Compare Insightly vs. HubSpot CRM vs. Method:CRM

Need help choosing a tool to streamline your business ? You’ve come to the right place.

Need help choosing a tool to streamline your business ? You’ve come to the right place.

This article compares Insightly, HubSpot, and Method:CRM to guide you towards the CRM that works best for your business. By the end, you’ll know which one you’ll want to try out first!

Table of contents

Power your business with automation.

Insightly vs. HubSpot CRM vs. Method:CRM

The main difference between Insightly, HubSpot, and Method:CRM is the business areas they improve. If you want powerful automation that you can tailor to your unique workflows, Method:CRM is your best bet.

If you’re looking for deep marketing capabilities, HubSpot is probably the right choice. Whereas, Insightly delivers excellent project management features.

Let’s take a closer look at what each one offers.

Insightly overview

Insightly dashboard

Image credit: G2

Insightly is simple, intuitive, and a great choice for first-time CRM users.

Made for small businesses, Insightly offers core CRM features to manage your leads and deliver quality customer service.

How Insightly works

Insightly is a popular CRM for Google and Office 365 users, as it combines your favorite tools into one.

One of the top features of Insightly is how easy it is to import your data from an Excel spreadsheet, Google Workspace or Microsoft Outlook.

Beyond that, Insightly tracks prospect information and automatically routes them to the correct sales rep. This way, you spend less time organizing your leads and more time nurturing them.

Insightly has integrated project management tools that include features such as task assignment and management. Once an opportunity is won, it converts to a project and you can begin using these tools.

What’s more, Insightly’s email integrations allow you to manage your inboxs directly from your CRM. Use the hundreds of other integrations to combine more of your tools for an improved workflow.

HubSpot CRM overview

Hubspot Screenshot

Image credit: HubSpot

HubSpot has a small business CRM that has functions ideal for first-time CRM users.

With HubSpot, you gain access to features that transform your customer service and strengthen your workflows. You can combine their available hubs to create a system that works for your business.

How HubSpot CRM works

HubSpot features are categorized into different hubs. These hubs include:

  • Marketing.
  • Sales.
  • Service.
  • Content Management System (CMS).
  • Operations.

Their three main hubs include marketing, sales, and service, which are usually bundled together to create an all-in-one solution for your business.

Together, these hubs allow you to track and analyze sales activity, as well as manage your pipeline much easier.

Beyond that, you gain access to features such as ad management tools and a universal inbox to easily retrieve all customer communications.

Method:CRM overview

 

Method:CRM is the #1 QuickBooks CRM, but it does more than enhance your accounting software alone.

With Method:CRM, you gain access to features that let you automate your processes and personalize every aspect of your business.

The best part is that as your business evolves, so does Method:CRM.

Power your business with automation.

How Method:CRM works

What makes Method stand out is the solution’s two-way QuickBooks and Xero sync.

Here’s how it works: When you update information in your accounting software, it automatically updates in Method — and vice versa.

The value of this feature is that your team always has the most up-to-date information at their disposal.

For emails,  use Method’s Email Campaigns app with reusable templates and performance analytics to better connect with your leads.

What makes Method an ideal solution for growth is the platform’s unlimited customization. You can personalize Method yourself, but there’s always customization expertise available to help you too.

Finally, Method:CRM automates a variety of tedious tasks to free up your schedule to generate more growth. From lead collection to payment processing, Method does the repetitive manual work for you.

Power your business with automation.

Comparing Insightly, HubSpot CRM, and Method:CRM

Now that you know what Insightly, HubSpot, and Method:CRM are all about, let’s dive deeper into their features, benefits, and limitations.

If you want to continue to explore your options, check out these other articles:

Insightly

Key features

  • Google and Office 365 integrations.
  • Lead routing to the right sales rep.
  • Excel import option.
  • Built-in project management tools.
  • Integrations with over 250 apps.

Primary benefits

  • Multiple ways to import your data for one source of truth.
  • Automatically convert won opportunities into projects.
  • Custom fields to store specific data.
  • The ability to schedule recurring reports.

Limitations

Insightly’s customization is limited, especially when it comes to reports and dashboards.

HubSpot CRM

Key features

  • An organized method to capture and segment leads.
  • Flexibility in organizing contacts.
  • Several options for support services.
  • A large app marketplace to create a single system.

Primary benefits

  • HubSpot academy to guide you through the CRM.
  • Popular third-party app integrations such as Outlook and Google Workspace.
  • Access to a team inbox for easy collaboration.
  • Free basic CRM option.

Limitations

The downside to HubSpot’s free plan is that you’re bound to outgrow its simple features. Prices for their paid plans are a dramatic increase that’s out of reach for many small businesses.

Method:CRM

Key features

  • Powerful QuickBooks and Xero two-way sync for constant, up-to-date data.
  • Lead gen forms to capture demand.
  • Online portal for customer convenience.
  • Unlimited customization to create your dream solution.
  • Native integrations with Gmail, Outlook, Mailchimp, Zapier, and more.

Primary benefits

  • Personalized reusable templates for consistent branding and efficiency.
  • Full customization capabilities, from transaction templates to reports.
  • Convert estimates into invoices with a few clicks.
  • Payment gateways and a self-service portal for an excellent customer experience.

Limitations

For now, you must be a QuickBooks or Xero user to use Method:CRM, and the solution is only available in English.

Insightly pricing

Insightly offers three subscription plans:

  • Plus: $29 per user per month.
  • Professional: $49 per user per month.
  • Enterprise: $99 per user per month.

Insightly offers a free plan, but it only allows two users and has limited features.

HubSpot CRM pricing

HubSpot CRM offers a free version of its CRM, with upgrades available as your company grows.

From there, their Starter plan starts at $45 per month billed monthly or $540 when billed annually. This plan includes their marketing, sales, and service hubs with 2 paid users.

However, the next plan, the Professional plan, is $1600 per month billed monthly or $19,200 billed annually. This plan gives you five paid users.

Beyond that, HubSpot sells its software by hub or in bundles, so prices vary based on your chosen hubs.

Method:CRM pricing

Method:CRM offers three subscription options:

  • Contact Management: $25 per user per month.
  • CRM Pro: $44 per user per month.
  • CRM Enterprise: $74 per user per month.

Method:CRM also offers a free free trial, and no credit card is required to get started.

Who should use Insightly?

Insightly is the best choice for first-time CRM users or those who want a strong project management tool to strengthen your workflows.

Who should use HubSpot CRM?

HubSpot is the right tool for small businesses looking to improve specific aspects of their business, whether that be sales, marketing, or customer service.

Who should use Method:CRM?

Method:CRM is the top choice for QuickBooks and Xero users looking to automate their workflows, and improve their customer service.

What’s more, Method:CRM is ideal for those wanting a solution that scales with their business.

Bottom line

With all of this new CRM knowledge in hand, you’re ready to proceed to the next step of choosing the right for you: Trying them out!

Start your free trial of Method:CRM.