Overview: Insightly CRM and Hubspot Sales Hub as CRM Category solutions.

Insightly CRM and Hubspot Sales Hub offer robust CRM solutions tailored to different user preferences. Insightly CRM excels in large enterprises, focusing on enhancing customer relationships with strong integrations and migration ease. Hubspot Sales Hub targets diverse industries with significant social media and communication management capabilities, prioritizing customer acquisition and ROI improvement. Both provide excellent support and customizable features, making them adaptable for various business needs.

Insightly CRM and Hubspot Sales Hub: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Insightly CRM supports contact list and workflow management, ideal for businesses focused on structured sales processes. read more →

Hubspot Sales Hub emphasizes communication and engagement, making it perfect for businesses needing efficient interaction management. read more →

Business Goals

Insightly CRM aims to enhance customer relationships and increase sales, matching businesses looking to strengthen connections. read more →

Hubspot Sales Hub aims to acquire customers and improve ROI, appealing to those focusing on growth and financial performance. read more →

Core Features

Notable features in Insightly CRM include extensive integration capabilities and custom reports, catering to enterprise needs. read more →

Hubspot Sales Hub offers strong analytics and AI-powered features, assisting in detailed business intelligence. read more →

Vendor Support

Insightly CRM provides robust support with 24/7 assistance, often favored by businesses with constant operational demands. read more →

Hubspot Sales Hub offers comprehensive support, enhancing usability for businesses that rely on continual guidance. read more →

Segments and Industries

Insightly CRM is widely used in large enterprises across IT and financial services, showing its adaptability to complex industries. read more →

Hubspot Sales Hub serves large enterprises and small businesses alike, dominating marketing and computer software industries. read more →

Operational Alignment

Insightly CRM integrates seamlessly into large-scale operations, ensuring that workflows are effectively managed. read more →

Hubspot Sales Hub fits well in businesses that prioritize diverse communication channels and social media presence. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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IT and Other Capabilities

Low
Medium
High

Ease of migration

Read peer / expert warnings.

Data

Data Export

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Data Import

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Support

Email Support

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Chat Support

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24/7 Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Insightly CRM and Hubspot Sales Hub

What benefits does Insightly CRM and Hubspot Sales Hub offer for Contact List Management?

Insightly CRM and HubSpot Sales Hub both allow users to manage contact lists and link them to other information, such as projects and deals. Insightly CRM excels at importing existing contact lists and linking contacts to organizations and opportunities. HubSpot Sales Hub stands out in its ability to track email interactions and provide context for contacts through their professional history and mutual connections. However, both tools have limitations, such as occasional bugs and glitches in Insightly CRM and potential inaccuracies in contact information from internet searches in HubSpot Sales Hub.

"...I use Insightly as the primary CRM system to collate contact information, manage the sales process and keep track of communications...." Peer review by Andrew Tomkinson, Founder & Director, Damson Brook Limited

"...It also improves interactions with customers as your contacting them at the right time...." Peer review by Aidan Q., Hospital & Health Care

What solutions does Insightly CRM and Hubspot Sales Hub provide for Communication Management?

Insightly CRM and HubSpot Sales Hub both offer email tracking and template features for communication management. Insightly CRM emphasizes email management and integration with email providers, while HubSpot Sales Hub focuses on email monitoring and tracking. Insightly CRM has limitations in email tracking, such as difficulty linking emails sent by clients, while HubSpot Sales Hub has limitations in tracking individual email opens when sending to multiple recipients.

"...I set tasks for contacting the customers on a regular basis and keep track of emails, notes and contact info...." Peer review by David Simpson, President, .com Solutions Inc.

"...I liked that you track emails and set emails to go out at various times...." Peer review by Elizabeth L, Enterprise Sales, Computer Software

What makes Insightly CRM and Hubspot Sales Hub ideal for Engagement Management?

Both Insightly CRM and HubSpot Sales Hub aid in managing engagement by tracking customer interactions, following up on leads, and automating communication. Insightly CRM focuses on organizing and tracking customer data, while HubSpot Sales Hub emphasizes automation and analytics, offering features like sequences, email templates, and lead scoring. However, Insightly CRM requires more setup time, and HubSpot Sales Hub's analytics dashboards can be challenging to navigate initially.

"...The main requirements are: prompt follow up phone calls, emails etc, and to keep records of previous interactions...." Peer review by Director in Professional Services

"...That enables me to make follow up calls that are far more productive and good use of my time...." Peer review by Rich Steffen, Agent, Keller Williams Realty Key Partners

What solutions does Insightly CRM and Hubspot Sales Hub provide for Workflow Management?

Insightly CRM and HubSpot Sales Hub both offer workflow management features, allowing users to automate tasks and manage processes. Insightly CRM provides customizable workflows with training resources, while HubSpot Sales Hub offers limited workflow options but integrates seamlessly with other features. However, Insightly CRM has been reported to have slow workflow performance, while HubSpot Sales Hub faces limitations in workflow functionality across different object types.

"...It allows us to maintain an easy workflow without being too process heavy...." Peer review by Kevin G., President, Internet

"...Everyday we are logging into Hubspot to schedule social media posts, blogs, edit automated workflows, and more...." Peer review by Melissa S., Non-Profit Organization Management