HubSpot CRM vs Insightly

What users are saying about

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Score 8.4 out of 10

Based on 2273 reviews and ratings

Score 7.8 out of 10

Based on 680 reviews and ratings

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Feature Set Ratings

HubSpot CRM ranks higher in 8 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Security, Social CRM, Integrations with 3rd-party Software
Insightly ranks higher in 1 feature set: Platform
HubSpot CRM and Insightly are tied in 1 feature set: Customization

Sales Force Automation

8.1

HubSpot CRM

81%

7.5

Insightly

75%

HubSpot CRM ranks higher in 7/9 features

Customer data management / contact management

8.9

89%

717 Ratings

8.4

84%

311 Ratings

Workflow management

8.3

83%

689 Ratings

8.0

80%

278 Ratings

Territory management

7.3

73%

184 Ratings

7.8

78%

36 Ratings

Opportunity management

8.3

83%

660 Ratings

8.0

80%

286 Ratings

Integration with email client (e.g., Outlook or Gmail)

8.4

84%

705 Ratings

7.1

71%

290 Ratings

Contract management

7.9

79%

185 Ratings

6.5

65%

21 Ratings

Quote & order management

8.0

80%

443 Ratings

6.6

66%

27 Ratings

Interaction tracking

8.6

86%

681 Ratings

7.5

75%

255 Ratings

Channel / partner relationship management

7.4

74%

186 Ratings

7.7

77%

24 Ratings

Customer Service & Support

7.7

HubSpot CRM

77%

7.1

Insightly

71%

HubSpot CRM ranks higher in 3/3 features

Case management

7.9

79%

434 Ratings

7.0

70%

11 Ratings

Call center management

7.5

75%

380 Ratings

7.2

72%

8 Ratings

Help desk management

7.6

76%

404 Ratings

7.1

71%

9 Ratings

Marketing Automation

8.7

HubSpot CRM

87%

7.4

Insightly

74%

HubSpot CRM ranks higher in 2/2 features

Lead management

8.6

86%

614 Ratings

7.3

73%

241 Ratings

Email marketing

8.7

87%

609 Ratings

7.5

75%

193 Ratings

CRM Project Management

7.9

HubSpot CRM

79%

7.0

Insightly

70%

HubSpot CRM ranks higher in 3/3 features

Task management

8.3

83%

637 Ratings

7.8

78%

297 Ratings

Billing and invoicing management

7.3

73%

299 Ratings

6.0

60%

39 Ratings

Reporting

8.2

82%

590 Ratings

7.3

73%

251 Ratings

CRM Reporting & Analytics

8.0

HubSpot CRM

80%

7.6

Insightly

76%

HubSpot CRM ranks higher in 2/3 features

Forecasting

7.6

76%

506 Ratings

7.0

70%

92 Ratings

Pipeline visualization

8.3

83%

616 Ratings

8.6

86%

248 Ratings

Customizable reports

8.1

81%

603 Ratings

7.2

72%

239 Ratings

Customization

7.8

HubSpot CRM

78%

7.8

Insightly

78%

HubSpot CRM ranks higher in 2/4 features

Custom fields

8.4

84%

629 Ratings

8.7

87%

270 Ratings

Custom objects

8.3

83%

530 Ratings

8.0

80%

37 Ratings

Scripting environment

6.3

63%

133 Ratings

6.8

68%

6 Ratings

API for custom integration

8.3

83%

415 Ratings

7.6

76%

128 Ratings

Security

8.6

HubSpot CRM

86%

8.1

Insightly

81%

HubSpot CRM ranks higher in 2/2 features

Single sign-on capability

8.7

87%

522 Ratings

8.0

80%

208 Ratings

Role-based user permissions

8.5

85%

570 Ratings

8.2

82%

139 Ratings

Social CRM

7.9

HubSpot CRM

79%

7.4

Insightly

74%

HubSpot CRM ranks higher in 1/2 features

Social data

7.8

78%

412 Ratings

6.8

68%

25 Ratings

Social engagement

7.9

79%

409 Ratings

8.0

80%

78 Ratings

Integrations with 3rd-party Software

8.1

HubSpot CRM

81%

6.2

Insightly

62%

HubSpot CRM ranks higher in 2/2 features

Marketing automation

8.5

85%

458 Ratings

7.3

73%

103 Ratings

Compensation management

7.8

78%

273 Ratings

5.1

51%

4 Ratings

Platform

7.3

HubSpot CRM

73%

8.0

Insightly

80%

Insightly ranks higher in 1/1 features

Mobile access

7.3

73%

532 Ratings

8.0

80%

264 Ratings

Attribute Ratings

HubSpot CRM is rated higher in 4 areas: Likelihood to Recommend, Likelihood to Renew, Usability, Support Rating
Insightly is rated higher in 1 area: Implementation Rating

Contract Terms and Pricing Model

HubSpot CRM

N/A

0 Ratings

10.0

Insightly

100%

1 Rating

HubSpot CRM

N/A

0 Ratings

10.0

Insightly

100%

7 Ratings

Pros

Makes it simple to create deals for IOs to be sent to our media coordinators to send out contracts via PandaDoc that are integrated with HubSpot.
Easy to search for contacts, companies, and sort through the conversations.
Easy access to tasks to accomplish and track in the dashboard.

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Kyle Kamppila

Business Development Manager

SlickdealsConsumer Electronics, 201-500 employees

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Very easy to use-you can start using it without a lot of experience
Allows you to create groups or add tags to your contacts for more organization
Gives the option to upload current contact lists into the database rather than manually entering
Allows for adding social media profiles
Allows you to create "custom" fields within your contact that are specific to your company

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Amy O'Day

Owner

Desktop Deputy Virtual AssistantConsumer Services, 1-10 employees

View all 336 answers on this topic

Cons

Price Point: Pricey Expense for Company.
A lot of new features are being rolled out, but intuitive additions always take 1-3 years to add on. I Recently added rescheduling/cancel to Meetings, but contacts are unable to optionally provide why they canceled/rescheduled.

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Chelsey Oliver

Marketing Manager

Parvin Law GroupLaw Practice, 1-10 employees

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Without putting information in Notes, there is no way to maintain multiple fields' yearly information over several years.
Would like to be able to edit (re-order) the list of LIST VIEW queries
It would be great if the STATE field had a dropdown with the states listed
In NOTES, you can report on Comment count - It would be nice you could report on comment count in TASKS also

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Verified User

Administrative Assistant in Other

Non-profit Organization Management Company, 1-10 employees

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Pricing Details

General

Free Trial

Yes

Free/Freemium Version

Yes

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Starting Price

$0 Per Month [Unlimited Users]

HubSpot CRM Editions & Modules

Edition

Free Forever	$0¹
CRM Bundle	$50²

Per Month [Unlimited Users]
per month

Additional Pricing Details

—

General

Free Trial

Yes

Free/Freemium Version

Yes

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Starting Price

$0 per month Up to 2 users

Insightly Editions & Modules

Edition

Plus	$29.00¹
Professional	$49.00¹
Enterprise	$99.00¹
Free	$0²

Per User/Per Month (billed annually)
per month Up to 2 users

Additional Pricing Details

—

Likelihood to Renew

HubSpot CRM 9.3

Based on 7 answers

Because it's integrated with HubSpot marketing platform, which is indispensable, and works simply and seamlessly with the marketing platform. The CRM is intuitive, never a time burden, and makes doing business development work a whole lot easier and enjoyable. I think at this point it's safe and fair to say we would be somewhat lost without the CRM.

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Greg Linnemanstons

President

WeidertMarketing and Advertising, 11-50 employees

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Insightly 8.6

Based on 27 answers

Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers

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Vanessa Johnson

Development Coordinator / Implementation Specialist

the school collectiveComputer Software, 1-10 employees

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Usability

HubSpot CRM 8.8

Based on 656 answers

I find HubSpot very easy to use. I can customize fields, etc. I find it to be much more user-friendly than Salesforce or other CRM tools. My day is organized around HubSpot - all my emails are sent via a HubSpot sequence, I can interrupt that sequence and all of my phone calls are tracked as well. All emails I send through Outlook are synched with HubSpot, all the proposals I send are created and sent through HubSpot, and every deal I close is then tracked through HubSpot and I can run any kind of report imaginable for me or my sales team as a whole.

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Bill Zierold

Sales Development Rep

AnyDesk SoftwareInformation Technology & Services, 201-500 employees

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Insightly 8.2

Based on 70 answers

Overall, the platform is user-friendly at a decent price point (~$30 per month). It has strengths and weaknesses but serves a small company very well. There is always room for improvement, but it provides value to my organization. I would recommend it to anyone that needs a basic CRM for their organization.

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Verified User

Executive in Marketing

Banking Company, 1-10 employees

View all 70 answers on this topic

Reliability and Availability

No score

No answers yet

No answers on this topic

Insightly 10.0

Based on 7 answers

Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.

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Jane Beisell PMP, CIA

Owner

Life Simplified, LLC "Organized for Clarity" (R)Management Consulting, 1-10 employees

View all 7 answers on this topic

Performance

No score

No answers yet

No answers on this topic

Insightly 10.0

Based on 45 answers

The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.

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Douglas Psulkowski, P.E.

Project Manager

Henkels & McCoy, Inc.Construction, 5001-10,000 employees

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Support Rating

HubSpot CRM 8.2

Based on 21 answers

I love the HubSpot support team - they have always been fantastic to work with and extremely helpful. Whether it's via chat or an email, I never wait long for a response and they don't just "answer the question." They dig deep with you when figuring out a solution, and make sure to give you all the information you need to ensure you're ready to go.

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Sereena Schneider (LION)

Director of Client Care

Marketing NinjasMarketing and Advertising, 1-10 employees

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Insightly 8.1

Based on 44 answers

Excellent support provided to deploy the app across all platforms like mobile, desktop and web and allow addition or deletion of users in quick time. It does not require any physical infrastructure and can be scaled at any level. It can be used across office locations to collaborate among users and help streamline workflow required to work on various projects.

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Verified User

Analyst in Engineering

Health, Wellness and Fitness Company, 10,001+ employees

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Online Training

No score

No answers yet

No answers on this topic

Insightly 10.0

Based on 6 answers

Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails

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Eduardo Reyes

Network Operation

Alcance Media GroupMarketing and Advertising, 11-50 employees

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Implementation Rating

HubSpot CRM 9.1

Based on 10 answers

If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate

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Greg Linnemanstons

President

WeidertMarketing and Advertising, 11-50 employees

View all 10 answers on this topic

Insightly 10.0

Based on 59 answers

The only missing thing at this time that would make our implementation complete would be a tighter integration with Xero allowing us to send quotes and report on quotes from Insightly!Xero has, excuse the pun, ZERO reporting on quotes sent!!!They are both very good products, however it's the little things that make good GREAT!

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Jeremy Grant

Chief Information Officer

One Digital MediaInformation Technology and Services, 51-200 employees

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Alternatives Considered

As noted before, Salesforce is a great tool if you can afford it and have someone who is training on Salesforce on how to use and keep it updated. It is a full-time job to have someone just keep Salesforce working and up to date. Hubspot, you don't need that same level of human capital to run it. It is a more decentralized operation and only needs an administrator for some basic admin. functions.

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John Ging

Solutions Consultant

Fraud.netBanking, 51-200 employees

View all 754 answers on this topic

The main reason for going ahead with Insightly was the cost. It meets our basic requirements of lead management and we didn't want to spend a lot on a CRM tool. Other than that, most other CRMs we evaluated have all the basic and advanced capabilities.

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Shivam Bhatt

Business Operations Manager

ZS AssociatesManagement Consulting, 5001-10,000 employees

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Scalability

No score

No answers yet

No answers on this topic

Insightly 10.0

Based on 7 answers

(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of.(-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.

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Phil Cashen

Vice President

Shadow Polymer Industries, IncMedical Devices, 11-50 employees

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Return on Investment

HubSpot has allowed us to Sunset our internal CRM which was running at a great time and opportunity cost for our dev team.
HubSpot brought our two distinct sales teams together onto common performance & activity metrics.
HubSpot reports have replaced our former self-written shareholder sales reports, now being sent.

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Adam Ali

Commercial Director - Spoke (Global)

RexlabsReal Estate, 51-200 employees

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This has positively affected the way I view sales opportunities via their charts.
The home dashboard is helpful and loads right when you log in so you can view your status at a glance.
I like being able to click right from the dashboard when I log in to get to the most important info.

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Verified User

Executive in Corporate

Design Company, 1-10 employees

View all 336 answers on this topic

Screenshots

See All (3) HubSpot CRM Screenshots

See All (7) Insightly Screenshots

HubSpot CRM

Insightly

HubSpot CRM

Insightly

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

HubSpot CRM

Insightly

Case management

Call center management

Help desk management

HubSpot CRM

Insightly

Lead management

Email marketing

HubSpot CRM

Insightly

Task management

Billing and invoicing management

Reporting

HubSpot CRM

Insightly

Forecasting

Pipeline visualization

Customizable reports

HubSpot CRM

Insightly

Custom fields

Custom objects

Scripting environment

API for custom integration

HubSpot CRM

Insightly

Single sign-on capability

Role-based user permissions

HubSpot CRM

Insightly

Social data

Social engagement

HubSpot CRM

Insightly

Marketing automation

Compensation management

HubSpot CRM

Insightly

Mobile access

HubSpot CRM

Insightly

HubSpot CRM

Insightly

HubSpot CRM

Insightly

HubSpot CRM

Insightly

HubSpot CRM

Insightly

HubSpot CRM

Insightly

HubSpot CRM

Insightly

HubSpot CRM

Insightly

HubSpot CRM

Insightly

HubSpot CRM

Insightly

Likelihood to Recommend

HubSpot CRM

Insightly

Pros

HubSpot CRM

Insightly

Cons