HubSpot vs Insightly: Best CRM Platform in 2024

Choosing the right CRM can feel like trying to pick out the perfect pair of shoes – it needs to be the right fit for you.

Are you struggling to decide between HubSpot and Insightly?

Both are popular platforms with powerful features, but they cater to different needs.

In this post, we’ll break down the key differences between HubSpot vs Insightly, helping you understand which one might be the best fit for your business.

HubSpot vs Insightly Overview

To give you the most accurate comparison, we’ve spent weeks testing both HubSpot and Insightly.

We dove deep into their features, explored their pricing plans, and even created test accounts to get a real feel for each platform.

Now, we’re sharing our findings to help you choose the best CRM for your business.

What is HubSpot?

Ever heard of HubSpot? It's kind of a big deal in the CRM world.

Why? Because it offers a ton of features, from sales & marketing tools to customer service & operations hubs, all in one place.

Think of it as your business's central command center.

You can manage contacts, track deals, send emails, and even build landing pages. It's pretty cool.

Key Benefits

HubSpot shines with its all-in-one approach and robust free plan. Here's what makes it stand out:

• Free CRM: Yes, you read that right! HubSpot offers a completely free CRM with unlimited users and up to 1 million contacts.
• Marketing Automation: Automate your marketing tasks, like email campaigns & social media posting, to save time & boost efficiency.
• Sales Pipeline Management: Visualize and track your sales process, making it easier to identify bottlenecks & close deals faster.
• Extensive Integrations: Connect HubSpot with over 1,000 popular business tools to streamline your workflows.

Pricing

HubSpot prefers a variety of pricing plans to suit different needs and budgets:

• Marketing Hub Starter: $20/month
• Starter Customer Platform: Starts at $20/month
• Professional: Starts at $890/month
• Enterprise: Custom Pricing

What is Insightly?

Now, let's talk about Insightly.

It's a CRM, but with a twist! Insightly is known for its strong project management capabilities.

So, if you're looking for a tool to manage both your customer relationships and your projects, Insightly might be your new best friend.

It helps you keep track of everything in one place, from contacts and deals to tasks and deadlines.

Key Benefits

Insightly's superpower is its focus on relationship linking and project management. Here's the lowdown:

• Relationship Mapping: See the connections between your contacts, organizations, and projects to get a complete picture of your network.
• Project Management: Plan, track, and manage projects with features like Gantt charts, milestones, and task dependencies.
• Workflow Automation: Automate routine tasks like sending emails and updating records to free up your time.
• Customizable Dashboards: Create personalized dashboards to monitor your key performance indicators (KPIs) and track progress.

Pricing

Insightly keeps it simple with three clear pricing tiers:

• Plus: Starts at $29/user/month
• Professional: Starts at $49/user/month
• Enterprise: Starts at $99/user/month

HubSpot vs Insightly: Feature Comparison

Alright, let's get down to brass tacks.

We've explored each platform individually, but now it's time for a head-to-head comparison.

Which CRM platform comes out on top? Let's see how HubSpot and Insightly stack up across seven key features.

Contact Management

Both HubSpot CRM and Insightly excel at contact management.

You can easily store and organize contact information, track interactions, & segment your audience for targeted communication.

However, HubSpot's free plan offers more generous contact storage (1 million contacts) than Insightly's free plan (2,500 contacts).  

Lead Management

When it comes to lead management, both platforms offer tools to capture, track, and nurture leads.

HubSpot's marketing automation features provide a slight edge with more sophisticated lead scoring and nurturing capabilities.

Insightly, however, offers robust relationship linking, allowing you to visualize connections between leads and existing contacts.  

Sales Automation

Both CRM systems offer sales automation features to streamline your sales process.

HubSpot boasts a wider range of automation tools, including email sequences, task automation, and deal stage automation.

Insightly focuses on simplifying key sales tasks with features like automated email reminders and pipeline management.  

Marketing Automation

HubSpot is a clear winner in the marketing automation arena.

It provides a comprehensive suite of softwares for email marketing, landing page creation, social media management, and more.

While Insightly offers some email marketing capabilities, it's not as robust as HubSpot's dedicated marketing hub.  

Project Management

Insightly takes the lead with its integrated project management tools.

You can manage projects directly within the CRM solution, track tasks, collaborate with team members, and monitor progress using Gantt charts.

While HubSpot offers some project management features, they are not as comprehensive as Insightly's dedicated project management module.  

Customer Service Tools

HubSpot offers a dedicated service hub with features like ticketing, live chat, & a knowledge base to help you provide excellent customer service.

Insightly, while primarily focused on sales and project management, offers integrations with popular customer service tools to extend its functionality.  

Reporting and Analytics

Both CRM platforms provide reporting and analytics dashboards to track key metrics & gain insights into your business performance.

HubSpot offers more advanced reporting options with customizable dashboards and in-depth analytics.

Insightly's reporting features are more streamlined, focusing on essential metrics and key performance indicators (KPIs).  

What to Look for in a CRM Platform?

• Your Business Size and Needs: A small business might only need basic contact management, while a larger enterprise might require advanced automation and customization.
• Ease of Use: Choose a platform that's intuitive & easy for your team to learn & use.
• Integrations: Make sure the CRM integrates with your existing business tools, such as email marketing tools and accounting software.
• Scalability: Select a CRM that could grow with your business & adapt to your changing needs.
• Customer Support: Look for a vendor that prefers excellent customer support in case you need assistance.
• Budget: Consider your budget and choose a CRM with a pricing plan that fits your needs.
• Mobile Access: If you need to access your CRM on the go, choose a platform with a mobile app.
• Specific Features: Consider any particular features that are important to your business, such as project management, marketing automation, or customer service tools.

Final Verdict (Our Pick)

Choosing the right CRM software can be a game-changer for your business.

It's about more than your managing customer relationships; it's about streamlining processes, boosting efficiency, and driving growth.

Both HubSpot and Insightly are powerful platforms with a lot to offer.

Remember, the best choice depends on your specific needs & priorities.

If you're looking for an all-in-one marketing and sales powerhouse with a robust free plan, HubSpot is the way to go.

But, if your focus is on project management and visualizing relationships, Insightly might be the perfect fit.

We've spent weeks testing these platforms, and our insights are designed to help you make an wise decision.

So, take the plunge and choose the CRM that will empower your business to thrive in 2024 and beyond!

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