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CRM · head to head

Insightly vs UpLead

Insightly logo

Insightly

CRM

CRM & project management for any business

From
Free
Rated
-
UpLead logo

UpLead

CRM

B2B contact database and lead intelligence platform for sales prospecting

From
$74/month
Rated
-

The short version

  • Only Insightly has a free tier, so it costs nothing to try first.
  • Each has a real cost: Insightly record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier; UpLead credit-based pricing can get expensive for high-volume prospecting compared to flat-rate tools.
  • They diverge on capability: Insightly covers Contact management, UpLead covers Real-time email verification.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Insightly and UpLead actually diverge.

Attributes where Insightly and UpLead differ
AttributeInsightlyUpLead
Starting priceFree$74/month
Free tierYesNo
PlatformsWeb, Ios, Androidweb, api
Founded20102017

Identical on both: pricing model (subscription), user rating (Not yet rated), category (CRM).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Insightly

  • Contact management
  • Deal tracking
  • Project management
  • Task management
  • Email integration
  • Reporting
  • Mobile app
  • Mailchimp

Only in UpLead

  • Real-time email verification
  • Mobile direct dials
  • Technographics
  • Data enrichment
  • CRM integrations
  • Chrome extension

What people use each for

The jobs each tool is most often brought in to do.

Insightly

  • CRM with project delivery tracking after the salenot UpLead
  • Managing leads, opportunities and customer projects in one record setnot UpLead

UpLead

  • Building targeted B2B prospect listsnot Insightly
  • Verifying email addresses before outreachnot Insightly
  • Enriching CRM records with firmographic datanot Insightly
  • Finding companies using specific technologiesnot Insightly

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Insightly

  • Record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier
  • Workflow automation requires the Professional plan at $49 per user per month
  • AI Copilot is metered by query, at 75 on Plus and 100 on Professional
  • Mass email is capped daily, at 2,500 on Plus and 10,000 on Enterprise
  • CRM, Marketing and Service are sold as three separate products, and Marketing is priced per account by prospect count starting at $99 for 2,000
  • Sandboxes and audit logging are Enterprise only at $99 per user per month

UpLead

  • Credit-based pricing can get expensive for high-volume prospecting compared to flat-rate tools.
  • Lacks built-in outreach or email sending features found in dedicated sales engagement platforms.
  • Mobile phone coverage is not as extensive as some competitors focused solely on direct dials.
  • Free trial is limited to 5 credits, making it hard to evaluate data quality at scale.

Pricing, plan by plan

Insightly

Free
  • CRM Plus$29/user/month
    • lead and contact management
    • project management
    • advanced reports
  • CRM Professional$49/user/month
    • all Plus features
    • lead assignment/routing
    • workflow automation
  • CRM Enterprise$99/user/month
    • all Professional features
    • sandboxes
    • products/pricebooks/quotes

UpLead

$74/month
  • Essentials$74/month
    • 2,040 credits per year (billed annually)
    • Verified emails and mobile phones
    • CRM integrations
  • Plus$149/month
    • 4,800 credits per year (billed annually)
    • Data enrichment
    • Technographics
  • Professional$undefined/mo
    • Custom credits and seats
    • Buyer intent data
    • Full API access

Which should you pick?

Choose Insightly if

  • You need contact management.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want deal tracking.

Choose UpLead if

  • You need real-time email verification.
  • You work on web, api.
  • You also want mobile direct dials.

Questions people ask

Is Insightly or UpLead better?
Neither clearly leads. Insightly starts at Free and UpLead at $74/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Insightly or UpLead?
Insightly has a free tier; the other does not. Paid plans start at Free for Insightly and $74/month for UpLead.
Does Insightly or UpLead run on more platforms?
Insightly runs on Web, Ios, Android. UpLead runs on web, api.
Can I use Insightly for free?
Yes. Insightly has a free tier, so you can try it without paying. UpLead starts at $74/month.
What is Insightly best used for?
Insightly is most often used for crm with project delivery tracking after the sale, managing leads, opportunities and customer projects in one record set. Of those, crm with project delivery tracking after the sale and managing leads, opportunities and customer projects in one record set are not what UpLead is typically brought in for.
What can Insightly do that UpLead cannot?
Insightly covers Contact management, Deal tracking, Project management, Task management. UpLead covers Real-time email verification, Mobile direct dials, Technographics, Data enrichment.

Answered from the vendors’ own pages

Insightly: How much does Insightly CRM cost?

Insightly CRM plans are priced per user per month when billed annually: Plus at $29, Professional at $49 (the most popular option), and Enterprise at $99. All plans include a 14-day free trial that requires no credit card.

Source
UpLead: What does UpLead cost?

UpLead's Essentials plan starts at $74/month billed annually (or $99/month billed monthly) with 2,040 credits/year, Plus is $149/month annually with 4,800 credits/year, and Professional is custom-priced for larger teams.

Source
Insightly: Is there a free trial for Insightly?

Yes, Insightly offers a 14-day free trial across most products with no credit card required, allowing you to test CRM, Marketing Automation, Support & Ticketing, and AppConnect features.

Source
UpLead: Is there a free plan?

UpLead offers a 7-day free trial with 5 credits so users can test verified email and mobile phone data before subscribing to a paid plan.

Source
Insightly: What record storage limits apply to Insightly CRM plans?

Insightly CRM Plus includes 100,000 records, Professional includes 250,000 records, and Enterprise includes 500,000 records. File storage increases from 10 GB on Plus to 100 GB on Professional and 250 GB on Enterprise.

Source
UpLead: What does UpLead integrate with?

UpLead integrates directly with CRMs like Salesforce, HubSpot, Pipedrive and Zoho, and connects to over 1,500 apps via Zapier.

Source
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