HubSpot vs Insightly: Which CRM reigns Supreme in 2023 and Days to Come

Customer Relationship Management (CRM) is a critical tool for businesses, centralizing customer data to streamline interactions. It's especially vital for sales, marketing, and customer service-driven enterprises.

CRM helps understand customer needs, personalize offerings, and enhance satisfaction. Automation simplifies tasks, improves efficiency, and reduces errors. This tool is indispensable for all businesses, nurturing loyalty, driving growth, and ensuring competitiveness in today's market.

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In the world of CRM software, it's a battle royale between HubSpot and Insightly.

Picture this: two heavyweight champions in the ring, each with its unique superpowers for managing customer relationships and boosting business.

Get ready for a head-to-head showdown that could transform the way you connect with customers and supercharge your growth. It's HubSpot vs. Insightly, the ultimate CRM system showdown. 

We'll break down their strengths and weaknesses, helping you choose the perfect sidekick for your business success. Keep reading to see who will reign supreme in this epic clash of CRM titans.

HubSpot vs. Insightly: Choosing the best CRM Software

Choosing the right CRM software can be a game-changer for your business. HubSpot and Insightly are two top contenders, each with its strengths.

HubSpot is known for its user-friendly interface, inbound marketing automation, and extensive sales features. That makes it great for small to mid-sized businesses.

Insightly, on the other hand, also caters to automation and offers flexibility, catering to a broader range of business sizes.

When selecting between HubSpot and Insightly, consider your specific needs, budget, and long-term growth strategy to find the CRM software that aligns best with your goals.

HubSpot vs. Insightly: Contact and Lead Management

Contact and lead management are vital facets of Customer Relationship Management (CRM).

Contact management involves organizing and maintaining detailed records of individuals or entities. It aids in efficient communication and interaction tracking.
Lead management, on the other hand, focuses on potential customers. It tracks their journey from initial interest to conversion. This includes lead generation, scoring, and personalized communication to convert them into paying customers. 

Contact and lead management in a CRM system improve communication, and engagement, and help businesses customize their marketing and sales, strengthening customer relationships.

HubSpot CRM comes with simplified contact and lead management, supported by potent automation.
It aids in efficient contact organization, and nurturing across the customer journey. Offering detailed contact profiles, lead scoring, and intuitive segmentation, HubSpot enables highly personalized interactions.

Source: HubSpot

Conversely, Insightly allows serviceable contact and lead management, lacking HubSpot's finesse. While Insightly CRM provides essential contact management, its lead scoring and advanced automation capabilities fall short. Insightly suits businesses with basic contact needs or a primary focus on base-level task management.

Source: SellingSignals

Advanced lead scoring capabilities are somewhat limited in Insightly compared to more specialized CRM tools like HubSpot. Insightly, in terms of Lead Management, provides basic lead-scoring functionality.
Insightly doesn't offer the same level of customization, automation, or advanced scoring algorithms found in dedicated CRM systems. 
Businesses with more complex lead-scoring requirements may find other CRM solutions better suited to their needs.

Insightly, though somewhat limited, is a viable alternative for businesses with simpler requirements. The decision pivots on your business's specific contact and lead management demands and the role they play in your broader CRM strategy.

Verdict: HubSpot excels over Insightly in Lead and Contact management due to its ease of use. HubSpot CRM is built for contact organization and lead nurturing, making it easy to maintain detailed profiles and apply lead scores. This enables highly personalized interactions with potential customers.
Insightly is a tool suitable for basic needs, it falls short in advanced lead scoring and personalized engagement, making HubSpot the superior choice for businesses seeking effective Lead and Contact management.

HubSpot vs. Insightly: Pipeline Management

HubSpot's pipeline management tools are a testament to simplicity and efficiency. The platform offers an intuitive interface that empowers sales teams to effortlessly track deals, monitor progress, and make accurate sales forecasts. This ease of use is a game-changer, allowing your salesforce to concentrate on the core task of closing deals rather than grappling with complex software.

What sets HubSpot apart goes beyond its user-friendliness. It seamlessly integrates with marketing and customer service functions, creating a unified ecosystem that enhances cross-functional collaboration and a holistic customer experience. This integration is a significant advantage, as it streamlines data sharing across teams and ensures consistent customer interactions throughout the entire lifecycle.

Source: HubSpot

Additionally, HubSpot's reporting and analytics capabilities are robust, providing valuable insights into sales performance, customer behavior, and ROI. These insights enable data-driven decision-making, helping your business fine-tune its sales strategies for maximum effectiveness.

On the other hand, Insightly's CRM may require a steeper learning curve for pipeline management. Setting up and navigating its pipeline tools can be more time-consuming. That potentially impacts your sales team's productivity. Moreover, Insightly also lacks some of the integrated features and in-depth analytics that HubSpot offers. This limitation can hinder your ability to gain a comprehensive understanding of your sales processes and customer interactions.

Verdict: HubSpot's user-friendly approach to pipeline management, coupled with its broader ecosystem and robust analytics, makes it the top choice for businesses seeking efficient sales management tools. It not only simplifies the pipeline but also elevates your ability to make data-driven decisions and deliver exceptional customer experiences. If you want to maximize your sales team's efficiency and provide them with the best tools for success, HubSpot is the CRM for superior sales pipeline management.

HubSpot vs. Insightly: Email Integration

Email integration in CRM is like having your email inbox right within your customer database.
It's a scalable CRM feature that turns your CRM system into your personal assistant, helping you manage conversations with customers and leads. 
Just like your email app, it keeps all your messages organized and accessible, making it easier to communicate and build relationships. For instance, when a customer sends you an inquiry, CRM instantly connects it to their profile, so you have all their information in one place.
This way, you can respond quickly and personalize your replies, improving customer satisfaction and boosting sales

HubSpot streamlines email integration by smoothly connecting with popular email platforms like Gmail and Outlook. This ensures a hassle-free and efficient communication process. 

Source: HubSpot

HubSpot also brings the advantage of real-time email tracking and reporting. This means your team can instantly see how emails are performing and make timely adjustments to improve communication strategies. Additionally, HubSpot's automation capabilities enable the creation of personalized email responses based on the actions of email recipients. This tailored approach enhances engagement and communication effectiveness.

On the other hand, Insightly offers email integration but with certain limitations. While it can handle basic email syncing and contact management, it may not provide the same level of real-time tracking and robust automation as HubSpot. This could mean missed opportunities for quick responses and a less efficient communication process.

Verdict: HubSpot wins over email integration with its seamless syncing, real-time tracking, and advanced automation features. Insightly is functional but may not offer the same efficiency and customization potential. For new teams seeking to optimize their email communication processes, HubSpot presents a more comprehensive and effective solution.

HubSpot vs. Insightly: Task, Activity & Project Management Features

Task, activity, and project management are vital to keeping a business organized and efficient. Tasks represent individual actions or to-do items, activities involve customer interactions, and projects encompass larger initiatives with multiple tasks.
These are some very important popular CRM requirements. CRM and Project Management walk hand in hand.
They help teams create, assign, and track tasks, ensuring nothing falls through the cracks. Activities are logged, providing a history of customer interactions for better relationship management. In addition, CRMs often offer project management features, allowing teams to plan, execute, and monitor projects effectively. Overall, CRMs streamline these processes, enhancing productivity and facilitating smoother customer engagement.

Our Insightly vs HubSpot discussion will give special importance to this section.

In comparing HubSpot and Insightly for tasks, activity, and project management, both Insightly and HubSpot emerge as versatile and robust options.

HubSpot excels in task management. It offers a comprehensive system that simplifies the creation, assignment, and tracking of tasks.
Teams can effortlessly set due dates and assign tasks to specific team members, ensuring everyone knows their responsibilities. This level of organization is invaluable for maintaining efficiency and meeting deadlines. Additionally, HubSpot includes activity tracking, enabling users to log customer interactions seamlessly.
This feature allows for a complete history of customer engagements, aiding in relationship management and improving customer service.

While HubSpot may not provide highly advanced project management features, it does support basic project tracking. Teams can establish task dependencies and timelines, facilitating the coordination of project components and ensuring smooth progress.

Source: HubSpot

Insightly is a strong contender in task management, offering basic yet effective features. 
It competently handles task creation and assignment. Insightly also includes activity management, matching HubSpot's capabilities in this regard.
However, where Insightly falls short compared to HubSpot is in the domain of project management. While it does provide task lists and timelines, it offers fewer advanced project management tools.
Insightly's project management features may suffice for less complex projects but could be limiting for more intricate ones.

Verdict: Both offer capable project management solutions. But, HubSpot edges ahead slightly due to its more extensive set of features, which can better accommodate the demands of complex projects. However, Insightly remains a viable choice for small businesses with simpler project management needs.

HubSpot vs. Insightly: Reporting and Analytics

HubSpot, renowned for its user-friendly interface, places a strong emphasis on reporting and analytics for marketing and sales professionals by providing comprehensive tools to track essential KPIs.
Key Performance Indicators, or KPIs, are vital metrics that businesses use to gauge their performance and progress towards specific objectives.

HubSpot provides customizable dashboards, equipped with real-time tracking capabilities. Users can effectively monitor their Key Performance Indicators (KPIs), empowering them to make data-driven decisions and measure their success in areas such as marketing campaign effectiveness, sales performance, and customer interactions.
Even HubSpot's low-cost CRM plans offer detailed Reports and Analytics.

Source: HubSpot

In contrast, Insightly takes a more simplified approach to reporting and analytics, serving as a valuable option for organizations seeking basic data analysis without the complexity of HubSpot.
Insightly's reporting and analytics features encompass customizable reports, providing tailored data analysis for sales, projects, and customer relationships. The platform also offers visual dashboards for intuitive, easy-to-understand data presentations, along with email tracking and analytics to monitor email interactions for improved engagement insights.

 
Verdict: Insightly's reporting features are functional, but they might not offer the same depth in tracking and analyzing KPIs as HubSpot's offerings. However, if your primary focus is CRM without the need for extensive marketing and sales KPI analytics, Insightly could be a straightforward solution.

HubSpot vs. Insightly: Workflow Automation

HubSpot and Insightly offer differing approaches to workflow automation. HubSpot focuses on streamlining marketing and sales processes, simplifying tasks for users. Its user-friendly platform allows for easy setup of automated workflows, making it ideal for businesses seeking a straightforward automation solution.

Insightly, on the other hand, emphasizes task and project management with automation as a supporting feature. While it provides basic automation tools, they may not be as comprehensive as HubSpot's. Insightly's automation features are geared more towards managing tasks and projects within the CRM.

Verdict: HubSpot excels in marketing and sales workflow automation, simplifying processes for users. Insightly, on the other hand, offers basic automation functionality, primarily centered around task and project management. The choice between the two depends on your business's automation needs and whether you prioritize marketing and sales automation or task and project management.

HubSpot vs. Insightly: Mobile Access

HubSpot and Insightly differ in terms of mobile access.

HubSpot offers a free CRM dedicated mobile app that allows users to access CRM data and tools seamlessly on smartphones and tablets. This mobile app provides convenience for sales and marketing professionals who need to stay connected and access critical information while on the go.

In contrast, Insightly also offers mobile access through a mobile-friendly web interface. While it provides basic CRM functionality on mobile devices, it may not offer the same level of user experience and feature depth as HubSpot's dedicated mobile app. Insightly's mobile access can be suitable for users who require occasional access to CRM data but may not be as efficient for those who heavily rely on mobile CRM usage.

Verdict: HubSpot's dedicated CRM app delivers a superior and user-friendly experience, ensuring seamless CRM access on smartphones and tablets. While Insightly app offers a mobile-friendly web interface suitable for basic CRM tasks on the go, HubSpot's mobile app provides a more comprehensive and efficient solution for businesses seeking optimal mobile CRM capabilities. Your organization's specific needs and preferences should guide your decision, but HubSpot's dedicated mobile app undoubtedly offers a more robust and user-centric mobile access experience.

HubSpot vs. Insightly: Contact Segmentation

HubSpot is renowned for its robust contact segmentation features.
With HubSpot, you can segment contacts based on a multitude of criteria, including demographics (such as location, age, or company size), behavior (such as website visits, email opens, and form submissions), and engagement history (such as past purchases or interactions).
This level of granularity allows businesses to create highly targeted and personalized marketing campaigns. Additionally, HubSpot's integration with marketing automation tools enhances segmentation further, enabling dynamic list creation based on real-time user interactions.

Insightly provides ground-level basic contact segmentation options. Insightly also lets users create groups or categories for contacts, which can be useful for organizing contacts into broad buckets. 
However, the criteria for segmentation in Insightly may be limited compared to HubSpot. This simplicity can be advantageous for smaller businesses or those with straightforward CRM needs but may prove less effective for enterprises requiring more intricate segmentation for tailored marketing and sales strategies.

Verdict: In terms of Contact Segmentation, HubSpot CRM is slightly better than Insightly. HubSpot excels in providing advanced segmentation capabilities for in-depth targeting and personalization, while Insightly offers a simpler segmentation approach suitable for less intricate CRM needs. Consider your specific segmentation needs when selecting the CRM platform that best aligns with your objectives.

HubSpot vs. Insightly: Document Management

HubSpot provides users with a robust suite of document management features that smoothen the process of storing, organizing, and sharing files within the CRM platform. It incorporates version control, simplifying the tracking of document revisions, and seamlessly integrates with popular cloud storage services, enhancing flexibility and accessibility.

In contrast, Insightly's document management capabilities are more streamlined, offering basic functions. While users can attach documents to contacts and projects, the platform may not offer the same depth in terms of document organization and collaboration tools as HubSpot. Insightly's document management may suffice for straightforward file storage needs, but it may pose limitations for organizations with more complex document workflows.

Verdict: When choosing between HubSpot and Insightly for document management, consider your organization's specific requirements. HubSpot's feature-rich document management system is well-suited for businesses seeking advanced file organization, version tracking, and effortless file sharing.
Conversely, Insightly has a simple approach to document management. It could be a suitable choice for smaller organizations with uncomplicated document needs. But, you can't say that Insightly is a better HubSpot alternative for Document management.
Tailor your decision based on the specific document management capabilities that align with your organization's objectives.

HubSpot vs. Insightly: APIs and Integration Ecosystem

HubSpot and Insightly differ significantly in their APIs and integration ecosystems. These elements are crucial for businesses looking to connect their CRM systems with other tools and applications, streamlining workflows and enhancing overall efficiency.

HubSpot boasts a robust and extensive integration ecosystem. It offers a wide array of pre-built integrations with popular tools such as Mailchimp for email marketing, Shopify for e-commerce, and Slack for team communication. This means businesses can seamlessly connect HubSpot with their preferred third-party applications, creating a cohesive work environment. For instance, integrating with Mailchimp allows users to automate email marketing campaigns and track customer interactions more efficiently.

Furthermore, HubSpot offers a well-documented API, enabling custom integrations with specific tools and applications unique to a business's needs. This flexibility allows for the creation of tailored solutions. For example, an e-commerce company could develop a custom integration between HubSpot and their inventory management system for real-time product availability updates and customer communication.

Insightly, while functional, may not offer the same level of integration possibilities as HubSpot. Its integration ecosystem is less extensive, with fewer pre-built options. This could potentially limit a business's ability to seamlessly connect with the tools they rely on. For instance, if a company uses QuickBooks for accounting, they might find fewer integration options with Insightly compared to HubSpot.

Verdict: HubSpot's API and integration ecosystem stands out as the better choice for businesses seeking a wide range of integration options and flexibility. Its extensive pre-built integrations, such as those with Mailchimp and Shopify, simplify daily operations and streamline marketing efforts. Additionally, HubSpot's robust API allows for the development of custom solutions, ensuring a tailored fit for specific business needs. While Insightly remains a functional CRM, its more limited integration options may hinder the creation of a fully cohesive and efficient workflow for businesses requiring diverse and customizable integrations.

HubSpot vs. Insightly: Marketing and Sales Process Automation 

HubSpot offers workflows that enable businesses to automate email marketing campaigns, lead nurturing, and follow-up communications. It also excels in lead scoring, where it assigns scores to leads based on their interactions with the brand. This automation aids sales teams by identifying the most promising leads for follow-up, ultimately saving time and increasing efficiency.

Its content marketing tools help users plan, create, and distribute content, allowing businesses to engage their audience consistently.
For example, HubSpot's blog creation tools simplify the process of publishing and promoting blog posts, reaching a wider audience and nurturing leads over time.
HubSpot also provides an integrated landing page builder that allows businesses to design, publish, and optimize landing pages for lead generation and conversion. Users can easily customize landing page templates, perform A/B testing to optimize performance and integrate forms to capture leads directly within the platform.

On the other hand, Insightly offers basic automation features. While it allows users to automate certain aspects of contact management and task assignment, it may not be as comprehensive as HubSpot's automation capabilities. For instance, Insightly may be suitable for simple task reminders or basic email follow-ups, but it lacks the depth of automation offered by HubSpot.

Verdict: HubSpot excels in marketing and sales process automation, offering a comprehensive suite of tools for businesses to automate email marketing, lead scoring, and content creation. These features enhance efficiency, save time, and enable more targeted engagement with leads.
While Insightly serves as a functional CRM, its limited automation capabilities may fall short for businesses seeking advanced marketing and sales process automation. HubSpot is the best choice for organizations looking to streamline their marketing and sales workflows.

HubSpot vs. Insightly: CRM Pricing Plans

HubSpot provides a range of pricing plans designed to accommodate businesses of all sizes. HubSpot offers a free plan that covers all essential CRM features. 
HubSpot's paid plans offer more advanced features, such as marketing automation, sales automation, and customer support tools, allowing businesses to scale their CRM capabilities as they grow.
For instance, the Starter CRM suite bundle plan offers email marketing and basic reporting, while the Professional and Enterprise plans provide more advanced features like lead scoring and predictive lead analytics.

HubSpot's pricing plans are known for their transparency, and they often include additional tools like content management and analytics as part of the package. This all-in-one approach simplifies budgeting and ensures that businesses have access to the tools they need to succeed.

Insightly, though a popular CRM, offers fewer pricing options. It has a free plan and a paid plan. The paid plan includes more advanced CRM features.

That's a big difference between HubSpot and Insightly.
The Insightly free plan may not cover all the features required for Start-Ups or small businesses.
It's pricing structure also is not as scalable or flexible as HubSpot's. It lacks the diversity of plans and additional tools that HubSpot provides.

Verdict: HubSpot's CRM pricing plans offer greater flexibility and scalability, making it the superior choice for businesses of various sizes. Whether you're a startup or an enterprise-level company,
HubSpot also offers transparent pricing and a comprehensive feature set. It includes marketing and sales automation, cater to a broader range of CRM needs. While Insightly may suffice for basic CRM requirements, it may lack the pricing options and advanced features that businesses require as they grow and evolve. HubSpot's pricing plans provide a more comprehensive and adaptable solution for long-term CRM success. Compared to Insightly, the HubSpot free CRM is an attractive choice for startups and small businesses seeking to manage customer relationships without breaking the bank.

Below is a HubSpot CRM vs Insightly price comparison chart, as demonstrated by HubSpot:

Overall Rating Breakdown: Which CRM Solution wins between Insightly and HubSpot?

HubSpot is suitable as a more versatile CRM solution for most businesses compared to Insightly due to its comprehensive feature set and scalability. HubSpot's user-friendly interface, robust marketing and sales automation, and extensive integration ecosystem make it a well-rounded choice for businesses of all sizes.

HubSpot's CRM offers not only essential contact management but also advanced marketing automation, sales automation, and customer support tools, catering to diverse business needs. Its flexible pricing plans accommodate both startups and enterprises, ensuring scalability as businesses grow.

HubSpot undoubtedly wins in the comparison of HubSpot vs. Insightly. 

Additionally, HubSpot's extensive integration options enable seamless connectivity with various third-party applications, enhancing workflow efficiency. Its focus on inbound marketing aligns with modern business strategies, helping generate leads and nurture customer relationships effectively.

Yet still, Insightly is a reputed software. There are many examples in the market that show how Insightly helps small businesses generate and manage leads effectively.

Prepared to decide between Insightly and HubSpot?

Many of our partners are already using HubSpot with great reviews. If you need a CRM solution and want to know more about HubSpot CRM and Insightly, then contact our team right away. 

Choosing your CRM and implementing it within your workforce is now a lot easier with our Support system. Plus our dedicated HubSpot crew will answer all questions and confusions you are having.

We are your one-stop solution HubSpot diamond partner. We will get your HubSpot account and integrations running in a jiffy.

Make the choice today, and give your business the growth it deserves.