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Insightly vs HubSpot

Your CRM is core to the operations and successes of every team of your business, so choosing the best CRM to suit your needs is critical. This page compares HubSpot and Insightly—two popular CRM options—to make the evaluation process straightforward.
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Overview

In your process to find the best CRM for your business, you might wonder how Insightly compares to HubSpot's Smart CRM. Insightly provides basic CRM and project management features to help your team complete projects efficiently. HubSpot's customer platform provides a suite of sales tools that help salespeople save time and focus on building relationships and winning new business.

HubSpot

HubSpot's cloud-based customer platform specializing in sales automation. With HubSpot Smart 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.

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, organizations, partners, vendors and suppliers.

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Capabilities

Add new contacts and companies to your database in seconds.

Create new contacts in HubSpot CRM with a single click while working from your email inbox. HubSpot CRM automatically creates and populates a company record for you.

Keep contact and company records up to date.

While other providers require manual updates to records, HubSpot CRM automatically keeps your data up-to-date by syncing with a database of over 20 million businesses.

Log sales activities automatically.

Manual data entry is a thing of the past. Make calls, send emails, create tasks, and publish notes -- HubSpot CRM will log your activities for you.

Get clear insights on how leads interact with your company.

HubSpot CRM gives you a clear view of who a contact has spoken with, what emails they’ve received, and what web pages they’ve visited. Enable your team to have more effective conversations with leads.

Access HubSpot CRM features within Gmail and Outlook.

HubSpot CRM provides a comprehensive two-way sync so you can create a new contact in your CRM, access email templates, and log sales activities without leaving Gmail or Outlook.

Easily schedule meetings by integrating with Google Calendar.

Connect your Google Calendar to HubSpot CRM in seconds and schedule meetings without leaving your email. No need for third-party scheduling software.

Make calls directly from your inbox.

Don't worry about integrating with third party applications for calling capabilities. HubSpot CRM has dialing built in and you can call leads directly from their contact record or your email.

Intuitive to adopt.

HubSpot CRM is built with fast-moving teams in mind. Its workflow is intuitive to use and easy for sales teams to adopt.

Customize contact, company, and deal records.

Create custom records that surface the most important information your sales team needs to reach out, follow up, and close.

Design your sales pipeline around your process.

Design and manage your sales process all by yourself. Just click, drag, and drop to create multiple pipelines and customized deal stages.

Use our free reports or create your own.

HubSpot CRM comes with a pre-loaded reporting dashboard that shows your pipeline, individual sales rep metrics, and progress toward quota.

The simple import tool lets you migrate your contacts from a spreadsheet when you switch to HubSpot CRM. It’s automated, free, and can be done without help from IT.

                 

 
                 
 

What are customers saying?

HubSpot is named a #1 Best Product by G2 Crowd Best Software Awards in 2020 and 2019.
    This is the easiest CRM I've ever used. Having been in sales and marketing/sales-related roles for many of the past 20 years, I've worked with everything from an ancient version of ACT! to Siebel, Salesforce, Zoho, and too many others to remember. HubSpot CRM by far has the most intuitive interface. Love, love, love this product!

    CRYSTAL WHITE

    Strategy Lead, Launch Interactive, LLC

    HubSpot is trusted by over 205,000 businesses in more than 135 countries.

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