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🚀 Ortaklık talepleri: fahim@fahimai.com

Insightly vs Nutshell CRM: Which CRM Wins in 2026?

tarafından | Last updated Aug 7, 2026

Kazanan
Anlayışlı
4.1
  • SOC 2 Type II, GDPR & HIPAA
  • 2.000'den fazla AppConnect Bağlayıcısı
  • Copilot AI Email Summaries
  • Projects + CRM in One Tool
  • Gantt Grafikleri 2025'te Eklenecek
  • Rated by PC Magazine & G2
  • Planlar kullanıcı başına aylık 29$'dan başlıyor.
İkinci
Özetle CRM
2.8
  • Plans Start at $13/user/mo
  • Özgür Veri Göç Dahil
  • Unlimited Contacts, No Caps
  • Pano, Liste, Harita ve Grafik Görünümleri
  • 5.000'den fazla uygulama aracılığıyla Zapier
  • 14 Günlük Ücretsiz Deneme
  • Planlar kullanıcı başına aylık 13$'dan başlıyor.

⚡ Hızlı Değerlendirme:

  • Fiyatlandırma: Insightly starts at $29/user/month. Nutshell CRM starts at $13 per user per month.
  • En uygun kullanım alanı: Insightly suits teams tying project management to customer relationship management. Nutshell CRM suits small businesses that want sales otomasyon bütçeye uygun olarak.
  • Temel fark: Insightly ships projects, milestones and an opportunities dashboard inside the CRM. Nutshell CRM keeps the funnel simple and adds email marketing.
  • Bizim tercihimiz: 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 işletme.

Genel Bakış

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

It also breaks down who each platform works best for.

Bizim yazar spent hands-on time with Nutshell CRM directly.

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

Sonunda, ekibiniz için hangi CRM yazılımının uygun olduğunu öğreneceksiniz.

Insightly nedir?

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.

Insightly CRM İncelemesi: Beklediğimden Daha İyi mi?

🏆 Kazanan: Insightly

⭐ 4.1/5 | 💰 Kullanıcı başına aylık 29$'dan başlayan fiyatlarla

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

Bilgilendirici Fiyatlandırma

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

PlanFiyatEn İyisi İçin
Artı29$/kullanıcı/ayCRM ile başlayan küçük satış ekipleri
Profesyonel49$/kullanıcı/ayTeams needing dashboards and app integration
Girişim99$/kullanıcı/ayFull access to every feature and denetim kayıt

Pricing verified August 2026.

Insightly'nin En Önemli Faydaları

Ücretsiz deneme sürümü: Yes. Insightly runs a free trial of the CRM so you can test records, raporlama and workflow automation before you pay.

Para iade garantisi: None advertised. Plans are billed annually, so review the terms before you commit for a year.

📌 Not: 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.

⚠️ Uyarı: 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.

Inightly'nin Başlıca Faydaları

İşte Insightly'yi incelemeye değer kılan özellikler:

  • 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.
  • Özelleştirilebilir İşlem Hatları: Kanban views track each stage of sales. Custom fields let you customize records to match your process.
  • Loading... A low-code integration engine ships over 2,000 pre-built connectors. Google Workspace, Gmail and Outlook all connect.
  • Yardımcı pilot Yapay Zeka Asistanı: Copilot summarizes emails and speeds up data retrieval. It is one of the newer AI features in the platform.
  • Güvenlik ve Uyumluluk: 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.
  • Mobil Yakalama: 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.
Insightly Ana Sayfası

Ekibimizin Fark Ettiği Şeyler

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.

Insightly'nin Artıları ve Eksileri

✅ Artıları
  • 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
❌ Dezavantajlar
  • 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 CRM nedir?

Nutshell CRM, küçük ve orta ölçekli B2B satış ekipleri için tasarlanmış bulut tabanlı bir platformdur.

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.

Nutshell CRM Eğitimi 2026 | Nutshell CRM Nasıl Kullanılır

🥈 Runner Up: Nutshell CRM

⭐ 2,8/5 | 💰 Kullanıcı başına aylık 13$'dan başlayan fiyatlarla

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

Özet CRM Fiyatlandırması

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

PlanFiyatEn İyisi İçin
Temel13$/kullanıcı/ayA single user testing basic contact management
Büyüme25$/kullanıcı/aySmall teams adding sales automation
Profesyonel42$/kullanıcı/ayÇoklu işlem hatları ve kişisel e-posta dizileri
İşletme59$/kullanıcı/ayTüm raporlama paketine ihtiyaç duyan ekipler
Girişim79$/kullanıcı/ayLarger teams needing an audit log and territories

Pricing verified August 2026.

Özet CRM Fiyatlandırması

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

Para iade garantisi: None advertised. Free data migration and free live support come with all plans instead.

📌 Not: 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.

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

Nutshell CRM'in Başlıca Faydaları

Here is where Nutshell CRM earns its place:

  • Kısa Öğrenme Süreci: Nutshell CRM is rated one of the friendlier CRM tools for B2B teams. Most users are productive within days.
  • Görsel İşlem Hattı Yönetimi: Drag-and-drop boards move deals through stages. Board, List, Map and Chart views cover different ways to read the funnel.
  • Satış Otomasyonu: Lead routing, follow-up notifications and email sequences run without manual work. That cuts time-wasting tasks for every person on the team.
  • Potansiyel Müşteri Keşfi: 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.
  • Mobil Uygulama: A mobile application covers both iOS and Android, and its functionality earns positive feedback. Calendar sync and click-to-call keep the day moving.
Nutshell CRM Ana Sayfası

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

Özetle CRM'in En Önemli Faydaları

Ekibimizin Fark Ettiği Şeyler

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:

Özetle CRM Kişisel Deneyimi

Özetle CRM'in Avantajları ve Dezavantajları

✅ Artıları
  • Starts at $13 per user per month
  • Free data migration and live support on all plans
  • Sınırsız CRM iletişim bilgisi, veri limiti yok.
  • Email marketing included without paid add-ons
❌ Dezavantajlar
  • Otomasyon, HubSpot'tan daha az gelişmiş durumda. Salesforce
  • Email attachment handling needs work
  • No true project management module
  • Reporting suite sits behind the $59 tier

Özellik Karşılaştırması

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.

ÖzellikAnlayışlıÖzetle CRM
Başlangıç ​​Fiyatı29$/kullanıcı/ay13$/kullanıcı/ay
Ücretsiz Deneme✅ 14 gün
Proje Yönetimi
İş Akışı Otomasyonu
E-posta Pazarlaması Entegre Edildi❌ (ayrı ürün)
Yapay zeka Asistan✅ Yardımcı Pilot
SOC 2, GDPR, HIPAA❌ Belirtilmemiş
Free Data Migration
Mobil UygulamaiOS ve Android
En İyisi İçinTeams delivering projectsKüçük B2B satış ekipleri

1. Temel CRM ve İletişim Yönetimi

Anlayışlı bir şekilde: 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

Özetle 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.

Özet CRM Süreç Yönetimi

2. Sales Automation and Workflow Automation

Anlayışlı bir şekilde: 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

Özetle 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.

Özetle CRM Satış Otomasyonları

3. Project Management and Task Management

Anlayışlı bir şekilde: 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.

Insightly Proje Yönetimi

Özetle 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.

Özetle CRM Ekip İşbirliği

4. Email Templates and Sequences

Anlayışlı bir şekilde: 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.

Insightly E-postası

Özetle 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.

Özetle CRM E-posta Otomasyonu

⚠️ Uyarı: 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. Yapay Zeka Özellikleri

Anlayışlı bir şekilde: 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.

Insightly Yapay Zeka Otomasyonları

Özetle CRM: Yapay zeka araçları assist with revenue-driving tasks rather than general chat. The focus is on writing help and surfacing the next action on a deal.

Özetle CRM Yapay Zeka

6. Reporting, Dashboards and Meeting Notes

Anlayışlı bir şekilde: 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.

İçgörülü Raporlama

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

Özet CRM Yapay Zeka Toplantı Özetleme

7. Organizations, Records and Quotes

Anlayışlı bir şekilde: 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.

Insightly Kuruluşları

Özetle 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.

Özetle CRM Teklifleri ve Faturaları

8. Entegrasyonlar

Anlayışlı bir şekilde: 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.

Anlayışlı ve Kusursuz Entegrasyonlar

Özetle 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.

Özetle CRM Faydalı Entegrasyon

9. Destek ve Biletleme

Anlayışlı bir şekilde: 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.

Insightly Destek ve Biletleme

Özetle 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 Güvenilir Müşteri Desteği

10. Fiyatlandırma ve Maliyet

Here are both plan ladders side by side.

AşamaAnlayışlıÖzetle CRM
GirişAyrıca — aylık kullanıcı başına 29 dolarVakıf — Kullanıcı başına aylık 13 dolar
BüyümeBüyüme — Kullanıcı başına aylık 25 dolar
OrtaProfesyonel — Kullanıcı başına aylık 49 ABD dolarıPro — Kullanıcı başına aylık 42 dolar
Üst OrtaKurumsal — Kullanıcı başına aylık 59 ABD doları
TepeKurumsal — Kullanıcı başına aylık 99 ABD dolarıKurumsal — Kullanıcı başına aylık 79 ABD doları

Anlayışlı bir şekilde: 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.

Özetle 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.

Farklı Senaryolar

İhtiyacınız varsa...SeçmekNeden
En düşük aylık maliyetÖzetle CRM$16 less per user at entry
Projects after the saleAnlayışlıMilestones, tasks and Gantt charts
Dahili e-posta pazarlamaÖzetle CRMNo paid add-on required
HIPAA or GDPR dutiesAnlayışlıSOC 2 Tip II sertifikalı
Deep app connectionsAnlayışlı2.000'den fazla AppConnect bağlantı noktası
Fastest team adoptionÖzetle CRMShortest learning curve

💰 Bütçeniz

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.

🔌 Teknoloji Altyapınız

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

📝 Satış Süreciniz

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

🎓 Deneyim Seviyeniz

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.

🆓 Ücretsiz Deneme Sürümleri ve Demolar

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

🛟 Destek Seçenekleri

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

Geçiş Kılavuzu

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

🔄 Switching from Insightly to Nutshell CRM?

✅ Kazanacaklarınız:

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

❌ Kaybedecekleriniz:

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

📋 Nasıl geçiş yapılır:

  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?

✅ Kazanacaklarınız:

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

❌ Kaybedecekleriniz:

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

📋 Nasıl geçiş yapılır:

  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

İncelememizin Kapsamadığı Şeyler

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.

Nihai Karar

KategoriKazanan
💰 FiyatlandırmaÖzetle CRM
🚀 Temel CRM ÖzellikleriAnlayışlı
📁 Proje YönetimiAnlayışlı
📧 E-posta PazarlamasıÖzetle CRM
📊 RaporlamaAnlayışlı
👶 Kullanım KolaylığıÖzetle CRM
🔌 EntegrasyonlarAnlayışlı
🏆 Genel KazananAnlayışlı

🏆 KAZANAN: INSIGHTLY

Insightly 7 kategoriden 4'ünde birincilik elde etti.

En uygun kullanım alanı: 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'nin Karşılaştırmalı Özelliklerinden Daha Fazlası

Here is how Insightly measures up against other CRMs:

Inightly ve HubSpot karşılaştırması

Insightly şu konularda öne çıkıyor: native project delivery, per-seat cost at the mid tier, HIPAA compliance

HubSpot şu konularda öne çıkıyor: free starting tier, marketing depth, larger partner marketplace

Inightly ve Zoho CRM karşılaştırması

Insightly şu konularda öne çıkıyor: simpler onboarding, cleaner data input, faster rollout

Zoho CRM şu alanlarda öne çıkıyor: feature depth, cheaper top tier, wider first-party app suite

Insightly vs Pipedrive

Insightly şu konularda öne çıkıyor: project milestones, AppConnect breadth, service and ticketing path

Pipedrive şu konularda galip geldi: lower entry price, tighter deal-only focus, quicker pipeline setup

Inightly ve Salesforce karşılaştırması

Insightly şu konularda öne çıkıyor: setup speed, no admin headcount required, predictable per-user costs

Salesforce şu konularda üstünlük sağladı: customization ceiling, reporting engine, network of certified partners

Nutshell CRM'in Daha Fazlası Karşılaştırması

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

İhtiyaçlarınıza En Uygun CRM Araçları

Nutshell CRM ve HubSpot karşılaştırması

Nutshell CRM şu konularda üstünlük sağlıyor: flat low pricing, free migration, no seat minimums

HubSpot şu konularda öne çıkıyor: workflow branching, content tools, reporting customization

Özetle CRM vs Keap

Nutshell CRM şu konularda üstünlük sağlıyor: entry price, faster setup, simpler daily screens

Keap şu konularda kazandı: otomasyon inşaatçı, payments and invoicing depth, appointment tools

Nutshell CRM ve Freshsales CRM karşılaştırması

Nutshell CRM şu konularda üstünlük sağlıyor: bundled email marketing, unlimited contacts, live support on all plans

Freshsales CRM şu alanlarda öne çıkıyor: built-in phone, AI lead scoring, free starter plan

Özetle CRM vs Kapsül CRM

Nutshell CRM şu konularda üstünlük sağlıyor: lead discovery tools, pipeline views, campaign sending

Capsule CRM şu alanlarda üstünlük sağlıyor: free tier for tiny teams, lighter interface, simpler task board

Sıkça Sorulan Sorular

Insightly ne için kullanılır?

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.

Insightly kullanımı kolay mı?

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 iyi bir CRM mi?

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.

Bir CRM yazılımının aylık maliyeti ne kadar?

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.

En iyi CRM yazılımı hangisi?

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.

İlgili Makaleler