Insightly vs UserGems: CRM Platform vs Data Enrichment Tool Comparison

Insightly vs UserGems: CRM Platform vs Data Enrichment Tool Comparison

Insightly is a CRM platform; UserGems is a data enrichment tool. Whether you need one, the other, or both depends on which part of the workflow you are buying for: customer relationship management and sales pipeline tracking on one side, B2B lead data and contact enrichment on the other. This guide lays out what each vendor publishes.

The Quick Answer

Insightly is a CRM platform for customer relationship management and sales pipeline tracking; UserGems 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 UserGems lists build list (create & enrich) and account & contact scoring.

Insightly offers a lower entry point at $29/mo compared to UserGems at $3333/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 UserGems. 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.

UserGems is Surfaces companies and buyers showing buying signals, then discovers, enriches and scores the matching accounts and contacts. Deploys AI agents to run outbound and account-based marketing from those signals.

The two platforms take different approaches to solving the same core challenge.

Pricing Comparison

$29/moInsightly entry plan

Plus

$3333/moUserGems entry plan

Core

Insightly Pricing (as of September 2026)

Source: Insightly Pricing

UserGems Pricing (as of September 2026)

Source: UserGems Pricing

Pricing Analysis

Insightly is more affordable at the entry level ($29/mo vs $3333/mo). For teams with tight budgets or those just getting started with customer relationship management and sales pipeline tracking and B2B lead data and contact enrichment, this price difference matters.

Features Breakdown

Insightly lists

• Lead and contact management
• Lead assignment and routing
• Opportunity management
• Customizable sales processes
• Workflow automation
• Project management
• and 2 more listed below

UserGems lists

• Build List (create & enrich)
• Account & Contact Scoring
• Automated Campaigns
• Writing Agent
• Research Agent
• AI Co-pilot Chrome Extension
• 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

UserGems Key Features

• Build List (create & enrich)
• Account & Contact Scoring
• Automated Campaigns
• Writing Agent
• Research Agent
• AI Co-pilot Chrome Extension
• Contact-level Intent & Web Deanonymization
• CRM Hygiene

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 UserGems

• Build List (create & enrich)
• Account & Contact Scoring
• Automated Campaigns
• Writing Agent
• Research Agent
• AI Co-pilot Chrome Extension
• Contact-level Intent & Web Deanonymization
• CRM Hygiene

Integration Ecosystem

Insightly Integrations

Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.

UserGems Integrations

UserGems connects with: Salesforce, Hubspot, Outreach, Salesloft, Gong Engage, Linkedin, Meta, Google.

Integrations listed only by Insightly: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.

Integrations listed only by UserGems: Salesforce, Hubspot, Outreach, Salesloft, Gong Engage, Linkedin, Meta, Google.

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 UserGems

• Mid-market to enterprise teams with established B2B lead data and contact enrichment budgets
• Revenue operations teams building targeted prospect lists
• Marketing teams enriching CRM data for segmentation
• Sales teams researching target accounts

Feature Comparison Summary

Getting Started Checklist

1. Define your customer relationship management and sales pipeline tracking and B2B lead data and contact enrichment requirements and monthly budget
2. Estimate your expected contacts and deals and data credits or contact lookups to find the right tier
3. List the integrations your team currently relies on
4. Sign up for free trials or demos of both platforms
5. Run a small test with each tool before making a commitment
6. 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 UserGems the B2B lead data and contact enrichment side. Insightly offers a more accessible entry point at $29/mo, while UserGems starts at $3333/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 UserGems for current information.