--- 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" publication_date: "2026-10-21" --- # i-linked Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 21, 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://www.g2.com/products/i-linked/claim_requests/new?auto=true) ## 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. [4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $24 Flat Rate, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (4) Ease Of Use 4.5 (6,085) Value For Money 5.0 (2) Value For Money 4.3 (4,702) Customer Service 4.5 (4) Customer Service 4.4 (4,493) ## i-linked alternatives [4.6 (3,528)](https://www.capterra.com/p/132996/brevo/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 [4.6 (1,490)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.5 (4,493)](https://www.capterra.com/p/152373/HubSpot-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 [4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% 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 companies that need to connect with partners and third-party vendors. The vendor description does not specify company size, but the product is aimed at organizations in these sectors that manage external business relationships. Features and Usability ### What are the key features of i-linked? i-linked includes lead generation, lead management, and marketing automation for tracking and routing prospects. It also offers contact management, interaction tracking, and segmentation for organizing customer data. Additional features include calendar and reminder system, document storage, quotes and estimates, referral tracking, territory management, and internal chat integration. 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 to help teams get started. In person and live online formats support guided setup and direct instruction, webinars cover shared training sessions, and documentation offers written reference material for self-paced review and feature lookup. 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 times, helpfulness, or common support frustrations, so the support experience cannot be assessed beyond the listed channel. ## Features AI summary Based on 14,838 CRM reviews According to Capterra reviewers, these are the CRM features buyers prioritize most when evaluating a solution: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) i-linked includes other CRM capabilities that reviewers also consider important, such as **Contact Management** (**44%**). This feature helps businesses keep customer details organized in one place, making it easier for teams to track interactions, maintain accurate records, and respond to customer needs more efficiently. 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 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 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 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 Counts reflect reviews available in this feed. 5(3) 4(1) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer PEO Broker Used the software for: 1-3 years ### "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 May 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. RE Reviewer Owner ### "We put i-linked into our company a little over a year ago. The difference has been amazing!" 5.0 November 12, 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. Verified Reviewer Teacher of English Used the software for: 3-5 years ### "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 7, 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. RE Reviewer President ### "i-linked CRM Is A User Centric Software That Has Allowed Me To Process More Business Efficiently. " 5.0 November 14, 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. ## 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.