January 25, 2023
We introduce our new Insightly CRM to HubSpot bridge!
by Thomas, Technical Partner
In this post we pro-con a "stepping-stone" customer relationship management (CRM) platform and how to get migrated over to a more powerful one at an affordable rate!
Insightly CRM is a cloud-based CRM designed to help small to medium-sized businesses with their sales and marketing. The platform includes contact, opportunity, and project management along with team collaboratoin tools. Insightly also integrates with other business apps such as Google Workspace, Office 365, and Mailchimp! There is also a mobile app for iOS and Android. The system is easy to use with a dated user interface and a wide range of customization options. It is a cost effective solution for businesses looking to streamline their processes online.
$30 / user / month
HubSpot is not just a CRM. It is a powerhouse system that allows businesses to manage their sales, marketing, and customer service efforts. It provides a central location to store and organize information, track lead generation, track sales, and automate tedious, repetitive tasks. It offers a large set of features such as emails, forms, automation, and analytics that helps with lead generation, nurturing leads, and closing deals. With HubSpot, business can improve their sales, customer service processes, increase efficiency, and, in the end, drive growth. It is a cloud-based system and free to use with the option to upgrade for additional features like workflows, custom objects, and more!
HubSpot is also known for its excellent customer support. Unlike Insightly, which can be difficult to get ahold of, HubSpot offers a wide range of resources, support options, and the community to help you get the most out of your CRM system. You can find us assisting other customers all over the community forums.
$20 / user / month
or if you bundle the starter plan at $30 / month (2 users; 1,000 marketing emails), you can get a wider array of access to more tools. Marketing, sales, service, content management systems (CMS), and operations!
Now the above is what you can get to match Insightly at a cheaper rate, for more! BUT. This is not the most powerful product HubSpot offers.
What if you had the ability to create automations for your business yourself? That's where HubSpot's professional license comes into play.
HubSpot Professional comes at a bit steeper rate of $500 / month* which includes 5 users. If we do some quick math here, 5 users at $20 / user / month is about $100 / month. Let's discuss that $400 / month additional value and see some of the major differences between Starter and Professional.
*Includes required, one-time Professional Onboarding for a fee of $1,000 $750.
| Starter | Professional | |
| Deal Pipelines | 2 deal pipelines | 15 deal pipelines |
| Chat Bot | Limited chat bot functions | Extended, custom chat bot functions |
| Calling | 500 minutes of calling | 3,000 minutes of calling |
| eSignature | - | 10 signatures / user / month |
| Sequences | - | 5,000 per account; 500 automated emails / user / day |
| Custom Reporting | - | 100 custom reports |
| Teams | - | 10 teams |
| Product Library | - | 1 million products |
| Payments | 0.5% ACH fee capped at $10; 2.9% credit cards | |
| Automatic Lead Rotation | - | Create custom rules to rotate assignment of leads to reps |
| WORKFLOWS | - | I could write a book on workflows. |
I have thrown together a list of some of the major differences that stuck out to me. I would highly recommend you see their pricing differences yourself here: https://www.hubspot.com/pricing/sales/starter
HubSpot workflows are automated processes triggered by defined conditions. They are used to streamline and automate repetitive tasks like sending emails or updating contact information. Workflows can be set up for contact, company, deal, ticket records, and more! They can also be set up for various types of contacts, such as leads or customers, and can be triggered by filling out a form or clicking a link.
Workflows can help improve the customer experience by providing personalized and timely communication. Additionally, workflows also help sales and marketing teams become more efficient by triggering actions automatically based on the behavior of the customer. The reporting inside Hubspot can be used to track and analyze the performance of the workflows. Each record logs their workflow activity to better understand how, when, and where they were triggered.
Say hello to our new middleware application, built specifically to convert Insightly CRM over to HubSpot! We developed this custom system to migrate a client of ours who is more than happy on HubSpot.
This powerful tool allows you to seamlessly (almost magically) transfer all of your data from Insightly to HubSpot, so you can start enjoying the many benefits of a modern and user-friendly CRM system.
We have a long history with data migration and understand the pain points of missing important pieces of data during a migration. Given our years of different CRM experience, you can rest assured that we will be covering every aspect of your data before making its way into your target system.
Your data is extremely valuable. We will absolutely not be allowing any mishaps making their way through to your production HubSpot portal.
We will set you up on a test portal for free so that you can test out the full benefits of HubSpot's powerful CRM. Once you're satisfied, we'll press a button to translate your Insightly data right over to HubSpot!
Schedule a meeting to get started!
Help us understand your business and how you operate within the Insightly CRM. We have not yet been unable to translate operations out of one CRM system into HubSpot!
Overall, if you're looking for an efficient, user-friendly, and feature-rich CRM system, then it's time to switch to HubSpot. Our new middleware application makes it easy!
COMING SOON
No spam. Only significant launches of our clients! Exciting stuff.
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