Business Software for Insightly

Top Software that integrates with Insightly as of August 2025

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Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, organization size, organization type, region, user reviews, integrations, and more. View and sort the products and solutions that match your needs in the results below.

  • 1
    HubSpot CRM
    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.
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    Starting Price: Free
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  • 2
    Xero

    Xero

    Xero

    Save 50% for 3 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.
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    Starting Price: $2.90/month
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  • 3
    Hubstaff

    Hubstaff

    Hubstaff

    Keep an eye on hours wherever work happens — all with the tap of a button! It's easy with Hubstaff, a time-tracking and workforce management platform that automates almost every aspect of running or growing a business. Teams can track time to projects and to-dos using Hubstaff's desktop, web, or mobile applications. You'll be able to see how much time your team spends on different tasks, plus productivity metrics like activity rates and app usage through Hubstaff's online dashboard. Most of the available features are customizable on a per-user basis, so you can create the team management tool you need. With Hubstaff, you'll get a clear picture of your team's performance based on actual data instead of guesses and rough estimates!
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    Starting Price: $4.99/user/month
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  • 4
    Shift

    Shift

    Shift Technologies Inc.

    Shift is the first fully customizable browser that empowers you to make the most of your life online. Shift allows you to drag and drop apps, bars, and controls, to create a central hub that adapts to however you work. Sign into 1,500+ web apps, swap instantly between Spaces for work, side hustles or personal browsing, and stay logged into multiple accounts at once. In addition, Shift is proudly pioneering carbon-neutral browsing as part of its promise to reimagine what browsers can do—not only for users, but for the planet. Founded in 2016 in Victoria, British Columbia, Shift is a Certified B Corp within the Redbrick portfolio. Key capabilities & features - Build your browser: Create a custom layout for how you use the internet. - Create Spaces: Create separation between work, side hustles, and passion projects. - Integrate Apps: Add web apps to Shift to customize its capability. - Templates: Choose from 6 different layouts to build on.
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    Starting Price: Free
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  • 5
    Sage Intacct

    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.
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  • 6
    Jotform

    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.
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    Starting Price: $34 per month
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  • 7
    Visual Visitor

    Visual Visitor

    Visual Visitor

    AI Sales Rep with Person-Level Website Identification Identify and Influence Your Engaged Website Visitors into Sales-Ready Leads – Before You Commit a Single Working Hour. Lower Funnel, Higher Value Leads Using our advanced WebID +Person identification technology, we uncover and identify the most engaged visitors to your site. - 40 points of data about each prospect, including first name, last name, email address, and more. - Engaged, But Anonymous: These prospects are conducting online research but haven’t met with your sales team yet. - These visitors are deep in your sales funnel, spending time on your key ‘buying pages’ but remaining unknown to you. - Our AI Sales Rep identifies and gently engages with these visitors, influencing them to express interest. This is 100% automated. Leverage the power of AI to turn your website visitors into meeting-ready leads effortlessly.
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    Starting Price: $299.00/month
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  • 8
    DoorLoop

    DoorLoop

    DoorLoop

    DoorLoop is property management software built for speed and the smart choice for people who take growth seriously. This is property management software that actually keeps up with you. It’s surprisingly simple–a perfect blend of everything you need and nothing you don’t–and modern software that is constantly improving. With DoorLoop, you’ll get real support, real fast from people who care and respond in minutes. Say hello to a team that’s easy to work with and goodbye to the risk and pain of switching.
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    Starting Price: $69/month
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  • 9
    Stripe

    Stripe

    Stripe

    The new standard in online payments. Stripe is the best software platform for running an internet business. We handle billions of dollars every year for forward-thinking businesses around the world. Stripe builds the most powerful and flexible tools for internet commerce. Whether you’re creating a subscription service, an on-demand marketplace, an e-commerce store, or a crowdfunding platform, Stripe’s meticulously designed APIs and unmatched functionality help you create the best possible product for your users. Millions of the world’s most innovative technology companies are scaling faster and more efficiently by building their businesses on Stripe. We believe that payments is a problem rooted in code, not finance. We obsessively seek out elegant, composable abstractions that enable robust, scalable, flexible integrations. Because we eliminate needless complexity and extraneous details, you can get up and running with Stripe in just a couple of minutes.
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    Starting Price: 2.9% + 30¢ per charge
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  • 10
    Kantata

    Kantata

    Kantata

    Kantata PSA, formed by a merger between Mavenlink and Kimble Apps, is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimizes resources and elevates operational performance. A resource-first architecture, Kantata enables services businesses to field the best team, every time and see up-to-the-minute progress against timelines and budgets so projects run smoothly, predictably, and profitably. Kantata is purpose-built to help consultancies and professional services organizations with 50 to 5000+ employees.
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  • 11
    Acuity Scheduling
    Make online appointment scheduling and management a breeze with Acuity Scheduling. Acuity Scheduling is an easy to use online appointment scheduling software that helps professionals and businesses fill their schedule--minus all the hassle. With Acuity, clients see your real-time availability, book appointments fast, and pay in advance. All without you needing to organize and reorganize things.
    Starting Price: $16.00/month
  • 12
    Intulse

    Intulse

    Intulse

    Intulse is a business VoIP provider offering hosted/cloud VoIP services for businesses. Managed VOIP phone systems with speed, flexibility, and more for small & large businesses in the USA. Intulse was founded in 2015 to help businesses that were stuck using old communication systems that only did a little but cost a whole lot find a better solution to meet their needs. Intulse’s VoIP UCaaS (Unified Communication as a Service) solutions are designed to increase productivity through the Intulse App, CRM integration (ex. Salesforce & HubSpot), softphones, time-based routing, virtual receptionists, customized greetings, unlimited extensions, and more. Customers who choose Intulse as their cloud VoIP provider get the power of a feature-rich system that can be customized to best-fit how they do business. Intulse’s communications specialists work closely to help select and implement features to ensure each business gets the most out of their system and service.
    Starting Price: $26.00/month/user
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  • 13
    Tempo Portfolio Manager
    Tempo Portfolio Manager (formerly LiquidPlanner) is the only project and resource management tool that calculates when work will be done with 90% confidence. Our groundbreaking predictive scheduling engine is based on ranged estimates to generate best-case/worst-case scenarios to model when tasks and projects can realistically start and finish. As a result, one of the biggest differentiators with Tempo Portfolio Manager is how effectively our project management tool helps project teams manage uncertainty and deal with change. Tempo Portfolio Manager factors your organization’s priorities into your project plans from the beginning, so teams are always focused on the most critical work. The availability of your resources is also accounted for, so you can see if your team really can take on a new project.
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    Starting Price: $15/user/month
  • 14
    LiveHelpNow

    LiveHelpNow

    LiveHelpNow

    • Software solutions to meet all of your customer support, contact center, lead generation, and help desk needs. • All-in-one omnichannel capabilities: Live chat, SMS text-to-chat, chatbots, Facebook messenger, email management, and VoIP call management, yet your team will receive one streamlined communication history. • Tools/features include intelligent conversation routing, canned responses, KPI dashboards, contact center analytics, enterprise level reporting, conversion tracking, unified inbox, auto language translation, knowledge base management, automations and triggers, lead generation management, and more. • Get the most out of your existing tools. Integrate with your CRM, CMS, knowledge base, social media and more. • HIPAA, ADA and PCI compliant • Quick, easy installation. No setup fees or contract. • Free 30-day trial • Free training and 24/7 Support • #1 rated 7 years running as best live chat and SMS help desk platform • #84 Inc. 500 fastest growing companies
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    Starting Price: $21.00/month/user
  • 15
    Kixie PowerCall & SMS
    Kixie is a revenue engagement platform that helps teams connect faster, sell smarter, and scale efficiently with AI-driven automation and seamless CRM integration. ✔️ Outbound Sales: Increase connection rates by up to 400% with AI-powered Local Presence Dialing, Multi-Line PowerDialer, and Spam Risk Reduction. ✔️ Marketing: Automate calls and texts for instant follow-ups and personalized, scalable outreach. ✔️ Inbound Sales & CS: Streamline workflows with CRM-based call routing, shared SMS inboxes, and automated responses. ✔️ RevOps & Leadership: Optimize team performance with AI-powered call insights, live coaching, and real-time analytics. 🚀 Boost productivity and revenue with Kixie. Visit our website to get started for free today, no credit card required!
  • 16
    Desktop.com

    Desktop.com

    Desktop.com

    Desktop.com lets you set up the ultimate online HQ for yourself or your team. Stay on top of it all by creating one or several workspaces, connect them and organize tools and content into separated Desktops. Add app integrations, share and manage access or use the global search to instantly search across everything from a single location to find what you need. It’s a secure workspace for organizing and managing everything you need in your digital workday, and ensuring that you can access it safely from any device at any time. Working with a team, partners or other guest users? Enable the complete Desktop.com communication suite with chat, voice and video call functionality that seamlessly gets added to your workspace. Desktop.com offers a complete solution that saves money and instantly provide you and your team with all key aspects for efficient online collaboration and organization.
    Starting Price: $5 per user per month
  • 17
    Grow

    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
  • 18
    LeadsBridge

    LeadsBridge

    LeadsBridge

    LeadsBridge is an iPaaS solution that enables companies to enhance their omnichannel strategy by orchestrating their business data. LeadsBridge fulfills your integration needs, focusing on bridging gaps between advertising platforms and sales funnels, and delivering tailor-made integrations made upon your business needs. The LeadsBridge platform is suited for companies that want to streamline their advertising activities by integrating the marketing technology stack with Facebook & Instagram Ads, Google Ads, and LinkedIn Ads. With more than +370 out-of-the-box integrations available at the moment, you can easily connect your chosen software with your advertising platform, seamlessly synchronizing data for your marketing workflows. LeadsBridge main features include: - Lead Sync - Audience Targeting - Online to Offline Tracking - Platform to Platform - eCommerce Synchronization - Tailor-Made integration
    Starting Price: $29
  • 19
    Lead411

    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 extension
    Starting Price: $99.00/month
  • 20
    Configure One Cloud
    The Most Powerful CPQ to Accelerate Sales Cycles, Optimize Processes, and Drive Operational Efficiency—Backed by More Than 20 Years of Industry Experience. Empowering manufacturers with an advanced solution, Configure One Cloud customers report: • Enabled dealers to generate 40% of product configurations and 25% of sales orders, facilitating growth without increasing internal staff. • Reduced quote generation time by 50% and achieved 100% error reduction, streamlining the sales process and building customer trust. • Scalable environment for expansion, supporting a 400% growth rate and market diversification without compromising on quality or customer satisfaction. Some of Configure One Cloud Top Features: • Intuitive Advanced Rules Engine • Automated Multi-level BOM Generation • Dynamic Pricing Models • User-friendly Web Administration Interface • Seamless ERP/CRM Integration • Real-Time 3D Visualization Ready to transform your manufacturing process? Let's Talk!
  • 21
    Infinite Connect

    Infinite Connect

    Infinite Connect

    One unified platform to run your entire business remotely. Improve productivity and simplify your communications with reliable voice, video, fax, conferencing and messaging in the cloud. Flexible unified cloud communications and contact center services designed, for small and medium sized businesses. Customize your settings and capabilities to have your conference calls work the way you want. Up to 100 callers included. In place of your traditional small business phone system, our VoIP phone system or hosted PBX uses your broadband connection to make communicating easier. From small meetings to large webinars, broadcast HD video, enable integrated teleconferencing and share your desktop with ease. No downloads required. Send and receive SMS & MMS text messages online and manage internet faxing from your dashboard. Infinite provides the most up to date VoIP Phones that arrive fully configured with plug and play functionality. All you have to do is turn on your phone and start talking.
    Starting Price: $22.50 per month
  • 22
    Retreaver

    Retreaver

    Retreaver

    Retreaver is a cloud-based call tracking and routing platform built for performance marketers, agencies, and brands. We help you tag, route, and optimize inbound calls in real time connecting each caller to the right agent, department, or buyer using custom logic and data. Track conversions, measure ROI, and personalize experiences with CRM integrations, caller profiles, and real-time tracking. Our flexible tag system gives you full control over routing, analytics, and call flow optimization. What sets us apart is hands-on, responsive support. No tickets, no waiting just real help when it counts. We also offer seamless integrations with tools like RedTrack, ClickFlare, and TrueCall to give you a complete performance marketing toolkit. With no contracts, no hidden fees, and performance-based pricing, Retreaver is built to scale cleanly and transparently with your business. Explore more on our socials, book a personalized demo, or share your experience with a review.
    Starting Price: $1.00/month/user
  • 23
    T-Max Phone Systems
    The Hosted Business Phone System PBX will make any company sound and function like a Fortune 500 company. Your company can have all your calls answered by an auto-attendant allowing for callers to choose departments, extensions, dial by name or many other options. If you are working on the go you can have them automatically transferred to your cell phone. T-Max is fully geo-redundant. In other words, our servers are being hosted in a top-notch data centers throughout the United States. We use multiple carriers ensuring maximum connectivity to the PSTN. T-Max uses high-quality desk phones from Polycom & Yealink, with many different models to pick from to fit your unique environment best. We offer reception consoles, agent phones, wireless phones, and conference room phones. Our Hosted Business Phone System is the best choice for the price on the market today. 1-888-245-3483 Departments Extensions Digital Receptionist Voice Prompts Voice Mail Fax Service and Much More
    Starting Price: $19.99 Mo/Ext
  • 24
    RegFox

    RegFox

    Webconnex

    Host your most successful event ever with RegFox. RegFox is easy to use, highly customizable, and unbelievably affordable. At just $0.99 per registrant, you'll save thousands, while offering a seamlessly simple registration experience. RegFox is flexible and feature rich, offering full branding control, event page builder, a check in app, registrant CRM, instant funding, and more. If you’re frustrated by expensive and clunky registration systems, you’ll love how RegFox empowers you to control the entire registration experience. Whether in-person, virtual, or hybrid, you’ll have one platform with everything you need to drive sign ups, manage registrants, capture data, and more. With over 60,000 customers and twelve years of experience, we’ll be your guide to the most successful and profitable events you’ve ever had.
    Starting Price: $0.99 per attendee
  • 25
    Freshdesk

    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.
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    Starting Price: $15.00/month/user
  • 26
    Zendesk

    Zendesk

    Zendesk

    Zendesk is a customer service platform designed to streamline support operations and enhance customer experiences. Offering a comprehensive suite of tools, including AI-driven automation, messaging, live chat, and customizable workflows, Zendesk enables businesses to provide personalized and efficient support across multiple channels. It integrates seamlessly with other software and provides real-time analytics to help businesses make data-driven decisions. Zendesk’s solutions cater to businesses of all sizes, from small startups to large enterprises, with a focus on scalability, security, and user satisfaction.
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    Starting Price: $25/agent/month
  • 27
    Microsoft 365

    Microsoft 365

    Microsoft

    Introducing Microsoft 365 (formerly Microsoft Office 365). Be more creative and achieve what matters with Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. With a Microsoft 365 subscription, you get the latest Office apps—both the desktop and the online versions—and updates when they happen. On your desktop, on your tablet, and on your phone.* Microsoft 365 + your device + the Internet = productivity wherever you are. OneDrive makes the work you do available to you from anywhere—and to others when you collaborate or share. Help at every turn. Email, chat, or call and talk to a real live person. Get Office today—choose the option that's right for you
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    Starting Price: $5 per user per month
  • 28
    Mailchimp

    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.
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    Starting Price: $9.99 per month
  • 29
    Haystack

    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
  • 30
    Slack

    Slack

    Salesforce

    Slack is a cloud-based project collaboration and team interaction software solution specially designed to seamlessly facilitate communication across organizations. Featuring powerful tools and services integrated into a single platform, Slack provides private channels to promote interaction within smaller teams, direct channels to help send messages directly to colleagues, and public channels that enables members across organizations to start conversations. Available on Mac, Windows, Android, and iOS apps, Slack offers a plethora of features that include chat, file sharing, collaborative workspace, real-time notifications, two-way audio and video, screen sharing, document imaging, activity tracking and logging, and more.
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    Starting Price: $6.67 per user per month
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