Compare Insightly CRM and Nutshell 
Featured Products
At a Glance
Market Segments
Small-Business (73.0% of reviews)
Small-Business (78.9% of reviews)
Entry-Level Pricing
$29/ user, per month (billed annually)
Starting at $13.00 1 user Per Month
Insightly CRM
Star Rating
(932)4.2 out of 5
Market Segments
Small-Business (73.0% of reviews)
Pros & Cons
Entry-Level Pricing
$29/ user, per month (billed annually)
Free Trial is available
Browse all 3 pricing plansNutshell
Star Rating
(1,413)4.3 out of 5
Market Segments
Small-Business (78.9% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $13.00 1 user Per Month
Free Trial is available
Browse all 8 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- 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.
Pricing
Entry-Level Pricing
Nutshell
Sales Foundation
Starting at $13.00
1 user Per Month
An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.
- Unlimited storage, contacts & accounts
- Contact management and communication timelines
- Email and calendar sync
Free Trial
Insightly CRM
Free Trial is available
Nutshell
Free Trial is available
Ratings
Meets Requirements
8.2
790
8.4
1,125
Ease of Use
8.4
795
8.7
1,223
Ease of Setup
8.3
352
8.5
656
Ease of Admin
8.5
337
8.7
523
Quality of Support
8.0
677
8.7
1,028
Has the product been a good partner in doing business?
8.5
322
8.8
516
Product Direction (% positive)
8.0
765
8.5
1,113
Features by Category
Sales Force Automation
8.5
621
|
Verified
8.5
891
|
Verified
Feature Not Available
Feature Not Available
8.3
595
|
Verified
8.3
865
|
Verified
8.1
623
|
Verified
8.1
880
|
Verified
7.5
350
|
Verified
7.5
677
|
Verified
8.0
452
|
Verified
8.1
729
|
Verified
7.5
339
|
Verified
7.4
676
|
Verified
7.6
349
|
Verified
7.3
585
8.0
423
|
Verified
7.6
652
Marketing Automation
7.6
406
|
Verified
7.7
672
|
Verified
Feature Not Available
7.6
604
8.1
523
|
Verified
8.4
815
|
Verified
7.6
340
|
Verified
7.2
575
Customer Support
7.8
395
7.9
638
7.8
401
7.9
661
|
Verified
7.9
461
8.0
691
|
Verified
7.6
326
|
Verified
7.4
558
|
Verified
7.8
362
7.8
578
|
Verified
Reporting & Analytics
7.9
527
|
Verified
7.8
796
|
Verified
7.9
551
|
Verified
8.2
858
|
Verified
7.6
388
|
Verified
7.4
684
|
Verified
Mobile & Social
7.8
357
|
Verified
7.2
553
|
Verified
7.7
353
|
Verified
7.0
552
|
Verified
7.8
416
|
Verified
7.1
650
|
Verified
Platform
7.9
315
|
Verified
7.7
640
|
Verified
8.1
310
|
Verified
7.9
613
|
Verified
8.4
321
|
Verified
8.4
662
|
Verified
8.0
215
|
Verified
7.2
484
|
Verified
7.3
88
6.5
428
|
Verified
7.6
250
|
Verified
7.2
503
8.3
320
|
Verified
8.4
641
|
Verified
7.6
215
|
Verified
7.3
483
|
Verified
Integration
8.0
288
|
Verified
7.9
608
|
Verified
7.6
237
|
Verified
7.5
542
|
Verified
7.3
224
|
Verified
7.3
479
|
Verified
Generative AI
6.8
28
Feature Not Available
Agentic AI - CRM
7.5
8
7.6
42
8.5
8
7.5
40
7.9
8
7.2
41
8.1
8
7.3
41
7.6
7
7.2
41
7.7
8
7.3
40
7.9
8
7.2
41
Email Marketing
Not enough data
8.1
249
Not enough data
8.4
261
Not enough data
Feature Not Available
Not enough data
8.3
260
Not enough data
8.5
264
Not enough data
8.1
249
Not enough data
Feature Not Available
Not enough data
8.2
222
Not enough data
Feature Not Available
Reporting & Analytics
Not enough data
7.1
139
Not enough data
8.1
241
Generative AI
Not enough data
6.5
159
Not enough data
6.7
159
Agentic AI - Email Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
8.0
246
Not enough data
7.2
206
Not enough data
7.0
197
Not enough data
7.8
218
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Integrated Workflows
Not enough data
8.3
195
Not enough data
8.2
192
Not enough data
7.3
160
Not enough data
Feature Not Available
Not enough data
8.1
170
Not enough data
8.0
180
Not enough data
8.1
168
Repeatability and Reportability
Not enough data
Feature Not Available
Not enough data
8.2
173
Not enough data
8.2
168
Not enough data
7.4
151
Not enough data
Feature Not Available
AI and Automation
Not enough data
7.7
165
Not enough data
7.9
164
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Generative AI
Not enough data
Feature Not Available
Agentic AI - Sales Engagement
Not enough data
6.8
12
Not enough data
7.5
12
Not enough data
7.2
12
Not enough data
7.2
13
Not enough data
7.5
12
Not enough data
7.7
13
Not enough data
7.4
12
Customization
Not enough data
8.3
44
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.7
41
Additional Functionality
Not enough data
8.6
43
Not enough data
6.8
35
Not enough data
8.5
42
Not enough data
6.6
33
Not enough data
8.0
40
Agentic AI - Google Workspace for Sales
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Sales Performance Management
Not enough data
6.7
9
Not enough data
7.4
9
Not enough data
6.9
9
Incentives
Not enough data
6.8
94
Not enough data
6.6
98
Not enough data
6.5
94
Not enough data
7.6
99
Personalization
Not enough data
7.5
107
Not enough data
7.7
106
Not enough data
8.2
118
Not enough data
7.7
105
Administrative
Not enough data
7.7
109
Not enough data
7.5
103
Not enough data
7.3
97
Agentic AI - Email Tracking
Not enough data
7.9
12
Not enough data
8.2
11
Not enough data
8.3
11
Not enough data
8.5
11
Not enough data
8.2
11
Not enough data
8.5
11
Not enough data
8.5
11
Analytics
Not enough data
8.0
187
Not enough data
8.0
181
Not enough data
7.9
175
Customizations
Not enough data
8.4
185
Not enough data
8.3
192
Not enough data
8.3
192
Not enough data
8.0
176
Not enough data
8.4
190
Generative AI
Not enough data
Feature Not Available
Agentic AI - Sales Analytics
Not enough data
6.9
13
Not enough data
6.9
13
Not enough data
7.1
13
Not enough data
7.2
13
Not enough data
7.7
13
Data Sourcing
8.2
35
7.6
164
8.6
43
7.9
174
8.3
35
Feature Not Available
8.7
40
8.5
184
8.0
36
8.2
170
Predictive Analytics
7.9
37
7.9
172
7.9
38
7.8
167
7.8
33
Feature Not Available
7.8
35
7.5
161
Sales Management
8.5
37
8.4
189
8.1
30
Feature Not Available
8.7
32
Feature Not Available
8.8
39
8.5
197
Categories
Categories
Shared Categories
Insightly CRM and Nutshell are categorized as CRM and Sales Analytics
Unique Categories
Insightly CRM has no unique categories
Nutshell is categorized as Sales Engagement, Google Workspace for Sales, Sales Performance Management, Email Tracking, Online Form Builder, and Email Marketing
Reviews
Reviewers' Company Size
Insightly CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Nutshell
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
10.1%
Information Technology and Services
6.0%
Construction
4.8%
Computer Software
4.1%
Financial Services
3.9%
Other
71.1%
Marketing and Advertising
7.9%
Computer Software
7.4%
Construction
5.3%
Information Technology and Services
5.0%
Financial Services
3.3%
Other
71.1%
Discussions
What is the best of linking email to insightly?
2 Comments
MK
We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. Read more
What is Insightly CRM used for?
2 Comments
DB
Insightly includes project management capabilities that allow users to plan, execute, and monitor projects from within the CRM platformRead more
Will you’re software link with mailchimp
1 Comment
CL
Yes, Insightly integrates with MailChimp.
Learn more details here:
https://www.insightly.com/product/connect-to-apps/mailchimp-crm/Read more
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.
2 Comments
AR
Call the Help Desk; they typically answer earlier in the day or call you back the same day. There is no BCC availability that I am aware of.Read more
What integration options have you found that work best for Nutshell?
2 Comments
AB
I love fireflies.ai but it requires API or zapier
Google workplaces has a great chrome extension for gmail which has caught a lot more for input f...Read more
Is there a limit to the number of contacts that I can add to Nutshell?
1 Comment
Official Response from Nutshell
No. All Nutshell subscriptions include unlimited contacts and data storage.Read more
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