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.
什么是 HubSpot？
Okay, so HubSpot. Think of it as your all-in-one business 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...
主要优点
HubSpot 以其一体化方法和强大的免费计划而大放异彩。以下是它脱颖而出的原因：
- 自由的 客户关系管理: Yes, you read that right! HubSpot offers a completely free 客户关系管理 with unlimited users and up to 1 million contacts.
- 营销自动化： Automate your marketing tasks, such as email campaigns and 社交媒体 posting, to save time and boost efficiency.
- 销售管道管理： 可视化并跟踪您的销售流程，从而更轻松地识别瓶颈并更快地完成交易。
- 广泛的集成： 将 HubSpot 与 1,000 多种常用业务工具连接起来，以简化工作流程。
定价
- 免费工具:最多可免费使用两名用户。
- 营销中心启动器:$15/座位/月。
- 启动客户平台:$15/座位/月。
- 营销枢纽专业版 + 三个席位:$800/月，额外座位 $45/月。
优点
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…
准备好简化您的业务流程并建立更牢固的关系了吗？开始免费试用 Insightly，看看它的与众不同之处！
主要优点
-
- 提高生产率：通过 20% 提高项目完成率。
- 增加收入： 有效跟踪线索，达成更多交易。
- 加强合作： 连接团队，加强沟通。
- 获得宝贵的见解： 深入了解客户。
定价
所有计划都将 每年计费.
- 加: $29/user/month.
- 专业的：每位用户每月 49 美元。
- 企业: $99/user/month.
优点
缺点
功能比较
Let’s dive into the core of Insightly vs HubSpot.
We’ll compare key features, showing where each CRM platform shines and where one might edge out the other.
1. 用户界面和易用性
- HubSpot：
- Generally considered more user-friendly, with a modern and intuitive design. Navigation is straightforward, making it easy for new users to adapt.
- 真知灼见：
- While functional, Insightly may feel less polished. The interface is somewhat dated, potentially requiring a steeper learning curve.
2. CRM Capabilities
- HubSpot：
- The HubSpot CRM excels in sales tracking, lead management, and customer interactions. It offers robust tools for pipeline management and deal tracking.
- 真知灼见：
- The Insightly CRM is strong in relationship linking, allowing you to connect contacts, organizations, and opportunities. It is very strong in project management connections.
3. 营销自动化
- HubSpot：
- HubSpotoffers extensive marketing automation, including email campaigns, landing pages, and workflow automation. It’s a powerhouse for inbound marketing.
- 真知灼见：
- Insightly offers workflow automation, but its marketing tools are less comprehensive. It focuses more on sales and project-related automation.
4. 项目管理
- HubSpot：
- While it has some project management capabilities, it’s not its primary focus. Tasks and basic project tracking are available.
- 真知灼见：
- Project management is a core strength of Insightly. It offers robust project tracking, task management, and milestone tracking, making it ideal for project-based businesses.
5. 报告和分析
- HubSpot：
- Provides detailed 报告 and analytics, allowing you to track key metrics and gain insights into sales and marketing performance.
- 真知灼见：
- It offers customizable dashboards and reports, but some users find the reporting features less intuitive than those of HubSpot.
6. 集成
- HubSpot：
- It offers a vast library of integrations with popular business tools, making it easy to integrate with your existing software.
- 真知灼见：
- Provides integrations with key apps, but the selection is smaller compared to HubSpot.
7. 定制
- HubSpot：
- Allows for extensive customization of workflows, pipelines, and reports.
- 真知灼见：
- Insightly and HubSpot both offer customization, but Insightly particularly excels with custom fields and relationship linking.
What to Look for When Choosing 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 reporting tools are top-notch.
Sure, Insightly is strong in project management.
Especially for small businesses, but HubSpot’s overall package is hard to beat.
We spent hours comparing Insightly and HubSpot’s automation features and closed system integrations, which make it our choice.
Hubspot 的更多信息
我们探讨了 Hubspot 的几种替代方案，每种方案都有其独特的优势。
以下是 Hubspot 与这些软件解决方案的简要比较：
- Hubspot vs Gohighlevel: GoHighLevel 主要为营销机构量身定制，提供了一个管理各种数字营销任务（包括预约安排和社交媒体）的一体化平台。相反，Hubspot 则面向各种规模的企业，通过更广泛的营销、销售和服务工具集，在入站营销方面表现出色。
- Hubspot 与 Pipedrive: Pipedrive 是一款专注于销售的 CRM，以可视化销售管道管理和直观的界面而著称，是跟踪交易的理想选择。Hubspot 提供了一个更全面的一体化平台，涵盖销售、营销和客户服务。
- Hubspot vs Keap: Keap（前身为 Infusionsoft）专注于客户关系管理和营销自动化，尤其适合希望简化销售流程和联系人管理的小型企业。Hubspot 提供更广泛的营销、销售和服务功能，通常具有更强大的自动化和报告功能。
- Hubspot vs ActiveCampaign: ActiveCampaign 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, 社交媒体 management, and a broader range of automation triggers and actions.
- Hubspot 与 Clickfunnels: ClickFunnels 致力于创建高转化率的销售漏斗，重点关注着陆页和销售流程。另一方面，Hubspot 是一个更广泛的营销和销售自动化平台，除了提供漏斗构建之外，还提供全面的工具，包括客户关系管理（CRM）、内容管理和销售自动化。 这.
- Hubspot 与 Folk: Folk 是一款较为简单的 CRM 解决方案，擅长直接管理和组织联系人。它适用于注重易用性的小型团队。Hubspot 提供更强大的联系人管理、详细的分析以及更广泛的营销和销售功能，但学习曲线较陡。
- Hubspot 与 Instantly: Instantly 擅长冷门电子邮件推广和潜在客户生成自动化。Hubspot 提供更广泛的工具套件，包括完整的客户关系管理、具有高级设计功能的综合电子邮件营销、社交媒体集成以及更广泛的自动化工作流程。
- Hubspot 与 ClickUp: ClickUp 主要是一款项目管理工具，具有广泛的定制和协作功能。它允许用户管理任务、文档和目标。虽然它通过自定义字段提供了一些 CRM 功能，但 Hubspot 是一个专门的 CRM 系统，旨在全面管理客户关系和简化销售流程。
- Hubspot 与 Monday CRM: Monday.com 是一个专注于项目管理、协作和工作流程自动化的工作操作系统。相比之下，Hubspot 是一个完全集成的 CRM，提供深入的销售、营销和客户服务自动化。它旨在推动企业创收并扩大规模。
- Hubspot vs Capsule CRM: Capsule CRM 是一款简单易用的联系人管理器和销售跟踪器，非常适合需要整理客户信息和清晰管道视图的小型企业。Hubspot 的 CRM 功能更强大、更丰富，具有先进的销售管道、全面的营销自动化和广泛的集成。
- Hubspot vs Freshsales CRM: Freshsales CRM 是一款以销售为中心的 CRM，强调人工智能驱动的销售线索评分和销售自动化，以实现高效的交易管理。Hubspot 提供了一个更广泛的一体化平台，其强大的营销自动化功能与销售和服务工具集成在一起，使其适用于更复杂的销售周期。
- Hubspot 与 Salesforce: Salesforce 是一款功能强大、可高度定制的企业级 CRM，具有强大的报告和预测功能，非常适合有复杂需求的大型企业。Hubspot 提供更友好的用户界面和一套完善的营销和销售工具，尤其吸引中小企业，其定价模式也更容易接受。
- Hubspot 与 Zendesk: Zendesk 是一个专业的客户服务和支持平台，在全渠道支持、票务和先进的人工智能问题解决能力方面表现出色。Hubspot Service Hub 提供集成的客户支持工具，作为其更广泛的 CRM 套件的一部分，在营销、销售和服务团队之间提供无缝数据流，但与 Zendesk 相比，它不太重视先进的人工智能。
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 Gohighlevel: Insightly 将客户关系管理与项目管理相结合，而 GoHighLevel 则是销售、营销和代理自动化的综合平台，提供更广泛的潜在客户生成工具。
- 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 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 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 与 Capsule CRM: Insightly 是一款功能更丰富的 CRM，具有项目管理功能，而 Capsule CRM 则是一款更简单、直接的联系人和销售机会跟踪器。
- 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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