# 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/pricing

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# 

 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.

[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

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## 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.

[4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

Contact vendor

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (3)

Ease Of Use

4.5 (5,671)

Value For Money

5.0 (3)

Value For Money

4.3 (4,311)

Customer Service

5.0 (3)

Customer Service

4.4 (4,113)

## Insellerate alternatives

[4.5 (4,451)](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 (6,964)](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 (1,753)](https://www.capterra.com/p/102188/LiveAgent/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting price

$14.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

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

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## 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.

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