What users are saying about
Top Rated
486 Ratings
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Top Rated
575 Ratings
Top Rated
486 Ratings
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Score 8.3 out of 101

Insightly

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Top Rated
575 Ratings
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Score 8.1 out of 101

Likelihood to Recommend

HubSpot CRM

HubSpot CRM is great for anyone looking to keep track of their prospects and clients. It's offered free by HubSpot, and is worth trying out at the least. It's also great for smaller companies or individuals who don't need all the bells and whistles of a larger CRM product like SalesForce. For larger enterprises who are looking into a CRM, I'd still recommend looking into HubSpot CRM, but something like SalesForce may end up being a better fit for their business.
John McMahon profile photo

Insightly

Insightly is perfect for small business owners who are not that tech savvy. It is also well known for its ease-of-use so if you aren't sure how to use a full-blown CRM this is a great place to be. Overall my business partner doesn't want to go back to a complicated system like Zoho CRM that was difficult to understand.
Denny Basham, MBA, Denver Reputation Marketing Expert. profile photo

Feature Rating Comparison

Sales Force Automation

HubSpot CRM
8.5
Insightly
8.0
Customer data management / contact management
HubSpot CRM
9.1
Insightly
8.5
Workflow management
HubSpot CRM
8.9
Insightly
7.6
Territory management
HubSpot CRM
7.8
Insightly
10.0
Opportunity management
HubSpot CRM
8.5
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
HubSpot CRM
8.8
Insightly
7.6
Contract management
HubSpot CRM
8.0
Insightly
6.5
Quote & order management
HubSpot CRM
7.9
Insightly
9.0
Interaction tracking
HubSpot CRM
8.6
Insightly
7.5
Channel / partner relationship management
HubSpot CRM
8.8
Insightly
7.7

Customer Service & Support

HubSpot CRM
8.2
Insightly
7.1
Case management
HubSpot CRM
7.9
Insightly
7.0
Call center management
HubSpot CRM
8.6
Insightly
7.2
Help desk management
HubSpot CRM
8.2
Insightly
7.1

Marketing Automation

HubSpot CRM
9.0
Insightly
7.6
Lead management
HubSpot CRM
9.5
Insightly
7.8
Email marketing
HubSpot CRM
8.6
Insightly
7.5

CRM Project Management

HubSpot CRM
8.7
Insightly
6.9
Task management
HubSpot CRM
9.2
Insightly
7.9
Billing and invoicing management
HubSpot CRM
8.0
Insightly
5.4
Reporting
HubSpot CRM
8.9
Insightly
7.5

CRM Reporting & Analytics

HubSpot CRM
8.8
Insightly
7.3
Forecasting
HubSpot CRM
9.0
Insightly
6.8
Pipeline visualization
HubSpot CRM
8.9
Insightly
7.4
Customizable reports
HubSpot CRM
8.5
Insightly
7.6

Customization

HubSpot CRM
8.3
Insightly
8.1
Custom fields
HubSpot CRM
8.8
Insightly
7.7
Custom objects
HubSpot CRM
7.9
Insightly
10.0
Scripting environment
HubSpot CRM
8.5
Insightly
6.8
API for custom integration
HubSpot CRM
8.1
Insightly
7.8

Security

HubSpot CRM
9.5
Insightly
8.1
Single sign-on capability
HubSpot CRM
9.5
Insightly
8.0
Role-based user permissions
HubSpot CRM
9.6
Insightly
8.1

Social CRM

HubSpot CRM
8.8
Insightly
7.1
Social data
HubSpot CRM
8.8
Insightly
6.8
Social engagement
HubSpot CRM
8.8
Insightly
7.5

Integrations with 3rd-party Software

HubSpot CRM
8.6
Insightly
6.1
Marketing automation
HubSpot CRM
9.3
Insightly
7.1
Compensation management
HubSpot CRM
7.8
Insightly
5.1

Platform

HubSpot CRM
7.6
Insightly
7.5
Mobile access
HubSpot CRM
7.6
Insightly
7.5

Pros

HubSpot CRM

  • Integrated database. Beyond providing this central spot for data gathering and communication between sales and underwriting, the integrated database that our marketing and sales team now shares has made a huge impact. The ability for your sales and marketing teams to access and share data about a single contact is huge for closed loop analytics that are imperative for efficient marketing these days.
  • Digital Tools for prospecting. The sidekick integration for email sending and tracking is awesome. Visiting a site and then bringing company info into the CRM with one click using the Sidekick extension has been awesome as well. We love the email templates too.
  • Providing context for sales reps. Each contact has a timeline of all events and interactions related to that contact. After our marketing team generates a lead that is read to pass to sales all the data we have for that contact goes with the contact and the rep has incredible historic and contextual information that they can use to customize their followups. This helps us provide more value and close faster as well as waste less time.
  • Workflows. We use workflows on the marketing side based on certain CRM field triggers. For example - When a rep has collected the data they need on the deal timeline the check a box that then sends automated emails to our underwriting team alerting them they need to generate a proposal for that contact etc... Saves tons of time. Links back to a central spot where all data related to the deal is located. Lots of other uses and benefits we use workflows for.
  • The visual deal stage view is amazing. So useful to customize your stages and then allow reps to quickly visually see their pipeline and change deals to a new deal stage with click and drag.
  • UPDATE: there was a new @ mention feature added to the CRM. Now a rep can @ mention any team member in a note on a contact's timeline. The person they mention gets an email and it takes them straight to the contact's timeline where they can then respond. It's been huge for us because we work out a lot of proposals and details on the contact timelines and it has completely eliminated the need to draft emails and insert a contact record link for this back and forth comm. A very nice feature!
Spencer Rule profile photo

Insightly

  • E-mail classification based on BCC from GMail
  • Ease of use - the system is the easiest one we have ever used and we have tried several
  • The link between records - organizations and contacts can be linked and you can define the link relationship (think referral partners)
Denny Basham, MBA, Denver Reputation Marketing Expert. profile photo

Cons

HubSpot CRM

  • UPDATE: The view issue has been fixed! HubSpot listened to their users and they have now changed the marketing view of a contact to look just like the sales view so that I can make all the same edits and adjustments I could in the sales view right from the marketing view! This has been a major improvement.. There's not a lot of improvement areas I can think of. There was at the beginning and they have fixed quite a few of them like timezone issues, default field issues, and view issues when going back and forth from sales to marketing contact views. I'd say the views issue is still something to work on. When a marketer is viewing a contact and a sales rep is viewing a contact I'd like to be able to (as an admin) control what each team members sees. Instead sales rep have ability to change fields they view and it makes it challenging to have a consistent experience for all users.
  • More templates instead of just 5 for emails would be useful as well.
  • The first reporting dashboard you see after logging in should be much more useful than it is. It really doesn't do much for reps or managers.
  • Reporting is still a big weak spot. I like all the things managers and admins can do when we use custom views, but a few template reports to quickly customize would be nice to see as well.
  • From a manager/admin perspective there's much that could be done to give us more options on what we control as far as which users see which fields and be able to control and limit customization of end users.
Spencer Rule profile photo

Insightly

  • More customizations although those have improved a LOT with the new UI.
  • More integration points to other systems
  • Better e-mail marketing capabilities included in the standard package
Denny Basham, MBA, Denver Reputation Marketing Expert. profile photo

Likelihood to Renew

HubSpot CRM

HubSpot CRM 10.0
Based on 3 answers
It has become an integral part of our sales, marketing, and underwriting departments
Spencer Rule profile photo

Insightly

Insightly 9.0
Based on 18 answers
Right now we're not contemplating the move to another CRM platform so we'll definitely renew with Insightly.
John Eggenberger profile photo

Usability

HubSpot CRM

HubSpot CRM 9.7
Based on 2 answers
It's really easy to get going and creating emails, landing pages and forms. Minimal coding knowledge needed.
Erin Harris profile photo

Insightly

Insightly 8.6
Based on 47 answers
We don't have a lot of users but those who use it, including myself, have found it very straightforward and intuitive.
John Eggenberger profile photo

Reliability and Availability

HubSpot CRM

No score
No answers yet
No answers on this topic

Insightly

Insightly 10.0
Based on 3 answers
Always been available when needed.
Dwight Zwiener profile photo

Performance

HubSpot CRM

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.3
Based on 22 answers
Performance is excellent. Never have problems with performance of app. Never
Moshe Kogos profile photo

Support

HubSpot CRM

HubSpot CRM 10.0
Based on 2 answers
They were quick to respond to questions we had regarding the Hubspot system and would log in to our account directly to see exactly what we were seeing to help resolve issues.

They'd explain the solution so we could learn how and why. If something we were trying to do wasn't possible, they also explained how and why.
Erin Harris profile photo

Insightly

Insightly 2.5
Based on 14 answers
The enquiries I've had have gotten timely responses - though any issues worked themselves out. Support has not been something we've tapped.
Rob Schanilec profile photo

Online Training

HubSpot CRM

No score
No answers yet
No answers on this topic

Insightly

Insightly 9.0
Based on 5 answers
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
Jane Beisell PMP, CIA profile photo

Implementation

HubSpot CRM

HubSpot CRM 9.6
Based on 3 answers
Because we use the HubSpot marketing platform, implementation was as simple as hitting "Go." The two work seamlessly together.
Carah Counts profile photo

Insightly

Insightly 8.5
Based on 19 answers
Yes. Don't worry if it does not work perfect the first time, you can edit all of it and change any part until it works for you
Alvaro Satrustegui profile photo

Alternatives Considered

HubSpot CRM

Although they are more expensive I went with HubSpot because of the company. HubSpot has had great customer service and has a wealth of information on running projects in and out of their system. Their interface and being able to be one solution replacing other systems is also very cost effective compared to buying each system separately and trying to get them to work together.
Tanner Holt profile photo

Insightly

I have to come back to ease-of-use here because Insightly is one of those systems that anyone can pick up quickly. We originally migrated from Zoho CRM over to Insightly and have never looked back. We also have a fantastic monthly deal that we can never get again so I don't think we will be giving up our grandfathered subscription pricing any time soon. I do wish we could add certain features a-la-carte without having to give up our plan so it is unlikely that we will ever upgrade to a larger plan.
Denny Basham, MBA, Denver Reputation Marketing Expert. profile photo

Scalability

HubSpot CRM

No score
No answers yet
No answers on this topic

Insightly

Insightly 7.8
Based on 6 answers
Would be nice to have certain allotment of memory per user
Gordon World profile photo

Return on Investment

HubSpot CRM

  • Increased efficiency of sales reps by 2 times
  • Increased top of funnel leads through tracking
  • Easy to use interface for training new users
Tanner Holt profile photo

Insightly

  • Since we're a start up there is no benchmark against which to measure the delta. Overall, I'm pleased with Insightly and feel it provides a solid, single program that helps us effectively manage our business.
John Eggenberger profile photo

Pricing Details

HubSpot CRM

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No

HubSpot CRM Editions & Modules

HubSpot CRM
Edition
Free Forever
$01
1. Per Month [Unlimited Users]
Additional Pricing Details

Insightly

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No

Insightly Editions & Modules

Insightly
Additional Pricing Details

Add comparison