Business Software for Insightly

Top Software that integrates with Insightly as of October 2026

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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
    Zendesk

    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.
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    Starting Price: $25/agent/month
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  • 2
    ActiveCampaign

    ActiveCampaign

    ActiveCampaign

    ActiveCampaign is the autonomous marketing platform that transforms how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Within a single tool, you get real-time reporting and proactive optimizations in addition to market-leading deliverability and integration with 1000+ apps. With a user-friendly interface and a comprehensive suite of features, ActiveCampaign's platform is powerful, accessible, and designed to scale with your business. It's also easy to get started: While traditional tools force teams through long setup cycles and training, ActiveCampaign delivers measurable lifts in engagement and conversions in days. 89% of surveyed customers say the platform meets their business needs better than the competition, and 88% say ActiveCampaign delivers value faster than competitors. Read our ROI report for methodology
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    Starting Price: $15 per month
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  • 3
    Google Workspace
    Google Workspace with Gemini integrates premium AI into Gmail, Docs, Drive, Meet, and more, helping businesses work smarter, not harder. Draft emails faster, generate ideas, and summarize documents effortlessly with AI-powered assistance. Manage tasks, schedule meetings, and stay organized across devices with seamless collaboration tools. Whether you're handling client communications, creating content, or running daily operations, Workspace helps businesses stay productive and focused. Workspace provides companies with professional branding (e.g., name@yourcompany), pooled cloud storage, and strict data privacy, ensuring your business data belongs entirely to you and is never used for advertising purposes. Gemini, Google’s most powerful AI, is now seamlessly integrated into the apps you already use. Instead of juggling fragmented apps, Workspace offers a unified, highly productive environment. Save 25% today on any plan (Starter, Standard, or Plus) for your first 3 months by clicking "Save 25%" above!
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    Starting Price: $7/user/month
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  • 4
    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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  • 5
    Xero

    Xero

    Xero

    Save 80% for 4 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: $20/month
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  • 6
    Hubstaff

    Hubstaff

    Hubstaff

    Hubstaff is a time tracking software that helps teams log hours, monitor productivity, and automate payments — whether remote, hybrid, in-office, or field-based. Available on desktop, web, and mobile, Hubstaff enables employees to track time against specific tasks and projects from anywhere. Managers get built-in visibility through app and URL usage data, activity rates, and optional screenshots — all configurable by user role. Designed for global, growing and distributed teams, Hubstaff includes built-in productivity monitoring and workforce analytics to help businesses analyze how time is spent, identify inefficiencies, and improve performance — without micromanagement.
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    Starting Price: $4.99/user/month
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  • 7
    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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  • 8
    Process Street

    Process Street

    Process Street

    Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.
    Starting Price: $1500/month
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  • 9
    Aircall

    Aircall

    Aircall

    Aircall is an AI-powered customer communications and intelligence platform that unifies phone, messaging, and call center operations. Designed for sales and support teams, it enhances every interaction with features like AI Voice Agents, real-time conversation coaching, and integrated WhatsApp messaging. With powerful analytics, call recording, and shared inboxes, teams gain clarity and can resolve customer issues faster. The platform is easy to set up, offering quick number claiming, seamless integrations, and customizable workflows. Trusted by over 23,000 companies worldwide, Aircall helps businesses improve connection rates, boost CSAT scores, and streamline onboarding. By combining automation with human-first AI, Aircall reduces busywork so teams can focus on building better customer relationships.
    Starting Price: $30/user/month
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  • 10
    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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  • 11
    Kantata

    Kantata

    Kantata

    Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing. Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team based on skills, availability, and scope • Easily amplify institutional knowledge by turning past experience into real-time intelligence • Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment
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  • 12
    Shift

    Shift

    Shift Technologies Inc.

    Shift is a fully customizable browser where you can drag and drop apps, bars, and controls to create a central hub that adapts to however you work. Integrate 1,500+ apps, swap instantly between Spaces for work, side hustles or personal browsing, and stay logged into multiple accounts at once. Shift is also 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. - Shift AI: A built-in AI assistant to help you work smarter across every tab and app
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    Starting Price: Free
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  • 13
    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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  • 14
    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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  • 15
    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
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  • 16
    Freshdesk

    Freshdesk

    Freshworks

    Freshdesk (a product of Freshworks Inc.) is a modern, AI-powered customer service solution with enterprise capability without the enterprise complexity. Freshdesk unifies channels, conversations, AI capabilities, customer insights, and advanced ticketing into one place in the Freshdesk Command Center so agents are ready to resolve complaints. With Freddy, People-first AI, customer service teams can take AI agents live in minutes to fully resolve complex and simple queries, get response and resolution assistance from AI copilot, and stay ahead with AI insights. Freshdesk also comes packed with advanced workflows, automations, and self service so you can easily set up and scale customer service on any channel–whether you’re a support team of 10 or 500. Freshdesk is quick to set up, easy to use, and designed for rapid impact—it delivers 225% ROI, 95% omnichannel first contact resolution rate, and up to 80% resolutions with AI agents.
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    Starting Price: $29/month/user
  • 17
    Microsoft 365

    Microsoft 365

    Microsoft

    Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.
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    Starting Price: $9.99/month
  • 18
    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. Mailchimp Transactional adds API-first email and SMS delivery with 99.99% uptime and sub-second speed.
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    Starting Price: $9.99 per month
  • 19
    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
  • 20
    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!
  • 21
    Agolix by Assessment Generator
    Agolix® offers software for creating customized online quizzes, assessments, and surveys, with 360-degree evaluations available on Professional plans. Choose from automated or custom scoring and provide respondent feedback via on-screen, email, and PDF. The software supports seven question formats — binary, drop-down, text entry, multiple choice, scale, ranking, and forced choice — with AI-generated options available. Advanced plans add conditional logic, showing or hiding questions based on set criteria. Add your logo and brand colors to personalize your assessments and feedback. Creating assessments is quick and easy with onboarding and reference guides, plus client success support, at no added cost. Engage potential clients by starting conversations with assessments, ideal for lead qualification, client and employee onboarding, and coaching. By utilizing assessments, you establish credibility, build trust, identify high-quality clients, and generate revenue automatically.
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    Starting Price: $34 per month
  • 22
    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
  • 23
    Axis LMS

    Axis LMS

    Atrixware

    Axis LMS is a powerful, flexible learning management system built for businesses that take training seriously. Whether you’re onboarding employees, managing certifications, or delivering compliance training, Axis LMS makes it easy with automation, customization, and robust reporting. Designed for real-world use, it supports video, SCORM, quizzes, surveys and much more - all in a responsive, mobile-friendly interface for users. With powerful admin tools and branding options, Axis LMS helps you create engaging learning experiences that scale with your organization, both online and virtual classrooms. Trusted by organizations of all sizes since 1997, Axis LMS combines enterprise-level power with small-business flexibility. Whether you have 25 users or 10,000+, Axis LMS delivers a reliable, scalable solution that evolves with your training needs.
    Starting Price: $169/month
  • 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
    Cyclr

    Cyclr

    Cyclr

    Cyclr is an embedded integration toolkit (embedded iPaaS) for creating, managing and publishing white-labelled integrations directly into your SaaS application. With a low-code, visual integration builder and a fully featured unified API for developers, all teams can impact integration creation and delivery. Flexible deployment methods include an in-app Embedded integration marketplace, where you can push your new integrations live, for your users to self serve, in minutes. Cyclr's fully multi-tenanted architecture helps you scale your integrations with security fully built in - you can even opt for Private deployments (managed or in your infrastructure). Accelerate your AI strategy by Creating and publishing your own MCP Servers too, so you can make your SaaS usable inside LLMs. We help take the hassle out of delivering your users' integration needs.
    Starting Price: $1599 per month
  • 26
    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
  • 27
    Slack

    Slack

    Salesforce

    Slack is a work collaboration platform that brings people, apps, data, and AI agents together in one shared workspace. It helps teams communicate through channels, direct messages, huddles, Slack Connect, files, canvases, lists, workflows, and integrations. The platform includes Slackbot, a context-aware AI agent that can summarize conversations, search across messages and files, prepare users for meetings, analyze documents, and help complete tasks without leaving Slack. Slack also supports connected apps such as Salesforce, Google Drive, GitHub, Zoom, Asana, Box, Workday, ChatGPT, and many others. Teams can use Workflow Builder to automate stand-ups, project updates, approvals, notifications, and routine business processes. With enterprise search, AI assistance, secure collaboration, and a large integration ecosystem, Slack helps organizations stay aligned, move faster, and reduce work scattered across disconnected tools.
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    Starting Price: $8.75/user/month
  • 28
    Zoom

    Zoom

    Zoom Communications

    Enterprise video conferencing with real-time messaging & content sharing with Zoom Meetings & Chat. Simplified video conferencing and messaging across any device. Enable quick adoption with meeting capabilities that make it easy to start, join, and collaborate across any device. Zoom Meetings syncs with your calendar system and delivers streamlined enterprise-grade video conferencing from desktop and mobile. Enable internal and external communications, all-hands meetings, and trainings through one platform. Bring HD video and audio to your meetings with support for up to 1000 video participants and 49 videos on screen. Multiple participants can share their screens simultaneously and co-annotate for a more interactive meeting. End-to-end encryption for all meetings, role-based user security, password protection, waiting rooms, and place attendee on hold. Record your meetings locally or to the cloud, with searchable transcripts. Zoom also offers a HIPAA compliant plan for healthcare.
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    Starting Price: $14.99 per user per month
  • 29
    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, HubSpot's Smart CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your customers 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. The 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
  • 30
    Zoho CRM
    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.
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    Starting Price: $14.00/month/user
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