

⚡ 簡単な評価:
- 価格: Insightly starts at $29/user/month. Nutshell CRM starts at $13 per user per month.
- 最適な用途: Insightly suits teams tying project management to customer relationship management. Nutshell CRM suits small businesses that want sales オートメーション 予算内で。
- 主な違い: Insightly ships projects, milestones and an opportunities dashboard inside the CRM. Nutshell CRM keeps the funnel simple and adds email marketing.
- 私たちのおすすめ: 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 仕事.
概要
This Insightly vs Nutshell CRM comparison covers pricing, core features and ease of use.
It also breaks down who each platform works best for.
私たちの 作家 spent hands-on time with Nutshell CRM directly.
Notes on Insightly come from published documentation, pricing pages and G2 reviews.
最終的には、あなたのチームに最適なCRMソフトウェアがどれか分かるでしょう。
Insightly とは何ですか?
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.

🏆 受賞者:Insightly
Insightly pairs contact management with real project delivery. It is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius.
Insightlyの価格
Insightly offers three tiers. Each one is priced per user.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| プラス | 1ユーザーあたり月額29ドル | CRM から始める小規模な営業チーム |
| プロ | 1ユーザーあたり月額49ドル | Teams needing dashboards and app integration |
| 企業 | 1ユーザーあたり月額99ドル | Full access to every feature and 監査 ログ |
Pricing verified August 2026.

無料トライアル: Yes. Insightly runs a free trial of the CRM so you can test records, 報告 and workflow automation before you pay.
返金保証: None advertised. Plans are billed annually, so review the terms before you commit for a year.
📌 注記: 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.
⚠️ 警告: 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.
Insightlyの主なメリット
Insightlyが注目に値する理由は以下のとおりです。
- 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.
- カスタマイズ可能なパイプライン: Kanban views track each stage of sales. Custom fields let you customize records to match your process.
- AppConnect連携機能: A low-code integration engine ships over 2,000 pre-built connectors. Google Workspace, Gmail and Outlook all connect.
- 副操縦士 AIアシスタント: Copilot summarizes emails and speeds up data retrieval. It is one of the newer AI features in the platform.
- セキュリティとコンプライアンス: 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.
- モバイルキャプチャ: 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.

私たちのチームが気づいたこと
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.
Insightlyの長所と短所
✅ メリット
- 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
❌ デメリット
- 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
Nutshell CRM とは何ですか?
Nutshell CRMは、中小規模のB2B営業チーム向けに構築されたクラウドベースのプラットフォームです。
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.
Nutshell CRMの価格
Nutshell CRM plans are sold per user. There are five tiers.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 財団 | 1ユーザーあたり月額13ドル | A single user testing basic contact management |
| 成長 | 1ユーザーあたり月額25ドル | Small teams adding sales automation |
| プロ | 1ユーザーあたり月額42ドル | 複数のパイプラインと個人用メールシーケンス |
| 仕事 | 1ユーザーあたり月額59ドル | 完全なレポート機能を必要とするチーム |
| 企業 | 1ユーザーあたり月額79ドル | Larger teams needing an audit log and territories |
Pricing verified August 2026.

無料トライアル: Yes. Nutshell offers a free 14-day trial for new users, so you can create a pipeline and view real deals before paying.
返金保証: None advertised. Free data migration and free live support come with all plans instead.
📌 注記: 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.
⚠️ 警告: The jump from Foundation to Enterprise is six times the price. Confirm which tier unlocks the reporting suite you need before you commit.
Nutshell CRMの主なメリット
Here is where Nutshell CRM earns its place:
- 習得期間が短い: Nutshell CRM is rated one of the friendlier CRM tools for B2B teams. Most users are productive within days.
- ビジュアルパイプライン管理: Drag-and-drop boards move deals through stages. Board, List, Map and Chart views cover different ways to read the funnel.
- セールスオートメーション: Lead routing, follow-up notifications and email sequences run without manual work. That cuts time-wasting tasks for every person on the team.
- リードの発見: ProspectorIQ and VisitorIQ find new leads. VisitorIQ identifies companies visiting your site so you can respond faster.
- Broad Integration: It connects with Google Apps, メールチンプ, 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.
- モバイルアプリ: A mobile application covers both iOS and アンドロイド, 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.

私たちのチームが気づいたこと
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:

CRMのメリットとデメリットをまとめると以下の通りです。
✅ メリット
- Starts at $13 per user per month
- Free data migration and live support on all plans
- データ制限なしの無制限CRM連絡先
- Email marketing included without paid add-ons
❌ デメリット
- 自動化はHubSpotよりも高度ではない、または セールスフォース
- Email attachment handling needs work
- No true project management module
- Reporting suite sits behind the $59 tier
機能比較
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.
| 特徴 | 洞察力のある | ナッツシェルCRM |
|---|---|---|
| 開始価格 | 1ユーザーあたり月額29ドル | 1ユーザーあたり月額13ドル |
| 無料トライアル | ✅ | ✅ 14日間 |
| プロジェクト管理 | ✅ | ❌ |
| ワークフロー自動化 | ✅ | ✅ |
| メールマーケティング機能が組み込まれています | ❌(別商品) | ✅ |
| 人工知能 アシスタント | ✅ 副操縦士 | ✅ |
| SOC 2、GDPR、HIPAA | ✅ | ❌記載なし |
| 無料データ移行 | ❌ | ✅ |
| モバイルアプリ | ✅ | ✅ iOS とAndroid |
| 最適な用途 | Teams delivering projects | 小規模なB2B営業チーム |
1. コアCRMと顧客管理
洞察力: 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.

ナッツシェルCRM: 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
洞察力: 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.

ナッツシェルCRM: 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. プロジェクト管理とタスク管理
洞察力: 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.

ナッツシェルCRM: 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
洞察力: 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.

ナッツシェルCRM: 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.

⚠️ 警告: 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. AI機能
洞察力: 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.

ナッツシェルCRM: AIツール 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
洞察力: 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.

ナッツシェルCRM: Analytics dashboards track performance and sales KPIs. AI ミーティング 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
洞察力: 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.

ナッツシェルCRM: 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. 統合
洞察力: 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.

ナッツシェルCRM: Native links cover Google Workspace, Microsoft 365, Slack, MailChimp and ゼンデスク. Calendar sync and click-to-call are standard. Zapier adds over 5,000 more apps.

9. サポートとチケット発行
洞察力: 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.

ナッツシェルCRM: 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. 価格設定とコスト
Here are both plan ladders side by side.
| ティア | 洞察力のある | ナッツシェルCRM |
|---|---|---|
| エントリ | プラス — 月額29ドル/ユーザー | ファウンデーション — 月額13ドル/ユーザー |
| 成長 | ❌ | 成長 — ユーザー1人あたり月額25ドル |
| 中 | プロフェッショナルプラン — 月額49ドル/ユーザー | プロ版 — 月額42ドル/ユーザー |
| 中位上位 | ❌ | ビジネスプラン — 月額59ドル/ユーザー |
| トップ | エンタープライズ版 — 月額99ドル/ユーザー | エンタープライズ版 — 月額79ドル/ユーザー |
洞察力: 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.
ナッツシェルCRM: 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.
さまざまなシナリオ
| 必要な場合は | 選ぶ | なぜ |
|---|---|---|
| 最低月額料金 | ナッツシェルCRM | $16 less per user at entry |
| Projects after the sale | 洞察力のある | Milestones, tasks and Gantt charts |
| 組み込みのメールマーケティング | ナッツシェルCRM | No paid add-on required |
| HIPAA or GDPR duties | 洞察力のある | SOC 2 Type II認証取得済み |
| Deep app connections | 洞察力のある | 2,000以上のAppConnectコネクタ |
| Fastest team adoption | ナッツシェルCRM | Shortest learning curve |
💰 あなたの予算
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.
🔌 あなたの技術スタック
Both connect to Google Workspace and Microsoft tools. Insightly wins if you need a low-code integration layer across many internal systems.
📝 販売プロセス
Short transactional deals fit the Nutshell funnel well. Long deals that turn into delivery work fit Insightly better.
🎓 あなたの経験レベル
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.
🆓 無料トライアルとデモ
Run both trials with the same ten leads. Compare how each platform handles your real records rather than a demo dataset.
🛟 サポートオプション
Nutshell CRM includes live chat and email help on every plan. Insightly sells a full service desk as a separate product.
切り替えガイド
Already on one of these? Here is what changes if you move.
🔄 Switching from Insightly to Nutshell CRM?
✅ 得られるもの:
- A lower bill at every comparable tier
- Email marketing bundled into the plan
- Free migration help and live chat support
❌ 失うもの:
- Project management, milestones and Gantt charts
- The 2,000-connector AppConnect engine
- Stated SOC 2 Type II and HIPAA compliance
📋切り替え方法:
- 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?
✅ 得られるもの:
- Projects, milestones and delivery timelines
- Copilot AI and deeper reporting
- A path into Insightly Marketing and Insightly Service
❌ 失うもの:
- The $13 entry price and five-step plan ladder
- Bundled email campaigns and landing pages
- Free live support on the cheapest plan
📋切り替え方法:
- Export your contacts, deals and activity history
- Create an Insightly account and map your custom fields
- Import records, then build your first project pipeline
私たちのレビューで取り上げられなかったこと
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.
最終評決
| カテゴリ | 勝者 |
|---|---|
| 💰価格 | ナッツシェルCRM |
| 🚀 コアCRM機能 | 洞察力のある |
| 📁 プロジェクト管理 | 洞察力のある |
| 📧 メールマーケティング | ナッツシェルCRM |
| 📊 報道 | 洞察力のある |
| 👶 使いやすさ | ナッツシェルCRM |
| 🔌 連携機能 | 洞察力のある |
| 🏆総合優勝 | 洞察力のある |
🏆 受賞者:インサイトリー
Insightlyは7部門中4部門で受賞した。
最適な用途: 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.
Insightly Comparedのその他の記事
Here is how Insightly measures up against other CRMs:
Insightlyが勝利した点: native project delivery, per-seat cost at the mid tier, HIPAA compliance
HubSpotが優れている点: free starting tier, marketing depth, larger partner marketplace
Insightlyが勝利した点: simpler onboarding, cleaner data input, faster rollout
Zoho CRMが優れている点: feature depth, cheaper top tier, wider first-party app suite
インサイトリー対 パイプドライブ
Insightlyが勝利した点: project milestones, AppConnect breadth, service and ticketing path
Pipedriveが勝利した点: lower entry price, tighter deal-only focus, quicker pipeline setup
Insightlyが勝利した点: setup speed, no admin headcount required, predictable per-user costs
Salesforceが優れている点: customization ceiling, reporting engine, network of certified partners
Nutshell CRMの比較をもっと見る
Weighing Nutshell CRM against other options? Start with the video, then the cards below.
Nutshell CRMが優れている点: flat low pricing, free migration, no seat minimums
HubSpotが優れている点: workflow branching, content tools, reporting customization
要するにCRM対 キープ
Nutshell CRMが優れている点: entry price, faster setup, simpler daily screens
キープの勝利条件: オートメーション ビルダー, payments and invoicing depth, appointment tools
Nutshell CRMとFreshsales CRMの比較
Nutshell CRMが優れている点: bundled email marketing, unlimited contacts, live support on all plans
Freshsales CRMが優れている点: built-in phone, AI lead scoring, free starter plan
要するにCRM対 カプセルCRM
Nutshell CRMが優れている点: lead discovery tools, pipeline views, campaign sending
Capsule CRMが優れている点: free tier for tiny teams, lighter interface, simpler task board
よくある質問
Insightlyは何に使われますか?
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 は使いやすいですか?
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は優れたCRMですか?
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.
CRMの月額料金はいくらですか?
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.
一番人気のCRMソフトウェアはどれですか?
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.













