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Insightly vs Nutshell CRM: Which CRM Wins in 2026?

par | Last updated Aug 7, 2026

Gagnant
Perspicace
4.1
  • SOC 2 Type II, GDPR & HIPAA
  • Plus de 2 000 connecteurs AppConnect
  • Copilot AI Email Summaries
  • Projects + CRM in One Tool
  • Diagrammes de Gantt ajoutés en 2025
  • Rated by PC Magazine & G2
  • Abonnements à partir de 29 $/utilisateur/mois
Finaliste
CRM en bref
2.8
  • Plans Start at $13/user/mo
  • Gratuit Données Migration incluse
  • Unlimited Contacts, No Caps
  • Vues Tableau, Liste, Carte et Graphique
  • Plus de 5 000 applications via Zapier
  • Essai gratuit de 14 jours
  • Abonnements à partir de 13 $/utilisateur/mois

⚡ Verdict rapide :

  • Tarification : Insightly starts at $29/user/month. Nutshell CRM starts at $13 per user per month.
  • Idéal pour : Insightly suits teams tying project management to customer relationship management. Nutshell CRM suits small businesses that want sales automation avec un budget limité.
  • Différence principale : Insightly ships projects, milestones and an opportunities dashboard inside the CRM. Nutshell CRM keeps the funnel simple and adds email marketing.
  • Notre choix : Insightly, rated 4.1 against 2.8, because it covers sales, service and delivery in one system.
Insightly vs Nutshell CRM Comparison

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 entreprise.

Aperçu

This Insightly vs Nutshell CRM comparison covers pricing, core features and ease of use.

It also breaks down who each platform works best for.

Notre écrivain spent hands-on time with Nutshell CRM directly.

Notes on Insightly come from published documentation, pricing pages and G2 reviews.

À la fin de cet article, vous saurez quel logiciel CRM convient le mieux à votre équipe.

Qu'est-ce qu'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.

Avis sur Insightly CRM : Mieux que prévu ?

🏆 Gagnant : Insightly

⭐ 4,1/5 | 💰 À partir de 29 $/utilisateur/mois

Insightly pairs contact management with real project delivery. It is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius.

Tarification éclairée

Insightly offers three tiers. Each one is priced per user.

PlanPrixIdéal pour
Plus29 $/utilisateur/moisPetites équipes commerciales débutant avec un CRM
Professionnel49 $/utilisateur/moisTeams needing dashboards and app integration
Entreprise99 $/utilisateur/moisFull access to every feature and audit enregistrer

Pricing verified August 2026.

Principaux avantages d'Insightly

Essai gratuit : Yes. Insightly runs a free trial of the CRM so you can test records, reportage and workflow automation before you pay.

Garantie de remboursement : None advertised. Plans are billed annually, so review the terms before you commit for a year.

📌 Note: 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.

⚠️ Avertissement: 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.

Principaux avantages d'Insightly

Voici ce qui rend Insightly digne d'intérêt :

  • 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 personnalisables : Kanban views track each stage of sales. Custom fields let you customize records to match your process.
  • Intégrations AppConnect : A low-code integration engine ships over 2,000 pre-built connectors. Google Workspace, Gmail and Outlook all connect.
  • Copilote Assistant IA: Copilot summarizes emails and speeds up data retrieval. It is one of the newer AI features in the platform.
  • Sécurité et conformité : 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.
  • Capture mobile : 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.
Page d'accueil perspicace

Ce que notre équipe a remarqué

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.

Points forts et points faibles d'Insightly

✅ Avantages
  • 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
❌ Inconvénients
  • 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

Qu'est-ce que Nutshell CRM ?

Nutshell CRM est une plateforme cloud conçue pour les petites et moyennes équipes commerciales B2B.

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.

Tutoriel Nutshell CRM 2026 | Comment utiliser Nutshell CRM

🥈 Runner Up: Nutshell CRM

⭐ 2,8/5 | 💰 À partir de 13 $/utilisateur/mois

Nutshell CRM gives small teams a working funnel in days. Free data migration and free live support come with every plan.

Tarification CRM en bref

Nutshell CRM plans are sold per user. There are five tiers.

PlanPrixIdéal pour
Fondation13 $/utilisateur/moisA single user testing basic contact management
Croissance25 $/utilisateur/moisSmall teams adding sales automation
Pro42 $/utilisateur/moisPlusieurs pipelines et séquences d'emails personnalisés
Entreprise59 $/utilisateur/moisLes équipes ayant besoin de la suite de reporting complète
Entreprise79 $/utilisateur/moisLarger teams needing an audit log and territories

Pricing verified August 2026.

Tarification CRM en bref

Essai gratuit : Yes. Nutshell offers a free 14-day trial for new users, so you can create a pipeline and view real deals before paying.

Garantie de remboursement : None advertised. Free data migration and free live support come with all plans instead.

📌 Note: 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.

⚠️ Avertissement: The jump from Foundation to Enterprise is six times the price. Confirm which tier unlocks the reporting suite you need before you commit.

Principaux avantages de Nutshell CRM

Here is where Nutshell CRM earns its place:

  • Courbe d'apprentissage courte : Nutshell CRM is rated one of the friendlier CRM tools for B2B teams. Most users are productive within days.
  • Gestion visuelle du pipeline : Drag-and-drop boards move deals through stages. Board, List, Map and Chart views cover different ways to read the funnel.
  • Automatisation des ventes : Lead routing, follow-up notifications and email sequences run without manual work. That cuts time-wasting tasks for every person on the team.
  • Découverte de prospects : 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.
  • Application mobile : A mobile application covers both iOS and Androïde, and its functionality earns positive feedback. Calendar sync and click-to-call keep the day moving.
Page d'accueil de Nutshell CRM

The graphic below sums up where the platform delivers the most value.

En bref, les principaux avantages du CRM

Ce que notre équipe a remarqué

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:

Expérience personnelle en matière de CRM en bref

Avantages et inconvénients du CRM en bref

✅ Avantages
  • Starts at $13 per user per month
  • Free data migration and live support on all plans
  • Contacts CRM illimités sans limite de données
  • Email marketing included without paid add-ons
❌ Inconvénients
  • L'automatisation est moins avancée que HubSpot ou Salesforce
  • Email attachment handling needs work
  • No true project management module
  • Reporting suite sits behind the $59 tier

Comparaison des fonctionnalités

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.

FonctionnalitéPerspicaceCRM en bref
Prix ​​initial29 $/utilisateur/mois13 $/utilisateur/mois
Essai gratuit✅ 14 jours
Gestion de projet
Automatisation des flux de travail
Marketing par e-mail intégré❌ (produit séparé)
IA Assistant✅ Copilot
SOC 2, RGPD, HIPAA❌ Non précisé
Migration de données gratuite
Application mobileiOS et Android
Idéal pourTeams delivering projectspetites équipes de vente B2B

1. Gestion de la relation client (CRM) et des contacts

Perspicace : 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.

Insightly CRM

CRM en bref : 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.

Gestion du pipeline CRM en bref

2. Sales Automation and Workflow Automation

Perspicace : 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 moderne et perspicace

CRM en bref : 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.

Automatisation des ventes CRM en bref

3. Gestion de projet et gestion des tâches

Perspicace : 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.

Gestion de projet perspicace

CRM en bref : 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.

Collaboration d'équipe CRM en bref

4. Email Templates and Sequences

Perspicace : 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.

Courriel perspicace

CRM en bref : 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.

Automatisation des e-mails CRM en bref

⚠️ Avertissement: 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. Fonctionnalités de l'IA

Perspicace : 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.

Automatisations IA perspicaces

CRM en bref : outils d'IA assist with revenue-driving tasks rather than general chat. The focus is on writing help and surfacing the next action on a deal.

Intelligence Artificielle CRM en bref

6. Reporting, Dashboards and Meeting Notes

Perspicace : 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.

Reportages perspicaces

CRM en bref : Analytics dashboards track performance and sales KPIs. AI réunion summarization gives you the ability to turn calls into written notes attached to the contact, so nothing depends on someone’s memory.

Résumé de réunion CRM IA en bref

7. Organizations, Records and Quotes

Perspicace : 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.

Organisations perspicaces

CRM en bref : 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.

Devis et factures CRM en bref

8. Intégrations

Perspicace : 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.

Intégrations transparentes et pertinentes

CRM en bref : 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.

Intégration utile de Nutshell CRM

9. Assistance et billetterie

Perspicace : 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.

Assistance et billetterie Insightly

CRM en bref : 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.

En bref, un CRM fiable pour le support client

10. Tarification et coût

Here are both plan ladders side by side.

ÉtagePerspicaceCRM en bref
EntréePlus — 29 $/utilisateur/moisFondation — 13 $/utilisateur/mois
CroissanceCroissance — 25 $/utilisateur/mois
MilieuProfessionnel — 49 $/utilisateur/moisPro — 42 $/utilisateur/mois
Haut du milieuEntreprise — 59 $/utilisateur/mois
HautEntreprise — 99 $/utilisateur/moisEntreprise — 79 $/utilisateur/mois

Perspicace : 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 bref : 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.

Différents scénarios

Si vous avez besoinChoisirPourquoi
coût mensuel le plus basCRM en bref$16 less per user at entry
Projects after the salePerspicaceMilestones, tasks and Gantt charts
Marketing par e-mail intégréCRM en brefNo paid add-on required
HIPAA or GDPR dutiesPerspicaceCertifié SOC 2 Type II
Deep app connectionsPerspicacePlus de 2 000 connecteurs AppConnect
Fastest team adoptionCRM en brefShortest learning curve

💰 Votre budget

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.

🔌 Votre pile technologique

Both connect to Google Workspace and Microsoft tools. Insightly wins if you need a low-code integration layer across many internal systems.

📝 Votre processus de vente

Short transactional deals fit the Nutshell funnel well. Long deals that turn into delivery work fit Insightly better.

🎓 Votre niveau d'expérience

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.

🆓 Essais et démos gratuits

Run both trials with the same ten leads. Compare how each platform handles your real records rather than a demo dataset.

🛟 Options d'assistance

Nutshell CRM includes live chat and email help on every plan. Insightly sells a full service desk as a separate product.

Guide de changement

Already on one of these? Here is what changes if you move.

🔄 Switching from Insightly to Nutshell CRM?

✅ Ce que vous y gagnerez :

  • A lower bill at every comparable tier
  • Email marketing bundled into the plan
  • Free migration help and live chat support

❌ Ce que vous perdrez :

  • Project management, milestones and Gantt charts
  • The 2,000-connector AppConnect engine
  • Stated SOC 2 Type II and HIPAA compliance

📋 Comment changer :

  1. Export contacts, companies and open opportunities to CSV
  2. Start the free 14-day trial and request migration help
  3. Rebuild your stages, then import the CSV file
🔄 Switching from Nutshell CRM to Insightly?

✅ Ce que vous y gagnerez :

  • Projects, milestones and delivery timelines
  • Copilot AI and deeper reporting
  • A path into Insightly Marketing and Insightly Service

❌ Ce que vous perdrez :

  • The $13 entry price and five-step plan ladder
  • Bundled email campaigns and landing pages
  • Free live support on the cheapest plan

📋 Comment changer :

  1. Export your contacts, deals and activity history
  2. Create an Insightly account and map your custom fields
  3. Import records, then build your first project pipeline

Ce que notre analyse n'a pas couvert

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.

Verdict final

CatégorieGagnant
💰 TarificationCRM en bref
🚀 Fonctionnalités CRM principalesPerspicace
📁 Gestion de projetPerspicace
📧 Marketing par e-mailCRM en bref
📊 SignalementPerspicace
👶 Facilité d'utilisationCRM en bref
🔌 IntégrationsPerspicace
🏆 Vainqueur toutes catégoriesPerspicace

🏆 GAGNANT : INSIGHTLY

Insightly remporte 4 catégories sur 7.

Idéal pour : 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.

Comparaison plus approfondie

Here is how Insightly measures up against other CRMs:

Insightly contre HubSpot

Insightly remporte des victoires sur : native project delivery, per-seat cost at the mid tier, HIPAA compliance

HubSpot l'emporte sur : free starting tier, marketing depth, larger partner marketplace

Insightly vs Zoho CRM

Insightly remporte des victoires sur : simpler onboarding, cleaner data input, faster rollout

Zoho CRM l'emporte sur : feature depth, cheaper top tier, wider first-party app suite

Perspicace vs Pipedrive

Insightly remporte des victoires sur : project milestones, AppConnect breadth, service and ticketing path

Pipedrive l'emporte sur : lower entry price, tighter deal-only focus, quicker pipeline setup

Insightly contre Salesforce

Insightly remporte des victoires sur : setup speed, no admin headcount required, predictable per-user costs

Salesforce l'emporte sur : customization ceiling, reporting engine, network of certified partners

Comparaison de Nutshell CRM

Weighing Nutshell CRM against other options? Start with the video, then the cards below.

Les meilleurs outils CRM pour vos besoins

Comparaison entre un CRM en bref et HubSpot

Nutshell CRM l'emporte sur : flat low pricing, free migration, no seat minimums

HubSpot l'emporte sur : workflow branching, content tools, reporting customization

CRM en bref vs Gardez

Nutshell CRM l'emporte sur : entry price, faster setup, simpler daily screens

Keap gagne sur : automation constructeur, payments and invoicing depth, appointment tools

Comparaison entre Nutshell CRM et Freshsales CRM

Nutshell CRM l'emporte sur : bundled email marketing, unlimited contacts, live support on all plans

Freshsales CRM remporte des succès sur : built-in phone, AI lead scoring, free starter plan

CRM en bref vs Capsule CRM

Nutshell CRM l'emporte sur : lead discovery tools, pipeline views, campaign sending

Capsule CRM l'emporte sur : free tier for tiny teams, lighter interface, simpler task board

Foire aux questions

À quoi sert 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.

Insightly est-il facile à utiliser ?

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.

Nutshell est-il un bon 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.

Combien coûte un logiciel CRM par mois ?

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.

Quel est le logiciel CRM numéro 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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