Insightly vs HubSpot CRM Comparison 2023: Which Is Better?

Last Updated:Tuesday, November 28, 2023
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Insightly and HubSpot are one of the most popular Customer relationship management (CRM) tools that allow users to manage their sales pipeline, help attract and convert customers, manage tasks and performance and support businesses in reaching their targets.

However, there are some key differences between the two. Insightly vs Hubspot; what makes these two tools different? And, where does one outperform the other?

In this comparison, we will take a deep dive into their features and functionalities, that should ultimately help you make the right decision for your business.

 

What is the difference between Insightly and HubSpot?

The main difference between HubSpot and Insightly is that HubSpot offers a broader range of features, including marketing automation, customer service, and sales automation. Insightly focuses mainly on sales and project management. Insightly is more suitable for small and mid-sized businesess, whereas Hubspot is suitable for businesses of all sizes.

When it comes to pricing, Insightly has a pricing structure with a free plan and three different paid plans available: Plus, Professional and Enterprise. On the other hand, HubSpot has free, Starter, Professional and Enterprise plans available.

Both CRM platforms have integration features, but HubSpot offers wider range of integrations with social media, web analytics tools and eCommerce platforms.

Ultimately, the right CRM software for your business will depend on the specific needs and requirements of your business and your team. We recommend researching both options in more depth before making your decision.

If you want to learn more about Insightly, we have a detailed Insightly review that discusses the platform’s pros and cons. For those of you who are more interested in HubSpot, here’s an extensive HubSpot review.

 

Insightly vs HubSpot CRM comparison chart

Both platforms offer a great variety of features that can help your sales team reach its targets. But how do they compare in terms of features? In the table below, find a quick overview of the key features offered by both platforms, before we dive deeper into the comparison of each CRM solution.

Comparison

Insightly

Hubspot

Winner

Pricing

Starts at $29 per user/per month

Starts at $50 per month

Hubspot

Free version?

Yes, for 2 users

Yes

Hubspot

Customer support

Phone, email and chat bot support; No 24/7 support

Phone, email and live chat support; 24/7 phone support for Professional and Enterprise plans

Hubspot

Knowledgebase & learning

Articles, videos, guides; Onboarding and training for customers; Community support

Articles, videos, guides; Free and paid courses and certifications; Onboarding sessions; Community support

Hubspot

Ease of use

  

Tie

Email tracking

  

Tie

Integrations

 

X

Hubspot

Mobile versions

 

X

Hubspot

Contact management

  

Tie

Task management

 

X

Hubspot

Sales pipeline management

X

 

Insightly

Reporting and analytics

X

 

Insightly

Social media integrations

 

X

Hubspot

Limitations

  

Tie


Insightly vs HubSpot pricing

Both Insightly and HubSpot CRM offer different pricing plans to choose from.

Insightly offers three different pricing levels: Plus, Professional and Enterprise. The plans range from $29 to $99 per user, per month and they’re billed annually.

Basic paid plan offers sales automation, workflow automation, custom branding, and advanced reporting. The paid plan also includes additional record and user limits, as well as additional storage and custom objects. But if you want unlimited storage and record limit and higher number of mass emails, you might need to upgrade to Enterprise plan.

HubSpot also offers three different paid plans: Starter, Professional and Enterprise. The paid plans start from $50 and goes up to $1,781, with discounts for annual billing available.

With HubSpot starter plan you get features such as contact management, lead capture forms, email marketing, basic reporting, and marketing automation. It also includes ad management and contact insights.

By upgrading to an Enterprise plan, you get advanced features such as advanced reporting, custom events, custom objects and custom dashboards. With this plan you also get advanced automation and a dedicated account manager.

HubSpot also offers additional add-ons that can be purchased separately, such as additional marketing or sales contacts, and additional reporting or support services.

Winner: 

Even though both tools offer various pricing options that will fit different needs, we will say HubSpot takes the cake this time since it offers more features, support and unlimited users for a slightly higher starting price.
 

HubSpot vs Insightly free versions

Good news is that both CRM software offer free versions you can try out before committing.

With the Insightly free version users get basic features such as contact management, project management, and mobile app access. However, it has limitations on the number of records and users that can be added.

However, HubSpot free version might even cover the needs of a small business. It gets you basic core features such as email marketing, managing workflows for project management, recording customer interactions, and allows you to keep records on up to 1,000,000 contacts at no cost.

Winner: 

HubSpot is a winner when it comes to free CRM version available, namely because of its more-than-enough set of features and unlimited number of users.
 

Customer support

Insightly offers various support channels to its users. Users can contact Insightly support through email, phone, or live chat bot. The support team is available during business hours, and they are generally very responsive to user inquiries. The downside is that there is no 24/7 support available.

In terms of customer service, HubSpot provides support through multiple channels including email, phone, live chat, and a community forum. The key difference when compared to Insightly is that HubSpot support team is available 24/7.

Winner:

Because of the 24/7 availability and a general reputation of being knowledgable and responsive, HubSpot takes this round.
 

Knowledgebase & learning

When it comes to knowledgebase and learning, both CRM software provide comprehensive knowledge library with available articles, videos and how-to guides. There is also great community support from both sides.

Insightly offers customer training and onboarding that includes a personalized training session, where a support representative will walk the user through the platform's functionalities and provide guidance on how to use the software effectively.

HubSpot also provides personalized onboarding support to its new users. Additionally, HubSpot also offers free and paid certifications, trainings and courses that help users learn more about the platform's features and functionalities and develop professional skills to achieve their business goals.

Winner: 

This category is close to a tie, but the rich library of courses and certifications available makes HubSpot a winner of this round.

 

HubSpot vs Insightly features & functionality

Now that we’ve learned more about how HubSpot vs Insightly compare in terms of more general criteria such as pricing, free plans, customer support and knowledge bases, it’s time to take a more detailed look at how they compare in terms of different features and functionalities.
 

Insightly or HubSpot for ease of use?

Ease of use is an important factor when choosing your CRM system. Great news is that both HubSpot CRM and Insightly have user-friendly design with intuitive interface that make it easy to navigate and use the platform.

Insightly has a simple and straightforward interface without many customization options. That makes it a good fit for users who prefer a simpler and more streamlined experience.

On the other hand, HubSpot offers a range of customizable dashboards and reports, as well as drag-and-drop editor that makes it easy for users to create landing pages, emails, and other marketing assets without any coding knowledge.

Winner: 

We will say that both solutions are in for a tie. The best option will depend on your specific business needs.
 

Email tracking

Success of campaigns and email marketing lies in our ability to understand their performance. Luckily, both HubSpot and Insightly provide email tracking features that allow users to track the performance of their email campaigns and gain insights into their contacts' behavior.

In both tools, users can track email opens, clicks, and replies in real-time, as well as view metrics such as click-through rates and engagement rates. HubSpot also provides a range of email templates and customization options to help users create effective emails. Insightly's email tracking features are integrated with its CRM tools, which allows for a data-driven experience.

Both Insightly and HubSpot connect seamlessly with Gmail, Google Workspace, Outlook, Office 365 and Microsoft Exchange.

Winner: 

We can safely say that we have a tie since both tools have excellent email tracking features.
 

Integrations

HubSpot and Insightly offer a wide range of CRM integration options to help users connect their CRM software to other tools and platforms.

HubSpot’s strong suit is integration, since this CRM integrates with over 500 popular marketing, sales, and customer service tools, including Google Analytics, Salesforce, WordPress, Shopify, and many others.

Insightly also offers a range of integrations with popular business and marketing tools, including Google Drive, Mailchimp, Zapier, Evernote, and more.

Winner: 

As mentioned, HubSpot puts a lot of pride in their integration features, and for a good reason. Their wide integration range puts them in the first place of this round.
 

Mobile versions

Insightly and HubSpot offer a CRM mobile app for both iOS and Android devices. But what makes this two apps different?

Insightly app allows users to access and update their contacts, tasks, calendar, projects, opportunities, and other records while on the go, with push notifications to remind you on any action needed. Even though the app has offline access, it has some limitations compared to the desktop version, and some features may not be available on the mobile version.

Similarly, HubSpot CRM app allows users to view and manage their contacts, deals, tasks, and emails, as well as create and track marketing campaigns from the app. The app also supports offline access with full set of features.

Winner: 

HubSpot wins this round because of the better offline solution. 
 

Contact management

Contact management features help store and organize their contacts in a centralized database.

Insightly allows adding new contacts manually or importing them from other sources, such as email or spreadsheets and grouping them into organizations. They can be linked to specific projects or opportunities and users can also add custom fields to track additional information. You can also track contact activity, such as email interactions and meeting notes.

HubSpot CRM lets you create up to 1,000,000 detailed contact and company records. The software automatically enriches your contact records with its data from over 20 million businesses. It allows tracking contact activity and keeping track of engagement and progress.

Winner: 

Both CRM software offer a great contact management tool with powerful features. We call it a tie this time.
 

Task management

When it comes to managing your tasks, you want to be efficient. HubSpot knows that. That’s why their task management feature is an all-in-one solution. It eliminates unnecessary switching from one app to another, and allows users to manage everything in their CRM software. You can create tasks, define details such as due dates, task owners and even set reminders. It also allows task queueing which helps your sales team run through their tasks like a Spotify playlist.

Insightly’s CRM does not currently offer a task management feature.

Winner: 

HubSpot is a clear winner here, since it’s the only one between the two with this feature.
 

Sales pipeline management

Both CRM software solutions offer robust sales pipeline management feature. Both allow creating customizable sales pipelines that cater to your sales team’s unique needs and sales process. HubSpot additionally has user-friendly drag-and-drop pipeline builder.

In Insightly and HubSpot you can also track your sales progress and identify gaps and opportunities for optimization through sales pipeline reporting. Sales forecasting feature analyzes sales pipeline data and makes predictions of future sales revenue. Both tools allow sales reps to track deals and their details such as status, value and reminders.

Winner: 

As mentioned, both CRM software are strong in this segment, but we will give this round to Insightly because of their focus on sales pipeline management.
 

Reporting and analytics

CRM reporting and analytics features provide organizations with the data and insights they need to optimize their efforts, improve their sales management, manage performance and drive growth.

HubSpot’s CRM makes sales, deal and performance data available at a glance through customizable dashboards and reporting.

Insightly’s CRM offers the same features, but also offers some of the more advanced reporting that allows you to combine several data sources such as CRM platform, marketing automation platforms or other business systems.

Winner: 

Insightly takes this round because of its advanced reporting features.
 

Social media integration

HubSpot's social media integrations are one of its core features and praised by user reviews for its support in lead generation. HubSpot CRM integrates with LinkedIn, Twitter, Facebook and Instagram. It enables users to import contacts from Twitter and LinkedIn and create more effective strategies with social media insights.

Insightly also offers integration with several social media platforms like Facebook, Twitter and LinkedIn with contact import feature from LinkedIn and Twitter.

Winner: 

Because of the special attention and expertise with this feature, we say HubSpot CRM is slightly a better choice.
 

Product limitations

Both CRM platforms come with their own set of features, but also limitations.

Insightly is great CRM software, but for it might not be the best choice for big businesses and enterprises. Even though it offers many integrations, it is still slightly more limited that other alternatives. Lastly, if premium customer support experience is a must for you, keep in mind that Insightly does not offer a 24/7 customer support.

HubSpot’s CRM is a praised tool, but it might not be able to scale effectively to large enterprise’s needs. Another disadvantage is that its more advanced and powerful features might be a little pricey.

Winner: 

This round is a tie.

 

Which is better, HubSpot or Insightly? Key takeaways

Making a choice between two great tools in not easy. The ultimate decision comes down to your specific business needs and preferences, so here are few things to keep in mind.

Insightly is a tool that is focused on CRM and sales pipeline management. If you’re looking for a no-fuss CRM solution whose strong suits are contact and lead management features, as well as sales pipeline management, Insightly might be the best choice for you.

On the other hand, if you’re looking for a more comprehensive platform with wide range of features, number of integrations, marketing automation features, combined with stellar customer support, HubSpot might be a better fit.

Insightly and HubSpot both made it to our list of the best CRM software solutions, where we covered how they match against other major CRM tools and systems like Monday Sales, Zoho CRM, ClickUp and Pipedrive.

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