Insightly có phải là một công ty SaaS không?

Yes. Insightly sells cloud-hosted subscription software billed per user per month, with no on-premise install required.

Ai là người sáng lập Insightly?

Founder and leadership details are published on the company's own about page, which is the most reliable place to check current names.

Insightly CRM là gì?

Insightly CRM is a cloud customer relationship management platform that combines contact management, sales pipelines and project management in one account.

CEO của Insightly CRM là ai?

Executive leadership changes over time. Check the official Insightly about page for the current CEO rather than relying on third-party listings.

Ai sử dụng Insightly?

Small and mid-sized companies use it, especially agencies and consultancies where a closed deal becomes a delivered project.

Hội Chữ thập đỏ sử dụng hệ thống CRM nào?

Public information about which CRM any specific charity runs is not confirmed by Insightly. Treat unsourced claims about named organizations with caution.

Insightly đặt tại đâu?

Insightly is a United States based software company. The registered office address is listed on its website contact page.

Insightly có ứng dụng dành cho thiết bị di động không?

Yes. The mobile app lets you add contacts on the go, scan a business card, create projects and assign tasks to team members.

CRM Insightly là gì?

It refers to the Insightly CRM product, which stores customer records, tracks the sales pipeline and links each deal to project work.

CRM trên máy Mac là gì?

CRM on a Mac simply means running customer relationship management software on macOS. Insightly and Nutshell CRM are both web-based, so any browser works.

CRM trong ngành dược phẩm là viết tắt của từ gì?

In pharmaceutical sales, CRM still stands for customer relationship management, though systems there add compliance and prescriber tracking rules.

Hệ thống CRM trong ngành bảo hiểm là gì?

An insurance CRM tracks policyholders, renewals and claims activity. The core idea matches any other CRM system, with industry fields added.

Các dự án Insightly là gì?

Projects are delivery workspaces inside the CRM. Each one holds milestones, pipelines, tasks and files linked to the original opportunity.

Insightly lưu trữ dữ liệu ở đâu?

Data sits in Insightly's cloud infrastructure. The company states compliance with SOC 2 Type II, GDPR and HIPAA.

Insightly có ích gì?

It excels in customization, integrations and speed for businesses needing a tight project management and CRM linkage.

Chức năng của Insightly là gì?

It centralizes contacts, tracks sales opportunities, automates routine work and reports on business performance through dashboards.

Insightly có phải là phần mềm dựa trên nền tảng đám mây không?

Yes. It is accessible via web browser and mobile app, so there is nothing to install on a desktop.

CEO của Insightly là ai?

Refer to the official Insightly website for current executive names, since leadership pages are updated more reliably than press summaries.

Insightly hiện có bao nhiêu người dùng?

Insightly does not publish a live customer count. Any specific figure circulating online should be treated as an estimate.

Ai là chủ sở hữu của Insightly?

Ownership details, including any parent company, are disclosed on the official Insightly site and in company registration records.

Trụ sở chính của Insightly nằm ở đâu?

The company headquarters address is listed on the Insightly contact page. It is a United States based operation.

CEO của Insightly AI là ai?

Insightly AI is not a separate company. AI features such as Copilot sit inside the main Insightly CRM product.

Tóm lại, CRM là gì?

In short, CRM software stores every customer record in one place so a team can track conversations, deals and follow-ups without spreadsheets.

Nền tảng Nutshell là gì?

Nutshell is a cloud-based CRM and marketing platform for small to mid-sized B2B sales teams, covering pipelines, email campaigns and reporting.

CEO của Nutshell CRM là ai?

Current leadership names are published on the Nutshell website. Company pages stay more current than secondary directories.

Tóm tắt ngắn gọn về CRM?

CRM is software that organizes contacts, tracks the sales pipeline and records every interaction so teams can respond faster and forecast better.

CRM là gì, nói một cách đơn giản?

It is one shared address book with a memory. It remembers who your customers are, what you promised and what happens next.

Nutshell trong lĩnh vực phần mềm là gì?

In software terms, Nutshell is a CRM application. It handles contact management, sales automation, pipeline tracking and email marketing.

Nutshell được sử dụng ở đâu?

It is used by small and mid-sized B2B sales teams worldwide, typically in services, manufacturing and agency businesses.

Nutshell CRM đặt tại đâu?

Nutshell is a United States based company. The office address appears on its official contact page.

Nutshell CRM có trụ sở ở đâu?

The company is headquartered in the United States. Check the official site for the current registered address.

What is the Nutshell program?

The Nutshell program is the CRM application itself, available in a web browser and as a mobile app for iOS and Android.

Nutshell có ứng dụng không?

Yes. Nutshell provides a mobile application for both iOS and Android platforms, with calendar sync and click-to-call.

Nutshell có phải là một công ty tốt không?

Reviewers rate the product highly for ease of use and support. Free data migration and live support on all plans are frequently praised.

Tóm tắt nội dung cuốn sách "Nutshell" là gì?

That question refers to Ian McEwan's 2016 novel, which is unrelated to Nutshell CRM. This comparison covers only the CRM software.

Nutshell là ứng dụng tuyệt vời nào mà chúng ta có thể sử dụng để làm gì?

Teams use it to capture leads through web forms, move deals across a visual pipeline, send email campaigns and report on sales KPIs.

Phần mềm CRM thường có giá bao nhiêu?

Most small business CRM plans run between $12 and $100 per user per month. Insightly starts at $29 and Nutshell CRM starts at $13.

Mua một phần mềm CRM có giá bao nhiêu?

These platforms are subscriptions rather than one-time purchases. Budget the per-seat price multiplied by headcount, plus any add-on products.

Làm thế nào để tính toán chi phí CRM?

Multiply the per-user price by seat count, add separate products such as marketing or service, then add any migration or training costs.

Định giá B2B là gì?

B2B pricing is how business-to-business vendors set rates, often per seat and per tier, with annual commitments lowering the effective monthly cost.

Which CRM solutions execute campaigns in multiple languages?

Both platforms send campaigns in any language you write. Neither publishes a fixed list of supported interface languages, so confirm with the vendor before rollout.

Why does a browser verification screen appear before the site loads?

Some networks show a Cloudflare check first. The page displays a Ray ID while verifying you are human, shows a verification successful waiting message, then loads the site properly within seconds of proceeding.

Insightly vs Nutshell CRM: Which CRM Wins in 2026?

bởi Fahim Joharder | Last updated Aug 7, 2026

Người thắng

4.1

SOC 2 Type II, GDPR & HIPAA
Hơn 2.000 trình kết nối AppConnect
Copilot AI Email Summaries
Projects + CRM in One Tool
Biểu đồ Gantt sẽ được thêm vào năm 2025.
Rated by PC Magazine & G2
Các gói dịch vụ từ 29 đô la/người dùng/tháng

HÃY THỬ XEM

Chạy lên

2.8

Plans Start at $13/user/mo
Miễn phí Dữ liệu Bao gồm cả quá trình di cư
Unlimited Contacts, No Caps
Chế độ xem Bảng, Danh sách, Bản đồ & Biểu đồ
Hơn 5.000 ứng dụng thông qua Zapier
Dùng thử miễn phí 14 ngày
Các gói dịch vụ từ 13 đô la/người dùng/tháng

HÃY THỬ XEM

⚡ Nhận định nhanh:

Chạy: Insightly starts at $29/user/month. Nutshell CRM starts at $13 per user per month.
Phù hợp nhất cho: Insightly suits teams tying project management to customer relationship management. Nutshell CRM suits small businesses that want sales tự động hóa với ngân sách hạn chế.
Điểm khác biệt chính: Insightly ships projects, milestones and an opportunities dashboard inside the CRM. Nutshell CRM keeps the funnel simple and adds email marketing.
Lựa chọn của chúng tôi: 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 việc kinh doanh.

Toàn cảnh

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

It also breaks down who each platform works best for.

Của chúng tôi nhà văn spent hands-on time with Nutshell CRM directly.

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

Cuối cùng, bạn sẽ biết phần mềm CRM nào phù hợp với nhóm của mình.

Hãy dùng thử Insightly MIỄN PHÍ

Insightly là gì?

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.

Đánh giá Insightly CRM: Tốt hơn mong đợi?

🏆 Người chiến thắng: Insightly

⭐ 4.1/5 | 💰 Từ 29 đô la/người dùng/tháng

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

THỬ INSIGHTLY NGAY BÂY GIỜ →

ĐỌC TOÀN BỘ BÀI ĐÁNH GIÁ →

HƯỚNG DẪN CHI TIẾT →

Định giá Insightly

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

Kế hoạch	Giá	Tốt nhất cho
Thêm vào đó	29 đô la/người dùng/tháng	Các đội bán hàng nhỏ bắt đầu với CRM
Chuyên nghiệp	49 đô la/người dùng/tháng	Teams needing dashboards and app integration
Doanh nghiệp	99 đô la/người dùng/tháng	Full access to every feature and kiểm toán nhật ký

Pricing verified August 2026.

Dùng thử miễn phí: Yes. Insightly runs a free trial of the CRM so you can test records, báo cáo and workflow automation before you pay.

Đảm bảo hoàn tiền: None advertised. Plans are billed annually, so review the terms before you commit for a year.

📌 Ghi chú: 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.

⚠️ Cảnh báo: 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.

Hãy dùng thử Insightly MIỄN PHÍ

Những lợi ích chính của Insightly

Dưới đây là những lý do khiến Insightly đáng để bạn xem xét:

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.
Các quy trình tùy chỉnh: Kanban views track each stage of sales. Custom fields let you customize records to match your process.
Các tích hợp AppConnect: A low-code integration engine ships over 2,000 pre-built connectors. Google Workspace, Gmail and Outlook all connect.
Phi công phụ Trợ lý AI: Copilot summarizes emails and speeds up data retrieval. It is one of the newer AI features in the platform.
Bảo mật và Tuân thủ: 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.
Chụp ảnh bằng điện thoại di động: 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.

Hãy dùng thử Insightly MIỄN PHÍ

Những điều nhóm chúng tôi nhận thấy

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.

Ưu điểm và nhược điểm của Insightly

✅ Ưu điểm

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

❌ Nhược điểm

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

Hãy dùng thử Insightly MIỄN PHÍ

Nutshell CRM là gì?

Nutshell CRM là một nền tảng dựa trên điện toán đám mây được xây dựng dành cho các đội ngũ bán hàng B2B quy mô nhỏ và vừa.

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.

Hướng dẫn sử dụng Nutshell CRM năm 2026 | Cách sử dụng Nutshell CRM

🥈 Runner Up: Nutshell CRM

⭐ 2.8/5 | 💰 Từ $13/người dùng/tháng

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

THỬ NUTSHELL CRM NGAY BÂY GIỜ →

ĐỌC TOÀN BỘ BÀI ĐÁNH GIÁ →

HƯỚNG DẪN SỬ DỤNG CRM TÓM GỌN

Bảng giá CRM tóm tắt

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

Kế hoạch	Giá	Tốt nhất cho
Sự thành lập	13 đô la/người dùng/tháng	A single user testing basic contact management
Sự phát triển	25 đô la/người dùng/tháng	Small teams adding sales automation
Chuyên nghiệp	42 đô la/người dùng/tháng	Nhiều quy trình và chuỗi email cá nhân
Việc kinh doanh	59 đô la/người dùng/tháng	Các nhóm cần bộ báo cáo đầy đủ
Doanh nghiệp	79 đô la/người dùng/tháng	Larger teams needing an audit log and territories

Pricing verified August 2026.

Dùng thử miễn phí: Yes. Nutshell offers a free 14-day trial for new users, so you can create a pipeline and view real deals before paying.

Đảm bảo hoàn tiền: None advertised. Free data migration and free live support come with all plans instead.

📌 Ghi chú: 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.

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

Dùng thử Nutshell CRM MIỄN PHÍ

Những lợi ích chính của Nutshell CRM

Here is where Nutshell CRM earns its place:

Thời gian học hỏi ngắn: Nutshell CRM is rated one of the friendlier CRM tools for B2B teams. Most users are productive within days.
Quản lý quy trình trực quan: Drag-and-drop boards move deals through stages. Board, List, Map and Chart views cover different ways to read the funnel.
Tự động hóa bán hàng: Lead routing, follow-up notifications and email sequences run without manual work. That cuts time-wasting tasks for every person on the team.
Khám phá tiềm năng: 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.
Ứng dụng di động: 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.

Dùng thử Nutshell CRM MIỄN PHÍ