你想选择正确的 客户关系管理这很难，对吧？
You want something that helps your business grow, but all these choices are confusing.
You’re probably tired of reading long reviews that don’t tell you what 真的 matters.
We’re breaking down Insightly vs Nutshell 客户关系管理.
We’ll show you which one might be the best for you in 2025.
Let’s 制作 this decision easier.
概述
We’ve spent countless hours diving deep into both Insightly and Nutshell 客户关系管理.
Our team rigorously tested each platform, exploring every feature, from contact management to sales 自动化, to bring you a clear, hands-on comparison.
需要 客户关系管理 that goes beyond sales with robust project management tools? Insightly’s got you covered.
定价： It has a free trial. The premium plan starts at $29/month.
主要特点：
- 项目管理
- 工作流程自动化
- Relationship Linking
果壳 客户关系管理 helps you automate sales and manage customer relationships site properly. Explore it!
定价： It has a free trial. The premium plan starts at $13/month.
主要特点：
- Contact management
- Sales automation
- Email marketing
什么是 Insightly？
Insightly is more than just a 客户关系管理. It blends sales with project management.
Imagine managing leads and projects in one place.
It’s built for businesses that need that combo.
They want to track customers and deliver projects smoothly.
此外，探索我们最喜欢的 Insightly 替代品…
我们的观点
Insightly is a solid choice for businesses that need a scalable CRM with project management capabilities.
主要优点
- Scalable for growth: Adapt the platform as your business expands.
- Project management features: Keep your projects organized and on track.
- Customizable dashboards and reports: Get the insights you need to make informed decisions.
- 与流行应用程序的集成： 与您最喜欢的商业工具连接。
定价
- 加: $29/user/month.
- 专业的：每位用户每月 49 美元。
- 企业: $99/user/month.
Você pode ter mais de um espaço de trabalho.
缺点
什么是果壳？
Nutshell CRM. It’s built for sales teams.
Focuses on pipeline management. It aims to simplify sales processes.
It makes it easy to track deals. Helps your team close more sales.
此外，探索我们最喜欢的 果壳壳替代品…
我们的观点
摆脱混乱，发展业务！果壳 CRM 帮助你实现销售自动化，并妥善管理客户关系。免费试用果壳 CRM 软件，体验与众不同！
主要优点
- 轻松的联系人管理： 将所有客户信息集中整理，轻松访问联系方式、沟通历史记录和备注。
- 内置 电子邮件营销：向您的潜在客户和客户发送有针对性的电子邮件营销活动。通过自动化电子邮件序列培养客户关系并推动销售。
- Sales automation: 通过自动化工作流程简化您的销售流程。减少手动任务，专注于达成交易。
- 出色的客户支持： Nutshell 一流的客户支持团队以反应迅速和乐于助人而闻名。
定价
- 基金会:$13/用户/月。
- 生长：每位用户每月 25 美元。
- : Für immer kostenlos:$42/用户/月。
- É onde todos os seus projetos e tarefas são organizados.：每位用户每月 59 美元。
- 企业：每位用户每月 79 美元。
Você pode ter mais de um espaço de trabalho.
缺点
功能比较
This analysis evaluates two powerful crm software solutions: Insightly CRM, known for its unique blend of sales and task management.
Nutshell CRM, a highly-rated platform specializing in sales automation and robust pipeline visibility.
This comparison clarifies which crm solution is the better investment for nurturing client relationships versus optimizing the overall sales workflow.
1. Core Focus and System Type
- Insightly CRM: A versatile platform that blends customer relationship management with native project management features. Its focus is on providing marketing teams and sales teams with a unified view of the entire client lifecycle, making it a robust set of crm tools.
- 果壳客户关系管理: Designed as an all in one crm primarily for 小型企业, offering a highly usable interface dedicated to sales pipeline management and relationship tracking. It aims for simplicity and speed.
2. Pipeline and Lead Management
- Insightly CRM: Offers robust sales pipeline management and sales opportunities tracking. Insightly offers strong lead routing features and assign tasks functionality based on pipeline stage.
- 果壳客户关系管理: Excels in visualizing the sales pipeline with drag-and-drop tools. Its core design prioritizes keeping single user or small business teams focused on closing deals using simple, effective contact management.
3.报告和分析
- Insightly CRM: Provides strong analytics across sales and marketing, giving marketing teams and sales leaders deep insights. It’s noted by reviews like pc magazine for its feature depth in this area.
- 果壳客户关系管理: Features a full 报告 suite with reporting suite capabilities for sales performance and forecasts. Users can create custom fields and reports easily to maximize the value of their customer Das bedeutet, dass Ihr.
4. Integration and Ecosystem
- Insightly CRM: Offers excellent integration with key platforms like google workspace and provides strong API access. It positions itself as modern crm teams love for integration flexibility.
- 果壳客户关系管理: Offers seamless integration, including calendar sync and essential connections. It works well with third-party tools but doesn’t have the extensive integrated marketing hub of platforms like HubSpot.
5. Automation and Workflow
- Insightly CRM: Features strong workflow automation to streamline follow-ups and repetitive administrative work, assisting both sales and marketing teams.
- 果壳客户关系管理: Provides effective sales automation and workflow tools, including personal email sequences and automation rules designed to keep the sales pipeline moving efficiently.
6. Usability and Learning Curve
- Insightly CRM: Has a slight learning curve due to its blend of project and CRM features but is praised for providing a powerful, full crm feature set, appealing to marketing teams who need both.
- 果壳客户关系管理: Highly regarded for its ease of use and intuitive interface, making it quick for a single user or small business to get started and manage their pipeline without extensive training.
7. Core Marketing Tools
- Insightly CRM: Insightly marketing is available as a powerful add-on module for managing campaigns, email delivery, and engagement tracking for sales opportunities.
- 果壳客户关系管理: While it offers email templates and sequencing for outreach, it relies more on integrated tools rather than an extensive, native marketing hub for large-scale marketing teams.
8. Support and Security
- Insightly CRM: The insightly service module provides dedicated customer support. Its overall reliability has been noted by external reviews, ensuring data integrity.
- 果壳客户关系管理: Offers free live support and prioritizes security, backing its claims with an 审计 log and transparent policies to build customer trust. The setup process from the browser is straightforward.
9. Feature Depth and Value
- Insightly CRM: Insightly offers a comprehensive blend of sales and project tools, providing strong value for teams that need to link their sales process to execution.
- 果壳客户关系管理: Offers excellent value, particularly with its 简化 per user pricing model and full reporting suite, making it an affordable yet powerful option for the single user and small business market.
What to Look For in a CRM Tool?
- Egal für welches Tool Sie sich entscheiden, denken Sie daran: Konsequenter Einsatz und eine starke Strategie sind der Schlüssel zum Erfolg mit Cold-E-Mails. Jetzt gehen Sie raus und fangen Sie an, neue Kunden zu gewinnen! Does it play well with your current tools and site properly? Seamless connections save time and reduce errors.
- Se você precisa gerenciar diversas plataformas de mídia social além das principais, o Buffer pode ser uma escolha melhor. Can it grow with your business? Choose a CRM that can adapts to your evolving needs.
- User-friendliness: Is it easy for your team to adopt? Simple interfaces encourage consistent use and faster training.
- 支持： Does it offer reliable customer service? Quick help is crucial when issues arise.
- 报告： Does it provide the insights you need? Data-driven decisions depend on accurate and accessible reports.
- 定制： Can you tailor it to fit with your specific workflows? Flexibility ensures that the CRM matches your unique business processes.
- 移动访问： Is the mobile experience robust? On-the-go access keeps your team connected and productive.
- Die 9 besten Lernmanagement-Softwares (LMS) für 2025 15: Does it meet your data security requirements? Protecting sensitive information builds trust and ensures compliance.
最终裁决
那么，哪一个会获胜？
For most small businesses, Nutshell CRM is the better choice.
It’s just easier to use. You can get started fast. Plus, their customer service is really good.
Insightly has more features. But, it can be a bit much.
If you want something simple and user-friendly, go with Nutshell.
我们已经尝试过这两种方法，我们认为 Nutshell 可以帮助您成长，而不会使事情变得太复杂。
Trust us, we know what works.
关于 Insightly 的更多信息
以下是 Insightly 与这些软件解决方案的简要比较：
- Insightly vs Pipedrive: Insightly 专注于具有集成项目管理功能的 CRM；Pipedrive 擅长可视化销售管道管理，通常是以销售为中心的团队的首选。
- Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
- Insightly vs Keap: Insightly 提供强大的客户关系管理功能和项目跟踪功能；Keap 提供强大的营销自动化、电子邮件营销活动和全面的销售功能。
- Insightly vs ActiveCampaign: Insightly 将客户关系管理与项目管理功能融为一体；ActiveCampaign 在高级营销自动化、电子邮件排序和潜在客户评分方面表现出色。
- Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
- Insightly vs Clickfunnels: Insightly 是一款具有项目管理功能的 CRM；ClickFunnels 主要是一款销售漏斗构建工具，用于创建着陆页和实现销售流程自动化。
- Insightly vs Folk: Insightly 是一款具有项目管理功能的综合客户关系管理软件；而 Folk 则是一款更加精简的协作式联系人管理工具。
- Insightly vs Instantly: Insightly 提供强大的客户关系管理（CRM）和项目管理解决方案；Instantly 专注于自动化的冷门电子邮件推广和潜在客户生成。
- Insightly vs ClickUp: Insightly integrates CRM and project management; ClickUp is a versatile work management platform that can be configured for CRM tasks.
- Insightly vs 星期一: Insightly 将客户关系管理与项目管理相结合；Monday CRM 是一个高度可定制的工作操作系统，可满足各种客户关系管理需求。
- Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
- Insightly vs Freshsales: Insightly 是一款功能强大的 CRM，具有项目管理功能；Freshsales CRM 提供先进的销售自动化、人工智能洞察力和多渠道沟通。
- Insightly vs Salesforce: Insightly 是一款集成了项目管理功能的综合性客户关系管理软件；Salesforce 则是一款企业级、高度可定制且扩展性强的客户关系管理解决方案。
- Insightly 与 Zendesk: Insightly 是一款具有项目管理功能的 CRM；Zendesk 主要侧重于客户支持和服务票单。
果壳 CRM 的更多信息
下面是 Nutshell CRM 与这些软件解决方案的简要比较：
- Nutshell 与 Pipedrive: It stands out for its visual pipeline management, while Nutshell focuses on user-friendliness and simplicity.
- Nutshell CRM 与 GoHighLevel: Nutshell CRM 是一款以销售为中心的 CRM，强调易用性和渠道管理，而 GoHighLevel 则提供更广泛的营销、销售和代理管理工具。
- 果壳 CRM vs Keap: Nutshell CRM 专注于简化销售流程和协作；Keap 提供先进的营销自动化和销售线索管理功能。
- Nutshell CRM 与 ActiveCampaign: Nutshell CRM 简化了销售和联系人跟踪，而 ActiveCampaign 擅长复杂的营销自动化、细分和电子邮件活动。
- 果壳 CRM vs Hubspot: Nutshell CRM 为销售管道管理和客户关系提供了一个直观的界面，而 HubSpot 则为营销、销售和服务提供了一个广泛的一体化平台。
- 果壳 CRM vs Clickfunnels: Nutshell CRM 是一款以销售为重点的专用 CRM；ClickFunnels 专门从事销售漏斗和着陆页面的构建，以促进转化。
- 果壳客户关系管理与民间: Nutshell CRM 是一款以销售为中心的 CRM，具有强大的报告和管道管理功能；Folk 强调协作式联系人组织和人工智能驱动的充实功能。
- Nutshell CRM 与 Instant: Nutshell CRM 专注于管理销售渠道和客户互动，而 Instantly 则面向大批量 冷电子邮件 外联和引导。
- Nutshell CRM 与 ClickUp: Nutshell CRM 是一款专门用于销售和客户关系管理的工具，而 ClickUp 是一款包含 CRM 功能的多功能工作管理平台。
- 果壳 CRM 与 Monday CRM: Nutshell CRM 提供了简化的销售流程和清晰的管道可视化；Monday CRM 提供了高度可定制的可视化工作流程和跨职能的强大团队协作。
- Nutshell CRM vs Capsule CRM: Nutshell CRM 侧重于直观的销售管道管理和自动化；Capsule CRM 是一款更简单的联系人管理器，主要用于跟踪销售机会。
- 果壳 CRM 与 Insightly: Nutshell CRM 侧重于小型企业销售团队的易用性；Insightly 则提供了更全面的 CRM，并增加了项目管理功能。
- Nutshell CRM vs Freshsales CRM: Nutshell CRM 提供易于使用的销售管道和团队协作；Freshsales CRM 包括人工智能驱动的洞察力和更广泛的销售队伍自动化。
- Nutshell CRM 与 Salesforce: Nutshell CRM 为中小型企业提供了一个简单、经济的解决方案；Salesforce 则是一个高度可扩展、功能丰富的企业 CRM。
常见问题
What is the main difference between Insightly and Nutshell CRM?
Insightly is a more comprehensive CRM with advanced features and customization options, suitable for larger businesses with complex needs. Nutshell CRM is simpler and more user-friendly, ideal for smaller businesses that prioritize ease of use and a quick setup.
How do the prices of Insightly and Nutshell CRM compare?
Both platforms offer tiered pricing based on features and user numbers. Generally, Insightly’s higher tiers can be more expensive, especially for larger teams. Nutshell CRM may offer more competitive pricing for smaller businesses.
Can these CRMs allow users to automate tasks?
Yes, both CRMs offer automation capabilities. Insightly provides more extensive workflow automation features, while Nutshell CRM offers basic automation options.
Which CRM is best for managing projects?
Insightly is better suited for project management due to its integrated project management features, including task management, timelines, and resource allocation. Nutshell CRM has limited project management capabilities.
How well do these CRMs integrate with other business tools?
Both platforms offer integrations with other business tools. Insightly boasts a wider range of integrations, while Nutshell CRM focuses on key integrations for essential tools like email and calendar.
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