Insightly vs HubSpot (2026)

TL;DR

• Pick Insightly if your team sells projects, services, or custom engagements and needs CRM + project management + service desk in one platform — especially if you don't have a separate PM tool.
• Pick HubSpot if marketing and sales alignment is the core requirement — campaigns, automation, lead scoring, and pipeline all connected in one system.

Pricing

Insightly's CRM starts at $29/user/mo (Plus) and reaches $99/user/mo (Enterprise). HubSpot Sales Hub starts at $20/user/mo (Starter) but Professional — where most automation and reporting features live — is $100/user/mo. Both end up in similar price territory at mid-tier. However, Insightly bundles project management into the CRM, while HubSpot requires an external PM tool like Asana or Monday. If you'd otherwise pay for a separate PM tool, Insightly's all-in price is more competitive.

Project management integration

Insightly's native project management is its clearest differentiator. When you close a deal, you can convert it directly into a project — tasks, milestones, resource assignments, and Gantt views all live in the same record as the original opportunity. This is purpose-built for agencies, professional services, consulting firms, and any team that delivers work after closing a sale. HubSpot has no native project management; the closest equivalents are tasks, playbooks, and integrations with Asana or Monday.

Marketing features

HubSpot is the stronger marketing platform by a significant margin — landing pages, email campaigns, forms, social publishing, SEO tools, ads attribution, and content management are all native. Insightly has marketing automation (via Insightly Marketing, a separate product) but it's not as mature or widely used as HubSpot Marketing Hub. For teams where content marketing and inbound lead generation are the primary growth channel, HubSpot is the better choice.

CRM and pipeline

Both have solid pipeline management with visual kanban views, custom stages, and deal tracking. Insightly's pipeline connects smoothly to projects — you can see the full customer lifecycle from lead to delivered project in one place. HubSpot's pipeline connects to marketing touchpoints and contact timelines. Neither is dramatically better for core CRM; the difference is in what the pipeline connects to downstream.

Automation

HubSpot's workflow automation (Professional tier and up) is more powerful and flexible — complex branching, enrollment triggers, A/B testing, and multi-object automation are well-developed. Insightly's automation covers the basics: workflow triggers, email alerts, task creation, and record field updates. For marketing-automation-heavy use cases, HubSpot is the winner. For CRM operations automation, both are adequate.

Reporting

HubSpot's reporting is stronger for marketing and sales combined — revenue attribution, contact lifecycle, funnel reports, and custom dashboards are polished at Professional tier. Insightly's reporting covers pipeline and project performance but lacks marketing attribution depth. However, Insightly's project reporting (milestone completion, delivery time, resource utilization) has no equivalent in HubSpot.

Who should pick what

• Agency or consulting firm that sells and delivers projects → Insightly. The deal → project pipeline is unique.
• SaaS or media company with an inbound marketing engine → HubSpot. Marketing + sales alignment is what HubSpot was built for.
• Team replacing both a CRM and a project management tool → Insightly potentially saves one SaaS subscription.
• Sales team that needs sophisticated email sequences and automation → HubSpot.
• Team already deep in Google Workspace → Both integrate well; Insightly's Google Apps integration is particularly smooth.

Bottom line

Insightly and HubSpot serve different buyers. Insightly wins for the post-sale workflow — its CRM-to-project transition is a genuine time-saver for service businesses. HubSpot wins when the pre-sale workflow — demand generation, lead nurturing, and marketing attribution — is as important as the pipeline itself. If your team sells projects, try Insightly. If your team is marketing-led, HubSpot earns its cost.