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Nimble vs Insightly: Choose Your Ultimate CRM Tool in 2026!

utworzone przez | Last updated Aug 7, 2026

Zwycięzca
Wnikliwie
4.1
  • Zgodność z SOC 2, GDPR i HIPAA
  • Ponad 2000 łączników AppConnect
  • Copilot AI Email Summaries
  • CRM + Project Management in One
  • Wykresy Gantta dodane w 2025 r.
  • Widoki kanału Kanban
  • Plany od 29 USD/użytkownika/miesiąc
Wicemistrz
zwinny
3.3
  • 25 000 kontaktów w zestawie
  • One Plan, All Features
  • 14-dniowy bezpłatny okres próbny
  • Ponad 140 integracji aplikacji
  • 1000 wiadomości grupowych/miesiąc
  • Rozszerzenie przeglądarki Prospector
  • Single Plan $24.90/user/month

⚡ Szybki werdykt:

  • Wycena: Insightly starts at $29/user/month. Nimble’s pricing is a single plan at $24.90 per user/month.
  • Najlepiej dla: Insightly suits sales teams that also run projects. Nimble suits biznes professionals doing social outreach.
  • Kluczowa różnica: Insightly bundles project management with CRM. Nimble builds contact records from social and biznes dane.
  • Nasz wybór: Insightly, rated 4.1 versus 3.3, because it covers more business processes in one system.
Nimble vs Insightly Comparison

Nimble and Insightly both call themselves CRM software for small businesses.

They are built for two different jobs.

Nimble CRM is a relationship focused CRM that lives inside your skrzynka odbiorcza.

Insightly is a customer relationship management and project management platform in one.

That single difference decides which one fits your business.

Przegląd

Ten Zwinny kontra wnikliwy comparison covers pricing, features, and daily functionality.

Nasz pisarz spent hands-on time inside a Nimble account.

Notes on Insightly come from its documentation and G2 reviews.

Every price below comes straight from each vendor’s published plans.

By the end you will know which system fits your team.

Czym jest Insightly?

Insightly is a cloud-based CRM built for small and mid-sized companies.

Anthony Smith founded it in 2009, and Unbounce acquired it in July 2024.

It keeps leads, contacts, sales opportunities, and projects in one place.

The company markets it as a modern CRM teams love to actually open.

What sets it apart is project management sitting next to the sales pipeline.

Sales teams close the deal, then the same record becomes a delivery project.

Recenzja Insightly CRM: Lepsze niż się spodziewałem?

🏆 Zwycięzca: Insightly

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

CRM, project management, and raportowanie in one system. Built for teams that sell and then deliver.

Cennik Insightly

Insightly offers three tiers. Every price is per user, per month.

PlanCenaNajlepsze dla
Plus29 USD/użytkownik/miesiącMałe zespoły sprzedaży rozpoczynające działalność
Profesjonalny49 USD/użytkownik/miesiącTeams needing dashboards and app integration
Przedsiębiorstwo99 USD/użytkownik/miesiącFull access to every feature

Pricing verified August 2026.

Najważniejsze korzyści Insightly

Bezpłatny okres próbny: Insightly’s site lists a free trial of its paid tiers. Trial length and terms are shown at signup.

Gwarancja zwrotu pieniędzy: No published refund window. Check your contract before you commit to an annual term.

📌 Notatka: Insightly Marketing and Insightly Service are sold separately. Other Insightly products follow the same three-tier pricing structure as the CRM.

⚠️ Ostrzeżenie: The Plus tier gives limited access to most features. The Enterprise tier costs almost double what comparable plans from other CRMs charge.

Kluczowe korzyści z Insightly

Here is what makes Insightly CRM worth a look:

  • Projects live beside deals: Won sales opportunities convert into projects with milestones. Handoffs between sales and delivery stop breaking.
  • Compliance covered: The platform meets SOC 2 Type II, GDPR, and HIPAA standards. That matters for healthcare and regulated services work.
  • Integracje AppConnect: A low-code engine offers over 2,000 pre-built connectors. You can wire up apps without a developer.
  • Copilot AI: Wbudowany asystent summarizes emails and retrieves data on request. It cuts the manual reading in your inbox.
  • Reporting depth: Reports and dashboards turn raw business data into visual insights. Managers can monitor progress without exporting anything.
  • Gantt timelines: A new version in 2025 added Gantt chart visualizations. Project timelines and dependencies are now easier to read.
  • Third-party recognition: PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the product.
Strona główna Insightly

Co zauważył nasz zespół

We have not had extended hands-on time inside a paid Insightly account yet.

Note: The observations above come from Insightly’s published documentation and from G2 reviews. G2 reviews highlight fast setup and a short learning curve. The same reviews flag missing custom workflows on lower tiers.

Zalety i wady Insightly

✅ Zalety
  • Project management and CRM in a single system
  • Zgodność z SOC 2 typu II, RODO i HIPAA
  • Over 2,000 pre-built AppConnect connectors
  • Fast setup and an easy interface to pick up
  • Customizable pipelines, Kanban views, and custom fields
❌ Wady
  • Enterprise tier costs almost double Zoho CRM
  • Lacks advanced features like custom workflows on lower plans
  • Not as feature-deep as Zoho CRM overall
  • Per-user pricing adds up fast for larger sales teams

Czym jest Nimble CRM?

Nimble is a relationship-first contact management software for mała firma zespoły.

Jon Ferrara launched it in 2009 after pioneering CRM with GoldMine.

It works as a unified relationship management platform layered over your email.

Nimble integrates directly with Google Workspace and Microsoft 365.

The system enriches contacts with media społecznościowe insights and public company records.

That is why people call it a smart CRM rather than a database.

Strona główna Nimble CRM

Here is a closer look at how the platform works day to day.

Nimble CRM – szczera recenzja – obejrzyj przed użyciem

🥈 Runner Up: Nimble CRM

⭐ 3.3/5 | 💰 $24.90 per user/month

One plan with every feature included. Built for consultants and mała firma teams who sell through relationships.

Cennik Nimble CRM

Nimble keeps one plan. Every feature is included at one price.

PlanCenaNajlepsze dla
Plan płatny24,90 USD za użytkownika/miesiącConsultants and small business teams wanting every feature

Pricing verified August 2026.

Cennik Nimble CRM

Bezpłatny okres próbny: Yes. Nimble offers a 14-day free trial so you can test the product first.

Gwarancja zwrotu pieniędzy: None published. The trial is the safety net, so use the full 14 days.

📌 Notatka: The plan holds up to 25,000 contacts. Every extra 10,000 contacts costs $10 per month on top of your seats.

⚠️ Pricing conflict flagged: Our data sheet lists $24.90 per user/month, which matches the rate billed annually. Third-party sources report $29.90 per user/month on monthly billing. Confirm your billing cycle at checkout.

Kluczowe korzyści z Nimble CRM

Here is what Nimble does that most CRM tools do not:

  • No siloed contacts: The platform pulls Gmail, Outlook, LinkedIn, and social media into one profile. All your contacts sit in a single view.
  • Enrichment credits: Nimble surfaces extra contact details for people at companies you visit online. That gives small teams real sales intelligence.
  • Today page dashboard: One screen shows upcoming activities, deals, and engagement opportunities. It replaces a morning spent digging through tabs.
  • Group messaging built in: Send up to 1,000 personalized group messages per month with open and click tracking on the Business Plan.
  • Zwinny poszukiwacz: A browser extension captures contact details from any site and adds them to your CRM without typing.
  • Deep contact sync: Microsoft 365 gives two-way syncing of contacts and calendar events. Google Workspace contact sync runs one way.
  • Communication history: Stored email threads and social messages keep your follow ups grounded in what was actually said.
Najważniejsze korzyści Nimble CRM

Co zauważył nasz zespół

Our writer set up a Nimble account and worked through a live contact list. Here is what stood out from that hands-on time:

Nimble CRM – osobiste doświadczenie

Zalety i wady Nimble CRM

✅ Zalety
  • One plan with all features and no upsell tiers
  • Clean interface that small businesses pick up quickly
  • Solidne wyszukiwanie kontaktów i historia komunikacji
  • Prospector app captures contact records without manual entry
❌ Wady
  • Many integrations need Zapier or Pabbly to work
  • Unified inbox is limited by social platform API changes
  • No project management, so delivery work lives elsewhere
  • Ten Android app reviews worse than the iOS version

Porównanie funkcji

Here is where the two CRM tools split apart. We compared eleven areas that matter to small business teams.

FunkcjaWnikliwieZwinny CRM
Cena wywoławcza29 USD/użytkownik/miesiąc24,90 USD za użytkownika/miesiąc
Bezpłatny plan
Zarządzanie projektami
Wzbogacanie mediów społecznościowych
Wiadomości grupowe
Integracje natywne✅ Ponad 2000 złączy✅ Ponad 140 aplikacji
Reporting Dashboards✅ Podstawowy
Zgłoszenia pomocy technicznej✅ Add-on product
Aplikacja mobilnaiOS i Androida✅ iOS and Android
Najlepsze dlaSales teams that deliver projectsSocial selling and outreach

1. Zarządzanie kontaktami

Wnikliwie: Contacts, leads, and organization records sit in a structured database. You can customize layouts and add custom fields per record type. It is built for teams that want clean, consistent data entry.

Insightly CRM

Zwinny CRM: Contact management works the other way around. The platform builds existing contact records from email, calendar, and social profiles automatically. Type a company name and you get contact insights without hunting through tabs.

Nimble CRM Zarządzanie kontaktami

2. Sales Pipeline and Deals

Wnikliwie: Customizable sales pipelines and Kanban views track every stage. An opportunities dashboard shows what is close to closing deals. Multiple pipelines can run side by side for different product lines.

Insightly Modern CRM

Zwinny CRM: Deals move through visual Kanban boards too. Pipeline management is simpler here, with fewer stages and fewer settings to configure. That suits solo consultants more than layered sales teams.

Nimble CRM Deals

3. Zarządzanie zadaniami i projektami

Wnikliwie: This is the clearest gap between the two. Projects carry milestones, pipelines, and dependencies, and Gantt charts landed in 2025. You can assign tasks to any team member from web or mobile.

Wnikliwe zarządzanie projektami

Zwinny CRM: Task management covers activities, reminders, and follow ups tied to a contact. You can quickly create tasks and hand them to a colleague. There is no project layer, so delivery work needs another tool.

Nimble CRM Agent & Activities

⚠️ Ostrzeżenie: If your team bills for delivery work, Nimble alone will not cover it. Budget for a separate project tool before you compare prices.

4. Automatyzacja przepływu pracy

Wnikliwie: Przepływ pracy automatyzacja handles record updates, alerts, and multi-step business processes. Copilot, the Asystent AI, summarizes long email threads. Custom workflows are gated behind higher tiers, which is a common complaint.

Wnikliwe automatyzacje AI

Zwinny CRM: Workflow templates let you run repeatable processes on Kanban boards. Onboarding, hiring, and renewal sequences all fit the same model. It is lighter than Insightly but available on the only plan.

Szablony przepływu pracy Nimble CRM

5. Email and Group Messaging

Wnikliwie: You get email templates, tracking, and the option to schedule emails from inside a record. Bulk campaigns belong to Insightly Marketing, sold as a separate product. Marketing teams usually buy both.

Wnikliwy e-mail

Zwinny CRM: Group messages ship with the plan, capped at 1,000 per month. Open and click tracking is included, and automated email sequences handle nurturing relationships. No second purchase required.

Pisanie e-maili z wykorzystaniem sztucznej inteligencji w Nimble | Szybsze tworzenie wiadomości e-mail dzięki wiadomościom opartym na intencjach

6. Prospecting and Company Records

Wnikliwie: Organization records link every contact, deal, and project to one company. It is excellent for account history. Insightly does not enrich records from public social profiles on its own.

Wnikliwe organizacje

Zwinny CRM: Nimble Prospector runs in your browser and pulls details from LinkedIn or any company site. One click adds the person to your list. For social selling this is the strongest feature either tool offers.

Nimble 101: Wykorzystanie Nimble do pozyskiwania klientów

7. Automations and Reporting

Wnikliwie: Reporting is the stronger half of this pairing. Dashboards chart pipeline, activity, and revenue so managers monitor progress at a glance. Dashboard access is limited on the Professional tier.

Wnikliwe raportowanie

Zwinny CRM: Automations cover task assignment, reminders, and message sequences. Reporting highlights areas of potential improvement but stays basic. Expect activity summaries, not custom revenue models.

Nimble's Automation for Workflows Feature

8. Integracje

Wnikliwie: AppConnect is a low-code engine with over 2,000 pre-built connectors. You build multi-step flows between apps without writing code. That is the widest integration reach of the two.

Bezproblemowe integracje Insightly

Zwinny CRM: The platform connects to more than 140 SaaS apps and social networks. Many of those links still route through Zapier or Pabbly. Native depth is best with Microsoft and Google accounts.

Integracje Nimble CRM

9. Web Forms and Lead Capture

Zwinny CRM: An online form budowniczy captures visitor details straight from your website. New submissions land as contacts, so you manage leads without a middle step. Nimble contacts stay in sync from that moment on.

Wideo wprowadzające do Nimble Webforms

Wnikliwie: Lead capture is handled through Insightly Marketing or an AppConnect flow. The CRM itself expects leads to arrive from another source. Since the Unbounce merger, landing pages feed that pipeline.

10. Support and Ticketing

Wnikliwie: Insightly Service adds tickets, a knowledge base, and a customer portal. It shares data with the CRM, which helps customer retention after the sale. It is a paid add-on, not part of the base plan.

Wsparcie i zgłoszenia Insightly

Zwinny CRM: There is no ticketing module at all. Support conversations live in the shared inbox and contact timeline. Teams running formal service desks will need a separate system.

11. Ceny i koszty

Porównajmy plany obok siebie.

Poziom planuWnikliwieZwinny CRM
WejściePlus — 29 USD/użytkownika/miesiącPaid Plan — $24.90 per user/month
ŚredniProfesjonalny — 49 USD/użytkownik/miesiącTen sam pojedynczy plan
SzczytEnterprise — 99 USD/użytkownika/miesiącTen sam pojedynczy plan
Liczba planów31

Wnikliwie: The Plus and Professional tiers price competitively against other CRMs. Enterprise at $99 is where costs bite, roughly double comparable Zoho CRM plans. You pay more, but project management and reporting come with it.

Zwinny CRM: One plan removes the guesswork entirely. At $24.90 per user/month you get every feature, which is cheap for this category. Watch the contact ceiling, since extra storage adds $10 per month per 10,000 contacts.

Różne scenariusze

Jeśli potrzebujesz…WybieraćDlaczego
The lowest seat priceZwinny CRM$4.10 cheaper per user
Project delivery trackingWnikliwieKamienie milowe i wykresy Gantta
Social selling and outreachZwinny CRMProspector plus social enrichment
Zgodność z HIPAA lub SOC 2WnikliwieCertified against both standards
Deep app integrationsWnikliwiePonad 2000 łączników AppConnect
One simple planZwinny CRMEvery feature, no tier upgrades

💰 Twój budżet

Nimble costs $24.90 per user each month with everything included. Insightly starts lower in features at $29 and climbs to $99 for full access.

🔌 Twój zestaw technologii

Nimble is the better fit if your company runs on Microsoft 365 or Google Workspace. Insightly wins when you need to connect finance, support, and marketing automatyzacja apps together.

📝 Twój ruch sprzedażowy

Relationship sellers who work LinkedIn and email get more from Nimble. Teams running structured deal stages toward closing deals get more from Insightly.

🎓 Twój poziom doświadczenia

Both keep the learning curve short, and neither is the perfect CRM for every team. Nimble asks less of a first-time user, while Insightly rewards anyone willing to customize.

🆓 Bezpłatne wersje próbne i dema

Nimble gives you a 14-day free trial with instant access to every feature. Insightly runs trials and guided demos, so book one before you pick a tier.

🛟 Support and Team Collaboration

Insightly supports team collaboration through shared projects, tasks, and a service portal. Nimble keeps collaboration lighter, centered on shared contacts and communications.

Przewodnik po przełączaniu

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

🔄 Switching from Insightly to Nimble CRM?

✅ Co zyskasz:

  • A cheaper seat price with every feature unlocked
  • Social profiles and contact insights attached automatically
  • Group messaging and the Nimble app on iOS and Android

❌ Co stracisz:

  • Project management with milestones and Gantt charts
  • SOC 2 Type II, GDPR, and HIPAA compliance coverage
  • AppConnect and the ticketing side of Insightly Service

📋 Jak przełączyć:

  1. Export contacts, organizations, and open deals to CSV
  2. Start the 14-day trial and connect your email account
  3. Import the CSV, then let the system enrich each record
🔄 Switching from Nimble CRM to Insightly?

✅ Co zyskasz:

  • Projects, milestones, and delivery tracking beside deals
  • Reports and dashboards that managers can act on
  • Add-on products for service and marketing automation

❌ Co stracisz:

  • Automatic social enrichment on every contact record
  • Built-in group messages with open and click tracking
  • The single-plan simplicity of Nimble’s pricing model

📋 Jak przełączyć:

  1. Export all your contacts and deal history from Nimble
  2. Pick a tier and map custom fields before importing
  3. Rebuild pipelines, then assign tasks to each team member

Czego nie objęła nasza recenzja

This comparison focused on small business teams and independent business professionals. We did not test enterprise rollouts, custom API work, or bulk seat licensing. Insightly’s paid add-ons were reviewed on paper rather than in daily use. Our notes reflect the August 2026 versions of both products, and functionality changes often. If you manage fifty or more users, your priorities will differ from what we covered here.

Ostateczny werdykt

KategoriaZwycięzca
💰 CennikZwinny CRM
🚀 Podstawowe funkcje CRMWnikliwie
🧩 Project ManagementWnikliwie
🤝 Relationship InsightsZwinny CRM
📊 Reporting and DashboardsWnikliwie
🔌 IntegracjeWnikliwie
👶 Łatwość użytkowaniaZwinny CRM
🔐 Compliance and SecurityWnikliwie
🏆 Zwycięzca klasyfikacji generalnejWnikliwie

🏆 ZWYCIĘZCA: INSIGHTLY

Insightly wins 5 out of 8 categories.

Najlepiej dla: Agencies and consultancies, sales teams that deliver projects, and regulated services businesses

These two products answer different questions. Insightly asks how work gets delivered after the sale. Nimble asks how the relationship gets built before it.

Insightly earns the higher 4.1 rating because it covers more ground. One system holds customers, projects, reporting, and compliance, which helps a growing company drive business growth without stitching four apps together.

Nimble is excellent at what it does. For a consultant chasing referrals on LinkedIn, better relationship management beats a project module every time. Its 3.3 rating reflects breadth, not quality.

Pick Nimble if outreach and business growth come from your own network. Pick Insightly if your team needs to sell, deliver, and report inside one platform.

Więcej informacji na temat Insightly w porównaniu

Here is how Insightly holds up against its closest rivals:

Insightly kontra HubSpot

Insightly wygrywa w kategoriach: native project delivery, flatter per-seat costs at the Plus tier, HIPAA coverage for regulated work

HubSpot wygrywa w kategoriach: a genuinely usable free tier, richer marketing automation, a far larger partner and training network

Insightly kontra Zoho CRM

Insightly wygrywa w kategoriach: a quicker rollout, a cleaner data import process, project milestones built into the same records

Zoho CRM wygrywa w następujących kategoriach: deeper feature coverage overall, roughly half the Enterprise seat price, a wider bundle of sibling business apps

Wnikliwy vs. Pipedrive

Insightly wygrywa w kategoriach: post-sale project tracking, AppConnect’s 2,000-plus connectors, compliance certifications for healthcare clients

Pipedrive wygrywa w kategoriach: faster daily pipeline entry, a lower entry price, mobile business card scanning that speeds up event follow-up

Wnikliwy vs. Salesforce

Insightly wygrywa w kategoriach: setup speed measured in days, no admin headcount required, total cost of ownership for teams under fifty seats

Salesforce wygrywa w następujących kategoriach: unmatched customization depth, an enormous app marketplace, reporting that scales to thousands of users

Więcej informacji na temat Nimble CRM w porównaniu

Nimble competes with a different crowd. This video walks through the closest alternatives.

Najlepsze oprogramowanie CRM w 2026 roku? Notion vs Airtable vs Folk vs Copper vs Pipedrive vs HubSpot vs Salesforce

Nimble CRM kontra HubSpot

Nimble CRM wygrywa w następujących kategoriach: automatic social enrichment, one flat plan instead of tiers, tighter Microsoft 365 two-way sync

HubSpot wygrywa w kategoriach: a free starting tier, campaign reporting depth, native landing pages and forms at scale

Nimble CRM kontra CRM kapsułowy

Nimble CRM wygrywa w następujących kategoriach: the Prospector browser extension, richer profile enrichment, group messages included in the plan

Capsule CRM wygrywa w następujących kategoriach: a free plan for very small teams, simpler pipeline setup, lower cost per seat at entry level

Nimble CRM kontra Zachować

Nimble CRM wygrywa w następujących kategoriach: a much lower monthly cost, faster onboarding for non-technical users, social prospecting tools Keap does not offer

Keap wygrywa w: full marketing automation sequences, native invoicing and payments, appointment booking built into the same account

Nimble CRM kontra poniedziałkowy CRM

Nimble CRM wygrywa w następujących kategoriach: contact enrichment from public profiles, email-first workflow, cheaper access to every feature

Poniedziałkowy CRM wygrywa w kategoriach: board-level productivity views, stronger team dashboards, a work platform that stretches beyond sales. For example, marketing teams run campaigns on the same boards.

Często zadawane pytania

Co robi Nimble CRM?

It unifies contacts, email, and social profiles into one record. The system tracks deals, sends group messages, and reminds you when to reconnect with someone.

Ile kosztuje Nimble miesięcznie?

$24.90 per user each month at the annual rate. Third-party sources list $29.90 on monthly billing. Every feature is included, along with 25,000 contacts.

Do czego służy Insightly?

Teams use it to manage leads, contacts, and sales opportunities, then turn won deals into projects with milestones and tasks. Reporting and dashboards come standard.

Czy Insightly jest łatwy w użyciu?

Yes. G2 reviews highlight fast setup and a short learning curve. Getting data into the system is straightforward, though custom workflows sit on higher tiers.

Jakie są wady Nimble?

No project management, basic reporting, and several integrations that need Zapier or Pabbly. The Android app also scores lower in reviews than the iOS version.

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