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“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
Choosing the right CRM is crucial for your business. Explore why Nutshell is the right CRM over Insightly. Nutshell’s standout features include:
Nutshell wins on pricing and built-in email marketing. Insightly wins on record ceilings and depth for teams already built around its AppConnect workflow tool. For a 10-person B2B sales team, Nutshell’s Pro plan runs about $2,340 less than Insightly’s Professional plan in year one once you include Insightly’s optional guided onboarding fee.
Here’s how the two platforms stack up on the details that actually affect a growing sales team’s budget and day-to-day work.
Starting price (per user/month, billed annually)
Most popular plan (per user/month, billed annually)
Email marketing
Setup and onboarding
Support
Contacts and storage
Pipeline views
Custom pipelines
Free trial
Migration support
$13 (Foundation plan)
$42 (Pro plan)
150 free sends/month included with every Sales plan. Paid tiers scale with contacts starting around $5/month
Free onboarding and data migration on every plan
Free live chat and email on every plan
Unlimited contacts and storage on every plan
Four views: list, board, map, and chart
Up to five on Pro, unlimited on Enterprise
14 days, no credit card required
Free white-glove data import
$29 (Plus plan)
$49 (Professional plan)
Sold separately, starting at $99/month per account regardless of volume
Optional guided onboarding, $1,500 one-time (not required to activate an account)
Basic support free with every license. Optional Premier Support and Success costs 20% of license fees annually (minimum $3,000)
Capped by tier, from 100,000 records / 10 GB up to 500,000 records / 250 GB
Two views: list and kanban
Limited multi-pipeline support outside top-tier plans
14 days, no credit card required
Available, but typically bundled into the optional $1,500 guided onboarding
Feature lists only tell you what exists. Here’s what actually happens inside each platform during three situations a growing sales team runs into every week.
In Nutshell, a rep builds a follow-up sales automation sequence once, and it fires automatically as the lead moves through the pipeline, no babysitting a calendar required.
Insightly doesn’t offer personal email sequences within its CRM plans, so that same rep is stuck setting manual reminders or exporting contacts to another tool.
With Nutshell, a 10-person team can nurture a list of inbound leads right inside their Sales plan. Marketing Foundation includes 150 free sends a month, and heavier senders scale up from $5 a month based on contact volume.
Insightly sells its marketing automation as a separate product starting at $99 a month per account no matter how small the list is.
A newly hired Nutshell rep can see their territory and start logging calls before lunch, with free onboarding included on every plan. Nutshell’s board, list, map, and chart views let them pick whichever layout matches how they actually sell.
Insightly offers a comparable guided onboarding service, but it’s optional and costs $1,500 if a team adds it to get configured faster.
Per-user pricing looks close on paper. The real gap shows up once you add the fees that don’t appear on the pricing page.
Annual subscription
Onboarding (optional on Insightly, free on Nutshell)
Year-one CRM total
Email marketing
Year-one total with email marketing
$5,040
$0
$5,040
$0 (150 free sends/month included)
$5,040
$5,880
$1,500
$7,380
$1,188 ($99/month)
$8,568
Insightly’s guided onboarding is optional, but it’s the fair comparison point against Nutshell’s free onboarding. Add that $1,500 and the year-one gap is $2,340. Add that Nutshell includes 150 free email sends a month while Insightly prices email marketing at a flat $99 a month regardless of list size, and the gap grows to $3,528.
Nutshell fits B2B sales teams anywhere from five people to 200, whether that’s a lean startup team or an established sales org with a dozen reps. Every plan includes free support and onboarding, and the Business and Enterprise tiers add enterprise SSO and SQL access as you scale, all without adding admin headcount just to run the software.
Insightly still makes sense for teams that have already invested in its AppConnect workflow builder, or that need to push past 250,000 records with enterprise features like sandboxes and advanced audit logs, a ceiling most teams in Nutshell’s five-to-200-person range won’t hit. Teams choosing Insightly for that reason should budget for AppConnect’s setup costs and its optional Premier Support plan.
To compare all of Nutshell’s Sales plans, go to our pricing page and click “compare all plans”.
Matthew M. Dickson
Steven S. Blommerang
Michelle M. Statewide Aquastore, In
Your contacts, deals, notes, and email history move over automatically through Nutshell’s Import2 partnership, no manual CSV upload required. Pipelines and custom fields need a quick rebuild to match how your team sells, and so does your automation, since none of that transfers between platforms.
Most teams are fully comfortable with Nutshell inside their first month. Migration support is free on every plan and handled by the same live team you’ll use once you’re up and running.
Nutshell is the better choice for B2B sales teams from five to 200 people who want CRM and email marketing in one platform, with free onboarding and support included at every tier regardless of size. Insightly only pulls ahead for the narrower group of teams that need to manage more than 250,000 records, already run workflows through Insightly’s AppConnect, or need enterprise features like sandboxes and advanced audit logs and have the budget for AppConnect’s setup costs and optional support add-ons.
Yes, in most cases. Nutshell’s Foundation plan starts at $13 per user per month, compared to Insightly’s Plus plan at $29 per user per month. For a 10-person team on each platform’s most popular plan, Nutshell runs about $2,340 less in year one once you include Insightly’s optional $1,500 guided onboarding fee, and the gap grows to $3,528 once you add email marketing.
Yes. Nutshell’s Import2 partnership moves your contacts, deals, notes, and email history from Insightly in one guided pass. Your pipelines and custom fields need to be rebuilt to match how your team sells, and so does your automation, since none of that transfers automatically between platforms.
Nutshell is faster to set up. Onboarding and data migration are free on every plan, and most teams are live within days. Insightly offers a similar guided onboarding service, but it’s optional and costs $1,500.
Nutshell includes 150 free email sends a month with every Sales subscription, and paid tiers scale from $5 a month as your contact list grows. Insightly sells marketing automation as a separate product starting at $99 a month per account no matter how small your list is.
It can. Insightly’s per-user price increases as you move up from Plus to Professional to Enterprise, and features like advanced customization and premium support sit behind the higher tiers too. Nutshell’s plans scale the same way, but every plan keeps unlimited contacts and storage, so a growing contact list never triggers an unexpected upgrade.
Find out more about our affordable plans, packed with the features your business needs.
