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Introduction
Hello and welcome to our in-depth comparison article on two of the most popular customer relationship management (CRM) software for freelancers – Insightly and Hubspot. As a freelancer, managing your client interactions efficiently is crucial for the growth of your business. This is where CRM software comes into play. A good CRM tool can help you organize and streamline your workflow, increase productivity, and ultimately help you provide better service to your clients.
In this article, we’ll explain everything you need to know about Insightly and Hubspot CRM, including their features, pricing, pros and cons, and much more. By the end of this article, you’ll be able to make an informed decision on which CRM software is the best fit for your freelance business.
What is a CRM Software?
A CRM software is a tool that helps businesses manage their interactions with customers and prospects. It allows you to store all customer information, such as email addresses, phone numbers, and social media profiles, in one place. With a CRM tool, you can track your sales pipeline, automate tasks, personalize communications, and much more. This makes the entire process of managing client relationships more effective and efficient.
Why Do Freelancers Need a CRM Software?
As a freelancer, it’s essential to have a system in place that helps you manage your client interactions effectively. A CRM software can help you do just that. Here are some reasons why freelancers should consider using a CRM tool:
| Reasons | Benefits |
|---|---|
| Organize and centralize client information | Easy access to all client-related data and documents |
| Track client communication and progress | Better understanding of client needs and expectations |
| Automate routine tasks | More time to focus on higher-value activities |
| Improve client relationships and retention | Better client experience and increased loyalty |
Insightly CRM
Insightly CRM is a cloud-based software that is designed for small and medium-sized businesses, including freelancers. It offers a wide range of features, including lead and sales management, contact management, project management, and more. Here are some of the pros and cons of Insightly:
Pros of Insightly CRM
👍 Easy to use interface
👍 Affordable pricing plans
👍 Robust project management features
👍 Mobile app available
👍 Good customer support
Cons of Insightly CRM
👎 Limited customizability options
👎 No social media integration
👎 Limited third-party integrations
👎 Poor reporting and analytics
Hubspot CRM
Hubspot CRM is a free, cloud-based software that offers a range of features, including contact management, lead and sales management, marketing automation, and more. It’s known for its user-friendly interface and its ability to integrate with other Hubspot products. Here are some of the pros and cons of Hubspot:
Pros of Hubspot CRM
👍 Easy to use interface
👍 Free to use
👍 Good marketing automation features
👍 Social media integration
👍 Good customer support
Cons of Hubspot CRM
👎 Limited customizability options
👎 Limited third-party integrations
👎 No project management features
👎 Poor reporting and analytics
FAQs
1. Can I try Insightly or Hubspot CRM before buying?
Yes, both Insightly and Hubspot offer a free trial. Insightly offers a 14-day free trial, while Hubspot CRM is entirely free to use.
2. How do Insightly and Hubspot CRM differ in terms of pricing?
Insightly offers three pricing plans – Plus ($29/user/month), Professional ($49/user/month), and Enterprise ($99/user/month). Hubspot CRM, on the other hand, is completely free to use. However, you can upgrade to Hubspot’s other products, such as Marketing Hub or Sales Hub if you need more features.
3. Can I import my existing contacts into Insightly or Hubspot CRM?
Yes, both Insightly and Hubspot allow you to import your contacts from other software such as Excel, Salesforce, and other CRM tools.
4. Does Insightly or Hubspot CRM offer a mobile app?
Yes, both Insightly and Hubspot offer mobile apps that are available for iOS and Android devices.
5. Can I customize the fields and data in Insightly and Hubspot CRM?
Yes, both Insightly and Hubspot offer custom fields and data options.
6. Can I integrate Insightly or Hubspot CRM with my other tools?
Yes, both Insightly and Hubspot offer integrations with other tools such as Gmail, Outlook, QuickBooks, and more. However, Insightly has limited third-party integrations compared to Hubspot.
7. Does either Insightly or Hubspot CRM have a live chat feature?
No, neither Insightly nor Hubspot CRM has a live chat feature. However, Hubspot’s other products, such as Marketing Hub or Sales Hub, have this feature.
8. How does Insightly and Hubspot help me manage my sales pipeline?
Both Insightly and Hubspot offer sales pipeline management features that allow you to track your leads and deals from start to finish. You can easily move deals through the different stages of your pipeline and see where each deal stands.
9. Can I automate my email marketing with Insightly or Hubspot CRM?
Yes, both Insightly and Hubspot offer email marketing automation features that allow you to send personalized emails to your leads and clients at scale.
10. How does Insightly and Hubspot CRM help me with project management?
Insightly offers robust project management features that allow you to create tasks, set deadlines, assign team members, and track progress. Hubspot CRM, on the other hand, doesn’t offer project management features.
11. Can I track website visitor activity with Insightly or Hubspot CRM?
Yes, both Insightly and Hubspot allow you to track website visitor activity, such as page views, clicks, and downloads.
12. Can I schedule meetings with clients using Insightly or Hubspot CRM?
Yes, both Insightly and Hubspot offer scheduling features that allow you to book meetings with clients directly from the software.
13. Does either Insightly or Hubspot offer a social media monitoring feature?
No, neither Insightly nor Hubspot offer a social media monitoring feature.
Conclusion
Choosing the right CRM software is essential for managing your freelance business efficiently. Both Insightly and Hubspot are excellent options for freelancers, although they differ in terms of features, pricing, and integrations. It’s important to weigh the pros and cons of each software and evaluate your specific needs before making a decision.
We hope this article has helped you understand the key differences between Insightly and Hubspot CRM so that you can make an informed decision. We encourage you to try out both software and see for yourself which one is the best fit for your freelance business.
Closing/Disclaimer
We hope you find this article helpful in your search for the best CRM software for your freelance business. Please note that the information provided in this article is subject to change and may not be entirely accurate or up-to-date. We encourage you to do your research and consult with a professional before making any decisions.
