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Insightly vs Nutshell Comparison
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Overview
Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities and...
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations win more deals, and doesn’t require...
Video & Screenshots
Pricing
Starting from
29
Per month
- Free trial available
- No credit card required
- Free account
- Subscription based
Starting from
20
/user
Per month
- Free trial available
- No credit card required
- Free account
- Subscription based
User reviews
3.9
497
5
4
3
2
1
169
205
79
17
27
- Value for money
- Ease of use
- Features
- Customer support
Pros
NA
Nawar A.
MP
Melinda P.
AR
Anonymous Reviewer
Pros
JM
Jean-Marie K.
LC
Laurel C.
Alex W.
Cons
AR
Anonymous Reviewer
Iain M.
AR
Anonymous Reviewer
Cons
SS
Stacie S.
EB
Eugene B.
TB
Thomas B.
Key features
- Total features124
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- Appointment Scheduling
- Assignment Management
- Batch Processing
- Budget Management
- Business Card/Badge Scanning
- CAN SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Scheduling
- Campaign Segmentation
- Cataloging/Categorization
- Click Tracking
- Client Management
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer Segmentation
- Customer Service Analytics
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Synchronization
- Data Visualization
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Modeling
- Email Campaign Management
- Email Distribution
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Field Sales Management
- File Management
- File Sharing
- For Mac Devices
- For Startups
- For iPad Devices
- Forecasting
- Gantt/Timeline View
- 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 Segmentation
- List Management
- Marketing Automation
- Mobile Access
- Mobile Optimized Emails
- Modeling & Simulation
- Monitoring
- Multi-Currency
- Opportunity Management
- Percent-Complete Tracking
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Prioritization
- Progress Tracking
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Tracking
- Project Workflow
- Projections
- 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 & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Role-Based Permissions
- Routing
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Source Tracking
- Spam Blocker
- Statistical Analysis
- Status Tracking
- Tagging
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third Party Integrations
- To-Do List
- Visual Analytics
- WYSIWYG Editor
- Web Forms
- Web-based Deployment
- Workflow Management
- Total features86
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- Appointment Scheduling
- Assignment Management
- Batch Processing
- Budget Management
- Business Card/Badge Scanning
- CAN SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Scheduling
- Campaign Segmentation
- Cataloging/Categorization
- Click Tracking
- Client Management
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer Segmentation
- Customer Service Analytics
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Synchronization
- Data Visualization
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Modeling
- Email Campaign Management
- Email Distribution
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Field Sales Management
- File Management
- File Sharing
- For Mac Devices
- For Startups
- For iPad Devices
- Forecasting
- Gantt/Timeline View
- 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 Segmentation
- List Management
- Marketing Automation
- Mobile Access
- Mobile Optimized Emails
- Modeling & Simulation
- Monitoring
- Multi-Currency
- Opportunity Management
- Percent-Complete Tracking
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Prioritization
- Progress Tracking
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Tracking
- Project Workflow
- Projections
- 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 & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Role-Based Permissions
- Routing
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Source Tracking
- Spam Blocker
- Statistical Analysis
- Status Tracking
- Tagging
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third Party Integrations
- To-Do List
- Visual Analytics
- WYSIWYG Editor
- Web Forms
- Web-based Deployment
- Workflow Management
Integrations
Alternatives
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User reviews that mention these apps
Eugene B.
Electrical/Electronic Manufacturing, 1-10 employees
Used daily for 2+ years
Review source
Share this review:
Consolidated location for prospects and communication history.
We explored a number of CRM solutions and initially selected Insightly after trying to get Tiger CRM working. Insightly functionality was too limiting and consequently was not being used. Our second round of trials lead us to Nutshell, which we have been using for about two years. We found Nutshell to be reasonably robust and easy to use. We have been using it for about two years now. We have about 30,000 contacts and 11,000 companies.
We are now running into some functional issues which we have to address with addons, including Mailjet for email campaigns and Zapier for data transfer. The lack of a quoting interface, manual address entry into Quickbooks, lack of phone integration, and incomplete email integration. With the exception of QB integration, the other functions can be addressed with more addons. By the time we get done...
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