trusted formHubSpot vs Insightly | Several.com
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HubSpot vs Insightly

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Pros
  • Real-time lead behavior notifications and scoring
  • A large number of integrations
  • Customizable workflows
  • Flexible and robust system capabilities
Pros
  • 14-day free trial
  • All-in-one solution available
  • Mobile app availability
  • Extensive integration capabilities
  • Customizable reports
Cons
  • Phone support only with higher-tier plans
  • Pricey when incorporating advanced features and add-ons
Cons
  • Marketing and customer service as separate tools
  • Complete workflow automation unavailable in basic plan
Summary

HubSpot is a CRM software company, based in Cambridge, MA, that offers tools to help businesses attract, engage, and delight customers. Founded in 2006, their comprehensive cloud-based software encompasses marketing automation, content management, social media tools, and extensive analytics. The CRM platform provides powerful tools for sales, marketing, and customer service. HubSpot distinguishes itself by seamlessly integrating its CRM with other tools in its ecosystem, streamlining lead generation, nurturing, and customer support processes. They prioritize data security and customer education, offering resources, training, and certifications. HubSpot is recognized as a leader in CRM Lead Management and one of the best software companies. They hold mostly positive customer reviews and actively engage with online reviews and feedback, although they are not currently BBB-accredited.

Summary

Founded in 2009 and based in San Francisco, Insightly is a trusted CRM provider for small to midsize businesses, offering a unique blend of features that make managing customer relationships effortless. With their intuitive design and customizable workflows, Insightly empowers businesses to streamline sales processes, nurture leads, and keep projects on track—all from one user-friendly platform. Insightly’s standout integrations with tools like Google Workspace mean your team stays connected and efficient without missing a beat. They focus on flexibility, allowing businesses to tailor the platform to their needs, unlike more rigid competitors. Additionally, with industry credentials like SOC 2, Type II, and HIPAA compliance, Insightly ensures your data stays secure and protected. Customer feedback often praises Insightly’s ease of use, sleek interface, and ability to bring order to the chaos of sales and customer management. However, some find the advanced features take a bit of getting used to, which could be worth it for the tools they deliver. Curious if Insightly could be the game-changer your business needs? Dive into our review and explore how this dynamic CRM could elevate sales, strengthen customer connections, and drive your business forward!

Quick Stats
  • Cloud-Based Software : True
  • Cost : Free, paid plans starting at $15 per month per seat
  • Free Trial : Available
  • Business Size Supported : Any size
Quick Stats
  • Cloud-Based Software : True
  • Cost : $29 per user per month, billed annually, for their Plus plan
  • Free Trial : Available
  • Mobile App : True
  • Business Size Supported : Small to midsize businesses
Selling Points
  • Comprehensive free plan with many tools
  • Unified platform for all business applications
  • Modular, scalable solutions
  • AI-powered writing tools
Selling Points
  • Price quote generation
  • Business card scanning
  • Real-time data synchronization
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Features & Services
  • Activity Logging
  • AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Features & Services
  • Activity Logging
  • Undisclosed
    AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone

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