Best Data Management Software for Insightly
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Compare the Top Data Management Software that integrates with Insightly as of December 2025
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This a list of Data Management 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 Data Management Software for Insightly?
Data management software systems are software platforms that help organize, store and analyze information. They provide a secure platform for data sharing and analysis with features such as reporting, automation, visualizations, and collaboration. Data management software can be customized to fit the needs of any organization by providing numerous user options to easily access or modify data. These systems enable organizations to keep track of their data more efficiently while reducing the risk of data loss or breaches for improved business security. Compare and read user reviews of the best Data Management software for Insightly currently available using the table below. This list is updated regularly.
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1
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 -
2
Grow
Epicor Software
Grow is a no-code full-stack business intelligence (BI) platform that empowers everyone in your organization to make data-driven decisions. By combining ETL, data warehousing and visualization in one easy-to-use platform, any organization can connect and explore its data to surface insights. And our unlimited-user license model gives everyone access to the answers they need without waiting in line for an analyst. Now everyone can make great decisions in real-time to accelerate their growth. Plus: - Unlimited Users - 100+ Integrations - No SQL needed (but available to use) - Support from BI Consultants - Simple ETL - Dynamic Dashboards -
3
Lead411
Lead411
Lead411 provides the most comprehensive and accurate information about contacts and companies available in the marketplace. We currently have over 450M contacts, within 20M companies worldwide. Through targeted filters, and Growth Intent Data, customers are able to view complete contact data profiles and find growing companies that are more likely to be in a buying cycle for adding services/solutions. Our growth intent triggers are an easy way for you to filter for companies that make the most sense to reach out to. These companies are growing and have growth indicators such as: recently funded, IPO release, revenue growth, hiring growth, new locations, hiring plans, new executive hires and more. Fueled with this information, customers can reach out directly from the platform with the built-in sales engagement tool Reach, which allows sales to send email and SMS messaging cadences and keep track of the hottest prospects. Includes a search as you go Chrome extensionStarting Price: $99.00/month -
4
Zoho Analytics
Zoho
Get powerful actionable insights on your business with Zoho Analytics (formerly Zoho Reports), a self-service business intelligence and analytics software. With Zoho Analytics, businesses can connect and import data from any source, analyze data through visual reports and dashboards, and share and collaborate on reports and dashboards securely. The platform also offers out-of-the-box integrations with leading business apps.Starting Price: $30 per month -
5
UpLead
UpLead
UpLead is a B2B prospecting platform that provides the highest quality B2B contact & company data. Features include real-time email verification, worldwide contacts in over 200 countries, 50+ search criteria, technology tracking, account-based marketing, competitor intelligence, email pattern intelligence, social profile links, Salesforce & 12 other CRM integrations, robust API and more.Starting Price: $99 per month -
6
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. -
7
Typeform
Typeform
Create and share beautiful online forms and surveys with Typeform, a versatile data collection tool for professionals. Typeform helps users build contact forms, quizzes, employee fedback surveys, suggestion box forms, and so much more. With its smooth and gorgeous interface, users can easily customize their forms to capture the information they need, see every change in real-time, and so much more. The solution also offers over 500 integrations and comes with simple analytics to give quick insights.Starting Price: $25.00/month -
8
Wufoo
SurveyMonkey
Building online forms can be hard. Wufoo makes it easy. Our form designer can help you create contact forms, online surveys and invitations so you can collect the data, registrations and payments you need. Use our easy form builder to customize and design your form. Link to our pages. Embed on your site. Or use our REST API. We can email or text you as data comes in. Or set up a real-time report! Our form builder gives you an award-winning interface, easy customization, galleries, templates and reporting! Choose from 400+ templates. Exactly how you want them. Ready to be customized. Create dynamic visualizations made up of your own graphs, charts and key metrics. Use rules to create dynamic forms that will follow logic that you've specified. Start accepting online payments with a Wufoo powered form within minutes.Starting Price: $19 per month -
9
Google Forms
Google
Collect and organize information big and small with Google Forms. For free. Plan your next camping trip, manage event registrations, whip up a quick poll, collect email addresses for a newsletter, create a pop quiz, and much more. Use your own photo or logo, and Forms will pick just the right colors to complete your own unique form, or choose from a set of curated themes to set the tone. Choose from a bunch of question options, from multiple choice to dropdowns to a linear scale. Add images and YouTube videos, or get fancy with page branching and question skip logic. Forms is responsive, so that means it’s easy (and beautiful) to make, edit, and respond to forms on screens big and small. Responses to your surveys are neatly and automatically collected in Forms, with real time response info and charts. Or, take your data further by viewing it all in Sheets.Starting Price: Free -
10
Microsoft Power BI
Microsoft
Power BI is a business intelligence platform that enables users to analyze data using AI-driven tools and intuitive report creation. It consolidates data from various sources into OneLake, creating a centralized data source. This platform aids in embedding actionable insights into applications like Microsoft 365, aiding decision-making. Power BI integrates with Microsoft Fabric, enhancing data management. It offers scalability to handle large data volumes and integrates seamlessly with Microsoft services. Its AI capabilities efficiently identify patterns and generate insights. Power BI ensures data security and compliance. Its Copilot feature allows rapid report generation. Additionally, Power BI Pro offers self-service analytics, and its free version includes data modeling and visualization tools. It's known for unified data management, empowering users with accessibility and training resources. Power BI has demonstrated a significant ROI and economic benefit, as evidenced in a ForresStarting Price: $10 per user per month -
11
Boss Insights
Boss Insights
Boss Insights’ platform digitizes lending to grow relationships between banks and their business clients. Thanks to Amazon style advancement, there is a growing divide between lenders’ service and businesses’ expectations. Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually). Boss Insights’ API hub empowers lenders to bridge the divide. APIs are the most efficient way to digitize existing processes enabling accelerated service and a complete view in real time. The platform is used to accelerate SBA, SMB and Commercial Lending from months to minutes. It also supports cross-selling products empowering banks and credit unions to proactively serve customers. -
12
Cyfe
Cyfe by Traject
Cyfe is a business intelligence platform that helps businesses of all sizes with KPI monitoring, search engine optimization, scheduling, social media marketing, custom reports, data export & archiving and more. Find the perfect online dashboard template, connect your data, and start monitoring your KPIs. Modify the template to meet your business needs. From zero to data in under 5 minutes, get started quickly with a free plan or one of our free 14-day trials. Create dashboards to visualize data for your individual departments, the C-suite or all of your clients. Everything from analytics, to sales, social, and online reviews. Pull data from popular services like Google and Salesforce with over 100 integrations and 250+ metrics included out of the box. Get set up in minutes by configuring pre-populated widgets including Google Analytics, Facebook Pages, Facebook Ads, Grade.us, SERPs, Moz, Twitter, Mailchimp, and Instagram.Starting Price: Free -
13
Formstack
Formstack
With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.Starting Price: $83/month -
14
FastField Forms
Quickbase
FastField offers a flexible and easy-to-use solution to transform your paper forms into dynamic mobile forms to save time and money – with no technical experience required. Replace your paper inspections, work orders, safety checklists and more by quickly creating a digital version. With FastField’s user-friendly Form Builder you can design perfectly tailored forms for your business and dispatch them to users working remotely in the field. The FastField Mobile App provides a robust interface for users to complete and submit forms wherever they are, even without an Internet connection. Submitted forms are converted to pixel perfect PDF and Word reports all in your own look and feel. FastField supports anything from simple data and report delivery to highly customized business workflow. FastField Business Insight’s platform helps you transform your data into meaningful information with real-time data visualization to identify trends in specific segments of your business.Starting Price: $20.00/month/user -
15
FullContact
FullContact
FullContact is a privacy-safe Identity Resolution company building trust between people and brands. We deliver the capabilities needed to create tailored customer experiences, improve ad targeting along with measurement as well as improve identity verification and fraud solutions by unifying data and applying insights in the moments that matter. -
16
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 -
17
Klipfolio
Klipfolio
Klipfolio PowerMetrics is powerfully simple business intelligence software for founders and teams who are ready to level up their analytics and make data-driven decisions. Bring all of your business metrics together in one place. Start today, FREE, and instantly connect from our popular library of pre-built metrics. Need to connect with your custom data? Use our Query Builder and Modeller to get, join, and prep all of your own data, from APIs to spreadsheets, and databases. Then visualize and share your metrics, beautiful dashboards, and PDF reports with your team, and start making better decisions today. Start today. FREE.Starting Price: $99.00 per month -
18
StarfishETL
StarfishETL
StarfishETL is an Integration Platform as a Service (iPaaS), and although “integration” is in the name, it’s capable of much more. An iPaaS lives in the cloud and can integrate different systems by using their APIs. This makes it adaptable beyond integration for migration, data governance, and data cleansing. Unlike traditional integration apps, StarfishETL provides low-code mapping and powerful scripting tools to manage, personalize, and manipulate data at scale. Features: - Drag and drop mapping - AI-powered connections - Purpose built integrations - Extensibility through scripting - Secure on-premises connections - Scalable data capacityStarting Price: 400/month -
19
MigrateMyCRM
SyncMatters
Take the stress out of CRM data migration. We have a range of options for those with complex requirements, limited time, or limited budgets. We understand the challenges faced by agencies, marketing groups, sales teams, and businesses of all sizes. With so many CRM platforms to choose from and many new options coming out every day, the likelihood of you needing to migrate your data from one CRM to another is very high. Do you want to entrust your customer data to just anyone? MigrateMyCRM by SyncMatters is the premier platform for seamless CRM data migration. Supporting over 25 CRM systems, it enables smooth, efficient migrations with no technical skills or additional software needed. Features include automapping, data filtering, custom object creation, and field usage tracking. Designed for one-time or repeated migrations, MigrateMyCRM ensures zero downtime, making it ideal for CRM partners and agencies.Starting Price: $299 one time fee -
20
Bold BI
Syncfusion
Turn your customers into success stories with built-in intelligence featuring state of the art analytics, dashboards and more. Bold BI is a platform designed from the ground up to be embedded, there are no compromises, no shortcuts. Outdated requirements such as “bring all your data into our data store or cube” today add unnecessary complexity to your application. With some solutions, you must design a complex system for data integration and keep the embedded BI data store in sync with your data sources. With Bold BI, you connect directly to hundreds of data sources and any data warehouse of your choice. Deploy with single-tenant mode if you have a shared data model. If you have an isolated data model, use multi-tenant mode to maintain a single source for dashboards and publish across different tenants. Bold BI is designed to accommodate scenarios common and uncommon. Embed Bold BI directly from your application code using powerful JavaScript APIs.Starting Price: $495 -
21
Scoop Analytics
Scoop Analytics
Scoop is the best thing to happen to data since the spreadsheet. Unlock all of your business data in an instant. Scoop lets you combine and analyze data from anywhere to power better decisions. Forget all the tools and resources it takes to get answers out of your data. Scoop takes you from data collection to spreadsheet analysis to visual data stories, all in a single platform. Automatically collect data from your business applications to combine and blend together. Any application can push data into Scoop, with no limited pre-built connectors or custom APIs. Create master datasets to fuel analytics, visualizations, and more using your existing spreadsheets. Scoop automatically keeps your data up-to-date. Go from scooping up application data to prepping datasets in spreadsheets to analyzing and sharing visual data stories. No technical setup or data team is needed. Blend data from different sources and tell beautiful data stories based on live, sharable data.Starting Price: $99/month -
22
Style Intelligence
InetSoft
Style Intelligence by InetSoft is a complete business intelligence (BI) software platform that empowers companies to explore, analyze, monitor, report, and collaborate on critical business and operational data from disparate sources in real time. Its top features include a real-time data mashup Data Block architecture, professional atomic data block modeling tool, and database write-back option. Robust and easy to use, Style Intelligence is also fully scalable and offers granular security, multi-tenancy support, and multiple integrations. InetSoft's cloud flexible business intelligence solution delivers the benefit of cloud computing and software-as-a-service while giving you the maximum level of control. In terms of software-as-a-service, BI software is unique because it inherently depends on the data not being embedded in the application. InetSoft provides free expert fast-start mentoring that delivers the expertise even when no in-house dedicated BI expert is available.Starting Price: $165/month -
23
Workato
Workato
Workato is the operating system for today’s fast-moving business. Recognized as a leader by both Gartner and Forrester, it is the only AI-based middleware platform that enables both business and IT to integrate their apps and automate complex business workflows with security and governance. Given the massive and growing fragmentation of data, apps, and business processes in enterprises today, our mission is to help companies integrate and automate at least 10 times faster than traditional tools and at a tenth of the cost of ownership. We believe Integration is a mission-critical, neutral technology for the dynamic and heterogeneous IT environments of today. We are the only technology vendor backed by all 3 of the top SaaS vendors: Salesforce, Workday, and ServiceNow. Trusted by world's top brands as well as its fastest-growing innovators, we are most appreciative of the fact that customers recognize us as being among the best companies to do business with.Starting Price: $10,000 per feature per year -
24
ClicData
ClicData
ClicData is the world first 100% cloud-based Business Intelligence and data management software. With our included data warehouse, you can easily cleanse, combine, transform and merge any data from any data source. Create interactive and self-updated dashboards that you can share with your Manager, your team or customers in multiple ways: email delivery schedule, export or even dynamic dashboards via our LiveLinks. With ClicData, automate everything from data connection, data refresh and management, and scheduling routines.Starting Price: $25.00/month -
25
Peaka
Peaka
Integrate all your data sources, relational and NoSQL databases, SaaS tools, and APIs. Query them as a single data source immediately. Process data wherever it is. Query, cache, and blend data from different sources. Use webhooks to ingest streaming data from Kafka, Segment, etc., into the Peaka BI Table. Replace nightly one-time batch ingestion with real-time data access. Treat every data source like a relational database. Convert any API to a table, and blend and join it with your other data sources. Use the familiar SQL to run queries in NoSQL databases. Retrieve data from both SQL and NoSQL databases utilizing the same skill set. Query and filter your consolidated data to form new data sets. Expose them with APIs to serve other apps and systems. Do not get bogged down in scripts and logs while setting up your data stack. Eliminate the burden of building, managing, and maintaining ETL pipelines.Starting Price: $1 per month -
26
5X
5X
5X is an all-in-one data platform that provides everything you need to centralize, clean, model, and analyze your data. Designed to simplify data management, 5X offers seamless integration with over 500 data sources, ensuring uninterrupted data movement across all your systems with pre-built and custom connectors. The platform encompasses ingestion, warehousing, modeling, orchestration, and business intelligence, all rendered in an easy-to-use interface. 5X supports various data movements, including SaaS apps, databases, ERPs, and files, automatically and securely transferring data to data warehouses and lakes. With enterprise-grade security, 5X encrypts data at the source, identifying personally identifiable information and encrypting data at a column level. The platform is designed to reduce the total cost of ownership by 30% compared to building your own platform, enhancing productivity with a single interface to build end-to-end data pipelines.Starting Price: $350 per month -
27
Lyftrondata
Lyftrondata
Whether you want to build a governed delta lake, data warehouse, or simply want to migrate from your traditional database to a modern cloud data warehouse, do it all with Lyftrondata. Simply create and manage all of your data workloads on one platform by automatically building your pipeline and warehouse. Analyze it instantly with ANSI SQL, BI/ML tools, and share it without worrying about writing any custom code. Boost the productivity of your data professionals and shorten your time to value. Define, categorize, and find all data sets in one place. Share these data sets with other experts with zero codings and drive data-driven insights. This data sharing ability is perfect for companies that want to store their data once, share it with other experts, and use it multiple times, now and in the future. Define dataset, apply SQL transformations or simply migrate your SQL data processing logic to any cloud data warehouse. -
28
upSWOT
upSWOT
Understand a business’s issues, needs, and entire financial history at a glance to become an invaluable part of their future. Gain visibility into key metrics from the leading financial apps with tools to compare trends and evaluate performance of the business customers in real-time. With seamless integration and automated analysis, identifying opportunities and problem areas has never been easier — allowing banks to offer personalized service like never before. All the clunky application processes and data sharing that consume small to mid-sized businesses (SMBs) are now quick and frictionless. Send highly-personalized sales offers based on an up-to-date analysis of all the issues and opportunities that arise for businesses. With an easy-to-consume view of their business customers’ full financial history, banks can help them make smarter business decisions for the future. -
29
Flatly
Flatly
Sync data to flat files and sheets.Starting Price: $ 49 per user per month -
30
Meltano
Meltano
Meltano provides the ultimate flexibility in deployment options. Own your data stack, end to end. Ever growing connector library of 300+ connectors have been running in production for years. Run workflows in isolated environments, execute end-to-end tests, and version control everything. Open source gives you the power to build your ideal data stack. Define your entire project as code and collaborate confidently with your team. The Meltano CLI enables you to rapidly create your project, making it easy to start replicating data. Meltano is designed to be the best way to run dbt to manage your transformations. Your entire data stack is defined in your project, making it simple to deploy it to production. Validate your changes in development before moving to CI, and in staging before moving to production.