选择正确的 客户关系管理 很艰难，对吗？
You’re looking at HubSpot vs Insightly, and it feels like comparing apples to oranges.
Imagine your sales team struggling with clunky software.
Don’t stress! This article breaks down HubSpot vs Insightly in simple words.
We’ll look at the key differences, pricing, and who each 客户关系管理 is best for.
概述
我们不只是看评论。
Our team dove deep, testing both HubSpot and Insightly.
We explored their features, tracked user experience, and analyzed real-world scenarios to provide a practical, hands-on comparison.
Ready to grow your business with a powerful all-in-one platform? Get started with HubSpot’s tools today.
定价： 它有一个免费计划。高级计划起价为 $15/月。
主要特点：
- 客户关系管理
- 营销自动化
- 分析与报告
需要 客户关系管理 that goes beyond sales with robust project management tools? Insightly’s got you covered.
定价： It has a free trial. The premium plan starts at $29/month.
主要特点：
- 项目管理
- 工作流程自动化
- Relationship Linking
什么是 HubSpot？
Okay, so HubSpot. Think of it as your all-in-one 商业 toolbox.
It helps with sales, marketing, and customer service. Basically, it keeps everything organized.
You get a clear view of your customers.
此外，探索我们最喜欢的 Hubspot 替代品...
我们的观点
HubSpot 是一个功能强大的平台，功能丰富，但在选择之前，您必须考虑自己的预算和需求。对于想要全面解决方案并愿意投资的企业来说，HubSpot 是一个不错的选择。
主要优点
- 免费 CRM： 从具有基本 CRM 功能的免费计划开始。
- 一体化平台： 访问营销、销售和服务工具套件。
- 广泛的社区和资源： 受益于丰富的知识和支持。
- 入站营销重点： 通过有价值的内容吸引并吸引潜在客户。
定价
- 免费工具：最多两名用户免费。
- 营销中心入门：15 美元/座位/月。
- 入门客户平台：15 美元/座位/月。
- Marketing Hub Professional + 三个席位：每月 800 美元，额外座位每月 45 美元。
Você pode ter mais de um espaço de trabalho.
缺点
什么是 Insightly？
Insightly? It’s more than just a CRM. It blends CRM with project management.
Think of it as keeping your sales and projects in one spot.
It’s built for those who juggle many things.
此外，探索我们最喜欢的 Insightly 替代品…
我们的观点
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
主要优点
- Scalable for growth: Adapt the platform as your business expands.
- Project management features: Keep your projects organized and on track.
- Customizable dashboards and reports: Get the insights you need to make informed decisions.
- 与流行应用程序的集成： 与您最喜欢的商业工具连接。
定价
- 加: $29/user/month.
- 专业的：每位用户每月 49 美元。
- 企业: $99/user/month.
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
This evaluation pits HubSpot, the top crm platform known for its integrated marketing tools and scalability.
Insightly, a versatile crm solution praised for its native integrated project management tools.
This comparison will clarify which best crm platform excels at unifying sales pipeline management and lead management with overall company workflow and customer relationships.
1. Core Platform Focus
- HubSpot: Serves as a comprehensive crm platform designed to be the single source of truth for marketing, sales, and service teams. It excels in lead management and sales pipeline management with a focus on inbound marketing strategies.
- Insightly: Operates as a versatile crm solution that tightly integrates sales, marketing, and project delivery. Its core strength is bridging the gap between sales and execution through integrated project management tools.
2. Project Management Integration
- HubSpot: Offers basic integrated project management tools within its Operations Hub, mainly for organizing internal tasks and team collaboration related to a deal or contact. It is not its primary focus.
- Insightly: Features robust, native integrated project management tools that allow users to automatically create projects when a deal closes. This makes it ideal for teams that need to manage customer relationships from initial contact through to service delivery.
3.销售渠道管理
- HubSpot: Provides highly visual and intuitive sales pipeline management with drag-and-drop boards. It is excellent for tracking deals and automating follow-ups, essential for effective lead management.
- Insightly: Also offers strong sales pipeline management features and customization options across its crm systems. It allows for multiple, complex pipelines to manage customer relationships effectively through different stages.
4. Marketing Tools and Automation
- HubSpot: Offers industry-leading marketing tools through its paid Marketing Hub, including email, landing pages, and sophisticated 自动化 workflows. It is arguably the best crm platform for marketing at scale.
- Insightly: Provides strong marketing tools for email marketing and campaigns, though its features are generally less expansive than HubSpot’s dedicated marketing hub.
5. Service and Support Tools
- HubSpot: Includes a dedicated Service Hub with powerful customer service tools for ticket management, a knowledge base, and customer feedback surveys. It focuses on holistic customer relationships management.
- Insightly: Provides support services and ticketing capabilities, often relying on integrations for high-end customer service tools. Its primary focus remains on sales and project delivery over dedicated, complex support queues.
6. Scalability and Free Tier
- HubSpot: Offers a perpetual free-for-life crm platform tier and scales well, making it a viable crm solution from startup to enterprise. It is often regarded as the best crm platform for rapid growth.
- Insightly: Does not offer a true free crm platform tier but scales effectively for small and mid-sized businesses looking for a balance between crm systems and project tracking.
7.定制
- HubSpot: Highly customizable with custom objects and fields, allowing businesses to adapt the crm systems to their unique internal processes and manage customer relationships.
- Insightly: Offers deep customization, particularly around linking contact Das bedeutet, dass Ihr with project data. Users can create custom fields and views to tailor the platform as a comprehensive crm solution.
8. Ecosystem and Integrations
- HubSpot: Features a vast and integrated App Marketplace, easily connecting to other crm systems and marketing tools. It serves as a central hub for multiple crm platforms.
- Insightly: Offers strong native integrations, particularly with Google Workspace and Microsoft 365, making it a convenient crm platform for teams relying on those tools to manage customer relationships.
9.总体价值主张
- HubSpot 客户关系管理: Provides exceptional value due to its free tier, unified hubs, and powerful marketing tools. It’s the best crm platform for businesses prioritizing inbound growth and integrated marketing.
- Insightly: Offers strong value by including core integrated project management tools and sales features in one package. It is the ideal crm solution for service-based businesses that need to track project execution alongside sales pipeline management.
What to Look for in a CRM Software?
- Consider your team’s size and technical skills.
- Match CRM features to your specific business needs.
- Evaluate scalability for future growth.
- Check for mobile accessibility and usability.
- Ensure seamless integration with existing tools.
- Assess customer support options and responsiveness.
- Factor in the total cost of ownership, including training and implementation.
- Look for 安全 features and data privacy compliance.
- Determine if the CRM offers industry-specific solutions.
- Test the software with a free trial or demo before committing.
最终裁决
So, which one wins? For most, HubSpot edges it out.
Why? It’s a powerful CRM with strong marketing automation platform features.
Plus, HubSpot offers a free plan, which is great for getting started.
It’s super user-friendly, and its 报告 tools are top-notch.
Sure, Insightly is strong in project management.
Especially for 小型企业, but HubSpot’s overall package is hard to beat.
We spent hours comparing Insightly and HubSpot’s automation features and closed system integrations, which 制作 it our choice.
Hubspot 的更多信息
以下是 Hubspot 与这些软件解决方案的简要比较：
- HubSpot vs GoHighLevel: Hubspot is an all-in-one platform for agencies, with strong marketing automation and white-labeling options.
- Hubspot 与 Pipedrive: It is a sales-focused CRM known for its visual sales pipeline management and intuitive interface, which makes it ideal for tracking deals. Hubspot provides a more comprehensive, all-in-one platform that encompasses sales, marketing, and customer service.
- Hubspot vs Keap: It (formerly Infusionsoft) specializes in CRM and marketing automation, particularly for small businesses looking to streamline sales processes. Hubspot offers a wider range of marketing, sales, and service features.
- Hubspot vs ActiveCampaign: It excels in email marketing and marketing automation, with advanced segmentation and conditional logic. However, Hubspot provides a more extensive all-in-one platform that encompasses lead generation.
- Hubspot 与 Clickfunnels: It is dedicated to creating high-converting sales funnels, focusing on landing pages and sales processes. Hubspot, on the other hand, is a broader marketing and sales automation platform.
- Hubspot 与 Folk: It is a simpler CRM solution that excels in straightforward contact management and organization. It is suitable for small teams that prioritize ease of use.
- Hubspot 与 Instantly: It specializes in cold email outreach and lead generation automation. Hubspot provides a much broader suite of tools, including a full CRM, comprehensive email marketing with advanced design capabilities.
- Hubspot 与 ClickUp: It is primarily a project management tool with extensive customization and collaboration features. It allows users to manage tasks, documents, and goals. While it offers some CRM functionalities through custom fields.
- Hubspot 与 Monday CRM: It.com is a work operating system focused on project management, collaboration, and workflow automation. In contrast,
- Hubspot vs Capsule CRM: It is a simpler, user-friendly contact manager and sales tracker, ideal for small businesses needing organized customer information and clear pipeline views.
- Hubspot 与 Insightly: It combines CRM with strong project management features, making it versatile for businesses requiring both.
- Hubspot vs Freshsales CRM: It is a sales-focused CRM emphasizing AI-powered lead scoring and sales automation for efficient deal management. Hubspot provides a more extensive all-in-one platform with robust marketing automation features integrated alongside sales and service tools.
- Hubspot 与 Salesforce: It is a powerful, highly customizable enterprise-grade CRM with robust reporting and forecasting capabilities, ideal for large organizations with complex needs.
- Hubspot 与 Zendesk: It is a specialized customer service and support platform, excelling in omnichannel support, ticketing, and advanced AI capabilities for issue resolution.
关于 Insightly 的更多信息
以下是 Insightly 与这些软件解决方案的简要比较：
- Insightly vs Pipedrive: Insightly 专注于具有集成项目管理功能的 CRM；Pipedrive 擅长可视化销售管道管理，通常是以销售为中心的团队的首选。
- Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- Insightly vs Keap: Insightly 提供强大的客户关系管理功能和项目跟踪功能；Keap 提供强大的营销自动化、电子邮件营销活动和全面的销售功能。
- Insightly vs ActiveCampaign: Insightly 将客户关系管理与项目管理功能融为一体；ActiveCampaign 在高级营销自动化、电子邮件排序和潜在客户评分方面表现出色。
- Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
- Insightly vs Clickfunnels: Insightly 是一款具有项目管理功能的 CRM；ClickFunnels 主要是一款销售漏斗构建工具，用于创建着陆页和实现销售流程自动化。
- Insightly vs Folk: Insightly 是一款具有项目管理功能的综合客户关系管理软件；而 Folk 则是一款更加精简的协作式联系人管理工具。
- Insightly vs Instantly: Insightly 提供强大的客户关系管理（CRM）和项目管理解决方案；Instantly 专注于自动化的冷门电子邮件推广和潜在客户生成。
- Insightly vs ClickUp: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
- Insightly vs 星期一: Insightly 将客户关系管理与项目管理相结合；Monday CRM 是一个高度可定制的工作操作系统，可满足各种客户关系管理需求。
- Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
- Insightly vs Freshsales: Insightly 是一款功能强大的 CRM，具有项目管理功能；Freshsales CRM 提供先进的销售自动化、人工智能洞察力和多渠道沟通。
- Insightly vs Salesforce: Insightly 是一款集成了项目管理功能的综合性客户关系管理软件；Salesforce 则是一款企业级、高度可定制且扩展性强的客户关系管理解决方案。
- Insightly 与 Zendesk: Insightly 是一款具有项目管理功能的 CRM；Zendesk 主要侧重于客户支持和服务票单。
常见问题
Is HubSpot better for email marketing than Insightly?
Yes, HubSpot is generally considered superior for email marketing. Its marketing platform offers advanced features and better integration with its CRM. HubSpot’s marketing automation features are more robust, giving you more control over your campaigns.
Which CRM is easier to get up and running?
HubSpot is typically easier to set up and use. Its user-friendly interface and extensive resources make it simpler to learn. If your sales team needs a quick implementation, HubSpot is a better option.
Is Insightly good for sales automation?
While Insightly has sales automation capabilities, HubSpot excels in this area. HubSpot’s tools are more comprehensive, streamlining your sales process effectively. However, if your focus is project-based sales, Insightly may be a good choice.
When did HubSpot start focusing on CRM?
HubSpot started as a marketing automation platform and 之后 moved into the CRM space. This history gives it a strong foundation in contact management and marketing integration, which is a key advantage.
Which CRM should I choose if I’m looking for a powerful CRM?
If you’re looking for a powerful all-in-one CRM, HubSpot is the better choice. Its comprehensive features, strong integrations, and robust marketing automation features make it a top contender. If your company is project-heavy and needs a CRM to match it, Insightly is a good choice.
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