Dynamo Software vs Insly (2026): Pricing, Features & Verdict
Dynamo Software is our pick, scoring 6.6/10 against 5.8/10 for Insly on our CRM criteria. Its biggest advantage: higher Security score (8/10 vs 5/10). Neither Dynamo Software nor Insly lists a free plan.
Last updated: November 2026
Dynamo Software
6.6/10
A cloud platform for alternative investment firms that combines CRM, deal management, fundraising, investor relations, portfolio monitoring and fund accounting.
Insly
5.8/10
Low-code insurance platform for MGAs, insurers and brokers that covers product building, distribution, policy administration, claims, accounting and client management.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 6.6/10 | 5.8/10 |
| Customization | 8/10 | 8/10 |
| Analytics | 7/10 | 6/10 |
| Integration | 8/10 | 6/10 |
| Support | 8/10 | 6/10 |
| Ease of Use | 5/10 | 6/10 |
| Security | 8/10 | 5/10 |
| Cost | 3/10 | 3/10 |
| Scalability | 8/10 | 7/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | Contact for pricing | Contact for pricing |
| Estimated cost for 10 users | Contact for pricing | Contact for pricing |
| Features | ||
| Collaboration | ||
| Contact Management | ||
| Integrations | ||
| Reporting & Analytics | ||
| Marketing Automation | Not listed | |
| Mobile Access | Not listed | |
| Opportunity Management | Not listed | |
Who Dynamo Software and Insly suit
| Audience | Dynamo Software | Insly |
|---|---|---|
| Financial Services | 10/10The platform is built for private equity, venture capital, hedge funds, LPs and fund administrators. | 9/10Insly is built specifically for insurance MGAs, insurers and brokers. |
| Mid-Market | 7/10Mid-sized investment firms are a core customer base, though the configuration effort is significant. | 7/10Its modular pricing and unlimited users suit growing MGAs and insurers. |
| Small Business | 3/10The pricing is quote-based and the product is complex, which makes it a poor match for small general businesses. | 3/10The reported starting price of about 4,000 euros per month is steep for small agencies. |
| Enterprise | 8/10It serves large allocators and fund managers with SOC-audited, multi-module deployments. | Not rated |
| Real Estate | 6/10Real estate investment firms are listed as clients, but the product targets investors rather than brokers. | Not rated |
Which One Should You Choose?
Why choose Dynamo Software
- Higher Security score (8/10 vs 5/10)
- Higher Integration score (8/10 vs 6/10)
Why choose Insly
- Higher Ease of Use score (6/10 vs 5/10)
Pros & Cons
Dynamo Software
Pros
- Covers both front office (CRM, deals, fundraising) and back office (fund accounting, investor portal) for alternative investment firms
- Integrates with Preqin, PitchBook, Bloomberg and FactSet for market and contact data
- Reviewers say they can build custom fields, views and workspaces without developers
- Reviewers on several sites rate the support highly
- Offers iPhone and Android apps, plus Outlook, Gmail and Excel integrations
Cons
- No public pricing, and some reviewers call it expensive
- Reviewers say new users find the interface hard to learn
- Building reports could be easier, according to reviewers
- Heavy customization can overwhelm teams that start without a clear plan
- Too specialized for general sales or service teams
Insly
Pros
- Insurance products can be configured in the product builder without developers.
- Pricing includes unlimited internal users and broker users.
- Covers the full insurance lifecycle: distribution, policy administration, claims, accounting and reporting.
- Insly claims go-live in 7 to 14 days.
Cons
- No public prices. Third-party listings report a starting price of about 4,000 euros per month plus a fee based on premium volume.
- Lacks general CRM tools such as sales pipelines, marketing automation and built-in calling.
- Public reviews are few, and many on Capterra date from around 2014.
- Too specialised for any business outside insurance.
Not sold on either?
Frequently Asked Questions
Dynamo Software scores higher on our CRM criteria: 6.6/10 against 5.8/10 for Insly. The largest gap is in Security: 8/10 for Dynamo Software and 5/10 for Insly.
No, neither Dynamo Software nor Insly lists a free plan.
