What users are saying about
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Top Rated
591 Ratings
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Top Rated
613 Ratings

HubSpot CRM

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Top Rated
591 Ratings
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Score 8.3 out of 100

Insightly

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Top Rated
613 Ratings
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Score 8 out of 100

Likelihood to Recommend

HubSpot CRM

HubSpot CRM is perfect for sales/marketing teams that require a simple CRM tool with few advanced features. This is all included in affordable plans that range from free to $50 a month. The more advanced features that larger companies may need to use are not included in these plans. HubSpot provides awesome comprehensive features in some of their more expensive plans, which might be suitable for later-stage companies, not startups.
Fedor Paretsky | TrustRadius Reviewer

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. | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

HubSpot CRM
8.2
Insightly
7.9
Customer data management / contact management
HubSpot CRM
8.9
Insightly
8.7
Workflow management
HubSpot CRM
8.5
Insightly
7.9
Territory management
HubSpot CRM
7.1
Insightly
7.6
Opportunity management
HubSpot CRM
8.3
Insightly
8.1
Integration with email client (e.g., Outlook or Gmail)
HubSpot CRM
8.8
Insightly
8.2
Contract management
HubSpot CRM
8.0
Insightly
6.5
Quote & order management
HubSpot CRM
7.5
Insightly
8.0
Interaction tracking
HubSpot CRM
8.5
Insightly
8.1
Channel / partner relationship management
HubSpot CRM
8.0
Insightly
7.7

Customer Service & Support

HubSpot CRM
8.1
Insightly
7.1
Case management
HubSpot CRM
8.1
Insightly
7.0
Call center management
HubSpot CRM
8.2
Insightly
7.2
Help desk management
HubSpot CRM
7.9
Insightly
7.1

Marketing Automation

HubSpot CRM
9.1
Insightly
7.9
Lead management
HubSpot CRM
9.0
Insightly
8.0
Email marketing
HubSpot CRM
9.1
Insightly
7.8

CRM Project Management

HubSpot CRM
7.9
Insightly
7.2
Task management
HubSpot CRM
8.5
Insightly
7.7
Billing and invoicing management
HubSpot CRM
6.9
Insightly
5.9
Reporting
HubSpot CRM
8.3
Insightly
7.9

CRM Reporting & Analytics

HubSpot CRM
8.1
Insightly
7.4
Forecasting
HubSpot CRM
8.2
Insightly
7.0
Pipeline visualization
HubSpot CRM
8.4
Insightly
7.7
Customizable reports
HubSpot CRM
7.7
Insightly
7.6

Customization

HubSpot CRM
7.9
Insightly
7.4
Custom fields
HubSpot CRM
8.5
Insightly
7.8
Custom objects
HubSpot CRM
7.5
Insightly
7.2
Scripting environment
HubSpot CRM
7.6
Insightly
6.8
API for custom integration
HubSpot CRM
8.2
Insightly
7.7

Security

HubSpot CRM
8.8
Insightly
8.4
Single sign-on capability
HubSpot CRM
8.7
Insightly
8.6
Role-based user permissions
HubSpot CRM
8.9
Insightly
8.2

Social CRM

HubSpot CRM
8.4
Insightly
7.4
Social data
HubSpot CRM
8.4
Insightly
6.8
Social engagement
HubSpot CRM
8.4
Insightly
7.9

Integrations with 3rd-party Software

HubSpot CRM
8.6
Insightly
6.2
Marketing automation
HubSpot CRM
8.6
Insightly
7.3
Compensation management
HubSpot CRM
8.6
Insightly
5.1

Platform

HubSpot CRM
8.1
Insightly
7.8
Mobile access
HubSpot CRM
8.1
Insightly
7.8

Pros

HubSpot CRM

  • 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.
Josh Summerhays | TrustRadius Reviewer

Insightly

  • 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
Joanne Grams | TrustRadius Reviewer

Cons

HubSpot CRM

  • 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.
Ryan Roch, CSM | TrustRadius Reviewer

Insightly

  • 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.
Tommy L. Chambers | TrustRadius Reviewer

Likelihood to Renew

HubSpot CRM

HubSpot CRM 10.0
Based on 3 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.
Greg Linnemanstons | TrustRadius Reviewer

Insightly

Insightly 9.0
Based on 18 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
Vanessa Johnson | TrustRadius Reviewer

Usability

HubSpot CRM

HubSpot CRM 9.7
Based on 2 answers
Because it's so easy, and without anything but a "Welcome to HubSpot CRM video" . I think my 83 year old mother could figure it out.
Greg Linnemanstons | TrustRadius Reviewer

Insightly

Insightly 8.6
Based on 47 answers
Very easy to use once you understand the functions. I am sure there are still features I am not using correctly or to their intended potential. But with trial and error we have learned to use the site and it works very well for us on a day to day basis.
Julie Webster | TrustRadius Reviewer

Reliability and Availability

HubSpot CRM

No score
No answers yet
No answers on this topic

Insightly

Insightly 10.0
Based on 3 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.
Jane Beisell PMP, CIA | TrustRadius Reviewer

Performance

HubSpot CRM

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.3
Based on 22 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.
Douglas Psulkowski, P.E. | TrustRadius Reviewer

Support Rating

HubSpot CRM

HubSpot CRM 10.0
Based on 4 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 | TrustRadius Reviewer

Insightly

Insightly 1.4
Based on 28 answers
I have never given any other software support a 10, but Insightly has really done a great job over the 3 years we have been using it. They are quick to respond, don't ask stupid questions, don't bump you to others, and every issue has been resolved in very short order.
Randie Frederick | TrustRadius Reviewer

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 | TrustRadius Reviewer

Implementation Rating

HubSpot CRM

HubSpot CRM 9.6
Based on 6 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
Greg Linnemanstons | TrustRadius Reviewer

Insightly

Insightly 8.6
Based on 38 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!
Jeremy Grant | TrustRadius Reviewer

Alternatives Considered

HubSpot CRM

We had already started using HubSpot by the time I started here and it was a natural fit to use the HubSpot CRM alongside the marketing platform. It's been hugely successful for us, so I don't have any experience with another CRM here. At previous companies I've had experiences with software like Sedona Office, Shafer's, and SmartService (which tied into QuickBooks). HubSpot CRM has the best user interface of any CRM I've used, and been the easiest to work with. Sedona was probably the only other CRM that had comparable flexibility and could do some of the things we do in HubSpot, but the interface was much older and clunkier (it was also more industry specific). HubSpot CRM is the best CRM tool I've used over the last decade of experiences across a number of companies.
John McMahon | TrustRadius Reviewer

Insightly

We did a one year of evaluation of 17Hats and while there were things that we liked - like the integration with DocuSign, they were just not worth trying to make the switch. Overall, the company seemed to do a good job of growing with its clients, it just seemed a bit 'young'. They were adding stuff on request but we really needed a CRM that was already there and knew what we were going to need. Zoho seems amazing but so piecemeal that we would need to invest way too much to get all that we wanted. Really a bit overwhelming. Insightly meets our needs and continues to improve and has very responsive client support.
Ann Matuszak | TrustRadius Reviewer

Scalability

HubSpot CRM

No score
No answers yet
No answers on this topic

Insightly

Insightly 7.8
Based on 6 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.
Phil Cashen | TrustRadius Reviewer

Return on Investment

HubSpot CRM

  • 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.
Spencer Rule | TrustRadius Reviewer

Insightly

  • 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.
Chris Stephens, CTS | TrustRadius Reviewer

Screenshots

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

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

Additional Pricing Details

Rating Summary

Likelihood to Recommend

HubSpot CRM
8.7
Insightly
8.2

Likelihood to Renew

HubSpot CRM
10.0
Insightly
9.0

Usability

HubSpot CRM
9.7
Insightly
8.6

Reliability and Availability

HubSpot CRM
Insightly
10.0

Performance

HubSpot CRM
Insightly
8.3

Support Rating

HubSpot CRM
10.0
Insightly
1.4

Online Training

HubSpot CRM
Insightly
9.0

Implementation Rating

HubSpot CRM
9.6
Insightly
8.6

Scalability

HubSpot CRM
Insightly
7.8

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