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Who is the best ERP software platform? HubSpot and Insightly are two of the most popular options, but which one should you choose?
HubSpot: A flexible CRM system that provides a broad range of marketing tools for small businesses. It’s a comprehensive solution with an intuitive design.
Insightly: An easy-to-use reporting tool with robust scheduling capabilities for freelancers or teams interested in automating their time tracking process.
Which do you think will be more beneficial to your business goals?
The “hubspot vs salesforce” is a question that many people ask themselves. The answer to the question is up to you, but I have made a comparison of both companies and their features.
We put HubSpot and Insightly to the test to see how well they handled the most important aspects small companies need in CRM software, such as lead handling and sales pipeline tracking. HubSpot outperforms the competition in terms of simplicity of use, feature set, and customer service. When it comes to price for upgrades and more complex project management features, though, Insightly has the upper hand.
When to utilize HubSpot or Insightly depending on your company’s needs:
- HubSpot is an excellent choice for those looking for a low-cost CRM system that includes crucial lead generating and marketing features.
- Insightly: A better solution for those that require a CRM with extra project management tools and have longer sales or support cycles.
If you want a CRM that is simple to use, like HubSpot, but with more complex capabilities without having to pay for an upgrade, there are a number of inexpensive alternatives to both of these solutions that you should check into. Visit our guide to the best basic CRM to learn about alternative possibilities.
At a Glance: HubSpot vs. Insightly
*An yearly subscription is required. Monthly rates are also available at a little greater cost.
**Unlimited free users can only browse databases, read reports, and do basic administrative chores, while paid plan customers get access to productivity tools.
How Did We Compare HubSpot with Insightly?
When comparing Insightly vs HubSpot, we looked at a number of factors that are crucial to small company owners in order to help them decide which software best meets their requirements. We looked at cost, convenience of use, general features, customer service, and expert score in particular.
For additional information on the criteria we used to assess each customer relationship management (CRM) system, see the tabs below:
40% of the overall score
We compared the various price alternatives against the pricing structure to determine which is more user-friendly and flexible for small businesses. To evaluate the greatest value for your money, we took into account the necessity to buy add-ons, the availability of a free plan, and the possibility to pick between an annual or monthly contract.
20% of the overall score
We looked at the whole range of CRM tools, including reporting, analytics, customizing the sales funnel, and forecasting. We also graded the two programs on the breadth of their third-party integrations.
15% of the overall score
When evaluating a software’s degree of ease of use, we look for two things: user-friendliness and intuitiveness. We looked at the amount of technical skill necessary to set up and manage each system when comparing Insightly with HubSpot.
15% of the overall score
When adopting CRM software, small company owners, particularly those without an in-house technical staff, need prompt and continuous assistance. As a result, we investigated each platform to see whether it offers 24/7 assistance through live chat, email, and phone.
10% of the overall score
We looked at existing customer reviews on reputable websites to see how satisfied current customers are, as well as any reoccurring difficulties or worries they’ve had. We also included our ideas and expert opinions on essential features, value for money, and popularity to the mix.
*Percentages based on total score
Let’s look into Insightly and HubSpot in more detail:
Tie is the most affordable option.
*Subscribers to paid plans have access to productivity tools, whilst free users can only access databases, see reports, and conduct basic administrative chores.
Insightly and HubSpot both provide a free plan with restricted features. For a maximum of two users, Insightly’s free plan offers contact, sales, and project management. HubSpot’s free plan offers email and meeting scheduling, as well as contact and deal management, reporting, and Facebook Messenger integration. It also has a limitless number of users and 1 million contacts.
Furthermore, a free trial is not included on HubSpot’s price website; nevertheless, signing up for a free plan allows you to experience HubSpot’s Professional plan for 14 days for free.
Subscribing to paid plans is advised for customers that want more comprehensive features, such as automation and analytics. Insightly has three different price levels, beginning at $29 per month per user. Its most popular and mid-priced plan is $49 per user, per month, while its most expensive plan costs $99 per user, per month.
HubSpot, on the other hand, has three price options, each with a predetermined number of users, beginning at $45 for two users. Its most affordable package for five users costs $450, while its most costly plan for ten users costs $1,200.
Subscribers to HubSpot may add paid seats for an extra fee, as well as as many free users as they like. A free seat’s access, on the other hand, is mostly confined to administrative and basic capabilities.
On top of its standard package, it also provides a Starter CRM Suite bundle. Users will gain access to additional marketing, sales, and customer support capabilities, such as email marketing, ad management, landing pages, and list segmentation, for an extra $50 per month.
Tie for first place. For those looking for a premium membership, Insightly’s clear price structure makes it a fantastic alternative. It’s also easy for teams to go up to a higher-priced plan as their needs grow because of its simple pricing model. HubSpot, on the other hand, offers a free subscription with unlimited users, 1 million contacts, and useful tools like lead management and reporting, making it an excellent alternative for those looking for a low-cost CRM.
HubSpot is the most user-friendly.
HubSpot and Insightly both have similar user interfaces and are simple to browse. HubSpot’s data display, on the other hand, is more user-friendly, making it less frightening to use—especially for newcomers. While the UI is beautiful and contemporary, Insightly’s dashboard is more comprehensive and beneficial for more experienced users.
HubSpot provides a step-by-step tutorial for utilizing its many features. Users are asked to read instructional materials on how to utilize each feature when they create a new account. Insightly doesn’t have this feature, therefore customers are left to their own devices to explore the dashboard and numerous sections.
- Insightly: For those who want a more complex and sophisticated display of their data, Insightly is a good choice.
- HubSpot: It’s best for novices and small sales teams since it has a simple UI that makes switching between feature tabs simple.
With Insightly, you can manage your opportunities.
The opportunity management details view in Insightly
It’s easy to add a new opportunity to Insightly. Users choose the New Opportunity button and provide the necessary information, such as the opportunity name, client, industry, likelihood of winning, expected closing date, and opportunity value. However, instead of a Kanban-style board that allows users to view all chances at once, sales opportunities are shown in a list format that only reveals the particular stage for each opportunity.
With HubSpot, you can manage your opportunities.
The opportunity management details view in HubSpot
It’s simple to add a new opportunity or offer to HubSpot: When you click the Create Transaction button, you’ll be requested to provide important details including the deal name, stage, value, type, priority level, and client name. All of your offers are shown at a glance, with the sales value for each step computed automatically at the bottom of the page.
When it comes to simplicity of navigation and intuitiveness, HubSpot is the obvious victor. The dashboard and general design are simple, making it simple to understand and operate.
If you’re searching for a different option, have a look at our list of the top easy CRM systems to see if one is right for you.
HubSpot has the most comprehensive capabilities.
HubSpot also includes marketing tools like advertisements, emails, and landing pages, as well as other specific services. It also enables users to rate leads and anticipate sales. Insightly gives consumers access to critical CRM features including lead, deal, and opportunity management. Users may also use it to manage projects, modify sales funnels, and send emails on a schedule.
CRM connectors from Insightly enable users to connect to over 250 third-party programs, including sales, marketing, and human resources. HubSpot, on the other hand, has a more complete set of connections, allowing customers to connect to over 500 different systems, including CRM, ecommerce, lead generation, social media, automation, sales, and analytics.
Winner: HubSpot wins this category because of its ability to provide specific features as well as numerous third-party connectors to increase the functionality of your CRM solution.
HubSpot is the best at reporting.
Opportunities, leads, and tasks are all available as reports in HubSpot and Insightly. HubSpot, on the other hand, gives insightful analytics on sales income, sales rep effectiveness, and funnels.
The sales representative report from HubSpot gives you insight into your sales team’s productivity.
Winner: We chose HubSpot because their reporting templates are more effective in giving users with insight into numerous aspects of their organization.
HubSpot has the best customer service.
HubSpot provides live chat, email, and phone support 24 hours a day, 7 days a week. Insightly, on the other hand, has a restricted set of assistance alternatives. While it offers standard email and phone support, it is only accessible from 8 a.m. to 4 p.m. Pacific Time and does not give consumers with 24/7 help. There isn’t even a live chat option. Instead, users are advised to visit the Community forum to ask questions.
HubSpot is the obvious victor since its technical support services are accessible in more channels and at all hours of the day and night.
Best Alternatives to HubSpot & Insightly
Although HubSpot and Insightly are both outstanding CRM software, they aren’t your only options. Explore alternative CRM software choices if you’re seeking for specialized capabilities to aid with your unique company demands, as well as third-party solutions that are essential to your sales process.
Here are the greatest HubSpot and Insightly alternatives:
- Pipedrive is a simple-to-use CRM with visual sales pipeline features that is ideal for sales professionals and teams.
- Zoho CRM is the best CRM for individuals and teams that want extensive social media integration.
- Freshsales is a great alternative for teams who are expanding and need a scalable CRM platform. It also has a phone system built in.
Do you want to learn more about your options? Read our guide to the best CRM software for small companies to figure out which solution is ideal for your specific needs.
Conclusion
While both Insightly and HubSpot are fantastic solutions for small companies, they each have unique characteristics that make them more suited to certain requirements. Insightly is less expensive and provides all of the basic features of a CRM, including robust project management capabilities. HubSpot, on the other hand, is a great alternative if you want a more complex but yet user-friendly system with sophisticated functionality.
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The “simple crm for small business” is a tool that helps you manage your team’s time and tasks. Insightly is a tool that has been around for a while, but HubSpot has also released their own CRM system. The two tools are very similar, so it will be hard to choose between the two.
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