# Insightly Service Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Insightly Service Software - reviews, pricing plans, popular comparisons to other Customer Service products and more.

Source: https://www.capterra.com/p/240598/Insightly-Service

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# 

 Insightly Service 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.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Insightly Service

## What is Insightly Service?

Insightly Service amplifies your visibility into customer health and status. Because it’s built natively on Insightly’s modern, unified platform, adoption is simple: User experience is the same across applications. Break down silos with a robust view of the customer. Empower your support teams to solve tickets quickly, listen with empathy, and create sales opportunities right in the application.

## What is Insightly Service used for?

[Help Desk](https://www.capterra.com/help-desk-software/)[Service Desk](https://www.capterra.com/service-desk-software/)[Issue Tracking](https://www.capterra.com/issue-tracking-software/)

Top alternative

Featured

Overall rating

Based on 2 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$29

Per User, Per Month

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...

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

## 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.

### Insightly Service

4.0 (2)

VS.

[4.5 (3,415)](https://www.capterra.com/p/124981/Freshdesk/reviews/)

Starting Price

$29

Per User, Per Month

Starting Price

$19

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.0 (2)

Ease Of Use

4.5 (3,354)

Value For Money

3.5 (2)

Value For Money

4.4 (2,742)

Customer Service

3.5 (2)

Customer Service

4.5 (2,926)

## Insightly Service alternatives

Highest Rated

[4.7 (1,780)](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

[4.5 (695)](https://www.capterra.com/p/132997/Freshservice/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.5 (768)](https://www.capterra.com/p/227102/JIRA-Service-Management/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.5 (515)](https://www.capterra.com/p/107225/SysAid/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

## Features

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

Activity Tracking

5.0 (1)

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

Track and document all activities across devices, networks, and other systems

Alerts/Escalation

5.0 (1)

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

System alerts about the need to escalate an issue or request

Customer Database

5.0 (1)

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

A collection of customer information such as contact details, demographics, previous interactions, etc.

Performance Metrics

5.0 (1)

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

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Queue Management

5.0 (1)

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

Monitor wait time and abandonment for incoming requests that have not been routed

Real-Time Notifications

5.0 (1)

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

Notifications that are delivered to users as soon as an event occurs

Insightly Service 24 features

Track and document all activities across devices, networks, and other systems

System alerts about the need to escalate an issue or request

Tools for the systematic analysis of various types of data or statistics

Application programming interface that allows for integration with other systems/databases

Create and automatically send premade copy in response to customer messages

A collection of customer information such as contact details, demographics, previous interactions, etc.

A website or login for customers to access information

Provide online support for your customers through live chat or help desk functionality

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Assemble applications and processes by dragging over and arranging pre-built components

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Monitor wait time and abandonment for incoming requests that have not been routed

Active monitoring of systems, applications, or networks

Notifications that are delivered to users as soon as an event occurs

Receive system updates as soon as any changes are made

Online portal through which end users can access the system, manage tasks, or obtain information

Allow users to access multiple services after entering their login credentials once

Allow customers/users to submit support queries and service requests

Track the status of support tickets/escalations as they move through the service queue

Gauge satisfaction and receive information for improvement and success

Set up connections to third-party platforms to improve business processes

Track, manage, or resolve user requests and IT incidents/issues

Get Advice

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

Features

4.0 (2)

4.0

Based on 2 reviews

## Pricing

Value for money

3.5 (2)

Basic

$29.00

Per User,Per Month

Value for money

3.5 (2)

3.5

Based on 2 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

3.5 (2)

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

3.5 (2)

3.5

Based on 2 reviews

## User reviews

Overall rating

4.0

Based on 2 reviews

Filter by rating

5(1)

4(0)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

JV

Jim V.

Service Manager

Facilities Services

### "NOT good for field service organizations!"

3.0

Overall Rating

3.0

3.0

Ease of Use

2.0

2.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

2/10

September 12, 2023

We needed to organize and make more efficient our boiler service technicians. Insightly gave a few benefits but when it came to day to day organization and reprioritizing, etc... it was difficult or impossible to get it to function in an easy to use, effective way. NOT READY FOR PRIME TIME!

Pros

We use Insightly CRM so naturally we wanted to use Insightly Service to create a better orgainzed field service group to manage maintenance and repairs needed at customer sites. But it could not do what we needed. What do I mean by field service? We are a boiler installation and maintenance company.

Cons

Poor design: Each ticket has the ability to assign Tasks BUT the Service Administrator has no ability to see what Tasks have already been assigned for that Ticket. Looking at work already assigned was hard because there is no calendar in the Service App or Portal. Why? There is one in CRM. There is no way to initiate Service Invoices! It collects hours spent but it is as though they think all service work is FREE to customers. No, it is not!!Was there any help differentiating between customers with service contracts and without? NO. Could we create an instant invoice (from technician notes) by putting in an item from a dropdown list with pricing where we could select a task or a part and put it into an invoice. NOEvery time we said--make Service better by adding X, Support said, "Oh, you need to buy App Connect". But this is a feature that every other Field Service program has. They did not respond. App Connect costs way too much money anyway. Why are we trying to help them make this a Field Service application when they really are not able to listen to fundamental modification suggestions.

Reasons for choosing Insightly Service

Linkage to Insightly CRM and cost. It was a mistake. The others have so many useful features that Insightly Service does not have.

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.

RS

Ross S.

Director of Sales & Marketing

Construction

### "Insightly Service - Technical Support"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

October 31, 2022

Overall, everything has been performing as expected

Pros

OUr primary Support person has easy access to client requests and the ability to track resolutions.

Cons

The setup and integration took a little bit of customization but it wasn't horrible. Getting notifications took a bit more.

Reasons for choosing Insightly Service

Integration with Insightly CRM

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

October 26, 2023

Thanks for sharing your feedback, Ross. It's great to hear you're able to better track resolutions and manage client requests. We would love to hear more about your experience with Insightly Service. If you're interested, please email rewards@insight.ly!

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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/)