⚡ Veredito rápido:
- Preços: Insightly starts at $29/user/month. Nutshell CRM starts at $13 per user per month.
- Ideal para: Insightly suits teams tying project management to customer relationship management. Nutshell CRM suits small businesses that want sales automação com orçamento limitado.
- Principal diferença: Insightly ships projects, milestones and an opportunities dashboard inside the CRM. Nutshell CRM keeps the funnel simple and adds email marketing.
- Nossa escolha: 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 negócios.
Visão geral
This Insightly vs Nutshell CRM comparison covers pricing, core features and ease of use.
It also breaks down who each platform works best for.
Nosso escritor spent hands-on time with Nutshell CRM directly.
Notes on Insightly come from published documentation, pricing pages and G2 reviews.
Ao final, você saberá qual software de CRM é o mais adequado para sua equipe.
O que é o 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.
🏆 Vencedor: Insightly
Insightly pairs contact management with real project delivery. It is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius.
Preços Insightly
Insightly offers three tiers. Each one is priced per user.
| Plano | Preço | Ideal para |
|---|---|---|
| Mais | US$ 29 por usuário por mês | Pequenas equipes de vendas começando com CRM |
| Profissional | US$ 49 por usuário por mês | Teams needing dashboards and app integration |
| Empresa | US$ 99 por usuário por mês | Full access to every feature and auditoria registro |
Pricing verified August 2026.
Teste grátis: Yes. Insightly runs a free trial of the CRM so you can test records, reportagem and workflow automation before you pay.
Garantia de reembolso: None advertised. Plans are billed annually, so review the terms before you commit for a year.
📌 Observação: 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.
⚠️ Aviso: 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.
Principais benefícios do Insightly
Eis o que torna o Insightly interessante:
- 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.
- Pipelines personalizáveis: Kanban views track each stage of sales. Custom fields let you customize records to match your process.
- Integrações do AppConnect: A low-code integration engine ships over 2,000 pre-built connectors. Google Workspace, Gmail and Outlook all connect.
- Co-piloto Assistente de IA: Copilot summarizes emails and speeds up data retrieval. It is one of the newer AI features in the platform.
- Segurança e Conformidade: 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.
- Captura móvel: 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.
O que nossa equipe observou
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.
Vantagens e Desvantagens do Insightly
✅ Prós
- 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
❌ Contras
- 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
O que é o Nutshell CRM?
O Nutshell CRM é uma plataforma baseada na nuvem, criada para equipes de vendas B2B de pequeno a médio porte.
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.
Preços do CRM em poucas palavras
Nutshell CRM plans are sold per user. There are five tiers.
| Plano | Preço | Ideal para |
|---|---|---|
| Fundação | US$ 13 por usuário por mês | A single user testing basic contact management |
| Crescimento | US$ 25 por usuário por mês | Small teams adding sales automation |
| Pró | US$ 42 por usuário por mês | Múltiplos fluxos de trabalho e sequências de e-mails pessoais |
| Negócios | US$ 59 por usuário por mês | Equipes que precisam do conjunto completo de relatórios |
| Empresa | US$ 79 por usuário por mês | Larger teams needing an audit log and territories |
Pricing verified August 2026.
Teste grátis: Yes. Nutshell offers a free 14-day trial for new users, so you can create a pipeline and view real deals before paying.
Garantia de reembolso: None advertised. Free data migration and free live support come with all plans instead.
📌 Observação: 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.
⚠️ Aviso: The jump from Foundation to Enterprise is six times the price. Confirm which tier unlocks the reporting suite you need before you commit.
Principais benefícios do Nutshell CRM
Here is where Nutshell CRM earns its place:
- Curva de aprendizado curta: Nutshell CRM is rated one of the friendlier CRM tools for B2B teams. Most users are productive within days.
- Gestão visual de pipelines: Drag-and-drop boards move deals through stages. Board, List, Map and Chart views cover different ways to read the funnel.
- Automação de Vendas: Lead routing, follow-up notifications and email sequences run without manual work. That cuts time-wasting tasks for every person on the team.
- Prospecção de Leads: 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.
- Aplicativo móvel: A mobile application covers both iOS and Android, 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.
O que nossa equipe observou
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:
Prós e contras do CRM em poucas palavras
✅ Prós
- Starts at $13 per user per month
- Free data migration and live support on all plans
- Contatos CRM ilimitados, sem limites de dados.
- Email marketing included without paid add-ons
❌ Contras
- A automação é menos avançada do que a do HubSpot ou Salesforce
- Email attachment handling needs work
- No true project management module
- Reporting suite sits behind the $59 tier
Comparação de recursos
Ready for a closer look at Insightly vs Nutshell CRM? We compare ten areas that decide most CRM purchases, from the sales funnel to support.
| Recurso | Perspicazmente | CRM em poucas palavras |
|---|---|---|
| Preço inicial | US$ 29 por usuário por mês | US$ 13 por usuário por mês |
| Teste grátis | ✅ | ✅ 14 dias |
| Gerenciamento de projetos | ✅ | ❌ |
| Automação de fluxo de trabalho | ✅ | ✅ |
| Marketing por e-mail integrado | ❌ (produto separado) | ✅ |
| IA Assistente | ✅ Copilot | ✅ |
| SOC 2, GDPR, HIPAA | ✅ | ❌ Não especificado |
| Migração de dados gratuita | ❌ | ✅ |
| Aplicativo móvel | ✅ | ✅ iOS e Android |
| Ideal para | Teams delivering projects | Equipes de vendas B2B pequenas |
1. Gestão Central de Relacionamento com o Cliente (CRM) e Gestão de Contatos
Perspicaz: 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 em poucas palavras: 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
Perspicaz: 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 em poucas palavras: 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. Gerenciamento de Projetos e Gerenciamento de Tarefas
Perspicaz: 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 em poucas palavras: 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
Perspicaz: 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 em poucas palavras: 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.
⚠️ Aviso: 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. Recursos de IA
Perspicaz: 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 em poucas palavras: ferramentas de IA 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
Perspicaz: 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 em poucas palavras: Analytics dashboards track performance and sales KPIs. AI reunião 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
Perspicaz: 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 em poucas palavras: 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. Integrações
Perspicaz: 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 em poucas palavras: 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.
9. Suporte e emissão de bilhetes
Perspicaz: 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 em poucas palavras: 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. Preços e Custos
Here are both plan ladders side by side.
| Nível | Perspicazmente | CRM em poucas palavras |
|---|---|---|
| Entrada | Além disso — US$ 29/usuário/mês | Fundação — US$ 13/usuário/mês |
| Crescimento | ❌ | Crescimento — US$ 25/usuário/mês |
| Meio | Profissional — US$ 49/usuário/mês | Pro — US$ 42/usuário/mês |
| Meio-alto | ❌ | Empresarial — US$ 59/usuário/mês |
| Principal | Empresarial — US$ 99/usuário/mês | Empresarial — US$ 79/usuário/mês |
Perspicaz: 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 em poucas palavras: 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.
Diferentes cenários
| Se você precisar | Escolher | Por que |
|---|---|---|
| Custo mensal mais baixo | CRM em poucas palavras | $16 less per user at entry |
| Projects after the sale | Perspicazmente | Milestones, tasks and Gantt charts |
| Marketing por e-mail integrado | CRM em poucas palavras | No paid add-on required |
| HIPAA or GDPR duties | Perspicazmente | Certificado SOC 2 Tipo II |
| Deep app connections | Perspicazmente | Mais de 2.000 conectores AppConnect |
| Fastest team adoption | CRM em poucas palavras | Shortest learning curve |
💰 Seu orçamento
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.
🔌 Seu conjunto de tecnologias
Both connect to Google Workspace and Microsoft tools. Insightly wins if you need a low-code integration layer across many internal systems.
📝 Seu Processo de Vendas
Short transactional deals fit the Nutshell funnel well. Long deals that turn into delivery work fit Insightly better.
🎓 Seu nível de experiência
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.
🆓 Testes e demonstrações grátis
Run both trials with the same ten leads. Compare how each platform handles your real records rather than a demo dataset.
🛟 Opções de suporte
Nutshell CRM includes live chat and email help on every plan. Insightly sells a full service desk as a separate product.
Guia de Troca
Already on one of these? Here is what changes if you move.
🔄 Switching from Insightly to Nutshell CRM?
✅ O que você vai ganhar:
- A lower bill at every comparable tier
- Email marketing bundled into the plan
- Free migration help and live chat support
❌ O que você perderá:
- Project management, milestones and Gantt charts
- The 2,000-connector AppConnect engine
- Stated SOC 2 Type II and HIPAA compliance
📋 Como mudar:
- 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?
✅ O que você vai ganhar:
- Projects, milestones and delivery timelines
- Copilot AI and deeper reporting
- A path into Insightly Marketing and Insightly Service
❌ O que você perderá:
- The $13 entry price and five-step plan ladder
- Bundled email campaigns and landing pages
- Free live support on the cheapest plan
📋 Como mudar:
- Export your contacts, deals and activity history
- Create an Insightly account and map your custom fields
- Import records, then build your first project pipeline
O que nossa avaliação não abordou
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.
Veredicto final
| Categoria | Ganhador |
|---|---|
| 💰 Preços | CRM em poucas palavras |
| 🚀 Principais funcionalidades do CRM | Perspicazmente |
| 📁 Gestão de Projetos | Perspicazmente |
| 📧 Marketing por e-mail | CRM em poucas palavras |
| 📊 Reportagem | Perspicazmente |
| 👶 Facilidade de uso | CRM em poucas palavras |
| 🔌 Integrações | Perspicazmente |
| 🏆 Vencedor Geral | Perspicazmente |
🏆 VENCEDOR: INSIGHTLY
A Insightly venceu em 4 das 7 categorias.
Ideal para: 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.
Mais comparações da Insightly
Here is how Insightly measures up against other CRMs:
O Insightly vence em: native project delivery, per-seat cost at the mid tier, HIPAA compliance
A HubSpot vence em: free starting tier, marketing depth, larger partner marketplace
O Insightly vence em: simpler onboarding, cleaner data input, faster rollout
O Zoho CRM se destaca em: feature depth, cheaper top tier, wider first-party app suite
Insightly vs Pipedrive
O Insightly vence em: project milestones, AppConnect breadth, service and ticketing path
Pipedrive vence em: lower entry price, tighter deal-only focus, quicker pipeline setup
O Insightly vence em: setup speed, no admin headcount required, predictable per-user costs
A Salesforce se destaca em: customization ceiling, reporting engine, network of certified partners
Mais sobre o Nutshell CRM em comparação
Weighing Nutshell CRM against other options? Start with the video, then the cards below.
O Nutshell CRM se destaca em: flat low pricing, free migration, no seat minimums
A HubSpot vence em: workflow branching, content tools, reporting customization
CRM em poucas palavras Keap
O Nutshell CRM se destaca em: entry price, faster setup, simpler daily screens
Keap vence com base em: automação construtor, payments and invoicing depth, appointment tools
Nutshell CRM vs Freshsales CRM
O Nutshell CRM se destaca em: bundled email marketing, unlimited contacts, live support on all plans
O Freshsales CRM se destaca em: built-in phone, AI lead scoring, free starter plan
CRM em poucas palavras CRM Cápsula
O Nutshell CRM se destaca em: lead discovery tools, pipeline views, campaign sending
O Capsule CRM se destaca em: free tier for tiny teams, lighter interface, simpler task board
Perguntas frequentes
Para que serve o 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.
O Insightly é fácil de usar?
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.
O Nutshell é um bom 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.
Quanto custa um CRM por mês?
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.
Qual é o software CRM número 1?
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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