---
title: "Insightly Service Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Insightly Service Software - reviews, pricing plans, popular comparisons to other Customer Service products and more."
source_url: "https://www.capterra.com/p/240598/Insightly-Service/"
page_type: "product"
language: "en"
---

# 

 Insightly Service 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)[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

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...

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

## Insightly Service Overview

Updated August 2026

AI summary

Insightly Service is a cloud-based solution for organizations of all sizes seeking to manage customer support through ticket tracking, multi-channel communication, and knowledge base management. It features queue management, alerts, and feedback tools, with options for dashboards, real-time monitoring, and third-party integrations. Businesses can also leverage its API, autoresponders, and customer portal for extended functionality.

## 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.

[4.6 (793)](https://www.capterra.com/p/132997/Freshservice/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

4.6 (780)

Value For Money

3.5 (2)

Value For Money

4.4 (701)

Customer Service

3.5 (2)

Customer Service

4.5 (733)

## Insightly Service alternatives

[4.5 (3,471)](https://www.capterra.com/p/124981/Freshdesk/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

Highest Rated

[4.7 (1,787)](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 (522)](https://www.capterra.com/p/107225/SysAid/reviews/)

Starting price

$89.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.4 (191)](https://www.capterra.com/p/182476/HubSpot-Service-Hub/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

## Features

AI summary

Based on 5,294 Customer Service reviews

Capterra data shows that buyers of Customer Service software rank the following features as their top priorities:

-   **Support Ticket Management** (**43%** of reviewers rated this feature as critical)
-   **Call Center Management** (**42%**)
-   **Multi-Channel Communication** (**39%**)

Insightly Service supports **Support Ticket Management** and **Multi-Channel Communication**, but does not include **Call Center Management**. With **Support Ticket Management**, teams can organize, assign, and track customer issues more efficiently, while **Multi-Channel Communication** helps them manage conversations across different touchpoints in one place. Together, these features help businesses respond faster, maintain better visibility into service requests, and provide teams with a more consistent customer support process.

Support Ticket Management

5.0 (1)

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

Allow customers/users to submit support queries and service requests

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

Insightly Service 24 features

### All Features
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Escalation: System alerts about the need to escalate an issue or request
- Analytics: Tools for the systematic analysis of various types of data or statistics
- API: Application programming interface that allows for integration with other systems/databases
- Autoresponders: Create and automatically send premade copy in response to customer messages
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customer Portal: A website or login for customers to access information
- Customer Support: Provide online support for your customers through live chat or help desk functionality
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
- Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Queue Management: Monitor wait time and abandonment for incoming requests that have not been routed
- Real-Time Monitoring: Active monitoring of systems, applications, or networks
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Updates: Receive system updates as soon as any changes are made
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- Support Ticket Management: Allow customers/users to submit support queries and service requests
- Support Ticket Tracking: Track the status of support tickets/escalations as they move through the service queue
- Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Ticket Management: Track, manage, or resolve user requests and IT incidents/issues

---

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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

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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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