# Insightly CRM vs Nutshell Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Nutshell excels in user experience, with many praising its **simple process and intuitive UI** for tracking and managing leads. Users appreciate how it "simply gets the job done," making it a strong choice for small businesses.
- **Users say** that Insightly CRM offers a unique advantage by combining **CRM and project management** in one platform. This integration allows users to track a customer from lead to delivery, which is particularly beneficial for teams that require both functionalities.
- **Reviewers mention** that Nutshell's customer support is highly responsive and positive, with users highlighting the ease of setup and the effectiveness of tools like **broadcast tools for sales emails**. This level of support contributes to a smoother onboarding experience.
- **According to verified reviews** , Insightly CRM is noted for its **relationship mapping feature** , which visually represents contacts and their connections. This feature is particularly useful for users who need to manage complex relationships within their customer base.
- **G2 reviewers report** that while both platforms are user-friendly, Nutshell has a slight edge in overall usability, with higher scores in areas like **ease of use and setup**. Users find it straightforward to navigate, which can enhance daily productivity.
- **Users say** that while Insightly CRM is effective, it sometimes lacks the same level of clarity in its workflows compared to Nutshell. Reviewers have noted that Nutshell's seamless call logging and transcription features provide **total clarity and confidence** in managing client relationships, which can be a deciding factor for many users.



| | Insightly CRM | Nutshell | 
|---|---|---|
| **Star Rating** | 4.2 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 941 | 1,426 | 
| **Largest Market Segment** | Small-Business (73.3% of reviews) | Small-Business (79.0% of reviews) | 
| **Entry Level Price** | $29/ user, per month (billed annually) | Starting at $13.00 1 user Per Month | 

---
## Top Pros & Cons

### Insightly CRM

Pros:
- Ease of Use (28 reviews)
- Easy Customization (11 reviews)

Cons:
- Learning Curve (9 reviews)
- Limited Customization (7 reviews)

### Nutshell

Pros:
- Ease of Use (379 reviews)
- Helpful (207 reviews)

Cons:
- Missing Features (172 reviews)
- Limited Features (117 reviews)

---
## Ratings Comparison
| Rating | Insightly CRM | Nutshell | 
|---|---|---|
  | **Meets Requirements** | 8.2 (799 reviews) | 8.4 (1132 reviews) | 
  | **Ease of Use** | 8.4 (804 reviews) | 8.7 (1232 reviews) | 
  | **Ease of Setup** | 8.3 (360 reviews) | 8.5 (663 reviews) | 
  | **Ease of Admin** | 8.5 (337 reviews) | 8.7 (524 reviews) | 
  | **Quality of Support** | 8.0 (684 reviews) | 8.7 (1035 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.5 (321 reviews) | 8.8 (517 reviews) | 
  | **Product Direction (% positive)** | 8.0 (772 reviews) | 8.5 (1119 reviews) | 

---
## Pricing

### Insightly CRM

#### Entry-Level Pricing

Plan: Plus

Price: $29 / user, per month (billed annually)


[Browse all 3 editions](https://www.g2.com/products/insightly-crm/pricing)

#### Free Trial

Yes

### Nutshell

#### Entry-Level Pricing

Plan: Sales Foundation

Price: Starting at $13.00 1 user Per Month

Description: An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.

Key Features:
- Unlimited storage, contacts & accounts
- Contact management and communication timelines
- Email and calendar sync

[Browse all 8 editions](https://www.g2.com/products/nutshell/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 7.8/10 | 731 |
| **Nutshell** | 7.6/10 | 1001 |

#### Sales Force Automation

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Contact & Account Management** | 8.5 (627 reviews) ✓ Verified | 8.5 (896 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | 8.3 (598 reviews) ✓ Verified | 8.3 (870 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.1 (626 reviews) ✓ Verified | 8.1 (882 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.5 (349 reviews) ✓ Verified | 7.5 (676 reviews) ✓ Verified | 
| **Desktop Integration** | 8.0 (452 reviews) ✓ Verified | 8.1 (729 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.5 (338 reviews) ✓ Verified | 7.4 (675 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.6 (348 reviews) ✓ Verified | 7.3 (585 reviews) | 
| **Customer Contract Management** | 8.0 (422 reviews) ✓ Verified | 7.6 (652 reviews) | 

#### Marketing Automation

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Email Marketing** | 7.6 (406 reviews) ✓ Verified | 7.7 (673 reviews) ✓ Verified | 
| **Campaign Management** | Feature Not Available | 7.6 (606 reviews) | 
| **Lead Management** | 8.1 (523 reviews) ✓ Verified | 8.4 (818 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 7.5 (339 reviews) ✓ Verified | 7.2 (575 reviews) | 

#### Customer Support

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Case Management** | 7.8 (394 reviews) | 7.9 (638 reviews) | 
| **Customer Support Portal** | 7.8 (400 reviews) | 7.9 (660 reviews) ✓ Verified | 
| **Knowledge Base** | 7.9 (460 reviews) | 8.0 (690 reviews) ✓ Verified | 
| **Call Center Features** | 7.6 (325 reviews) ✓ Verified | 7.4 (557 reviews) ✓ Verified | 
| **Support Analytics** | 7.8 (361 reviews) | 7.8 (578 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Reporting** | 7.9 (530 reviews) ✓ Verified | 7.8 (798 reviews) ✓ Verified | 
| **Dashboards** | 7.9 (553 reviews) ✓ Verified | 8.2 (859 reviews) ✓ Verified | 
| **Forecasting** | 7.6 (387 reviews) ✓ Verified | 7.4 (684 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Social Collaboration Features** | 7.8 (356 reviews) ✓ Verified | 7.2 (553 reviews) ✓ Verified | 
| **Social Network Integration** | 7.7 (352 reviews) ✓ Verified | 7.0 (552 reviews) ✓ Verified | 
| **Mobile User Support** | 7.8 (416 reviews) ✓ Verified | 7.1 (650 reviews) ✓ Verified | 

#### Platform

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Customization** | 7.9 (317 reviews) ✓ Verified | 7.7 (644 reviews) ✓ Verified | 
| **Workflow Capability** | 8.1 (310 reviews) ✓ Verified | 7.9 (615 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.4 (322 reviews) ✓ Verified | 8.4 (663 reviews) ✓ Verified | 
| **Internationalization** | 8.0 (215 reviews) ✓ Verified | 7.2 (484 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 7.2 (87 reviews) | 6.5 (427 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | 7.6 (252 reviews) ✓ Verified | 7.2 (503 reviews) | 
| **Performance and Reliability** | 8.3 (319 reviews) ✓ Verified | 8.4 (642 reviews) ✓ Verified | 
| **Output Document Generation** | 7.6 (214 reviews) ✓ Verified | 7.3 (483 reviews) ✓ Verified | 

#### Integration

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Data Import & Export Tools** | 8.0 (288 reviews) ✓ Verified | 7.9 (608 reviews) ✓ Verified | 
| **Integration APIs** | 7.6 (237 reviews) ✓ Verified | 7.5 (542 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.3 (223 reviews) ✓ Verified | 7.3 (479 reviews) ✓ Verified | 

#### Generative AI

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **AI Text Generation** | 6.9 (27 reviews) | Feature Not Available | 

#### Agentic AI - CRM

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Autonomous Task Execution** | 7.6 (7 reviews) | 7.6 (42 reviews) | 
| **Multi-step Planning** | 8.3 (7 reviews) | 7.6 (40 reviews) | 
| **Cross-system Integration** | 7.9 (7 reviews) | 7.2 (41 reviews) | 
| **Adaptive Learning** | 8.1 (7 reviews) | 7.2 (41 reviews) | 
| **Natural Language Interaction** | 7.8 (6 reviews) | 7.2 (41 reviews) | 
| **Proactive Assistance** | 7.4 (7 reviews) | 7.2 (40 reviews) | 
| **Decision Making** | 7.6 (7 reviews) | 7.2 (41 reviews) | 

### Email Marketing

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Nutshell** | 8.3/10 | 320 |

#### Email Marketing

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Email and Mobile Preview** | Not enough data | 8.1 (250 reviews) | 
| **Manage Email Lists** | Not enough data | 8.4 (262 reviews) | 
| **High-Volume Sending** | Not enough data | Feature Not Available | 
| **Building and Personalizing Emails** | Not enough data | 8.3 (261 reviews) | 
| **Sending Outbound Emails** | Not enough data | 8.5 (265 reviews) | 
| **Manage Email Deliverability** | Not enough data | 8.1 (250 reviews) | 
| **Automated Email Responses** | Not enough data | Feature Not Available | 
| **Multi-user Account** | Not enough data | 8.2 (223 reviews) | 
| **Surveys** | Not enough data | Feature Not Available | 

#### Reporting & Analytics

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **A/B Testing** | Not enough data | 7.1 (140 reviews) | 
| **Basic Reporting** | Not enough data | 8.1 (242 reviews) | 

#### Generative AI

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.5 (160 reviews) | 
| **AI Text Summarization** | Not enough data | 6.7 (160 reviews) | 

#### Agentic AI - Email Marketing

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 

#### Integration

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | 8.0 (247 reviews) | 
| **Integration APIs** | Not enough data | 7.2 (207 reviews) | 
| **Breadth of Partner Applications** | Not enough data | 7.0 (198 reviews) | 
| **CRM Integration** | Not enough data | 7.8 (219 reviews) | 
| **Social Media Integration** | Not enough data | Feature Not Available | 
| **E-Commerce Integration** | Not enough data | Feature Not Available | 

### Sales Engagement

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Nutshell** | 7.7/10 | 213 |

#### Integrated Workflows

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Task Management** | Not enough data | 8.3 (196 reviews) | 
| **Email Tracking/Automation** | Not enough data | 8.2 (193 reviews) | 
| **Calls and Voice** | Not enough data | 7.3 (161 reviews) | 
| **Other Outreach Options ** | Not enough data | Feature Not Available | 
| **CRM Integration** | Not enough data | 8.1 (171 reviews) | 
| **Calendar** | Not enough data | 8.0 (181 reviews) | 
| **Shared Records** | Not enough data | 8.1 (169 reviews) | 

#### Repeatability and Reportability

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Content Management** | Not enough data | Feature Not Available | 
| **Workflow Management** | Not enough data | 8.3 (174 reviews) | 
| **Workflow Performance** | Not enough data | 8.2 (169 reviews) | 
| **Sales Coaching and Insights** | Not enough data | 7.4 (151 reviews) | 
| **Gamification** | Not enough data | Feature Not Available | 

#### AI and Automation

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Lead Prioritization** | Not enough data | 7.7 (167 reviews) | 
| **Lead Scoring** | Not enough data | 7.9 (166 reviews) | 
| **Best Time of Day Scheduling** | Not enough data | Feature Not Available | 
| **Buyer Intelligence** | Not enough data | Feature Not Available | 
| **Machine Learning** | Not enough data | Feature Not Available | 

#### Generative AI

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **AI Text Generation** | Not enough data | Feature Not Available | 

#### Agentic AI - Sales Engagement

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.9 (13 reviews) | 
| **Multi-step Planning** | Not enough data | 7.7 (13 reviews) | 
| **Cross-system Integration** | Not enough data | 7.3 (13 reviews) | 
| **Adaptive Learning** | Not enough data | 7.3 (14 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.6 (13 reviews) | 
| **Proactive Assistance** | Not enough data | 7.7 (14 reviews) | 
| **Decision Making** | Not enough data | 7.4 (13 reviews) | 

### Online Form Builder

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Nutshell** | 8.0/10 | 48 |

#### Customization

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Custom Fields** | Not enough data | 8.3 (45 reviews) | 
| **Conditional Logic** | Not enough data | Feature Not Available | 
| **Multi-page Forms** | Not enough data | Feature Not Available | 
| **Design** | Not enough data | 8.7 (42 reviews) | 

#### Additional Functionality

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Embedded Forms** | Not enough data | 8.6 (44 reviews) | 
| **Offline Capability** | Not enough data | 6.8 (36 reviews) | 
| **Notifications** | Not enough data | 8.6 (43 reviews) | 
| **Payments** | Not enough data | 6.7 (34 reviews) | 
| **Mobile Forms** | Not enough data | 8.0 (41 reviews) | 

### Google Workspace for Sales

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Nutshell** | N/A | N/A |

#### Agentic AI - Google Workspace for Sales

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Nutshell** | 7.3/10 | 122 |

#### Agentic AI - Sales Performance Management

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.7 (9 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.4 (9 reviews) | 
| **Proactive Assistance** | Not enough data | 6.9 (9 reviews) | 

#### Incentives

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Badges** | Not enough data | 6.8 (94 reviews) | 
| **Triggers** | Not enough data | 6.6 (98 reviews) | 
| **Commission Calculator** | Not enough data | 6.5 (94 reviews) | 
| **Leaderboards** | Not enough data | 7.6 (99 reviews) | 

#### Personalization

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Profiles** | Not enough data | 7.5 (107 reviews) | 
| **Custom Reports** | Not enough data | 7.7 (106 reviews) | 
| **Dashboards** | Not enough data | 8.2 (118 reviews) | 
| **Goal Setting** | Not enough data | 7.7 (105 reviews) | 

#### Administrative

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Integration** | Not enough data | 7.7 (109 reviews) | 
| **Employee Structure** | Not enough data | 7.5 (103 reviews) | 
| **Behavior Monitoring** | Not enough data | 7.3 (97 reviews) | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **Nutshell** | 8.2/10 | 206 |

#### Agentic AI - Email Tracking

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.9 (12 reviews) | 
| **Multi-step Planning** | Not enough data | 8.2 (11 reviews) | 
| **Cross-system Integration** | Not enough data | 8.3 (11 reviews) | 
| **Adaptive Learning** | Not enough data | 8.5 (11 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.2 (11 reviews) | 
| **Proactive Assistance** | Not enough data | 8.5 (11 reviews) | 
| **Decision Making** | Not enough data | 8.5 (11 reviews) | 

#### Analytics

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Open Rates** | Not enough data | 8.0 (187 reviews) | 
| **Link Activity** | Not enough data | 8.0 (181 reviews) | 
| **Attachment Activity** | Not enough data | 7.9 (175 reviews) | 

#### Customizations

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Email Platform Integration** | Not enough data | 8.4 (185 reviews) | 
| **Email Scheduling** | Not enough data | 8.3 (192 reviews) | 
| **Notifications** | Not enough data | 8.3 (192 reviews) | 
| **Email Categorization** | Not enough data | 8.0 (176 reviews) | 
| **Templates** | Not enough data | 8.4 (190 reviews) | 

#### Generative AI

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **AI Text Generation** | Not enough data | Feature Not Available | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 8.3/10 | 47 |
| **Nutshell** | 7.7/10 | 216 |

#### Agentic AI - Sales Analytics

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.0 (14 reviews) | 
| **Cross-system Integration** | Not enough data | 7.0 (14 reviews) | 
| **Adaptive Learning** | Not enough data | 7.1 (14 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.3 (14 reviews) | 
| **Proactive Assistance** | Not enough data | 7.7 (14 reviews) | 

#### Data Sourcing

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Data Sourcing** | 8.2 (35 reviews) | 7.6 (165 reviews) | 
| **Exporting & Sharing Data** | 8.6 (43 reviews) | 8.0 (175 reviews) | 
| **Multi-Device Data Visualization** | 8.3 (35 reviews) | Feature Not Available | 
| **Interactive Dashboards** | 8.7 (41 reviews) | 8.5 (185 reviews) | 
| **Data Segmentation** | 8.0 (36 reviews) | 8.2 (171 reviews) | 

#### Predictive Analytics

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Lead Scoring** | 7.9 (37 reviews) | 7.9 (174 reviews) | 
| **Opportunity Scoring** | 7.9 (38 reviews) | 7.8 (168 reviews) | 
| **Risk Analysis** | 7.8 (33 reviews) | Feature Not Available | 
| **Live Forecasting** | 7.8 (35 reviews) | 7.5 (162 reviews) | 

#### Sales Management

| Feature | Insightly CRM | Nutshell | 
|---|---|---|
| **Live Pipeline Management** | 8.5 (37 reviews) | 8.4 (190 reviews) | 
| **Sales Gamification** | 8.1 (30 reviews) | Feature Not Available | 
| **Account-Based Analytics** | 8.7 (32 reviews) | Feature Not Available | 
| **Activity Tracking** | 8.8 (39 reviews) | 8.5 (198 reviews) | 

---
## Categories
**Shared Categories (2):** [CRM Software](https://www.g2.com/categories/crm), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)


**Unique to Nutshell (6):** [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [Google Workspace for Sales Software](https://www.g2.com/categories/google-workspace-for-sales), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Online Form Builder Software](https://www.g2.com/categories/online-form-builder), [Email Marketing Software](https://www.g2.com/categories/email-marketing)


---
## Reviewer Demographics

### By Company Size

| Segment | Insightly CRM | Nutshell | 
|---|---|---|
| **Small-Business** | 73.3% | 79.0% | 
| **Mid-Market** | 20.1% | 18.5% | 
| **Enterprise** | 6.6% | 2.5% | 

### By Industry

#### Insightly CRM

- **Marketing and Advertising:** 10.0%
- **Information Technology and Services:** 6.1%
- **Construction:** 4.8%
- **Computer Software:** 4.0%
- **Financial Services:** 3.9%
- **Real Estate:** 3.5%
- **Management Consulting:** 3.3%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.8%

#### Nutshell

- **Marketing and Advertising:** 8.0%
- **Computer Software:** 7.4%
- **Construction:** 5.4%
- **Information Technology and Services:** 4.9%
- **Financial Services:** 3.3%
- **Wholesale:** 2.8%
- **Non-Profit Organization Management:** 2.8%
- **Manufacturing:** 2.5%
- **Real Estate:** 2.2%
- **Consulting:** 2.0%
- **Other:** 58.8%

---
## Alternatives

### Alternatives to Insightly CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25782 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13792 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3039 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2926 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1231 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (950 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (477 reviews)

### Alternatives to Nutshell

- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3039 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1231 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25782 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13792 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2926 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1111 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (950 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (477 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews)

---
## Top Discussions

### Insightly CRM

- Title: [What is Insightly CRM used for?](https://www.g2.com/discussions/insightly-crm-what-is-insightly-crm-used-for) — 2 comments
  > **Top comment:** "The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship..."
- Title: [What is the best of linking email to insightly?](https://www.g2.com/discussions/15124-what-is-the-best-of-linking-email-to-insightly) — 2 comments, 1 upvote
  > **Top comment:** "We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. "
- Title: [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand..."
- Title: [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hello! Yes--Insightly's CRM lets you send sales emails back and forth with your leads. You'll also see a record of those synced conversations in the CRM in..."
- Title: [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hey! Custom code knowledge is not required. Insightly offers AppConnect, a low-code, no-code integration automation tool to streamline the process. There are..."

### Nutshell

- Title: [I am unable to email from Nutshell. This started after my company did an upgrade. Also, How do I could get multiple bcc emails to show in their account? Or is they a way to use a distribution group list and have each email show up in members accounts?  I may need help getting it set up.](https://www.g2.com/discussions/i-am-unable-to-email-from-nutshell-this-started-after-my-company-did-an-upgrade-also-how-do-i-could-get-multiple-bcc-emails-to-show-in-their-account-or-is-they-a-way-to-use-a-distribution-group-list-and-have-each-email-show-up-in-members-accounts-i-may-ne) — 2 comments, 1 upvote
  > **Top comment:** "Hi Tina! Thanks so much for leaving this comment - unfortunately I don't have any of your personal contact information here on G2 Crowd, but I am happy to..."
- Title: [What integration options have you found that work best for Nutshell?](https://www.g2.com/discussions/51717-what-integration-options-have-you-found-that-work-best-for-nutshell) — 2 comments, 2 upvotes
  > **Top comment:** "Hi Craig! Thanks for starting this discussion, I'm sorry we didn't see this until now and disappointed to hear you've had trouble integrating Nutshell with..."
- Title: [How can I make my planning faster?](https://www.g2.com/discussions/how-can-i-make-my-planning-faster) — 1 comment, 1 upvote
  > **Top comment:** "Good day everyone on this platform I wanna use this medium to express how you can recover your lost fund from forex, binary options scam companies or fake..."
- Title: [.](https://www.g2.com/discussions/88e6f332-94b9-4864-b546-4a488de2d248) — 1 comment, 1 upvote
  > **Top comment:** "Hi Ashley! I'm sorry to hear you've been impacted by unexpected downtime. We haven't any site maintenance recently that would have made Nutshell unavailable,..."
- Title: [How does Nutshell compare to CRMs?](https://www.g2.com/discussions/compare-to-crms) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "We’ve built a tool that your team will actually enjoy using. We’ve crafted an experience that removes as much time-wasting data entry as possible. Nutshell..."

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**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/insightly-crm-vs-nutshell)