HubSpot CRM vs Insightly

• Hubspot CRM is fantastically easy to navigate and use. Having used three other big-name CRM systems, I would say Hubspot has been by far the easiest to set up and use on a regular basis. The list and contact profile views are beautifully designed and intuitive to manipulate as needed.
• Hubspot CRM's Lists functionality is so convenient for segmenting your master contact list in all sorts of ways. I use it anytime I need to find out how many or who from our list fits a narrow set of criteria. Even in past jobs where we had other database tools that we could use, Hubspot was the fastest and easiest to get that information.
• Hubspot makes it easy to import your contact lists from other tools and sources. The migration tool is intuitive and works reliably. I was able to onboard a list of about 500 contacts in less than 10 minutes, including the time it took to diagnose compatibility errors on the first import.

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• Within GMAIL - the sidebar is an amazing tool and has so much potential!
• Within GMAIL - so save into Insightly and link is very very helpful
• Insightly's search is very good
• Being able to tag the contact is helpful
• The corroboration with Mailchimp is awesome

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• The ON or OFF nature of tracking email means that you’re not only capturing conversations with prospects, but with anyone you interact with. This can add redundant or undesirable data to your CRM. It would be nice to be more selective with tracking, or have the ability to customize tracking specific types of interactions.
• Setup and Implementation calls were not extensively planned or organized, meaning we spent much of our time with the specialist going over previously discussed user requirements and troubleshooting, rather than implementing our desired state.
• Features and functionalities like data point anchoring for reporting (which were promised during the sales process), were either incomplete or did not function as expected. Once we entered a formal engagement, it was communicated to us that we could not build some of our desired reports as envisioned and that email tracking would only be possible by manually clicking a checkbox in all outgoing messages. This led to further troubleshooting and requirements gathering, taking away from our bank of allotted hours with our implementation specialist.
• Our client success manager was very helpful and friendly, however, no clear communication channels were established outside the CSM. This meant that we couldn’t always be sure where to properly route requests for setup, feature clarification, etc., as some of those responsibilities were not the CSMs.
• Once our requirements became more clear to the Services team, we were informed that we would need to invest in the more expensive version of Hubspot CRM for Premium features and customization, some of which would not be available until an upcoming release.
• We ended up having to manage most of the data migration ourselves, relying on an intern and internal project management to manually de-duplicate contact and company details from Pipedrive.
• Reporting and dashboard-building on outreach activities was cumbersome, and not intuitive, relying on an axis-system of data points that even our Implementation Specialist struggled with at times.

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• Would be great if you could integrate with your select email marketing platform, or if Insightly provided email marketing tools similar to mainstream platforms.
• I am a Microsoft product user and would like better integration with those products.
• Would be nice to have templates for different business types.

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• Increased prospecting power is a definite plus. The tools it puts in your reps hands will help them propspect more efficiently and powerfully, e.g. Sidekick and HubSpot company database.
• Better deal tracking and reporting.
• More effective followups using the rich background information available on the timeline.
• Better communication internally to make our sales, marketing, and underwriting teams more effective and work better together.

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• The most important effect that Insightly has had on our company is the unified organization of information available to the entire company. If someone leaves the company, or is just out sick, all of the info for their clients and their projects is available for management to use to keep business moving. For instance, I was called away for a family emergency and forgot to reschedule an in-house demo with a client. When the client showed up, my boss (the CEO of the Company) was able to review the client file, read the notes on the product demo and the client's needs and he was able to perform the demo himself. All of the information was right there to get him up to speed on why our client was there and what they needed.
• Efficiency is the next major positive impact that Insightly has brought. As a small, yet growing company, our employees have to be able to wear multiple hats and perform variety of functions. Insightly has brought such organization to my life that I am now able to keep much better track of all my daily tasks and in fact get so much more done in less time. My efficiency and productivity have increased dramatically.

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