Compare

Nutshell vs.
Insightly

Nutshell is a simple, powerful, and affordable CRM and sales automation platform that integrates with dozens of popular business software applications and offers the most advanced pipeline automation tools on the market.

Insightly
provides an entry-level CRM bundled with project management tools, primarily for sole proprietors and micro-businesses.

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Nutshell’s three main advantages over Insightly are:

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Cost/value
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Live technical support
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Sales process capabilities

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“”
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

Comparisons based on similarly priced packages (Nutshell Pro and Copper Professional)

PER USER COST
RECORD LIMIT
LIVE TECHNICAL SUPPORT
ABILITY TO TAG TEAM MEMBERS IN NOTES / TIMELINES
PIPELINE MANAGEMENT FEATURES
MULTIPLE SALES PIPELINES
GMAIL AND OUTLOOK INTEGRATIONS
ONE-CLICK PHONE DIALING / RECORDING / LOGGING
SHAREABLE SALES REPORTS
FULLY CUSTOMIZABLE SALES PROCESS
AUTOMATED PERSONAL EMAIL SEQUENCES
FREE IPHONE / ANDROID APPS

$35 per month billed annually,
$39 per month billed monthly

Own analytics platform

Unlimited

Own analytics platform

Phone and chat support included free

Own analytics platform

Yes

Own analytics platform

Drag-and-drop board, list view,
map view, chart view

Own analytics platform

Yes

Own analytics platform

Yes

Own analytics platform

Yes

Own analytics platform

Yes

Own analytics platform

Yes

Own analytics platform

Yes

Own analytics platform

Yes; ability to view lead lists/segments on an interactive map available on iPhone app

Own analytics platform

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

250,000

None

No

List view only

No

Yes

No

No

No

No

Yes; no mobile mapping features available

Contact Management
Unlimited contact records and data storage
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Centralized customer database
Automatic customer data scouring
Intelligent search function
Business card scanner
Number of articles
Satisfaction guaranteed
Pipeline Management
Customizable sales pipeline
Unlimited pipelines
Drag-and-drop Board view
Interactive Map view
List view
Chart view
Communication and Task Management
Communication histories
Team @-mentioning and alerts
Unlimited bulk email templates
Activity reminders
Unlimited click-to-call and phone recordings
Reporting and Performance Tracking
At-a-glance activity and results dashboard
Sales report
Forecast report
New leads report
Losses report
Snapshots
Activity report
Funnel report
Sales Automation
Guided sales process builder
Automated lead assignment
Automated pipeline distribution
Automated lead advancement
Automated tasks
Post-sale lead management
Team guidance and coaching
Constant Contact and Mailchimp integrations for automated email nurturing
Email Automation
Send and reply to work emails directly from Nutshell
Shareable email templates
One-click bulk emailing
Personal email sequences
Reply rate tracker and view counter
Email health score
World Class Support
Live phone support
Email support
Chat support
Free data importing assistance
Self-service knowledge base
Apps and Integrations
Native iPhone and Android apps
Email and calendar sync with Gmail, Office 365, Outlook, and Microsoft Exchange
One-click integrations with Constant Contact, Mailchimp, Slack, QuickBooks Online, Unbounce, Intercom and many other time-saving business tools

Starter

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Chat support
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Pro

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“”
I had initially decided Nutshell was more than I needed in terms of features and was going to go back to Insightly, which I had used before. That lasted about 60 seconds. Hands down, Nutshell is much easier to use.
Matthew R.
California Retail Hardware Association
“”
You all are fantastic! The support that you provided is the kind of thing that keeps us staying with you guys and telling others about Nutshell. Greatly appreciate it.
Scott M.
KyrusTech
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The 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, Inc.
“”
One thing that keeps us using Nutshell is the support you guys provide. The follow-up on issues, and always listening to the customers’ needs and requests is above and beyond.
Rob D.
Vega Consulting Group

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