If you’re in the market for a new CRM and marketing automation tool, you might be confused with how much choice there is – which one is best? Where do you start?
In this blog we’re going to compare HubSpot with CRM and project management solution Insightly. By the end you should have a good understanding of what each product does, and whether it fits your business.
What is HubSpot?
HubSpot CRM is a cloud-based customer relationship management (CRM) software solution specialising in sales automation. With HubSpot CRM, users can control content, channels and marketing performance in one place, as well as track the people who are most important to their businesses’ success.
What is Insightly?
Insightly is a CRM and project management solution that provides tasks and events scheduling, email notifications, and social media integration. Insightly helps small businesses deal with the vital task of managing contacts, organisations, partners, vendors and suppliers.
Which platform is most user friendly?
HubSpot has an extremely user-friendly interface for the most part, with beginners able to use it proficiently within a short period of time. There are also many guides available to help users get to grips with the different functionalities of the platform.
Insightly, on the other hand, is limited in its guidance, leaving users to navigate and figure out how it works independently. The layout is very clear and easy to get used to, but without the additional guidance it is best left to more experienced users.
Which platform offers the best reporting tools?
HubSpot and Insightly both offer impressive CRM reporting capabilities, including essentials such as leads, opportunities and progress status reports. However, HubSpot offers intelligent reports for even greater insight, including sales funnel performance, sales revenue and even individual sales rep performance.
With HubSpot’s comprehensive reach across all areas of your business, and the unparalleled visibility it offers, the wide variety of reporting templates it has available makes it a no-brainer for sales-focused organisations.
Which platform offers the best features?
HubSpot is a comprehensive marketing platform that can handle almost any assignment or project. This includes a ton of specialised features including lead scoring, landing pages, email marketing, ad campaigns, sales forecasts and marketing automation.
Insightly, on the other hand, provides users with essential CRM features, as well as email schedule, sales pipeline optimisation and project management. Both products fare well in this category but HubSpot wins, purely on its ability to be tailored to any requirement.
Which platform offers the best support?
Both HubSpot and Insightly offer a tiered customer support service. HubSpot users on the free plan get access to a comprehensive library of resources, including guides, community forums and blogs, which can help solve most issues. When you upgrade to a paid plan you get access to in-app chat support, 24/7 email support as well as phone support between 7am - 8pm EST. One other way to get top-tier HubSpot support is to work with a HubSpot Diamond Partner Agency.
Insightly provides free plans for users in the form of a help centre. Once you upgrade to a paid plan you can get personalised email support. To get a dedicated customer success manager assigned to your account you must subscribe to one of their paid service plans.
Can you start for free?
Yes! Both HubSpot and Insightly can be used for free. HubSpot’s free plan includes contact and deal management, reporting, social media integrations, as well as the ability to schedule meetings and emails. The free plan supports an unlimited amount of users, making it an amazing choice for growing businesses, and allows you to store up to 1 million contacts.
Insightly’s free plan, on the other hand, includes sales, contact and project management functionalities, but this is only available for up to two users. When you upgrade to a paid plan, the amount of users you can add is then unlimited.
For certain types of businesses, both HubSpot and Insightly offer fantastic value for money. However, HubSpot is the better choice for the larger or faster growing organisations who need specialised features such as marketing automation, as well as the ability to integrate seamlessly with other platforms. Its free plan is also very impressive, allowing for unlimited users and letting you get to grips with it entirely before upgrading to a paid subscription.
If you’d like to hear more about what HubSpot can do for you, and how it can benefit your business, get in touch with the team for an initial chat.