⚡ 간단 평가:
- 가격: Insightly starts at $29/user/month. Nutshell CRM starts at $13 per user per month.
- 다음과 같은 경우에 가장 적합합니다: Insightly suits teams tying project management to customer relationship management. Nutshell CRM suits small businesses that want sales 오토메이션 저예산으로.
- 주요 차이점: Insightly ships projects, milestones and an opportunities dashboard inside the CRM. Nutshell CRM keeps the funnel simple and adds email marketing.
- 저희가 선택한 제품: 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 사업.
개요
This Insightly vs Nutshell CRM comparison covers pricing, core features and ease of use.
It also breaks down who each platform works best for.
우리의 작가 spent hands-on time with Nutshell CRM directly.
Notes on Insightly come from published documentation, pricing pages and G2 reviews.
결론적으로, 여러분은 어떤 CRM 소프트웨어가 팀에 가장 적합한지 알게 될 것입니다.
Insightly란 무엇인가요?
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.
🏆 수상자: Insightly
Insightly pairs contact management with real project delivery. It is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius.
Insightly 가격 책정
Insightly offers three tiers. Each one is priced per user.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 을 더한 | 사용자당 월 29달러 | CRM을 활용하여 소규모 영업팀을 구성해 보세요. |
| 전문적인 | 사용자당 월 49달러 | Teams needing dashboards and app integration |
| 기업 | 사용자당 월 99달러 | Full access to every feature and 심사 통나무 |
Pricing verified August 2026.
무료 체험: Yes. Insightly runs a free trial of the CRM so you can test records, 보고 and workflow automation before you pay.
환불 보장: None advertised. Plans are billed annually, so review the terms before you commit for a year.
📌 메모: 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.
⚠️ 경고: 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.
Insightly의 주요 이점
Insightly를 살펴볼 만한 이유는 다음과 같습니다.
- 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.
- 사용자 정의 가능한 파이프라인: Kanban views track each stage of sales. Custom fields let you customize records to match your process.
- AppConnect 연동: A low-code integration engine ships over 2,000 pre-built connectors. Google Workspace, Gmail and Outlook all connect.
- 부조종사 AI 어시스턴트: Copilot summarizes emails and speeds up data retrieval. It is one of the newer AI features in the platform.
- 보안 및 규정 준수: 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.
- 모바일 캡처: 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.
우리 팀이 발견한 점
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.
Insightly의 장점 및 단점
✅ 장점
- 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
❌ 단점
- 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 CRM이란 무엇인가요?
Nutshell CRM은 중소 규모의 B2B 영업팀을 위해 구축된 클라우드 기반 플랫폼입니다.
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.
CRM 가격 정보 요약
Nutshell CRM plans are sold per user. There are five tiers.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 기반 | 사용자당 월 13달러 | A single user testing basic contact management |
| 성장 | 사용자당 월 25달러 | Small teams adding sales automation |
| 찬성 | 사용자당 월 42달러 | 다양한 파이프라인 및 개인 이메일 시퀀스 |
| 사업 | 사용자당 월 59달러 | 전체 보고 도구 모음이 필요한 팀 |
| 기업 | 사용자당 월 79달러 | Larger teams needing an audit log and territories |
Pricing verified August 2026.
무료 체험: Yes. Nutshell offers a free 14-day trial for new users, so you can create a pipeline and view real deals before paying.
환불 보장: None advertised. Free data migration and free live support come with all plans instead.
📌 메모: 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.
⚠️ 경고: The jump from Foundation to Enterprise is six times the price. Confirm which tier unlocks the reporting suite you need before you commit.
Nutshell CRM의 주요 이점
Here is where Nutshell CRM earns its place:
- 학습 곡선이 짧습니다: Nutshell CRM is rated one of the friendlier CRM tools for B2B teams. Most users are productive within days.
- 시각적 파이프라인 관리: Drag-and-drop boards move deals through stages. Board, List, Map and Chart views cover different ways to read the funnel.
- 영업 자동화: Lead routing, follow-up notifications and email sequences run without manual work. That cuts time-wasting tasks for every person on the team.
- 잠재 고객 발굴: ProspectorIQ and VisitorIQ find new leads. VisitorIQ identifies companies visiting your site so you can respond faster.
- Broad Integration: It connects with Google Apps, 메일침프, 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.
- 모바일 앱: A mobile application covers both iOS and 기계적 인조 인간, 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.
우리 팀이 발견한 점
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:
CRM의 장점과 단점 요약
✅ 장점
- Starts at $13 per user per month
- Free data migration and live support on all plans
- 데이터 제한 없이 무제한 CRM 연락처를 이용할 수 있습니다.
- Email marketing included without paid add-ons
❌ 단점
- 자동화 기능은 HubSpot이나 그보다 발전 정도가 떨어집니다. 세일즈포스
- Email attachment handling needs work
- No true project management module
- Reporting suite sits behind the $59 tier
기능 비교
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.
| 특징 | 통찰력 있게 | CRM 요약 |
|---|---|---|
| 시작 가격 | 사용자당 월 29달러 | 사용자당 월 13달러 |
| 무료 체험 | ✅ | ✅ 14일 |
| 프로젝트 관리 | ✅ | ❌ |
| 워크플로 자동화 | ✅ | ✅ |
| 이메일 마케팅 기능 내장 | ❌ (별도 상품) | ✅ |
| 일체 포함 어시스턴트 | ✅ 부조종사 | ✅ |
| SOC 2, GDPR, HIPAA | ✅ | ❌ 명시되지 않음 |
| 무료 데이터 마이그레이션 | ❌ | ✅ |
| 모바일 앱 | ✅ | ✅ iOS 안드로이드 |
| 가장 적합한 대상 | Teams delivering projects | 소규모 B2B 영업팀 |
1. 핵심 CRM 및 연락처 관리
통찰력 있게: 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 개요: 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
통찰력 있게: 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 개요: 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. 프로젝트 관리 및 작업 관리
통찰력 있게: 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 개요: 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
통찰력 있게: 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 개요: 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.
⚠️ 경고: 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 기능
통찰력 있게: 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 개요: AI 도구 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
통찰력 있게: 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 개요: Analytics dashboards track performance and sales KPIs. AI 회의 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
통찰력 있게: 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 개요: 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. 통합
통찰력 있게: 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 개요: Native links cover Google Workspace, Microsoft 365, Slack, MailChimp and 젠데스크. Calendar sync and click-to-call are standard. Zapier adds over 5,000 more apps.
9. 지원 및 티켓팅
통찰력 있게: 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 개요: 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. 가격 및 비용
Here are both plan ladders side by side.
| 층 | 통찰력 있게 | CRM 요약 |
|---|---|---|
| 기입 | 추가 요금 — 사용자당 월 29달러 | 파운데이션 — 사용자당 월 13달러 |
| 성장 | ❌ | 성장형 모델 — 사용자당 월 25달러 |
| 중간 | 전문가용 — 사용자당 월 49달러 | 프로 버전 — 사용자당 월 42달러 |
| 상단 중간 | ❌ | 기업용 — 사용자당 월 59달러 |
| 맨 위 | 기업용 — 사용자당 월 99달러 | 기업용 — 사용자당 월 79달러 |
통찰력 있게: 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 개요: 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.
다양한 시나리오
| 필요하시면 | 선택하다 | 왜 |
|---|---|---|
| 최저 월 비용 | CRM 요약 | $16 less per user at entry |
| Projects after the sale | 통찰력 있게 | Milestones, tasks and Gantt charts |
| 내장형 이메일 마케팅 | CRM 요약 | No paid add-on required |
| HIPAA or GDPR duties | 통찰력 있게 | SOC 2 Type II 인증 획득 |
| Deep app connections | 통찰력 있게 | 2,000개 이상의 AppConnect 커넥터 |
| Fastest team adoption | CRM 요약 | Shortest learning curve |
💰 예산
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.
🔌 사용 중인 기술 스택
Both connect to Google Workspace and Microsoft tools. Insightly wins if you need a low-code integration layer across many internal systems.
📝 귀사의 영업 프로세스
Short transactional deals fit the Nutshell funnel well. Long deals that turn into delivery work fit Insightly better.
🎓 귀하의 경험 수준
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.
🆓 무료 체험 및 데모
Run both trials with the same ten leads. Compare how each platform handles your real records rather than a demo dataset.
🛟 지원 옵션
Nutshell CRM includes live chat and email help on every plan. Insightly sells a full service desk as a separate product.
전환 가이드
Already on one of these? Here is what changes if you move.
🔄 Switching from Insightly to Nutshell CRM?
✅ 얻게 될 이점:
- A lower bill at every comparable tier
- Email marketing bundled into the plan
- Free migration help and live chat support
❌ 잃게 될 것:
- Project management, milestones and Gantt charts
- The 2,000-connector AppConnect engine
- Stated SOC 2 Type II and HIPAA compliance
📋 전환 방법:
- 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?
✅ 얻게 될 이점:
- Projects, milestones and delivery timelines
- Copilot AI and deeper reporting
- A path into Insightly Marketing and Insightly Service
❌ 잃게 될 것:
- The $13 entry price and five-step plan ladder
- Bundled email campaigns and landing pages
- Free live support on the cheapest plan
📋 전환 방법:
- Export your contacts, deals and activity history
- Create an Insightly account and map your custom fields
- Import records, then build your first project pipeline
저희 리뷰에서 다루지 않은 내용
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.
최종 판결
| 범주 | 우승자 |
|---|---|
| 💰 가격 | CRM 요약 |
| 🚀 핵심 CRM 기능 | 통찰력 있게 |
| 📁 프로젝트 관리 | 통찰력 있게 |
| 📧 이메일 마케팅 | CRM 요약 |
| 📊 신고 | 통찰력 있게 |
| 👶 사용 편의성 | CRM 요약 |
| 🔌 통합 | 통찰력 있게 |
| 🏆 종합 우승 | 통찰력 있게 |
🏆 수상자: 인사이트리
Insightly가 7개 부문 중 4개 부문에서 수상했습니다.
다음과 같은 경우에 가장 적합합니다: 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 비교에서 더 많은 정보
Here is how Insightly measures up against other CRMs:
Insightly는 다음 항목에서 우위를 점합니다: native project delivery, per-seat cost at the mid tier, HIPAA compliance
HubSpot이 다음 분야에서 우위를 차지했습니다: free starting tier, marketing depth, larger partner marketplace
Insightly는 다음 항목에서 우위를 점합니다: simpler onboarding, cleaner data input, faster rollout
Zoho CRM이 다음 항목에서 우위를 차지했습니다: feature depth, cheaper top tier, wider first-party app suite
통찰력 vs 파이프드라이브
Insightly는 다음 항목에서 우위를 점합니다: project milestones, AppConnect breadth, service and ticketing path
Pipedrive는 다음 항목에서 승리했습니다: lower entry price, tighter deal-only focus, quicker pipeline setup
Insightly는 다음 항목에서 우위를 점합니다: setup speed, no admin headcount required, predictable per-user costs
Salesforce가 다음 분야에서 우위를 점했습니다: customization ceiling, reporting engine, network of certified partners
Nutshell CRM 비교
Weighing Nutshell CRM against other options? Start with the video, then the cards below.
Nutshell CRM의 장점: flat low pricing, free migration, no seat minimums
HubSpot이 다음 분야에서 우위를 차지했습니다: workflow branching, content tools, reporting customization
요약 CRM vs 킵
Nutshell CRM의 장점: entry price, faster setup, simpler daily screens
Keap은 계속해서 승리합니다: 오토메이션 건축업자, payments and invoicing depth, appointment tools
Nutshell CRM과 Freshales CRM 비교
Nutshell CRM의 장점: bundled email marketing, unlimited contacts, live support on all plans
Freshsales CRM이 다음 항목에서 우위를 차지했습니다: built-in phone, AI lead scoring, free starter plan
요약 CRM vs 캡슐 CRM
Nutshell CRM의 장점: lead discovery tools, pipeline views, campaign sending
Capsule CRM이 다음 항목에서 우위를 점합니다: free tier for tiny teams, lighter interface, simpler task board
자주 묻는 질문
Insightly는 무엇에 사용되나요?
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.
Insightly는 사용하기 쉬운가요?
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.
Nutshell은 좋은 CRM인가요?
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 서비스 이용료는 한 달에 얼마인가요?
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.
어떤 CRM 소프트웨어가 1위인가요?
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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