Insightly vs Upnify
A factual comparison of features, pricing, and capabilities.
Insightly
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.
Upnify
Upnify Suite is an all-in-one sales platform with a CRM for sales control, follow-up and pipeline visibility, plus Engage (campaigns and lead activation), Connect (multichannel conversations including WhatsApp) and Flow (process automation). The MAX package bundles all four; products are also sold standalone.
Pricing comparison.
Monthly rates shown. Annual billing may offer discounts. Visit official sites for current pricing.
Feature comparison.
| Feature | Insightly | Upnify |
|---|---|---|
| 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 | ||
| Sales control, follow-up and pipeline visibility | ||
| Campaigns, events, widgets and lead activation | ||
| Multichannel service and centralized conversations | ||
| Process automation, tasks and operations | ||
| Email, SMS and WhatsApp campaigns | ||
| Automatic responses via email or WhatsApp | ||
| Billing |
Native integrations.
Insightly
Upnify
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Information gathered from official sources and may change. Pricing and features last verified 9/4/2026. Please visit the official websites for the most current information.