Our Verdict
HubSpot CRM and Insightly CRM are both popular customer relationship management platforms that help businesses manage their customer relationships effectively.
HubSpot CRM emerges as the as the winner as an all-in-one platform that prioritizes inbound marketing, scalability, and a robust free version. It can cater to different business needs with its free plan that offers basic CRM features.
On the other hand, Insightly CRM offers comprehensive project management, including contact management and tracking, with a user-friendly interface and a free plan with basic CRM features.
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Why Choose HubSpot CRM
Who HubSpot CRM Is Best For?
HubSpot CRM is a versatile platform suitable for businesses of various sizes. Many businesses can benefit much from it, and it is particularly well-suited for:
- Startups and small businesses: The platform’s user-friendly interface, free plan, and scalability make it an attractive choice for startups and small businesses.
- Companies looking for an all-in-one solution: HubSpot provides a comprehensive suite of tools beyond CRM, including marketing, sales, customer service, and operations, making it a one-stop shop for businesses.
- Sales teams: Sales teams: HubSpot sales tools, such as pipeline management and deal tracking, can improve sales teams’ efficiency and increase the likelihood of closing more deals, making it an excellent choice for businesses with a sales team.
- Marketing-centric businesses: HubSpot is a popular choice for marketing-centric businesses because of its integrated marketing tools and robust marketing automation capabilities.
- Growing businesses: HubSpot is designed to support businesses as they grow, providing additional features and tools to meet their evolving needs without a significant investment.
Who HubSpot CRM Isn’t Best For?
HubSpot CRM may not be the best choice for:
- Large enterprises: Although HubSpot offers enterprise plans, it is limited for large enterprises with complex sales processes, extensive customer data, and a large number of users.
- Highly regulated industries: Businesses with extremely niche requirements may opt for specialized CRM solutions with advanced compliance features for stringent data privacy and security requirements.
Why Choose Insightly CRM
Who Insightly CRM Is Best For?
Insightly is particularly well-suited for businesses that require a CRM system that seamlessly integrates with project management and relationship management. It is best suited for businesses that are:
- Project-based businesses: Insightful project management features can benefit industries such as consulting, IT services, and construction. These project management tools can help track progress, manage tasks, and report on project performance.
- Businesses seeking a unified platform: Insightly is a platform that integrates CRM, project management, and relationship management into one comprehensive tool.
- Businesses valuing relationship building: Insightly can aid customer relationship building with its customizable reporting that allows businesses to track and report on key metrics such as detailed contact information and interaction tracking.
- Teams collaborating on multiple projects: Insightly enhances teamwork and communication with shared project views and task management.
- Small to medium-sized businesses: Insightly is designed to be scalable for small to medium-sized businesses as they grow.
Who Insightly CRM Isn’t Best For?
Insightly might not be the best fit for:
- Businesses requiring extensive marketing automation: While Insightly offers some marketing features, it might not be as comprehensive as other marketing automation platforms. It offers no built-in marketing tools, which may be a drawback for some businesses.
- Businesses that need a free option: Unlike HubSpot, Insightly does not offer a free CRM plan. This can be a drawback for businesses that are just starting out and have a limited budget.
- Large enterprises: Businesses with extremely large datasets and business models that need extensive customization might require a more robust and scalable CRM solution, as Insightly might be limiting.
HubSpot CRM vs. Insightly CRM: Main Differences
| HubSpot CRM | Insightly CRM |
Focus | HubSpot CRM focuses on sales and marketing automation. | Insightly focuses on CRM and project management. |
Free plan | HubSpot offers a free plan with advanced integrations, reporting tools, and support channel options. | Insightly free plan is limited to users, offering basic features. |
Strengths | HubSpot boasts extensive marketing automation, robust sales tools, robust reporting and analytics, and a free plan. It is an all-in-one platform. | Insightly CRM boasts strong project management features, relationship management, integration capabilities, and a user-friendly interface. |
Users | HubSpot is suitable for businesses prioritizing inbound marketing, lead generation, and sales pipeline management. | Insightly is suitable for businesses with project-based work, requiring robust relationship management, and seeking a comprehensive CRM and project management solution. |
HubSpot CRM vs. Insightly CRM: Standout Features
HubSpot CRM Standout Features
- Comprehensive marketing automation: HubSpot is a leading provider of comprehensive marketing automation, offering features such as email marketing, lead scoring, and workflow automation, allowing businesses to manage their marketing and customer relationships in one platform.
- Robust sales tools: HubSpot offers robust sales tools such as pipeline management, deal tracking, and quote creation, which can be useful for businesses with a sales team.
- In-depth analytics and reporting: HubSpot offers comprehensive analytics and reporting, providing a diverse range of metrics to gauge marketing and sales performance.
- Free plan: HubSpot’s free plan is a major standing feature, offering small businesses a way to try out a CRM without a significant investment.
Insightly CRM Standout Features
- Project management integration: Insightly’s key feature is its integration of CRM with project management, providing a comprehensive solution for professional services firms to track their deals and projects more efficiently.
- Scalability: Insightly offers scalable solutions for businesses of all sizes, providing flexible pricing plans and features to support your business growth.
- Customizable reporting and dashboards: Insightly offers customizable reporting and dashboards, allowing businesses to visually analyze data and make informed decisions based on valuable insights. This helps them provide a comprehensive view of their customer relationships.
- Notable features: Insightly offers lead management, opportunity management, contact management, document management, workflow automation, and integration with third-party applications for efficient lead capture, nurturing, and customer conversion.
Pros and Cons of HubSpot CRM
Pros
- User-friendly interface: HubSpot design is easy for teams to adopt and use because of its intuitive nature.
- Scalability: HubSpot can grow with your business by offering plans that will accommodate all different sizes and needs.
- Marketing tools: HubSpot is designed as a marketing tool, offering numerous marketing features such as A/B testing and marketing automation.
- All-in-one platform: HubSpot is an all-in-one platform, offering marketing, sales, operations, and customer service tools, making it a one-stop shop for businesses.
- Free plan: The free version offers businesses access to core CRM functionalities, giving startups and small businesses an opportunity without a significant investment.
- Strong reporting and analytics: HubSpot offers robust tools to track performance and calculate return on investment (ROI).
Cons
- Steep learning curve for advanced features: HubSpot prides itself on its user-friendly interface; however, mastering its advanced features might require more time and effort.
- Pricing: Although HubSpot’s free plan is attractive, its higher tiers can become expensive, especially for larger teams.
Pros and Cons of Insightly CRM
Pros
- Project management integration: This is Insightly’s standout feature to enable seamless tracking of projects and deals on one platform.
- Scalability: With flexible pricing plans, Insightly is able to accommodate businesses of all sizes.
- Customizable reporting and dashboards: Insightly’s customizable reporting is a major strength; it allows you to tailor reports and dashboards to gain valuable insights into your business performance.
Cons
- Customer support: Some users have reported that Insightly support team isn’t helpful; it lacks customer support quality.
- Pricing: Like HubSpot, Insightly is on the expensive side, its best plans are very pricey, especially for large enterprises.
- Limited customization options: While customization is available, it hardly offers any customization options.
HubSpot CRM vs. Insightly CRM: Customer Reviews
HubSpot CRM has a rating of 2.7 out of 5 on Trustpilot, based on 728 reviews. The platform was praised for its user-interphase and third-party integrations, while a few talked about its bad customer support.
Insightly CRM has a rating of 3.2 out of 5 on Trustpilot, based on 408 reviews. It is mostly praised for its project management and marketing automations.
HubSpot CRM vs. Insightly CRM Competitors
Salesforce
Salesforce is a leading cloud-based CRM software that offers comprehensive solutions for sales, marketing, service, and commerce. It offers a 360-degree view of customers, scalable for businesses of all sizes, offers customizable options, and a marketplace for thousands of apps. Salesforce’s key components include Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud, enabling mobile access to CRM data and functionalities.
Freshsales
Freshsales is also a cloud-based CRM solution designed to help businesses manage and nurture their sales pipeline. It features AI-powered sales assistance, lead management, sales pipeline management, deal management, mobile accessibility, email tracking, call logging, and sales analytics.
Pipedrive
Pipedrive is another CRM platform designed for sales teams to visualize and manage their sales pipelines. It offers a user-friendly interface, activity-based selling, sales forecasting, email integration, mobile accessibility, and customizable workflows for deal progression and deal closure.
Zoho CRM
Zoho CRM is another popular CRM option that’s known for its affordability and wide range of integrations. Zoho CRM offers a free version that includes basic CRM features, and its paid versions are significantly cheaper than Salesforce and Monday.com. Zoho CRM has a lot of customization options, and it integrates with a wide range of third-party apps. However, some users have reported issues with the platform’s reliability and customer support. Additionally, Zoho CRM is not as user-friendly as some of its competitors.
Pro Tips
Choosing the right CRM for your business can be a task. Here are some pro tips to help you lessen the task of choosing which of these CRM platforms suits your business:
- Understand your business needs: To choose the right platform for your business, consider your business needs, including marketing and sales integration requirements, scalability, and budget.
- Try before you buy: Most CRM platforms offer free trials or demos; try their free plan to test out the platform before committing to it.
- Look for integrations: Ensure the CRM platform you choose integrates with other tools and software that your business uses or will need.
Recap
HubSpot CRM and Insightly CRM are both popular customer relationship management platforms, with HubSpot being an all-in-one, scalable, and robust platform for inbound marketing while Insightly CRM offers comprehensive project management with a user-friendly interface.
