G2 reviewers report that HubSpot Sales Hub excels in user onboarding, with many users finding it easy to bring new team members up to speed. The platform's automation features and customizable deal tracking are frequently highlighted, making it a strong choice for teams looking for a seamless setup experience.
Users say that Insightly CRM offers a unique advantage by combining CRM and project management functionalities in one platform. This integration allows users to track customer interactions from lead generation to project delivery, which is particularly beneficial for small businesses looking for an all-in-one solution.
Reviewers mention that HubSpot Sales Hub's reporting features are among the best in the industry, with users praising the sales intelligence forecasting and AI note-taker for recording sales calls. This level of detail helps teams manage their sales processes more effectively and make informed decisions.
According to verified reviews, Insightly CRM is appreciated for its intuitive interface and clean workflows, making it easy for users to navigate the system. However, some users have noted that it can struggle to meet specific workflow needs, indicating potential configuration challenges for more complex requirements.
G2 reviewers highlight that while HubSpot Sales Hub has a higher overall satisfaction score, Insightly CRM still holds its ground in the small business segment, where it is favored for its affordability and ease of use. Users often mention that it provides a better experience for those who prioritize budget-friendly options.
Users report that both platforms have strong customer support, but HubSpot Sales Hub tends to receive higher ratings for the quality of support. Reviewers appreciate the extensive knowledge base and customer support portal, which help users resolve issues quickly and efficiently.
Pricing
Entry-Level Pricing
HubSpot Sales Hub
Free HubSpot CRM
$0.00
A foundational CRM that helps businesses organize their interactions, and create great experiences for their customers.
Can I automate multiple scheduled sales email sends based on the suggested optimized send times?
6 Comments
JF
Yes, you can schedule automated emails at suggested optimized times. You can send single emails or sequences.Read more
Will Hubspot connect well with variety of accounting softwares?
5 Comments
CM
There aren’t any native integrations that I’m aware of. There are a few you can set up through Zapier. A word of caution: HubSpot isn’t currently compliant...Read more
Is there any way to email and add a call task on the same day in sequences?
4 Comments
KH
yes you can use sequences for email and then make a workflow for adding task same day .Read more
We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. Read more
What is Insightly CRM used for?
2 Comments
DB
Insightly includes project management capabilities that allow users to plan, execute, and monitor projects from within the CRM platformRead more
Will you’re software link with mailchimp
1 Comment
CL
Yes, Insightly integrates with MailChimp.
Learn more details here:
https://www.insightly.com/product/connect-to-apps/mailchimp-crm/Read more
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