HubSpot vs Insightly

Choosing the best CRM platform that fits your business goals can be a difficult decision. After all, you’re entrusting your customer data to software that needs to be simple enough for the team to use yet powerful enough to accommodate the intricacies of your sales process.

HubSpot and Insightly are two popular marketing CRM platforms that help you to manage your contacts. But which CRM is best for your business? We take a close look at both solutions in this article to draw comparisons and clearly define which tool is best for your business needs.

What Companies Are Best Suited For HubSpot

HubSpot is a great fit for companies that want to scale, but do not have the resources or expertise to build their own marketing, sales, and service function. Its core CRM functionality allows you to build out a comprehensive view of your contacts and prospects. It is designed for companies with complex sales cycles where you may need more functions than just a generic CRM.

The platform can be used across multiple departments depending on the size of your organization and the scale of your business operations. It is best suited for SMB / mid-market B2B companies looking for a single platform to manage their marketing activities.

Overview Of Insightly

Insightly helps small businesses to build and maintain relationships with customers, partners, and vendors, manage projects from start to finish, keep track of important tasks, generate leads, and manage sales performance. You can also follow up with emails and reminders, schedule events and to-dos, and share documents.

Its CRM solution also includes features such as sales automation, lead management, email marketing, and reporting. It gives you the tools to convert potential customers and helps you to build relationships with your existing customers.

Feature Comparison

Both platforms offer a great variety of features that can help you to increase your sales. But how do they compare in terms of features? In the following table, we summarize the key new features offered by both platforms, so that you can easily choose the best tool for your needs.

	HubSpot	Insightly
Typical Customers	Small-Business, Mid-Market, Enterprise	Small-Business, Mid-Market
Free Demo	Yes	Yes
Free Trial	Yes	Yes
Free Plan	$0/Unlimited Users	$0/2 Users
Phone	Yes	Yes
Live Rep	Yes	No
Mail	Yes	Yes
Knowledge Base	Yes	Yes
24/7 Support	Yes	No
Task / Activity Management	Yes	Yes
Campaign Management	Yes	No
Desktop Integration	Yes	Yes
Email Marketing	Yes	Yes
Lead Management	Yes	Yes
Marketing ROI Analytics	Yes	No
Reporting & Analytics	Yes	Yes
Territory & Quota Management	Yes	No

HubSpot offers more features regarding sales force and marketing automation that you can’t get in Insightly. It is a complete package for all of your marketing needs. It offers metrics to measure the progress of your marketing campaign and assign leads to employees with better efficiency.

Pricing Comparison

Both platforms offer the free plan of their software, so you can try them out before you commit to anything. But Insightly offers a free plan for only 2 users while HubSpot offers a free plan for unlimited users. HubSpot’s Free offers more features than Insightly’s free tier that can help small businesses. You can keep records on up to 1,000,000 contacts at no cost. But Insightly free plan offers only 2,500 contacts.

Besides the free plan, the pricing plan of HubSpot range from $45 to $3,200 per month. The price is based on the number of features you use, and the number of contacts in your database. On the other hand, Insightly's pricing ranges from $29 to $99 per month. The price is based on the number of users using the CRM software, as well as the amount of storage space you need.

However, if you compare HubSpot’s free plan with Insightly’s starting plan, HubSpot is giving a better deal in terms of features, users, and contacts.

Onboarding And Training

The best CRM for your business should make it easy for you to get up and running. If a provider offers live or on-demand training, this is a definite plus which HubSpot does.

HubSpot’s setup process is fairly simple and straightforward, as well as being very customizable based on your needs and requirements for using the system.

It offers an incredible amount of onboarding and training content. It provides a robust set of video training resources for all of its products, as well as marketing and sales material. The training materials are extremely well organized, and the website provides numerous paths to navigate through the content.

HubSpot offers consulting-based onboarding sessions where you are trained by one of their experts on how to use their platform. Or, you can work with an agency partner like No Bounds Digital who will set up your HubSpot account for you in a way that aligns with your business goals.

On the other hand, Insightly offers free access to its knowledge base, which is filled with articles that cover the basics of getting started with the software. However, it doesn't have one on one onboarding sessions like HubSpot offers.

Migration Options

Migrating platforms can be a pain. There are many factors that need to be considered when you are planning to migrate your platform and data in an efficient manner. But you don’t have to worry about it because there are many options for you. HubSpot offers various tools that are designed to help you deal with this issue.

HubSpot has built-in integrations and import options to make migrating from other platforms easy. It also offers a number of paid migration options for customers wanting more assistance for larger migrations or needing more advanced services. The professionals at HubSpot will walk you through the process and assist with any questions that come up along the way.

You can also work with a partner, like No Bounds Digital for migrating your data from an old platform to HubSpot. They specialize in helping businesses migrate their data from other platforms into HubSpot as well as ensuring that all their needs are met after migration.

Customer Service Experience

HubSpot offers customer service via phone, email, and live chat. Professional and Enterprise plans offer 24/7 phone support. It's good to know that you'll always have a person to talk to in the case of a crisis.

You will be connected with a representative within minutes of starting the chat. It also has a knowledge base with a series of articles and videos to help you. Its full support is included in your plan so, you don’t need to pay extra for the support.

On the other hand, Insightly's customer service has phone, mail, bot-chat support, and articles in its help center. There is no 24/7 support option, however. The response time for tickets is relatively slow, and the customer service experience is definitely not as good as HubSpot.

Conclusion: HubSpot Vs Insightly

While both of them are great CRMs for businesses, HubSpot is a little bit better than Insightly. HubSpot has an edge over Insightly in terms of feature, support, reliability, and ease of use. It provides a clearer view of customer information and presents a more seamless CRM experience. Its free plan is also a better solution for startups and small businesses. It has a larger range of features to offer, which will likely be expanded upon over time.