# i-linked Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about i-linked Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/106088/i-linked

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# 

 i-linked Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

i-linked

## What is i-linked?

CRM system focusing on the PEO (Professional Employer Organization) and insurance industries. CRM for brokers, agents, PEOs - 75% reduction in PEO sales cycle - Referral Management - RFP Submission Management - One to one PEO / Broker Management - One to many PEO/Broker Management - One to many Brokerage/Agent Management - PEO quoting - Online commissions - Online fulfillment of all RFPs, forms and contracts Pre-filling of all forms-apps-contracts - Lead Generation - DataMining - Marketing

## What is i-linked used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)

Overall rating

Based on 4 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$24

Flat Rate, Per Month

Free trial  
available

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Do you work for i-linked?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.i-linked.net/&name=i-linked)

## 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.

### i-linked

4.8 (4)

VS.

[4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

$24

Flat Rate, Per Month

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (4)

Ease Of Use

4.4 (4,352)

Value For Money

5.0 (2)

Value For Money

4.3 (3,488)

Customer Service

4.5 (4)

Customer Service

4.4 (3,496)

## i-linked alternatives

[4.4 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

[4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Highest Rated

[4.7 (722)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

[4.5 (820)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Contact Management

3.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Document Storage

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

Interaction Tracking

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Track interaction history by documenting conversations for contacts

Lead Management

3.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Marketing Automation

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Automate workflows and trigger campaigns based on customer actions

Quotes/Estimates

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Generate quotes or estimates for customers

i-linked 11 features

Manage, organize, and store contact information

Store and organize documents in a centralized system

Create and send email blasts/campaigns

Track interaction history by documenting conversations for contacts

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Automate workflows and trigger campaigns based on customer actions

Generate quotes or estimates for customers

Log and store the source of contacts/leads

Group leads or contacts based on their specific characteristics

Organize customer data and accounts by user or geography

Get Advice

We can help you find the software with the features you need.

Features

4.5 (2)

4.5

Based on 2 reviews

## Pricing

Value for money

5.0 (2)

Free Trial

Basic

$24.00

Flat Rate,Per Month

Value for money

5.0 (2)

5.0

Based on 2 reviews

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## Support, customer service and training options

Customer Service

4.5 (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

4.5 (4)

4.5

Based on 4 reviews

## User reviews

Overall rating

4.8

Based on 4 reviews

Filter by rating

5(3)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AU

Anonymous User

Teacher of English

E-Learning

### "My experience with linked"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

5/10

May 5, 2021

Great

Pros

Great community with others and change experience

Cons

Nothing but it is easy to use and collaborate

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RK

Russell K.

PEO Broker

Insurance

### "Great workflow and loaded with features"

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

April 17, 2017

Great piece of software. really helps manage all of my accounts and makes the whole process of working the account go much more smoothly. Any time I've had an idea about a feature, support was more than willing to discuss it with me and that in and of itself is amazing. They are always adding new features that increase ease of use and functionality. This is probably one of the best CRMs I've used. very pleased with the customer support and the features. everything else is great too but they really shine there!

Pros

Loaded with features and always adding more and not pointless stuff either features that are actually useful! Customer support is outstanding, they are super responsive and are always looking for feedback and ways that they can improve the software. There in software email and messaging makes it easy to contact clients right from within the system easy and convenient.

Cons

I'll let you know if I come across any.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

April 17, 2017

Thank you for your kind review Russell. We know it is you guys that we work for! Our goals are simple to maintain, provide the best experience we can to every user we touch. Please don't hesitate to let us know how we can help you best reach your goals. Lee Lee Tuck i-group, inc.

LT

Logan T.

President

### "i-linked CRM Is A User Centric Software That Has Allowed Me To Process More Business Efficiently. "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

November 11, 2015

I use the i-linked CRM to conduct all aspects of my business as a PEO brokerage from the time the initial lead comes in, through the sales and set up process, and to conduct follow up after the sale. i-linked allows me to input all data, store all documents, pre-fill needed forms, send all forms/docs, and communicate with all involved parties in one place. It also allows complete transparency and accountability with a running history of messages/notes and status updates as the process moves forward. i-linked has easily increased productivity by 60% for my company by linking the lead suppliers, brokers in my organization, and the PEO's I submit business to. I would recommend i-linked to any business in the PEO industry whether you are an independent broker, a large brokerage, an MGA that supplies leads to brokers, or a PEO that writes the accounts.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

November 11, 2015

Thank you for your review. Our goal is to help our clients and partners grow. Every year we serve you represents a new opportunity to help you grow the business you want!

DS

David S.

Owner

### "We put i-linked into our company a little over a year ago. The difference has been amazing!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

November 9, 2015

There are a lot of pros to the system, especially if you're in the employee leasing business. The software is designed specifically for the PEO and health world. The software does have a few limitations that I would love to see filled up, but I have seen that with each new release from the software it serves to erase another small irritant that I have with the system. Overall, the small concerns that I have with the program do not amount to enough to make me regret signing on with them. We instituted the system at our company a little over a year ago and the difference has been amazing. Our ability to track our clients, move files efficiently through our office and in general increase the efficiency of our support staff has been nothing short of amazing. There are other CRM's out there that we have worked with, and I can't speak to all of them, but I personally find i-linked to be much more user-friendly, customized to our industry and more customer service oriented than any of the others that we have used previously.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

November 11, 2015

Thanks for your review of i-linked.net! We appreciate your business and look forward to being a catalyst in your growth!

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