Insightly vs Surfe: CRM Platform vs Data Enrichment Tool Comparison
Compare Insightly (CRM platform) and Surfe (data enrichment tool) side by side. See pricing, features, and integrations to decide which one, or both, your stack needs.
Insightly is a CRM platform for pipeline tracking and customer relationship management, starting at $29/mo, while Surfe is a data enrichment tool for B2B contact and company data, starting free. Insightly suits teams needing deal tracking and forecasting; Surfe suits teams needing accurate contact data for target accounts. Many teams use both together.
Key takeaways
- Insightly's pricing starts at $29/mo for the Plus plan, rising to $49/mo for Professional and $99/mo for Enterprise.
- Surfe offers a free plan with 5 mobile and 20 email search credits per month, plus Company & People Search up to 1,000 results per week.
- Surfe's paid tiers include Essential at $49/mo with 150 email find credits and 50 mobile find credits per month, and Pro at $89/mo with 1,000 email find credits and 100 mobile find credits per month.
- Insightly integrates with 10 tools including Slack, Gmail, QuickBooks Online, Jira, and ZoomInfo, while Surfe integrates with 9 tools including HubSpot, Salesforce, Pipedrive, and Outreach.
- Surfe offers 4 pricing tiers compared to Insightly's 3 tiers.
Reviewed and updated September 2, 2026
Insightly vs Surfe: CRM Platform vs Data Enrichment Tool Comparison
Insightly (CRM platform) and Surfe (data enrichment tool) sit next to each other in many outbound stacks. They are not substitutes for each other on every job, so this comparison covers pricing, features, and integrations for each and points out where the two meet.
The Quick Answer
Insightly is a CRM platform for customer relationship management and sales pipeline tracking; Surfe is a data enrichment tool for B2B lead data and contact enrichment. By each vendor's own wording, Insightly lists lead and contact management and lead assignment and routing, and Surfe lists company & people search and email validation.
Surfe offers a lower entry point at $0/mo compared to Insightly at $29/mo.
If your priority is organizing contacts, tracking deals, and forecasting revenue, Insightly is the one built for it; for finding accurate contact data for target accounts, that is Surfe. Many teams run one of each.
Understanding the Core Difference
Insightly is Insightly is a CRM for fast-growing companies that tracks all pipeline data in one place, auto-scores leads and sends follow-ups. It is sold alongside Insightly marketing automation, support and ticketing, and the AppConnect workflow builder.
Surfe is GTM data platform that finds, enriches and activates accounts and contacts with real-time data and buying signals from multiple providers, with a Chrome extension, CRM sync and an API.
The two platforms take different approaches to solving the same core challenge.
Pricing Comparison
Plus
Free
Insightly Pricing (as of September 2026)
| Plan | Price |
|---|---|
| Plus | $29/mo |
| Professional | $49/mo |
| Enterprise | $99/mo |
Source: Insightly Pricing
Surfe Pricing (as of September 2026)
| Plan | Price | Contacts |
|---|---|---|
| Free | Free | 5 mobile & 20 email search per month; Company & People Search up to 1,000 results per week |
| Essential | $49/mo | 150 email find credits per month and 50 mobile find credits per month |
| Pro | $89/mo | 1,000 email find credits per month and 100 mobile find credits per month |
| Enterprise | Contact Sales | Custom email find and mobile find credits, unlimited email validation |
Source: Surfe Pricing
Pricing Analysis
Surfe offers the lower entry point ($0/mo vs $29/mo). Teams watching their budget will appreciate the savings, especially when starting out.
Surfe offers 4 pricing tiers compared to Insightly's 3, giving you more granularity as you scale.
Surfe includes a free tier, which is helpful for evaluating the platform without upfront cost.
Features Breakdown
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- and 2 more listed below
- Company & People Search
- Email validation
- Business Network integration
- GSheets integration
- Surfe for CRM connector
- Bidirectional Sync to CRM
- and 2 more listed below
Insightly Key Features
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- Advanced reports and pre-built business dashboards
- AI Copilot
Surfe Key Features
- Company & People Search
- Email validation
- Business Network integration
- GSheets integration
- Surfe for CRM connector
- Bidirectional Sync to CRM
- Account Lookalikes
- Prospect List Builder
The two lists below are a diff of each vendor's own feature list by exact wording, so a capability both tools offer can appear on either side under a different name.
Listed only by Insightly
- Lead and contact management
- Lead assignment and routing
- Opportunity management
- Customizable sales processes
- Workflow automation
- Project management
- Advanced reports and pre-built business dashboards
- AI Copilot
Listed only by Surfe
- Company & People Search
- Email validation
- Business Network integration
- GSheets integration
- Surfe for CRM connector
- Bidirectional Sync to CRM
- Account Lookalikes
- Prospect List Builder
Integration Ecosystem
Insightly Integrations
Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Surfe Integrations
Surfe connects with: HubSpot, Pipedrive, Salesforce, Aircall, Clay, Lemlist, n8n, Outreach, Salesloft.
Integrations listed only by Insightly: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.
Integrations listed only by Surfe: HubSpot, Pipedrive, Salesforce, Aircall, Clay, Lemlist, n8n, Outreach, Salesloft.
Use Case Recommendations
Best Fit for Insightly
- Budget-conscious teams looking for an affordable CRM platform
- Organizations with complex tech stacks needing broad integration support (10 integrations)
- Sales teams tracking deals from first touch to close
- Managers who need pipeline visibility and forecasting
Best Fit for Surfe
- Budget-conscious teams looking for an affordable data enrichment tool
- Teams that want to start free and scale up as needs grow
- Enterprise buyers who prefer custom pricing and dedicated support
Feature Comparison Summary
| Feature | Insightly | Surfe |
|---|---|---|
| Starting Price | $29/mo | Free |
| Top Tier Price | $99/mo | Contact Sales |
| Total Features Listed | 8 | 8 |
| Integrations | 10 | 9 |
Getting Started Checklist
- Define your customer relationship management and sales pipeline tracking and B2B lead data and contact enrichment requirements and monthly budget
- Estimate your expected contacts and deals and data credits or contact lookups to find the right tier
- List the integrations your team currently relies on
- Sign up for free trials or demos of both platforms
- Run a small test with each tool before making a commitment
- Evaluate the onboarding experience and support quality
Final Thoughts
Insightly serves the customer relationship management and sales pipeline tracking side of an outbound stack and Surfe the B2B lead data and contact enrichment side. Surfe offers a more accessible entry point, while Insightly starts at $29/mo. Your decision should weigh pricing against the specific features that matter most for your workflow.
Start with a trial of each to see which platform fits your team's daily process. The best tool is the one your team actually uses consistently.
Pricing and features verified as of September 2026. Visit Insightly and Surfe for current information.
Frequently asked questions.
Frequently asked questions- What's the main difference between Insightly and Surfe?
- Insightly is a CRM platform built for tracking customer relationships and sales pipelines, while Surfe is a data enrichment tool focused on finding and enriching B2B lead and contact data. Insightly lists features like lead assignment and opportunity management, while Surfe lists company and people search plus email validation.
- How much does Insightly cost compared to Surfe?
- Insightly starts at $29/mo for its Plus plan, with Professional at $49/mo and Enterprise at $99/mo. Surfe starts free, with a Free plan offering limited search credits, then Essential at $49/mo, Pro at $89/mo, and a custom-priced Enterprise tier.
- Can Insightly and Surfe be used together?
- Yes, the article notes that many teams run one of each tool because they solve different jobs. Insightly organizes contacts, tracks deals, and forecasts revenue, while Surfe finds accurate contact data for target accounts, so they complement rather than replace each other.
- Which integrations does Surfe support?
- Surfe integrates with HubSpot, Pipedrive, Salesforce, Aircall, Clay, Lemlist, n8n, Outreach, and Salesloft, according to the article. That totals 9 listed integrations, compared to the 10 that Insightly lists.
- Does Surfe have a free plan?
- Yes, Surfe offers a free tier that includes 5 mobile and 20 email search credits per month, along with Company & People Search up to 1,000 results per week. The article notes this free tier is useful for evaluating the platform before committing to a paid plan.
About the author.
Tim Carden is CMO / CTO at RevenueFlow, which builds and operates outbound revenue engines for B2B companies. Studied at McGill University.
Tim Carden · CMO / CTO
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