Insightly vs HubSpot Sales

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Our analysts compared Insightly vs HubSpot Sales based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Insightly Software Tool

Product Basics

Insightly is a cloud-based platform with tools that support every phase of the customer lifecycle. The solution’s capabilities allow organizations to accomplish sales activities, nurture customer relationships and manage projects to deliver on customer orders. The software is best suited for small businesses, although several larger companies have had success with the product as well.
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HubSpot Sales Hub is an all-around CRM solution that delivers numerous features, including contact management, email tracking, meeting scheduling and pipeline management. Its automation capabilities help sales teams focus on high-value activities.

Key aspects include lead scoring, email communication, custom reports, and integration with HubSpot's marketing and service hubs. Recent updates have introduced AI-powered tools for more efficient sales forecasting and lead scoring.

It’s particularly beneficial for small to medium-sized businesses, though it scales well for larger enterprises. HubSpot Sales Hub offers tiered pricing to suit different business needs. The Starter plan begins at $20 per month, while Professional and Enterprise plans offer more advanced features at higher price points. A free version with basic CRM functionality is also available.

Users praise HubSpot Sales Hub for its user-friendly interface and integration capabilities. However, some find the learning curve steep for advanced features and mention that customization options can be limited in lower-tier plans.

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$29/User, Monthly
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Tailored to your specific needs
$15/User, Monthly
Get a free price quote
Tailored to your specific needs
Small 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Compile Data Insights: A range of BI tools, such as dashboards and configurable reports, let you drill into metrics. Views include win rates, past or projected revenue, lead sources and sales rep performance. Drag-and-drop capability makes it easy to arrange layouts, and you can share full dashboards or specific graphs and charts with other users. The system also supports automated scheduling and emailing for reports. 
  • Use Your Favorite Apps: Insightly integrates with a range of popular third-party apps so your organization can work with familiar tools. Supported integrations include Office 365, G Suite, MailChimp, Slack, QuickBooks, Outlook, Zapier, Dropbox, Evernote, Box and Xero. 
  • Customize Insightly: You can add custom fields and arrange custom page layouts to fit the software to how your business works. Setting page layouts lets you determine the fields displayed, who can view them and what order they appear in. 
  • Gain Data Security: The software employs security measures like authentication for single sign-on, data encryption and two-factor authentication. It also supports GDPR compliance and EU/US Privacy Shield regulations. 
  • Price & Quote Products: You can create and edit price books, allowing you to store your company’s products and accompanying details in an organized way. You can choose a price book to be associated with an opportunity and then add products. You can then generate and manage quotes, either from within the opportunity screen or from the quotations tab. 
  • Manage Projects: Insightly includes project management functionality to help your teams stay on top of all aspects of an order. Closed opportunities can be converted into projects, which transfers all data from the deal. From there, features such as a board view, cards, task lists, milestones, notifications, email updates for the customer and project expense data help users see the project to completion. 
  • Work Mobile: Your teams can take information on the go with the mobile apps for iOS and Android. Mobile functionality lets users scan business cards, update information for current or new opportunities, take voice notes and manage project details. The apps also have real-time data sync. 
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  • Improve Client Interactions: HubSpot Sales offers features like caller identification to display contact details for incoming calls, the ability to upload and store recorded voicemail messages, and the option to record calls with prospects to capture their requirements and preferences.
  • Tailor Your Workflow with Custom Apps: In our assessment, HubSpot scored a perfect 100 for its custom app capabilities. It lets you easily build tailored applications, configure validation rules, add custom objects and define calculated fields.
  • Organize and Manage Events Effortlessly: It provides event tracking to create detailed event records, manage participant registrations and automate the distribution of invitations, confirmations and follow-up communications.
  • Generate Invoices Easily: HubSpot Sales earned a score of 100 in our rankings for simplifying invoice creation. It offers standard templates and the ability to generate invoices directly from contact, company, opportunity or quote records within the system.
  • Connect All Your Tools in One Place: In our analysis, HubSpot ranked the best for integrations and extensibility. You can seamlessly connect with popular content management systems (like WordPress and Squarespace), messaging platforms (like WhatsApp and Facebook Messenger), and business intelligence tools (like Microsoft Power BI and Tableau).
  • Boost Teamwork with a Shared Workspace: The platform comes with a team inbox or shared workspace that combines messages from various channels, including emails, social media and live chat, into a unified interface.
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  • Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality. 
  • Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts. 
  • Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality. 
  • Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards. 
  • Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation. 
  • Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows. 
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  • Lead Scoring: You can evaluate and score leads based on demographic data and prospect actions, helping prioritize those most likely to convert.
    • Lead Deduplication: The system can automatically identify and merge duplicate leads or contacts within the CRM by comparing various identifiers such as names, email addresses, domain names and phone numbers.
    • Lead Distribution: Set up custom workflow rules to automatically assign leads to salespeople or teams based on criteria, such as geographic location, industry, product interest, department, lead source and even budget size.
  • Custom Reports: You can create tailored reports by extracting data from multiple areas of the CRM platform, meeting unique business requirements.
    • Pre-Built Reports: Access pre-built report templates for quick insights into sales performance and milestones, with options for saved searches and filters.
    • Report Scheduling and Exporting: Export reports in PDF, XLS or CSV formats or schedule them for recurring email delivery.
  • Email Communication: The platform offers a standard email configuration, allowing you to send and receive emails directly within the CRM system.
    • Email Scheduling: Schedule emails for future delivery at specific dates and times. The system provides pre-selected time options or allows for custom scheduling.
    • Email Status: Real-time notifications alert users when prospects open emails and the system helps you set follow-up reminders.
    • Email Templates: HubSpot offers pre-built email templates for various purposes, streamlining communication for lead nurturing, follow-ups and customer engagement.
  • Native iOS and Android Apps: The mobile app allows you to access and update CRM data, schedule meetings and collaborate with team members while on the go.
  • Data Visualizations: You can generate interactive, drill-down visualizations in various formats, including bar, line, funnel, table, column, donut and pie charts.
  • Appointment Scheduling: HubSpot Sales Hub enables seamless appointment booking through schedulers or calendar links. You can effortlessly capture essential details like location, customer name and time.
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Product Ranking

#12

among all
CRM Software

#75

among all
CRM Software

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Analyst Rating Summary

70
83
74
95
81
96
100
100
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Dashboards and Reports
Product Management
Integrations and Extensibility
Platform Security
Dashboards and Reports
Integrations and Extensibility
Product Management
Communication Channels
Account and Contact Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Insightly
HubSpot Sales
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 74 81 100 66 73 50 74 0 73 100 62 45 58 95 96 100 92 87 79 91 30 86 100 87 63 92 0 25 50 75 100
71%
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29%
86%
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14%
69%
8%
23%
92%
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8%
100%
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100%
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40%
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80%
20%
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57%
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43%
71%
14%
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43%
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57%
71%
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29%
63%
13%
24%
88%
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12%
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100%
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67%
10%
23%
76%
14%
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33%
11%
56%
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22%
38%
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62%
50%
13%
37%
50%
0%
50%
83%
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17%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

88%
0%
12%
100%
0%
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86%
0%
14%
86%
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14%

User Sentiment Summary

Great User Sentiment 1732 reviews
Great User Sentiment 12800 reviews
81%
of users recommend this product

Insightly has a 'great' User Satisfaction Rating of 81% when considering 1732 user reviews from 5 recognized software review sites.

88%
of users recommend this product

HubSpot Sales has a 'great' User Satisfaction Rating of 88% when considering 12800 user reviews from 5 recognized software review sites.

4.6 (14)
5.0 (30)
4.1 (550)
4.4 (11456)
4.0 (481)
n/a
n/a
4.5 (461)
4.6 (73)
4.6 (339)
4.0 (614)
4.3 (514)

Awards

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SelectHub research analysts have evaluated HubSpot Sales and concluded it earns best-in-class honors for Integrations and Extensibility.

Integrations and Extensibility Award

Synopsis of User Ratings and Reviews

Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.
Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.
Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.
Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.
Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.
Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.
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Ease of Use: Users praised the platform's straightforward navigation and user-friendly features.
Customer Support: Reviewers appreciated the prompt and helpful assistance available when issues arise.
Learning Resources: An active community and extensive support materials, including tutorials, guides and forums, aid users in mastering the platform.
Team Collaboration: Sales Hub promotes seamless communication and information sharing among team members with its collaborative features.
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Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.
Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.
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Cost: Many users found HubSpot Sales Hub's pricing structure challenging, especially for smaller businesses. The need for paid add-ons to access certain features can increase overall costs.
Initial Setup: Despite its user-friendly interface, the initial setup process can be complex.
Forecasting: Some users mentioned that the forecasting feature could be more advanced or customizable.
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Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

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After getting our hands on HubSpot Sales Hub, we found it extremely easy to use, thanks to the helpful guides and support materials. We believe the Sales Hub is the best part of HubSpot overall.One big plus is how much you can automate with HubSpot. Setting up automatic emails, follow-ups and task updates is effortless, saving significant time compared to manual processes.Another benefit is that HubSpot has everything in one place. You don't need to add a bunch of other tools or plugins to make it work well.However, there are some downsides. The main one is the cost. While HubSpot offers a free version that many find useful, it can get expensive quickly if you need more advanced features. We found that it can end up costing more than similar tools when you add all the extras you need.Another consideration is that while HubSpot has most of the features you'd want in a sales tool, some common ones are only available in the more expensive plans. This can be challenging for small businesses.Overall, HubSpot Sales Hub offers significant advantages for medium to large enterprises. We advise you to think carefully about what features you need and how much you're willing to spend before committing.

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