HubSpot CRM vs Insightly

• Ease of use in the beginning - Not a steep learning curve to start using it.
• The free version surprisingly includes a lot of features.
• It can grow with you as your company / client base grows.
• Has increasingly improved its available integrations with other software.
• Surprisingly a lot of great features that integrate with Gmail (what our company uses). Other CRM software are more geared towards Outlook.

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• It is a great CRM tool that is very intuitive and makes it easy to manage opportunities.
• I like that it can clearly show activity on projects, schedule tasks, and effectively manage directory contacts.
• I can automatically subscribe my leads to the email list through the web forms provided by Insightly.

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• I wish that contact details could be edited from the main contact page (in more of a spreadsheet style), rather than having to individually click into each contact or preview a contact to change data
• A/B testing for emails or steps within sequences would be helpful
• Currently, the details of each step in a sequence can only be viewed if you click "edit", but if would be nice to be able to read the emails that are contained within a sequence without having to go into edit mode.

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• I only find the integration with the Google application practical, with other platforms it is a bit complex to understand.
• The mobile version lacks many functions which are necessary to have a full port of this platform on the mobile.
• Keep data in a public cloud, this can be a security risk. They should be able to give a tool where you can store the data privately and thus keep everything safe.

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• Success with Initial Contact has gone up without question. We immediately get in touch with virtually every client we follow up with.
• Average Meetings Booked has greatly increased thanks to the Meetings tool. I'm able to book meetings literally in my sleep.
• Decreased Sales data entries have gone down significantly. Thanks to HubSpot, we simply spend way less time manually inputting things and more time selling.
• Customer Satisfaction and Online Reviews are certainly way up. Nearly half of our online reviews are all from the last 18 months and I think HubSpot had a role in that positive customer response.

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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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