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Insightly vs Nutshell CRM: Which CRM Wins in 2026?

utworzone przez | Last updated Aug 7, 2026

Zwycięzca
Wnikliwie
4.1
  • SOC 2 Type II, GDPR & HIPAA
  • Ponad 2000 łączników AppConnect
  • Copilot AI Email Summaries
  • Projects + CRM in One Tool
  • Wykresy Gantta dodane w 2025 r.
  • Rated by PC Magazine & G2
  • Plany od 29 USD/użytkownika/miesiąc
Wicemistrz
Nutshell CRM
2.8
  • Plans Start at $13/user/mo
  • Bezpłatny Dane Migracja wliczona
  • Unlimited Contacts, No Caps
  • Widoki tablicy, listy, mapy i wykresu
  • Ponad 5000 aplikacji za pośrednictwem Zapier
  • Bezpłatny 14-dniowy okres próbny
  • Plany od 13 USD/użytkownika/miesiąc

⚡ Szybki werdykt:

  • Wycena: Insightly starts at $29/user/month. Nutshell CRM starts at $13 per user per month.
  • Najlepiej dla: Insightly suits teams tying project management to customer relationship management. Nutshell CRM suits small businesses that want sales automatyzacja przy ograniczonym budżecie.
  • Kluczowa różnica: Insightly ships projects, milestones and an opportunities dashboard inside the CRM. Nutshell CRM keeps the funnel simple and adds email marketing.
  • Nasz wybór: 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 biznes.

Przegląd

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

It also breaks down who each platform works best for.

Nasz pisarz spent hands-on time with Nutshell CRM directly.

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

Na koniec będziesz wiedział, które oprogramowanie CRM jest najlepsze dla Twojego zespołu.

Czym jest 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.

Recenzja Insightly CRM: Lepsze niż się spodziewałem?

🏆 Zwycięzca: Insightly

⭐ 4,1/5 | 💰 Od 29 USD/użytkownika/miesiąc

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

Cennik Insightly

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

PlanCenaNajlepsze dla
Plus29 USD/użytkownik/miesiącMałe zespoły sprzedaży zaczynające od CRM
Profesjonalny49 USD/użytkownik/miesiącTeams needing dashboards and app integration
Przedsiębiorstwo99 USD/użytkownik/miesiącFull access to every feature and rewizja dziennik

Pricing verified August 2026.

Najważniejsze korzyści Insightly

Bezpłatny okres próbny: Yes. Insightly runs a free trial of the CRM so you can test records, raportowanie and workflow automation before you pay.

Gwarancja zwrotu pieniędzy: None advertised. Plans are billed annually, so review the terms before you commit for a year.

📌 Notatka: 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.

⚠️ Ostrzeżenie: 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.

Kluczowe korzyści z Insightly

Oto dlaczego warto zainteresować się Insightly:

  • 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.
  • Możliwość dostosowania rurociągów: Kanban views track each stage of sales. Custom fields let you customize records to match your process.
  • Integracje AppConnect: A low-code integration engine ships over 2,000 pre-built connectors. Google Workspace, Gmail and Outlook all connect.
  • Drugi pilot Asystent AI: Copilot summarizes emails and speeds up data retrieval. It is one of the newer AI features in the platform.
  • Bezpieczeństwo i zgodność: 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.
  • Przechwytywanie mobilne: 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.
Strona główna Insightly

Co zauważył nasz zespół

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.

Zalety i wady Insightly

✅ Zalety
  • 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
❌ Wady
  • 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

Czym jest Nutshell CRM?

Nutshell CRM to oparta na chmurze platforma przeznaczona dla małych i średnich zespołów sprzedaży 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.

Samouczek Nutshell CRM 2026 | Jak korzystać z Nutshell CRM

🥈 Runner Up: Nutshell CRM

⭐ 2,8/5 | 💰 Od 13 USD/użytkownika/miesiąc

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

Cennik Nutshell CRM

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

PlanCenaNajlepsze dla
Fundacja13 USD/użytkownik/miesiącA single user testing basic contact management
Wzrost25 USD/użytkownik/miesiącSmall teams adding sales automation
Zawodowiec42 USD/użytkownik/miesiącWiele kanałów i osobiste sekwencje wiadomości e-mail
Biznes59 USD/użytkownik/miesiącZespoły potrzebujące pełnego zestawu narzędzi do raportowania
Przedsiębiorstwo79 USD/użytkownik/miesiącLarger teams needing an audit log and territories

Pricing verified August 2026.

Cennik Nutshell CRM

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

Gwarancja zwrotu pieniędzy: None advertised. Free data migration and free live support come with all plans instead.

📌 Notatka: 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.

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

Kluczowe korzyści Nutshell CRM

Here is where Nutshell CRM earns its place:

  • Krótka krzywa uczenia się: Nutshell CRM is rated one of the friendlier CRM tools for B2B teams. Most users are productive within days.
  • Wizualne zarządzanie rurociągami: Drag-and-drop boards move deals through stages. Board, List, Map and Chart views cover different ways to read the funnel.
  • Automatyzacja sprzedaży: Lead routing, follow-up notifications and email sequences run without manual work. That cuts time-wasting tasks for every person on the team.
  • Odkrycie ołowiu: 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.
  • Aplikacja mobilna: A mobile application covers both iOS and Android, and its functionality earns positive feedback. Calendar sync and click-to-call keep the day moving.
Strona główna Nutshell CRM

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

Najważniejsze korzyści Nutshell CRM

Co zauważył nasz zespół

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:

Doświadczenie osobiste w Nutshell CRM

Zalety i wady Nutshell CRM

✅ Zalety
  • Starts at $13 per user per month
  • Free data migration and live support on all plans
  • Nieograniczona liczba kontaktów CRM bez limitów danych
  • Email marketing included without paid add-ons
❌ Wady
  • Automatyzacja jest mniej zaawansowana niż HubSpot lub Salesforce
  • Email attachment handling needs work
  • No true project management module
  • Reporting suite sits behind the $59 tier

Porównanie funkcji

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.

FunkcjaWnikliwieNutshell CRM
Cena wywoławcza29 USD/użytkownik/miesiąc13 USD/użytkownik/miesiąc
Bezpłatny okres próbny✅ 14 dni
Zarządzanie projektami
Automatyzacja przepływu pracy
Wbudowany marketing e-mailowy❌ (osobny produkt)
Sztuczna inteligencja Asystent✅ Drugi pilot
SOC 2, RODO, HIPAA❌ Nie podano
Bezpłatna migracja danych
Aplikacja mobilnaiOS i Androida
Najlepsze dlaTeams delivering projectsMałe zespoły sprzedaży B2B

1. Podstawowy CRM i zarządzanie kontaktami

Wnikliwie: 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

W pigułce 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.

Zarządzanie przepływem danych w Nutshell CRM

2. Sales Automation and Workflow Automation

Wnikliwie: 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.

Insightly Modern CRM

W pigułce 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.

Automatyzacja sprzedaży Nutshell CRM

3. Zarządzanie projektami i zadaniami

Wnikliwie: 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.

Wnikliwe zarządzanie projektami

W pigułce 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.

Współpraca zespołowa Nutshell CRM

4. Email Templates and Sequences

Wnikliwie: 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.

Wnikliwy e-mail

W pigułce 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.

Automatyzacja e-maili Nutshell CRM

⚠️ Ostrzeżenie: 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. Funkcje sztucznej inteligencji

Wnikliwie: 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.

Wnikliwe automatyzacje AI

W pigułce CRM: Narzędzia AI assist with revenue-driving tasks rather than general chat. The focus is on writing help and surfacing the next action on a deal.

Sztuczna inteligencja CRM Nutshell

6. Reporting, Dashboards and Meeting Notes

Wnikliwie: 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.

Wnikliwe raportowanie

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

Podsumowanie spotkania Nutshell CRM AI

7. Organizations, Records and Quotes

Wnikliwie: 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.

Wnikliwe organizacje

W pigułce 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.

Oferty i faktury Nutshell CRM

8. Integracje

Wnikliwie: 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.

Bezproblemowe integracje Insightly

W pigułce CRM: 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.

Przydatna integracja z Nutshell CRM

9. Wsparcie i zgłoszenia

Wnikliwie: 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.

Wsparcie i zgłoszenia Insightly

W pigułce 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.

Nutshell CRM Niezawodna obsługa klienta

10. Ceny i koszty

Here are both plan ladders side by side.

SzczebelWnikliwieNutshell CRM
WejściePlus — 29 USD/użytkownika/miesiącFundacja — 13 USD/użytkownik/miesiąc
WzrostWzrost — 25 USD/użytkownika/miesiąc
ŚredniProfesjonalny — 49 USD/użytkownik/miesiącPro — 42 USD/użytkownika/miesiąc
Górny środekBiznes — 59 USD/użytkownik/miesiąc
SzczytEnterprise — 99 USD/użytkownika/miesiącEnterprise — 79 USD/użytkownika/miesiąc

Wnikliwie: 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.

W pigułce 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.

Różne scenariusze

Jeśli potrzebujesz…WybieraćDlaczego
Najniższy miesięczny kosztNutshell CRM$16 less per user at entry
Projects after the saleWnikliwieMilestones, tasks and Gantt charts
Wbudowany marketing e-mailowyNutshell CRMNo paid add-on required
HIPAA or GDPR dutiesWnikliwieCertyfikat SOC 2 typu II
Deep app connectionsWnikliwiePonad 2000 łączników AppConnect
Fastest team adoptionNutshell CRMShortest learning curve

💰 Twój budżet

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.

🔌 Twój zestaw technologii

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

📝 Twój proces sprzedaży

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

🎓 Twój poziom doświadczenia

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.

🆓 Bezpłatne wersje próbne i dema

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

🛟 Opcje wsparcia

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

Przewodnik po przełączaniu

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

🔄 Switching from Insightly to Nutshell CRM?

✅ Co zyskasz:

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

❌ Co stracisz:

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

📋 Jak przełączyć:

  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?

✅ Co zyskasz:

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

❌ Co stracisz:

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

📋 Jak przełączyć:

  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

Czego nie objęła nasza recenzja

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.

Ostateczny werdykt

KategoriaZwycięzca
💰 CennikNutshell CRM
🚀 Podstawowe funkcje CRMWnikliwie
📁 Zarządzanie projektamiWnikliwie
📧 Marketing e-mailowyNutshell CRM
📊 RaportowanieWnikliwie
👶 Łatwość użytkowaniaNutshell CRM
🔌 IntegracjeWnikliwie
🏆 Zwycięzca klasyfikacji generalnejWnikliwie

🏆 ZWYCIĘZCA: INSIGHTLY

Insightly wygrywa w 4 z 7 kategorii.

Najlepiej dla: 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.

Więcej informacji na temat Insightly w porównaniu

Here is how Insightly measures up against other CRMs:

Insightly kontra HubSpot

Insightly wygrywa w kategoriach: native project delivery, per-seat cost at the mid tier, HIPAA compliance

HubSpot wygrywa w kategoriach: free starting tier, marketing depth, larger partner marketplace

Insightly kontra Zoho CRM

Insightly wygrywa w kategoriach: simpler onboarding, cleaner data input, faster rollout

Zoho CRM wygrywa w następujących kategoriach: feature depth, cheaper top tier, wider first-party app suite

Wnikliwy vs. Pipedrive

Insightly wygrywa w kategoriach: project milestones, AppConnect breadth, service and ticketing path

Pipedrive wygrywa w kategoriach: lower entry price, tighter deal-only focus, quicker pipeline setup

Insightly kontra Salesforce

Insightly wygrywa w kategoriach: setup speed, no admin headcount required, predictable per-user costs

Salesforce wygrywa w następujących kategoriach: customization ceiling, reporting engine, network of certified partners

Więcej informacji o Nutshell CRM w porównaniu

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

Najlepsze narzędzia CRM dla Twoich potrzeb

Nutshell CRM kontra HubSpot

Nutshell CRM wygrywa w następujących kategoriach: flat low pricing, free migration, no seat minimums

HubSpot wygrywa w kategoriach: workflow branching, content tools, reporting customization

Nutshell CRM kontra Zachować

Nutshell CRM wygrywa w następujących kategoriach: entry price, faster setup, simpler daily screens

Keap wygrywa w: automatyzacja budowniczy, payments and invoicing depth, appointment tools

Nutshell CRM kontra Freshsales CRM

Nutshell CRM wygrywa w następujących kategoriach: bundled email marketing, unlimited contacts, live support on all plans

Freshsales CRM wygrywa w następujących kategoriach: built-in phone, AI lead scoring, free starter plan

Nutshell CRM kontra Kapsułkowy CRM

Nutshell CRM wygrywa w następujących kategoriach: lead discovery tools, pipeline views, campaign sending

Capsule CRM wygrywa w następujących kategoriach: free tier for tiny teams, lighter interface, simpler task board

Często zadawane pytania

Do czego służy 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.

Czy Insightly jest łatwy w użyciu?

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.

Czy Nutshell to dobry 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.

Ile kosztuje CRM miesięcznie?

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.

Które oprogramowanie CRM jest najlepsze?

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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