⚡ Краткий вывод:
- Цены: Insightly starts at $29/user/month. Nutshell CRM starts at $13 per user per month.
- Лучше всего подходит для: Insightly suits teams tying project management to customer relationship management. Nutshell CRM suits small businesses that want sales автоматизация с ограниченным бюджетом.
- Ключевое отличие: Insightly ships projects, milestones and an opportunities dashboard inside the CRM. Nutshell CRM keeps the funnel simple and adds email marketing.
- Наш выбор: 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 бизнес.
Обзор
This Insightly vs Nutshell CRM comparison covers pricing, core features and ease of use.
It also breaks down who each platform works best for.
Наш писатель spent hands-on time with Nutshell CRM directly.
Notes on Insightly come from published documentation, pricing pages and G2 reviews.
В итоге вы поймете, какое CRM-программное обеспечение подходит вашей команде.
Что такое 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.
🏆 Победитель: Insightly
Insightly pairs contact management with real project delivery. It is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius.
Аналитическое ценообразование
Insightly offers three tiers. Each one is priced per user.
| План | Цена | Лучше всего подходит для |
|---|---|---|
| Плюс | 29 долларов США/пользователь/месяц | Небольшие отделы продаж, начинающие работу с CRM. |
| Профессиональный | 49 долларов США/пользователь/месяц | Teams needing dashboards and app integration |
| Предприятие | 99 долларов США/пользователь/месяц | Full access to every feature and аудит бревно |
Pricing verified August 2026.
Бесплатная пробная версия: Yes. Insightly runs a free trial of the CRM so you can test records, отчетность and workflow automation before you pay.
Гарантия возврата денег: None advertised. Plans are billed annually, so review the terms before you commit for a year.
📌 Примечание: 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.
⚠️ Предупреждение: 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.
Основные преимущества Insightly
Вот почему Insightly заслуживает внимания:
- 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.
- Настраиваемые конвейеры: Kanban views track each stage of sales. Custom fields let you customize records to match your process.
- Интеграция с AppConnect: A low-code integration engine ships over 2,000 pre-built connectors. Google Workspace, Gmail and Outlook all connect.
- Второй пилот ИИ-помощник: Copilot summarizes emails and speeds up data retrieval. It is one of the newer AI features in the platform.
- Безопасность и соответствие нормативным требованиям: 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.
- Съемка с мобильного устройства: 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.
Что заметила наша команда
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.
Внимательный анализ преимуществ и недостатков
✅ Плюсы
- 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
❌ Минусы
- 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
Что такое Nusshell CRM?
Nutshell CRM — это облачная платформа, созданная для небольших и средних отделов продаж 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.
🥈 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.
Краткое описание ценообразования CRM
Nutshell CRM plans are sold per user. There are five tiers.
| План | Цена | Лучше всего подходит для |
|---|---|---|
| Фундамент | 13 долларов США/пользователь/месяц | A single user testing basic contact management |
| Рост | 25 долларов США/пользователь/месяц | Small teams adding sales automation |
| Про | 42 доллара США/пользователь/месяц | Множество конвейеров обработки данных и персонализированных последовательностей электронных писем. |
| Бизнес | 59 долларов США/пользователь/месяц | Командам, которым необходим полный набор инструментов для составления отчетов. |
| Предприятие | 79 долларов США/пользователь/месяц | Larger teams needing an audit log and territories |
Pricing verified August 2026.
Бесплатная пробная версия: Yes. Nutshell offers a free 14-day trial for new users, so you can create a pipeline and view real deals before paying.
Гарантия возврата денег: None advertised. Free data migration and free live support come with all plans instead.
📌 Примечание: 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.
⚠️ Предупреждение: The jump from Foundation to Enterprise is six times the price. Confirm which tier unlocks the reporting suite you need before you commit.
Основные преимущества Nutshell CRM
Here is where Nutshell CRM earns its place:
- Короткий период обучения: Nutshell CRM is rated one of the friendlier CRM tools for B2B teams. Most users are productive within days.
- Визуальное управление конвейером обработки данных: Drag-and-drop boards move deals through stages. Board, List, Map and Chart views cover different ways to read the funnel.
- Автоматизация продаж: Lead routing, follow-up notifications and email sequences run without manual work. That cuts time-wasting tasks for every person on the team.
- Поиск потенциальных лекарственных препаратов: 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.
- Мобильное приложение: 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.
Что заметила наша команда
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:
Вкратце: преимущества и недостатки CRM
✅ Плюсы
- Starts at $13 per user per month
- Free data migration and live support on all plans
- Неограниченное количество контактов в CRM без ограничений по объему данных.
- Email marketing included without paid add-ons
❌ Минусы
- Автоматизация менее развита, чем HubSpot или Salesforce
- Email attachment handling needs work
- No true project management module
- Reporting suite sits behind the $59 tier
Сравнение характеристик
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.
| Особенность | Проницательный | CRM в двух словах |
|---|---|---|
| Начальная цена | 29 долларов США/пользователь/месяц | 13 долларов США/пользователь/месяц |
| Бесплатная пробная версия | ✅ | ✅ 14 дней |
| Управление проектом | ✅ | ❌ |
| Автоматизация рабочих процессов | ✅ | ✅ |
| Встроенный email-маркетинг | ❌ (отдельный товар) | ✅ |
| ИИ Помощник | ✅ Второй пилот | ✅ |
| SOC 2, GDPR, HIPAA | ✅ | ❌ Не указано |
| Бесплатная миграция данных | ❌ | ✅ |
| Мобильное приложение | ✅ | ✅ iOS и Android |
| Лучше всего подходит для | Teams delivering projects | Небольшие команды продаж B2B |
1. Основные функции CRM и управления контактами
Insightly: 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 в двух словах: 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
Insightly: 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 в двух словах: 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. Управление проектами и управление задачами
Insightly: 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 в двух словах: 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
Insightly: 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 в двух словах: 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.
⚠️ Предупреждение: 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. Функции ИИ
Insightly: 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 в двух словах: инструменты искусственного интеллекта 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
Insightly: 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 в двух словах: Analytics dashboards track performance and sales KPIs. AI встреча 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
Insightly: 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 в двух словах: 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. Интеграции
Insightly: 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 в двух словах: 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. Поддержка и обработка заявок
Insightly: 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 в двух словах: 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. Ценообразование и стоимость
Here are both plan ladders side by side.
| Уровень | Проницательный | CRM в двух словах |
|---|---|---|
| Вход | Плюс — 29 долларов США/пользователь/месяц | Базовый курс — 13 долларов США/пользователь/месяц |
| Рост | ❌ | Рост — 25 долларов США/пользователь/месяц |
| Середина | Профессиональная версия — 49 долларов США/пользователь/месяц | Pro — 42 доллара США/пользователь/месяц |
| Верхняя средняя | ❌ | Бизнес — 59 долларов США/пользователь/месяц |
| Вершина | Корпоративный сегмент — 99 долларов США/пользователь/месяц | Корпоративный сегмент — 79 долларов США/пользователь/месяц |
Insightly: 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 в двух словах: 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.
Различные сценарии
| Если вам это нужно | Выбирать | Почему |
|---|---|---|
| Самая низкая ежемесячная стоимость | CRM в двух словах | $16 less per user at entry |
| Projects after the sale | Проницательный | Milestones, tasks and Gantt charts |
| Встроенный email-маркетинг | CRM в двух словах | No paid add-on required |
| HIPAA or GDPR duties | Проницательный | Сертифицировано по стандарту SOC 2 Type II |
| Deep app connections | Проницательный | Более 2000 коннекторов AppConnect |
| Fastest team adoption | CRM в двух словах | Shortest learning curve |
💰 Ваш бюджет
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.
🔌 Ваш технологический стек
Both connect to Google Workspace and Microsoft tools. Insightly wins if you need a low-code integration layer across many internal systems.
📝 Ваш процесс продаж
Short transactional deals fit the Nutshell funnel well. Long deals that turn into delivery work fit Insightly better.
🎓 Ваш уровень опыта
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.
🆓 Бесплатные пробные версии и демо-версии
Run both trials with the same ten leads. Compare how each platform handles your real records rather than a demo dataset.
🛟 Варианты поддержки
Nutshell CRM includes live chat and email help on every plan. Insightly sells a full service desk as a separate product.
Руководство по переключению
Already on one of these? Here is what changes if you move.
🔄 Switching from Insightly to Nutshell CRM?
✅ Что вы получите:
- A lower bill at every comparable tier
- Email marketing bundled into the plan
- Free migration help and live chat support
❌ Что вы потеряете:
- Project management, milestones and Gantt charts
- The 2,000-connector AppConnect engine
- Stated SOC 2 Type II and HIPAA compliance
📋 Как переключиться:
- 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?
✅ Что вы получите:
- Projects, milestones and delivery timelines
- Copilot AI and deeper reporting
- A path into Insightly Marketing and Insightly Service
❌ Что вы потеряете:
- The $13 entry price and five-step plan ladder
- Bundled email campaigns and landing pages
- Free live support on the cheapest plan
📋 Как переключиться:
- Export your contacts, deals and activity history
- Create an Insightly account and map your custom fields
- Import records, then build your first project pipeline
Что не было рассмотрено в нашем обзоре
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.
Окончательный вердикт
| Категория | Победитель |
|---|---|
| 💰 Цены | CRM в двух словах |
| 🚀 Основные функции CRM | Проницательный |
| 📁 Управление проектами | Проницательный |
| 📧 Email-маркетинг | CRM в двух словах |
| 📊 Составление отчетов | Проницательный |
| 👶 Простота использования | CRM в двух словах |
| 🔌 Интеграции | Проницательный |
| 🏆 Общий победитель | Проницательный |
🏆 ПОБЕДИТЕЛЬ: INSIGHTLY
Компания Insightly победила в 4 из 7 категорий.
Лучше всего подходит для: 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.
Больше информации от Insightly Compared
Here is how Insightly measures up against other CRMs:
Компания Insightly добивается успеха в следующих областях: native project delivery, per-seat cost at the mid tier, HIPAA compliance
HubSpot побеждает по следующим показателям: free starting tier, marketing depth, larger partner marketplace
Компания Insightly добивается успеха в следующих областях: simpler onboarding, cleaner data input, faster rollout
Zoho CRM выигрывает по следующим параметрам: feature depth, cheaper top tier, wider first-party app suite
Insightly против Пайпдрайв
Компания Insightly добивается успеха в следующих областях: project milestones, AppConnect breadth, service and ticketing path
Pipedrive побеждает в следующих условиях: lower entry price, tighter deal-only focus, quicker pipeline setup
Компания Insightly добивается успеха в следующих областях: setup speed, no admin headcount required, predictable per-user costs
Salesforce побеждает по следующим параметрам: customization ceiling, reporting engine, network of certified partners
Более подробное сравнение Nutshell CRM
Weighing Nutshell CRM against other options? Start with the video, then the cards below.
Nutshell CRM выигрывает по следующим параметрам: flat low pricing, free migration, no seat minimums
HubSpot побеждает по следующим показателям: workflow branching, content tools, reporting customization
Вкратце: CRM против Кеап
Nutshell CRM выигрывает по следующим параметрам: entry price, faster setup, simpler daily screens
Кип побеждает по следующим пунктам: автоматизация строитель, payments and invoicing depth, appointment tools
Nutshell CRM против Freshsales CRM
Nutshell CRM выигрывает по следующим параметрам: bundled email marketing, unlimited contacts, live support on all plans
CRM-система Freshsales выигрывает по следующим параметрам: built-in phone, AI lead scoring, free starter plan
Вкратце: CRM против Капсульная CRM
Nutshell CRM выигрывает по следующим параметрам: lead discovery tools, pipeline views, campaign sending
Capsule CRM выигрывает по следующим параметрам: free tier for tiny teams, lighter interface, simpler task board
Часто задаваемые вопросы
Для чего используется 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.
Легко ли пользоваться Insightly?
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 — хорошая CRM-система?
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.
Сколько стоит CRM-система в месяц?
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.
Какое программное обеспечение CRM занимает первое место?
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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