HubSpot Marketing Hub vs. Insightly

As I said previously, I was not a fan at the beginning because, like everyone, I don't take change so well. Once I started following leads through HubSpot Marketing Hub, I integrated it with my email and created templates for what I needed, I started to see the positives immediately. My time working was better spent as I eliminated time put in routine tasks. I was able to track all communication in HubSpot Marketing Hub, we created systems in the office assigning tasks to one another and, through HubSpot Marketing Hub, our leads were able to book meetings in my calendar automatically. To be honest, if you are in sales and marketing, I cannot think of scenarios where HubSpot Marketing Hub cannot help. All I would like to say is, when using templates, pay attention to where you send them - you may need some personalization. I would encourage the management of HubSpot Marketing Hub to create short tutorials for beginners like me who need to configure and start using various features: setting up deals, templates, and dashboards.

Incentivized

Insightly is very well suited to track steps in a particular process. It is also very easy to connect contacts, organizations, requests, and projects. It is great for storing data in a way that is easily referenced. It is a helpful tool for facilitating team collaboration. The connectivity to our website forms is also very useful. It is less appropriate for tracking financials as far as invoicing and payments.

Incentivized

• All-in-one software - the main thing HubSpot does well is the breadth of functionality.
• Easy of use - personally, I find it more intuitive than Marketo, which is the other MAP that I know well.
• Ads - I like that we can drill down on ads by channel, ad group, campaign, and even create and see performance data at each level.

Incentivized

• Support>It feels like a partnership and support is a critical asset to consider when adopting new tools
• Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways.
• Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning.

Incentivized

• While Hubspot has added some collaborative tools, I think this could improve. I'd like to see more options to comment on emails and ways of being able to share out changes as well as approval channels.
• The ability to update ads via the calendar is pretty cumbersome. There's no good way to bulk edit or update. You have go into each one individually.
• Real time edits would be nice. If you have multiple people working on the same thing, you'll get kicked out and your changes might not be saved.

Incentivized

• There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
• Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
• Items such as Contacts and Organizations don't always link together.

Incentivized

Our business relies on the HubSpot platform to manage our marketing, sales and CRM processes. HubSpot marketing automation helps us define our activities and streamlines them in a cohesive and efficient way. Without HubSpot, we will have to revert to the 'old way' of doing everything with a variety of disparate systems.

Incentivized

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

While there are some frustrating things that pop up unexpectedly ("wait... I can't do X?"), I have found HubSpot to be easy to use and extremely helpful to my daily work. The documentation is really good, and when it's not helpful, the support staff have been amazing.

Incentivized

The reports are easy to customize and generate within seconds. The pipeline clearly shows what is going on with the order, so we don't have to waste time frequently checking in. The database helps us quickly look up a healthcare provider's NPI so we can add it to the order and verify eligibility for insurance.

Incentivized

They have had issues with system availability over the course of days. Sometimes the system is unusable, other times updates simply take a long time to show up. It's better now but, from a reliaibility standpoint, HubSpot is not Salesforce.com yet. Still great software though.

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.

Incentivized

With all the new features in HubSpot, the system can get a tad slow sometimes... That said, most of the time it is lightning fast and I have no problems. Because most of the integrations are API, they silently work in the background. I have not had trouble with lag due to HubSpot integration

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.

Incentivized

During the few times I've needed it, HS support has been accessible, helpful and efficient. Often rolling up their sleeves to make changes for you as opposed to leaving you with a list of instructions to decipher on your own.

We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.

Incentivized

I did the 2-day classroom at HubSpot's corporate office in Cambridge. First off, it was amazing to see their corporate office in general. They have such a cool office environment. But it was also great to have the ability to learn in a workshop format with other HubSpot users and meet my Account Manager/ Inbound Marketing Consultant in person.

I went through Inbound Marketing University in 2006. Great training and helped my transition from traditional (outbound) marketing to inbound marketing that I've been able to apply to a number of businesses from wastewater and water reuse, to professional services and SaaS. Share information of value to build awareness and trust. Answer customers' questions in a transparent way to generate more qualified leads. Understand the difference between a marketing qualified lead and a sales qualified lead and put together a lead nurturing program. Your sales and marketing efforts will see significant ROI.

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

Incentivized

My biggest piece of advice for those who are implementing Hubspot is that you need to devote the time up front and learn how to use the product. Once you learn how to use Hubspot, it will be much more effective as well as much easier to use in the long run

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Incentivized

Other competing software such as Zoho and Boomtown may have more bells and whistles, but it is too cumbersome and has many parts that only advanced users can operate. With HubSpot, each function is within reach of the average agent. It doesn't overpromise and then makes you feel incompetent when you can't use it all...

Incentivized

Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well

Incentivized

HubSpot is addressing this more and more. Currently you can assign tasks to designated sales teams, which grow as you grow. They've added free baseline products for those just getting started. These and more contribute to the scalability of HubSpot - so I gave it an 8 and am hoping for more in the future!

(+) 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.

Incentivized

• HubSpot has helped us increased our lead generation.
• HubSpot has allowed us to continue to grow our customer base without having to spend a ton of marketing dollars on advertising.
• HubSpot has allowed our company to standardize our process and bring the company onto one platform for sales and marketing.

Incentivized

• We started using Insightly to organize our company, and it's done just that and more which provides value that money cannot buy.
• Insightly allows our sales team to stay on top of sales leads more so than doing so without it, which in turn creates more sales opportunities.

Incentivized