Insightly Service 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Insightly Service

4.0

(2)

Pricing

Starting at $29.00 per month

About Insightly Service

Service is the newest addition to the Insightly unified suite of customer relationship management applications. It’s a service and support application that’s built natively within Insightly, connecting seamlessly with all the applications you use today to run your business. What does that mean to you? Mission-critical customer data is available to all your teams, in real time, empowering them to have more relevant conversations that drive customer satisfaction and success.

Insightly Service Screenshots

Insightly Service Pricing and Plans

Starting price: $29.00 per month

Free Trial

Free Version

Basic

$29.00

per user, per month

No plan information available

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Insightly Service Features

Popular features found in Customer Service
Alerts/Escalation
Automated Routing
Call Center Management
Conversation Intelligence
CRM
Knowledge Base Management
Queue Management
Reporting & Statistics
Surveys & Feedback
More features of Insightly Service
Activity Tracking
Analytics
API
Autoresponders
Customer Database
Customer Portal
Customer Support
Dashboard
Drag & Drop
Multi-Channel Communication
Performance Metrics
Real-Time Monitoring
Real-Time Notifications
Real-Time Updates
Self Service Portal
Single Sign On
Support Ticket Management
Support Ticket Tracking
Third-Party Integrations
Ticket Management

Insightly Service User Reviews

Overall Rating

4.0

Ratings Breakdown

50%

Secondary Ratings

Ease of Use

3.0

Value for money

3.5

Customer support

3.5

Functionality

4.0

Have you used Insightly Service and would like to share your experience with others?

Ross S.

Verified reviewer

Construction

2-10 employees

Used daily for more than 2 years

Review source

Reviewed October 2022

Insightly Service - Technical Support

Overall, everything has been performing as expected

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Vendor Response

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!

Replied October 2023

Jim V.

Verified reviewer

Facilities Services

11-50 employees

Used daily for less than 6 months

Review source

Reviewed September 2023

NOT good for field service organizations!

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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Showing 1 - 2 of 2 Reviews