Home/Compare/HubSpot CRM vs Insightly
Updated on: October 26, 2020

HubSpot CRM vs Insightly

89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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HubSpot CRM CRM Software
(9661 Ratings)
93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Insightly CRM Software
(1667 Ratings)
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
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89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
HubSpot CRM CRM Software
(9661 Ratings)
93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Insightly CRM Software
(1667 Ratings)
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Visit Website Visit Website Try for Free

Overview

Summary

A forever-free customer relationship management software that provides solution to all your CRM needs. HubSpot CRM automates the tasks for your sales people which allows more work with less data entry. The interactions are tracked down automatically and a separate visual dashboard displays deals for total visibility. Now handle upto 1,000,000 contacts, users and storage without any expiration date all of it without paying a penny. With Hubspot CRM, you can also send emails in a personalized sequence which is delivered as per the schedule you set. Get notified whenever any lead opens your email so that you know how to follow-up with that particular lead. ..read more

Insightly is a powerful CRM tool for capturing and managing leads in every aspect of a sales process. Insightly gives you the power of complete contact management and can track the relevant lead information from emails. One can upload files straight from Dropbox, Box, Google Drive, Microsoft OneDrive and Insightly online without any upsets and conveniently. The inbuilt project management system helps you continuously monitor the workflow and publish at the right time. Unquestionably, this tool fits in different sectors like accounting, construction, education, health, real estate and many more. ..read more

With monday.com, you can better plan, organize and track your work from one centralized, visual and collaborative work space. It is intuitive and easy to use, which means that your team members can get up and running quicker by just sending them an email. Monday.com prioritizes flexibility to ensure that each team has a workflow that adopts to how they work. Easy onboarding, fast adoption With monday.com, you can plan everything you do in a very visual way, which makes it easier to stay on top of your tasks and not fall behind. You can agiley pivot from one strategy and challenge to the next, while adapting the way you work and your workflows. This solution provides an at a glance overview of the status of your workflows and projects so you can easily track the progress of each of them. To start off, all you have to do is to pick a template and you can then customize it to fit the needs of your company and match the structure of your workflows. ..read more

Features

Budget Management

Call Logging

Contact Management

Customer Support

IT Project Management

Idea Management

Issue Management

Kanban Board

Lead Scoring

List Management

Marketing Automation

Milestone Tracking

Percent-Complete Tracking

Portfolio Management

Product Catalog

Project Management

Project Planning

Project Templates

Quotes (Proposals)

Recurring Task Management

Referral Tracking

Requirement Management

Resource Management

Status Tracking

Task Management

Time & Expense Tracking

Timeline View

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Cambridge, Massachusetts / +1 877 683 0497

San Francisco, California / +1 888-999-4039

New York, New York

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

HubSpot CRM Tools
Free

Features

  • Contact management
  • Contact website activity
  • Companies
  • Deals
  • Tasks & activities
  • Company insights
  • Gmail and Outlook integration
  • App Marketplace integrations
  • Custom support form fields
  • Prospects
  • Ticketing
  • Forms
  • Ad management
  • Conversations inbox
  • Reporting dashboard
  • Email tracking & notifications
  • Email templates
  • Canned snippets
  • Documents
  • Calling
  • Meeting scheduling
  • Messenger integration
  • Custom properties
Starter
$50 /Month

Features

  • Includes features of Free Tools Plan, plus
  • Deal pipeline
  • Simple automation
  • Custom properties
  • Quotes
  • Calling
  • Meeting scheduling
  • Live chat
  • Goals
  • Reporting dashboard
Professional
$500 /Month

$4,800 billed yearly

Features

  • Includes features of Starter Plan, plus
  • Starts at 5 paid users
  • Teams
  • Deal stage, task, and lead rotation automation
  • Record customization
  • Required fields
  • Custom reporting
  • Email sequences
  • 1:1 video creation
  • Smart send times
  • Products
  • Calculated properties
  • eSignature
Enterprise
$1200 /Month

$14,400 billed yearly

Features

  • Includes features of Professional Plan, plus
  • Starts at 10 paid users
  • User roles
  • Record customization
  • Single sign-on
  • Webhooks
  • Field-level permissions
  • Playbooks
  • Call transcription
  • Predictive lead scoring
  • Quote-based workflows
  • Recurring revenue tracking
  • Custom reporting
  • Reporting dashboard
View Price Page
Plus (CRM)
$29 /User/Month

Features

  • Lead management
  • Automatic duplicate detection
  • Mass emailing
  • Email templates
  • Visualize leads with kanban
  • Web to lead capture
  • Automatic social profile enrichment
  • Contact and organization management
  • Task and event management
  • Relationship linking
  • Attach files from cloud storage
  • Opportunity management
  • Customizable sales processes
  • Apply task and event activity sets
  • Assign sales teams
  • Batch update records with ease
  • Native Android and iOS mobile apps
  • Real-time mobile data synchronization
  • Mobile business card scanning: 15
  • Mobile contact and calendar integration
  • Mobile voice notes
  • Integrated project management
  • Milestones and associated task tracking
  • Calendar synchronization
  • Configurable project processes
  • Convert won opportunities to projects
  • Built-in business intelligence dashboards
  • Configurable reports
  • Customized report scheduling and emailing
  • Integration with Google G-Suite Login, Calendar, and Docs
  • Integration with Microsoft Office 365 Login, Calendar, and OneDrive
  • Slack integration with AI bot
  • Insightly Outlook add-on
  • Insightly Gmail add-on
  • Roles and permissions: 2
  • Configurable profiles and page layouts: 2
  • Over 250 integrations to business apps
  • Published web services API
  • Calendar sync
  • Contact sync
  • Gmail integration
  • Outlook integration
  • Cloud file storage integration
  • Standard support plan
Professional (CRM)
$49 /User/Month

Features

  • Includes features of Plus plan, plus
  • Lead assignment and routing
  • Schedule outbound emails
  • Mobile business card scanning: 25
  • Customizable real-time insight cards: 100
  • Build and share customized BI dashboards
  • Complete workflow automation
  • Custom object creation
  • Roles and permissions: Unlimited
  • Configurable profiles and page layouts: Unlimited
  • Configurable webhooks
  • Configurable outbound webhooks
  • Customized Support & Services Plan (additional pricing)
  • Professional services (additional pricing)
  • Developer API support (additional pricing)
Enterprise (CRM)
$99 /User/Month

Features

  • Includes features of Professional plan, plus
  • Mobile business card scanning: 50
  • Customizable real-time insight cards: Unlimited
  • Products, Price Books and Quotes
  • Custom validation rules
  • Calculated fields on any object
  • Deploy custom apps on any platform
  • Lambda function authoring and execution
  • Dynamic page layout rules
  • Schedule serverless lambda functions
Plus (Marketing)
$299 /Month

Features

  • Email marketing
  • Mobile optimized content creation
  • Dynamic list segmentation
  • External form tracking
  • Hosted forms: 10
  • Hosted landing pages: 10
  • Journey builder
  • Lead nurturing
  • Lead de-duplication
  • Lead scoring and grading
  • Real-time CRM connector
  • Automation rules: 10
  • Built-in business intelligence dashboards
  • Configurable reports
  • Customized report scheduling and emailing
  • Roles and permissions: 2
  • Configurable profiles and page layouts: 2
  • File hosting: 100 MB
  • Integration with Google G-Suite login
  • Integration with Microsoft Office 365 login
  • Standard support plan
Professional (Marketing)
$599 /Month

$599 per Month billed Annually

Features

  • Includes features of Plus (Marketing) plan, plus
  • Email client rendering preview (additional cost)
  • Hosted forms : 50
  • Hosted landing pages : 50
  • Advanced prospect tracking
  • Analytics tracking domains : 3
  • Automation rules : 50
  • Customizable real-time insight cards : 100
  • Build and share customized BI dashboards
  • Advanced email analytics
  • Website traffic analysis
  • Custom object creation
  • Configurable webhooks
  • Roles and permissions : Unlimited
  • Configurable profiles and page layouts : Unlimited
  • File hosting : 500 MB
  • Customized Support and Service Plans (additional cost)
Enterprise (Marketing)
$1299 /Month

$1299 per Month billed Annually

Features

  • Includes features of Professional (Marketing) plan, plus
  • Email client rendering preview
  • Hosted forms : Unlimited
  • Hosted landing pages : Unlimited
  • Multiple scoring categories
  • Event based segmentation
  • Custom event triggering and reporting
  • Analytics tracking domains : 20
  • Automation rules : 100
  • Customizable real-time insight cards : Unlimited
  • Calculated fields
  • Custom validation rules
  • Lambda function authoring and execution
  • Dynamic page layout rules
  • File hosting : 10 GB
  • SAML Single Sign-on
View Price Page
Basic
$49 /User/Month

For 5 users, Pricing varies based on number of users upto 200

Features

  • Unlimited free viewers
  • Unlimited boards
  • Over 20 column types
  • iOS and Android apps
  • File storage: 5 GB
  • Activity log: 1 week
  • Whiteboard integration
  • Embed documents
  • Kanban view
  • Embedded forms
  • Dashboards: 1 board per dashboard
  • Two-factor authentication
  • Self-serve knowledge base
  • 24/7 customer support

Standard
$59 /User/Month

For 5 users, Pricing varies based on number of users upto 200

Features

  • Includes features of basic plan, plus
  • File storage: 50 GB
  • Activity log: Unlimited
  • Zoom integration
  • Timeline view
  • Calendar view
  • Share boards with guests: 4 guests billed as 1 user
  • Map view
  • Advanced search
  • Forms customization
  • Integrations: 250 actions/month
  • Automations: 250 actions/month
  • Dashboards: 3 boards per dashboard

Pro
$99 /User/Month

For 5 users, Pricing varies based on number of users upto 200

Features

  • Includes features of Standard plan, plus
  • File storage: Unlimited
  • Share boards with guests: Unlimited
  • Time tracking
  • Chart view
  • Formula column
  • Custom tags
  • Private boards
  • Integrations: 25,000 actions/month
  • Automations: 25,000 actions/month
  • Dashboards: 10 boards per dashboard
  • Google authentication

Enterprise
Custom

For users more than 200

Features

  • Includes features of Pro plan, plus
  • Integrations: 250,000 actions/month
  • Automations: 250,000 actions/month
  • Dashboards: 25 boards per dashboard
  • Single Sign On (Okta, One login, Azure AD, Custom SAML)
  • Audit log
  • Session management
  • HIPAA Compliance
  • 99.9% uptime SLA
  • Advanced account permissions
  • Tailored onboarding
View Price Page

SCREENSHOTS

HubSpot CRM Screenshots
View 7 screenshot(s)
Insightly Screenshots
View 5 screenshot(s)
monday.com Screenshots
View 22 screenshot(s)

INTEGRATIONS

  • WordPress
  • Freshdesk
  • Wufoo
  • LoginRadius
  • SnapEngage
  • BigCommerce
  • Salesforce
  • Pipedrive
  • Zapier
  • Office 365
  • Slack
  • Hubstaff
  • MailChimp
  • Evernote
  • Everhour
  • TimeCamp
  • Quickbooks
  • PandaDoc
  • SupportBee
  • Automate.io
  • PieSync
  • Xero
  • Copper (ProsperWorks CRM)
  • Dropbox Business
  • Asana
  • Slack
  • JotForm
  • MailChimp
  • Typeform
  • SurveyMonkey
  • Trello
  • GitHub
  • Todoist
  • Toggl Track
  • GitLab
  • Google Drive
  • Harvest
  • Salesforce
  • Pipedrive
  • Shopify
  • Jira

ALTERNATIVES

Top alternatives to HubSpot CRM

Salesforce
Zoho CRM
Pipedrive
Insightly
Copper (ProsperWorks CRM)

Top alternatives to Insightly

HubSpot CRM
Salesforce
Zoho CRM
Pipedrive
Copper (ProsperWorks CRM)