Find and compare the best Artificial Intelligence software for Insightly in 2026
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Use the comparison tool below to compare the top Artificial Intelligence software for Insightly on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.
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Zendesk serves as a robust customer service platform aimed at optimizing support processes and improving the overall experience for customers. With an extensive array of features such as automated AI tools, messaging, live chat, and customizable workflows, it empowers companies to deliver tailored and effective support through various channels. The platform also integrates effortlessly with other applications and offers real-time analytics, enabling organizations to make informed, data-backed choices. Designed to accommodate businesses of any scale—from emerging startups to established corporations—Zendesk prioritizes scalability, security, and the satisfaction of its users. Ultimately, its versatile solutions ensure that companies can adapt their customer service approach to meet evolving demands efficiently.
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ActiveCampaign
ActiveCampaign
$15 per month 17,278 RatingsActiveCampaign is an autonomous marketing platform that revolutionizes the workflows of marketers, agencies, and entrepreneurs. The platform powers forms, landing pages, email, SMS, WhatsApp, automation, and a CRM, as well as the ability to integrate with over 1000 applications. With Active Intelligence, it's easy to create personalized, engaging, data-driven marketing campaigns. Other platforms focus on reporting past failures; ActiveCampaign’s Active Intelligence swiftly flags potential problems and creates opportunities proactively. Predictive insights and goal-driven AI agents replace dashboards and guesswork. Within a single tool, you get real-time reporting and proactive optimizations in addition to market-leading deliverability. That means you can act on insights faster, easily streamline processes, and drive growth for your business. By combining a user-friendly interface with a comprehensive suite of features, the platform is powerful, accessible, and designed to scale with your business. It's easy to get started: While traditional tools force teams through long setup cycles and training, ActiveCampaign delivers measurable lifts in engagement and conversions in days. 89% of surveyed customers say the platform meets their business needs better than the competition, and 88% say ActiveCampaign delivers value faster than competitors. -
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Google Workspace is an all-in-one cloud productivity platform developed by Google to help businesses manage communication, collaboration, document creation, and workflow automation from a centralized environment. The platform combines professional email, cloud storage, video conferencing, document editing, team messaging, scheduling, and AI-powered assistance into one subscription-based ecosystem optimized for modern work environments. Google Workspace includes applications such as Gmail, Google Drive, Google Meet, Docs, Sheets, Slides, Calendar, Chat, Keep, Forms, Sites, NotebookLM, and Gemini AI, enabling teams to work together seamlessly across devices and locations. One of the platform’s core strengths is its built-in AI functionality powered by Gemini, which helps users draft emails, summarize meetings, generate research insights, automate repetitive tasks, and improve productivity using contextual awareness from workplace data. Google Workspace also supports advanced collaboration features including real-time editing, appointment scheduling, eSignatures, document sharing, cloud storage management, and AI-assisted research tools. Businesses benefit from enterprise-grade security features such as AI-powered threat protection, data classification, endpoint management, Data Loss Prevention, secure access controls, and compliance support for enterprise environments. The platform offers scalable pricing plans suitable for startups, small businesses, enterprises, educational institutions, nonprofits, and government organizations. Google Workspace also simplifies data migration and onboarding with built-in migration tools and partner support for transferring emails, files, and business information securely into the cloud.
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Sage Intacct
Sage Intacct
8,453 RatingsSage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making. Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance. Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline -
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Jotform
Jotform
$34 per month 8,469 RatingsTrusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency. -
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Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.
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AI Sales Rep - Your Next Salesperson Might Not Be A Person at All Identify and Influence Your Engaged Website Visitors into Sales-Ready Leads – Before You Commit a Single Working Hour. Lower Funnel, Higher Value Leads: Using our advanced WebID +Person identification technology, we uncover and identify the most engaged visitors to your site. These are the prospects we focus on, ensuring maximum impact for your sales efforts. - Detailed Prospect Data: We gather 40 points of data about each prospect, including first name, last name, email address, and more. - Engaged, But Anonymous: These prospects are conducting online research but haven’t met with your sales team yet. - Crucial Sales Funnel Position: These visitors are deep in your sales funnel, spending time on your key ‘buying pages’ but remaining unknown to you. They are the ones most likely to convert into appointments. - AI-Driven Engagement: Our AI Sales Rep identifies and gently engages with these visitors, influencing them to express interest. The process is fully automated, so your sales team only needs to engage with the interested leads—your low-hanging fruit. Leverage the power of AI to turn your website visitors into meeting-ready leads effortlessly.
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1) Customer delight made super easy Manage conversations across multiple channels Deliver fast and consistent customer service across email, phone, chat, WhatsApp Business, and other social media channels from a single view. 2) Boost your agent productivity Cut down on manual and repetitive tasks using advanced automation rules, and solve customer queries faster without increasing your agent strength. 3) Deliver seamless self-service Help customers help themselves by publishing a branded knowledge base and offering instant resolutions using AI-powered chatbots. 4) Stay on top of your CSAT goals Use customizable analytics and reports to track team performance, identify bottlenecks before they snowball, and keep tabs on your team's CSAT goals. Enable frictionless remote work for your support team 1) An intuitive and easy-to-use platform that does not require a complicated onboarding process 2) Cloud-based solution that empowers agents to work conveniently on their laptops or phones 3) 650+ cutting-edge applications that you can easily integrate with and build robust support workflows
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Microsoft 365 is a comprehensive productivity suite that brings together essential tools like Word, Excel, PowerPoint, Outlook, and Teams in a unified cloud-based environment. Enhanced by Microsoft 365 Copilot, the platform integrates AI directly into these applications to help users work more efficiently and intelligently. Users can quickly generate documents, analyze complex datasets, and design presentations with the help of AI-driven suggestions and automation. The platform supports real-time collaboration, allowing teams to work together on files, share updates, and communicate seamlessly. With OneDrive cloud storage, users can securely store and access their files from any device at any time. Microsoft 365 also enables users to incorporate their own files into AI prompts, ensuring responses are relevant and context-aware. Copilot can assist with brainstorming ideas, summarizing content, and organizing workflows to save time. The platform is accessible across desktop, web, and mobile applications, providing flexibility for different work environments. It also prioritizes user control, giving individuals the ability to manage how AI is used within their workspace. By combining productivity tools with intelligent automation, Microsoft 365 helps users accomplish tasks faster and more effectively. Ultimately, it empowers individuals and teams to improve productivity, collaboration, and decision-making in a modern digital workspace.
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Kixie: Smarter Calling & Texting for Revenue Teams Kixie is the AI-powered sales engagement platform that helps teams connect faster, close more deals, and scale effortlessly—all while keeping it personal. 🔥 Outbound Sales: Boost connection rates up to 400% with AI-powered Local Presence, Multi-Line PowerDialer, and Spam Risk Prevention. 🚀 Marketing: Automate calls & texts for instant follow-ups and high-converting outreach—without the manual work. 📞 Inbound Sales & CS: Handle more calls with smart CRM-based routing, shared SMS inboxes, and instant auto-replies. 📊 RevOps & Leadership: Get AI-driven insights, real-time coaching tools, and advanced analytics to level up your team. 💥 Supercharge your sales team today! Visit our website to get started for free, no credit card required.
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HubSpot CRM
HubSpot
Free 153 RatingsHubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool. -
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Grow your business with MailerLite’s fast and scalable email marketing platform. Create professional newsletters, landing pages and websites using our drag & drop builders or by customizing pre-designed templates. Collect subscribers and nurture relationships using advanced features like smart pop-ups, advanced automations, surveys and more. Drive sales with e-commerce integrations or by selling digital products. And then measure performance with detailed reporting. Create your Forever Free account today and enjoy our award-winning 24/7 customer support.
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Box
Box
$5 per month 72 RatingsBox (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more -
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Evernote
Evernote
$2.70 per user per month 54 RatingsEvernote is an all-in-one workspace that helps individuals turn scattered ideas into organized action. It allows users to store notes, documents, images, and tasks in a single, centralized platform. The system is designed to adapt to different workflows, making it suitable for simple note-taking or complex project management. Seamless device syncing ensures your information stays updated across desktop, mobile, and web. Advanced search capabilities allow you to instantly retrieve notes, attachments, or keywords without digging manually. AI-driven tools enhance productivity by helping analyze notes, highlight key insights, and accelerate everyday work. Collaboration features make it easy to share notes, comment in real time, and keep teams aligned. Integrated tasks and calendars help users stay focused and meet deadlines. Evernote supports multiple ways to capture ideas, from typing and scanning to clipping content from the web. The result is a smarter, more organized way to manage information and get things done. -
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Shopify
Shopify
$29 per month 24 RatingsShopify is a comprehensive commerce platform designed for entrepreneurs and enterprises to launch and grow their retail businesses with ease. Users can build fully customized online stores or use pre-built themes, manage inventory, track orders, and accept payments both online and offline through Shopify POS. The platform provides powerful marketing tools like social media integrations, email marketing, and customer insights to boost sales and loyalty. Shopify also enables global selling with localized storefronts, flexible payment options, and efficient shipping solutions. Developers benefit from extensive APIs and tools to create custom apps, themes, and storefronts tailored to unique business needs. Shopify’s checkout experience converts shoppers 15% better than other platforms and supports millions of daily transactions with low latency. Regular feature updates through Shopify Editions keep merchants at the forefront of e-commerce innovation. Overall, Shopify empowers merchants to sell anywhere, anytime, with a trusted and scalable platform. -
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Zapier
Zapier
$19.99 per month 22 RatingsZapier is a comprehensive AI automation platform that helps organizations transform how work gets done. It allows teams to connect AI tools with everyday apps to automate workflows end to end. Zapier supports AI workflows, custom agents, chatbots, forms, and data tables in one unified system. With over 8,000 integrations, it eliminates manual handoffs between tools and teams. Built-in AI assistance helps users design automations quickly without technical complexity. Zapier enables teams to deploy AI agents that work continuously, even outside business hours. The platform offers full visibility into automation activity with audit logs and analytics. Enterprise-grade security and compliance ensure safe AI adoption at scale. Zapier is used across departments including marketing, sales, IT, and operations. It helps teams save time, reduce costs, and scale productivity with confidence. -
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Tidio
Tidio
$0 16 RatingsTidio is a top-tier customer service platform that blends live chat, chatbot automation, and AI agents to help businesses provide quick, efficient support at scale. Known for its powerful automation features and intuitive interface, Tidio is trusted by over 800,000 businesses globally. Connect with website visitors through real-time chat and manage all conversations from email, Messenger, Instagram, and more in one centralized dashboard. Streamline support with integrated ticketing tools that work seamlessly alongside both chatbots and live agents. Easily build custom chatbot flows with a visual, no-code builder to capture leads, respond to FAQs, and automate messaging. Leverage Lyro, Tidio’s conversational AI agent, to handle up to 64% of customer inquiries using advanced natural language understanding. Simple to set up and use—no coding required. Fully GDPR-compliant and secure. Scales effortlessly for eCommerce, SaaS, and service-based businesses. Includes a 7-day free trial. Key Features: • Live Chat (widget and social media integrations) • Help Desk (all communication in one dashboard) • Chatbot (automation for common use cases such as customer help and lead generation) • AI Agent (resolve incoming issues with Tidio's conversational AI, Lyro) • Multichannel Integration (social media, help desk software, and platforms such as WordPress, Shopify, and more) Users praise Tidio's intuitive design, visual interface, and simple deployment. Multiple plans available for all business needs and requirements. -
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LiveHelpNow is changing the game of customer service one support solution at a time. Omnichannel support tools that will make your agents’ jobs easier and strengthen your brand! • A fully integrated customer support suite to meet all of your customer support, contact center, lead generation, and help desk needs. • All-in-one omnichannel capabilities: Live chat, SMS text-to-chat, chatbots, Facebook messenger, email/ticket management, and VoIP call management, yet your team will receive one streamlined communication history. • Tools and features include but aren’t limited to intelligent conversation routing, canned responses, KPI dashboards, contact center analytics, enterprise level reporting, conversion tracking, unified inbox, auto language translation, knowledge base management, automations and triggers, lead generation management, and more. • Thoughtfully designed so you can get the most out of your existing tools. Integrate with your CRM, CMS, knowledge base, social media channels and more. • HIPAA, ADA and PCI compliant and financial grade AES-256 bit encryption • Quick and easy installation. No setup fees or contracts. • Free 30-day trial • Free training and 24/7 support
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UpLead
UpLead
$99 per month 10 RatingsUpLead, a B2B prospecting platform, provides the highest quality B2B contacts & company data. Features include email verification in real time, worldwide contacts in more than 200 countries, 50+ search criteria and technology tracking. They also offer account-based marketing, email pattern intelligence, social profiles links, Salesforce integrations, robust API, and other CRM integrations. -
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Outreach
Outreach
10 RatingsThe Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics. -
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Intercom is a leading AI-driven customer service platform that empowers businesses to provide tailored and effective support through various communication channels. Established in 2011, this company boasts an extensive array of tools, such as the Fin AI Agent, which delivers prompt and precise responses to customer questions around the clock. Additionally, Intercom's platform includes AI Copilot, which aids support agents by offering real-time solutions, and AI Analyst, which delivers valuable insights and suggestions for those in leadership roles within customer support. With over 25,000 organizations worldwide, including notable names like Atlassian, Amazon, and Microsoft, Intercom handles more than 500 million messages monthly, significantly improving customer interactions and operational efficiency. Based in San Francisco, with additional offices in Chicago, Dublin, Sydney, and London, Intercom is committed to continuously advancing the customer service landscape while adapting to the evolving needs of its clients. Their focus on innovation ensures that they remain at the forefront of the industry.
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Power BI provides advanced data analysis, leveraging AI features to transform complex datasets into visual insights. It integrates data into a single source, OneLake, reducing duplication and streamlining analysis. The platform enhances decision-making by integrating insights into everyday tools like Microsoft 365 and is bolstered by Microsoft Fabric for data team empowerment. Power BI is scalable, handling extensive data without performance loss, and integrates well with Microsoft's ecosystem for coherent data management. Its AI tools are user-friendly and contribute to efficient and accurate insights, supported by strong data governance measures. The Copilot function in Power BI enables quick and efficient report creation. Power BI Pro licenses individuals for self-service analytics, while the free account offers data connection and visualization capabilities. The platform ensures ease of use and accessibility, backed by comprehensive training. It has shown a notable return on investment and economic benefits, as reported in a Forrester study. Gartner's Magic Quadrant recognizes Power BI for its ability to execute and completeness of vision.
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Squarespace is a website creation platform that allows individuals, creators, and businesses to build polished websites using templates, AI tools, and an easy visual editor. It combines website design, hosting, domain management, content publishing, analytics, ecommerce, and marketing features into one platform. Users can create a site from a professional template or use Squarespace’s AI website builder to generate a customized starting point for their brand. The platform supports a wide range of website types, including portfolios, blogs, small business sites, online stores, service businesses, booking pages, and membership-style experiences. Squarespace includes tools for selling products, services, and content, with secure checkout and commerce analytics to help users understand performance. Its marketing features help users grow their audience through SEO tools, email campaigns, social media integrations, and built-in content support. Service-based businesses can also use Squarespace for scheduling, invoicing, payments, and client-facing workflows. The platform is designed for users who want a professional online presence without managing separate hosting, design, commerce, and marketing systems. With flexible design options and business-ready tools, Squarespace gives teams a centralized way to build and operate a modern website.
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Adobe Marketo Engage is a comprehensive marketing automation solution designed to help organizations attract, engage, and convert the right buyers at scale. Powered by AI, it centralizes campaign planning and execution across multiple channels, including email, web, events, and digital advertising. The platform builds dynamic customer profiles through automated data capture, enrichment, and native CRM synchronization to ensure sales and marketing teams operate from the same source of truth. Marketers can design sophisticated nurture programs and multi-step campaigns that guide prospects through the full customer lifecycle. Built-in generative AI enhances productivity by assisting with content creation for emails, landing pages, chat interactions, and webinar follow-ups. Advanced analytics and attribution tools provide granular insight into campaign performance and revenue contribution. Additional integrations with Adobe Experience Manager and Adobe Express streamline asset management and creative production. Features like live webinar dashboards and CRM sync monitoring improve operational visibility. Marketo Engage supports account-based marketing strategies and cross-channel personalization to accelerate deal velocity. With enterprise-grade security and compliance capabilities, it is built to support organizations of all sizes in driving measurable marketing impact.
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Aircall transforms business communications with an intelligent, cloud-based phone system built for modern sales and customer support. More than just a calling tool, it provides an all-in-one hub that connects phone, SMS, and WhatsApp conversations in a single platform. Its AI Assist Pro feature delivers real-time coaching during calls and simplifies follow-up, enabling reps to sell smarter and resolve support issues faster. Teams can leverage advanced capabilities like call routing, IVR, analytics dashboards, and power dialers to maximize efficiency. With integrations across Salesforce, HubSpot, Zendesk, Intercom, Shopify, and 100+ other apps, Aircall seamlessly fits into existing workflows. Businesses benefit from reliable call quality, international number coverage, and scalable features that grow with their needs. Customer stories highlight improvements such as a 4% increase in CSAT scores and the ability to process 25,000+ calls per month with stability and ease. Aircall makes customer conversations more personal, productive, and impactful—without the complexity of traditional systems.
