---
description: Compare Insightly vs servis.ai regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Insightly vs servis.ai Comparison
---

Breadcrumb: [Home](/) > [CRM Software for Accounting Firms](/directory/4110/accounting-crm/software) > [Insightly \<span\>vs\</span\> servis.ai](https://www.softwareadvice.co.uk/compare/2667/113880/insightly/vs/freeagent)

# Compare Insightly vs servis.ai

Canonical: https://www.softwareadvice.co.uk/compare/2667/113880/insightly/vs/freeagent

> Detailed comparison between Insightly and servis.ai. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Insightly | servis.ai |
| **Overall rating** | 4.0/5 | 4.6/5 |
| **Total Reviews** | 654 | 71 |
| **Starting Price** | US$29.00 | US$150.00 |
| **Free Trial** | Yes | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| **Training** | Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Insightly

- API
- Activity Tracking
- Batch Processing
- Calendar/Reminder System
- Commission Management
- Contract/License Management
- Customisable Templates
- Dashboard
- Deal Management
- For Startups
- Lead Capture
- Lead Management
- Proposal Generation
- Real-Time Data
- Referral Tracking
- Reminders
- Sales Activity Management
- Segmentation
- Web Forms
- Web-based Deployment

### servis.ai

- API
- Activity Tracking
- Batch Processing
- Calendar/Reminder System
- Commission Management
- Contract/License Management
- Customisable Templates
- Dashboard
- Deal Management
- For Startups
- Lead Capture
- Lead Management
- Proposal Generation
- Real-Time Data
- Referral Tracking
- Reminders
- Sales Activity Management
- Segmentation
- Web Forms
- Web-based Deployment

## Links

- [View Insightly Profile](https://www.softwareadvice.co.uk/software/2667/insightly)
- [View servis.ai Profile](https://www.softwareadvice.co.uk/software/113880/freeagent)
- [View Original Comparison](https://www.softwareadvice.co.uk/compare/2667/113880/insightly/vs/freeagent)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Insightly vs servis.ai Comparison","description":"Compare Insightly vs servis.ai regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.co.uk/compare/2667/113880/insightly/vs/freeagent","about":[{"@id":"https://www.softwareadvice.co.uk/software/2667/insightly#software"},{"@id":"https://www.softwareadvice.co.uk/software/113880/freeagent#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.co.uk/compare/2667/113880/insightly/vs/freeagent#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.softwareadvice.co.uk/compare/2667/113880/insightly/vs/freeagent#webpage","isPartOf":{"@id":"https://www.softwareadvice.co.uk/#website"},"inLanguage":"en-GB","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"}},{"name":"Insightly","description":"Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/8f51212d-49af-48a1-a50c-5f07db5b6753.png","url":"https://www.softwareadvice.co.uk/software/2667/insightly","@type":"SoftwareApplication","@id":"https://www.softwareadvice.co.uk/software/2667/insightly#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.0,"bestRating":5,"ratingCount":654},"offers":{"price":"29","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"name":"servis.ai","description":"Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. \n\nWork smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. \nLift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/fbbdaed2-8eaa-43e7-8e22-b38f7014fb0a.png","url":"https://www.softwareadvice.co.uk/software/113880/freeagent","@type":"SoftwareApplication","@id":"https://www.softwareadvice.co.uk/software/113880/freeagent#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.6,"bestRating":5,"ratingCount":71},"offers":{"price":"150","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"CRM Software for Accounting Firms","position":2,"item":"/directory/4110/accounting-crm/software","@type":"ListItem"},{"name":"Insightly vs servis.ai","position":3,"item":"https://www.softwareadvice.co.uk/compare/2667/113880/insightly/vs/freeagent","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/compare/2667/113880/insightly/vs/freeagent#breadcrumblist"}]}
</script>
