⚡ Veredicto rápido:
- Precios: Insightly starts at $29/user/month. Nutshell CRM starts at $13 per user per month.
- Ideal para: Insightly suits teams tying project management to customer relationship management. Nutshell CRM suits small businesses that want sales automatización con un presupuesto limitado
- Diferencia clave: Insightly ships projects, milestones and an opportunities dashboard inside the CRM. Nutshell CRM keeps the funnel simple and adds email marketing.
- Nuestra elección: 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 negocio.
Descripción general
This Insightly vs Nutshell CRM comparison covers pricing, core features and ease of use.
It also breaks down who each platform works best for.
Nuestro escritor spent hands-on time with Nutshell CRM directly.
Notes on Insightly come from published documentation, pricing pages and G2 reviews.
Al final, sabrás qué software CRM se adapta mejor a tu equipo.
¿Qué es 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.
🏆 Ganador: Insightly
Insightly pairs contact management with real project delivery. It is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius.
Precios de Insightly
Insightly offers three tiers. Each one is priced per user.
| Plan | Precio | Mejor para |
|---|---|---|
| Más | $29/usuario/mes | Pequeños equipos de ventas que comienzan con CRM |
| Profesional | $49/usuario/mes | Teams needing dashboards and app integration |
| Empresa | $99/usuario/mes | Full access to every feature and auditoría registro |
Pricing verified August 2026.
Prueba gratuita: Yes. Insightly runs a free trial of the CRM so you can test records, reportando and workflow automation before you pay.
Garantía de devolución de dinero: None advertised. Plans are billed annually, so review the terms before you commit for a year.
📌 Nota: 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.
⚠️ Advertencia: 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.
Principales ventajas de Insightly
Esto es lo que hace que valga la pena echar un vistazo a Insightly:
- 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.
- Pipelines personalizables: Kanban views track each stage of sales. Custom fields let you customize records to match your process.
- Integraciones de AppConnect: A low-code integration engine ships over 2,000 pre-built connectors. Google Workspace, Gmail and Outlook all connect.
- Copiloto Asistente de IA: Copilot summarizes emails and speeds up data retrieval. It is one of the newer AI features in the platform.
- Seguridad y cumplimiento: 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.
- Captura móvil: 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.
Lo que nuestro equipo observó
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.
Ventajas y desventajas de Insightly
✅ Ventajas
- 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
❌ Contras
- 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
¿Qué es Nutshell CRM?
Nutshell CRM es una plataforma basada en la nube diseñada para equipos de ventas B2B de tamaño pequeño a mediano.
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.
Precios de Nutshell CRM
Nutshell CRM plans are sold per user. There are five tiers.
| Plan | Precio | Mejor para |
|---|---|---|
| Base | $13/usuario/mes | A single user testing basic contact management |
| Crecimiento | $25/usuario/mes | Small teams adding sales automation |
| Pro | $42/usuario/mes | Múltiples flujos de trabajo y secuencias de correo electrónico personalizadas. |
| Negocio | $59/usuario/mes | Equipos que necesitan el conjunto completo de informes |
| Empresa | $79/usuario/mes | Larger teams needing an audit log and territories |
Pricing verified August 2026.
Prueba gratuita: Yes. Nutshell offers a free 14-day trial for new users, so you can create a pipeline and view real deals before paying.
Garantía de devolución de dinero: None advertised. Free data migration and free live support come with all plans instead.
📌 Nota: 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.
⚠️ Advertencia: The jump from Foundation to Enterprise is six times the price. Confirm which tier unlocks the reporting suite you need before you commit.
Principales ventajas de Nutshell CRM
Here is where Nutshell CRM earns its place:
- Curva de aprendizaje corta: Nutshell CRM is rated one of the friendlier CRM tools for B2B teams. Most users are productive within days.
- Gestión visual de tuberías: Drag-and-drop boards move deals through stages. Board, List, Map and Chart views cover different ways to read the funnel.
- Automatización de ventas: Lead routing, follow-up notifications and email sequences run without manual work. That cuts time-wasting tasks for every person on the team.
- Descubrimiento de clientes potenciales: 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.
- Aplicación móvil: A mobile application covers both iOS and Androide, 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.
Lo que nuestro equipo observó
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:
Ventajas y desventajas de un CRM en pocas palabras
✅ Ventajas
- Starts at $13 per user per month
- Free data migration and live support on all plans
- Contactos CRM ilimitados sin límites de datos.
- Email marketing included without paid add-ons
❌ Contras
- La automatización es menos avanzada que HubSpot o Fuerza de ventas
- Email attachment handling needs work
- No true project management module
- Reporting suite sits behind the $59 tier
Comparación de características
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.
| Característica | Perspicazmente | CRM en pocas palabras |
|---|---|---|
| Precio inicial | $29/usuario/mes | $13/usuario/mes |
| Prueba gratuita | ✅ | ✅ 14 días |
| Gestión de proyectos | ✅ | ❌ |
| Automatización del flujo de trabajo | ✅ | ✅ |
| Marketing por correo electrónico integrado | ❌ (producto aparte) | ✅ |
| AI Asistente | ✅ Copilot | ✅ |
| SOC 2, RGPD, HIPAA | ✅ | ❌ No especificado |
| Migración de datos gratuita | ❌ | ✅ |
| Aplicación móvil | ✅ | ✅ iOS y Android |
| Mejor para | Teams delivering projects | Pequeños equipos de ventas B2B |
1. CRM básico y gestión de contactos
Perspicazmente: 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.
CRM en pocas palabras: 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
Perspicazmente: 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.
CRM en pocas palabras: 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. Gestión de proyectos y gestión de tareas
Perspicazmente: 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.
CRM en pocas palabras: 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
Perspicazmente: 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.
CRM en pocas palabras: 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.
⚠️ Advertencia: 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. Funciones de IA
Perspicazmente: 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.
CRM en pocas palabras: herramientas de IA 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
Perspicazmente: 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.
CRM en pocas palabras: Analytics dashboards track performance and sales KPIs. AI reunión 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
Perspicazmente: 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.
CRM en pocas palabras: 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. Integraciones
Perspicazmente: 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.
CRM en pocas palabras: Native links cover Google Workspace, Microsoft 365, Slack, MailChimp and Zendesk. Calendar sync and click-to-call are standard. Zapier adds over 5,000 more apps.
9. Soporte y gestión de incidencias
Perspicazmente: 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.
CRM en pocas palabras: 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. Precios y costos
Here are both plan ladders side by side.
| Nivel | Perspicazmente | CRM en pocas palabras |
|---|---|---|
| Entrada | Además, 29 dólares por usuario al mes. | Fundación: 13 dólares por usuario al mes. |
| Crecimiento | ❌ | Crecimiento: 25 dólares por usuario al mes. |
| Medio | Profesional: 49 $/usuario/mes | Pro: 42 $/usuario/mes |
| Medio alto | ❌ | Negocios: 59 dólares por usuario al mes. |
| Arriba | Empresa: 99 dólares por usuario al mes. | Empresa: 79 dólares por usuario al mes. |
Perspicazmente: 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.
CRM en pocas palabras: 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.
Diferentes escenarios
| Si lo necesita | Elegir | Por qué |
|---|---|---|
| Coste mensual más bajo | CRM en pocas palabras | $16 less per user at entry |
| Projects after the sale | Perspicazmente | Milestones, tasks and Gantt charts |
| Marketing por correo electrónico integrado | CRM en pocas palabras | No paid add-on required |
| HIPAA or GDPR duties | Perspicazmente | Certificado SOC 2 Tipo II |
| Deep app connections | Perspicazmente | Más de 2000 conectores AppConnect |
| Fastest team adoption | CRM en pocas palabras | Shortest learning curve |
💰 Tu presupuesto
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.
🔌 Tu conjunto de tecnologías
Both connect to Google Workspace and Microsoft tools. Insightly wins if you need a low-code integration layer across many internal systems.
📝 Tu proceso de ventas
Short transactional deals fit the Nutshell funnel well. Long deals that turn into delivery work fit Insightly better.
🎓 Tu nivel de experiencia
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.
Pruebas y demostraciones gratuitas 🆓
Run both trials with the same ten leads. Compare how each platform handles your real records rather than a demo dataset.
🛟 Opciones de soporte
Nutshell CRM includes live chat and email help on every plan. Insightly sells a full service desk as a separate product.
Guía de cambio
Already on one of these? Here is what changes if you move.
🔄 Switching from Insightly to Nutshell CRM?
✅ Lo que ganarás:
- A lower bill at every comparable tier
- Email marketing bundled into the plan
- Free migration help and live chat support
❌ Lo que perderás:
- Project management, milestones and Gantt charts
- The 2,000-connector AppConnect engine
- Stated SOC 2 Type II and HIPAA compliance
📋 Cómo cambiar:
- 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?
✅ Lo que ganarás:
- Projects, milestones and delivery timelines
- Copilot AI and deeper reporting
- A path into Insightly Marketing and Insightly Service
❌ Lo que perderás:
- The $13 entry price and five-step plan ladder
- Bundled email campaigns and landing pages
- Free live support on the cheapest plan
📋 Cómo cambiar:
- Export your contacts, deals and activity history
- Create an Insightly account and map your custom fields
- Import records, then build your first project pipeline
Lo que nuestra reseña no cubrió
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.
Veredicto final
| Categoría | Ganador |
|---|---|
| 💰 Precios | CRM en pocas palabras |
| 🚀 Funcionalidades principales de CRM | Perspicazmente |
| 📁 Gestión de proyectos | Perspicazmente |
| 📧 Marketing por correo electrónico | CRM en pocas palabras |
| 📊 Informando | Perspicazmente |
| 👶 Facilidad de uso | CRM en pocas palabras |
| 🔌 Integraciones | Perspicazmente |
| 🏆 Ganador absoluto | Perspicazmente |
🏆 GANADOR: INSIGHTLY
Insightly gana en 4 de las 7 categorías.
Ideal para: 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.
Más de Insightly comparado
Here is how Insightly measures up against other CRMs:
Insightly gana en: native project delivery, per-seat cost at the mid tier, HIPAA compliance
HubSpot triunfa en: free starting tier, marketing depth, larger partner marketplace
Insightly gana en: simpler onboarding, cleaner data input, faster rollout
Zoho CRM gana en: feature depth, cheaper top tier, wider first-party app suite
Perspicacia vs. Pipedrive
Insightly gana en: project milestones, AppConnect breadth, service and ticketing path
Pipedrive gana en: lower entry price, tighter deal-only focus, quicker pipeline setup
Insightly gana en: setup speed, no admin headcount required, predictable per-user costs
Salesforce gana en: customization ceiling, reporting engine, network of certified partners
Más información sobre Nutshell CRM comparada
Weighing Nutshell CRM against other options? Start with the video, then the cards below.
CRM en pocas palabras frente a HubSpot
Nutshell CRM triunfa en: flat low pricing, free migration, no seat minimums
HubSpot triunfa en: workflow branching, content tools, reporting customization
CRM en resumen vs. Keap
Nutshell CRM triunfa en: entry price, faster setup, simpler daily screens
Sigue ganando: automatización constructor, payments and invoicing depth, appointment tools
CRM Nutshell frente a CRM Freshsales
Nutshell CRM triunfa en: bundled email marketing, unlimited contacts, live support on all plans
Freshsales CRM triunfa en: built-in phone, AI lead scoring, free starter plan
CRM en resumen vs. CRM de cápsula
Nutshell CRM triunfa en: lead discovery tools, pipeline views, campaign sending
Capsule CRM triunfa en: free tier for tiny teams, lighter interface, simpler task board
Preguntas frecuentes
¿Para qué se utiliza 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.
¿Es fácil de usar Insightly?
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.
¿Es Nutshell un buen CRM?
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.
¿Cuánto cuesta un CRM al mes?
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.
¿Cuál es el software CRM número 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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