Nutshell CRM vs Insightly CRM (2024 Comparison)
Nutshell CRM offers a user-friendly interface and comprehensive sales automation tools, making it an ideal choice for small to medium-sized businesses looking to streamline their sales processes.
- Comprehensive sales automation tools
- User-friendly interface
- Strong customer support
- Limited project management features
- Fewer integrations than competitors
Free plan?
YesStarting price
$13 per month per user
Insightly CRM combines robust project management capabilities with CRM functionalities, providing a versatile platform for businesses needing to manage both customer relationships and projects.
- Robust project management capabilities
- Wide range of integrations
- User-friendly mobile app
- Higher pricing for advanced features
- Longer customer support response times
Free plan?
YesStarting price
$29 per user / monthWhat is Nutshell CRM?
Nutshell CRM is a comprehensive customer relationship management tool designed to streamline sales processes and enhance team collaboration. It offers features like contact management, sales automation, and reporting, making it an ideal choice for small to medium-sized businesses. With its intuitive interface, Nutshell CRM helps users manage their sales pipeline efficiently, ensuring no opportunity is missed. Whether you're tracking leads or analyzing sales data, Nutshell CRM provides the tools you need to stay organized and make informed decisions.
What is Insightly CRM?
Insightly CRM is a versatile customer relationship management software that caters to businesses of all sizes. It offers robust project management capabilities alongside CRM functionalities, making it a dual-purpose tool. Insightly helps users manage customer interactions, track sales opportunities, and oversee project timelines, all from a single platform. Its integration with popular apps and user-friendly interface make it a valuable asset for teams looking to improve productivity and maintain strong customer relationships.
Pros and Cons of Nutshell CRM vs Insightly CRM
Pros & Cons of Nutshell CRM
- Nutshell CRM offers a wide range of sales automation tools that streamline your sales processes, helping your team focus on closing deals and improving efficiency.
- The intuitive design of Nutshell CRM makes it easy for users to navigate and manage their CRM tasks, reducing the learning curve and increasing productivity.
- Nutshell CRM is known for its responsive customer support, ensuring users receive timely assistance and guidance when needed, enhancing the overall user experience.
- While Nutshell CRM excels in CRM functionalities, it lacks the project management capabilities found in some competitors, which may be a drawback for businesses needing both.
- Nutshell CRM offers a decent range of integrations, but it falls short compared to some competitors, which may limit its versatility for businesses using multiple tools.
Pros & Cons of Insightly CRM
- Insightly CRM combines CRM and project management features, providing a dual-purpose platform that is ideal for businesses needing to manage both customer relationships and projects.
- Insightly CRM offers an extensive list of integrations with popular apps, making it a versatile choice for businesses looking to connect their CRM with other tools.
- The mobile app of Insightly CRM is praised for its user-friendly design and functionality, allowing users to manage their CRM tasks on the go with ease.
- Insightly CRM's advanced features come at a higher price point, which may be a consideration for businesses with budget constraints.
- Some users have reported longer response times from Insightly CRM's customer support, which may be a drawback for businesses needing prompt assistance.
Nutshell CRM vs Insightly CRM: At A Glance
Nutshell CRM vs Insightly CRM: A Detailed Breakdown of Key Features
Contact Management
Nutshell CRM offers a robust contact management system that allows you to easily organize and track customer interactions. Its intuitive interface makes it simple to manage contacts and view communication history. Insightly CRM also provides strong contact management features, but Nutshell's user-friendly design gives it a slight edge. If seamless contact management is a priority, Nutshell CRM might be the better choice.
Sales Automation
Nutshell CRM excels in sales automation, offering tools to streamline your sales processes and improve efficiency. Its automation features help reduce manual tasks, allowing your team to focus on closing deals. Insightly CRM also offers sales automation, but Nutshell's comprehensive tools make it a standout choice. If sales automation is crucial for your business, Nutshell CRM could be the better option.
Reporting
Nutshell CRM provides detailed reporting features that help you analyze sales data and make informed decisions. Its customizable reports allow you to track key metrics and gain insights into your sales performance. Insightly CRM also offers reporting capabilities, but Nutshell's flexibility and depth make it a preferred choice. If reporting is a key factor, Nutshell CRM might be the better option.
Project Management
Insightly CRM stands out with its project management features, allowing you to manage projects alongside your CRM tasks. This dual functionality is ideal for businesses that need to oversee projects and customer relationships in one platform. Nutshell CRM, while strong in CRM functionalities, lacks the project management capabilities of Insightly. If project management is essential, Insightly CRM could be the better choice.
Mobile Access
Both Nutshell CRM and Insightly CRM offer mobile access, enabling you to manage your CRM tasks on the go. Insightly's mobile app is particularly praised for its user-friendly design and functionality. Nutshell CRM also provides a solid mobile experience, but Insightly's app may offer more features. If mobile access is a priority, Insightly CRM might be the better option.
Customization
Insightly CRM offers extensive customization options, allowing you to tailor the platform to your specific business needs. Its flexibility makes it a versatile choice for businesses with unique requirements. Nutshell CRM also provides customization features, but Insightly's range of options gives it an edge. If customization is important, Insightly CRM could be the better choice.
Pricing Comparison of Nutshell CRM and Insightly CRM
To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Nutshell CRM and Insightly CRM. This comparison will highlight the best option for managing your customer relationships.
Nutshell CRM Pricing Plans
- Contact management and communication timelines for organized interactions.
- Email and calendar sync to keep all communications in one place.
- Customizable single sales pipeline with a 100 open leads limit.
- Free live support to assist with any queries or issues.
- Sales and Activity quotas to set and achieve targets.
- Pipeline stage goals for better sales process management.
- Up to 25 custom fields for tailored data management.
- No active leads limit for unlimited potential.
- Sales automation to streamline repetitive tasks.
- Personal email sequences for personalized outreach.
- Full reporting suite including Activity, Funnel, and Forecast reports.
- Meeting scheduling software (lite version) for easy appointment setting.
- Unlimited Notetaker usage with AI-powered speech-to-text transcription.
- Meeting scheduling software (full version) for comprehensive scheduling.
- Audit log and changelog for tracking changes and accountability.
- Send email templates directly from Gmail for convenience.
- Unlimited custom fields, teams, currencies, and territories for full customization.
- Read-only SQL access for data analysis and reporting.
- API support for seamless integration with other tools.
- No limits on customization and reporting for ultimate flexibility.
Insightly CRM Pricing Plans
- Project management tools to streamline business processes.
- Advanced reports for insightful data analysis.
- Pre-built business dashboards for quick access to metrics.
- Free 14-Day Trial to explore features before purchase.
- Workflow automation to reduce manual tasks.
- Custom page layouts for personalized user experience.
- Free 14-Day Trial to test advanced features.
- Enhanced data management with custom fields.
- Products, pricebooks, and quotes for sales management.
- Comprehensive audit logging for security and compliance.
- Contact sales for tailored solutions and pricing.
- Advanced integration capabilities with REST API.
Our Rating Methodology
We thoroughly evaluate each CRM tool, focusing on key factors like functionality, ease of use, and customer support. By analyzing user reviews and conducting hands-on testing, we ensure our recommendations are reliable. Each factor is weighted by importance to deliver an accurate final rating, helping you make informed decisions.
Nutshell CRM or Insightly CRM: Which One Matches Your Business Needs?
Choose Nutshell CRM If You Need ...
- User-friendly CRM solution
If you are a beginner or small business owner looking for an easy-to-use CRM solution, Nutshell CRM's intuitive interface and comprehensive sales automation tools make it an ideal choice.
- Strong customer support
If you value responsive customer support and need timely assistance, Nutshell CRM's strong support team ensures you receive the help you need, enhancing your overall experience.
Choose Insightly CRM If You Need ...
- Dual-purpose CRM and project management
If you need a tool that combines CRM and project management capabilities, Insightly CRM's robust features make it a versatile choice for managing both customer relationships and projects.
- Extensive integrations
If you require a CRM with a wide range of integrations, Insightly CRM's extensive list of compatible apps ensures seamless connectivity with your existing tools, enhancing your workflow.
Frequently Asked Questions
Which CRM is better for small businesses?
Does Insightly CRM offer project management features?
Which CRM offers better customer support?
Are there any limitations to Nutshell CRM's integrations?
Is Insightly CRM suitable for large enterprises?
How does Nutshell CRM handle sales automation?
Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
