⚡ 快速结论：
- 定价： Insightly starts at $29/user/month. Nutshell CRM starts at $13 per user per month.
- 最适合： Insightly suits teams tying project management to customer relationship management. Nutshell CRM suits small businesses that want sales 自动化 预算有限。
- 主要区别： Insightly ships projects, milestones and an opportunities dashboard inside the CRM. Nutshell CRM keeps the funnel simple and adds email marketing.
- 我们的选择： 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 商业.
概述
This Insightly vs Nutshell CRM comparison covers pricing, core features and ease of use.
It also breaks down who each platform works best for.
我们的 作家 spent hands-on time with Nutshell CRM directly.
Notes on Insightly come from published documentation, pricing pages and G2 reviews.
最后，您就会知道哪款 CRM 软件最适合您的团队。
Insightly是什么？
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.
🏆 获奖者：Insightly
Insightly pairs contact management with real project delivery. It is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius.
Insightly 定价
Insightly offers three tiers. Each one is priced per user.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 加 | 每用户每月 29 美元 | 小型销售团队从 CRM 开始 |
| 专业的 | 每用户每月 49 美元 | Teams needing dashboards and app integration |
| 企业 | 每用户每月 99 美元 | Full access to every feature and 审计 日志 |
Pricing verified August 2026.
免费试用： Yes. Insightly runs a free trial of the CRM so you can test records, 报道 and workflow automation before you pay.
退款保证： None advertised. Plans are billed annually, so review the terms before you commit for a year.
📌 笔记： 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.
⚠️ 警告： 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.
Insightly 的主要优势
以下是 Insightly 值得一看的原因：
- 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.
- 可定制的管道： Kanban views track each stage of sales. Custom fields let you customize records to match your process.
- AppConnect 集成： A low-code integration engine ships over 2,000 pre-built connectors. Google Workspace, Gmail and Outlook all connect.
- 副驾驶 人工智能助手: Copilot summarizes emails and speeds up data retrieval. It is one of the newer AI features in the platform.
- 安全与合规： 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.
- 移动拍摄： 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.
我们的团队注意到了什么
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 的优点和缺点
✅ 优点
- 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
❌缺点
- 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是什么？
Nutshell CRM 是一个基于云的平台，专为中小型 B2B 销售团队打造。
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.
🥈 Runner Up: Nutshell CRM
Nutshell CRM gives small teams a working funnel in days. Free data migration and free live support come with every plan.
Nutshell CRM定价
Nutshell CRM plans are sold per user. There are five tiers.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基础 | 每用户每月 13 美元 | A single user testing basic contact management |
| 生长 | 每用户每月 25 美元 | Small teams adding sales automation |
| 专业版 | 每用户每月 42 美元 | 多个流程和个人电子邮件序列 |
| 商业 | 每用户每月 59 美元 | 需要完整报告套件的团队 |
| 企业 | 每用户每月 79 美元 | Larger teams needing an audit log and territories |
Pricing verified August 2026.
免费试用： Yes. Nutshell offers a free 14-day trial for new users, so you can create a pipeline and view real deals before paying.
退款保证： None advertised. Free data migration and free live support come with all plans instead.
📌 笔记： 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.
⚠️ 警告： 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 的主要优势
Here is where Nutshell CRM earns its place:
- 学习曲线短： Nutshell CRM is rated one of the friendlier CRM tools for B2B teams. Most users are productive within days.
- 可视化流水线管理： Drag-and-drop boards move deals through stages. Board, List, Map and Chart views cover different ways to read the funnel.
- 销售自动化： Lead routing, follow-up notifications and email sequences run without manual work. That cuts time-wasting tasks for every person on the team.
- 线索发现： 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.
- 移动应用： A mobile application covers both iOS and 安卓, 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.
我们的团队注意到了什么
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:
简述 CRM 的优缺点
✅ 优点
- Starts at $13 per user per month
- Free data migration and live support on all plans
- 无限量的 CRM 联系人，无数据限制
- Email marketing included without paid add-ons
❌缺点
- 自动化功能不如 HubSpot 先进。 Salesforce
- Email attachment handling needs work
- No true project management module
- Reporting suite sits behind the $59 tier
功能对比
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.
| 特征 | 洞察力 | Nutshell CRM |
|---|---|---|
| 起价 | 每用户每月 29 美元 | 每用户每月 13 美元 |
| 免费试用 | ✅ | ✅ 14天 |
| 项目管理 | ✅ | ❌ |
| 工作流自动化 | ✅ | ✅ |
| 内置电子邮件营销 | ❌（独立产品） | ✅ |
| 人工智能 助手 | ✅ 副驾驶 | ✅ |
| SOC 2、GDPR、HIPAA | ✅ | ❌ 未说明 |
| 免费数据迁移 | ❌ | ✅ |
| 移动应用 | ✅ | ✅ iOS 和安卓 |
| 最适合 | Teams delivering projects | 小型B2B销售团队 |
1. 核心客户关系管理和联系人管理
洞察： 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.
Nutshell 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.
2. Sales Automation and Workflow Automation
洞察： 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.
Nutshell 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.
3. 项目管理和任务管理
洞察： 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.
Nutshell 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.
4. Email Templates and Sequences
洞察： 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.
Nutshell 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.
⚠️ 警告： 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. 人工智能功能
洞察： 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.
Nutshell CRM： 人工智能工具 assist with revenue-driving tasks rather than general chat. The focus is on writing help and surfacing the next action on a deal.
6. Reporting, Dashboards and Meeting Notes
洞察： 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.
Nutshell CRM： Analytics dashboards track performance and sales KPIs. AI 会议 summarization gives you the ability to turn calls into written notes attached to the contact, so nothing depends on someone’s memory.
7. Organizations, Records and Quotes
洞察： 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.
Nutshell 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.
8. 集成
洞察： 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.
Nutshell 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.
9. 支持与票务
洞察： 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.
Nutshell 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.
10. 定价与成本
Here are both plan ladders side by side.
| 层级 | 洞察力 | Nutshell CRM |
|---|---|---|
| 入口 | 此外——每用户每月 29 美元 | 基金会——每用户每月 13 美元 |
| 生长 | ❌ | 增长——每用户每月 25 美元 |
| 中 | 专业版——每用户每月 49 美元 | 专业版——每用户每月 42 美元 |
| 中上部 | ❌ | 企业版——每用户每月 59 美元 |
| 顶部 | 企业版——99美元/用户/月 | 企业版——79 美元/用户/月 |
洞察： 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.
Nutshell 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.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 最低月费 | Nutshell CRM | $16 less per user at entry |
| Projects after the sale | 洞察力 | Milestones, tasks and Gantt charts |
| 内置电子邮件营销 | Nutshell CRM | No paid add-on required |
| HIPAA or GDPR duties | 洞察力 | SOC 2 II 型认证 |
| Deep app connections | 洞察力 | 2000 多个 AppConnect 连接器 |
| Fastest team adoption | Nutshell CRM | Shortest learning curve |
💰 您的预算
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.
🔌 您的技术栈
Both connect to Google Workspace and Microsoft tools. Insightly wins if you need a low-code integration layer across many internal systems.
📝 您的销售流程
Short transactional deals fit the Nutshell funnel well. Long deals that turn into delivery work fit Insightly better.
🎓您的经验水平
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.
🆓 免费试用和演示
Run both trials with the same ten leads. Compare how each platform handles your real records rather than a demo dataset.
🛟 支持选项
Nutshell CRM includes live chat and email help on every plan. Insightly sells a full service desk as a separate product.
切换指南
Already on one of these? Here is what changes if you move.
🔄 Switching from Insightly to Nutshell CRM?
✅ 你将获得：
- A lower bill at every comparable tier
- Email marketing bundled into the plan
- Free migration help and live chat support
❌ 你会失去什么：
- Project management, milestones and Gantt charts
- The 2,000-connector AppConnect engine
- Stated SOC 2 Type II and HIPAA compliance
📋 如何切换：
- Export contacts, companies and open opportunities to CSV
- Start the free 14-day trial and request migration help
- Rebuild your stages, then import the CSV file
🔄 Switching from Nutshell CRM to Insightly?
✅ 你将获得：
- Projects, milestones and delivery timelines
- Copilot AI and deeper reporting
- A path into Insightly Marketing and Insightly Service
❌ 你会失去什么：
- The $13 entry price and five-step plan ladder
- Bundled email campaigns and landing pages
- Free live support on the cheapest plan
📋 如何切换：
- Export your contacts, deals and activity history
- Create an Insightly account and map your custom fields
- Import records, then build your first project pipeline
我们的评测没有涵盖的内容
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.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | Nutshell CRM |
| 🚀 核心 CRM 功能 | 洞察力 |
| 📁 项目管理 | 洞察力 |
| 📧 电子邮件营销 | Nutshell CRM |
| 📊 报道 | 洞察力 |
| 👶 易用性 | Nutshell CRM |
| 🔌 集成 | 洞察力 |
| 🏆 总冠军 | 洞察力 |
🏆 获奖者：INSIGHTLY
Insightly 在 7 个类别中赢得了 4 个。
最适合： 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 的更多比较
Here is how Insightly measures up against other CRMs:
Insightly 在以下方面胜出： native project delivery, per-seat cost at the mid tier, HIPAA compliance
HubSpot 在以下方面胜出： free starting tier, marketing depth, larger partner marketplace
Insightly 在以下方面胜出： simpler onboarding, cleaner data input, faster rollout
Zoho CRM 的优势在于： feature depth, cheaper top tier, wider first-party app suite
Insightly 与 管道驱动
Insightly 在以下方面胜出： project milestones, AppConnect breadth, service and ticketing path
Pipedrive 获胜： lower entry price, tighter deal-only focus, quicker pipeline setup
Insightly 在以下方面胜出： setup speed, no admin headcount required, predictable per-user costs
Salesforce 的优势在于： customization ceiling, reporting engine, network of certified partners
Nutshell CRM 的更多比较
Weighing Nutshell CRM against other options? Start with the video, then the cards below.
Nutshell CRM 的优势在于： flat low pricing, free migration, no seat minimums
HubSpot 在以下方面胜出： workflow branching, content tools, reporting customization
Nutshell CRM 与 基普
Nutshell CRM 的优势在于： entry price, faster setup, simpler daily screens
Keap 获胜理由： 自动化 建筑商, payments and invoicing depth, appointment tools
Nutshell CRM 与 Freshsales CRM 的比较
Nutshell CRM 的优势在于： bundled email marketing, unlimited contacts, live support on all plans
Freshsales CRM 的优势在于： built-in phone, AI lead scoring, free starter plan
Nutshell CRM 与 胶囊客户关系管理
Nutshell CRM 的优势在于： lead discovery tools, pipeline views, campaign sending
Capsule CRM 的优势在于： free tier for tiny teams, lighter interface, simpler task board
常见问题解答
Insightly 的用途是什么？
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 容易使用吗？
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 是一款好的客户关系管理系统吗？
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.
CRM系统每月费用是多少？
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.
哪款CRM软件排名第一？
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.
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