HubSpot CRM vs Insightly

• 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!

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• 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)

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• 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.

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• 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

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

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• 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.

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