ServiceTrade vs Insightly
Side-by-side comparison of AI visibility scores, market position, and capabilities
ServiceTrade serves commercial HVAC, fire protection, and refrigeration contractors with recurring agreements, asset-level histories, and a client portal that drives retention. Durham NC.
About
ServiceTrade is a Durham, North Carolina-based software company providing service management software to commercial service contractors including mechanical, HVAC, fire protection, refrigeration, and industrial services companies. The platform manages recurring service agreements, asset-level service histories, multi-location commercial accounts, and job scheduling in a workflow tailored to the complexity of commercial service — multiple assets per site, multi-trade crews, regulatory compliance requirements, and long-term maintenance contracts. ServiceTrade's customer portal gives commercial clients online visibility into their service history, upcoming scheduled work, and equipment status, which has become a differentiator for contractors competing against less technologically capable rivals. The company targets mid-market commercial service contractors with annual revenue between $5M and $100M. Founded in 2013, ServiceTrade has grown steadily as an independent company without venture funding, reaching profitability and building a loyal customer base in the commercial mechanical and fire protection segments.
Insightly is a unified CRM platform combining sales pipeline, marketing automation, and project management for SMB and mid-market teams; raised $38M total; serves 25,000+ organizations in 175 countries; headquartered in San Francisco.
About
Insightly is a San Francisco-based software company founded in 2009 by Anthony Smith, offering a unified customer relationship management (CRM) platform designed for small and mid-sized businesses (SMB) and mid-market organizations. Unlike traditional CRMs that focus exclusively on sales pipeline management, Insightly integrates sales CRM, marketing automation, and project management into a single application — enabling sales, marketing, and delivery teams to manage the full customer lifecycle from initial lead capture through deal close and post-sale project delivery in one connected platform. The company serves over 25,000 organizations across 175 countries, spanning professional services, technology, manufacturing, and non-profit sectors.
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