Insightly vs Nutshell CRM: Which CRM Wins in 2025?

by | Last updated May 28, 2025

Winner
Insightly
9.0
  • Pipeline Management
  • Lead Tracking
  • Workflow Automation
  • Project Management
  • Insightly marketing
  • Free plan available
  • Paid Plans from $29/month
Runner Up
Nutshell CRM
7.0
  • Email & Calendar Sync
  • Pipeline Management
  • Team Collaboration
  • Sales Automation
  • Marketing Automation
  • Free plan available
  • Paid Plans from $13/month
Untitled design 12

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.

Insightly

Need a CRM that goes beyond sales with robust project management tools?

9out of 10

Pricing: It has a free plan. The premium plan starts at $29/month.

Key Features:

  • Workflow Automation.
  • No-Code Customization.
  • Comprehensive Reporting.
Nutshell CRM CTA

Ready to simplify your sales process? Nutshell, known for its ease of use.

7out of 10

Pricing: It has a free plan. The premium plan starts at $13/month.

Key Features:

  • Simplified Interface
  • Strong Email Marketing
  • Easy Pipeline Management.

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

Insightly
Insightly
9.0

Ready to streamline your business processes and build stronger relationships? Start your free trial of Insightly and see the difference!

Key Benefits

    • Boost Productivity: Improve project completion rates by 20%.
    • Increase Revenue: Track leads effectively and closes more deals.
    • Enhance Collaboration: Connect teams and improve communication.
    • Gain Valuable Insights: Get a deeper understanding of your customers.

Pricing

All the plans will be billed annually.

  • Plus: $29/user/month.
  • Professional: $49/user/month.
  • Enterprise: $99/user/month.
Insightly Pricing

Pros

  • Incredibly versatile platform.
  • Powerful automation features.
  • Excellent for agencies.
  • Integrates with popular business apps.
  • Integrates with many apps.

Cons

  • Email marketing features are limited.
  • Some features feel complex.
  • The mobile app is a separate add-on.
  • Steep learning curve for beginners.

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

Nutshell CRM CTA
Nutshell
7.0

Ready to boost your sales? Nutshell users report seeing a 20% increase in closed deals on average.

Key Benefits

  • Streamlined Sales Process: Nutshell emphasizes clear pipeline visualization. It helps you move deals forward.
  • Team Collaboration: Built-in tools support team selling. Everyone stays on the same page.
  • Reporting & Analytics: Gain insights into sales performance. Track key metrics easily.
  • Integration Options: Connect with other business tools. Extend Nutshell’s functionality.
  • Automation Features: Automate repetitive tasks. Save time and boost productivity.

Pricing

All the plans will be billed annually.

  • Foundation: $13/user/month.
  • Growth: $25/user/month.
  • Pro: $42/user/month.
  • Business: $59/user/month.
  • Enterprise: $79/user/month.
Nutshell CRM Pricing

Pros

  • Easy-to-use interface.
  • Excellent pipeline management.
  • Strong team collaboration tools.
  • Helpful sales reporting features.
  • Good integration options..

Cons

  • Can be expensive for small teams.
  • Limited customization options.
  • Mobile app could be improved.
  • Some features require higher tiers.

Feature Comparison

Let’s dive into the core features of Insightly and Nutshell CRM.

We’ll break down each aspect, showing you where each platform shines, so you can see which one truly fits your needs.

1. User-Friendly Interface and Ease of Use

Both platforms aim to be easy to use, but Insightly offers more customizable dashboards, which can be overwhelming for some small businesses.

Nutshell CRM is known for its more intuitive and user-friendly setup, making it quicker to get started.

2. Customer Service and Support

When it comes to customer service, Insightly provides various support channels, including email and phone.

Nutshell CRM also offers strong support, often praised in user reviews for its responsiveness and personal touch.

What is Insightly

3. Email Marketing Capabilities

For email marketing, Insightly has built-in features that allow you to create and send campaigns directly.

Nutshell CRM requires you to integrate with third-party email tools, which might add complexity but also flexibility.

4. Sales Forecasting and Reporting

Both CRMs offer robust forecasting tools.

Insightly provides detailed reports and analytics, while Nutshell CRM focuses on visual dashboards for quick insights.

5. Integration with Other Tools

To integrate with other business tools, both platforms offer APIs and pre-built integrations.

Insightly connects with a wider range of apps, while Nutshell CRM focuses on essential integrations that are most important for small businesses.

6. Customization Options

If you want to customize everything, Insightly is more powerful.

You can create custom fields, layouts, and workflows. Nutshell CRM also allows customization, but with a simpler approach.

Nutshell CRM Sales Automation

7. User Reviews and Feedback

Checking user reviews is important.

Insightly is often praised for its depth of features, while Nutshell CRM gets high marks for its simplicity and excellent customer service.

What to Look For When Choosing The Right CRM Tool?

  • Integration: Does it play well with your current tools? 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 Gohighlevel: Insightly combines CRM with project management, while GoHighLevel is a comprehensive platform for sales, marketing, and agency automation, offering broader tools for lead generation.
  • 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 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 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 Pipedrive: Nutshell CRM offers user-friendly contact management and sales automation, while Pipedrive is renowned for its highly visual and customizable sales pipeline.
  • 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 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.