Insightly vs Nutshell

Salesforce Sales Cloud

HubSpot CRM

Zoho CRM

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Chief of Staff

I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team.

Owner Broker

Guided Onboarding or Live support available at $1500 to $3000 for Premier Support.

Insightly is easy to use, simple to customize, and scales with companies as they grow. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships.

Access Controls/Permissions

Activity Dashboard

Activity/News Feed

Activity Tracking

Alerts/Notifications

Appointment Scheduling

Assignment Management

Batch Processing

Budgeting/Forecasting

Business Card/Badge Scanning

Calendar/Reminder System

Calendar Sync

Campaign Management

Collaboration Tools

Commenting/Notes

Commission Management

Configurable Workflow

Contact Database

Contact Management

Contract/License Management

Customer Database

Customer Engagement

Customer Segmentation

Customer Support

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Dashboard Creation

Data Import/Export

Data Visualization

Deal Management

Document Management

Document Storage

Drag & Drop

Dynamic Modeling

Email Management

Email Marketing

Email Templates

Email Tracking

Event Triggered Actions

Field Sales Management

File Management

File Sharing

Forecasting

For Insurance Industry

For iPad Devices

For Mac Devices

For Sales Teams/Organizations

For Small Businesses

For Startups

Goal Setting/Tracking

Graphical Data Presentation

Interaction Tracking

Internal Chat Integration

Kanban Board

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Scoring

Lead Segmentation

Marketing Automation

Mobile Access

Mobile App

Modeling & Simulation

Monitoring

Multi-Currency

Opportunity Management

Percent-Complete Tracking

Performance Metrics

Pipeline Management

Pipeline Reports

Prioritization

Process/Workflow Automation

Project Planning

Project Planning/Scheduling

Project Templates

Project Tracking

Proposal Generation

Prospecting Tools

Quotes/Estimates

Real-Time Analytics

Real-Time Data

Real-Time Notifications

Real-Time Reporting

Real-Time Updates

Recurring Tasks

Referral Tracking

Reminders

Reporting/Analytics

Reporting/Project Tracking

Reporting & Statistics

Role-Based Permissions

Sales Activity Management

Reviews for Insightly come from a wide variety of industries, including marketing and advertising (10% of reviewers), management consulting (7%), and computer software (7%). The most frequent use case for Insightly cited by reviewers is CRM (60% of reviewers).

Users and use cases

Some users report that Insightly’s free plan is valuable for startups and small businesses, and reviewers appreciate its generous features and competitive entry-level pricing. However, some reviewers feel the paid tiers are expensive and include unnecessary or costly add-ons.

Value for money

Insightly is a CRM solution offering key features such as contact management, among others.

Insightly

Web-based

Android

Windows

iPad

iPhone

Pipedrive

Bitrix24

Bigin by Zoho CRM

Zendesk Suite

Vtiger CRM

Salesforce Starter

Freshsales

Copper

monday CRM

Buildertrend

Nutshell

monday.com

NetSuite

Claritysoft CRM

Plus

Professional

Enterprise

Frequent bugs and glitches

Customer Care Manager

Some parts of the software need more work and also new features like Service has too many glitches and some functions do not work properly even though have been revised and "fixed" many times.

89% of reviewers feel negative about Bugs and Issues. Some users report encountering persistent glitches, slow performance, and intermittent failures in core features. Reviewers indicate that bugs often affect integrations, data saving, and user interface responsiveness, leading to frustration and inefficiency. They say that technical problems can remain unresolved for extended periods, with some users feeling like they are left to troubleshoot on their own. Users mention that these issues disrupt daily workflows and can undermine confidence in the reliability of the platform.

Cumbersome email integration

37% of reviewers feel negative about Email Integration. Some users report that linking emails to records is manual and time-consuming, with limited support for HTML emails, tracking, and multi-address management. Reviewers indicate that two-way integration with Gmail and Outlook is lacking or requires third-party services, which adds complexity and cost. They say that email threads, attachments, and formatting are not reliably maintained, making it difficult to manage customer communications efficiently. Users find the email functionality less robust compared to other CRM platforms.

Limited and slow support

43% of reviewers feel negative about Customer Support. Some users say it is difficult to reach knowledgeable support staff, with long response times and limited access to technical assistance. Reviewers report that support often relies on generic help articles rather than direct problem-solving, and escalation to more specialized help is rarely available without extra cost. They feel that support channels are restricted, with no phone or live chat options for most users, and that follow-up on unresolved issues is inconsistent. Users express frustration with the lack of proactive service.

Boosts team productivity

97% of reviewers feel positive about Team Collaboration. Reviewers appreciate how Insightly streamlines communication and coordination among team members, making it easier to assign and manage tasks, track account ownership, and collaborate on projects. Some users report that the platform helps reduce unnecessary back-and-forth and increases overall productivity, especially for small and remote teams. They find onboarding new team members straightforward and value the internal task management features. Users think that Insightly’s collaborative tools are effective for both small and growing teams, supporting efficient project execution and enhancing team alignment.

Flexible customization options

Director of Marketing and Business Development

I really like how Insightly can be customized and scaled to fit the needs of the business.

85% of reviewers feel positive about Customization. Reviewers appreciate the wide range of customization features, such as custom objects, dashboards, and workflows, which allow them to tailor Insightly to their unique business needs. Some users report that the platform is easy to adapt for different industries and processes, enabling organizations to create a personalized CRM experience. They value the flexibility to integrate with other applications and the ability to scale customization as their requirements evolve. Users think the intuitive setup makes it accessible for teams with varying technical skills.

Comprehensive activity tracking

Editor

Insightly has given us an ability to keep track of all our sales and all our clients' contact details so that we can contact anyone promptly.

88% of reviewers feel positive about Tracking. Users say Insightly provides robust tools for tracking contacts, sales, projects, and tasks, making it easy to monitor progress and manage customer relationships. Some reviewers report that the system’s real-time features, customizable task views, and notification options help teams stay organized and on top of deadlines. They find the ability to log activities, track pipelines, and access client histories valuable for maintaining oversight. Reviewers appreciate that tracking is straightforward, whether for sales pipelines, project milestones, or customer communications.

Ideal for small businesses

Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform.

90% of reviewers feel positive about Professional Use. Users think Insightly is well-suited for small and mid-sized businesses due to its affordability, ease of use, and scalable features. Some reviewers find the platform’s project management, reporting, and integration capabilities particularly beneficial for growing organizations. They appreciate the ability to manage leads, contacts, and opportunities efficiently without the complexity or cost of larger CRMs. Reviewers indicate that Insightly adapts well as businesses expand, offering flexible pricing and intuitive tools that support daily operations and long-term growth.

Head of Growth

As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky.

Director of Design and Engineering

The cap of fields in a custom object, the automations not triggering correctly -> you have to delay triggers so that automations do not overlap and contradict each other.

Sales Manager Educational Products

The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports.

I like the collaboration capabilities with API via Appconnect, AutoCAD, BricsCAD, Loveland Innovations IMGING, etc

Managing Solicitor

Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects.

Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.

VP Sales and Marketing

Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project".   And all parties connected to a Project can be linked so easily.

Founder and Financial Advisor

However, as my business grew, it did not scale in the way I ultimately needed.

I found Insightly to be very easy to get started with, and from a cost standpoint, it felt like a practical, cost-effective option.

The user-friendly interface and comprehensive features allowed me to effectively manage contacts, track communication, and collaborate with my team.

Business Development Specialist

The system is very smart and has many modern capabilities such as recognizing when there is an existing contact which in turn saves time and redundancies.

Senior Customer Care Specialist

It also does not have intuitive searching and looks for verbatim entries

Global Marketing Manager

it will cover the basic functions you need and enable you to run basic marketing campaigns but won't give the added functionality of the more complex options out there.

There are a lot of holes and catch reports that need to be created.

It covers all the bases- customisation, data import and export and all the basic features you would expect and I found it intuitive to use

Case Manager

It really does help with efficiencies and workflow.

I needed to have contacts online so that it would be possible from anywhere in the world to access, add notes and send notifications.

Administrator

Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for.

It allows a company to keep all of their client information in one location and access quickly and easily.

I also appreciated the seamless integration with email, allowing me to track and log communications with clients.

Its intuitive user interface, making it easy for teams to adopt and use efficiently.

Sometimes automations to not trigger at all.

It is one of the bets CRM softwares and it is free for limited users and we don't need more users in our company so this software has become very useful to us.

The phone number fields do not have an automated template, the number can be input anyway.

Director of Customer Service

Very user friendly, custom views for all users is great, reporting is excellent.

The way that some of the fields are set up, they are not made for quick editing, copying, etc.

The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out.

Marketing & Sales Support Manager

I dont like the method of how to capture event related campaigns in relation to sales leads at events. But I am comparing it to my past experience with using Salesforce which had a campaign section to clearly give credit to it and house lists within a campaign e.g. a conference or tradeshow.

Sales Analyst

Highly customisable and cheap CRM to set up.

Insightly vs Nutshell Comparison (2026)

Insightly

Nutshell

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives