# Insellerate Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Insellerate Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/222999/Insellerate --- # Insellerate 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. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Insellerate ## What is Insellerate? Insellerate is a cloud-based customer relationship management (CRM) solution that helps businesses manage leads, sales enablement, client engagement, and more. The software provides content libraries, customer engagement, and data intelligence tools on a centralized interface. Key features include lead routing, inbound and outbound call routing, sales pipelines, content delivery, multi-channel communication, and reporting. ## What is Insellerate used for? [Sales Tracking](https://www.capterra.com/sales-tracking-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available 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 Insellerate?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.insellerate.com&name=Insellerate) ## 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. ### Insellerate 5.0 (3) VS. [4.4 (4,079)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting Price Contact vendor Starting Price $39 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (3) Ease Of Use 4.3 (3,603) Value For Money 5.0 (3) Value For Money 4.2 (2,658) Customer Service 5.0 (3) Customer Service 4.3 (2,766) ## Insellerate alternatives Highest Rated [5.0 (26)](https://www.capterra.com/p/179750/Brand-Wide/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.5 (1,246)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.2 (990)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.3 (6,973)](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 ## Pricing Value for money 5.0 (3) ### Starting price Contact vendor for pricing Free trial not available Value for money 5.0 (3) 5.0 Based on 3 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 5.0 (3) 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 (3) 5.0 Based on 3 reviews ## User reviews Overall rating 5.0 Based on 3 reviews Filter by rating 5(3) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent VL Venice L. Director of Sales Financial Services ### "Excellent platform/customer support" 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 June 6, 2023 Pros Strongly recommend – Insellerate has enabled us to monitor and track the lifespan of our leads. Full access to automated text and email, marketing reports, accountability tools for our staff, etc. To top it off, they are integrated with our LOS, allowing for even more efficiency. Exceptional customer support, always there to help and brainstorm creative ways to utilize the CRM platform to its fullest potential! Cons Web phone is still in the beta phase. They have been diligently working on improving its functionality though. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) We needed more functionality, such as access to marketing / content analytics. Integration with LOS. 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. TH Tyson H. CEO Real Estate ### "A CRM Built By Mortgage Professionals for Mortgage Professionals" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 24, 2023 Keeping our sales team focused on the next action necessary to move the deal forward and providing an engagement system that ensured all of our leads were being properly worked. Pros The key to success in the mortgage industry is to properly and effectively managing your leads. I have not found a CRM that does it better than Insellerate. Unlike many of the other systems out there, it is apparent that the system was built by mortgage professionals for mortgage professionals. My team and I can not recommend it highly enough. Cons We had an issue with integration on our calendars but the team worked diligently to get this fixed. Switched from [Aidium](https://www.capterra.com/p/212172/Aidium/) Integration with my LOS and a robust engagement suite 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. KS Kevin S. Sr. Technology Manager Financial Services ### "Great Partnership" 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 23, 2023 We were able to take Lead Management, Email/SMS marketing, and post close marketing and roll them up into one vendor. When you are managing a tech stack with over 10 vendors in it...consolidation is the number one goal. Pros What I like most about Insellerate is that it provides a lot of the features we need to run our business. Lead Management, email marketing, pipeline management via LOS integration, Post-close marketing, Marketing Flyers, outbound/inbound telephony feature. Cons If you need them to develop something new it might take a while depending on the universal customer appeal. They are great, however, and communicating their development roadmap so you always know what features are coming out next. Switched from [Velocify](https://www.capterra.com/p/129463/Velocify/) Didn't feel our old CRM was going anywhere or listening to us. Insellerate gives us that responsive relationship you would want in a partnership. Alternatives considered [Convoso](https://www.capterra.com/p/76768/Cloud-Predictive-Dialer/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Insellerate better relationship, consolidation of services 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)