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Clever Ops - AI Business Automation Australia
HubSpot vs Insightly

HubSpot vs Insightly: Which CRM & Sales Tool Wins in 2026?

Thinking of switching from HubSpot to Insightly (or vice versa)? This comparison covers features, costs, and migration considerations to help mid-market Australian businesses make an informed decision.

12
Features compared
50+
Clients advised
98%
Client retention
12+
Years experience

Feature Comparison

Side-by-side feature analysis for HubSpot and Insightly.

Contact management

HubSpot

Free tier includes contact management, deal tracking, and email templates - genuinely useful without paying a cent

Insightly

Built-in project management converts won opportunities into active projects with tasks and milestones, bridging the gap between sales and delivery

Both platforms are strong here. HubSpot emphasises this as a core strength, and Insightly also invests heavily in contact management. Review each platform's approach to see which aligns with your team's workflow.

Pipeline management

HubSpot

Free tier includes contact management, deal tracking, and email templates - genuinely useful without paying a cent

Insightly

Built-in project management converts won opportunities into active projects with tasks and milestones, bridging the gap between sales and delivery

Both platforms are strong here. HubSpot emphasises this as a core strength, and Insightly also invests heavily in pipeline management. Review each platform's approach to see which aligns with your team's workflow.

Email automation

HubSpot

Free tier includes contact management, deal tracking, and email templates - genuinely useful without paying a cent

Insightly

Email tracking with open and click notifications gives sales reps real-time insight into prospect engagement

Both platforms are strong here. HubSpot emphasises this as a core strength, and Insightly also invests heavily in email automation. Review each platform's approach to see which aligns with your team's workflow.

Reporting and analytics

HubSpot

Built-in reporting dashboards are surprisingly powerful on even the free plan, with custom report builders on paid tiers

Insightly

Insightly includes reporting and analytics capabilities. Feature depth varies by plan tier

HubSpot highlights reporting and analytics as a core strength. Insightly offers the capability but does not position it as a primary differentiator.

Integration ecosystem

HubSpot

Extensive app marketplace with 1,500+ integrations makes it one of the most connectable CRMs available

Insightly

Limitation: Third-party integration ecosystem is smaller than HubSpot or Salesforce, often requiring Zapier for connections that other CRMs handle natively

HubSpot highlights integration ecosystem as a core strength. Insightly offers the capability but does not position it as a primary differentiator.

Mobile app

HubSpot

HubSpot connects with 88+ tools natively, offering one of the broadest integration ecosystems in its category

Insightly

Insightly connects with 54+ tools natively, offering one of the broadest integration ecosystems in its category

Day-to-day mobile app workflows feel different between HubSpot and Insightly - watch a recorded walkthrough of each before judging which fits your team.

Custom fields and objects

HubSpot

Built-in reporting dashboards are surprisingly powerful on even the free plan, with custom report builders on paid tiers

Insightly

Limitation: Customisation options, while available, require navigating a settings system that is less intuitive than competitors like Salesforce or Zoho

HubSpot highlights custom fields and objects as a core strength. Insightly offers the capability but does not position it as a primary differentiator.

Workflow automation

HubSpot

Limitation: Workflows and advanced automation are locked behind Professional tiers, so basic plans feel limited for growing teams

Insightly

Insightly Marketing (AppConnect) provides visual workflow builder for automating lead nurturing alongside the CRM at no extra platform cost

Insightly highlights workflow automation as a core strength. HubSpot offers the capability but does not position it as a primary differentiator.

Team collaboration

HubSpot

Visual drag-and-drop email builder with 45+ templates saves marketing teams hours per campaign

Insightly

Limitation: The interface feels cluttered compared to modern CRMs like Pipedrive or Copper, which can slow down daily usage for sales teams

HubSpot highlights team collaboration as a core strength. Insightly offers the capability but does not position it as a primary differentiator.

Customer support features

HubSpot

HubSpot manages contacts, companies, deals, tickets and 5 more object types

Insightly

Insightly manages contacts, organisations, opportunities, projects and 4 more object types

If customer support features is a daily-use area for your team, the onboarding curve and keyboard ergonomics matter more than feature counts - trial both with a real operator, not an evaluator.

Ease of setup

HubSpot

Limitation: Contact-based pricing means your costs increase as your database grows, even if those contacts are inactive or unengaged

Insightly

Insightly provides onboarding resources. Setup complexity depends on your configuration requirements

ease of setup support varies across HubSpot and Insightly's plan tiers. Check whether the capabilities you need are on the plan you can actually afford.

Value for money

HubSpot

Free CRM available. Starter from approximately $27/month, Professional from approximately $1,170/month (AUD), Business from approximately $4,700/month (AUD). Marketing, Sales, Service, and CMS hubs are priced separately. Bundles available at a discount.

Insightly

Plus from approximately $44/user/month, Professional from approximately $69/user/month, Enterprise from approximately $139/user/month (AUD). All plans billed annually. Free plan discontinued.

Pricing models differ significantly. Compare the total cost of ownership including add-ons and per-user fees, not just the headline price.

Pricing Comparison

General pricing information for each platform.

HubSpot

Free CRM available. Starter from approximately $27/month, Professional from approximately $1,170/month (AUD), Business from approximately $4,700/month (AUD). Marketing, Sales, Service, and CMS hubs are priced separately. Bundles available at a discount.

Pricing is indicative only and subject to change. We recommend contacting the vendor for a tailored quote based on your Australian business needs.

Insightly

Plus from approximately $44/user/month, Professional from approximately $69/user/month, Enterprise from approximately $139/user/month (AUD). All plans billed annually. Free plan discontinued.

These figures are estimates based on publicly available pricing. Actual costs depend on your usage, team size, and any negotiated rates.

Pros & Cons

An honest look at the strengths and limitations of each platform.

HubSpot

Pros

  • Free tier includes contact management, deal tracking, and email templates - genuinely useful without paying a cent
  • Visual drag-and-drop email builder with 45+ templates saves marketing teams hours per campaign
  • Unified platform means sales, marketing, and service data lives in one place, reducing data silos across departments
  • Extensive app marketplace with 1,500+ integrations makes it one of the most connectable CRMs available
  • Built-in reporting dashboards are surprisingly powerful on even the free plan, with custom report builders on paid tiers

Cons

  • Contact-based pricing means your costs increase as your database grows, even if those contacts are inactive or unengaged
  • Marketing Hub Professional jumps significantly from Starter pricing, creating a steep cost cliff when you outgrow the basics
  • Workflows and advanced automation are locked behind Professional tiers, so basic plans feel limited for growing teams
  • Migrating away from HubSpot is notoriously difficult once your data, workflows, and integrations are deeply embedded

Insightly

Pros

  • Built-in project management converts won opportunities into active projects with tasks and milestones, bridging the gap between sales and delivery
  • Relationship linking maps connections between contacts, organisations, and opportunities, showing how deals relate to each other
  • Email tracking with open and click notifications gives sales reps real-time insight into prospect engagement
  • Products, price books, and quotes are included natively, so service businesses can generate proposals directly from the CRM
  • Insightly Marketing (AppConnect) provides visual workflow builder for automating lead nurturing alongside the CRM at no extra platform cost

Cons

  • The interface feels cluttered compared to modern CRMs like Pipedrive or Copper, which can slow down daily usage for sales teams
  • Two-user minimum on paid plans and relatively high per-user pricing means it is not cost-effective for solo operators
  • Customisation options, while available, require navigating a settings system that is less intuitive than competitors like Salesforce or Zoho
  • Third-party integration ecosystem is smaller than HubSpot or Salesforce, often requiring Zapier for connections that other CRMs handle natively

Best For

Which tool suits which use case.

Choose HubSpot if you need

  • Professional Services businesses
  • Complex data models (contacts, companies, deals and more)
  • Managing customer relationships
  • Contact management
  • Teams needing extensive third-party integrations

Choose Insightly if you need

  • Teams needing extensive third-party integrations
  • Professional Services businesses
  • Managing customer relationships
  • Complex data models (contacts, organisations, opportunities and more)
  • Manufacturing organisations

Expert Verdict

Our Harvard-educated consultants' take on this comparison.

Clever Ops Recommendation

Choose HubSpot if small to mid-market B2B companies that want an all-in-one marketing and sales platform without heavy customisation needs, especially teams already using the free CRM. Choose Insightly if professional services firms that need CRM and project management together, particularly consultancies and agencies that want to track client relationships through from lead to project delivery. Avoid HubSpot if businesses with large contact databases where per-contact pricing becomes prohibitive, or companies needing deep industry-specific workflows beyond what HubSpot can configure out of the box. Avoid Insightly if businesses that want a modern, streamlined CRM interface, solo operators looking for affordable options, or teams that need an extensive third-party app marketplace. If you are still weighing the trade-offs, Clever Ops offers a free assessment where our Harvard-educated consultants map your requirements to the right platform.

Migration Notes

What to know about switching between HubSpot and Insightly.

Migrating Between HubSpot and Insightly

A successful migration from HubSpot to Insightly (or vice versa) is not just about data - it is about your team. Clever Ops handles the technical migration of contacts, emails, tasks and custom fields, but we also provide hands-on training so your team is confident on the new platform from day one. The full process, including training, typically takes 4-8 weeks.

HubSpot vs Insightly FAQ

HubSpot uses a REST API (REST API v3 with OAuth 2.0 or private app tokens. Rate limited to 100 requests per 10 seconds (OAuth) or 150 requests per 10 seconds (private apps). Supports batch operations for up to 100 records. Pagination via cursor-based approach with after parameter.), while Insightly uses a REST API (REST API v3.1 with API key authentication. Rate limited to 10 requests per second. Supports OData-style filtering with top, skip, and orderby parameters. Bulk operations available for large data imports.). HubSpot supports 9 core data objects; Insightly supports 8. With 12+ of integration experience, Clever Ops can tell you exactly how each API performs in production.

Both platforms have their own setup considerations. HubSpot manages 9 data object types and Insightly manages 8, so configuration complexity scales with your data requirements. Clever Ops provides implementation support for both, typically completing setup within 2 weeks.

Yes. Both platforms share 4 common data object types (including contacts, emails, tasks), which simplifies field mapping. Clever Ops runs a structured migration process: discovery, data mapping, test migration, verification, and cutover. Most migrations complete within 4-8 weeks, with 3 months of post-migration support included.

HubSpot: Free CRM available. Starter from approximately $27/month, Professional from approximately $1,170/month (AUD), Business from approximately $4,700/month (AUD). Marketing, Sales, Service, and CMS hubs are priced separately. Bundles available at a discount.. Insightly: Plus from approximately $44/user/month, Professional from approximately $69/user/month, Enterprise from approximately $139/user/month (AUD). All plans billed annually. Free plan discontinued.. When comparing costs, factor in per-user charges, add-on modules, and implementation costs, not just the headline price. Clever Ops can model the total cost of ownership for your team size during a free assessment.

HubSpot may hit limits when businesses with large contact databases where per-contact pricing becomes prohibitive, or companies needing deep industry-specific workflows beyond what HubSpot can configure out of the box. Insightly may hit limits when businesses that want a modern, streamlined CRM interface, solo operators looking for affordable options, or teams that need an extensive third-party app marketplace. Both platforms are designed to grow with your business, but scaling experience varies. HubSpot connects with 88+ tools, and Insightly with 54+, so integration flexibility at scale is comparable. Clever Ops helps mid-market Australian businesses plan their tech stack for growth, not just for today.

For Professional Services, the answer depends on your operational model. HubSpot is best for small to mid-market B2B companies that want an all-in-one marketing and sales platform without heavy customisation needs, especially teams already using the free CRM. Insightly is best for professional services firms that need CRM and project management together, particularly consultancies and agencies that want to track client relationships through from lead to project delivery. Clever Ops has helped businesses across Professional Services choose the right stack. Book a free assessment for advice specific to your situation.

HubSpot limitations: Contact-based pricing means your costs increase as your database grows, even if those contacts are inactive or unengaged. Marketing Hub Professional jumps significantly from Starter pricing, creating a steep cost cliff when you outgrow the basics. Insightly limitations: The interface feels cluttered compared to modern CRMs like Pipedrive or Copper, which can slow down daily usage for sales teams. Two-user minimum on paid plans and relatively high per-user pricing means it is not cost-effective for solo operators. Understanding these trade-offs in the context of your specific workflows is critical. Clever Ops can help you weigh which limitations matter most for your business during a free assessment.

Full onboarding for either HubSpot or Insightly, including configuration, data import, and team training, typically takes 4-8 weeks with Clever Ops support. Self-service onboarding can take longer and often results in suboptimal configurations that limit the platform's value.

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