Insightly
Insightly is a modern CRM platform that combines sales tracking, marketing automation, and project management into a single solution to help you build lasting customer relationships and grow your business.
Nutshell
Nutshell is an all-in-one CRM and email marketing platform designed to help B2B teams close more deals through visual pipeline management, automated sales sequences, and integrated team collaboration tools.
Quick Comparison
| Feature | Insightly | Nutshell |
|---|---|---|
| Website | insightly.com | nutshell.com |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $19/month |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✓ Has free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2009 | 2009 |
| Headquarters | San Francisco, USA | Ann Arbor, USA |
Overview
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from first contact to project delivery. Unlike basic contact managers, it connects your sales pipeline directly to post-sale project management, ensuring nothing falls through the cracks after a deal closes. You can track leads, manage complex sales processes, and automate marketing campaigns all within one interface.
The platform is built for teams that need more than just a spreadsheet but want to avoid the complexity of enterprise-level systems. You can visualize your sales stages, automate repetitive workflows, and generate detailed reports to see exactly where your revenue is coming from. It serves over 25,000 companies globally across various industries including manufacturing, professional services, and technology.
Nutshell
Nutshell is a user-friendly CRM designed to take the complexity out of sales and marketing. You can manage your entire sales process from a single dashboard, tracking every lead from initial contact to final handshake. It eliminates the need for multiple disconnected tools by combining contact management, lead scoring, and email marketing into one cohesive system.
You can automate your outreach with personal email sequences and track exactly when prospects engage with your content. Whether you are a small team looking to organize your first sales process or a growing business needing advanced reporting and team collaboration, the platform scales with you. It focuses on getting your team up and running quickly without the need for a dedicated admin or weeks of technical training.
Overview
Insightly Features
- Relationship Linking Map complex webs of contacts, organizations, and opportunities to see exactly how everyone in your network is connected.
- Lead Routing Automatically assign leads to the right sales rep in real-time so you can follow up while interest is high.
- Workflow Automation Create multi-step business processes that trigger email alerts, update records, and generate tasks automatically without manual data entry.
- Integrated Project Management Convert won opportunities into active projects instantly to manage milestones and track delivery progress without leaving your CRM.
- Email Tracking Send personalized bulk emails and get notified the moment a prospect opens your message or clicks a link.
- Custom Dashboards Build visual data visualizations and shareable reports to track your team's performance and forecast future revenue accurately.
Nutshell Features
- Visual Pipeline Management. Drag and drop leads through your sales stages and see exactly where every deal stands at a glance.
- Sales Automation. Automate your sales repetitive tasks and send personal email sequences that trigger based on lead behavior.
- Email Marketing Integration. Design beautiful marketing emails and send them directly to your CRM contacts without exporting any lists.
- Contact Management. Store every conversation, call note, and email in one central timeline so your whole team stays synchronized.
- Reporting and Analytics. Download instant reports on sales performance, conversion rates, and team productivity to make data-driven decisions.
- Lead Attribution. Track exactly which marketing efforts are driving your best leads so you can double down on what works.
Pricing Comparison
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Lead and contact management
- Project management tools
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and routing
- Email templates and tracking
- Batch email scheduling
- Mobile app business card scanner
Nutshell Pricing
- Contact and lead management
- Email and calendar sync
- Customizable sales pipeline
- Basic reporting and analytics
- Mobile app for iOS and Android
- Everything in Foundation, plus:
- Unlimited sales automation
- Unlimited email sequences
- Advanced reporting and activity tracking
- Personal email health monitoring
Pros & Cons
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly customizable fields and page layouts for specific needs
- Intuitive interface that is easy for new teams to adopt
- Strong mobile app for managing deals on the road
Cons
- Customer support response times can be slow on lower tiers
- Reporting tools have a slight learning curve for beginners
- Email marketing features require a separate add-on subscription
Nutshell
Pros
- Extremely intuitive interface with a short learning curve
- Excellent customer support available to all plan levels
- Seamless two-way synchronization with Gmail and Outlook
- Powerful reporting that is easy to generate and read
Cons
- Email marketing features require an additional monthly add-on
- Mobile app has fewer features than the desktop version
- Limited customization for highly complex enterprise workflows