HubSpot Vs. Insightly 2023: Best for Your SMB?
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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} The choice between HubSpot or Insightly shouldn’t be made lightly (I’ll see myself out). Jokes aside—if you make the wrong decision, it could end up costing a ton of time and money trying to regroup. I’m AJ—and I’ve been there. I’ve used almost every platform under the sun (while scaling my business over the last decade). After a successful multiple seven-figure exit, I’ve made it my mission to help fellow entrepreneurs achieve financial freedom (without the same pitfalls). The gauntlet has been thrown down, and the stakes are high, but there can be only one winner. Here’s our HubSpot vs. Insightly winner-take-all showdown. Spoiler alert: the winner of this one dominated the competition.
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Bonfire Rating: 4.8/5 HubSpot CRM has everything you need to help manage your business. Seriously, it's got it all.
Try HubSpot Free
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Bonfire Rating: 4.6/5 Insightly is all about scaling your business practices without breaking the bank!
Try Insightly Free
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My team and I tested both customer relationship management ( CRM ) platforms. Pricing & Free Version Top Features Customer Service Integrations Ease of Use Best Mobile App Knowledge and Learning Center Limitations Which One We Think is Best for Small Businesses
How We Objectively Test Each Platform:
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Expert Review
Features
Pricing
Customer Service
Integrations
Ease of Use
Mobile
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
How We Test CRMs
HubSpot Vs. Insightly Comparison Chart
Here’s the Insightly/HubSpot CRM comparison CliffNotes.
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HubSpot Review
Insightly Review
HubSpot Vs. Insightly: Pricing
Finding the right CRM to fit your budget is key. After all, if you’ve got a champagne taste on a beer budget, your expenses can quickly get out of hand. Let’s see how both CRM platforms stack up in terms of cost.
Insightly Pricing
Insightly offers three pricing plans, with a free plan available for up to 2 users. The plans are as follows: Free Forever – Up to 2 users Plus – $29/Month Professional – $49/Month Enterprise – $99/Month
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HubSpot CRM Pricing
HubSpot CRM offers a free plan in addition to three paid plans: Free Plan – Free Forever Starter CRM Suite – $30/Month Professional CRM Suite – $1,335/Month Enterprise CRM Suite – $5,000/Month
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Insightly Vs. HubSpot Pricing Winner: HubSpot
AJ’s Take : This round goes to HubSpot CRM for its extremely robust free plan (for unlimited users). The CRM software offers sales, service, marketing, CMS, and operations free forever. Insightly offers a free plan (for up to 2 users), but it doesn’t even come close.
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Insightly Vs. HubSpot: Top Features
HubSpot and Insightly both offer some fantastic features for SMBs to take advantage of. Let’s see which one comes out on top!
HubSpot Top Features
Let’s look at a few of our favorite features from HubSpot.
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Pipeline Management
When I look for great pipeline management, I look for three things above all else. These include: Customizable sales pipelines Easy-to-use interface Affordable pricing HubSpot Sales Hub excels in all three categories, making it one of the best tools in the game for managing your sales pipeline. Let’s break it down. My team and I tested this feature (over six months) by adding our affiliate marketing deals to HubSpot CRM. We could fully customize our dashboard to fit our specific needs (which was awesome). Here’s how it looked from our perspective. Once everything was fully customized, we could easily add our deals with a click. From there, we could track each deal across our pipeline at a glance. Here’s our dashboard view (to give you some context). We especially loved the drag-and-drop interface, which allowed our team to quickly move deals between stages as needed. The bottom line : If you want to empower your sales team to succeed and close more deals, we recommend trying HubSpot!
Intuitive Meeting Scheduling
Getting your entire team together for a meeting is a struggle, even for the best of us. Imagine having a way to quickly get everyone on the same page (and in the same place) at a set time and place. Well, you don’t have to imagine it with HubSpot’s intuitive meeting scheduling tool. With HubSpot, you can easily accomplish the following: Find the best meeting times for everyone (with the click of a button). Schedule meetings with internal and external teams Schedule meetings by sharing a link or embedding the scheduler on your website Sync your calendar to automatically update availability We were able to handle our scheduling like a boss with HubSpot, setting up all kinds of meetings (with zero hiccups). Here’s an example that we whipped up in under 5 minutes . We sent the link and confirmed the time—the rest was history! HubSpot took a frustrating time suck and streamlined it for us, earning major points in this category.
Support Ticketing
Managing your customer support tickets can be tricky. As your business scales, so do your customer inquiries. This could be a challenge for any SMB without the right tools in place. Fortunately, HubSpot CRM offers an excellent ticketing feature that makes organizing and managing support requests a breeze. With this feature, you can: Collect tickets from various channels (email, chat, social media) Track and manage all of your tickets in one place Assign tickets to specific team members Set auto-responses and custom ticket statuses Here’s a quick look at our ticket dashboard during our six months of testing (to show you how awesome it looked). We were impressed by how efficient and organized HubSpot’s ticket management was, allowing us to quickly resolve customer inquiries (without any confusion or overlap). Plus, we could fully customize our ticket board (shown below). This is perfect for niche SMBs with a specific communication process in place. Our takeawa y : Don’t let your customer tickets fall through the cracks as you grow your business. Let HubSpot do the heavy lifting while you nurture your relationships and focus on growth.
Customer Feedback Surveys
Don’t sleep on customer feedback surveys. They’re a great way to gauge overall satisfaction and identify areas for improvement. Fortunately, HubSpot makes it easy to create and send custom surveys to your customers (without breaking a sweat). We were able to create the following different types of surveys throughout our testing period: Customer support Customer satisfaction Customer loyalty Custom surveys Here’s a snapshot of how it looked from our perspective. The whole creation process took less than 10 minutes to create a survey, saving us hours of time and effort trying to figure out customer preferences. Our two cents : HubSpot made sure that we had everything we needed to build surveys that would give us actionable insights into how we could improve our customer relationships.
Live Chat
Connecting with your customers in real time is crucial for establishing and building relationships in today’s digital landscape. With HubSpot’s live chat feature, you can chat with visitors on your website, answer their questions, and offer support on the spot. Here are some of the most notable features of this tool: Fully customizable chat widget Chatbot integration for automated responses Canned responses for frequently asked questions We gave this feature a thorough test (over six months) by using it on our website to assist visitors wi
