Are you trying to pick the right 客户关系管理确实很难，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 重要的事情。
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.
让我们 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.
Insightly是什么？
Insightly 不仅仅是一个 客户关系管理它将销售与项目管理相结合。
想象一下在一个地方管理销售线索和项目。
它是为需要这种组合的企业而设计的。
他们希望跟踪客户并顺利交付项目。
此外，还可以探索我们最喜欢的 Insightly 的替代方案…
我们的观点
对于需要具备项目管理功能的可扩展 CRM 的企业而言，Insightly 是一个不错的选择。
主要优势
- 可扩展以适应增长： 随着业务的扩展，对平台进行相应的调整。
- 项目管理功能： 保持项目井然有序，按计划进行。
- 可自定义的仪表盘和报告： 获取所需信息，以便做出明智的决策。
- 与热门应用集成： 连接您最喜爱的商务工具。
定价
- 加：每用户每月 29 美元。
- 专业的：每用户每月 49 美元。
- 企业：99美元/用户/月。
优点
缺点
Nutshell是什么？
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，还可以探索我们最喜欢的 坚果壳替代品…
我们的观点
告别混乱，助力业务增长！Nutshell CRM 助您实现销售自动化，妥善管理客户关系。免费试用 Nutshell CRM 软件，体验卓越性能！
主要优势
- 轻松管理联系人： 将所有客户信息集中在一个地方管理。轻松访问联系方式、沟通记录和备注。
- 内置 电子邮件营销：向您的潜在客户和现有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维护客户关系并促进销售。
- 销售自动化： 利用自动化工作流程简化销售流程。减少人工操作，专注于达成交易。
- 卓越的客户支持： Nutshell 的一流客户支持团队以响应迅速和乐于助人而闻名。
定价
- 基础：每用户每月 13 美元。
- 生长：每用户每月 25 美元。
- 专业版：每用户每月 42 美元。
- 商业：59美元/用户/月。
- 企业：79美元/用户/月。
优点
缺点
功能对比
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. 核心重点和系统类型
- 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.
- Nutshell CRM: 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.
- Nutshell CRM: 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.
- Nutshell CRM: Features a full 报道 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 数据.
4. 整合与生态系统
- 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.
- Nutshell CRM: 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. 自动化和工作流程
- Insightly CRM: Features strong workflow automation to streamline follow-ups and repetitive administrative work, assisting both sales and marketing teams.
- Nutshell CRM: 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.
- Nutshell CRM: 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.
- Nutshell CRM: 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.
- Nutshell CRM: 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. 特征深度和价值
- 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.
- Nutshell CRM: 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.
选择CRM工具时应该关注哪些方面？
- 一体化： Does it play well with your current tools and site properly? 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.
- 用户友好性： 您的团队是否容易上手？简洁的界面有助于提高使用频率和加快培训速度。
- 支持： 它是否提供可靠的客户服务？出现问题时，快速获得帮助至关重要。
- 报道： 它是否提供了您所需的信息？数据驱动的决策取决于准确且易于获取的报告。
- 定制化： 您能否根据自身特定的工作流程进行定制？灵活性确保 CRM 系统能够满足您独特的业务流程需求。
- 移动访问： 移动端体验是否流畅？随时随地访问，让您的团队保持联系，提高工作效率。
- 安全: 它是否符合您的数据安全要求？保护敏感信息有助于建立信任并确保合规性。
最终判决
那么，谁会赢呢？
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.
更多 Insightly 内容
以下是 Insightly 与这些软件解决方案的简要比较：
- Insightly 与 Pipedrive 的比较: Insightly 专注于 CRM 和集成项目管理；Pipedrive 则专注于可视化销售渠道管理，通常是销售型团队的首选。
- Insightly 与 GoHighLevel 的比较Insightly 非常适合将 CRM 与项目管理相结合，它可以帮助您同时跟踪销售和项目进度。GoHighLevel 是一个满足营销机构所有需求的综合平台，它提供强大的营销和销售自动化工具，并且可以管理多个客户。
- Insightly 与 Keap: Insightly 提供功能强大的 CRM，具备项目跟踪功能；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 与 ActiveCampaign: Insightly 将 CRM 与项目管理功能相结合；ActiveCampaign 在高级营销自动化、电子邮件序列和潜在客户评分方面表现出色。
- Insightly 与 HubSpot 的比较: Insightly 提供强大的 CRM 和项目管理功能，而 HubSpot 则提供涵盖营销、销售和客户服务的庞大一体化平台。
- Insightly 与 Clickfunnels 的比较: Insightly 是一款具有项目管理功能的 CRM 系统；ClickFunnels 主要是一款销售漏斗构建器，用于创建着陆页和自动化销售流程。
- Insightly 与 Folk: Insightly 是一款功能全面的 CRM，具备项目管理功能；Folk 是一款更精简、更注重协作的联系人管理工具。
- Insightly 与 Instantly: Insightly 提供强大的客户关系管理和项目管理解决方案；Instantly 则专注于自动化陌生邮件营销和潜在客户开发。
- Insightly 与 ClickUp 的比较: Insightly 集成了 CRM 和项目管理；ClickUp 是一个功能全面的工作管理平台，可以配置用于 CRM 任务。
- Insightly 与星期一: Insightly 将 CRM 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，可适应各种 CRM 需求。
- Insightly 与 Capsule CRM 的比较: 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 与 Freshsales 的比较: Insightly 提供功能强大的 CRM 和项目管理功能；Freshsales CRM 提供高级销售自动化、AI 洞察和多渠道沟通功能。
- Insightly 与 Salesforce: Insightly 是一款功能全面的 CRM，集成了项目管理功能；Salesforce 是一款企业级、高度可定制且功能强大的 CRM 解决方案。
- Insightly 与 Zendesk: Insightly 是一款具有项目管理功能的客户关系管理系统；Zendesk 主要专注于客户支持和服务工单系统。
Nutshell CRM 的更多内容
以下是 Nutshell CRM 与这些软件解决方案的简要比较：
- Nutshell 对阵 Pipedrive: 它以可视化的流程管理脱颖而出，而 Nutshell 则注重用户友好性和简洁性。
- Nutshell CRM 与 GoHighLevel 的比较: Nutshell CRM 是一款以销售为中心的 CRM，强调易用性和销售渠道管理，而 GoHighLevel 则提供了一套更广泛的营销、销售和代理机构管理工具。
- Nutshell CRM 与 Keap: Nutshell CRM 专注于简化销售流程和协作；Keap 提供高级营销自动化和线索管理功能。
- Nutshell CRM 与 ActiveCampaign 对比: Nutshell CRM 简化了销售和联系人跟踪，而 ActiveCampaign 则擅长复杂的营销自动化、细分和电子邮件营销活动。
- Nutshell CRM 与 Hubspot 对比: Nutshell CRM 为销售渠道管理和客户关系提供了直观的界面，而 HubSpot 则提供了一个功能全面的多合一平台，用于营销、销售和服务。
- Nutshell CRM 与 Clickfunnels 的比较: Nutshell CRM 是一款专注于销售的 CRM 系统；ClickFunnels 则专注于构建销售漏斗和着陆页，以提高转化率。
- 简述 CRM 与民用: Nutshell CRM 是一款以销售为中心的 CRM，具有强大的报告和销售渠道管理功能；Folk 则强调协作式联系人组织和 AI 驱动的信息增强。
- Nutshell CRM vs Instantly: Nutshell CRM 专注于管理销售渠道和客户互动，而 Instantly 则面向高交易量场景。 冷邮件 拓展客户群体和开发潜在客户。
- Nutshell CRM 与 ClickUp 的比较: Nutshell CRM 是一款专门用于销售和客户关系管理的工具，而 ClickUp 是一个功能全面的工作管理平台，其中包含 CRM 功能。
- Nutshell CRM 与 Monday CRM 对比: Nutshell CRM 提供简化的销售流程和清晰的销售渠道可视化；Monday CRM 提供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 与 Capsule CRM 的区别: Nutshell CRM 专注于直观的销售流程管理和自动化；Capsule CRM 则是一款更简单的联系人管理工具，主要用于跟踪销售机会。
- Nutshell CRM 与 Insightly 的比较: Nutshell CRM 注重小型企业销售团队的易用性；Insightly 提供更全面的 CRM，并具有额外的项目管理功能。
- Nutshell CRM 与 Freshsales CRM 的比较: Nutshell CRM 提供易于使用的销售流程和团队协作；Freshsales CRM 包含 AI 驱动的洞察和更广泛的销售团队自动化。
- 简述 CRM 与 Salesforce: Nutshell CRM 为中小型企业提供了一种简单、经济实惠的解决方案；Salesforce 是一款高度可扩展、功能丰富的企业级 CRM。
常见问题解答
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.
这些客户关系管理系统能否允许用户自动执行任务？
Yes, both CRMs offer automation capabilities. Insightly provides more extensive workflow automation features, while Nutshell CRM offers basic automation options.
哪款CRM系统最适合项目管理？
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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