{"id":32884,"date":"2026-01-29T05:15:15","date_gmt":"2026-01-29T05:15:15","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=32884"},"modified":"2026-03-20T07:06:16","modified_gmt":"2026-03-20T07:06:16","slug":"hubspot-vs-insightly","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/","title":{"rendered":"HubSpot vs Insightly: 2026 CRM Comparison \u2014 Pricing, AI &#038; Which One Wins"},"content":{"rendered":"<p data-start=\"268\" data-end=\"542\">HubSpot and Insightly are two well-known CRM platforms, but in 2026, they\u2019re built for very different types of businesses.<\/p>\r\n<p data-start=\"268\" data-end=\"542\">While both help you manage contacts, deals, and pipelines, the way they approach automation, AI, pricing, and scale sets them apart in meaningful ways.<\/p>\r\n<p data-start=\"544\" data-end=\"954\">HubSpot positions itself as an all-in-one CRM platform. Its unified ecosystem combines CRM, marketing, sales, service, CMS, and operations software, with shared customer data across every hub.<\/p>\r\n<p data-start=\"544\" data-end=\"954\">In recent years, HubSpot has doubled down on AI with Breeze and AI agents embedded across the platform\u2014helping teams generate content, prioritize deals, automate follow-ups, and support customers from a single system.<\/p>\r\n<p data-start=\"956\" data-end=\"1269\">That level of depth and automation is powerful\u2014but it also comes with a catch.<\/p>\r\n<p data-start=\"956\" data-end=\"1269\">As you move up HubSpot\u2019s tiers or add more hubs, seats, and contacts, costs can increase sharply.<\/p>\r\n<p data-start=\"956\" data-end=\"1269\">So the real question is whether HubSpot\u2019s expansive feature set and AI-driven workflows justify the long-term pricing for your business.<\/p>\r\n<p data-start=\"1271\" data-end=\"1768\">Insightly, on the other hand, takes a more focused approach. It\u2019s primarily a sales-centric CRM with built-in project management and separate marketing and service modules.<\/p>\r\n<p data-start=\"1271\" data-end=\"1768\">Insightly allows you to route leads automatically, trigger task assignments, manage post-sale projects, and run basic email campaigns\u2014all without the complexity of a multi-hub ecosystem.<\/p>\r\n<p data-start=\"1271\" data-end=\"1768\">In late 2025, Insightly also introduced Copilot, its AI assistant designed to help with deal insights, summaries, and productivity tasks.<\/p>\r\n<p data-start=\"1770\" data-end=\"2012\">However, Insightly isn\u2019t without trade-offs. Its marketing and support capabilities are more limited compared to HubSpot, and some users report constraints around advanced automation and customer support unless they move to higher-tier plans.<\/p>\r\n<p data-start=\"2014\" data-end=\"2211\">To cut through the marketing claims, I signed up for the free trials of both HubSpot and Insightly, tested their core CRM, automation, and AI features, and analyzed hundreds of recent user reviews.<\/p>\r\n<p data-start=\"2213\" data-end=\"2280\">In this in-depth <strong data-start=\"2230\" data-end=\"2254\">HubSpot vs Insightly<\/strong> comparison, you\u2019ll learn:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"2282\" data-end=\"2562\">\r\n<li data-start=\"2282\" data-end=\"2343\">\r\n<p data-start=\"2284\" data-end=\"2343\">The key differences between HubSpot and Insightly in 2026<\/p>\r\n<\/li>\r\n<li data-start=\"2344\" data-end=\"2398\">\r\n<p data-start=\"2346\" data-end=\"2398\">How their AI, automation, and integrations compare<\/p>\r\n<\/li>\r\n<li data-start=\"2399\" data-end=\"2452\">\r\n<p data-start=\"2401\" data-end=\"2452\">A clear breakdown of HubSpot vs Insightly pricing<\/p>\r\n<\/li>\r\n<li data-start=\"2453\" data-end=\"2510\">\r\n<p data-start=\"2455\" data-end=\"2510\">Which CRM fits different business sizes and use cases<\/p>\r\n<\/li>\r\n<li data-start=\"2511\" data-end=\"2562\">\r\n<p data-start=\"2513\" data-end=\"2562\">A more affordable alternative worth considering<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#TLDR_HubSpot_vs_Insightly_at_a_Glance_in_2026\" >TL;DR: HubSpot vs Insightly at a Glance in 2026<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#What_Is_the_Difference_Between_HubSpot_and_Insightly_in_2026\" >What Is the Difference Between HubSpot and Insightly in 2026?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#HubSpot_%E2%80%93_An_all-in-one_CRM\" >HubSpot \u2013 An all-in-one CRM&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#Insightly_%E2%80%93_A_sales-oriented_CRM_with_Project_Management\" >Insightly \u2013 A sales-oriented CRM with Project Management<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#Comparing_HubSpot_vs_Insightly_in_2026\" >Comparing HubSpot vs Insightly in 2026<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#Ease_of_use_%E2%80%93_HubSpot_vs_Insightly\" >Ease of use \u2013 HubSpot vs Insightly<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#Pricing_%E2%80%93_HubSpot_vs_Insightly_2026\" >Pricing \u2013 HubSpot vs Insightly (2026)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#Customization_and_pipeline_management_%E2%80%93_HubSpot_vs_Insightly\" >Customization and pipeline management \u2013 HubSpot vs Insightly<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#Marketing_and_campaign_management_%E2%80%93_HubSpot_vs_Insightly\" >Marketing and campaign management \u2013 HubSpot vs Insightly<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#Integrations_%E2%80%93_HubSpot_vs_Insightly\" >Integrations \u2013 HubSpot vs Insightly<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#Sales_automation_%E2%80%93_HubSpot_vs_Insightly\" >Sales automation \u2013 HubSpot vs Insightly<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#Reporting_%E2%80%93_HubSpot_vs_Insightly\" >Reporting \u2013 HubSpot vs Insightly<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#Lead_management_%E2%80%93_HubSpot_vs_Insightly\" >Lead management \u2013 HubSpot vs Insightly<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#EngageBay_A_More_Affordable_and_Powerful_Alternative\" >EngageBay: A More Affordable and Powerful Alternative<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#Why_EngageBay_Stands_Out_in_2026\" >Why EngageBay Stands Out in 2026<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#Wrapping_Up\" >Wrapping Up<\/a><\/li><\/ul><\/nav><\/div>\n\r\n<h2><span class=\"ez-toc-section\" id=\"TLDR_HubSpot_vs_Insightly_at_a_Glance_in_2026\"><\/span><span style=\"color: #339966;\">TL;DR: HubSpot vs Insightly at a Glance in 2026<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<table>\r\n<thead>\r\n<tr>\r\n<th><strong>Factor<\/strong><\/th>\r\n<th><strong>HubSpot CRM Suite<\/strong><\/th>\r\n<th><strong>Insightly CRM<\/strong><\/th>\r\n<th><strong>Quick Verdict<\/strong><\/th>\r\n<\/tr>\r\n<\/thead>\r\n<tbody>\r\n<tr>\r\n<td><strong>Core focus<\/strong><\/td>\r\n<td>All-in-one customer platform spanning CRM, Marketing, Sales, Service, CMS &amp; Operations hubs<\/td>\r\n<td>Sales-first CRM with built-in project management and optional Marketing &amp; Service modules<\/td>\r\n<td>HubSpot for full-funnel operations; Insightly for sales + delivery workflows<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Ideal user<\/strong><\/td>\r\n<td>Growing and mid-market teams needing one system across marketing, sales &amp; support<\/td>\r\n<td>SMB sales teams that want pipeline + project tracking without heavy marketing automation<\/td>\r\n<td>Depends on how marketing-led your business is<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Pricing (entry \u2192 top tier)<\/strong><\/td>\r\n<td>Free tools available; paid plans vary by hub and seats (Starter \u2192 Professional \u2192 Enterprise). Costs rise quickly as you add hubs, seats &amp; contacts<\/td>\r\n<td>Starts around ~$29\/user\/mo \u2192 ~$99\/user\/mo (top tiers); straightforward per-user pricing<\/td>\r\n<td>Insightly is significantly more predictable and budget-friendly<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Ease of use &amp; onboarding<\/strong><\/td>\r\n<td>Polished UI, guided onboarding, in-app tips, live chat &amp; large learning ecosystem<\/td>\r\n<td>Clean UI but more manual setup; onboarding can feel technical; support limited on lower tiers<\/td>\r\n<td>HubSpot is easier for most teams<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Customization &amp; pipeline management<\/strong><\/td>\r\n<td>Custom fields on all tiers; custom objects only on Enterprise; pipelines flexible but opinionated<\/td>\r\n<td>Strong pipeline flexibility; advanced customization and project conversion on higher tiers<\/td>\r\n<td>Insightly offers more flexibility for sales workflows<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Marketing &amp; campaign tools<\/strong><\/td>\r\n<td>Advanced marketing automation, landing pages, forms, blogs, ads, social &amp; multichannel campaigns<\/td>\r\n<td>Basic email marketing; limited automation; no native landing pages<\/td>\r\n<td>HubSpot dominates marketing capabilities<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Sales automation &amp; AI<\/strong><\/td>\r\n<td>Sequences, workflows, forecasting, and Breeze AI agents for drafting, prioritization &amp; insights<\/td>\r\n<td>Rule-based workflows, activity sets, and Copilot AI for summaries &amp; productivity<\/td>\r\n<td>HubSpot offers broader AI and automation<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Reporting &amp; analytics<\/strong><\/td>\r\n<td>Extensive dashboards, custom report builder, revenue attribution, funnel analytics<\/td>\r\n<td>Solid reporting and dashboards, but less depth and visualization<\/td>\r\n<td>HubSpot provides richer analytics<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Integrations &amp; ecosystem<\/strong><\/td>\r\n<td>2,000+ apps in HubSpot App Marketplace across marketing, sales &amp; ops<\/td>\r\n<td>500+ pre-built connectors via AppConnect; strong but smaller ecosystem<\/td>\r\n<td>HubSpot wins on ecosystem scale<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Lead management<\/strong><\/td>\r\n<td>Advanced lead scoring, live chat, unified inbox, lifecycle stages &amp; automation<\/td>\r\n<td>Structured lead records, assignment rules, and auto-conversion to contacts\/projects<\/td>\r\n<td>HubSpot is more comprehensive<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Customer support<\/strong><\/td>\r\n<td>Knowledge base, community, tickets &amp; live chat (24\/7 on higher plans)<\/td>\r\n<td>Self-serve support on lower plans; priority support costs extra<\/td>\r\n<td>HubSpot offers stronger default support<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Key strengths<\/strong><\/td>\r\n<td>Unified platform, deep marketing automation, AI agents, massive ecosystem<\/td>\r\n<td>Affordable pricing, sales + project management combo, customization<\/td>\r\n<td>\u2014<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Key drawbacks<\/strong><\/td>\r\n<td>Rapid price escalation, complex pricing, annual commitments at higher tiers<\/td>\r\n<td>Limited marketing depth, paid premium support, steeper setup for advanced workflows<\/td>\r\n<td>\u2014<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n<h2><iframe title=\"CRM Wars: HubSpot vs Insightly \u2013 The Heavyweight Showdown!\" src=\"https:\/\/www.youtube.com\/embed\/p3T1j-FGGNw\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/h2>\r\n<p style=\"text-align: center;\"><em><strong>CRM Wars: HubSpot vs Insightly \u2013 The Heavyweight Showdown!<\/strong><\/em><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"What_Is_the_Difference_Between_HubSpot_and_Insightly_in_2026\"><\/span><span style=\"color: #339966;\"><b>What Is the Difference Between HubSpot and Insightly in 2026?<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p data-start=\"305\" data-end=\"400\">The biggest difference between <strong data-start=\"336\" data-end=\"361\">HubSpot and Insightly<\/strong> lies in <strong data-start=\"370\" data-end=\"399\">platform depth and intent<\/strong>.<\/p>\r\n<p data-start=\"402\" data-end=\"755\">HubSpot is designed as a broad, all-in-one customer platform that supports marketing, sales, customer service, content management, and operations from a single CRM.<\/p>\r\n<p data-start=\"402\" data-end=\"755\">Insightly, while expanding its capabilities in recent years, remains primarily <strong data-start=\"646\" data-end=\"663\">sales-centric<\/strong>, with marketing and service offered as optional add-ons rather than deeply integrated hubs.<\/p>\r\n<p data-start=\"757\" data-end=\"1047\">In late 2025, Insightly introduced a more unified platform experience across its CRM, Marketing, and Service products.<\/p>\r\n<p data-start=\"757\" data-end=\"1047\">However, this unification focuses on data continuity rather than providing the same level of cross-functional tooling, automation, and ecosystem depth that HubSpot offers.<\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"HubSpot_%E2%80%93_An_all-in-one_CRM\"><\/span><span style=\"color: #993300;\"><b>HubSpot \u2013 An all-in-one CRM&nbsp;<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p data-start=\"1095\" data-end=\"1362\">HubSpot is built for growing businesses that want one system to manage the entire customer lifecycle.<\/p>\r\n<p data-start=\"1095\" data-end=\"1362\">Its modular hub structure allows teams to start small and expand into marketing automation, sales engagement, customer support, and operations as their needs evolve.<\/p>\r\n<p data-start=\"1364\" data-end=\"1695\">All hubs share a central CRM database, giving marketing, sales, and support teams a single source of truth across the customer journey.<\/p>\r\n<p data-start=\"1364\" data-end=\"1695\">In 2026, HubSpot further strengthened this model by embedding <strong data-start=\"1562\" data-end=\"1589\">Breeze AI and AI agents<\/strong> across hubs to assist with content creation, deal prioritization, forecasting, and customer interactions.<\/p>\r\n<p data-start=\"1697\" data-end=\"1725\">HubSpot\u2019s core hubs include:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"1727\" data-end=\"2794\">\r\n<li data-start=\"1727\" data-end=\"1948\">\r\n<p data-start=\"1729\" data-end=\"1948\"><strong data-start=\"1729\" data-end=\"1746\">Marketing Hub<\/strong><br data-start=\"1746\" data-end=\"1749\">Designed to attract and convert leads at scale. Key features include marketing automation, landing pages, forms, email campaigns, social media tools, ads tracking, and AI-assisted content creation.<\/p>\r\n<\/li>\r\n<li data-start=\"1950\" data-end=\"2167\">\r\n<p data-start=\"1952\" data-end=\"2167\"><strong data-start=\"1952\" data-end=\"1965\">Sales Hub<\/strong><br data-start=\"1965\" data-end=\"1968\">Built to help sales teams close deals faster. It includes pipeline management, email tracking, sequences, forecasting, meeting scheduling, document tracking, live chat, and AI-driven deal insights.<\/p>\r\n<\/li>\r\n<li data-start=\"2169\" data-end=\"2372\">\r\n<p data-start=\"2171\" data-end=\"2372\"><strong data-start=\"2171\" data-end=\"2186\">Service Hub<\/strong><br data-start=\"2186\" data-end=\"2189\">Centralizes customer support and success operations. Features include shared inboxes, ticketing, knowledge base, customer feedback surveys, automation, and AI-powered support tools.<\/p>\r\n<\/li>\r\n<li data-start=\"2374\" data-end=\"2603\">\r\n<p data-start=\"2376\" data-end=\"2603\"><strong data-start=\"2376\" data-end=\"2410\">Content Hub (formerly CMS Hub)<\/strong><br data-start=\"2410\" data-end=\"2413\">Allows teams to build and manage websites directly on HubSpot without relying on external CMS platforms. It includes website themes, personalization, SEO tools, and native CRM integration.<\/p>\r\n<\/li>\r\n<li data-start=\"2605\" data-end=\"2794\">\r\n<p data-start=\"2607\" data-end=\"2794\"><strong data-start=\"2607\" data-end=\"2625\">Operations Hub<\/strong><br data-start=\"2625\" data-end=\"2628\">Focuses on data sync, automation, and process alignment across connected apps. It helps maintain clean, consistent customer data while automating backend workflows.<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<h3><span class=\"ez-toc-section\" id=\"Insightly_%E2%80%93_A_sales-oriented_CRM_with_Project_Management\"><\/span><span style=\"color: #993300;\"><b>Insightly \u2013 A sales-oriented CRM with Project Management<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p data-start=\"2862\" data-end=\"3145\">Insightly is primarily designed for sales teams that want a structured CRM combined with <strong data-start=\"2951\" data-end=\"2982\">built-in project management<\/strong>.<\/p>\r\n<p data-start=\"2862\" data-end=\"3145\">It covers core CRM needs such as contact management, deal tracking, workflow automation, and email communication without the complexity of a multi-hub ecosystem.<\/p>\r\n<p data-start=\"3147\" data-end=\"3470\">Insightly\u2019s workflow engine supports both simple and advanced automation\u2014such as updating records, triggering emails, assigning tasks, and syncing data when conditions are met.<\/p>\r\n<p data-start=\"3147\" data-end=\"3470\">In late 2025, Insightly introduced <strong data-start=\"3359\" data-end=\"3370\">Copilot<\/strong>, its AI assistant aimed at improving productivity through summaries, insights, and deal assistance.<\/p>\r\n<p data-start=\"3472\" data-end=\"3703\">One of Insightly\u2019s standout capabilities is its <strong data-start=\"3520\" data-end=\"3544\">record-linking model<\/strong>. Contacts, organizations, opportunities, and projects are tightly connected, giving teams a clear, contextual view of how every record relates to one another.<\/p>\r\n<p data-start=\"3705\" data-end=\"3981\">Insightly also includes <strong data-start=\"3729\" data-end=\"3758\">native project management<\/strong>, allowing teams to transition seamlessly from closed deals into onboarding, delivery, or internal projects.<\/p>\r\n<p data-start=\"3705\" data-end=\"3981\">This makes it especially useful for service-based businesses that manage post-sale work alongside sales pipelines.<\/p>\r\n<p><b><span style=\"text-decoration: underline;\">Overall verdict<\/span><\/b><\/p>\r\n<p data-start=\"4008\" data-end=\"4319\">Choose <strong data-start=\"4015\" data-end=\"4026\">HubSpot<\/strong> if you want a comprehensive, all-in-one platform that supports marketing, sales, customer service, content, and operations in one ecosystem.<\/p>\r\n<p data-start=\"4008\" data-end=\"4319\">It\u2019s ideal for businesses that prioritize automation, AI-driven insights, and cross-team alignment\u2014but are comfortable with higher costs as they scale.<\/p>\r\n<p data-start=\"4321\" data-end=\"4592\">Choose <strong data-start=\"4328\" data-end=\"4341\">Insightly<\/strong> if your primary need is a powerful CRM for sales teams, with strong pipeline management and integrated project tracking.<\/p>\r\n<p data-start=\"4321\" data-end=\"4592\">It\u2019s a better fit for organizations that don\u2019t require advanced marketing automation and want more predictable, per-user pricing.<\/p>\r\n<p data-start=\"4321\" data-end=\"4592\"><img decoding=\"async\" class=\"size-full wp-image-78861 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2025\/07\/ai-matrix-hubspot-insightly-2026.png\" alt=\"AI feature comparison matrix: HubSpot Breeze vs Insightly Copilot (2026)\" width=\"539\" height=\"299\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2025\/07\/ai-matrix-hubspot-insightly-2026.png 539w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2025\/07\/ai-matrix-hubspot-insightly-2026-300x166.png 300w\" sizes=\"(max-width: 539px) 100vw, 539px\" \/><\/p>\r\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; 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If your team struggles to navigate the system or needs extensive setup before seeing value, productivity suffers. Here\u2019s how HubSpot and Insightly compare.<\/p>\r\n<h4><span style=\"color: #666699;\"><b>HubSpot: Guided, Polished, and Beginner-Friendly<\/b><\/span><\/h4>\r\n<p>HubSpot\u2019s interface is clearly designed for usability. Navigation across hubs\u2014Marketing, Sales, Service, Content, and Operations\u2014is consistent, visually clean, and easy to understand even for first-time users.<\/p>\r\n<p>Each hub groups its features logically, reducing the learning curve despite the platform\u2019s breadth.<\/p>\r\n<p>HubSpot also invests heavily in <strong data-start=\"1463\" data-end=\"1484\">guided onboarding<\/strong>. Tooltips, walkthroughs, setup checklists, and AI-assisted recommendations help users configure pipelines, workflows, and reports faster.<\/p>\r\n<p>In 2026, Breeze AI further improves usability by suggesting next steps, drafting content, and summarizing records directly inside the CRM.<\/p>\r\n<div style=\"width: 1280px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-32884-2\" width=\"1280\" height=\"720\" loop autoplay preload=\"auto\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Hubspot-CRM-workflow.mp4?_=2\" \/><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Hubspot-CRM-workflow.mp4\">https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Hubspot-CRM-workflow.mp4<\/a><\/video><\/div>\r\n<p><span style=\"font-weight: 400;\">As John Line, a sales rep at Nutrafarms <\/span><a href=\"https:\/\/www.g2.com\/products\/hubspot-sales-hub\/reviews\/hubspot-sales-hub-review-4689657\"><span style=\"font-weight: 400;\">says<\/span><\/a><span style=\"font-weight: 400;\">:<\/span><\/p>\r\n<blockquote>\r\n<p><strong><span style=\"color: #008000;\"><i>\u201cHubspot is very intuitive. It makes things a whole lot easier overall, and I especially like that you can entirely find out all the essential metrics. I am also a big fan of the efficiency\/ease of use of everything.\u201d<\/i><\/span><\/strong><\/p>\r\n<\/blockquote>\r\n<p data-start=\"2018\" data-end=\"2156\">HubSpot\u2019s support ecosystem is also one of the strongest in the CRM market. Even during trials and lower-tier plans, users have access to:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"2157\" data-end=\"2330\">\r\n<li data-start=\"2157\" data-end=\"2197\">\r\n<p data-start=\"2159\" data-end=\"2197\">Extensive step-by-step documentation<\/p>\r\n<\/li>\r\n<li data-start=\"2198\" data-end=\"2235\">\r\n<p data-start=\"2200\" data-end=\"2235\">In-app guidance and product tours<\/p>\r\n<\/li>\r\n<li data-start=\"2236\" data-end=\"2277\">\r\n<p data-start=\"2238\" data-end=\"2277\">Community forums with instant answers<\/p>\r\n<\/li>\r\n<li data-start=\"2278\" data-end=\"2330\">\r\n<p data-start=\"2280\" data-end=\"2330\">Live chat and ticket-based support on paid plans<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Insightly: Clean UI with a Steeper Workflow Learning Curve<\/b><\/span><\/h4>\r\n<p data-start=\"2401\" data-end=\"2672\">Insightly\u2019s interface is simpler than HubSpot\u2019s largely because it focuses on CRM and <a href=\"https:\/\/thedigitalprojectmanager.com\/tools\/free-project-management-software\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">project management<\/a> rather than a multi-hub ecosystem. Core objects\u2014leads, contacts, opportunities, projects, tasks, emails, and calendars\u2014are easily accessible from the main navigation.<\/p>\r\n<p data-start=\"2674\" data-end=\"2883\">Its integration with Google Workspace is a standout usability win. Capturing emails from Gmail, syncing calendars, and tracking communication feels seamless for teams already working inside Google\u2019s ecosystem.<\/p>\r\n<p data-start=\"2885\" data-end=\"3131\">Insightly also includes a <strong data-start=\"2911\" data-end=\"2938\">real-time activity feed<\/strong> on the home dashboard\u2014something many CRMs lack. It provides visibility into deals closed, projects created, and recent updates across the organization, which is especially useful for managers.<\/p>\r\n<p data-start=\"3133\" data-end=\"3323\">However, Insightly\u2019s <strong data-start=\"3154\" data-end=\"3177\">workflow automation<\/strong> takes more time to master. While powerful, the setup isn\u2019t as visually guided as HubSpot\u2019s, and advanced workflows often require trial and error.<\/p>\r\n<p data-start=\"3325\" data-end=\"3433\">Support is another limitation. Insightly\u2019s standard plans rely heavily on self-service resources, including:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"3434\" data-end=\"3538\">\r\n<li data-start=\"3434\" data-end=\"3461\">\r\n<p data-start=\"3436\" data-end=\"3461\">Knowledge base articles<\/p>\r\n<\/li>\r\n<li data-start=\"3462\" data-end=\"3492\">\r\n<p data-start=\"3464\" data-end=\"3492\">Webinars and documentation<\/p>\r\n<\/li>\r\n<li data-start=\"3493\" data-end=\"3514\">\r\n<p data-start=\"3495\" data-end=\"3514\">In-product guides<\/p>\r\n<\/li>\r\n<li data-start=\"3515\" data-end=\"3538\">\r\n<p data-start=\"3517\" data-end=\"3538\">Email-based support<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"3540\" data-end=\"3752\">In-app or priority technical support is reserved for <strong data-start=\"3593\" data-end=\"3618\">Premier Success Plans<\/strong>, which cost an additional <strong data-start=\"3645\" data-end=\"3682\">20% of your total Insightly spend<\/strong>, making hands-on support significantly more expensive than HubSpot\u2019s.<\/p>\r\n<p><span style=\"text-decoration: underline;\"><b>Ease of use verdict<\/b><\/span><\/p>\r\n<p data-start=\"3783\" data-end=\"3966\"><strong data-start=\"3783\" data-end=\"3820\">HubSpot is easier to use overall.<\/strong> Its guided onboarding, in-app assistance, AI-powered recommendations, and accessible support make it faster for most teams to get up and running.<\/p>\r\n<p data-start=\"3968\" data-end=\"4172\"><strong data-start=\"3968\" data-end=\"4026\">Insightly remains usable and efficient for sales teams<\/strong>, but its workflow configuration and limited support on lower plans introduce a steeper learning curve\u2014especially for teams new to CRM automation.<\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/insightly-alternative\">Read also: The Perfect Insightly Alternative<\/a><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Pricing_%E2%80%93_HubSpot_vs_Insightly_2026\"><\/span><span style=\"color: #993300;\"><b>Pricing \u2013 HubSpot vs Insightly (2026)<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p data-start=\"467\" data-end=\"601\">HubSpot and Insightly follow fundamentally different pricing philosophies, which is why their costs diverge so sharply as teams scale.<\/p>\r\n<p data-start=\"603\" data-end=\"814\"><strong data-start=\"603\" data-end=\"614\">HubSpot<\/strong> prices its platform by <strong data-start=\"638\" data-end=\"696\">hubs, seats, and usage (especially marketing contacts)<\/strong>.<\/p>\r\n<p data-start=\"603\" data-end=\"814\">While it offers a unified CRM, costs rise quickly as you add paid seats or unlock advanced automation and reporting.<\/p>\r\n<p data-start=\"816\" data-end=\"958\"><strong data-start=\"816\" data-end=\"829\">Insightly<\/strong>, by contrast, uses a <strong data-start=\"851\" data-end=\"893\">straightforward per-user pricing model<\/strong>, making it easier for sales teams to predict costs as they grow.<\/p>\r\n<h4><span style=\"color: #666699;\"><b>How much does HubSpot cost in 2026?<\/b><\/span><\/h4>\r\n<p><iframe title=\"Insightly vs HubSpot: Which One Fits Your Business?\" src=\"https:\/\/www.youtube.com\/embed\/wwRX9HvsSgI\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\r\n<p style=\"text-align: center;\"><em><strong>Insightly vs HubSpot: Which One Fits Your Business?<\/strong><\/em><\/p>\r\n<p data-start=\"1005\" data-end=\"1097\">HubSpot no longer follows a simple \u201cbundle pricing\u201d model. Instead, pricing is built around:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"1099\" data-end=\"1310\">\r\n<li data-start=\"1099\" data-end=\"1169\">\r\n<p data-start=\"1101\" data-end=\"1169\">The hubs you choose (Marketing, Sales, Service, Content, Operations)<\/p>\r\n<\/li>\r\n<li data-start=\"1170\" data-end=\"1207\">\r\n<p data-start=\"1172\" data-end=\"1207\">The number of <strong data-start=\"1186\" data-end=\"1207\">Core (paid) seats<\/strong><\/p>\r\n<\/li>\r\n<li data-start=\"1208\" data-end=\"1260\">\r\n<p data-start=\"1210\" data-end=\"1260\">Usage-based limits (especially marketing contacts)<\/p>\r\n<\/li>\r\n<li data-start=\"1261\" data-end=\"1310\">\r\n<p data-start=\"1263\" data-end=\"1310\">Mandatory annual commitments on most paid tiers<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<table>\r\n<thead>\r\n<tr>\r\n<th>Plan Tier<\/th>\r\n<th>Typical Starting Cost*<\/th>\r\n<th>What You Get<\/th>\r\n<\/tr>\r\n<\/thead>\r\n<tbody>\r\n<tr>\r\n<td><strong>Free<\/strong><\/td>\r\n<td>$0<\/td>\r\n<td>Basic CRM, view-only seats, limited sales &amp; service tools<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Starter<\/strong><\/td>\r\n<td>~$20\u2013$30 per Core seat\/month<\/td>\r\n<td>Entry-level sales, service &amp; marketing tools<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Professional<\/strong><\/td>\r\n<td>~$800\u2013$1,000+\/month per hub<\/td>\r\n<td>Advanced automation, reporting, AI features<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Enterprise<\/strong><\/td>\r\n<td>~$3,600\u2013$5,000+\/month per hub<\/td>\r\n<td>Custom objects, advanced permissions, AI insights<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n<p data-start=\"1851\" data-end=\"1968\"><em>*Pricing varies by hub, number of Core seats, and usage limits. Marketing Hub pricing increases with contact volume.<\/em><\/p>\r\n<p data-start=\"1970\" data-end=\"2003\"><strong>What becomes apparent quickly<\/strong><\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"2005\" data-end=\"2359\">\r\n<li data-start=\"2005\" data-end=\"2088\">\r\n<p data-start=\"2007\" data-end=\"2088\"><strong data-start=\"2007\" data-end=\"2036\">Pricing escalates sharply<\/strong> when upgrading from Starter to Professional tiers<\/p>\r\n<\/li>\r\n<li data-start=\"2089\" data-end=\"2188\">\r\n<p data-start=\"2091\" data-end=\"2188\"><strong data-start=\"2091\" data-end=\"2125\">Annual contracts are mandatory<\/strong> for Professional and Enterprise plans\u2014even if billed monthly<\/p>\r\n<\/li>\r\n<li data-start=\"2189\" data-end=\"2259\">\r\n<p data-start=\"2191\" data-end=\"2259\"><strong data-start=\"2191\" data-end=\"2214\">Core seats are paid<\/strong> (editing access); View-Only seats are free<\/p>\r\n<\/li>\r\n<li data-start=\"2260\" data-end=\"2359\">\r\n<p data-start=\"2262\" data-end=\"2359\">Additional Core seats typically cost <strong data-start=\"2299\" data-end=\"2326\">$25\u2013$120 per seat\/month<\/strong>, depending on the hub and tier<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"2361\" data-end=\"2470\">As a result, HubSpot becomes expensive very fast\u2014especially for teams that only need a few advanced features.<\/p>\r\n<p><span style=\"font-weight: 400;\">As Kashif Kadri, a consultant<\/span><a href=\"https:\/\/www.g2.com\/products\/hubspot-sales-hub\/reviews\/hubspot-sales-hub-review-7041663\"><span style=\"font-weight: 400;\"> puts it<\/span><\/a><span style=\"font-weight: 400;\">:<\/span><\/p>\r\n<blockquote>\r\n<p style=\"text-align: left;\"><strong><span style=\"color: #008000;\"><i>\u201cFor a small business, it is very difficult to afford the pricing of automated email services.\u201d<\/i><\/span><\/strong><\/p>\r\n<\/blockquote>\r\n<p data-start=\"2617\" data-end=\"2673\"><strong>HubSpot\u2019s Seat Pricing Shift (Still Relevant in 2026)<\/strong><\/p>\r\n<p data-start=\"2675\" data-end=\"2765\">HubSpot\u2019s seat-based pricing change\u2014introduced in 2024\u2014continues to impact buyers in 2026.<\/p>\r\n<p>This table can help you understand better:<\/p>\r\n<table>\r\n<thead>\r\n<tr>\r\n<th>User requirement<\/th>\r\n<th>Before seat changes<\/th>\r\n<th>Current structure<\/th>\r\n<\/tr>\r\n<\/thead>\r\n<tbody>\r\n<tr>\r\n<td>View-only access to records &amp; dashboards<\/td>\r\n<td>Included in free users<\/td>\r\n<td><strong>Free View-Only seats<\/strong><\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Edit access to CRM records, reports &amp; email tracking<\/td>\r\n<td>Included in free users<\/td>\r\n<td><strong>Paid Core seats required<\/strong><\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Sales &amp; Service power users<\/td>\r\n<td>Dedicated paid seats<\/td>\r\n<td><strong>Still paid seats<\/strong><\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n<p><strong data-start=\"3180\" data-end=\"3197\">Key takeaway:<\/strong><br data-start=\"3197\" data-end=\"3200\">What used to be free edit access now requires <strong data-start=\"3246\" data-end=\"3265\">paid Core seats<\/strong>, significantly increasing costs for managers and admins.<\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-pricing\/\">Read also: HubSpot Pricing and Comparison with Affordable Alternatives<\/a><\/p>\r\n<h4><span style=\"color: #666699;\"><b>How much does Insightly cost<\/b><\/span><\/h4>\r\n<h4><span style=\"color: #666699;\"><b>in 2026<\/b><\/span><span style=\"color: #666699;\"><b>?<\/b><\/span><\/h4>\r\n<p>Insightly keeps pricing simple and transparent with <strong data-start=\"3423\" data-end=\"3441\">per-user tiers<\/strong> and no contact-based pricing.<\/p>\r\n<p><strong>Insightly Pricing Plans (2026)<\/strong><\/p>\r\n<table>\r\n<thead>\r\n<tr>\r\n<th>Plan<\/th>\r\n<th>Price<\/th>\r\n<th>Best For<\/th>\r\n<\/tr>\r\n<\/thead>\r\n<tbody>\r\n<tr>\r\n<td><strong>Free<\/strong><\/td>\r\n<td>$0 (up to 2 users)<\/td>\r\n<td>Very small teams testing CRM basics<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Plus<\/strong><\/td>\r\n<td>~$29\/user\/month<\/td>\r\n<td>SMB sales teams needing email &amp; pipeline tracking<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Professional<\/strong><\/td>\r\n<td>~$49\/user\/month<\/td>\r\n<td>Teams needing automation &amp; reporting<\/td>\r\n<\/tr>\r\n<tr>\r\n<td><strong>Enterprise<\/strong><\/td>\r\n<td>~$99\/user\/month<\/td>\r\n<td>Advanced customization &amp; large datasets<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n<p data-start=\"3874\" data-end=\"3906\"><strong>What\u2019s included as you scale<\/strong><\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"3908\" data-end=\"4087\">\r\n<li data-start=\"3908\" data-end=\"3942\">\r\n<p data-start=\"3910\" data-end=\"3942\">Predictable <strong data-start=\"3922\" data-end=\"3942\">per-user pricing<\/strong><\/p>\r\n<\/li>\r\n<li data-start=\"3943\" data-end=\"3975\">\r\n<p data-start=\"3945\" data-end=\"3975\">No marketing-contact penalties<\/p>\r\n<\/li>\r\n<li data-start=\"3976\" data-end=\"4009\">\r\n<p data-start=\"3978\" data-end=\"4009\">Built-in <strong data-start=\"3987\" data-end=\"4009\">project management<\/strong><\/p>\r\n<\/li>\r\n<li data-start=\"4010\" data-end=\"4047\">\r\n<p data-start=\"4012\" data-end=\"4047\">AI Copilot included on higher tiers<\/p>\r\n<\/li>\r\n<li data-start=\"4048\" data-end=\"4087\">\r\n<p data-start=\"4050\" data-end=\"4087\">Email-based support on all paid plans<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"4094\" data-end=\"4131\"><strong>Pricing Comparison Snapshot (2026)<\/strong><\/p>\r\n<table>\r\n<thead>\r\n<tr>\r\n<th>Factor<\/th>\r\n<th>HubSpot<\/th>\r\n<th>Insightly<\/th>\r\n<\/tr>\r\n<\/thead>\r\n<tbody>\r\n<tr>\r\n<td>Entry pricing<\/td>\r\n<td>Free, but limited<\/td>\r\n<td>Free (2 users)<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Pricing model<\/td>\r\n<td>Hub-based + seat-based + usage<\/td>\r\n<td>Flat per-user<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Typical paid range<\/td>\r\n<td>~$20 \u2192 $5,000+\/month<\/td>\r\n<td>~$29 \u2192 $99\/user\/month<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Contract requirement<\/td>\r\n<td>Annual (Pro &amp; Enterprise)<\/td>\r\n<td>Monthly<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Cost predictability<\/td>\r\n<td>Low<\/td>\r\n<td>High<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n<blockquote>\r\n<p style=\"text-align: left;\"><span style=\"color: #008000;\"><strong>HubSpot\u2019s jump from ~$20 per seat to thousands per month dwarfs Insightly\u2019s $29 \u2192 $99 per-user tiers.<\/strong><\/span><\/p>\r\n<\/blockquote>\r\n<p><span style=\"text-decoration: underline;\"><b>Pricing verdict<\/b><\/span><\/p>\r\n<p data-start=\"4622\" data-end=\"4779\"><strong data-start=\"4622\" data-end=\"4689\">Insightly clearly wins on pricing simplicity and affordability.<\/strong><br data-start=\"4689\" data-end=\"4692\">Its per-user structure makes it easier for sales teams to scale without cost surprises.<\/p>\r\n<p data-start=\"4781\" data-end=\"4966\"><strong data-start=\"4781\" data-end=\"4850\">HubSpot makes sense only if you truly need an all-in-one platform<\/strong> spanning marketing, sales, service, content, and operations\u2014and are prepared for rapid cost escalation as you grow.<\/p>\r\n<p data-start=\"4781\" data-end=\"4966\"><img decoding=\"async\" class=\"size-large wp-image-78864 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2025\/07\/pricing-hubspot-insightly-2026-683x1024.png\" alt=\"HubSpot vs Insightly pricing tiers 2026 infographic\" width=\"683\" height=\"1024\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2025\/07\/pricing-hubspot-insightly-2026-683x1024.png 683w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2025\/07\/pricing-hubspot-insightly-2026-200x300.png 200w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2025\/07\/pricing-hubspot-insightly-2026-768x1152.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2025\/07\/pricing-hubspot-insightly-2026.png 1024w\" sizes=\"(max-width: 683px) 100vw, 683px\" \/><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/is-hubspot-free\/\">Read also: Is HubSpot CRM Free? An Unbiased Guide (with User Reviews)<\/a><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Customization_and_pipeline_management_%E2%80%93_HubSpot_vs_Insightly\"><\/span><span style=\"color: #993300;\"><b>Customization and pipeline management \u2013 HubSpot vs Insightly<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p>Both <strong data-start=\"377\" data-end=\"402\">HubSpot and Insightly<\/strong> offer solid, table-stakes customization and pipeline management capabilities.<\/p>\r\n<p>However, their philosophies differ: HubSpot favors structured, marketing-aligned workflows, while Insightly prioritizes flexibility and post-sale execution.<\/p>\r\n<h4><span style=\"color: #666699;\"><b>HubSpot: Structured Customization with Enterprise-Level Limits<\/b><\/span><\/h4>\r\n<p data-start=\"711\" data-end=\"878\">HubSpot allows teams to customize key CRM objects and build reports tailored to sales and revenue tracking.<\/p>\r\n<p data-start=\"711\" data-end=\"878\">Users can create custom fields across core records such as:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"880\" data-end=\"940\">\r\n<li data-start=\"880\" data-end=\"889\">\r\n<p data-start=\"882\" data-end=\"889\">Deals<\/p>\r\n<\/li>\r\n<li data-start=\"890\" data-end=\"902\">\r\n<p data-start=\"892\" data-end=\"902\">Contacts<\/p>\r\n<\/li>\r\n<li data-start=\"903\" data-end=\"916\">\r\n<p data-start=\"905\" data-end=\"916\">Companies<\/p>\r\n<\/li>\r\n<li data-start=\"917\" data-end=\"929\">\r\n<p data-start=\"919\" data-end=\"929\">Products<\/p>\r\n<\/li>\r\n<li data-start=\"930\" data-end=\"940\">\r\n<p data-start=\"932\" data-end=\"940\">Quotes<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"942\" data-end=\"1129\">HubSpot also provides a large library of <strong data-start=\"983\" data-end=\"1013\">pre-built report templates<\/strong> and forecasting tools, making it easier for managers to track performance without building everything from scratch.<\/p>\r\n<p data-start=\"1131\" data-end=\"1400\">That said, <strong data-start=\"1142\" data-end=\"1160\">custom objects<\/strong>\u2014which allow businesses to model unique data structures beyond standard CRM records\u2014are only available on <strong data-start=\"1266\" data-end=\"1291\">Enterprise-tier plans<\/strong>.<\/p>\r\n<p data-start=\"1131\" data-end=\"1400\">In 2026, this remains a significant gating factor for organizations with complex or non-standard workflows.<\/p>\r\n<p data-start=\"1402\" data-end=\"1788\">Pipeline management in HubSpot is functional and visually clean, but it\u2019s opinionated.<\/p>\r\n<p data-start=\"1402\" data-end=\"1788\">Deal stages, lifecycle transitions, and reporting are closely tied to marketing and attribution logic.<\/p>\r\n<p data-start=\"1402\" data-end=\"1788\">While this works well for revenue reporting and forecasting, some sales teams find it less intuitive for day-to-day deal progression\u2014especially when moving a lead from \u201cdeal\u201d to \u201ccustomer\u201d status.<\/p>\r\n<figure id=\"attachment_31438\" aria-describedby=\"caption-attachment-31438\" style=\"width: 1366px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Hubspot-deals-pipeline.png\"><img decoding=\"async\" class=\"wp-image-31438 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Hubspot-deals-pipeline.png\" alt=\"HubSpot vs Insightly: Hubspot deals pipeline\" width=\"1366\" height=\"679\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Hubspot-deals-pipeline.png 1366w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Hubspot-deals-pipeline-300x149.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Hubspot-deals-pipeline-1024x509.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Hubspot-deals-pipeline-768x382.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Hubspot-deals-pipeline-595xh.png 595w\" sizes=\"(max-width: 1366px) 100vw, 1366px\" \/><\/a><figcaption id=\"caption-attachment-31438\" class=\"wp-caption-text\"><em>Hubspot deals pipeline<\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">Here\u2019s how Damien Frye, an enterprise sales representative at WordRake, <\/span><a href=\"https:\/\/www.g2.com\/products\/hubspot-sales-hub\/reviews\/hubspot-sales-hub-review-6555198\"><span style=\"font-weight: 400;\">sums it up<\/span><\/a><span style=\"font-weight: 400;\">:&nbsp;<\/span><\/p>\r\n<blockquote>\r\n<p style=\"text-align: left;\"><strong><span style=\"color: #008000;\"><i>\u201cThe way deals and pipelines are used don&#8217;t help the salesperson, they help the manager. It is designed for the marketing side. I feel like we need a revenue management solution where both are considered and it is easy to progress a lead to a customer.\u201d<\/i><\/span><\/strong><\/p>\r\n<\/blockquote>\r\n<p data-start=\"2122\" data-end=\"2292\">In short, HubSpot\u2019s customization is powerful\u2014but more restrictive unless you\u2019re on higher tiers, and its pipeline UX favors reporting consistency over sales flexibility.<\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/hubspot-alternative\">Read also: The Best HubSpot Alternative<\/a><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Insightly: Flexible Data Modeling and Sales-First Pipelines<\/b><\/span><\/h4>\r\n<p data-start=\"2363\" data-end=\"2541\">Insightly offers a more flexible approach to customization, especially for sales teams that want to adapt the CRM to their processes rather than adapt their processes to the CRM.<\/p>\r\n<p data-start=\"2543\" data-end=\"2644\">Insightly supports <strong data-start=\"2562\" data-end=\"2601\">custom fields, tags, and categories<\/strong> across a wide range of records, including:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"2646\" data-end=\"2797\">\r\n<li data-start=\"2646\" data-end=\"2668\">\r\n<p data-start=\"2648\" data-end=\"2668\">Leads and contacts<\/p>\r\n<\/li>\r\n<li data-start=\"2669\" data-end=\"2686\">\r\n<p data-start=\"2671\" data-end=\"2686\">Opportunities<\/p>\r\n<\/li>\r\n<li data-start=\"2687\" data-end=\"2709\">\r\n<p data-start=\"2689\" data-end=\"2709\">Projects and tasks<\/p>\r\n<\/li>\r\n<li data-start=\"2710\" data-end=\"2735\">\r\n<p data-start=\"2712\" data-end=\"2735\">Events and activities<\/p>\r\n<\/li>\r\n<li data-start=\"2736\" data-end=\"2797\">\r\n<p data-start=\"2738\" data-end=\"2797\">Custom objects (availability increases with higher plans)<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"2799\" data-end=\"3031\">Custom fields allow teams to store unique data points, while <strong data-start=\"2860\" data-end=\"2868\">tags<\/strong> make it easy to apply multi-dimensional labels\u2014for example, identifying a contact as both a customer and a vendor, or marking opportunities as hot, warm, or cold.<\/p>\r\n<p data-start=\"3033\" data-end=\"3246\"><strong data-start=\"3033\" data-end=\"3047\">Categories<\/strong> act as customizable dropdown menus that bring structure to records like opportunities, tasks, and projects\u2014useful for organizing products, services, or deal types without over-engineering the setup.<\/p>\r\n<p data-start=\"3248\" data-end=\"3632\">Insightly\u2019s pipeline management is intentionally simple and sales-driven.<\/p>\r\n<p data-start=\"3248\" data-end=\"3632\">One of its standout features is the ability to <strong data-start=\"3369\" data-end=\"3422\">convert a won opportunity directly into a project<\/strong>, allowing teams to move seamlessly from sales into onboarding or delivery without switching tools.<\/p>\r\n<p data-start=\"3248\" data-end=\"3632\">This makes Insightly particularly appealing for service-based businesses and teams that manage post-sale work.<\/p>\r\n<figure id=\"attachment_32903\" aria-describedby=\"caption-attachment-32903\" style=\"width: 1349px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Opportunities-in-Insightly.png\"><img decoding=\"async\" class=\"wp-image-32903 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Opportunities-in-Insightly.png\" alt=\"HubSpot vs Insightly: Opportunities in Insightly\" width=\"1349\" height=\"706\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Opportunities-in-Insightly.png 1349w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Opportunities-in-Insightly-300x157.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Opportunities-in-Insightly-1024x536.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Opportunities-in-Insightly-768x402.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Opportunities-in-Insightly-595xh.png 595w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" \/><\/a><figcaption id=\"caption-attachment-32903\" class=\"wp-caption-text\"><em>Opportunities in Insightly<\/em><\/figcaption><\/figure>\r\n<p><span style=\"text-decoration: underline;\"><b>Customization and pipeline management verdict<\/b><\/span><\/p>\r\n<p data-start=\"3689\" data-end=\"3927\"><strong data-start=\"3689\" data-end=\"3767\">Insightly edges ahead in customization flexibility and pipeline usability.<\/strong><br data-start=\"3767\" data-end=\"3770\">Its support for tags, categories, custom objects, and post-sale project conversion gives sales teams more control over how the CRM adapts to their workflows.<\/p>\r\n<p data-start=\"3929\" data-end=\"4115\"><strong data-start=\"3929\" data-end=\"3987\">HubSpot excels in structured reporting and forecasting<\/strong>, but its customization limits on lower tiers and manager-centric pipeline design may feel restrictive for hands-on sales teams.<\/p>\r\n<p data-start=\"4117\" data-end=\"4274\">Looking for a more flexible alternative to Insightly? Our guide to the <strong data-start=\"4188\" data-end=\"4218\">top Insightly alternatives<\/strong> can help you find the right fit for your sales process.<\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-zoho\/\">Read also: CRM Showdown &#8212; HubSpot vs&nbsp; Zoho Review and Comparison<\/a><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Marketing_and_campaign_management_%E2%80%93_HubSpot_vs_Insightly\"><\/span><span style=\"color: #993300;\"><b>Marketing and campaign management \u2013 HubSpot vs Insightly<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p data-start=\"326\" data-end=\"435\">When it comes to <strong data-start=\"343\" data-end=\"380\">marketing and campaign management<\/strong>, the gap between HubSpot and Insightly is significant.<\/p>\r\n<p data-start=\"437\" data-end=\"773\"><strong data-start=\"437\" data-end=\"448\">HubSpot<\/strong> is built as a full-funnel marketing platform, offering content, automation, analytics, and AI-assisted tools designed to attract, nurture, and convert leads at scale.<\/p>\r\n<p data-start=\"437\" data-end=\"773\"><strong data-start=\"618\" data-end=\"631\">Insightly<\/strong>, even in 2026, remains primarily a sales-focused CRM with <strong data-start=\"690\" data-end=\"728\">basic email marketing capabilities<\/strong> rather than a comprehensive marketing suite.<\/p>\r\n<h4><span style=\"color: #666699;\"><b>HubSpot: Full-Funnel Marketing with Campaign Intelligence<\/b><\/span><\/h4>\r\n<p data-start=\"842\" data-end=\"1095\">HubSpot\u2019s <strong data-start=\"852\" data-end=\"869\">Marketing Hub<\/strong> provides one of the most complete marketing toolsets available in a CRM-centric platform.<\/p>\r\n<p data-start=\"842\" data-end=\"1095\">It supports both inbound and outbound marketing strategies and scales from simple email campaigns to complex, multi-channel automation.<\/p>\r\n<p data-start=\"1097\" data-end=\"1131\">With HubSpot, marketing teams can:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"1133\" data-end=\"1438\">\r\n<li data-start=\"1133\" data-end=\"1168\">\r\n<p data-start=\"1135\" data-end=\"1168\">Create and publish blog content<\/p>\r\n<\/li>\r\n<li data-start=\"1169\" data-end=\"1202\">\r\n<p data-start=\"1171\" data-end=\"1202\">Build landing pages and forms<\/p>\r\n<\/li>\r\n<li data-start=\"1203\" data-end=\"1240\">\r\n<p data-start=\"1205\" data-end=\"1240\">Run email marketing and A\/B tests<\/p>\r\n<\/li>\r\n<li data-start=\"1241\" data-end=\"1287\">\r\n<p data-start=\"1243\" data-end=\"1287\">Track paid ad performance across platforms<\/p>\r\n<\/li>\r\n<li data-start=\"1288\" data-end=\"1330\">\r\n<p data-start=\"1290\" data-end=\"1330\">Manage and schedule social media posts<\/p>\r\n<\/li>\r\n<li data-start=\"1331\" data-end=\"1380\">\r\n<p data-start=\"1333\" data-end=\"1380\">Build advanced marketing automation workflows<\/p>\r\n<\/li>\r\n<li data-start=\"1381\" data-end=\"1438\">\r\n<p data-start=\"1383\" data-end=\"1438\">Use AI to generate, optimize, and personalize content<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"1440\" data-end=\"1779\">One of HubSpot\u2019s most powerful features is its <strong data-start=\"1487\" data-end=\"1505\">Campaigns tool<\/strong>.<\/p>\r\n<p data-start=\"1440\" data-end=\"1779\">Campaigns allow marketers to group related assets\u2014emails, ads, landing pages, workflows, social posts, and blogs\u2014under a single campaign goal and budget.<\/p>\r\n<p data-start=\"1440\" data-end=\"1779\">Performance is tracked both at the campaign level and at the individual asset level, giving teams a clear view of ROI.<\/p>\r\n<p data-start=\"1781\" data-end=\"1830\">For example, a Black Friday campaign can include:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"1831\" data-end=\"1926\">\r\n<li data-start=\"1831\" data-end=\"1857\">\r\n<p data-start=\"1833\" data-end=\"1857\">Promotional blog posts<\/p>\r\n<\/li>\r\n<li data-start=\"1858\" data-end=\"1870\">\r\n<p data-start=\"1860\" data-end=\"1870\">Paid ads<\/p>\r\n<\/li>\r\n<li data-start=\"1871\" data-end=\"1898\">\r\n<p data-start=\"1873\" data-end=\"1898\">Dedicated landing pages<\/p>\r\n<\/li>\r\n<li data-start=\"1899\" data-end=\"1926\">\r\n<p data-start=\"1901\" data-end=\"1926\">Email nurture sequences<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"1928\" data-end=\"1996\">All tied to one campaign dashboard with unified performance metrics.<\/p>\r\n<figure id=\"attachment_31439\" aria-describedby=\"caption-attachment-31439\" style=\"width: 1366px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Campaign-management-in-HubSpot.png\"><img decoding=\"async\" class=\"wp-image-31439 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Campaign-management-in-HubSpot.png\" alt=\"HubSpot vs Insightly: Campaign management in HubSpot\" width=\"1366\" height=\"736\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Campaign-management-in-HubSpot.png 1366w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Campaign-management-in-HubSpot-300x162.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Campaign-management-in-HubSpot-1024x552.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Campaign-management-in-HubSpot-768x414.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Campaign-management-in-HubSpot-595xh.png 595w\" sizes=\"(max-width: 1366px) 100vw, 1366px\" \/><\/a><figcaption id=\"caption-attachment-31439\" class=\"wp-caption-text\"><em>Campaign management in HubSpot<\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">Here\u2019s how one of HubSpot\u2019s customers <\/span><a href=\"https:\/\/www.g2.com\/products\/hubspot-sales-hub\/reviews\/hubspot-sales-hub-review-6557807\"><span style=\"font-weight: 400;\">summed it up<\/span><\/a><span style=\"font-weight: 400;\">:<\/span><\/p>\r\n<blockquote>\r\n<p style=\"text-align: left;\"><strong><span style=\"color: #008000;\"><i>\u201cThe system is incredibly powerful with some great analytics, particularly with the marketing and website features. We can bring all of our social, paid ads, and forms into one platform and that has allowed our marketing team to become incredibly efficient and agile.\u201d<\/i><\/span><\/strong><\/p>\r\n<\/blockquote>\r\n<p>In 2026, HubSpot further enhances marketing execution with <strong data-start=\"2363\" data-end=\"2448\">AI-assisted content creation, campaign insights, and optimization recommendations<\/strong>, helping teams move faster without sacrificing quality.<\/p>\r\n<p><em>\ud83d\udc49HubSpot competitors on your radar? Get all details of the top nine in our <a href=\"https:\/\/www.engagebay.com\/blog\/hubspot-competitors\/\">blog post<\/a>.\ud83d\udc4c<\/em><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Insightly: Basic Email Marketing for Sales-Led Teams<\/b><\/span><\/h4>\r\n<p data-start=\"2691\" data-end=\"2931\">Insightly\u2019s marketing capabilities are limited compared to HubSpot\u2019s.<\/p>\r\n<p data-start=\"2691\" data-end=\"2931\">While Insightly offers a separate Marketing product, most CRM users rely on its <strong data-start=\"2841\" data-end=\"2863\">native email tools<\/strong>, which focus on simple outreach rather than campaign orchestration.<\/p>\r\n<p data-start=\"2933\" data-end=\"2961\">Within Insightly, teams can:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"2962\" data-end=\"3140\">\r\n<li data-start=\"2962\" data-end=\"3018\">\r\n<p data-start=\"2964\" data-end=\"3018\">Send one-to-one emails directly from contact records<\/p>\r\n<\/li>\r\n<li data-start=\"3019\" data-end=\"3048\">\r\n<p data-start=\"3021\" data-end=\"3048\">Schedule and track emails<\/p>\r\n<\/li>\r\n<li data-start=\"3049\" data-end=\"3107\">\r\n<p data-start=\"3051\" data-end=\"3107\">Create and send basic email broadcasts using templates<\/p>\r\n<\/li>\r\n<li data-start=\"3108\" data-end=\"3140\">\r\n<p data-start=\"3110\" data-end=\"3140\">Monitor opens and engagement<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"3142\" data-end=\"3395\">Creating an email broadcast involves selecting contacts or leads, choosing a template, and sending or scheduling the message.<\/p>\r\n<p data-start=\"3142\" data-end=\"3395\">Sending individual emails is quick and convenient\u2014often just one click from a contact record\u2014but the functionality stops there.<\/p>\r\n<p data-start=\"3397\" data-end=\"3433\">Insightly does <strong data-start=\"3412\" data-end=\"3419\">not<\/strong> offer native:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"3434\" data-end=\"3571\">\r\n<li data-start=\"3434\" data-end=\"3460\">\r\n<p data-start=\"3436\" data-end=\"3460\">Landing pages or forms<\/p>\r\n<\/li>\r\n<li data-start=\"3461\" data-end=\"3491\">\r\n<p data-start=\"3463\" data-end=\"3491\">Blog or content management<\/p>\r\n<\/li>\r\n<li data-start=\"3492\" data-end=\"3527\">\r\n<p data-start=\"3494\" data-end=\"3527\">Multi-step marketing automation<\/p>\r\n<\/li>\r\n<li data-start=\"3528\" data-end=\"3571\">\r\n<p data-start=\"3530\" data-end=\"3571\">Campaign-level budgeting or attribution<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"3573\" data-end=\"3716\">As a result, Insightly\u2019s marketing tools are best suited for <strong data-start=\"3634\" data-end=\"3679\">sales follow-ups and simple announcements<\/strong>, not full-scale marketing campaigns.<span style=\"font-size: 16px; font-weight: 400;\"> &nbsp;<\/span><\/p>\r\n<figure id=\"attachment_32905\" aria-describedby=\"caption-attachment-32905\" style=\"width: 1349px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Sending-emails-in-Insightly.png\"><img decoding=\"async\" class=\"wp-image-32905 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Sending-emails-in-Insightly.png\" alt=\"HubSpot vs Insightly: Sending emails in Insightly\" width=\"1349\" height=\"648\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Sending-emails-in-Insightly.png 1349w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Sending-emails-in-Insightly-300x144.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Sending-emails-in-Insightly-1024x492.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Sending-emails-in-Insightly-768x369.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Sending-emails-in-Insightly-595xh.png 595w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" \/><\/a><figcaption id=\"caption-attachment-32905\" class=\"wp-caption-text\"><em>Sending emails in Insightly<\/em><\/figcaption><\/figure>\r\n<p><span style=\"text-decoration: underline;\"><b>Marketing and campaign management verdict<\/b><\/span><\/p>\r\n<p data-start=\"3769\" data-end=\"3986\"><strong data-start=\"3769\" data-end=\"3848\">HubSpot clearly outperforms Insightly in marketing and campaign management.<\/strong><\/p>\r\n<p data-start=\"3769\" data-end=\"3986\">It enables teams to attract leads, run multi-channel campaigns, track ROI, and automate nurturing workflows\u2014all from a single platform.<\/p>\r\n<p data-start=\"3988\" data-end=\"4166\"><strong data-start=\"3988\" data-end=\"4054\">Insightly is suitable only if your marketing needs are minimal<\/strong>, and your primary goal is sending and tracking sales emails rather than running structured marketing campaigns.<\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/engagebay-vs-hubspot\/\">Read also: EngageBay vs HubSpot &#8212; Market Leader or Emerging Powerhouse?<\/a><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Integrations_%E2%80%93_HubSpot_vs_Insightly\"><\/span><span style=\"color: #993300;\"><b>Integrations \u2013 HubSpot vs Insightly<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p data-start=\"279\" data-end=\"537\">Integrations play a critical role in CRM adoption.<\/p>\r\n<p data-start=\"279\" data-end=\"537\">Connecting your CRM with marketing tools, sales software, finance systems, and collaboration apps ensures your teams work from a single, accurate source of data instead of jumping between disconnected tools.<\/p>\r\n<p data-start=\"539\" data-end=\"591\">Here\u2019s how <strong data-start=\"550\" data-end=\"574\">HubSpot vs Insightly<\/strong> compare in 2026.<\/p>\r\n<h4><span style=\"color: #666699;\"><b>HubSpot: Large Native Marketplace with Enterprise-Grade Depth<\/b><\/span><\/h4>\r\n<p data-start=\"664\" data-end=\"855\">HubSpot offers one of the largest CRM ecosystems on the market.<\/p>\r\n<p data-start=\"664\" data-end=\"855\">As of 2026, the <strong data-start=\"744\" data-end=\"809\">HubSpot App Marketplace includes 2,000+ apps and integrations<\/strong> across a wide range of categories, including:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"857\" data-end=\"1078\">\r\n<li data-start=\"857\" data-end=\"886\">\r\n<p data-start=\"859\" data-end=\"886\">Marketing and advertising<\/p>\r\n<\/li>\r\n<li data-start=\"887\" data-end=\"907\">\r\n<p data-start=\"889\" data-end=\"907\">Sales enablement<\/p>\r\n<\/li>\r\n<li data-start=\"908\" data-end=\"940\">\r\n<p data-start=\"910\" data-end=\"940\">Customer support and success<\/p>\r\n<\/li>\r\n<li data-start=\"941\" data-end=\"968\">\r\n<p data-start=\"943\" data-end=\"968\">Scheduling and meetings<\/p>\r\n<\/li>\r\n<li data-start=\"969\" data-end=\"1003\">\r\n<p data-start=\"971\" data-end=\"1003\">Finance, billing, and payments<\/p>\r\n<\/li>\r\n<li data-start=\"1004\" data-end=\"1044\">\r\n<p data-start=\"1006\" data-end=\"1044\">Project management and collaboration<\/p>\r\n<\/li>\r\n<li data-start=\"1045\" data-end=\"1078\">\r\n<p data-start=\"1047\" data-end=\"1078\">Data enrichment and analytics<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"1080\" data-end=\"1367\">Most HubSpot integrations are <strong data-start=\"1110\" data-end=\"1137\">native or partner-built<\/strong>, meaning they install quickly and sync data bi-directionally with minimal setup.<\/p>\r\n<p data-start=\"1080\" data-end=\"1367\">HubSpot also supports custom integrations via APIs and Operations Hub, allowing businesses to build advanced workflows and data syncs between tools.<\/p>\r\n<p data-start=\"1369\" data-end=\"1549\">HubSpot even supports integrations with other CRMs\u2014including Salesforce, Pipedrive, Copper, and Insightly\u2014making it easier for teams to migrate or maintain hybrid CRM environments.<\/p>\r\n<p data-start=\"1369\" data-end=\"1549\"><img decoding=\"async\" class=\"size-full wp-image-78862 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2025\/07\/integrations-hubspot-insightly.png\" alt=\"HubSpot Marketplace 2,000+ apps vs Insightly AppConnect 500+ connectors (small bar chart)\" width=\"512\" height=\"270\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2025\/07\/integrations-hubspot-insightly.png 512w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2025\/07\/integrations-hubspot-insightly-300x158.png 300w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Insightly: AppConnect for Flexible, Recipe-Based Integrations<\/b><\/span><\/h4>\r\n<p data-start=\"1622\" data-end=\"1801\">Insightly approaches integrations differently.<\/p>\r\n<p data-start=\"1622\" data-end=\"1801\">Instead of relying on a massive native marketplace, Insightly uses <strong data-start=\"1736\" data-end=\"1750\">AppConnect<\/strong>, its built-in integration and automation platform.<\/p>\r\n<p data-start=\"1803\" data-end=\"1920\">In 2026, Insightly AppConnect provides access to <strong data-start=\"1852\" data-end=\"1893\">500+ pre-built connectors and recipes<\/strong> across categories such as:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"1922\" data-end=\"2067\">\r\n<li data-start=\"1922\" data-end=\"1956\">\r\n<p data-start=\"1924\" data-end=\"1956\">Productivity and collaboration<\/p>\r\n<\/li>\r\n<li data-start=\"1957\" data-end=\"1986\">\r\n<p data-start=\"1959\" data-end=\"1986\">Sales and marketing tools<\/p>\r\n<\/li>\r\n<li data-start=\"1987\" data-end=\"2009\">\r\n<p data-start=\"1989\" data-end=\"2009\">Project management<\/p>\r\n<\/li>\r\n<li data-start=\"2010\" data-end=\"2036\">\r\n<p data-start=\"2012\" data-end=\"2036\">Finance and accounting<\/p>\r\n<\/li>\r\n<li data-start=\"2037\" data-end=\"2067\">\r\n<p data-start=\"2039\" data-end=\"2067\">HR and internal operations<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"2069\" data-end=\"2329\">AppConnect works similarly to Zapier or Make, allowing users to create event-based automations between Insightly and other apps without writing code.<\/p>\r\n<p data-start=\"2069\" data-end=\"2329\">This makes it easier for teams to build custom workflows\u2014even when a direct, native integration doesn\u2019t exist.<\/p>\r\n<p data-start=\"2331\" data-end=\"2495\">However, Insightly\u2019s ecosystem is <strong data-start=\"2365\" data-end=\"2391\">smaller than HubSpot\u2019s<\/strong>, and many integrations rely on AppConnect workflows rather than deep, native feature-level connections.<\/p>\r\n<p><span style=\"text-decoration: underline;\"><b>Integration verdict<\/b><\/span><\/p>\r\n<p data-start=\"2526\" data-end=\"2677\"><strong data-start=\"2526\" data-end=\"2590\">HubSpot wins on ecosystem scale and native integration depth<\/strong>, making it a better choice for businesses with complex or rapidly growing tech stacks.<\/p>\r\n<p data-start=\"2679\" data-end=\"2843\"><strong data-start=\"2679\" data-end=\"2736\">Insightly offers solid flexibility through AppConnect<\/strong>, which works well for teams that need custom workflows but don\u2019t require thousands of native integrations.<\/p>\r\n<p data-start=\"2845\" data-end=\"2971\"><strong data-start=\"2845\" data-end=\"2857\">Verdict:<\/strong> HubSpot edges ahead\u2014not a tie\u2014especially for teams with multi-tool marketing, sales, and operations environments.<\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Sales_automation_%E2%80%93_HubSpot_vs_Insightly\"><\/span><span style=\"color: #993300;\"><b>Sales automation \u2013 HubSpot vs Insightly<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p data-start=\"312\" data-end=\"525\">Sales automation plays a critical role in helping teams scale efficiently.<\/p>\r\n<p data-start=\"312\" data-end=\"525\">By automating follow-ups, task creation, lead handoffs, and data updates, CRMs reduce manual work and ensure no opportunity is overlooked.<\/p>\r\n<p data-start=\"527\" data-end=\"580\">Here\u2019s how <strong data-start=\"538\" data-end=\"563\">HubSpot and Insightly<\/strong> compare in 2026.<\/p>\r\n<h4><span style=\"color: #666699;\"><b>HubSpot: Advanced, AI-Assisted Sales Automation<\/b><\/span><\/h4>\r\n<p data-start=\"639\" data-end=\"797\">HubSpot\u2019s sales automation is built around two core features: <strong data-start=\"701\" data-end=\"714\">Sequences<\/strong> and <strong data-start=\"719\" data-end=\"732\">Workflows<\/strong>, both deeply integrated with the CRM and enhanced by AI in 2026.<\/p>\r\n<p data-start=\"799\" data-end=\"812\"><strong>Sequences<\/strong><\/p>\r\n<p data-start=\"813\" data-end=\"926\">Sequences are designed to keep leads and deals moving forward without constant manual follow-ups. Sales reps can:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"928\" data-end=\"1171\">\r\n<li data-start=\"928\" data-end=\"987\">\r\n<p data-start=\"930\" data-end=\"987\">Create multi-step sequences with timed emails and tasks<\/p>\r\n<\/li>\r\n<li data-start=\"988\" data-end=\"1045\">\r\n<p data-start=\"990\" data-end=\"1045\">Automatically enroll contacts into follow-up cadences<\/p>\r\n<\/li>\r\n<li data-start=\"1046\" data-end=\"1112\">\r\n<p data-start=\"1048\" data-end=\"1112\">Personalize emails using CRM data (contacts, companies, deals)<\/p>\r\n<\/li>\r\n<li data-start=\"1113\" data-end=\"1171\">\r\n<p data-start=\"1115\" data-end=\"1171\">Pause or adjust sequences based on prospect engagement<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"1173\" data-end=\"1265\">Sequences ensure consistent outreach while giving reps flexibility to intervene when needed.<\/p>\r\n<p data-start=\"1267\" data-end=\"1280\"><strong>Workflows<\/strong><\/p>\r\n<p data-start=\"1281\" data-end=\"1395\">Workflows handle more complex, system-level automation across the sales process. Teams can automate tasks such as:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"1397\" data-end=\"1606\">\r\n<li data-start=\"1397\" data-end=\"1428\">\r\n<p data-start=\"1399\" data-end=\"1428\">Assigning and routing leads<\/p>\r\n<\/li>\r\n<li data-start=\"1429\" data-end=\"1476\">\r\n<p data-start=\"1431\" data-end=\"1476\">Updating lifecycle stages and deal statuses<\/p>\r\n<\/li>\r\n<li data-start=\"1477\" data-end=\"1510\">\r\n<p data-start=\"1479\" data-end=\"1510\">Creating tasks and follow-ups<\/p>\r\n<\/li>\r\n<li data-start=\"1511\" data-end=\"1556\">\r\n<p data-start=\"1513\" data-end=\"1556\">Handing off leads from marketing to sales<\/p>\r\n<\/li>\r\n<li data-start=\"1557\" data-end=\"1606\">\r\n<p data-start=\"1559\" data-end=\"1606\">Triggering internal notifications and updates<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"1608\" data-end=\"1677\">In 2026, HubSpot workflows support multiple trigger types, including:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"1678\" data-end=\"1817\">\r\n<li data-start=\"1678\" data-end=\"1695\">\r\n<p data-start=\"1680\" data-end=\"1695\">Contact-based<\/p>\r\n<\/li>\r\n<li data-start=\"1696\" data-end=\"1713\">\r\n<p data-start=\"1698\" data-end=\"1713\">Company-based<\/p>\r\n<\/li>\r\n<li data-start=\"1714\" data-end=\"1728\">\r\n<p data-start=\"1716\" data-end=\"1728\">Deal-based<\/p>\r\n<\/li>\r\n<li data-start=\"1729\" data-end=\"1745\">\r\n<p data-start=\"1731\" data-end=\"1745\">Ticket-based<\/p>\r\n<\/li>\r\n<li data-start=\"1746\" data-end=\"1761\">\r\n<p data-start=\"1748\" data-end=\"1761\">Quote-based<\/p>\r\n<\/li>\r\n<li data-start=\"1762\" data-end=\"1784\">\r\n<p data-start=\"1764\" data-end=\"1784\">Conversation-based<\/p>\r\n<\/li>\r\n<li data-start=\"1785\" data-end=\"1817\">\r\n<p data-start=\"1787\" data-end=\"1817\">Feedback-submission triggers<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<figure id=\"attachment_31441\" aria-describedby=\"caption-attachment-31441\" style=\"width: 1366px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Workflow-automation-in-HubSpot.png\"><img decoding=\"async\" class=\"wp-image-31441 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Workflow-automation-in-HubSpot.png\" alt=\"HubSpot vs Insightly: Workflow automation in HubSpot\" width=\"1366\" height=\"736\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Workflow-automation-in-HubSpot.png 1366w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Workflow-automation-in-HubSpot-300x162.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Workflow-automation-in-HubSpot-1024x552.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Workflow-automation-in-HubSpot-768x414.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Workflow-automation-in-HubSpot-595xh.png 595w\" sizes=\"(max-width: 1366px) 100vw, 1366px\" \/><\/a><figcaption id=\"caption-attachment-31441\" class=\"wp-caption-text\"><em>Workflow automation in HubSpot<\/em><\/figcaption><\/figure>\r\n<p>HubSpot also provides a large library of <strong data-start=\"1860\" data-end=\"1892\">pre-built workflow templates<\/strong> for common use cases like lead conversion, meeting follow-ups, and pipeline updates.<\/p>\r\n<p>Combined with its visual workflow builder and AI recommendations, HubSpot makes automation accessible even for non-technical users.<\/p>\r\n<h4><span style=\"color: #666699;\"><b>Insightly: Practical Automation for Sales-Led Teams<\/b><\/span><\/h4>\r\n<p data-start=\"2172\" data-end=\"2330\">Insightly takes a more modular approach to sales automation, focusing on structured pipelines and task automation rather than complex, multi-branch workflows.<\/p>\r\n<p data-start=\"2332\" data-end=\"2385\">Insightly offers three primary automation mechanisms:<\/p>\r\n<p data-start=\"2387\" data-end=\"2419\"><strong>Pipelines with Activity Sets<\/strong><\/p>\r\n<p data-start=\"2420\" data-end=\"2668\">Activity sets automatically create predefined tasks or events when a lead or opportunity reaches a specific pipeline stage. This ensures reps follow consistent steps\u2014such as scheduling calls or sending follow-ups\u2014at each stage of the sales process.<\/p>\r\n<p data-start=\"2670\" data-end=\"2683\"><strong>Workflows<\/strong><\/p>\r\n<p data-start=\"2684\" data-end=\"2797\">Insightly workflows allow teams to automate rule-based actions when conditions are met. Common use cases include:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"2798\" data-end=\"2951\">\r\n<li data-start=\"2798\" data-end=\"2857\">\r\n<p data-start=\"2800\" data-end=\"2857\">Sending automated emails to new leads after a set delay<\/p>\r\n<\/li>\r\n<li data-start=\"2858\" data-end=\"2897\">\r\n<p data-start=\"2860\" data-end=\"2897\">Updating records when fields change<\/p>\r\n<\/li>\r\n<li data-start=\"2898\" data-end=\"2951\">\r\n<p data-start=\"2900\" data-end=\"2951\">Assigning leads or opportunities to specific reps<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"2953\" data-end=\"3099\">While powerful, Insightly\u2019s workflow builder is more linear and less visual than HubSpot\u2019s, which can increase setup time for complex automations.<\/p>\r\n<p><span style=\"font-weight: 400;\"> You can, for example, automatically send emails to new leads after 3 days.&nbsp;<\/span><\/p>\r\n<figure id=\"attachment_32907\" aria-describedby=\"caption-attachment-32907\" style=\"width: 1348px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-32907 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Workflow-automation-in-Insightly.png\" alt=\"HubSpot vs Insightly: Workflow automation in Insightly\" width=\"1348\" height=\"697\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Workflow-automation-in-Insightly.png 1348w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Workflow-automation-in-Insightly-300x155.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Workflow-automation-in-Insightly-1024x529.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Workflow-automation-in-Insightly-768x397.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Workflow-automation-in-Insightly-595xh.png 595w\" sizes=\"(max-width: 1348px) 100vw, 1348px\" \/><figcaption id=\"caption-attachment-32907\" class=\"wp-caption-text\"><em>Workflow automation in Insightly<\/em><\/figcaption><\/figure>\r\n<p data-start=\"3101\" data-end=\"3127\"><strong>AppConnect Automations<\/strong><\/p>\r\n<p data-start=\"3128\" data-end=\"3428\">AppConnect extends automation beyond the CRM by connecting Insightly with other apps using <strong data-start=\"3219\" data-end=\"3230\">Recipes<\/strong>\u2014predefined or custom automation steps that sync data or trigger actions across tools.<\/p>\r\n<p data-start=\"3128\" data-end=\"3428\">This is particularly useful for teams integrating finance, project management, or external marketing platforms.<\/p>\r\n<p><span style=\"text-decoration: underline;\"><b>Sales automation verdict<\/b><\/span><\/p>\r\n<p data-start=\"3464\" data-end=\"3705\"><strong data-start=\"3464\" data-end=\"3522\">HubSpot leads in sales automation depth and usability.<\/strong><br data-start=\"3522\" data-end=\"3525\">Its combination of sequences, visual workflows, AI assistance, and pre-built automation templates makes it easier to build, manage, and scale automation across the sales lifecycle.<\/p>\r\n<p data-start=\"3707\" data-end=\"3931\"><strong data-start=\"3707\" data-end=\"3768\">Insightly offers solid automation for sales-focused teams<\/strong>, especially those that rely on structured pipelines and task-driven processes\u2014but it lacks the flexibility and AI-driven automation breadth that HubSpot provides.<\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-pipedrive\/\">Read also: An In-Depth Look at HubSpot vs Pipedrive<\/a><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Reporting_%E2%80%93_HubSpot_vs_Insightly\"><\/span><span style=\"color: #993300;\"><b>Reporting \u2013 HubSpot vs Insightly<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/crm\/crm-reports\"><span style=\"font-weight: 400;\">CRM reporting <\/span><\/a>is essential for understanding pipeline health, forecasting revenue, and measuring individual and team performance. The best reporting tools make it easy to surface insights, share them with stakeholders, and act on them quickly.<\/p>\r\n<p data-start=\"533\" data-end=\"607\">When comparing <strong data-start=\"548\" data-end=\"572\">HubSpot vs Insightly<\/strong> in 2026, here\u2019s what matters most:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"608\" data-end=\"774\">\r\n<li data-start=\"608\" data-end=\"657\">\r\n<p data-start=\"610\" data-end=\"657\">How easy it is to build and customize reports<\/p>\r\n<\/li>\r\n<li data-start=\"658\" data-end=\"709\">\r\n<p data-start=\"660\" data-end=\"709\">The depth and variety of available report types<\/p>\r\n<\/li>\r\n<li data-start=\"710\" data-end=\"774\">\r\n<p data-start=\"712\" data-end=\"774\">How visual, shareable, and presentation-ready dashboards are<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>HubSpot: Deep, Visual, and Forecast-Driven Reporting<\/b><\/span><\/h4>\r\n<p data-start=\"838\" data-end=\"1077\">HubSpot\u2019s reporting capabilities draw data from across its CRM and hubs, giving teams a unified view of marketing, sales, and service performance.<\/p>\r\n<p data-start=\"838\" data-end=\"1077\">This makes it especially useful for pipeline analysis, forecasting, and revenue attribution.<\/p>\r\n<p data-start=\"1079\" data-end=\"1327\">HubSpot offers <strong data-start=\"1094\" data-end=\"1119\">90+ pre-built reports<\/strong> that can be added to dashboards with just a few clicks.<\/p>\r\n<p data-start=\"1079\" data-end=\"1327\">These reports cover a wide range of sales and marketing use cases, allowing teams to start analyzing performance without building reports from scratch.<\/p>\r\n<p data-start=\"1329\" data-end=\"1368\">Common pre-built sales reports include:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"1369\" data-end=\"1543\">\r\n<li data-start=\"1369\" data-end=\"1394\">\r\n<p data-start=\"1371\" data-end=\"1394\">Deals closed vs. goal<\/p>\r\n<\/li>\r\n<li data-start=\"1395\" data-end=\"1450\">\r\n<p data-start=\"1397\" data-end=\"1450\">Deal leaderboard by rep (lifetime and period-based)<\/p>\r\n<\/li>\r\n<li data-start=\"1451\" data-end=\"1514\">\r\n<p data-start=\"1453\" data-end=\"1514\">Activity leaderboard by rep with breakdown by activity type<\/p>\r\n<\/li>\r\n<li data-start=\"1515\" data-end=\"1543\">\r\n<p data-start=\"1517\" data-end=\"1543\">Open deals by close date<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"1545\" data-end=\"1606\">HubSpot also includes several ready-made dashboards, such as:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"1607\" data-end=\"1824\">\r\n<li data-start=\"1607\" data-end=\"1724\">\r\n<p data-start=\"1609\" data-end=\"1724\"><strong data-start=\"1609\" data-end=\"1647\">Sales Opportunity Review Dashboard<\/strong>, which provides a monthly snapshot of pipeline health and deal progression<\/p>\r\n<\/li>\r\n<li data-start=\"1725\" data-end=\"1824\">\r\n<p data-start=\"1727\" data-end=\"1824\"><strong data-start=\"1727\" data-end=\"1746\">Sales Dashboard<\/strong>, focused on deal performance, activity tracking, and individual rep metrics<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"1826\" data-end=\"1996\">Funnel reports help teams understand how contacts and deals move through lifecycle and pipeline stages, making it easier to identify bottlenecks and optimize conversions.<\/p>\r\n<p data-start=\"1998\" data-end=\"2279\">For advanced needs, HubSpot\u2019s <strong data-start=\"2028\" data-end=\"2053\">Custom Report Builder<\/strong> allows users to combine multiple data sources\u2014such as deals, contacts, companies, and activities\u2014into a single report.<\/p>\r\n<p data-start=\"1998\" data-end=\"2279\">Reports can be visualized through charts, tables, and graphs and shared easily with leadership or clients.<\/p>\r\n<p data-start=\"2281\" data-end=\"2427\">In 2026, HubSpot also enhances reporting with AI-assisted insights and forecasting, helping managers spot trends, risks, and opportunities faster.<\/p>\r\n<figure id=\"attachment_31443\" aria-describedby=\"caption-attachment-31443\" style=\"width: 1349px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-31443 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Custom-Report-Builder-in-HubSpot.png\" alt=\"HubSpot vs Insightly: Custom Report Builder in HubSpot\" width=\"1349\" height=\"684\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Custom-Report-Builder-in-HubSpot.png 1349w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Custom-Report-Builder-in-HubSpot-300x152.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Custom-Report-Builder-in-HubSpot-1024x519.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Custom-Report-Builder-in-HubSpot-768x389.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/11\/Custom-Report-Builder-in-HubSpot-595xh.png 595w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" \/><figcaption id=\"caption-attachment-31443\" class=\"wp-caption-text\"><em>Custom report builder in HubSpot<\/em><\/figcaption><\/figure>\r\n<h4><span style=\"color: #666699;\"><b>Insightly: Flexible Reporting with Solid Dashboarding<\/b><\/span><\/h4>\r\n<p data-start=\"2492\" data-end=\"2608\">Insightly offers a capable reporting system that covers a broad range of CRM data. Users can build reports based on:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"2609\" data-end=\"2716\">\r\n<li data-start=\"2609\" data-end=\"2639\">\r\n<p data-start=\"2611\" data-end=\"2639\">Contacts and organizations<\/p>\r\n<\/li>\r\n<li data-start=\"2640\" data-end=\"2667\">\r\n<p data-start=\"2642\" data-end=\"2667\">Leads and opportunities<\/p>\r\n<\/li>\r\n<li data-start=\"2668\" data-end=\"2692\">\r\n<p data-start=\"2670\" data-end=\"2692\">Tasks and activities<\/p>\r\n<\/li>\r\n<li data-start=\"2693\" data-end=\"2716\">\r\n<p data-start=\"2695\" data-end=\"2716\">Projects and events<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"2718\" data-end=\"2873\">Insightly allows teams to create <strong data-start=\"2751\" data-end=\"2769\">custom reports<\/strong> and schedule them to be emailed automatically to stakeholders\u2014useful for recurring performance updates.<\/p>\r\n<figure id=\"attachment_32910\" aria-describedby=\"caption-attachment-32910\" style=\"width: 1363px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-32910 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Reporting-in-Insightly.png\" alt=\"HubSpot vs Insightly: Reporting in Insightly\" width=\"1363\" height=\"701\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Reporting-in-Insightly.png 1363w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Reporting-in-Insightly-300x154.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Reporting-in-Insightly-1024x527.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Reporting-in-Insightly-768x395.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Reporting-in-Insightly-595xh.png 595w\" sizes=\"(max-width: 1363px) 100vw, 1363px\" \/><figcaption id=\"caption-attachment-32910\" class=\"wp-caption-text\"><em>Reporting in Insightly<\/em><\/figcaption><\/figure>\r\n<p data-start=\"2875\" data-end=\"3121\">Reports can be visualized using charts and graphs, and multiple reports can be grouped into <strong data-start=\"2967\" data-end=\"2981\">dashboards<\/strong> made up of modular cards.<\/p>\r\n<p data-start=\"2875\" data-end=\"3121\">Dashboards provide a high-level view of performance and are well suited for monitoring day-to-day sales activity.<\/p>\r\n<p data-start=\"3123\" data-end=\"3334\">While Insightly\u2019s reporting is flexible, it generally lacks the depth of cross-object analysis and forecasting found in HubSpot\u2014particularly when it comes to revenue attribution and multi-stage funnel reporting.<\/p>\r\n<figure id=\"attachment_32912\" aria-describedby=\"caption-attachment-32912\" style=\"width: 1349px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-32912 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Dashboards-in-Insightly.png\" alt=\"HubSpot vs Insightly: Dashboards in Insightly\" width=\"1349\" height=\"701\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Dashboards-in-Insightly.png 1349w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Dashboards-in-Insightly-300x156.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Dashboards-in-Insightly-1024x532.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Dashboards-in-Insightly-768x399.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Dashboards-in-Insightly-595xh.png 595w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" \/><figcaption id=\"caption-attachment-32912\" class=\"wp-caption-text\"><em>Dashboards in Insightly<\/em><\/figcaption><\/figure>\r\n<p><span style=\"text-decoration: underline;\"><b>Reporting verdict<\/b><\/span><\/p>\r\n<p data-start=\"3363\" data-end=\"3614\"><strong data-start=\"3363\" data-end=\"3425\">HubSpot delivers stronger reporting and analytics overall.<\/strong><br data-start=\"3425\" data-end=\"3428\">Its extensive library of pre-built reports, powerful custom report builder, and forecasting tools make it easier to generate actionable insights and present them clearly to stakeholders.<\/p>\r\n<p data-start=\"3616\" data-end=\"3831\"><strong data-start=\"3616\" data-end=\"3666\">Insightly\u2019s reporting is solid for sales teams<\/strong>, especially those tracking tasks, opportunities, and projects\u2014but it falls short of HubSpot\u2019s depth and polish for advanced analytics and executive-level reporting.<\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-pros-and-cons\/\">Read also: HubSpot Pros And Cons &#8212; A Candid Assessment<\/a><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Lead_management_%E2%80%93_HubSpot_vs_Insightly\"><\/span><span style=\"color: #993300;\"><b>Lead management \u2013 HubSpot vs Insightly<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Both <strong data-start=\"296\" data-end=\"321\">HubSpot and Insightly<\/strong> offer solid, table-stakes <a href=\"https:\/\/www.engagebay.com\/crm\/lead-management-software\">lead management<\/a> features. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The difference lies in how far each platform supports the lead journey\u2014from initial capture to qualification and conversion. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Here\u2019s a review of each platform\u2019s capabilities.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>HubSpot: End-to-End, AI-Assisted Lead Management<\/b><\/span><\/h4>\r\n<p data-start=\"558\" data-end=\"795\">HubSpot\u2019s lead management is designed to support the <strong data-start=\"611\" data-end=\"640\">entire customer lifecycle<\/strong>, not just sales qualification.<\/p>\r\n<p data-start=\"558\" data-end=\"795\">From the moment a lead is captured to the point it becomes a customer, all interactions are stored in a unified CRM record.<\/p>\r\n<p data-start=\"797\" data-end=\"823\">Within HubSpot, teams can:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"824\" data-end=\"1081\">\r\n<li data-start=\"824\" data-end=\"898\">\r\n<p data-start=\"826\" data-end=\"898\">View complete communication histories (emails, calls, meetings, chats)<\/p>\r\n<\/li>\r\n<li data-start=\"899\" data-end=\"954\">\r\n<p data-start=\"901\" data-end=\"954\">Manage and prioritize leads using filters and views<\/p>\r\n<\/li>\r\n<li data-start=\"955\" data-end=\"1017\">\r\n<p data-start=\"957\" data-end=\"1017\">Score leads automatically based on behavior and attributes<\/p>\r\n<\/li>\r\n<li data-start=\"1018\" data-end=\"1081\">\r\n<p data-start=\"1020\" data-end=\"1081\">Track lifecycle stages across marketing, sales, and service<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"1083\" data-end=\"1305\">HubSpot\u2019s <strong data-start=\"1093\" data-end=\"1119\">smart contact database<\/strong> captures engagement data across multiple touchpoints, including website activity, email interactions, forms, and conversations.<\/p>\r\n<p data-start=\"1083\" data-end=\"1305\">This gives sales reps deeper context before reaching out.<\/p>\r\n<p data-start=\"1307\" data-end=\"1439\">Lead acquisition and engagement tools are built directly into the platform. HubSpot allows teams to attract and nurture leads using:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"1440\" data-end=\"1611\">\r\n<li data-start=\"1440\" data-end=\"1465\">\r\n<p data-start=\"1442\" data-end=\"1465\">Web forms and pop-ups<\/p>\r\n<\/li>\r\n<li data-start=\"1466\" data-end=\"1492\">\r\n<p data-start=\"1468\" data-end=\"1492\">Live chat and chatbots<\/p>\r\n<\/li>\r\n<li data-start=\"1493\" data-end=\"1527\">\r\n<p data-start=\"1495\" data-end=\"1527\">Marketing and sales automation<\/p>\r\n<\/li>\r\n<li data-start=\"1528\" data-end=\"1611\">\r\n<p data-start=\"1530\" data-end=\"1611\">A <strong data-start=\"1532\" data-end=\"1565\">universal conversations inbox<\/strong> shared across marketing, sales, and support<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"1613\" data-end=\"1783\">In 2026, HubSpot enhances lead management with AI-driven insights\u2014helping reps prioritize leads, identify buying intent, and determine next-best actions more effectively.<\/p>\r\n<h4><span style=\"color: #666699;\"><b>Insightly: Structured, Sales-Focused Lead Tracking<\/b><\/span><\/h4>\r\n<p data-start=\"1845\" data-end=\"1941\">Insightly\u2019s lead management is designed around a <strong data-start=\"1894\" data-end=\"1940\">clear, sales-centric qualification process<\/strong>.<\/p>\r\n<p data-start=\"1943\" data-end=\"2027\">When a lead is converted in Insightly, the platform automatically creates and links:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"2028\" data-end=\"2101\">\r\n<li data-start=\"2028\" data-end=\"2048\">\r\n<p data-start=\"2030\" data-end=\"2048\">A contact record<\/p>\r\n<\/li>\r\n<li data-start=\"2049\" data-end=\"2075\">\r\n<p data-start=\"2051\" data-end=\"2075\">An organization record<\/p>\r\n<\/li>\r\n<li data-start=\"2076\" data-end=\"2101\">\r\n<p data-start=\"2078\" data-end=\"2101\">An opportunity record<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"2103\" data-end=\"2316\">This ensures clean data relationships and a consistent structure across the CRM.<\/p>\r\n<p data-start=\"2103\" data-end=\"2316\">However, Insightly does not allow contacts to be converted back into leads, meaning the sales process must begin with lead creation.<\/p>\r\n<p data-start=\"2318\" data-end=\"2485\">Insightly enforces <strong data-start=\"2337\" data-end=\"2357\">validation rules<\/strong> during lead conversion, ensuring required fields are completed before a lead moves forward\u2014useful for maintaining data quality.<\/p>\r\n<p data-start=\"2487\" data-end=\"2554\">The platform includes five default lead statuses to track progress:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"2555\" data-end=\"2678\">\r\n<li data-start=\"2555\" data-end=\"2579\">\r\n<p data-start=\"2557\" data-end=\"2579\">OPEN \u2013 Not Contacted<\/p>\r\n<\/li>\r\n<li data-start=\"2580\" data-end=\"2608\">\r\n<p data-start=\"2582\" data-end=\"2608\">OPEN \u2013 Attempted Contact<\/p>\r\n<\/li>\r\n<li data-start=\"2609\" data-end=\"2629\">\r\n<p data-start=\"2611\" data-end=\"2629\">OPEN \u2013 Contacted<\/p>\r\n<\/li>\r\n<li data-start=\"2630\" data-end=\"2655\">\r\n<p data-start=\"2632\" data-end=\"2655\">CLOSED \u2013 Disqualified<\/p>\r\n<\/li>\r\n<li data-start=\"2656\" data-end=\"2678\">\r\n<p data-start=\"2658\" data-end=\"2678\">CLOSED \u2013 Converted<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"2680\" data-end=\"2823\">Insightly also supports <strong data-start=\"2704\" data-end=\"2729\">lead assignment rules<\/strong>, enabling automatic routing of leads based on criteria such as owner, region, or lead source.<\/p>\r\n<figure id=\"attachment_32915\" aria-describedby=\"caption-attachment-32915\" style=\"width: 1349px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Lead-management-in-Insightly.png\"><img decoding=\"async\" class=\"wp-image-32915 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Lead-management-in-Insightly.png\" alt=\"HubSpot vs Insightly: Lead management in Insightly\" width=\"1349\" height=\"703\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Lead-management-in-Insightly.png 1349w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Lead-management-in-Insightly-300x156.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Lead-management-in-Insightly-1024x534.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Lead-management-in-Insightly-768x400.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Lead-management-in-Insightly-595xh.png 595w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" \/><\/a><figcaption id=\"caption-attachment-32915\" class=\"wp-caption-text\"><em>Lead management in Insightly<\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">While effective for qualification and handoff, Insightly lacks native lead capture tools like forms, chat, or bots, and relies more heavily on external integrations for top-of-funnel activities.<\/span><\/p>\r\n<p><span style=\"text-decoration: underline;\"><b>Lead management verdict<\/b><\/span><\/p>\r\n<p data-start=\"3054\" data-end=\"3299\"><strong data-start=\"3054\" data-end=\"3116\">HubSpot offers more comprehensive lead management overall.<\/strong><br data-start=\"3116\" data-end=\"3119\">Its built-in lead capture tools, automation, AI-assisted prioritization, and unified inbox make it better suited for managing the entire customer journey from first touch to close.<\/p>\r\n<p data-start=\"3301\" data-end=\"3529\"><strong data-start=\"3301\" data-end=\"3385\">Insightly is well-suited for sales teams that want structured lead qualification<\/strong>, clean data relationships, and predictable workflows\u2014but it doesn\u2019t offer the same depth across marketing-driven lead generation and nurturing.<\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"EngageBay_A_More_Affordable_and_Powerful_Alternative\"><\/span><span style=\"color: #339966;\"><b>EngageBay: A More Affordable and Powerful Alternative<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/\">EngageBay <\/a><\/span>is an all-in-one CRM platform built specifically for small and growing businesses that need marketing, sales, and customer support tools\u2014without enterprise-level pricing or complexity.<\/p>\r\n<p data-start=\"551\" data-end=\"805\">While <strong data-start=\"557\" data-end=\"568\">HubSpot<\/strong> delivers advanced automation and replaces multiple standalone tools, its pricing escalates quickly as teams scale. <strong data-start=\"684\" data-end=\"697\">Insightly<\/strong>, on the other hand, offers a cost-effective sales CRM but lacks native, full-funnel marketing capabilities.<\/p>\r\n<p data-start=\"807\" data-end=\"1101\">EngageBay bridges this gap by offering a <strong data-start=\"848\" data-end=\"959\">unified CRM with marketing automation, sales tools, and customer support features at a fraction of the cost<\/strong>. It\u2019s designed for teams that want an all-in-one system without juggling multiple apps\u2014or paying premium prices to unlock core functionality.<\/p>\r\n<h3 data-start=\"1108\" data-end=\"1143\"><span class=\"ez-toc-section\" id=\"Why_EngageBay_Stands_Out_in_2026\"><\/span><span style=\"color: #993300;\">Why EngageBay Stands Out in 2026<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p data-start=\"1145\" data-end=\"1309\">EngageBay provides a complete customer lifecycle platform, allowing businesses to manage leads, deals, campaigns, and support conversations from a single dashboard.<\/p>\r\n<p data-start=\"1311\" data-end=\"1327\">Sales teams can:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"1328\" data-end=\"1630\">\r\n<li data-start=\"1328\" data-end=\"1412\">\r\n<p data-start=\"1330\" data-end=\"1412\">Create and manage <strong data-start=\"1348\" data-end=\"1375\">multiple deal pipelines<\/strong> for different products or services<\/p>\r\n<\/li>\r\n<li data-start=\"1413\" data-end=\"1491\">\r\n<p data-start=\"1415\" data-end=\"1491\">Automate follow-ups and deal progression using <strong data-start=\"1462\" data-end=\"1489\">multi-trigger workflows<\/strong><\/p>\r\n<\/li>\r\n<li data-start=\"1492\" data-end=\"1551\">\r\n<p data-start=\"1494\" data-end=\"1551\">Track activities, emails, and interactions in one place<\/p>\r\n<\/li>\r\n<li data-start=\"1552\" data-end=\"1630\">\r\n<p data-start=\"1554\" data-end=\"1630\">Gain visibility into the entire customer journey from first touch to close<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<figure id=\"attachment_25944\" aria-describedby=\"caption-attachment-25944\" style=\"width: 1920px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/12.-Sales-manager.png\"><img decoding=\"async\" class=\"wp-image-25944 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/12.-Sales-manager.png\" alt=\"HubSpot vs Insightly: Sales management report in EngageBay\" width=\"1920\" height=\"937\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/12.-Sales-manager.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/12.-Sales-manager-300x146.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/12.-Sales-manager-1024x500.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/12.-Sales-manager-768x375.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/12.-Sales-manager-1536x750.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/12.-Sales-manager-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/a><figcaption id=\"caption-attachment-25944\" class=\"wp-caption-text\"><em>Sales management report in EngageBay<\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">Here\u2019s how David Pryor, a marketing consultant <\/span><a href=\"https:\/\/www.g2.com\/products\/engagebay-all-in-one-suite\/reviews\/engagebay-all-in-one-suite-review-7374991\"><span style=\"font-weight: 400;\">summed up EngageBay<\/span><\/a><span style=\"font-weight: 400;\">:&nbsp;<\/span><\/p>\r\n<blockquote>\r\n<p style=\"text-align: left;\"><strong><span style=\"color: #008000;\"><i>\u201cThe customer service is pretty great. They have all of the automations and workflows you need for a small business. It&#8217;s a great platform for an all-in-one sales, marketing, and support tool, and it&#8217;s a pretty good option considering the price point. It&#8217;s not too complex to use once you get into the swing of things. They even implemented a feature in two days in the forms that I thought would be useful and easy to execute after talking to support about it once.\u201d<\/i><\/span><\/strong><\/p>\r\n<\/blockquote>\r\n<h4 data-start=\"2158\" data-end=\"2190\"><span style=\"color: #666699;\">Built-In Marketing Automation<\/span><\/h4>\r\n<p data-start=\"2192\" data-end=\"2329\">EngageBay\u2019s marketing automation platform enables businesses to run sophisticated campaigns without relying on external tools. Teams can:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"2330\" data-end=\"2508\">\r\n<li data-start=\"2330\" data-end=\"2370\">\r\n<p data-start=\"2332\" data-end=\"2370\">Build <strong data-start=\"2338\" data-end=\"2368\">drip and nurture campaigns<\/strong><\/p>\r\n<\/li>\r\n<li data-start=\"2371\" data-end=\"2405\">\r\n<p data-start=\"2373\" data-end=\"2405\">Create forms and landing pages<\/p>\r\n<\/li>\r\n<li data-start=\"2406\" data-end=\"2448\">\r\n<p data-start=\"2408\" data-end=\"2448\">Automate lead scoring and segmentation<\/p>\r\n<\/li>\r\n<li data-start=\"2449\" data-end=\"2508\">\r\n<p data-start=\"2451\" data-end=\"2508\">Trigger workflows based on user behavior and engagement<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"2510\" data-end=\"2679\">These features allow businesses to attract, nurture, and convert leads efficiently\u2014capabilities that Insightly lacks natively and HubSpot reserves for higher-tier plans.<\/p>\r\n<h4 data-start=\"2686\" data-end=\"2730\"><span style=\"color: #666699;\">Customer Support, Helpdesk, and Live Chat<\/span><\/h4>\r\n<p data-start=\"2732\" data-end=\"2865\">EngageBay includes <strong data-start=\"2751\" data-end=\"2791\">free helpdesk and live chat software<\/strong>, making it easier to support customers without additional tools or costs.<\/p>\r\n<p data-start=\"2867\" data-end=\"2885\">Support teams can:<\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"2886\" data-end=\"3094\">\r\n<li data-start=\"2886\" data-end=\"2932\">\r\n<p data-start=\"2888\" data-end=\"2932\">Manage tickets and automate ticket routing<\/p>\r\n<\/li>\r\n<li data-start=\"2933\" data-end=\"2959\">\r\n<p data-start=\"2935\" data-end=\"2959\">Assign tasks to agents<\/p>\r\n<\/li>\r\n<li data-start=\"2960\" data-end=\"3024\">\r\n<p data-start=\"2962\" data-end=\"3024\">Track conversations across email, chat, and support channels<\/p>\r\n<\/li>\r\n<li data-start=\"3025\" data-end=\"3094\">\r\n<p data-start=\"3027\" data-end=\"3094\">View complete customer interaction histories in one unified inbox<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"3096\" data-end=\"3249\">This contextual view helps teams deliver faster, more personalized support\u2014something typically gated behind higher pricing tiers on enterprise platforms.<\/p>\r\n<h4 data-start=\"3256\" data-end=\"3306\"><span style=\"color: #666699;\">Why Choose EngageBay Over HubSpot or Insightly?<\/span><\/h4>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"3308\" data-end=\"3718\">\r\n<li data-start=\"3308\" data-end=\"3435\">\r\n<p data-start=\"3310\" data-end=\"3435\">Choose <strong data-start=\"3317\" data-end=\"3328\">HubSpot<\/strong> if you need enterprise-grade marketing automation and have the budget to support long-term scaling costs<\/p>\r\n<\/li>\r\n<li data-start=\"3436\" data-end=\"3547\">\r\n<p data-start=\"3438\" data-end=\"3547\">Choose <strong data-start=\"3445\" data-end=\"3458\">Insightly<\/strong> if you want a sales-focused CRM with simple workflows and predictable per-user pricing<\/p>\r\n<\/li>\r\n<li data-start=\"3548\" data-end=\"3718\">\r\n<p data-start=\"3550\" data-end=\"3718\">Choose <strong data-start=\"3557\" data-end=\"3570\">EngageBay<\/strong> if you want a <strong data-start=\"3585\" data-end=\"3608\">true all-in-one CRM<\/strong> with marketing automation, sales pipelines, and customer support\u2014<strong data-start=\"3674\" data-end=\"3718\">without enterprise pricing or complexity<\/strong><\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"3720\" data-end=\"3897\">For small and mid-sized businesses looking for value, flexibility, and functionality in 2026, <strong data-start=\"3814\" data-end=\"3896\">EngageBay is one of the strongest HubSpot and Insightly alternatives available<\/strong>.<\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-o-right\" style=\"background-color: #33809e; color: #ffffff;\" href=\"https:\/\/www.engagebay.com\/blog\/engagebay-vs-hubspot\/\">Compare EngageBay with HubSpot<\/a><\/p>\r\n<hr>\r\n<p><strong>Learn more about EngageBay:<\/strong><\/p>\r\n<ul>\r\n<li><a href=\"https:\/\/www.engagebay.com\/hubspot-alternative\">Compare EngageBay with HubSpot<\/a><\/li>\r\n<li><a href=\"https:\/\/www.engagebay.com\/\">Visit our website<\/a><\/li>\r\n<li><a href=\"https:\/\/meetings.engagebay.com\/book-demo-free\">Request a demo with our experts<\/a><\/li>\r\n<li><a href=\"https:\/\/www.engagebay.com\/pricing\/all-in-one\">Check pricing<\/a><\/li>\r\n<\/ul>\r\n<p style=\"text-align: center;\"><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium\" style=\"background-color: #693bad; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/app.engagebay.com\/signup\">Sign up with EngageBay for free<\/a><\/p>\r\n<hr>\r\n<h2><span class=\"ez-toc-section\" id=\"Wrapping_Up\"><\/span><span style=\"color: #339966;\"><b>Wrapping Up<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p data-start=\"229\" data-end=\"427\">Choosing between <strong data-start=\"246\" data-end=\"283\">HubSpot, Insightly, and EngageBay<\/strong> ultimately comes down to how broad your needs are, how much complexity you\u2019re willing to manage, and how predictable you want your costs to be.<\/p>\r\n<p data-start=\"429\" data-end=\"742\"><strong data-start=\"429\" data-end=\"442\">Insightly<\/strong> is a good fit if you\u2019re primarily looking for a <strong data-start=\"491\" data-end=\"512\">sales-focused CRM<\/strong> to manage leads, deals, and post-sale projects.<\/p>\r\n<p data-start=\"429\" data-end=\"742\">Its structured pipelines and data relationships work well for sales teams, but its workflow automation and marketing capabilities are limited compared to more full-funnel platforms.<\/p>\r\n<p data-start=\"744\" data-end=\"1044\"><strong data-start=\"744\" data-end=\"755\">HubSpot<\/strong> makes sense if you need a company-wide platform that marketing, sales, and support teams can all use from a single system.<\/p>\r\n<p data-start=\"744\" data-end=\"1044\">Its unified CRM, advanced automation, reporting, and AI capabilities are powerful\u2014but costs increase quickly as you add hubs, paid seats, and usage-based limits.<\/p>\r\n<p data-start=\"1046\" data-end=\"1414\">EngageBay offers a strong middle ground. It delivers marketing automation, sales pipelines, and customer support tools in one platform without the complexity or steep pricing associated with enterprise CRM suites.<\/p>\r\n<p data-start=\"1046\" data-end=\"1414\">For small and growing businesses in 2026, it provides a practical all-in-one alternative with predictable pricing and responsive customer support.<\/p>\r\n<p data-start=\"1416\" data-end=\"1429\"><strong data-start=\"1416\" data-end=\"1429\">In short:<\/strong><\/p>\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul>\r\n<li style=\"list-style-type: none;\">\r\n<ul data-start=\"1430\" data-end=\"1661\">\r\n<li data-start=\"1430\" data-end=\"1491\">\r\n<p data-start=\"1432\" data-end=\"1491\">Choose <strong data-start=\"1439\" data-end=\"1452\">Insightly<\/strong> for a straightforward, sales-led CRM<\/p>\r\n<\/li>\r\n<li data-start=\"1492\" data-end=\"1566\">\r\n<p data-start=\"1494\" data-end=\"1566\">Choose <strong data-start=\"1501\" data-end=\"1512\">HubSpot<\/strong> for enterprise-grade depth and cross-team alignment<\/p>\r\n<\/li>\r\n<li data-start=\"1567\" data-end=\"1661\">\r\n<p data-start=\"1569\" data-end=\"1661\">Choose <strong data-start=\"1576\" data-end=\"1589\">EngageBay<\/strong> for an affordable, all-in-one solution that scales with your business<\/p>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"1663\" data-end=\"1828\">If you\u2019re looking for maximum value without sacrificing core CRM, marketing, and support functionality, <strong data-start=\"1767\" data-end=\"1819\">EngageBay stands out as a compelling alternative<\/strong> in 2026.&nbsp;<br><iframe title=\"Why I Switched from Insightly to HubSpot CRM\" src=\"https:\/\/www.youtube.com\/embed\/z6_46IbJCkE\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\r\n<p style=\"text-align: center;\"><em><strong>Why I Switched from Insightly to HubSpot CRM<\/strong><\/em><\/p>\r\n<p style=\"text-align: left;\"><strong>Related reading:&nbsp;<\/strong><\/p>\r\n<ul>\r\n<li><a href=\"https:\/\/www.engagebay.com\/blog\/best-crm-tools\/\">The best CRM Tools for Small Businesses<\/a><\/li>\r\n<li><a href=\"https:\/\/www.engagebay.com\/blog\/best-marketing-automation-tools\/\">15 Best Marketing Automation Tools for Small Businesses<\/a><\/li>\r\n<li><a href=\"https:\/\/www.engagebay.com\/blog\/is-hubspot-worth-it\/\">Is HubSpot Worth It? In-Depth Review for Small Businesses<\/a><\/li>\r\n<\/ul>\r\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_6268678992035840' data-id='6268678992035840'><\/div>\r\n\r\n<div class=\"schema-faq wp-block-yoast-faq-block\">\r\n<div id=\"faq-question-1753868457330\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\">FAQs: HubSpot vs Insightly<\/strong>\r\n<p class=\"schema-faq-answer\"><strong>Which CRM is cheaper?<\/strong><\/p>\r\n<\/div>\r\n<div id=\"faq-question-1753868479849\" class=\"schema-faq-section\">Insightly wins on headline price. Its free plan covers two users, and paid tiers scale from roughly $29 to $99 per user per month with no mandatory annual contract. HubSpot\u2019s Starter CRM Suite begins around $50 a month but jumps steeply as contacts, seats, and hubs stack up, with Professional and Enterprise tiers running into the thousands.\r\n<p>&nbsp;<\/p>\r\n<p class=\"schema-faq-answer\"><strong class=\"schema-faq-question\" style=\"font-size: 16px;\"><strong>Which platform offers better marketing automation?<\/strong><\/strong><\/p>\r\n<\/div>\r\n<div id=\"faq-question-1753868492829\" class=\"schema-faq-section\">\r\n<p class=\"schema-faq-answer\">HubSpot dominates marketing automation. Even the Starter tier includes email sequences, landing pages, forms, ad\u2011to\u2011contact syncing, and basic segmentation. Professional unlocks sophisticated workflows, A\/B tests, smart content, and multichannel nurturing across chat, social, and ads. Insightly only allows bulk emails and scheduled sends; advanced journeys require the cost\u2011extra Marketing App, which still lacks HubSpot\u2019s depth and channel coverage.<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1753868514565\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\"><strong>How do customization options compare, especially custom objects?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">Insightly shines on structural flexibility. All paid tiers let you add unlimited custom objects, fields, tags, and relationships, plus convert closed\u2011won deals directly into project records. HubSpot supports custom properties for contacts, companies, and deals on every plan, but true custom objects\u2014such as Assets or Subscriptions\u2014are gated behind Enterprise, putting them out of reach for many small teams.<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1753868534968\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\"><strong>Which CRM is easier to integrate with existing tools?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">Both marketplaces are strong, but the flavour differs. HubSpot boasts a polished App Marketplace with 1,000\u2011plus vetted integrations covering email, ads, commerce, and support; most install in a click and sync bi\u2011directionally. Insightly\u2019s AppConnect offers 2,000\u2011plus connectors Zapier\u2011style, letting admins build recipes without code, yet some advanced actions require paid AppConnect credits and careful field mapping.<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1753868554603\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\"><strong>What support and onboarding resources do they provide?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">HubSpot includes 24\/7 live chat, phone, email, and a vast academy of interactive courses on every paid tier, alongside implementation specialists for Professional and above (though onboarding fees apply). Insightly offers email support on all plans, with phone or priority assistance only via a 20\u202f% Premium Support add\u2011on; its knowledge base and short video tutorials are helpful but limited.<\/p>\r\n<\/div>\r\n<\/div>\r\n","protected":false},"excerpt":{"rendered":"<p>HubSpot and Insightly are two well-known CRM platforms, but in 2026, they\u2019re built for very different types of businesses. While [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":33180,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[333],"tags":[7600],"class_list":["post-32884","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-alternatives","tag-hubspot-vs-insightly"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.3 (Yoast SEO v25.3.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>HubSpot vs Insightly: 2026 CRM Showdown: Pricing, Features, etc.<\/title>\n<meta name=\"description\" content=\"HubSpot vs Insightly (2026): Compare pricing, Breeze vs Copilot AI, integrations, marketing tools and the best CRM for SMBs &amp; scale-ups.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"HubSpot vs Insightly: 2026 CRM Comparison \u2014 Pricing, AI &amp; Which One Wins\" \/>\n<meta property=\"og:description\" content=\"HubSpot vs Insightly (2026): Compare pricing, Breeze vs Copilot AI, integrations, marketing tools and the best CRM for SMBs &amp; scale-ups.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/\" \/>\n<meta property=\"og:site_name\" content=\"EngageBay - All-in-one marketing, sales, and service\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/engagebay\" \/>\n<meta property=\"article:published_time\" content=\"2026-01-29T05:15:15+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-20T07:06:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/hubspot-vs-insightly.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Sammy Mugambi\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@https:\/\/twitter.com\/SammyMugambi_\" \/>\n<meta name=\"twitter:site\" content=\"@engagebay\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sammy Mugambi\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"31 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/\"},\"author\":{\"name\":\"Sammy Mugambi\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/874a55841a9cec55dbcb5a147d6ce387\"},\"headline\":\"HubSpot vs Insightly: 2026 CRM Comparison \u2014 Pricing, AI &#038; 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Even the Starter tier includes email sequences, landing pages, forms, ad\u2011to\u2011contact syncing, and basic segmentation. Professional unlocks sophisticated workflows, A\/B tests, smart content, and multichannel nurturing across chat, social, and ads. Insightly only allows bulk emails and scheduled sends; advanced journeys require the cost\u2011extra Marketing App, which still lacks HubSpot\u2019s depth and channel coverage.","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#faq-question-1753868514565","position":4,"url":"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#faq-question-1753868514565","name":"How do customization options compare, especially custom objects?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Insightly shines on structural flexibility. All paid tiers let you add unlimited custom objects, fields, tags, and relationships, plus convert closed\u2011won deals directly into project records. HubSpot supports custom properties for contacts, companies, and deals on every plan, but true custom objects\u2014such as Assets or Subscriptions\u2014are gated behind Enterprise, putting them out of reach for many small teams.","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#faq-question-1753868534968","position":5,"url":"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/#faq-question-1753868534968","name":"Which CRM is easier to integrate with existing tools?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Both marketplaces are strong, but the flavour differs. 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