HubSpot vs Insightly

HubSpot

• Small teams that want to start on a free CRM and add paid tools later
• Companies that want marketing, sales and service working from one customer database
• Startups and nonprofits that qualify for HubSpot's discount programs

Insightly

• Businesses that deliver projects after the sale and want one system for both
• Teams that expect to need custom fields and role-based permissions
• Companies that also want marketing and support tools from the same vendor

HubSpot

• The free tools stop at 2 users and 1,000 contacts, and free live chat and marketing emails carry HubSpot branding.
• Sales Hub Professional and Enterprise each require a one-time onboarding fee ($1,500 and $3,500) on top of the seat price.
• Paid tiers are split across a Starter bundle, Smart CRM and separate hubs, so the total depends on which products and how many seats you buy.
• The $7 Starter price is a limited-time offer for new customers; the list price shown beside it is $20 per seat a month.

Insightly

• The pricing page lists no free plan, only a 14-day trial.
• Prices are shown for annual billing only; the pricing page gives no monthly rates.
• Lead routing, workflow automation and AI Copilot start at Professional; products, price books and quotes need Enterprise.
• Plans cap total records: 100,000 on Plus, 250,000 on Professional and 500,000 on Enterprise.

HubSpot

Free CRM tools

Contact management, deal pipelines, task and activity tracking, CRM import and reporting dashboards are free for up to 2 users and 1,000 contacts, with no expiry date.

Sales email and meeting tools

Email tracking, templates and a meeting scheduler work inside HubSpot or from the inbox, through a Chrome extension for Gmail and an Office 365 add-in for Outlook.

Workflows and sales automation

Workflows automate follow-ups and record updates. Sales Hub Professional allows up to 300 fully customizable workflows; lower tiers have fewer triggers and actions.

Breeze AI and HubSpot Credits

Breeze Assistant answers questions from CRM data, and agents run on HubSpot Credits. Paid tiers include 500, 3,000 or 5,000 credits a month, and unused credits do not roll over.

Calling and conversation tools

Calls can be placed and logged from the CRM, with a monthly allowance of calling minutes that grows by tier. Sales Hub Professional adds call transcription and playbooks.

Connected hubs and integrations

The CRM shares one customer database with HubSpot's marketing, service, content and data hubs, and HubSpot lists more than 2,000 integrations.

Insightly

Pipelines and lead management

Leads are captured, prioritized and distributed by criteria, and opportunities move through customizable pipelines. Lead assignment and routing start at Professional.

Projects from won deals

A won opportunity can be converted into a project and delivered with pipelines, milestones and tasks, so work after the sale stays in the same system.

Workflow automation

Automation takes over repetitive steps such as emails, reminders and onboarding tasks. Workflow automation is listed as a Professional plan feature.

Dashboards and reports

Advanced reports and pre-built business dashboards are included from the Plus plan, with customizable KPIs and dashboards that can be shared with the team.

AI Copilot

Copilot automates tasks, summarizes records and surfaces information from plain-language prompts. It is included from the Professional plan.

Email sidebars and mobile apps

Sidebars for Gmail and Outlook show and create leads and contacts from the inbox. The iOS and Android apps add business card scanning and voice notes.

HubSpot

• Free Tools$0

  Up to 2 users and 1,000 contacts, with contact management, deal pipelines, live chat and reporting dashboards. No credit card required.

• Starter$20

  per seat / month; new customers from $7, billed annually

  A bundle of the Starter editions of the marketing, sales, service, content and data hubs. Removes HubSpot branding and includes 500 HubSpot Credits.

• Smart CRM Professional$45

  per seat / month, annual commitment ($50 billed monthly)

  CRM-only tier with up to 100 pipelines, 100 custom reports, 75 dashboards and 3,000 HubSpot Credits.

• Smart CRM Enterprise$75

  per seat / month

  CRM-only tier with up to 350 pipelines, 500 custom reports, 200 calculated properties and 5,000 HubSpot Credits.

• Sales Hub Professional$90

  per seat / month, annual commitment ($100 billed monthly)

  Sales Hub only: up to 300 customizable workflows, call transcription and playbooks. A one-time $1,500 onboarding fee is required.

• Sales Hub Enterprise$150

  per seat / month

  Sales Hub only: adds forecasting across team hierarchies and more advanced automation. A one-time $3,500 onboarding fee is required.

Insightly

• Plus$29

  per user / month, billed annually

  Lead and contact management, project management, advanced reports and pre-built dashboards. 100,000 records and 10 GB of file storage.

• Professional$49

  per user / month, billed annually

  Adds lead assignment and routing, workflow automation and AI Copilot. 250,000 records and 100 GB of file storage.

• Enterprise$99

  per user / month, billed annually

  Adds sandboxes, products, price books and quotes, and audit logging. 500,000 records and 250 GB of file storage.

HubSpot

• Other savings

  New-customer Starter offer: from $7 per seat

  For a limited time, new customers pay $7 per seat a month billed annually, or $10 billed monthly, instead of the $20 list price for Starter. HubSpot gives no end date.

• Annual discount

  Lower seat price with an annual commitment

  Sales Hub Professional is $90 per seat a month on an annual commitment versus $100 paid monthly. Smart CRM Professional is $45 versus $50.

• Startups

  HubSpot for Startups: up to 90% off

  Startups with pre-seed to Series A funding can get 90% off in year one, 50% in year two and 25% in year three. Others tied to an approved partner get 30%, then 15%. Professional and Enterprise products only.

• Nonprofit

  40% off for eligible nonprofits

  New customers registered as nonprofits in North America, Australia or New Zealand get 40% off Professional and Enterprise products on a one-year contract. Starter is excluded.

Insightly

No public discounts listed.