keep track of the ones scheduled for delivery. Easily automate various processes and create custom scenarios by using workflows.Starting Price: $39 per month -
28
FreeAgent CRM
FreeAgent Network
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Track and celebrate activities that lead to sales and happy customers.Starting Price: $33 per user per month -
29
Hippo
JungleWorks
Hippo is a comprehensive tech suite that helps you improve your marketing efforts and customer experience. Hippo has 2 offerings: - Conversational Support enables you to provide best-in-class customer support with help of Chatbots that can cater to customers' queries and problems 24*7. Live chat through which your agents can solve complex problems and provide a personalized experience. You can now also converse with customers through phone or audio/video calls. - Customer Engagement Automation covers all the marketing aspects of your brand and helps you deliver an exceptional experience throughout the customer journey. You can broadcast messages and campaigns in a ma With Hippo, you get to provide your customers with proactive support and reach them across platforms and channels from a single dashboard. You can engage with your customers on the channel of their choice and provide them with a delightful personalized experience. -
30
Aritic Sales
Aritic
Not all contacts are same. We understand how some contacts can create a rather complex relationships. Aritic Sales provides a flexible and adept means to establish relationship with contacts of any type with anything else within the CRM itself. For instance, you can link a contact with another unrelated company because that company might help in speeding up the buying decision. With Aritic Sales CRM software, get a complete 360-degree view of the macro and micro levels to identify deals (open, won or lost), set milestones, track customer interactions, and know all about conversion probability. Capture new leads from all your channels automatically, oversee customer journeys, track real-time information, establish relationships, and manage them intelligently to keep hold of your sales pipeline. It’s all advanced sales CRM features you need for leakproof funnel management and an effective sales cycle.
