Best Insly Alternatives (2026): 10+ options compared
The table lists tools that share a category with Insly, picked from the highest scoring and listed closest matches first: most shared categories, then the most of Insly's features in those categories, then the most audiences both suit, then our score. Each score is for the category that alternative shares with Insly. The tools ranked just above and below Insly in Finance Software are listed further down. Costs are estimates for monthly billing based on each tool's listed plans. Our methodology
| # | Tool | Score | Free tier | Starting price | Est. monthly cost | Links |
|---|---|---|---|---|---|---|
| 5.8/10in CRM | No | Contact sales | Contact for pricing | ||
| 1 |  A cloud platform for alternative investment firms that combines CRM, deal management, fundraising, investor relations, portfolio monitoring and fund accounting.
| 6.6/10in CRM | No | Contact sales | Contact for pricing | |
| 2 |  Juniper Square is an investor CRM, investor portal and fund administration platform for private markets general partners, especially real estate and private equity fund managers.
| 5.8/10in CRM | No | Contact sales | Contact for pricing | |
| 3 |  Investor management platform for private equity real estate sponsors, with an investor CRM, fundraising pipeline, distribution waterfalls, investor portal and K-1 sharing.
| 5.6/10in CRM | No | Contact sales | Contact for pricing | |
| 4 |  An all-in-one wealth management platform for RIAs and financial advisors that combines CRM with portfolio management, billing, reporting and a client portal.
| 6.3/10in CRM | No | Contact sales | Contact for pricing | |
| 5 |  Real estate syndication platform for GPs and fund managers that combines an investor CRM, an investor portal, fund administration, distributions and AI underwriting.
| 5.9/10in CRM | No | $699/mo | $699/moSyndication Suite | |
| 6 |  AppFolio is cloud property management software for residential, community association and commercial managers, covering accounting, leasing CRM, maintenance and resident communication.
| 6/10in CRM | No | Contact sales | Contact for pricing | |
| 7 |  InvestNext is an investor management platform for real estate syndicators and fund managers. It combines an investor CRM, fundraising deal rooms, waterfalls, distributions, and an investor portal.
| 5.9/10in CRM | No | Contact sales | Contact for pricing | |
| 8 |  intelliflo office is a cloud practice management and CRM platform for UK and Australian financial advice firms, covering the advice process from client onboarding to annual review.
| 5.8/10in CRM | No | Contact sales | Contact for pricing | |
| 9 |  Allvue makes investment management software for private equity, private credit and venture firms, including an investor relations CRM, fundraising pipeline and deal management tools.
| 5.4/10in CRM | No | Contact sales | Contact for pricing | |
| 10 | Y Yardi Investment SuiteReal estate investment management suite from Yardi that combines investor CRM, a branded investor portal, fund accounting, deal pipeline and debt management.
| 5.5/10in CRM | No | Contact sales | Contact for pricing | |
| 11 |  DoorLoop is cloud property management software for residential and commercial landlords and property managers. It covers accounting, leasing, maintenance, rent payments, tenant CRM and AI agents.
| 6.3/10in CRM | No | Contact sales | Contact for pricing | |
| 12 |  Browser-based cloud ERP with an integrated CRM module, aimed at small and mid-sized trading, manufacturing and service companies in the DACH region.
| 5.4/10in CRM | No | Contact sales | Contact for pricing | |
| 13 |  Cloud property management software for independent landlords and small property managers. It covers online rent collection, tenant screening, leasing, maintenance, lead tracking, and accounting.
| 5.4/10in CRM | No | $35/mo | $35/moGrowth | |
| 14 |  Vertafore AMS360 is an agency management system for independent property and casualty insurance agencies, combining client and policy management, carrier download, accounting and reporting.
| 5.1/10in CRM | No | Contact sales | Contact for pricing | |
| 15 | A AppFolio Investment ManagerInvestor relationship management, fundraising, distribution and investor portal software for real estate sponsors, syndicators and fund managers, made by AppFolio.
| 5.8/10in CRM | No | $650/mo | $650/moCore |
Prices from each vendor's published plans, last updated November 2026. How we collect prices
Ranked near Insly in Finance Software
Insly is #270 in Finance Software by our score. These are the tools ranked just above and below it. See Insly in the Finance Software list
| Rank | Tool | Score | Starting price | Cost for 10 users |
|---|---|---|---|---|
| #267 |  | 5.7/10in Finance Software | Contact sales | Contact for pricing |
| #268 |  | 5.7/10in Finance Software | SEK 149/mo | SEK 149/moLundify Fakturering |
| #269 |  | 5.6/10in Finance Software | $30/user/mo | $300/moFactor (annual plan) |
| #271 |  | 5.6/10in Finance Software | $49/user/mo | $490/moStarter |
| #272 | Z Zettle | 5.6/10in Finance Software | Not listed | FreePay as you go |
| #273 |  | 5.6/10in Finance Software | Contact sales | Contact for pricing |
Insly alternatives FAQs
Dynamo Software is the closest match to Insly on our list, with a score of 6.6/10 on our CRM criteria. Where it beats Insly: higher Security score (8/10 vs 5/10).
The closest matches that score higher than Insly are Dynamo Software, Advyzon and Cash Flow Portal, each in the category it shares with Insly: Dynamo Software 6.6/10 against 5.8/10 in CRM; Advyzon 6.3/10 against 5.8/10 in CRM; Cash Flow Portal 5.9/10 against 5.8/10 in CRM.