Insightly vs Nutshell CRM Comparison Chart

Summary
Pricing
Details
Top features
Typical customers
Support options
Mobile apps
Android
iPhone/iPad
User reviews
Value for money
Ease of use
Features
Customer support
Users recommended to a colleague
Integrations
Social presence
Facebook
Twitter


Reviews

Christopher Sammut

From a users perspective, the system is well designed and provides useful data which is easy to hand

2017-05-08

Better insight of our market and great sales processes.

Pros

users perspective: Great interface, users are empowered to crunch their data and produce viable results admin perspective: very comprehensive API

Cons

from an admin perspective, there are certain items which are missing. 1. logical custom fields 2. better user permissions

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Nutshell CRM Reviews
Nutshell CRM
CRM & sales collaboration tool for small businesses
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Eugene Bodrero

Good starter CRM

2017-05-08

Consolidated location for prospects and communication history.

Pros

We explored a number of CRM solutions and initially selected Insightly after trying to get Tiger CRM working.

Cons

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 adding on the functional holes, the price becomes quite high. The reliance on addons also means that the system becomes unwieldy; a different system, management interface, and subscription for each function. At this time, I don't think there is a good solution for QB integration at all. This may not be significant since QB for Manufacturing is below our needs anyway. Our next step may be to use PostBooks, Xtuple, or some other MRP system that includes CRM. But, those also carry their own management burdens and costs. Nutshell does have a reasonable email interface to send correspondence through our IMAP server, but the markup tags are cumbersome, are error prone, has no CC or BCC field, and the reply emails don't populate under the Nutshell customer(s). Consequently, only half of the conversation is visible. Of all of the above, this is the most significant limitation at this point.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Nutshell CRM Reviews
Nutshell CRM
CRM & sales collaboration tool for small businesses
Read more
Anonymous
A verified reviewer

Nutshell is a powerful CRM that provides insights and in CRM calling options.

2018-02-07

Nutshell offers an all in one CRM, email management, and phone option. This is a great software for inbound sales teams.

Pros

Plus they offer social insights based on company domain and email, which auto populates lead data.

Cons

The email tracking is scant and doesn't track opens accurately, plus the emails sent from the CRM could be enhanced with HTML options. If they offered voicemail drop that would be a major plus!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Nutshell CRM Reviews
Nutshell CRM
CRM & sales collaboration tool for small businesses
Read more
Brian Schoedel

We really like the insights we get from their reporting which helps us make decisions about our busi

2018-11-15

Nutshell was easy to setup, personalize and get value from the application. We continue to modify to our needs as Testimonial Tree's SaaS based customer survey, testimonial marketing, online review and reputation management business grows.

Pros

We really like the insights we get from their reporting which helps us make decisions about our business.

Cons

We'd like to see them expand their App integrations & Zaps (Zapier) with best of breed solutions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Nutshell CRM Reviews
Nutshell CRM
CRM & sales collaboration tool for small businesses
Read more