Insightly vs Nutshell CRM:2025 年哪种 CRM 会胜出?

| 4 月 7, 2025

优胜者
Insightly
9.0
  • 管道管理
  • 线索追踪
  • 工作流程自动化
  • 项目管理
  • 洞察力营销
  • 提供免费计划
  • 付费计划,每月 29 美元起
亚军
果壳客户关系管理
7.0
  • 电子邮件和日历同步
  • 管道管理
  • 团队协作
  • 销售自动化
  • 营销自动化
  • 提供免费计划
  • 付费计划 $13 起/月
无题设计 12

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 really 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 make 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 automation, to bring you a clear, hands-on comparison.

Insightly

Need a CRM that goes beyond sales with robust project management tools?

9满分 10 分

定价: 它有一个免费计划。高级计划起价为 $29/月。

主要特点:

  • 工作流自动化。
  • No-Code Customization.
  • Comprehensive 报告.
果壳客户关系管理 CTA

Ready to simplify your sales process? Nutshell, known for its ease of use.

7满分 10 分

定价: 它有一个免费计划。高级计划起价为 $13/月。

主要特点:

  • 简化 界面
  • Strong Email Marketing
  • Easy Pipeline Management.

什么是 Insightly?

Insightly is more than just a CRM. 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

Insightly
Insightly
9.0

准备好简化您的业务流程并建立更牢固的关系了吗?开始免费试用 Insightly,看看它的与众不同之处!

主要优点

    • 提高生产率:通过 20% 提高项目完成率。
    • 增加收入: 有效跟踪线索,达成更多交易。
    • 加强合作: 连接团队,加强沟通。
    • 获得宝贵的见解: 深入了解客户。

定价

所有计划都将 每年计费.

  • : $29/user/month.
  • 专业的:每位用户每月 49 美元。
  • 企业: $99/user/month.
Insightly Pricing

优点

  • 令人难以置信的多功能平台。
  • 强大的自动化功能。
  • 非常适合机构使用。
  • 与流行的业务应用程序集成。
  • 与许多应用程序集成。

缺点

  • 电子邮件营销功能有限。
  • 有些功能感觉很复杂。
  • 移动应用程序是一个单独的附加组件。
  • 初学者学习曲线陡峭。

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

果壳客户关系管理 CTA
果壳
7.0

准备好提高销售额了吗?据 Nutshell 用户报告,他们的成交量平均增加了 20%。

主要优点

  • 精简 销售流程:果壳》强调清晰的管道可视化。它能帮助你推进交易。
  • 团队协作: 内置工具支持团队销售。每个人都能保持一致。
  • 报告与分析: 深入了解销售业绩。轻松跟踪关键指标。
  • 集成选项: 与其他业务工具连接。扩展 Nutshell 的功能。
  • 自动化功能: 自动执行重复性任务。节省时间,提高生产力。

定价

所有计划都将 每年计费.

  • 基金会:$13/用户/月。
  • 生长:每位用户每月 25 美元。
  • 专业版:$42/用户/月。
  • 商业:$59/用户/月。
  • 企业:$79/用户/月。
果壳 CRM 定价

优点

  • 易于使用的界面。
  • 出色的管道管理。
  • 强大的团队协作工具。
  • 实用的销售报告功能。
  • 良好的集成选项...

缺点

  • 对于小团队来说,成本可能会很高。
  • 有限的自定义选项。
  • 移动应用程序有待改进。
  • 某些功能需要更高的层级。

功能比较

Let’s dive into the core features of Insightly and Nutshell CRM.

We’ll break down each aspect, showing you where each platform shines, so you can see which one truly fits your needs.

1. User-Friendly Interface and Ease of Use

Both platforms aim to be easy to use, but Insightly offers more customizable dashboards, which can be overwhelming for some 小型企业.

Nutshell CRM is known for its more intuitive and user-friendly setup, making it quicker to get started.

2. Customer Service and Support

When it comes to customer service, Insightly provides various support channels, including email and phone.

Nutshell CRM also offers strong support, often praised in user reviews for its responsiveness and personal touch.

What is Insightly

3. Email Marketing Capabilities

For email marketing, Insightly has built-in features that allow you to create and send campaigns directly.

Nutshell CRM requires you to integrate with third-party email tools, which might add complexity but also flexibility.

4. Sales Forecasting and Reporting

Both CRMs offer robust forecasting tools.

Insightly provides detailed reports and analytics, while Nutshell CRM focuses on visual dashboards for quick insights.

5. Integration with Other Tools

To integrate with other business tools, both platforms offer APIs and pre-built integrations.

Insightly connects with a wider range of apps, while Nutshell CRM focuses on essential integrations that are most important for small businesses.

6. 定制选项

If you want to customize everything, Insightly is more powerful.

You can create custom fields, layouts, and workflows. Nutshell CRM also allows customization, but with a simpler approach.

Nutshell CRM Sales Automation

7. User Reviews and Feedback

Checking user reviews is important.

Insightly is often praised for its depth of features, while Nutshell CRM gets high marks for its simplicity and excellent customer service.

What to Look For When Choosing The Right CRM Tool?

  • 一体化: Does it play well with your current tools? Seamless connections save time and reduce errors.
  • 可扩展性: 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.
  • 安全: 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.

We’ve tried both, and we think Nutshell will help you grow without making things too complicated.

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 Gohighlevel: Insightly 将客户关系管理与项目管理相结合,而 GoHighLevel 则是销售、营销和代理自动化的综合平台,提供更广泛的潜在客户生成工具。
  • 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 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 提供了强大的客户关系管理和项目管理功能,而 HubSpot 则为营销、销售和客户服务提供了一个庞大的一体化平台。
  • 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 与 Capsule CRM: Insightly 是一款功能更丰富的 CRM,具有项目管理功能,而 Capsule CRM 则是一款更简单、直接的联系人和销售机会跟踪器。
  • 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 CRM vs GoHighLevel: Nutshell CRM 是以销售为重点的 CRM,强调易用性和管道管理,而 GoHighLevel 则提供更广泛的营销、销售和代理管理工具。
  • 果壳 CRM vs Pipedrive: Nutshell CRM 提供用户友好的联系人管理和销售自动化功能,而 Pipedrive 则以高度可视化和可定制的销售管道而闻名。
  • 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 vs ActiveCampaign: Nutshell CRM 可简化销售和联系人跟踪,而 ActiveCampaign 则擅长复杂的营销自动化、细分和电子邮件营销活动。
  • 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。
  • 果壳 CRM 与 Instantly: Nutshell CRM 专注于管理销售管道和客户互动,而 Instantly 则面向大批量客户。 冷电子邮件 外联和引导。
  • 果壳 CRM 与 ClickUp: Nutshell CRM 是销售和客户关系管理的专用工具,而 ClickUp 则是一个包含 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。
  • 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.