--- title: "i-linked Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about i-linked Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/106088/i-linked/" page_type: "product" language: "en" --- # i-linked Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 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)[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/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $24 Flat Rate, Per Month 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 i-linked?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.i-linked.net/&name=i-linked) ## i-linked Overview Updated August 2026 AI summary i-linked is a CRM solution for organizations of all sizes seeking to manage contacts, leads, and partner relationships, with particular relevance for those coordinating with external vendors. Delivered as a cloud-based platform, it combines contact and lead management, document storage, interaction tracking, quotes, segmentation, and options for email marketing, marketing automation, referral tracking, and territory management. ## 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 (4,484)](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 (4,385) Value For Money 5.0 (2) Value For Money 4.3 (3,514) Customer Service 4.5 (4) Customer Service 4.4 (3,524) ## i-linked alternatives [4.4 (18,807)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,996)](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 Highest Rated [4.7 (743)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (825)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars ## FAQs about i-linked Overview ### What company size and specific industries is i-linked built for? i-linked is designed for insurance companies, professional employer organizations, and human resources firms that need to connect with partners and third-party vendors. The product suits businesses in these sectors rather than a broad general market, making it most relevant for organizations managing external business relationships. Features and Usability ### What are the key features of i-linked? i-linked offers lead generation and lead management, plus marketing automation for segmented campaigns. Core sales features include contact management, interaction tracking, quotes and estimates, and territory management. It also includes a calendar and reminder system, document storage, internal chat integration, email marketing, and referral tracking. Getting Started and Support ### What training and onboarding options does i-linked offer? i-linked provides in person training, live online sessions, webinars, and documentation. In person training supports guided instruction on site, live online sessions allow remote instruction, webinars cover scheduled topic-based learning, and documentation offers written reference material for self-paced review. Getting Started and Support ### What customer support options does i-linked offer? i-linked provides chat support. No reviewer feedback is available to describe response speed, helpfulness, or common support issues, so the support experience cannot be assessed from user comments. ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) i-linked includes **Contact Management** and **Lead Management**, giving sales teams a clear way to organize customer details and track potential buyers through early-stage outreach. However, it does not include **Sales Pipeline Management**. By supporting **Contact Management** and **Lead Management**, the product helps businesses keep prospect information accurate, follow up with leads more consistently, and maintain stronger visibility into customer relationships. 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 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 Calendar/Reminder System 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks 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 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 i-linked 13 features ### All Features - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Contact Management: Manage, organize, and store contact information - Document Storage: Store and organize documents in a centralized system - Email Marketing: Create and send email blasts/campaigns - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - 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 - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Segmentation: Group leads or contacts based on their specific characteristics - Territory Management: 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 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 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 AN 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! ## 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.