--- title: "Inselligence Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Inselligence Software - reviews, pricing plans, popular comparisons to other Sales Tracking products and more." source_url: "https://www.capterra.com/p/10016022/Inselligence/" page_type: "product" language: "en" --- # Inselligence Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Inselligence ## What is Inselligence? Inselligence is a Sales Tracking platform that helps B2B organizations optimize their sales process by identifying bottlenecks across sales, marketing, and revenue teams. It uses data-driven insights to improve win rates, shorten sales cycles, and enhance forecast accuracy. With intuitive reports and dashboards, Inselligence tracks pipeline progress and ensures full-funnel accountability, enabling teams to manage and drive growth effectively. It also supports CRM audits, business trend forecasting, and churn reduction, helping businesses refine their sales strategies. From lead generation to deal closure, Inselligence provides comprehensive tracking and solutions for every stage of the sales process. Start Your 14-Day Free Trial Today and Get Instant Insights! ## What is Inselligence used for? [Revenue Management](https://www.capterra.com/revenue-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Sales Engagement Platform](https://www.capterra.com/sales-engagement-platform-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Inselligence?[Manage this product listing](https://www.g2.com/products/inselligence/claim_requests/new?auto=true) ## Inselligence Overview Updated September 2026 AI summary Inselligence equips small and midsize B2B organizations with sales and revenue management tools focused on forecasting, price optimization, and performance analytics. Deployed via the cloud, it supports data-driven decision-making through dynamic pricing, real-time dashboards, workflow automation, and integrations with leading CRM and ERP platforms, making it suitable for businesses seeking structured sales pipeline oversight and actionable insights. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Inselligence 5.0 (5) VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price Contact vendor Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (5) Ease Of Use 4.0 (18,145) Value For Money 5.0 (4) Value For Money 4.0 (12,831) Customer Service 5.0 (4) Customer Service 4.1 (14,063) ## Inselligence alternatives Highest Rated [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [4.5 (3,062)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132666/Pipedrive/) ## FAQs about Inselligence Overview ### What company size and specific industries is Inselligence built for? Inselligence is designed for B2B organizations of varying sizes that want to improve sales performance by identifying constraints in each stage of the sales process. It is best suited for business-to-business companies across industries that rely on structured sales pipelines and data-driven revenue analysis. Features and Usability ### What are the key features of Inselligence? Inselligence offers sales and revenue tools like CRM, lead management, pipeline management, deal management, and sales forecasting. It also includes analytics and reporting features such as KPI monitoring, real-time reporting, benchmarking, cohort analysis, and dashboard creation, plus workflow automation, access controls, and third-party integrations. Integrations ### Which third-party tools and platforms does Inselligence integrate with? Inselligence integrates with 10 third-party tools and platforms, including HubSpot CRM, Salesforce Sales Cloud, Salesforce Platform, Dynamics 365, Pipedrive, Zoho IoT, NetSuite, Creatio CRM, Applied Epic, and Peeklogic Salesforce – Jira Connector. The catalog covers CRM, sales, insurance, ERP, and connected-data workflows. Answer based on 2 reviews Getting Started and Support ### What training and onboarding options does Inselligence offer? Inselligence provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer written and visual reference materials for self-paced learning and feature review. Getting Started and Support ### What customer support options does Inselligence offer? Inselligence provides email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live rep, and chat. Support experience details are not available here, so no claim can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 383 Sales Tracking reviews Capterra data shows that buyers of Revenue Management software rank the following features as their top priorities: - **Billing & Invoicing** (**51%** of reviewers rated this feature as critical) - **Dynamic Pricing** (**63%**) - **Price Optimization** (**57%**) Inselligence includes **Dynamic Pricing** and **Price Optimization**, giving revenue teams the tools to adjust rates based on market conditions and improve pricing decisions over time. However, it does not include **Billing & Invoicing**. Instead, it offers **Forecasting** (**37%**), which helps businesses anticipate demand trends and plan revenue strategies more effectively, allowing teams to make better pricing and planning decisions. Price Optimization 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Track factors that affect pricing and adjust prices accordingly to increase sales Forecasting 5.0 (3) 133.33% of 3 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends Reporting/Analytics 5.0 (3) 133.33% of 3 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Alerts/Notifications 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Dashboard 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics Financial Analysis 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Inselligence 120 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Behavior Tracking: Track visitors'/audience's responses across web pages and other optimized content - Benchmarking: Compare key metrics for the business against prominent players in the industry - Budgeting/Forecasting: Create budgets based on historical data and future projections - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Tracking: Track the performance of marketing campaigns across multiple channels. - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Cohort Analysis: Analytics that breaks the data in a data set into related groups/categories. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Competitive Analysis: Evaluating strengths and weaknesses of companies with the same target audience - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integration: Integration with third-party CRM systems - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Aggregation: Collect, process and structure data from multiple sources for further analysis - Data Blending: Merge data from multiple sources to a single data set - Data Cleansing: Removes data that is incomplete, inaccurate, or irrelevant from a dataset - Data Connectors: Connect to big data sources - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Visualization: Graphical representation of data - Deal Management: Defines specific deal parameters to negotiate and secure deals - Demand Forecasting: Forecast customer demand using historical insights and simulations - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Dynamic Modeling: Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. - Dynamic Pricing: Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Functions/Calculations: Perform various mathematical calculations using the data - Goal Management: Allows employees to set and manage work or career related goals - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Historical Trend Analysis: Review data from past periods to reveal recurring tendencies - Interactive Elements: Various components within a system including buttons, clickable icons, hover effects, and more - Interactive Reports: Edit and personalize data view as needed - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - KPI Monitoring: Tracking the status of previously identified performance measurements - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Mobile Dashboards: View and present dashboard on mobile devices - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Multi-Channel Attribution: A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey - Multi-Channel Data Collection: Collect information from multiple sources - Multi-Currency: Manage and handle various international currencies - Multiple Data Sources: Allows users to manage data from a number of sources - Ongoing Performance Tracking: Provides real-time feedback and assessments on employee performance, skills, and accomplishments - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Predictive Analytics: Predict future data based on historical data sets - Price Optimization: Track factors that affect pricing and adjust prices accordingly to increase sales - Private Dashboards: Share dashboard screen within private user groups - Productivity Tools: Tools to facilitate the production of information and promote efficiency - Profitability Analysis: Evaluate the degree to which business operations bring monetary gains - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Public Dashboards: Publish dashboard publicly on various platforms - Quota Planning: Plan target quotas that sales representatives are expected to meet within a specific period. - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Recommendations: Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Planning: Define sales targets and create strategies to meet goals or marketing results - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department - Statistical Analysis: Apply statistical/mathematical models to sets of data - Status Tracking: Track the status over time for a request, process, asset, or transaction - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Training Management: Track employee/learner's progression through training programs - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Website Analytics: Track and analyze information regarding website visitors - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (5) 5.0 Based on 5 reviews ## Pricing Value for money 5.0 (4) Free Trial See the Power of Inselligence for Yourself and Start 14-Day Free Trial Today. Reps actively managing deals It includes: - Lead Management - Sales Process Improvement - KPI Dashboards - Sales Optimization - Sales Forcasting - Sales Bottlenecks - Marketing Analytics - Pipeline Management Value for money 5.0 (4) 5.0 Based on 4 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[ Creatio AI CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[ Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (4) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (4) 5.0 Based on 4 reviews ## User reviews Overall rating 5.0 Based on 5 reviews Filter by rating 5(5) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent TS Tomas S. Founder Financial Services ### "Forecasting " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 4, 2024 Improving revenue generation and management Pros make our sales process more efficient and more accurately forecast sales production. Cons We learned that we have to include our sales management team since day one Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. RG Rodrigo G. Broker Owner Real Estate ### "Inselligence" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 December 7, 2023 Very knowledgeable team regarding sales process Pros From day 1, added value to sales process Cons Challenged my assumptions and sales process Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. JG Jason G. COO Real Estate ### "Amazing product " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 7, 2023 Extremely positive experience. The team was knowledgeable and helped us buildout out our pipeline more efficiently which directly lead to more deal flow and closings. Pros It allowed us to properly identify the inefficiencies and back logs in our sales pipeline and focus our energy in the right areas. Cons Really no fault to Inselligence but it took us a few tries to find our proper milestones. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. AD Aaron D. CEO Real Estate ### "Inselligence for title/real estate/technology" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 4, 2023 Pros I loved the ease of integration and customization of metrics and indicators. Cons My business is rather unique, so it was less about liking inselligence and more around capability of existing products, databases and fields we currently utilize in existing CRMs and production systems Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. CC Charles C. Regional Director Real Estate ### "Favorite new tool " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 1, 2023 The customer service is exceptional and I am glad we use Inselligence! Pros Inselligence is where I start my day. The "keep it green" screen identifies where I need to turn my attention and keep me on track to hit my goals. The UI is user friendly and allows me to customize how I want my data to be presented. Cons The Inselligence team regularly makes improvements to the UI and in the beginning it was a little frustrating when they would move or change a feature. However, they have fine-tuned the UI and it has remained consistent. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.