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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

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A comprehensive CRM comparison

Nutshell vs. Insightly

Choosing the right CRM is crucial for your business. Explore why Nutshell is the right CRM over Insightly. Nutshell’s standout features include:

  • An affordable pricing model that doesn’t compromise on features
  • Seamless integration with G Suite, Microsoft 365, Zapier, and more, plus built-in solutions to send quotes, identify website visitors, generate leads, and more
  • Multiple views for pipeline management, including a drag-and-drop board and an interactive map
  • Providing free world-class customer support
  • In-app Nutshell Marketing and Engagement suites with email and SMS marketing, web chat, 1:1 SMS messaging, and more
nutshell vs insightly comparison

What is Insightly?

Insightly offers three tiers of service for brands looking to improve business-customer relations and streamline workflows. It includes the basic CRM tools you need to get started. The software comprises a pared-back user interface, pipeline creation (with some customization), and tools to manage those pipelines. Insightly also includes some filtering capabilities, allowing customers to sort lists and group audiences.

While Insightly appeals to certain businesses in need of basic contact and lead management solutions, there are critical drawbacks to its software that can hinder overall productivity and efficiency. The hefty price tag associated with their onboarding and support plans raises concerns, as many users find them quite expensive. Moreover, users have reported significant issues such as crawling load times, dropped email attachments, and lackluster or unusable sales reports.

What is Nutshell?

Nutshell is an award-winning CRM platform that helps B2B sales, marketing, and customer teams work together to close more deals and retain more customers.

Powerful enough to support any element of your business and simple enough to implement without a paid admin or IT department, Nutshell is favored among businesses from a wide variety of industries and sizes due to its ease of use, flexible set up, and available features.

Furthermore, Nutshell Sales’ features often outshine the competitors in terms of both usability and comprehensiveness, according to customer reviews. Plus, we have a full Marketing Suite and Engagement Suite, with some of our marketing and engagement tools included with your Nutshell Sales license.

Here at Nutshell, we’re dedicated to helping businesses grow their revenue and solve the most critical challenge of sales and marketing software: motivating teams to use it. We’re passionate about our customers’ success, and we love finding new ways to take the frustrations out of selling, marketing, and managing.

Nutshell not only seamlessly syncs with all of Google Workspace (download our Chrome extension), but we also sync seamlessly with all of Microsoft 365 (download our Outlook extension).

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Nutshell vs. Insightly Comparisons

Insightly or Nutshell? There are many comparisons to make between these two customer relationship management (CRM) software offerings, and by the end of this article, you’ll have an idea of which is best for your company’s business needs.

a landing page for Insightly with the words grow faster with the modern CRM teams love

Insightly Pros

Existing customers often note Insightly’s ease of use when reviewing the program. Even people new to CRM software can navigate it easily and manage all basic functions, gaining valuable skills they can build on as they expand their reach and dive deeper into more tools.

customer's text response sharing what they like about Insightly CRM

Insightly Cons

If “basic” is what you’re looking for, you’ll find it with Insightly. However, if you want the ability to customize your processes to fit your exact needs, you may need to consider some Insightly alternatives. Plus, because most of the platform’s actions are relatively simple, customer support is limited in how they can assist you when you need them.

What customers hate

The thing that really makes customers leave Insightly behind is pricing. Compared to other CRM tools, Insightly charges more for less—and as your usage increases, so do the fees you’re responsible for. Avoid getting hit with unnecessary charges by dropping Insightly and exploring new software options.

customer's review sharing what they dislike about Insightly CRM

Nutshell: A great Insightly alternative

In a sea of Insightly alternatives, one shines above the rest. Nutshell boasts impressive ease-of-access ratings through comprehensive onboarding support and ongoing education. And once we have a customer, they’re here to stay, thanks to our:

  • Affordable and transparent pricing: Get exceptional value with straightforward pricing and no hidden fees, making Nutshell a budget-friendly solution for growing businesses.
  • Award-winning customer support: Get dedicated assistance whenever you need it with our empathetic, human-based customer support team, available via email and live chat, regardless of your plan size.
  • Intuitive automation: Streamline your sales processes with easy-to-use automation tools for email, lead generation, and sales support, freeing up your team to focus on growth and easily measure campaign success.
  • Advanced customization: Tailor Nutshell to your unique business needs with powerful automation, seamless third-party integrations, custom report creation, and personalized marketing plans.
  • Growth-focused: Sales teams will love the way Nutshell Sales enhances their sales process to improve productivity and increase sales revenue. But investing in Nutshell Sales also keeps sales and marketing teams in sync, further boosting business growth with access to robust marketing tools, powerful engagement features, and advanced prospecting tools, as well as Nutshell Quotes.
  • Free white glove data imports: Free onboarding data importing assistance to transfer your Insightly data automatically into Nutshell and ensure you and your team get up and running as quickly as possible.
Headshots of Nutshell's customer support specialists.

Constructing a Better Nutshell Experience

We listen to and anticipate the needs of our customers to provide a user-friendly and affordable CRM filled with valuable features.

We regularly add new features and update our software to provide superior service, including:

  • App Marketplace to connect your CRM data with the apps you already use
  • Scheduler to simplify meeting planning and appointments
  • Email marketing through our Nutshell Marketing suite to help you strengthen relationships with customers and prospects
  • SMS marketing, available with a Marketing Pro subscription, to engage more effectively with leads and customers
  • Web chat through our Nutshell Engagement suite to let website visitors seamlessly initiate a chat with your team while visiting your website
  • 1:1 SMS when you sign up for Engagement Pro to easily interact with leads and customers via text message
  • Nutshell IQ add-on to automatically track website visitors, generate leads, and find people at the companies you already work with
  • Nutshell Quotes add-on to swiftly deliver professional quotes directly from your CRM
  • And many more

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Easy to Use. Easy to Sell. That’s Nutshell.

“”

The perfect blend of function and ease of use! I can’t believe how good Nutshell is!

Alan P. Skytop Business Loans

Nutshell vs. Insightly, head-to-head

CRM is Nutshell’s flagship feature that is available in our Sales Suite. Our Sales Suite has 5 plan tiers to help you choose the best plan for your budget and required features. Below, we’re comparing our most popular Sales plan (Sales Pro) to Insightly’s most comparable plan.

PER USER COST Comparisons based on similarly-priced packages (Nutshell Sales Pro and Insightly Professional)

APP MARKETPLACE App Marketplace lets you integrate your workflows and data between Nutshell and the applications your company already uses.

RECORD LIMIT Unlimited contact, company records and data storage.

LIVE TECHNICAL SUPPORT Available on Monday through Friday from 7:30 am to 5:30 pm EST (excluding holidays)

ABILITY TO TAG TEAM MEMBERS IN NOTES / TIMELINES Have the ability for your team to do @-mentioning and alerts.

PIPELINE MANAGEMENT FEATURES Flexibility for teams who have multiple processes or to use for other objectives such as Customer Retention or Customer Success.

MULTIPLE SALES PIPELINES Nutshell Pro customers can define unique sales pipelines to track entirely different types of sales. Each pipeline has its own stages.

EMAIL MARKETING WITH AUTOMATION 150 monthly trial sends included. Paid plans based on the number of Contacts and start at $5/month

ONE-CLICK PHONE DIALING / RECORDING / LOGGING Integrate with your phone system or preferred communication platform and call from within Nutshell.

SHAREABLE SALES REPORTS Instantly view and share how you’re tracking against quota and previous periods, and segment by product, rep, lead source, and more to identify what’s really driving your sales.

FULLY CUSTOMIZABLE SALES PROCESS Automatically move your leads through your pipeline based on automated triggers.

AUTOMATED PERSONAL EMAIL SEQUENCES Create and schedule one-on-one sales drips that are more likely to capture attention. Nutshell triggers a sales sequence at the pipeline stage of your choice, remembers the follow-up for you so that valuable prospects don’t float away, and stops the sequence as soon as they reply.

FREE IPHONE / ANDROID APPS Included mobile app from the App Store or Google Play to access the power of Nutshell anywhere.

WEB CHAT TOOL Sales Pro customers have access to our Nutshell Engagement Foundation tier features, including unlimited Web chat tool usage, chat thread assignment, chat conversation management, and data collection through forms.

the word Insightly that is orange on a white background

$49 per month billed annually,
$59 per month billed monthly

Starts at $249 per month, required $3,000 for technical setup

250,000

Email and priority phone support

Yes

List & Kanban view only

No

Yes

No

Yes

Limited

Yes

Yes; no mobile mapping features available

No

Even more power on Sales Business & Sales Enterprise

  • Sales Business: Includes everything in Sales Pro, plus: AI capabilities, higher limits, Audit log, Changelog and more.
  • Sales Enterprise: Includes everything in Sales Business, plus: higher limits, Read-only SQL access, Enterprise SSO and Enterprise directory sync

To compare all of Nutshell’s Sales plans, go to our pricing page and click “compare all plans”.

Learn more about our Insightly alternative

When making CRM comparisons with Insightly, Nutshell should be on your radar. That’s because we offer:

  • More platform integrations: While our software does integrate with the Google suite, it also works well with many other platforms, like Microsoft and Slack.
  • Better interface: Start using Nutshell to your benefit immediately with our easy-to-understand interface, onboarding support, and ongoing customer care.
  • Advanced customization: Make Nutshell work for you. Customize marketing plans, create personalized reports, and tailor our software to meet your brand’s unique needs.
  • More features: Simplify your day-to-day by utilizing our fully integrated Marketing and Engagement suites, our Scheduling tool, our Quoting tool, and our Prospecting tool, all in the same app.

Nutshell Sales brings you all the CRM features you need and more to succeed in your goal of growing your business, and we’ll be there to help you support every customer. Sign up for a 14-day free trial today and see how we do it. No credit card is required to start your free trial, and free support is offered the entire way.

Start your
14-day free trial today!

No credit card required
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Many CRMs force you into one method or process, but Nutshell gives you choices that help you customize it to your company.

Matthew M. Dickson

A major selling point for us was Nutshell’s integrations. About 70% of our communication is done through Google Mail, so as you can imagine, a seamless integration between our email and our CRM was absolutely critical.

Steven S. Blommerang

Nutshell’s customer service has been great. Not only are they quick to respond, but it’s nice to know they take their users’ suggestions and implement them if they are an improvement to the product.

Michelle M. Statewide Aquastore, In

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