⚡ حكم سريع:
- الأسعار: Insightly starts at $29/user/month. Nutshell CRM starts at $13 per user per month.
- الأفضل لـ: Insightly suits teams tying project management to customer relationship management. Nutshell CRM suits small businesses that want sales الأتمتة بميزانية محدودة.
- الفرق الرئيسي: Insightly ships projects, milestones and an opportunities dashboard inside the CRM. Nutshell CRM keeps the funnel simple and adds email marketing.
- اختيارنا: Insightly, rated 4.1 against 2.8, because it covers sales, service and delivery in one system.
Most CRM shoppers pick the wrong tool for a simple reason.
They compare feature lists instead of workflows.
Insightly and Nutshell CRM both track leads, contacts and deals.
But one is built for teams that deliver projects after the sale.
The other is built for small sales teams that want speed and a low monthly cost.
This comparison shows which one matches your عمل.
ملخص
This Insightly vs Nutshell CRM comparison covers pricing, core features and ease of use.
It also breaks down who each platform works best for.
ملكنا الكاتب spent hands-on time with Nutshell CRM directly.
Notes on Insightly come from published documentation, pricing pages and G2 reviews.
By the end, you will know which CRM software fits your team.
ما هو Insightly؟
Insightly is a cloud-based customer relationship management platform for growing companies.
Insightly CRM keeps all of your current and prospective customer data in one place to lift productivity.
Sales teams and marketing teams share the same records while tracking sales opportunities.
Managers use it to monitor employee work and progress across every project.
The same account also handles delivery through milestones and pipelines.
That link between the sales pipeline and project management is the main draw.
🏆 الفائز: Insightly
Insightly pairs contact management with real project delivery. It is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius.
تسعير دقيق
Insightly offers three tiers. Each one is priced per user.
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| زائد | 29 دولارًا أمريكيًا لكل مستخدم شهريًا | Small sales teams starting with CRM |
| احترافي | 49 دولارًا أمريكيًا/للمستخدم/شهريًا | Teams needing dashboards and app integration |
| مَشرُوع | 99 دولارًا أمريكيًا/للمستخدم/شهريًا | Full access to every feature and مراجعة سجل |
Pricing verified August 2026.
تجربة مجانية: Yes. Insightly runs a free trial of the CRM so you can test records, الإبلاغ and workflow automation before you pay.
ضمان استرداد الأموال: None advertised. Plans are billed annually, so review the terms before you commit for a year.
📌 ملحوظة: Insightly Marketing and Insightly Service are sold separately. These other Insightly products follow the same pricing structure as the CRM, so a full stack multiplies your monthly costs.
⚠️ تحذير: The Plus tier gives limited access to most features. The Professional tier caps dashboards and third-party app integration. Check the limits for your services before you choose a plan.
الفوائد الرئيسية لـ Insightly
Here is what makes Insightly worth a look:
- Projects Inside the CRM: Create projects, set milestones and assign tasks to any team member. Gantt chart visualizations were added in 2025 for timelines and dependencies.
- خطوط أنابيب قابلة للتخصيص: Kanban views track each stage of sales. Custom fields let you customize records to match your process.
- تكاملات AppConnect: A low-code integration engine ships over 2,000 pre-built connectors. Google Workspace, Gmail and Outlook all connect.
- مساعد الطيار مساعد الذكاء الاصطناعي: Copilot summarizes emails and speeds up data retrieval. It is one of the newer AI features in the platform.
- الأمن والامتثال: Insightly is compliant with SOC 2 Type II, GDPR and HIPAA. That security posture matters for regulated clients.
- Reporting and Dashboards: Reports and dashboards give visual insight into business performance. An opportunities dashboard shows deals by stage and owner.
- التقاط الصور عبر الهاتف المحمول: The platform runs in any web browser and on mobile. Add contacts on the go, scan a business card, and assign work from your phone.
ما لاحظه فريقنا
Note: We have not had extended hands-on time with Insightly yet. The notes above come from published documentation, the Insightly pricing page and G2 reviews. G2 reviews highlight fast setup and a short learning curve as the two reasons buyers pick it.
إيجابيات وسلبيات Insightly
✅ المزايا
- Links project management and CRM in one system
- Over 2,000 pre-built connectors through AppConnect
- Compliant with SOC 2 Type II, GDPR and HIPAA
- Fast rollout and easy data input
- Copilot AI summarizes emails and retrieves data
❌ سلبيات
- Enterprise tier costs almost double Zoho CRM
- Not as feature-deep as bigger CRM tools
- Lacks advanced options like custom workflows
- Marketing and Service cost extra per user
ما هو نظام إدارة علاقات العملاء (CRM) من ناتشيل؟
Nutshell CRM is a cloud-based platform built for small to mid-sized B2B sales teams.
It is an all-in-one tool for contact management, pipelines and email marketing.
The design goal is simplicity, so it skips the heavier features that slow teams down.
Nutshell comes standard with unlimited CRM contacts and no data limits.
You can import contacts from any source using a CSV file.
In 2025 it was named a top choice for small businesses that value ease of use.
🥈 Runner Up: Nutshell CRM
Nutshell CRM gives small teams a working funnel in days. Free data migration and free live support come with every plan.
أسعار إدارة علاقات العملاء باختصار
Nutshell CRM plans are sold per user. There are five tiers.
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| مؤسسة | 13 دولارًا أمريكيًا لكل مستخدم شهريًا | A single user testing basic contact management |
| نمو | 25 دولارًا أمريكيًا لكل مستخدم شهريًا | Small teams adding sales automation |
| محترف | 42 دولارًا أمريكيًا لكل مستخدم شهريًا | Multiple pipelines and personal email sequences |
| عمل | 59 دولارًا أمريكيًا/للمستخدم/شهريًا | Teams needing the full reporting suite |
| مَشرُوع | 79 دولارًا أمريكيًا/للمستخدم/شهريًا | Larger teams needing an audit log and territories |
Pricing verified August 2026.
تجربة مجانية: Yes. Nutshell offers a free 14-day trial for new users, so you can create a pipeline and view real deals before paying.
ضمان استرداد الأموال: None advertised. Free data migration and free live support come with all plans instead.
📌 ملحوظة: Marketing features like email marketing, landing pages and web forms are included rather than sold as paid add-ons. That keeps the real cost lower than the plan price suggests.
⚠️ تحذير: The jump from Foundation to Enterprise is six times the price. Confirm which tier unlocks the reporting suite you need before you commit.
الفوائد الرئيسية لنظام إدارة علاقات العملاء (CRM) من ناتشيل
Here is where Nutshell CRM earns its place:
- منحنى تعليمي قصير: Nutshell CRM is rated one of the friendlier CRM tools for B2B teams. Most users are productive within days.
- إدارة خطوط الأنابيب المرئية: Drag-and-drop boards move deals through stages. Board, List, Map and Chart views cover different ways to read the funnel.
- أتمتة المبيعات: Lead routing, follow-up notifications and email sequences run without manual work. That cuts time-wasting tasks for every person on the team.
- Lead Discovery: ProspectorIQ and VisitorIQ find new leads. VisitorIQ identifies companies visiting your site so you can respond faster.
- Broad Integration: It connects with Google Apps, MailChimp, Zendesk, Microsoft 365 and Slack, plus over 5,000 apps via Zapier.
- Free Support and Migration: Live chat and email support cover all customers. Priority support is there for enterprise clients.
- تطبيق الهاتف المحمول: A mobile application covers both iOS and أندرويد, and its functionality earns positive feedback. Calendar sync and click-to-call keep the day moving.
The graphic below sums up where the platform delivers the most value.
ما لاحظه فريقنا
Our writer signed up for Nutshell CRM and ran a small pipeline through it for several days. Here is what stood out from that hands-on time:
باختصار: مزايا وعيوب نظام إدارة علاقات العملاء
✅ المزايا
- Starts at $13 per user per month
- Free data migration and live support on all plans
- جهات اتصال غير محدودة في نظام إدارة علاقات العملاء (CRM) بدون قيود على البيانات
- Email marketing included without paid add-ons
❌ سلبيات
- Automation is less advanced than HubSpot or Salesforce
- Email attachment handling needs work
- No true project management module
- Reporting suite sits behind the $59 tier
مقارنة الميزات
Ready for a closer look at Insightly vs Nutshell CRM? We compare ten areas that decide most CRM purchases, from the sales funnel to support.
| ميزة | برؤية ثاقبة | نظام إدارة علاقات العملاء (CRM) باختصار |
|---|---|---|
| السعر المبدئي | 29 دولارًا أمريكيًا لكل مستخدم شهريًا | 13 دولارًا أمريكيًا لكل مستخدم شهريًا |
| تجربة مجانية | ✅ | ✅ 14 يومًا |
| إدارة المشاريع | ✅ | ❌ |
| أتمتة سير العمل | ✅ | ✅ |
| التسويق عبر البريد الإلكتروني مدمج | ❌ (منتج منفصل) | ✅ |
| الذكاء الاصطناعي مساعد | ✅ مساعد الطيار | ✅ |
| SOC 2, GDPR, HIPAA | ✅ | ❌ غير مذكور |
| Free Data Migration | ❌ | ✅ |
| تطبيق الهاتف المحمول | ✅ | ✅ نظام التشغيل iOS وأندرويد |
| الأفضل لـ | Teams delivering projects | فرق مبيعات صغيرة بين الشركات |
1. إدارة علاقات العملاء الأساسية وإدارة جهات الاتصال
نظرة ثاقبة: Contact management sits at the centre of the system. Every company, person and organization gets linked records, so you can track how a deal moved from first contact to signed work. Custom fields let you customize what each record stores.
نظام إدارة علاقات العملاء باختصار: Pipeline management runs on a visual drag-and-drop board. Board, List, Map and Chart views each show the same deals a different way. Unlimited contacts mean you never trim your database to fit a plan.
2. Sales Automation and Workflow Automation
نظرة ثاقبة: Workflow automation handles lead assignment and record updates. Documentation notes that advanced custom workflows are thinner than some rivals offer. Still, the basics automate enough to save sales teams real hours each week.
نظام إدارة علاقات العملاء باختصار: Sales automation covers lead routing and follow-up notifications. Web forms capture leads and add them to the funnel with no manual entry. G2 reviews highlight the routing rules as a reason small teams stay.
3. Project Management and Task Management
نظرة ثاقبة: This is the clearest gap between the two. You can manage projects with milestones and pipelines, assign tasks to a team member, and watch progress on shared timelines. Reminders, to-do lists and call logs round out task management.
نظام إدارة علاقات العملاء باختصار: There is no project module. Collaboration happens around deals through shared notes, @mentions and activity feeds. That works for a sales process but not for delivery after the close.
4. Email Templates and Sequences
نظرة ثاقبة: You can send tracked mail, save email templates and schedule emails from inside a record. Gmail and Outlook both sync. Bulk campaigns live in Insightly Marketing, which is a separate purchase.
نظام إدارة علاقات العملاء باختصار: Email marketing is built in. You create lists, send bulk email and run drip campaigns without an add-on. Personal email sequences unlock on the Pro plan, which is where most growing teams land.
⚠️ تحذير: If email campaigns matter to you, compare total costs carefully. Insightly Marketing is billed on top of the CRM, while Nutshell CRM folds campaigns into one plan.
5. ميزات الذكاء الاصطناعي
نظرة ثاقبة: Copilot is an AI-powered assistant that summarizes emails and speeds up data retrieval. Ask it for details on an account and it pulls the knowledge you need without hunting through records.
نظام إدارة علاقات العملاء باختصار: أدوات الذكاء الاصطناعي assist with revenue-driving tasks rather than general chat. The focus is on writing help and surfacing the next action on a deal.
6. Reporting, Dashboards and Meeting Notes
نظرة ثاقبة: Reports and dashboards give visual insight into business performance. An opportunities dashboard shows deals by stage, owner and close date. Managers can monitor team activity without asking for an update.
نظام إدارة علاقات العملاء باختصار: Analytics dashboards track performance and sales KPIs. AI مقابلة summarization gives you the ability to turn calls into written notes attached to the contact, so nothing depends on someone’s memory.
7. Organizations, Records and Quotes
نظرة ثاقبة: Organizations group contacts under a parent company, which helps when several buyers sit inside one account. Scan a business card on mobile and the details land in the right organization.
نظام إدارة علاقات العملاء باختصار: Quotes and invoices are generated from the deal record itself. For example, a rep can send a quote and update the stage in one pass instead of switching apps.
8. عمليات التكامل
نظرة ثاقبة: AppConnect is a low-code integration engine with over 2,000 pre-built connectors. Google Workspace, Gmail and Outlook connect out of the box. It also joins up neatly with other Insightly products.
نظام إدارة علاقات العملاء باختصار: Native links cover Google Workspace, Microsoft 365, Slack, MailChimp and زينديسك. Calendar sync and click-to-call are standard. Zapier adds over 5,000 more apps.
9. الدعم ونظام التذاكر
نظرة ثاقبة: Ticketing lives in Insightly Service, a separate product on the same pricing structure. Buy it and support agents work from the same customer records the sales side uses. Release notes land with every new version.
نظام إدارة علاقات العملاء باختصار: Free live support covers every plan through live chat and email. Enterprise customers get priority queues. Free data migration at signup is rare at this price.
10. التسعير والتكلفة
Here are both plan ladders side by side.
| المستوى | برؤية ثاقبة | نظام إدارة علاقات العملاء (CRM) باختصار |
|---|---|---|
| دخول | Plus — $29/user/month | مؤسسة - 13 دولارًا أمريكيًا/للمستخدم/شهريًا |
| نمو | ❌ | النمو - 25 دولارًا أمريكيًا لكل مستخدم شهريًا |
| منتصف | Professional — $49/user/month | النسخة الاحترافية - 42 دولارًا أمريكيًا/للمستخدم/شهريًا |
| الطبقة المتوسطة العليا | ❌ | للأعمال - 59 دولارًا أمريكيًا/للمستخدم/شهريًا |
| قمة | Enterprise — $99/user/month | للمؤسسات - 79 دولارًا أمريكيًا/للمستخدم/شهريًا |
نظرة ثاقبة: Pricing is competitive at the Plus and Professional tiers. The Enterprise tier at $99 is almost double what Zoho CRM charges for a similar level. You are paying for the project side as well as the CRM.
نظام إدارة علاقات العملاء باختصار: Five tiers give you more room to grow one step at a time. Foundation at $13 is the cheapest serious entry point here. Marketing features included in the plan improve the value further.
سيناريوهات مختلفة
| إذا كنت بحاجة إلى | يختار | لماذا |
|---|---|---|
| أقل تكلفة شهرية | نظام إدارة علاقات العملاء (CRM) باختصار | $16 less per user at entry |
| Projects after the sale | برؤية ثاقبة | Milestones, tasks and Gantt charts |
| التسويق عبر البريد الإلكتروني المدمج | نظام إدارة علاقات العملاء (CRM) باختصار | No paid add-on required |
| HIPAA or GDPR duties | برؤية ثاقبة | معتمد من النوع الثاني SOC 2 |
| Deep app connections | برؤية ثاقبة | أكثر من 2000 موصل AppConnect |
| Fastest team adoption | نظام إدارة علاقات العملاء (CRM) باختصار | Shortest learning curve |
💰 ميزانيتك
A five-person team pays $65 a month on Foundation or $145 on Plus. Over a year that gap funds a lot of other software.
🔌 مجموعة أدواتك التقنية
Both connect to Google Workspace and Microsoft tools. Insightly wins if you need a low-code integration layer across many internal systems.
📝 عملية البيع الخاصة بك
Short transactional deals fit the Nutshell funnel well. Long deals that turn into delivery work fit Insightly better.
🎓 مستوى خبرتك
Nutshell CRM has the shorter learning curve of the two. Insightly is still easier to pick up than Zoho CRM, though it is not as feature-deep.
🆓 تجارب وعروض توضيحية مجانية
Run both trials with the same ten leads. Compare how each platform handles your real records rather than a demo dataset.
🛟 خيارات الدعم
Nutshell CRM includes live chat and email help on every plan. Insightly sells a full service desk as a separate product.
دليل التبديل
Already on one of these? Here is what changes if you move.
🔄 Switching from Insightly to Nutshell CRM?
✅ ما ستجنيه:
- A lower bill at every comparable tier
- Email marketing bundled into the plan
- Free migration help and live chat support
❌ ما ستخسره:
- Project management, milestones and Gantt charts
- The 2,000-connector AppConnect engine
- Stated SOC 2 Type II and HIPAA compliance
📋 كيفية التبديل:
- Export contacts, companies and open opportunities to CSV
- Start the free 14-day trial and request migration help
- Rebuild your stages, then import the CSV file
🔄 Switching from Nutshell CRM to Insightly?
✅ ما ستجنيه:
- Projects, milestones and delivery timelines
- Copilot AI and deeper reporting
- A path into Insightly Marketing and Insightly Service
❌ ما ستخسره:
- The $13 entry price and five-step plan ladder
- Bundled email campaigns and landing pages
- Free live support on the cheapest plan
📋 كيفية التبديل:
- Export your contacts, deals and activity history
- Create an Insightly account and map your custom fields
- Import records, then build your first project pipeline
ما لم تتناوله مراجعتنا
This comparison focused on small and mid-sized B2B teams. We did not test enterprise rollouts, custom API work or how either tool behaves across large territories. Notes reflect the August 2026 version of each platform, and features may change after that date. If you manage 100 or more seats, your priorities will differ from what we covered here.
الحكم النهائي
| فئة | الفائز |
|---|---|
| 💰 الأسعار | نظام إدارة علاقات العملاء (CRM) باختصار |
| 🚀 الميزات الأساسية لنظام إدارة علاقات العملاء | برؤية ثاقبة |
| 📁 إدارة المشاريع | برؤية ثاقبة |
| 📧 التسويق عبر البريد الإلكتروني | نظام إدارة علاقات العملاء (CRM) باختصار |
| 📊 الإبلاغ | برؤية ثاقبة |
| 👶 سهولة الاستخدام | نظام إدارة علاقات العملاء (CRM) باختصار |
| 🔌 عمليات التكامل | برؤية ثاقبة |
| 🏆 الفائز الإجمالي | برؤية ثاقبة |
🏆 الفائز: إنسايتلي
Insightly wins 4 out of 7 categories.
الأفضل لـ: agencies, consultancies, and any business where a signed deal turns into a project.
These two products solve different halves of the same job. Insightly covers the whole arc from lead to delivered project. Nutshell CRM covers the sales half faster and cheaper.
Nutshell CRM is a strong pick for small businesses that live inside the funnel. Its 2.8 rating reflects thinner automation next to bigger rivals, not a broken product.
If you need customer relationship management and project management in one account, Insightly is the better buy at 4.1.
المزيد من المقارنات المتعمقة
Here is how Insightly measures up against other CRMs:
مقارنة بين Insightly و HubSpot
إنسايتلي يفوز في: native project delivery, per-seat cost at the mid tier, HIPAA compliance
تفوقت شركة HubSpot في: free starting tier, marketing depth, larger partner marketplace
مقارنة بين Insightly و Zoho CRM
إنسايتلي يفوز في: simpler onboarding, cleaner data input, faster rollout
يتفوق Zoho CRM في: feature depth, cheaper top tier, wider first-party app suite
نظرة ثاقبة مقابل محرك الأنابيب
إنسايتلي يفوز في: project milestones, AppConnect breadth, service and ticketing path
فاز فريق بايب درايف في: lower entry price, tighter deal-only focus, quicker pipeline setup
مقارنة بين Insightly و Salesforce
إنسايتلي يفوز في: setup speed, no admin headcount required, predictable per-user costs
تتفوق Salesforce في: customization ceiling, reporting engine, network of certified partners
المزيد من مقارنة نظام إدارة علاقات العملاء (CRM) باختصار
Weighing Nutshell CRM against other options? Start with the video, then the cards below.
مقارنة بين Nutshell CRM و HubSpot
تتفوق Nutshell CRM في: flat low pricing, free migration, no seat minimums
تفوقت شركة HubSpot في: workflow branching, content tools, reporting customization
نظام إدارة علاقات العملاء (CRM) باختصار مقابل كيب
تتفوق Nutshell CRM في: entry price, faster setup, simpler daily screens
فاز كيب في: الأتمتة مقاول بناء, payments and invoicing depth, appointment tools
مقارنة بين نظام إدارة علاقات العملاء Nutshell CRM ونظام إدارة علاقات العملاء Freshsales CRM
تتفوق Nutshell CRM في: bundled email marketing, unlimited contacts, live support on all plans
نظام إدارة علاقات العملاء Freshsales يفوز في: built-in phone, AI lead scoring, free starter plan
نظام إدارة علاقات العملاء (CRM) باختصار مقابل كبسولة CRM
تتفوق Nutshell CRM في: lead discovery tools, pipeline views, campaign sending
تتفوق شركة Capsule CRM في: free tier for tiny teams, lighter interface, simpler task board
الأسئلة الشائعة
ما هي استخدامات برنامج Insightly؟
It manages customer interactions, leads, sales opportunities and projects in one place. Teams track deals through pipelines, then run delivery work with milestones and assigned tasks.
هل برنامج Insightly سهل الاستخدام؟
Yes for most teams. The interface is easy to pick up and rollout is fast. It is simpler than Zoho CRM, though it trades away some feature depth.
هل نظام Nutshell نظام جيد لإدارة علاقات العملاء؟
It is a solid fit for small B2B sales teams that want low cost and quick adoption. Automation is thinner than HubSpot or Salesforce, which limits larger operations.
كم تبلغ تكلفة نظام إدارة علاقات العملاء (CRM) شهرياً؟
Entry tiers here run $13 to $29 per user per month. Mid tiers land near $42 to $49, and top tiers reach $79 to $99.
ما هو برنامج إدارة علاقات العملاء رقم 1؟
Salesforce leads the wider market by share. Between these two, Insightly takes our pick at 4.1 because it pairs the CRM with real project delivery.
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