Page 10 | Compare Business Software for Insightly: April 2026 Reviews & Comparison

Akita

Managing customers is difficult. Make it easy with Akita, the hub for all your customer data, activity, and metrics. Try us for an engaged, healthy, and growing customer base. Akita lets you setup unlimited Customer alerts so you can take action when a customer is at risk of churn or ripe for upselling. Akita allows you to create powerful Customer segments; enabling you to tailor your Customer Success efforts to each customer's unique requirements. Trigger pre-defined workflows in response to Customer behavior or attributes. Create tasks and send messages directly from your own mailbox. Automate your Customer Success workflows and free up your time for more high-value tasks. Akita's Customer Success planner helps you create, schedule and manage your tasks from one simple interface so you can streamline your day-to-day workflow. Akita provides the most powerful Customer Health Scoring in the market giving you at-a-glance information about each customer.

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Mad Mimi

Mad Mimi is the easiest way to create, send, share and track email newsletters online. Mad Mimi is for people who want email marketing to be simple. Every day, over 40 million emails are sent, shared and tracked using our delightful and powerful service. If you want beautiful, mobile-friendly emails, then let Mad Mimi guide your design. Using Mad Mimi's exquisite ultra-clean interface and thoughtful style-design approach, you’ll be able to cook up the best-tasting emails on the block. Mad Mimi has spurned the outdated concept of cluttered layouts and embraced a creative concept where you only use what you need. Guiding you gently into a streamlined serenity that looks flawless in all email environments. Use styles to show your plumage and Modules to house your content and you’ll be ready to send an exquisite email in minutes. Save your customized styles or clone your work to never lose that design masterpiece.

Starting Price: $10 per month

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High Attendance

Manage thousands of events including landing pages, attendee tracking, custom registration forms and the full lifecycle of attendee experience. Capture contact information from hundreds of lead retrieval systems, scan business cards and push opportunities directly to other systems. Deliver interactive games, surveys, giveaways and collateral while tracking the behavior and digital footprint of every attendee. Manage, register and track attendees through the entire event lifecycle. Display, engage and track the contact information and behavior of every visitor to your exhibits. Leverage online or face-to-face events and push event data in realtime to where you need it. No matter where you are, we are just seconds away. Support is available to you no matter the question (complex or simple). High Attendance allows customers unlimited use of the entire system, including users and administrators, multiple divisions, unlimited events and displays.

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Bidsketch

Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before.

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Stackla

Nosto

Stackla solves modern markets’ biggest challenge: the never-ending need for engaging and effective visuals to support all their campaigns, channels and audiences. Stackla’s AI-powered visual content platform helps marketers discover and obtain the rights to billions of authentic user-generated visuals from across the social web, then seamlessly manage, publish and optimize those visuals alongside their existing branded assets to deliver engaging and personalized experiences at scale. Save time and money on the content you need to fuel all your marketing activities by curating the engaging, diverse, and freely available visuals your happy customers create about your brand online every day. Easily find, engage, and reward your best brand advocates to build loyal communities and rich libraries of authentic, high-quality content that delivers real ROI across all your customer touchpoints.

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Smily

Smily is a comprehensive vacation rental management software designed to streamline operations for property managers and owners. It offers features such as a Channel Manager for maximum visibility and prevention of overbookings, a customizable Direct Booking Website to optimize direct reservations, and a Property Management System (PMS) to centralize all property data. Additionally, Smily provides a Unified Inbox to manage all guest communications in one place, facilitating efficient and organized interactions. These tools collectively aim to enhance booking management, improve guest experiences, and increase overall operational efficiency for vacation rental businesses.

Starting Price: €285 per property per month

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Gust

Mission-critical business tools. Powerful performance benchmarks. Trusted fundraising recommendations. Gust supports you at every point along your entrepreneurial journey so when it’s time to raise money, you have the best shot at investment. With over 800,000 founders and 85,000 investment professionals on our platform, we’ll connect you to the whole startup ecosystem. We understand what investors want to see from a startup, and we can help you put your best foot forward. With powerful performance benchmarks, tailored feedback, and clear next steps for your startup, you’ll learn where to focus your efforts and find the tools you need to execute right at your fingertips. Our mission is to help founders win. Whether your next milestone is initially setting up your company the right way or successfully closing a Series C, we are here to help you hit it.

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Azquo

Azquo is a ground-breaking Business Intelligence tool that saves time and resources by combining processing, calculation and analytics in a single platform which integrates seamlessly with Excel. Its unique Smart Data Store acts as a virtual ‘Satellite Data Warehouse’ which connects with all your internal and external data sources/repositories without any disruption to existing systems. Its control and reporting interface is Excel-based, meaning that Line of Business Analysts can extract the information they need simply, whilst providing total transparency for their Data Scientist colleagues in the I.T. department. Azquo® is an innovative new approach to Business Intelligence and to the way in which data is stored, labelled and used by a computer. No other system for reporting is capable of the flexible efficiencies that can be achieved by Azquo. We don’t call it a database as such – because that suggests a dimensionality that simply doesn’t exist in Azquo.

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Groove

Clari

Groove, a Clari Company, is the leading sales engagement platform for enterprises using Salesforce. Built for the needs of relationship-based sellers, Groove increases rep productivity, drives Salesforce adoption, and provides revenue leaders with key insights to know what’s driving their business. Because Groove is Salesforce native, it has the most advanced activity capture in the industry, ensuring that revenue teams can rely on accurate reporting and forecasting, lowered compliance risk, and streamlined administration. Whether it’s automating CRM data entry or empowering reps to generate pipeline and close more deals, Groove gives reps 20% of their week back to focus on high-value activities. Over 70,000 people use Groove at some of the world’s largest and fastest-growing companies, including Google, BBVA, Atlassian, Uber, and Capital One. Groove has ranked #1 in customer satisfaction on G2 over 18 consecutive quarters.

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Happy Grasshopper

Let's take your tired, busted, rat's nest of a database and turn it into a lead generating powerhouse via email, text, voicemail drop, and handwritten card. Find out why over 10,000 agents rely on us for lead conversion, recruitment, and generating more business from their past clients and sphere of influence. We'll import your contacts from any source, merge, de-duplicate, and title case correct them. This is the first step towards database mastery! Our robot hands craft organic-looking messages on Hallmark quality cards. Stamped and delivered for you. Increase lead response and conversion by dropping strategic voicemails without ringing their phones. Massive open rates. Phenomenal reply rates, and risky, risky, risky if you're doing it wrong. We'll queue up the people engaging with your other content for easy reach out via Messenger. Conversation starting posts curated for you by our crack team of professional writers.

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zBuyer

We come in contact with thousands of people nationwide via numerous national marketing campaigns. We are skilled at marketing, and constantly develop new campaigns to strengthen our network. Information submitted to us by home sellers or buyers is analyzed, aggregated and distributed directly to zBuyer network members. Don't expect a deal or listing from every lead: You've heard it said many times… it's a numbers game. zBuyer's value becomes most apparent when you give it time to work for you and prove its value. We strive to provide the best customer service in the business. If you have a question or an issue, just call us. We are happy to help you.

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Quote Roller

PandaDoc

All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time.

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Cloud4Wi

Cloud4Wi helps enterprises unlock the power of physical locations. With our cloud platform, enterprises can offer a seamless, secure WiFi access and unleash innovative location-aware experiences, while driving business outcomes – without any additional workload for IT staff. With over 150 million mobile users connected across 70,000 locations in more than 150 countries, Cloud4Wi is the trusted partner of leading global enterprises –including Albertsons, Aldi, Burger King, Campari Group, Carmila (Carrefour Group), Guess, Gruppo FS Italiane, Prada Group, Puma, Raia Drogasil and Valentino– to drive business outcomes.

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Web Insights

Enables intelligent opportunity routing, which will revolutionize your sales and marketing processes. Web Insights is the global leader in website visitor automation, helping B2B enterprise organizations capitalize on engaged website opportunities, in real-time. Benefit from automated lead generation to instantly discover engaged website visitors. Route the right opportunities to the right people at the right time. Empower your team with valuable insight and intelligence. Seamless integrations, endless possibilities. Close more sales than ever before and drive business success. The right opportunities, routed to the right team, at the right time. Engaged opportunities, delivered to your sales, marketing or account management teams, seamlessly and in real-time. Web Insights empowers your business to grow, by giving your team valuable intelligence to enable you to generate more sales, and drive revenue.

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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.

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Vervemail

According to an Econsultancy panel in 2014, respondents said the most important attribute in an email provider is a user-friendly interface. Just below this was the need for true real-time technical support. In short, technology is only as good as the support team behind it. If you can’t easily get the right answers right away, even the fanciest marketing tools are worthless. This is why we insist every client must have an account manager, for free. No silver package or bronze tier add-on. Whether you are a non-profit or a political campaign, your account manager will have personal experience working with companies like you. From initial training to more complicated tasks like building automated campaigns, your account manager will be there to help every step of the way. Stop calling support lines and opening anonymous chat windows. Come to VerveMail for truly helpful support. Email is perhaps the most formidable weapon in the fundraising battleground.

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Canvass

True visibility for sales reps and sales managers from the first customer interaction to installation. Canvass keeps the sales rep from having to dive into the CRM while giving them and sales managers complete visibility into deal flow and the metrics behind it to help drive more productive sales teams. Coach is a mobile sales training and team collaboration tool that keeps your distributed teams connected and performing with decentralized training and communication. Compete is a competitive sales platform that facilitates 1 to 1, team to team, and company wide sales competitions, including round robin, battle royale, bracket style and more. Your team works hard to find and keep customers. The tools you use should work as hard as you do. Canvass gives you complete visibility of every phase of your sales activity, allowing you to make better, more informed decisions and to instill accountability within your sales team.

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Flatly

Sync data to flat files and sheets.

Starting Price: $ 49 per user per month

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BoldLeads

Last year alone, we helped thousands of agents generate over 1.2 million buyer and seller leads. We make it easy to generate leads and build a pipeline of prospects fast by giving you all the tools you need. Done-for-you buyer and seller lead generation. Follow-up is the key to success with real estate lead generation. We make it easy to stay top-of-mind! We make it easy to follow up with your pipeline of prospects fast. We create professional ad campaigns, delivering the resulting leads directly to the BoldLeads CRM. A suite of tools to engage your leads and grow your business.

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AnswerConnect

Keep your business human with 24/7 call answering from a team of real people. Customizable call scripts help you to capture the best opportunities. With over 20 years of experience, our professional virtual receptionists deliver exceptional service on every call. Features: -- People-powered, professional, and friendly customer support. -- 24/7 call answering, live chat support, appointment scheduling, lead qualification, and more. -- Integrate with popular apps and platforms, e.g., Salesforce, Hubspot, and Zoho. -- Best-in-class mobile app to organize prospect and client communications.

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Blotout

Activate customer journeys with complete visibility using infrastructure-as-code. Blotout’s SDK offers companies all of the analytics and remarketing tools they are accustomed to, while offering best-in-class privacy preservation for the company’s users. Blotout’s SDK is out of the box compliant with GDPR, CCPA & COPPA. Blotout’s SDK uses on-device, distributed edge computing for analytics, messaging and remarketing, all without using user personal data, device IDs or IP addresses. Measure, attribute, optimize, and activate customer data with 100% customer coverage. The only stack that gives you the complete customer lifecycle by unifying event, online, and offline data sources. Establish a trusted data relationship with your customers to build loyalty and maintain compliance with the GDPR and global privacy laws.

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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.

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Documati

Documati is a high volume document generation software that integrates with any CRM or ERP. Leverage our scalable REST API from Zapier, RPA platforms, no-code and low-code platforms or your custom build applications. Open your CRM in Chrome browser, choose a document template and simply click the button. You just generated a Word, PDF or PowerPoint document filled with the data from your CRM. Look how a tedious routine turns into a 1-minute activity. Connect to any CRM without starting a costly CRM integration project. Generate 100s of documents in 1 minute by merging data into the template. Just connect your CRM system and click the button. The last thing is to look while Documati fill out your document.

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Enerflo

Enerflo creates efficiencies from lead to PTO to grow your solar business. As a true open platform, we invite you to bring your favorite tools and let Enerflo connect them all together. Trust your tech with us, and we’ll blow your mind. Enerflo Sales Core gives your reps the most unified solar sales process in the industry. One platform, one login, one seamless experience across the entire solar customer journey. Throw your most difficult contracting scenarios our way and we’ll amaze you with accurate, real-time contract building, integrated interconnection documents, secured signing, and more. Built specifically for the solar industry, other signing solutions simply can’t compete. With Enerflo’s integrated lending, sales reps no longer juggle multiple logins for solar finance portals. Our deep integrations with the industry's top lenders make quoting, applying, approving and signing seamless for all.

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Kindo

Kindo is here and work will never be the same. With just a few clicks, connect to any AI model, integrate with your current apps, and offload your endless tasks with workflows. Kindo streamlines your work so you get to focus on the best parts of your job—not all that extra stuff. The first self-serve Al platform that connects OpenAI's ChatGPT, Google Bard, Cohere Claude or any preferred AI model to your company's data in a secure and private manner. Work efficiently with seamless Al search, connect up to 200+ SaaS integrations, and easily create no-code AI-powered workflows. Ask questions about your data and get answers within seconds, no more having to dig through spreadsheets or wikis—Kindo securely layers AI tools over your existing apps to tackle all your burning questions.

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Voiceowl

The industry-leading, AI-native platform integrates seamlessly into every customer-facing aspect of your enterprise, enhancing efficiency and delivering unparalleled value. Leverage Gen AI automation for lead generation enabling enterprises to bridge the gap between their marketing and sales teams, scale outbound campaigns, and reduce costs. Supercharge B2B databases with AI automation. Verify leads, contacts, and designations at lightning speed, 1000x faster, one click away. Empower your sales reps by providing AI-assured leads in real-time by automating the lead qualification process with the power of Voice AI virtual agents. AI voice virtual agents navigate IVR systems and gatekeepers to initiate contact with potential customers, ensuring a smooth transition to a live human agent. With Gen AI-powered voice virtual assistants handling routine inquiries, enterprises can scale their customer support without increasing operational costs.

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Ema

Meet Ema, a universal AI employee who boosts productivity across every role in your organization. She is simple to use, trusted, and accurate. Ema’s the missing operating system that makes generative AI work at an enterprise level. Using a proprietary generative workflow engine, Ema automates complex workflows with a simple conversation. She is trusted, and compliant and keeps your data safe. EmaFusion model combines the outputs from the best models (public large language models and custom private models) to amplify productivity with unrivaled accuracy. We believe everyone could contribute more if there were fewer repetitive tasks and more time for creative thinking. Gen AI offers an unprecedented opportunity to enable this. Ema connects seamlessly with hundreds of enterprise apps, with no learning curve. Ema can work with the guts of your organization, documents, logs, data, code, and policies.

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Exopen

Plan and analyze revenue & finance for predictable impact. Connect your dots, form the equation, and achieve your goals. With Exopen, as a CFO and controller, you get everything you need to streamline your financial reporting, improve budgeting & forecasting processes, and create clear and insightful analyses for your stakeholders. With Exopen, you can work with modern and data-driven functionality that streamlines your budget and forecast process with integrated analysis in Power BI. You quickly get a total overview and higher precision in your budget, saving time. You always look at quality-assured data from your ERP, leading to faster insights for better strategic decisions about the business. Choose modules according to your needs to create a tailored budget and forecast process. With our planning tool, you can work with both account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis.

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Refold

Refold AI

Refold.ai offers enterprise-grade AI integration agents designed to automate complex workflows and manage legacy systems like SAP, Oracle Fusion, and Workday Finance. Their AI agents handle custom logic, unpredictable APIs, and integration challenges so teams can focus on product development instead of manual system work. The platform features memory graphs, real-time adaptation, and auto-fixing workflows that enable effortless scaling and robust integration lifecycle automation. Refold supports cloud and on-premise deployment across AWS, GCP, Azure, and air-gapped environments. Trusted by leading companies, Refold reduces integration bottlenecks, accelerating enterprise sales and cutting total cost of ownership by over 50%. It’s built for solution engineering, professional services, product teams, and AI teams needing seamless, scalable integrations.

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Unifonic

Unifonic is an AI-driven platform that enables personalized omnichannel customer engagement. It offers a range of communication channels, including SMS, WhatsApp, Messenger, push notifications, and voice, allowing businesses to connect with customers through their preferred mediums. The platform supports over 100 native integrations with tools like Salesforce, HubSpot, and Shopify, facilitating seamless workflow automation. Unifonic's Flow Studio provides pre-built templates for common use cases such as abandoned cart reminders, OTPs, and chatbot automation, simplifying the implementation of automated workflows. The platform is designed to enhance marketing efforts, streamline IT and operations with low-code development tools, and improve customer support by offering 24/7 AI-powered assistance. Unifonic has a global reach, with 95% coverage, over 25 billion messages sent, and more than 5,000 customers.

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Business Software for Insightly - Page 10

Top Software that integrates with Insightly as of April 2026 - Page 10

Akita

Mad Mimi

High Attendance

Bidsketch

Stackla

Smily

Gust

Azquo

Groove

Happy Grasshopper

zBuyer

Quote Roller

Cloud4Wi

Web Insights

upSWOT

Vervemail

Canvass

Flatly

BoldLeads

AnswerConnect

Blotout

Meltano

Documati

Enerflo

Kindo

Voiceowl

Ema

Exopen

Refold

Unifonic