Insightly Service: Pricing, Free Demo & Features

Name: Insightly Service
Rating: 5 (1 reviews)

Last Updated Sep 2, 2026

Overview

Insightly Service provides a unified platform that integrates ticketing with project management, facilitating seamless issue resolution and client retention. While it can be slow with large data, the software’s extensive automation features and strategic benefits make it a compelling choice for relationship-driven businesses.

Overall Rating

Based on 1 users reviews

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Rating Distribution

Positive

100%

Neutral

Negative

Starting Price

Custom

Insightly Service Specifications

Live Chat
Omnichannel Support
CRM Integration
Canned Responses
Analytics and Reporting
Customer Feedback Surveys
Escalation Management
Self-Service Portal
SLA Management
Customer Profiles

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What Is Insightly Service?

Insightly Service is a customer support solution built natively on the Insightly platform, designed to unify service, sales, and marketing teams. It empowers mid-sized businesses to manage support tickets, track Service Level Agreements (SLAs), and utilize customizable dashboards for real-time insights. By centralizing customer data, this software streamlines issue resolution and fosters long-term client retention, offering a scalable solution that aligns support operations with broader business goals.

Insightly Service Pricing

The Insightly Service pricing plans for Customer Relationship Management (CRM) are as follows:

Plus - $29/user/month
Professional - $49/user/month
Enterprise - $99/user/month

A 14-day free trial is also available for the Plus and Professional plans. Get in touch with us to get a customized Insightly Service cost quote.

Disclaimer: The pricing is subject to change.

Insightly Service Integrations

The software supports integration with multiple systems and platforms, such as:

Book a free Insightly Service demo to learn more about its integration arrangements.

Who Is Insightly Service For?

Insightly Service is ideal for a wide range of industries and sectors, including:

Manufacturing
Consulting
Finance
Healthcare
E-commerce

Is Insightly Service Right For You?

Insightly Service is a top contender for mid-market organizations seeking to break down silos between sales and support. Its standout capability is the native integration with Insightly CRM, allowing support tickets to convert seamlessly into projects—a niche benefit for industries like manufacturing and consulting. The software also offers extensive visibility into customer health. If you need a unified platform to enhance client relationships and streamline complex service delivery, this tool is an excellent choice.

Are you still not sure about Insightly Service and need expert advice to make an informed decision? Reach out to us at (661) 384-7070 now.

Insightly Service Features

Project And Task Management

Teams can seamlessly convert closed opportunities or support tickets into active projects, ensuring a smooth transition from sales to service. This feature carries over all relevant records and details, allowing users to track milestones and deliverables using custom pipelines for efficient, integrated post-sale execution.

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Customization

Insightly Service empowers organizations to tailor the platform to their specific requirements without needing expensive developers. Users can easily configure custom fields, page layouts, and workflows to match unique business processes, fostering higher adoption rates, and ensuring the software adapts to the company’s specific operational needs.

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Customer Email Management

This capability provides total visibility into client interactions through bidirectional email synchronization between the software and your inbox. It enables teams to track every communication within the platform, ensuring agents have full context to facilitate proactive engagement and maintain seamless service continuity.

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Analytics And Reporting

The software provides distinct analytics tools to visualize team performance and ticket trends. Managers can customize dashboards to track key metrics like resolution times and ticket volume, facilitating data-driven decisions that optimize resource allocation, and improve overall service quality.

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Pros And Cons of Insightly Service

A quick look at Insightly Service's strengths and weaknesses to
help you decide if it's the right fit

Pros

Unified data aligns sales and service
Powerful workflow automation capabilities
Customizable dashboards for real-time insights

Cons

Can be slow with large data
Mobile app lacks full desktop functionality

Insightly Service Reviews

Insights from real users on Insightly Service’s features,
performance, and overall experience.

Total 1 reviews

All reviews are from verified customers

Rating Distribution

Stars

100%

Stars

Share your experience

Ross S.

Construction, 1-10 employees

More than a year

5.0

October 2022

“Responsive support tracking”

Pros

Our main support contact can quickly access client requests and keep track of how each issue gets resolved.

Cons

The initial setup and integration needed some customization although it wasn't too bad. Setting up notifications took a little extra effort as well.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

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Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

Does Insightly Service have a mobile application?

Yes, it has a mobile app.

Does Insightly Service offer an API?

Yes, Insightly Service software provides an API.

What language does Insightly Service support?

The platform is primarily available in English, French, German, etc.

What other apps does Insightly Service integrate with?

The software supports integration with a range of systems and platforms, including Asana, Shopify, Slack, Jira, and ADP Workforce Now.

What level of support does Insightly Service offer?

The software offers a help center, chat, and email support.

Who are the typical users of Insightly Service?

Businesses across various industries, including e-commerce, healthcare, finance, consulting, and manufacturing, benefit from Insightly Service features.

What types of pricing plans does Insightly Service offer?

The platform offers CRM pricing plans of $29/user/month for Plus, $49/user/month for Professional, and $99/user/month for Enterprise, with a 14-day free trial available for the Plus and Professional plans. You can also request a personalized Insightly Service price quote now.