Are you trying to pick the right CRM? It’s tough, right?
You want something that helps your business grow, but all these choices are confusing.
You’re probably tired of reading long reviews that don’t tell you what really matters.
We’re breaking down Insightly vs Nutshell CRM.
We’ll show you which one might be the best for you in 2025.
Let’s make this decision easier.
Overview
We’ve spent countless hours diving deep into both Insightly and Nutshell CRM.
Our team rigorously tested each platform, exploring every feature, from contact management to sales automation, to bring you a clear, hands-on comparison.
Need a CRM that goes beyond sales with robust project management tools? Insightly’s got you covered.
Pricing:Â It has a free trial. The premium plan starts at $29/month.
Key Features:
- Project Management
- Workflow Automation
- Relationship Linking
Nutshell CRM helps you automate sales and manage customer relationships site properly. Explore it!
Pricing:Â It has a free trial. The premium plan starts at $13/month.
Key Features:
- Contact management
- Sales automation
- Email marketing
What is Insightly?
Insightly is more than just a CRM. It blends sales with project management.
Imagine managing leads and projects in one place.
It’s built for businesses that need that combo.
They want to track customers and deliver projects smoothly.
Also, explore our favorite Insightly alternatives…
Our Take
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
Key Benefits
- Scalable for growth: Adapt the platform as your business expands.
- Project management features: Keep your projects organized and on track.
- Customizable dashboards and reports: Get the insights you need to make informed decisions.
- Integrations with popular apps: Connect with your favorite business tools.
Pricing
- Plus: $29/user/month.
- Professional: $49/user/month.
- Enterprise: $99/user/month.
Pros
Cons
What is Nutshell?
Nutshell CRM. It’s built for sales teams.
Focuses on pipeline management. It aims to simplify sales processes.
It makes it easy to track deals. Helps your team close more sales.
Also, explore our favorite Nutshell alternatives…
Our Take
Ditch the chaos and grow your business! Nutshell CRM helps you automate sales and manage customer relationships site properly. Try Nutshell CRM software free and see the difference!
Key Benefits
- Effortless contact management: Keep all your customer information organized in one place. Easily access contact details, communication history, and notes.
- Built-in email marketing: Send targeted email campaigns to your leads and customers. Nurture relationships and drive sales with automated email sequences.
- Sales automation: Streamline your sales process with automated workflows. Reduce manual tasks and focus on closing deals.
- Excellent customer support: Nutshell’s top-notch customer support team is known for being responsive and helpful.
Pricing
- Foundation: $13/user/month.
- Growth: $25/user/month.
- Pro: $42/user/month.
- Business: $59/user/month.
- Enterprise: $79/user/month.
Pros
Cons
Feature Comparison
This analysis evaluates two powerful crm software solutions: Insightly CRM, known for its unique blend of sales and task management.
Nutshell CRM, a highly-rated platform specializing in sales automation and robust pipeline visibility.
This comparison clarifies which crm solution is the better investment for nurturing client relationships versus optimizing the overall sales workflow.
1. Core Focus and System Type
- Insightly CRM: A versatile platform that blends customer relationship management with native project management features. Its focus is on providing marketing teams and sales teams with a unified view of the entire client lifecycle, making it a robust set of crm tools.
- Nutshell CRM: Designed as an all in one crm primarily for small businesses, offering a highly usable interface dedicated to sales pipeline management and relationship tracking. It aims for simplicity and speed.
2. Pipeline and Lead Management
- Insightly CRM: Offers robust sales pipeline management and sales opportunities tracking. Insightly offers strong lead routing features and assign tasks functionality based on pipeline stage.
- Nutshell CRM: Excels in visualizing the sales pipeline with drag-and-drop tools. Its core design prioritizes keeping single user or small business teams focused on closing deals using simple, effective contact management.
3. Reporting and Analytics
- Insightly CRM: Provides strong analytics across sales and marketing, giving marketing teams and sales leaders deep insights. It’s noted by reviews like pc magazine for its feature depth in this area.
- Nutshell CRM: Features a full reporting suite with reporting suite capabilities for sales performance and forecasts. Users can create custom fields and reports easily to maximize the value of their customer data.
4. Integration and Ecosystem
- Insightly CRM: Offers excellent integration with key platforms like google workspace and provides strong API access. It positions itself as modern crm teams love for integration flexibility.
- Nutshell CRM: Offers seamless integration, including calendar sync and essential connections. It works well with third-party tools but doesn’t have the extensive integrated marketing hub of platforms like HubSpot.
5. Automation and Workflow
- Insightly CRM: Features strong workflow automation to streamline follow-ups and repetitive administrative work, assisting both sales and marketing teams.
- Nutshell CRM: Provides effective sales automation and workflow tools, including personal email sequences and automation rules designed to keep the sales pipeline moving efficiently.
6. Usability and Learning Curve
- Insightly CRM: Has a slight learning curve due to its blend of project and CRM features but is praised for providing a powerful, full crm feature set, appealing to marketing teams who need both.
- Nutshell CRM: Highly regarded for its ease of use and intuitive interface, making it quick for a single user or small business to get started and manage their pipeline without extensive training.
7. Core Marketing Tools
- Insightly CRM: Insightly marketing is available as a powerful add-on module for managing campaigns, email delivery, and engagement tracking for sales opportunities.
- Nutshell CRM: While it offers email templates and sequencing for outreach, it relies more on integrated tools rather than an extensive, native marketing hub for large-scale marketing teams.
8. Support and Security
- Insightly CRM: The insightly service module provides dedicated customer support. Its overall reliability has been noted by external reviews, ensuring data integrity.
- Nutshell CRM: Offers free live support and prioritizes security, backing its claims with an audit log and transparent policies to build customer trust. The setup process from the browser is straightforward.
9. Feature Depth and Value
- Insightly CRM: Insightly offers a comprehensive blend of sales and project tools, providing strong value for teams that need to link their sales process to execution.
- Nutshell CRM: Offers excellent value, particularly with its simplified per user pricing model and full reporting suite, making it an affordable yet powerful option for the single user and small business market.
What to Look For in a CRM Tool?
- Integration: Does it play well with your current tools and site properly? Seamless connections save time and reduce errors.
- Scalability: Can it grow with your business? Choose a CRM that can adapts to your evolving needs.
- User-friendliness: Is it easy for your team to adopt? Simple interfaces encourage consistent use and faster training.
- Support: Does it offer reliable customer service? Quick help is crucial when issues arise.
- Reporting: Does it provide the insights you need? Data-driven decisions depend on accurate and accessible reports.
- Customization: Can you tailor it to fit with your specific workflows? Flexibility ensures that the CRM matches your unique business processes.
- Mobile Access: Is the mobile experience robust? On-the-go access keeps your team connected and productive.
- Security: Does it meet your data security requirements? Protecting sensitive information builds trust and ensures compliance.
Final Verdict
So, which one wins?
For most small businesses, Nutshell CRM is the better choice.
It’s just easier to use. You can get started fast. Plus, their customer service is really good.
Insightly has more features. But, it can be a bit much.
If you want something simple and user-friendly, go with Nutshell.
We’ve tried both, and we think Nutshell will help you grow without making things too complicated.
Trust us, we know what works.
More of Insightly
Here’s a brief comparison of Insightly with these software solutions:
- Insightly vs Pipedrive: Insightly focuses on CRM with integrated project management; Pipedrive specializes in visual sales pipeline management, often preferred by sales-centric teams.
- Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- Insightly vs Keap: Insightly offers a robust CRM with project tracking; Keap provides powerful marketing automation, email campaigns, and comprehensive sales features.
- Insightly vs ActiveCampaign: Insightly merges CRM with project management capabilities; ActiveCampaign excels in advanced marketing automation, email sequencing, and lead scoring.
- Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
- Insightly vs Clickfunnels: Insightly is a CRM with project management; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales processes.
- Insightly vs Folk: Insightly is a comprehensive CRM with project management capabilities; Folk is a more streamlined, collaborative contact management tool.
- Insightly vs Instantly: Insightly offers a robust CRM and project management solution; Instantly focuses on automated cold email outreach and lead generation.
- Insightly vs ClickUp: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
- Insightly vs Monday: Insightly combines CRM with project management; Monday CRM is a highly customizable work operating system, adaptable for various CRM needs.
- Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
- Insightly vs Freshsales: Insightly offers a robust CRM with project management; Freshsales CRM provides advanced sales automation, AI insights, and multichannel communication.
- Insightly vs Salesforce: Insightly is a comprehensive CRM with integrated project management; Salesforce is an enterprise-grade, highly customizable, and expansive CRM solution.
- Insightly vs Zendesk: Insightly is a CRM with project management features; Zendesk primarily focuses on customer support and service ticketing.
More of Nutshell CRM
Here’s a brief comparison of Nutshell CRM with these software solutions:
- Nutshell vs Pipedrive: It stands out for its visual pipeline management, while Nutshell focuses on user-friendliness and simplicity.
- Nutshell CRM vs GoHighLevel: Nutshell CRM is a sales-focused CRM that emphasizes ease of use and pipeline management, while GoHighLevel offers a broader suite of marketing, sales, and agency management tools.
- Nutshell CRM vs Keap: Nutshell CRM focuses on simplifying sales processes and collaboration; Keap provides advanced marketing automation and lead management features.
- Nutshell CRM vs ActiveCampaign: Nutshell CRM streamlines sales and contact tracking, while ActiveCampaign excels at sophisticated marketing automation, segmentation, and email campaigns.
- Nutshell CRM vs Hubspot: Nutshell CRM offers an intuitive interface for sales pipeline management and customer relationships, while HubSpot provides an extensive all-in-one platform for marketing, sales, and service.
- Nutshell CRM vs Clickfunnels: Nutshell CRM is a dedicated sales-focused CRM; ClickFunnels specializes in building sales funnels and landing pages to drive conversions.
- Nutshell CRM vs Folk: Nutshell CRM is a sales-focused CRM with robust reporting and pipeline management; Folk emphasizes collaborative contact organization and AI-powered enrichment.
- Nutshell CRM vs Instantly: Nutshell CRM focuses on managing sales pipelines and customer interactions, while Instantly is geared towards high-volume cold email outreach and lead generation.
- Nutshell CRM vs ClickUp: Nutshell CRM is a specialized tool for sales and customer relationship management, while ClickUp is a versatile work management platform that includes CRM functionalities.
- Nutshell CRM vs Monday CRM: Nutshell CRM provides a streamlined sales process with clear pipeline visualization; Monday CRM offers highly customizable visual workflows and strong team collaboration across various functions.
- Nutshell CRM vs Capsule CRM: Nutshell CRM focuses on intuitive sales pipeline management and automation; Capsule CRM is a simpler contact manager primarily for tracking sales opportunities.
- Nutshell CRM vs Insightly: Nutshell CRM emphasizes ease of use for small business sales teams; Insightly offers a more comprehensive CRM with additional project management capabilities.
- Nutshell CRM vs Freshsales CRM: Nutshell CRM provides an easy-to-use sales pipeline and team collaboration; Freshsales CRM includes AI-driven insights and broader sales force automation.
- Nutshell CRM vs Salesforce: Nutshell CRM offers a straightforward, affordable solution for small to mid-sized businesses; Salesforce is a highly scalable, feature-rich enterprise CRM.
Frequently Asked Questions
What is the main difference between Insightly and Nutshell CRM?
Insightly is a more comprehensive CRM with advanced features and customization options, suitable for larger businesses with complex needs. Nutshell CRM is simpler and more user-friendly, ideal for smaller businesses that prioritize ease of use and a quick setup.
How do the prices of Insightly and Nutshell CRM compare?
Both platforms offer tiered pricing based on features and user numbers. Generally, Insightly’s higher tiers can be more expensive, especially for larger teams. Nutshell CRM may offer more competitive pricing for smaller businesses.
Can these CRMs allow users to automate tasks?
Yes, both CRMs offer automation capabilities. Insightly provides more extensive workflow automation features, while Nutshell CRM offers basic automation options.
Which CRM is best for managing projects?
Insightly is better suited for project management due to its integrated project management features, including task management, timelines, and resource allocation. Nutshell CRM has limited project management capabilities.
How well do these CRMs integrate with other business tools?
Both platforms offer integrations with other business tools. Insightly boasts a wider range of integrations, while Nutshell CRM focuses on key integrations for essential tools like email and calendar.
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