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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:
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.
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).
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.
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.
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.
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.
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:
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:
The perfect blend of function and ease of use! I can’t believe how good Nutshell is!
Alan P. Skytop Business Loans
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.
$42 per month billed annually,
$49 per month billed monthly
Included (restrictions apply)
Unlimited
Live chat support included free
Yes
Drag-and-drop board, list view,
map view, chart view
Up to 5 fully customizable pipelines
Fully integrated email marketing
Yes
Yes
Yes
Yes
Yes; ability to view lead lists/segments on an interactive map available on iPhone app
Unlimited
$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
To compare all of Nutshell’s Sales plans, go to our pricing page and click “compare all plans”.
When making CRM comparisons with Insightly, Nutshell should be on your radar. That’s because we offer:
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.
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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