Hubspot x Insightly: Which AI CRM is the best?

AI has evolved beyond being just a feature; it's now the driving force behind more intelligent pipelines, quicker decision-making, and enhanced customer relationships.

With everything from predictive insights to automated workflows, CRM platforms now differentiate themselves by how thoroughly they integrate AI at every touchpoint.

While both Hubspot and Insightly offer intelligent sales assistance, their levels of AI sophistication, user-friendliness, and overall business impact differ significantly. For teams that prefer simplicity over cluttered interfaces, folk provides seamless AI integration, ensuring timely follow-ups and insightful analysis from calls and emails. It represents the most effective application of AI within a CRM.

Why Does AI Integration Matter?

AI revolutionizes CRMs, turning them from static databases into proactive sales assistants. Rather than waiting for representatives to sift through contacts or compose follow-up messages, AI automates essential tasks, predicts outcomes, and enriches data in real time.

• Faster decisions. AI identifies which leads to prioritize based on intent signals and deal momentum.
• Smarter outreach. Tools recommend message templates, optimal timing, and can even analyze tone or sentiment.
• Cleaner data. Say goodbye to manual entry; AI automatically fills in missing information and flags duplicates or obsolete records.
• Sales forecasting. Predictive models enable teams to identify pipeline risks before they arise.
• B2B data enrichment. AI instantly gathers company size, job titles, LinkedIn profiles, and contact information to complete lead records.
• AI-powered sequences. Personalized cold emails can be generated and scheduled automatically based on deal stage, persona, or interaction history.

When AI is deeply integrated into a CRM, sales representatives spend less time on administrative tasks and more time selling—this distinction sets apart a good CRM from one that truly drives revenue!

What is Hubspot?

HubSpot's Breeze AI suite integrates generative copilot tools across Marketing, Sales, and Service Hubs. Breeze Copilot can draft emails, social posts, and blog content in mere seconds, while Breeze Intelligence enhances predictive lead scoring, forecasting, and data enrichment—all within your CRM. With Agents for Content, Customer, and Social, routine tasks like note-taking, follow-ups, and report generation are automated. Plus, ChatSpot’s conversational interface allows you to query your database in plain English for immediate insights—no context switching required.

What is Insightly?

Insightly’s AI roadmap introduces generative assistance across marketing, sales, and service. In Marketing, the AI assistant crafts and refines email and landing-page copy, offering A/B-testing variations. Users of the CRM can generate AI-written email replies, summarize lengthy ticket threads, and describe calculated-field formulas in plain English to auto-generate code. On mobile, enhanced AI-powered business-card scanning improves accuracy and contact captures, making every aspect of your CRM feel more conversational and less cumbersome.

Feature comparison of Hubspot and Insightly

AI Follow-ups

HubSpot Copilot swiftly drafts your follow-up emails by leveraging context from recent calls, notes, and CRM records. You’ll receive suggested subject lines, engaging opening hooks, and compelling CTAs right within your sequence editor—simply adjust the tone and hit send. It also intelligently times your sends for optimal engagement, ensuring you never miss an opportunity. For more advanced needs, like “send this if the prospect doesn’t open,” you can incorporate Workflow AI Actions or a Zapier integration for multi-step logic.

Insightly’s AI Assistant monitors your activity feed and email threads for follow-up cues. When it identifies phrases such as “let’s touch base next week,” it recommends a task or draft reply complete with a subject line and introductory sentence. You can modify the timing and wording before finalizing. For conditional branches—for example, “if there’s no reply in three days, send a reminder”—you can connect these suggestions to Insightly’s Workflow Automation.

Automated Contact Enrichment

When a new lead arrives in your inbox, Breeze Intelligence instantly matches it against a database of over 200 million profiles, automatically filling in essential details like job title, company, phone number, and website—eliminating the need for manual imports. Your lists remain accurate, current, and ready for outreach. For specialized data such as technographics or funding rounds, you can easily integrate third-party enrichers like Clearbit through the App Marketplace. This hands-free data maintenance ensures you can focus on selling.

Upon creating a new lead record, Insightly’s AI-driven business card scanner, along with its integrated data partners, automatically retrieves profile information—name, title, company, email, phone number, and social links—from public sources. To enhance firmographics or technographics further, you can connect AppConnect enrichers like Seamless.AI or Clearbit, ensuring that every contact is updated in real-time.

Smart Fields

Simply instruct Copilot with “build a 5-step outreach for [your persona],” and it will generate a comprehensive sequence—complete with subject lines, body copy, and send cadences—specifically designed for the deal stage and engagement history. In just minutes, you’ll have ready-to-send templates that sound like your own writing. Insert them into Sales Hub, and let Workflow AI Actions automatically trigger next steps based on opens, clicks, or property changes. Experience full-funnel automation without the hassle of copywriting.

With Insightly, you can create dynamic layouts and dependent picklists, allowing forms to adapt based on existing data. For instance, if you already have a visitor’s email, the form will bypass that field and present new questions instead. In the background, you can map custom properties that synchronize with your AI Assistant, ensuring any missing information is automatically filled in through your enrichment connectors.

AI-Powered Message & Sequence Generation

Simply instruct Copilot to “create a 5-step outreach for [your persona],” and it will generate a complete sequence—subject lines, body copy, and sending cadences—customized to the deal stage and engagement history. In just minutes, you'll have ready-to-send templates that appear as if you crafted them yourself. Insert them into Sales Hub, and allow Workflow AI Actions to automatically trigger the next steps based on opens, clicks, or property changes. It's seamless full-funnel automation without the hassle of copywriting.

With Insightly’s AI Assistant, just provide a straightforward prompt—like “three-step outreach to marketing directors” or “post-demo follow-up”—and it will quickly draft comprehensive email sequences, including subject lines, body copy, and sending cadences. You can save these sequences as templates and deploy them through Campaigns or Workflow Automation, ensuring each step activates based on opens, clicks, or stage changes.

Next Best Action

Sales Hub’s AI-Guided Selling evaluates deal health, engagement signals, and win-pattern history to suggest your most impactful next step—be it a call reminder, a personalized content share, or a nudge on LinkedIn. These recommendations can be accessed directly in your sales workspace or integrated into your pipelines and workflows. The outcome? Sales reps always know precisely what to do next, eliminating uncertainty and enhancing their chances of success.

Similarly, Insightly’s predictive analytics engine assesses deal health, engagement signals, and historical win patterns to propose the highest-impact next step—whether that’s a call reminder, a personalized content share, or sending a proposal. These suggestions are displayed in your pipeline view or as task prompts, and they can be seamlessly embedded into workflows to support your team at every stage.

folk CRM: The Best AI CRM

folk serves as the sales assistant teams have always dreamed of, providing a straightforward, integrated, and proactive CRM that handles the busywork, allowing sales reps to concentrate on cultivating genuine relationships. With a 4.5/5 rating on G2, folk stands out as one of the most reliable AI-driven CRMs for lean teams.

Tailored for startups, agencies, and sales teams, folk makes AI both practical and user-friendly.

Extract Intel from Calls and Emails

Among Folk's standout features is its AI-driven call transcript analysis, which enables sales and investment teams to glean essential insights from recorded conversations. By integrating with dialers like Ringover and Aircall, or call recording tools such as Grain for Google Meet, users can seamlessly import transcripts into Folk. From there, they can utilize Magic Fields, a built-in AI function that allows for creating prompts to extract specific information from the transcript. For instance, sales teams can automatically obtain details such as contract value, number of users, decision-makers, budget, or next steps without needing to take manual notes. Investment teams can extract insights like founder backgrounds, fundraising stages, or what a startup is seeking. These fields are fully customizable: simply write a prompt, map it to the transcript, and let Folk's AI handle the rest. The outcome is a structured, searchable CRM enhanced with valuable data from your calls, streamlining follow-ups, qualifications, and reporting.

AI-Powered Follow-Up Reminders

folk's AI Follow-Up feature ensures that no opportunity goes unnoticed. Built directly into the platform, this intelligent assistant reviews your email conversations to determine when a follow-up is necessary. For example, if you posed a question in an email and the lead hasn't responded, Folk automatically recognizes the silence and reminds you to follow up at the appropriate time.

Furthermore, the feature can also work the other way around—bringing to light leads you may have overlooked or conversations that have cooled off. By analyzing past interactions, Folk assists you in prioritizing the right contacts to re-engage and advance deals. This intelligent, contextual follow-up system saves time, minimizes manual tracking, and boosts your chances of closing more deals.

A Summary of AI Features in folk CRM

• Suggested actions: Receive proactive reminders and AI recommendations based on recent activities or deal stages.
• Extract intel from calls: Use AI to pull next steps, decision-makers, budgets, and all necessary information.
• AI-generated messages: Save time with context-aware outreach suggestions tailored for each contact.
• Duplicate management: AI identifies duplicates and tidies up messy contact lists to keep your CRM organized.

folk starts at $20 per user per month, and offers a 14-day free trial with no credit card required!

Conclusion

In summary, HubSpot excels with its Breeze AI suite for marketing and sales automation, while Insightly focuses on generative assistance for email and contact management. Both CRMs leverage AI for smarter follow-ups and data enrichment. However, for teams seeking simplicity and robust integration, folk offers an intuitive platform that automates follow-ups, extracts insights from conversations, and enhances productivity without the clutter. With folk, you can prioritize relationship building while harnessing the full power of AI in your CRM.

Start your 14-day free trial or book a demo today.