HubSpot vs Insightly: 3 Critical Differences

on CRM Automation, CRMs, Email Marketing, HubSpot, Insightly, Marketing, Marketing Analytics, Marketing Cloud, Marketing Dashboards, Project Management Tool, Sales Analytics, Tutorials • August 27th, 2021 • Write for Hevo

HubSpot vs Insightly

Customer Relationship Management (CRM) is a baseline for any business or organization that deals with customers and manage their sales. These CRMs all have their selling points, use cases, and also alternatives. That’s where the anxiety might come in for an organization looking to choose a CRM from the list of available CRMs.

HubSpot is a cloud-based CRM and inbound Marketing platform with a wide range of tools and services. It allows companies to build long-term client relationships by using unique content and other tactics. However, Insightly is a SaaS-based CRM solution designed for mid-sized businesses. Over 1.5 million individuals use it to securely manage all of their client data in one place, build customer relationships, generate sales, and execute projects on time all over the world.

This article will give you a comprehensive guide to help you answer the HubSpot vs Insightly decision. You will also get to know about the key factors that differentiate both these CRM platforms. In the end, you will be in the position to make the HubSpot vs Insightly decision based on your business requirements. Let’s get started.

Table of Contents

Introduction to HubSpot

HubSpot Logo
Image Source

Hubspot is a cloud-based CRM (Customer Relationship Management) built to meet business needs with less complexity. It is designed to help businesses achieve their sales goal more effectively. It is not targeted at specific company size, it can handle any company’s business processes.

Hubspot is a generic platform for other Hubspot Softwares like Marketing Hub, Sales Hub, Service Hub, CMS Hub, and Operations Hub. All of this software has both free and paid plans of their types with distinguished functionalities. Depending on your current needs, you can decide whether to use one of the products under the hood of Hubspot or purchase the whole software.

To know more about HubSpot, visit this link.

Introduction to Insightly

Insightly Logo
Image Source

Insightly is a Cloud-Based Customer Relationship Management(CRM) software that provides basic CRM functionalities and also acts as a project management tool to help teams complete projects with more efficiency.

Insightly helps small businesses including freelancers deal with managing contacts, organizations, partners, and vendors all from the CRM dashboard by either importing them or getting them directly. These functionalities are limited depending on the plan subscribed for by a user. Web and mobile are the only supported platforms for Insightly currently.

To know more about Insightly, visit this link.

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Factors that Drive HubSpot vs Insightly Decision

Both HubSpot and Insightly are popular CRM platforms in the market. There is no one-size-fits-all answer here, instead, you must choose based on your company’s needs, budget, and other factors to make HubSpot vs Insightly decision. The primary factor that influences the HubSpot vs Insightly comparison are as follows:

1) HubSpot vs Insightly: CRM Integration

CRM Integration
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HubSpot

HubSpot provides an API on which you can build dynamic custom applications. These apps can be placed on the marketplace where businesses can find them and purchase them for usage.

HubSpot also allows you to import data into the CRM from other CRMs with Salesforce integration, third-party services like Data2CRM, or programmatically with the API endpoints. All of these have advantages and disadvantages, with the main benefit being that all of the data will be imported. Integration services provided by Hubspot span across Marketing, Sales, Customer service, Finance, etc.

Insightly

Insightly provides integration to applications that improve workflows and efficiency. An example includes office-suite integrations like DocuSign, AdobeSign, and the likes of Slack for effective collaboration between teams. Insightly can also connect to data warehouses to fetch and export data if needed.

Although Insightly converts the data collected from any other source into CSV format (to be discussed under lead management) it can always get data in other supported formats.

2) HubSpot vs Insightly: Lead Management

Lead Management
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HubSpot

Hubspot’s Lead Management service allows you to interact with your Leads in real-time via the CRM contact record. The record is automatically updated as soon as another Lead is acquired via call or email. This helps you keep track of every Lead you get and their information for a follow-up. Usually, Hubspot’s Lead Management service is integrated with Sales Hub which you can get started with for free.

Insightly

Insightly Lead Management feature is more focused on closing deals. It allows email linking web to Lead forms (WebForms) and automatic linking in conversion. These Leads can also be either entered manually or imported from another CRM, Spreadsheet, or E-Mail Marketing platform. The supported import platforms include Gmail, Mailchimp, CSV File, Excel File, Outlook, and many more.

It is recommended by Insightly to import your data as a CSV file because it’s a simple file format and is supported by every application. Although, every data imported into Insightly is eventually converted to CSV format.

3) HubSpot vs Insightly: Pricing

HubSpot

Hubspot’s Pricing plan comes in 2 packages:

  • Products & Plans
  • Bundles

1) Products & Plans

Under the Products and Plans, this pricing is further categorized into 5 parts:

1) Marketing Hub

HubSpot Marketing Pricing
Image Source: Self

a) Starter: $45 per month.

  • Contains support for Forms, E-Mail Marketing, Live Chat, and Landing Pages for Lead Generation. The maximum number of contacts is limited to 1000.

b) Professional: $800 per month.

  • The maximum number of contacts is limited to 2000.

c) Enterprise: $3200 per month.

  • The maximum number of contacts is limited to 10000.

2) Sales Hub

HubSpot Sales Pricing
Image Source: Self

a) Starter: $45 per month.

b) Professional: $450 per month.

c) Enterprise: $1200 per month.

3) Customer Service

HubSpot Customer Service Pricing
Image Source: Self

a) Starter: $45 per month.

b) Professional: $360 per month.

c) Enterprise: $1200 per month.

4) CMS

HubSpot CMS Pricing
Image Source: Self

a) Starter: $23 per month.

b) Professional: $360 per month.

c) Enterprise: $1200 per month.

5) Operations

HubSpot Operations Pricing
Image Source: Self

a) Starter: $45 per month.

b) Professional: $720 per month.

2) Bundles

HubSpot Bundles Pricing
Image Source: Self

a) Starter: $45 per month.

b) Professional: $1600 per month.

c) Enterprise: $4000 per month.

Note: These are annual prices.

Insightly

Insightly has 3 Pricing packages with different functionalities and integrations. The packages are properly distinguished by their features.

Insightly Pricing
Image Source: Self

a) Starter: $29 per user/month

The starter plan provides Project Management features of the CRM. It also allows users to collaborate and work with the same dashboard. The major limitation of this plan comes from the Lead Management aspect as it has a limited amount of emails that can be sent at once. It is perfect for small businesses or freelancers looking for effective ways to get their work done quicker and better while managing their clients’ information and serving them better.

b) Professional: $49 per user/month

The professional plan is the recommended plan, even by Insightly itself. It comes with a full package for Lead Management in CRM, Project Management, and Business Intelligence.

It also provides some features included for workflow and process automation. Process automation is a very important feature in every CRM as it aids efficiency on every end in delivering seamless services to customers and clients alike. It also comes in handy in Lead Management. Other features include Insightly Voice, Collaboration, etc.

The Professional plan is a recommended plan for businesses looking to use Insightly as it provides the most important functionalities that can serve well. The exception to this is when a large-sized business needs Project Management functionality and will have to manage a large number of Leads that the Professional plan does not support.

c) Enterprise: $99 per user/month

This plan has all features Insightly has to offer from Business Intelligence(BI) to process automation and integration across different applications.

Note: Insightly allows only 2 users for the free trial and these users have access to Contact Management and Project Management.

These were the few distinguishing factors that can help you to make the HubSpot vs Insightly decision easier.

Conclusion

This article provided a detailed comparison for the HubSpot vs Insightly decision. You learned more about HubSpot vs Insightly and its unique features. Based on your business goals and requirements, you may now choose the best of the two options.

However, Insightly as you have seen is the best option for small businesses looking to keep an agile work environment as it provides certain features like Task Management and Project Management to keep everyone up to speed. In terms of pricing and the number of users allowed, it stands on a competitive ground.

HubSpot on the other hand provides numerous integrations and options based on your business requirements. It might not be the best option for small businesses in terms of pricing and functionalities but it makes up for it with the number of users allowed into the CRM and the options. So, now you can easily make a HubSpot vs Insightly decision.

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Share your experience of learning about HubSpot vs Insightly in the comments section below!

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