HubSpot CRM vs Insightly
Features Comparison

Discover how HubSpot CRM and Insightly compare to each other by their features

Total

110

"What If" Scenarios

AI/Machine Learning

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Appointment Scheduling

Audience Targeting

Autoresponders

Batch Processing

Bid Management

Brand Tracking

Budgeting/Forecasting

Business Card/Badge Scanning

CRM

Calendar Management

Calendar/Reminder System

Call Logging

Campaign Management

Client Management

Client Tracking

Client/Property Matching

Collaboration Tools

Commenting/Notes

Committee Management

Contact Database

Contact Management

Contract/License Management

Customer Database

Customer Support

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Scoring

Data Enrichment

Data Import/Export

Demographic/Firmographic Data

Dependency Tracking

Document Management

Document Storage

Donor Management

Drag & Drop

Dynamic Modeling

Email Management

Email Marketing

Email Templates

Event Management

Expense Tracking

File Sharing

Financial Management

For Financial Institutions

For Insurance Industry

Forecasting

Fundraising Management

Geotargeting

Grant Management

Graphical Data Presentation

Insurance Management

Interaction Tracking

Landing Pages/Web Forms

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Scoring

Lead Segmentation

Live Chat

Marketing Automation

Membership Management

Mobile Access

Modeling & Simulation

Multi-Channel Communication

Multi-Channel Social Integration

Multiple Scoring Models

Offline Form

Opportunity Management

Patient Communications

Performance Metrics

Pipeline Management

Prioritization

Proactive Chat

Process/Workflow Automation

Project Management

Project Planning

Project Tracking

Prospecting Tools

Quotes/Estimates

Real-Time Notifications

Referral Tracking

Relationship Tracking

Reminders

Reporting/Analytics

Resource Management

Sales Activity Management

Sales Approval

Sales Forecasting

Sales Pipeline Management

Sales Reports

Scheduling

Screen Sharing

Search/Filter

Segmentation

Sentiment Analysis

Social Media Integration

Social Media Monitoring

Sub-Task Management

Subcontractor Management

Support Ticket Management

Task Management

Team Assignments

Template Management

Territory Management

Third-Party Integration

Third-Party Integrations

Time Tracking

To-Do List

Volunteer Management

Workflow Management

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HubSpot CRM vs InsightlyFeatures Comparison

HubSpot CRM

Insightly