# Insightly vs Nutshell: Features and Cost Comparison 2026 | Capterra

> Insightly vs Nutshell: Which crm tool is right for you? Dive into our detailed comparison of their features, costs, and user experience to make your decision.

Source: https://www.capterra.com/compare/130671-144340/Insightly-vs-Nutshell

---

# Insightly vs Nutshell Features and Cost Comparison

Last updated April 6th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

InsightlyNutshell2/4 selected

[Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.4 (620)](https://www.capterra.com/p/144340/Nutshell/reviews/)

[## Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/)

[## Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.4 (620)](https://www.capterra.com/p/144340/Nutshell/reviews/)

Starting Price

$29.00/month

Starting Price

$29.00/month

Value-for-Money

4

Functionality

3.9

Ease of Use

4

Customer Service

3.8

Starting Price

$13.00/month

Starting Price

$13.00/month

Value-for-Money

4.4

Functionality

4.1

Ease of Use

4.4

Customer Service

4.4

Reviews Sentiment

Based on [654 reviews](https://www.capterra.com/p/130671/Insightly/reviews/)

Positive

518

Neutral

86

Negative

50

Positive

518

Neutral

86

Negative

50

Reviews Sentiment

Based on [620 reviews](https://www.capterra.com/p/144340/Nutshell/reviews/)

Positive

546

Neutral

60

Negative

14

Positive

546

Neutral

60

Negative

14

Best for (according to reviews)

-   **Business size**: Small businesses account for 425 reviews, representing 64% of feedback, demonstrating broad uptake among this segment.
-   **Industry**: Marketing and advertising, management consulting, and computer software together contribute 24% of reviews, indicating diverse industry adoption.
-   **Use cases**: CRM (60%), task management (35%), and account management (32%) are the primary use cases, reflecting a focus on customer and workflow management.

Best for (according to reviews)

-   **Business size**: Small businesses account for 392 reviews, representing 71% of feedback, indicating strong adoption among this segment.
-   **Industry**: Marketing and advertising, construction, and computer software industries together contribute 20% of reviews, reflecting diverse but moderate industry usage.
-   **Use cases**: CRM (72%), lead management (38%), and email marketing (37%) are the main applications, highlighting a focus on customer and sales processes.

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## Send this comparison chart to my inbox

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

## Reviewer verdict

Insightly

Insightly users find it best for businesses needing a highly customizable CRM with strong workflow management and project tracking capabilities. Reviewers value its ability to link records, manage large contact databases, and automate processes, appreciating integrations with Gmail and Mailchimp for communication and marketing. They indicate that the free version offers a cost-effective entry point for startups, though some mention limitations with third-party integrations and email management.

Nutshell

Nutshell users consider it ideal for teams seeking an easy-to-use CRM with effective lead tracking, customizable pipelines, and automation features. Reviewers highlight its user-friendly interface, versatile search options, and seamless integration with Gmail and Mailchimp, which they say streamline sales and marketing activities. They appreciate its affordability and comprehensive features, though some note that advanced tools may require higher-tier plans and mention occasional support issues.

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Features comparison

Choosing a crm solution like Insightly or Nutshell involves more than just comparing prices. Evaluating the features and capabilities of each option is key to finding the right fit. Selecting a solution that integrates well with your needs can improve efficiency and prevent spending on features you don't require. Here's how these two options measure up in key areas. \[[1](#source-item-1)\]

Key features rated by users

Features selected based on 44,407 reviews from CRM users.  
about the Fit Score methodology.

Fit Score methodology

To calculate the Fit Score, our proprietary methodology factors in the following:

  

-   The importance level for each feature. By default, this is determined by user reviews. They can rate a feature Critical, High, Low, or Not Used.
-   Feedback from real users on how the product performs for each key feature, derived from verified user reviews and ratings.

  

Please note:

  

-   To calculate the Fit Score, the number of reviews for those features and the actual rating carry the same weight. You might see that, in some cases, even though the ratings are the same, we still determine a winner because it had more reviews.
-   If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation.

Insightly

78%Fit

Feature ratings

Contact Database

4.3

Contact Management

4.4

Lead Management

4.2

Sales Pipeline Management

4.1

Nutshell

81%Fit

High performer

Feature ratings

Contact Database

4.4

Contact Management

4.5

Lead Management

4.5

Sales Pipeline Management

4.5

Contact Database

4.3 (80)

4.4 (75)

Insightly users appreciate the ability to link records, create custom fields, and use tags to organize contacts. They find it easy to manage and update large numbers of contacts, and they value the centralized location for all client information. However, some users mention the need for better search functionalities. Nutshell users also value the centralized and organized contact database, highlighting the ease of uploading and managing contacts. They appreciate features like duplicate entry alerts and the ability to tag and customize contact information. Overall, users find Insightly effective for linking and managing contacts, while they value Nutshell for its ease of use and customization options.

Contact Management

4.4 (82)

4.5 (140)

Insightly users find the contact management feature useful for sorting and assigning contacts to various tasks and projects. They appreciate the ability to monitor interactions and update contact information easily, though some users mention occasional lag and the need for better search capabilities. Nutshell users value the shared contact records and the ability to track interactions and communication history. They find the search options versatile and appreciate the ease of use. In general, users find Insightly effective for managing and updating contacts, while they value Nutshell for its robust search options and shared records.

Lead Management

4.2 (88)

4.5 (146)

Insightly users find lead management essential for tracking sales stages and progress, though some users mention it can be glitchy and not user-friendly. They appreciate the ability to set reminders and follow-up tasks but note the need for more intuitive features. Nutshell users consider lead management crucial for their business, highlighting the integration with email platforms and the ability to track communications. They appreciate the step-by-step tracking and the automation features. Overall, users find Insightly useful for tracking sales stages, while they value Nutshell for its email integration and automation capabilities.

Sales Pipeline Management

4.1 (82)

4.5 (121)

Insightly users appreciate the customizable sales pipeline that allows them to track project progress and convert opportunities into projects. They find it helpful for visualizing sales stages, though some users mention it can be basic and glitchy. Nutshell users value the ability to set up different types of pipelines with various stages and actions. They appreciate the automation features and the ability to prioritize leads. In summary, users find Insightly's sales pipeline management helpful for tracking project progress, while they value Nutshell for its customizable pipelines and automation features.

## Pricing comparison

### Starting prices

Insightly

$29.00

Per User

(Per Month)

Free Trial

Free Version

[View pricing plans](https://www.capterra.com/p/130671/Insightly/pricing/)

Nutshell

$13.00

Per User

(Per Month)

Free Trial

Free Version

[View pricing plans](https://www.capterra.com/p/144340/Nutshell/pricing/)

### Value-for-money analysis

4.0 (654)

4.4 (620)

A dive into reviewer perceptions about the value for money of both Insightly and Nutshell demonstrates that Insightly reviewers consider it to offer a versatile and cost-effective CRM solution, while Nutshell reviewers comment on its affordability and comprehensive features. Reviewers appreciate Insightly's free version, which they say is suitable for startups and small businesses, offering a wide range of features without immediate financial commitment. They also note that the tiered pricing allows businesses to scale as needed. However, some users mention that the cost of premium plans and additional features can be high, particularly for small businesses, and they cite issues with the pricing structure and customer support. When it comes to Nutshell, reviewers find it also provides good value for money, highlighting its affordability and robust feature set. They appreciate the reasonable pricing and the availability of essential tools without excessive costs. Nonetheless, some users feel that certain advanced features are only available in higher-priced tiers, which they indicate can be a drawback for those with limited budgets.

## Integrations

Popular Integrations

Compare available integrations between Insightly and Nutshell.

### 123FormBuilder

Insightly

Nutshell

### HubSpot CRM

Insightly

Nutshell

### Mailchimp

Insightly

Nutshell

### ServiceM8

Insightly

Nutshell

### Zapier

Insightly

Nutshell

### Campaign Monitor by Marigold

Insightly

Nutshell

### Microsoft 365

Insightly

Nutshell

### Trello

Insightly

Nutshell

Total Integrations

118

Gmail

Reviewers mention that Insightly integrates seamlessly with Gmail, allowing users to log emails, manage contacts, and synchronize data, which they say enhances communication and workflow efficiency.

Mailchimp

Users report that Insightly integrates with Mailchimp for email marketing, noting that it facilitates sending email blasts and automating mail campaigns, which they indicate improves customer engagement.

Insightly Integrations (118)

-   [123FormBuilder](https://www.capterra.com/p/122770/123ContactForm/)
-   [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)
-   [ActiveDEMAND](https://www.capterra.com/p/142305/ActiveDEMAND/)
-   [Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/)
-   [Aircall](https://www.capterra.com/p/184709/Aircall/)
-   [AnyMeeting](https://www.capterra.com/p/118310/AnyMeeting/)
-   [Asana](https://www.capterra.com/p/184581/Asana-PM/)
-   [Benchmark Email](https://www.capterra.com/p/71152/Benchmark-Email/)
-   [Bidsketch](https://www.capterra.com/p/127734/Bidsketch/)
-   [BookingSync](https://www.capterra.com/p/114051/BookingSync/)
-   [Box](https://www.capterra.com/p/148766/Box/)
-   [Brevo](https://www.capterra.com/p/132996/brevo/)
-   [CallRail](https://www.capterra.com/p/141829/CallRail/)
-   [Campaign Monitor by Marigold](https://www.capterra.com/p/76928/Campaign-Monitor/)
-   [Chargebee](https://www.capterra.com/p/131433/Chargebee/)
-   [Clio](https://www.capterra.com/p/105428/Clio/)
-   [ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/)
-   [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)
-   [Contactually](https://www.capterra.com/p/158259/Contactually/)
-   [Cyclr](https://www.capterra.com/p/158623/Cyclr/)
-   [Dasheroo](https://www.capterra.com/p/139939/Dasheroo/)
-   [Direct Mail](https://www.capterra.com/p/128355/Direct-Mail/)
-   [DirectIQ Email Marketing](https://www.capterra.com/p/135395/DirectIQ/)
-   [Docusign](https://www.capterra.com/p/121506/Docusign/)
-   [Dotdigital](https://www.capterra.com/p/151213/dotmailer/)
-   [dotloop](https://www.capterra.com/p/136372/dotloop/)
-   [Drip](https://www.capterra.com/p/164933/Drip/)
-   [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)
-   [Emma by Marigold](https://www.capterra.com/p/75428/Emma/)
-   [Everhour](https://www.capterra.com/p/133409/Everhour/)
-   [Evernote Teams](https://www.capterra.com/p/154969/Evernote-Business/)
-   [EZ Texting](https://www.capterra.com/p/145848/Ez-Texting/)
-   [Formstack Forms](https://www.capterra.com/p/118892/Formstack/)
-   [FreeAgent](https://www.capterra.com/p/122008/FreeAgent/)
-   [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)
-   [Front](https://www.capterra.com/p/132901/Front/)
-   [FullContact](https://www.capterra.com/p/161228/FullContact-Data-Solutions/)
-   [GetResponse](https://www.capterra.com/p/153948/GetResponse/)
-   [Gmail](https://www.capterra.com/p/202338/Gmail/)
-   [Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)
-   [Google Contacts](https://www.capterra.com/p/203196/Google-Contacts/)
-   [Google Drive](https://www.capterra.com/p/161425/Drive/)
-   [Google Forms](https://www.capterra.com/p/176571/Google-Forms/)
-   [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)
-   [Gravity Forms](https://www.capterra.com/p/206381/Gravity-Forms/)
-   [Groove](https://www.capterra.com/p/143005/Groove/)
-   [Help Scout](https://www.capterra.com/p/136909/Help-Scout/)
-   [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)
-   [Hubstaff](https://www.capterra.com/p/132376/Hubstaff/)
-   [Ignition](https://www.capterra.com/p/140861/Practice-Ignition/)
-   [Intercom](https://www.capterra.com/p/134347/Intercom/)
-   [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/)
-   [Kanban Tool](https://www.capterra.com/p/132750/Kanban-Tool/)
-   [Kantata](https://www.capterra.com/p/110832/kantata/)
-   [Keap](https://www.capterra.com/p/76390/Infusionsoft/)
-   [Kixie PowerCall](https://www.capterra.com/p/135636/Kixie-PowerCall/)
-   [Kustomer](https://www.capterra.com/p/158128/Kustomer/)
-   [Lead Liaison](https://www.capterra.com/p/124417/Lead-Liaison/)
-   [Mad Mimi](https://www.capterra.com/p/140718/Mad-Mimi/)
-   [Mailchimp](https://www.capterra.com/p/110228/MailChimp/)
-   [MailerLite](https://www.capterra.com/p/136603/MailerLite/)
-   [MailUp](https://www.capterra.com/p/127970/MailUp/)
-   [Marketo Engage](https://www.capterra.com/p/75130/Marketo-Lead-Management/)
-   [Membrain](https://www.capterra.com/p/143859/Membrain/)
-   [Meta for Business](https://www.capterra.com/p/213257/Facebook/)
-   [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)
-   [Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)
-   [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)
-   [Mojo Helpdesk](https://www.capterra.com/p/128650/Mojo-Helpdesk/)
-   [Myphoner](https://www.capterra.com/p/225488/Myphoner/)
-   [noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/)
-   [OmniFocus](https://www.capterra.com/p/177722/OmniFocus/)
-   [OnceHub](https://www.capterra.com/p/122968/ScheduleOnce/)
-   [OneDrive](https://www.capterra.com/p/161304/OneDrive/)
-   [Operations Hub](https://www.capterra.com/p/226298/PieSync/)
-   [Outreach](https://www.capterra.com/p/159318/Outreach/)
-   [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)
-   [PersistIQ](https://www.capterra.com/p/143625/PersistIQ/)
-   [Podio](https://www.capterra.com/p/128631/Podio/)
-   [Portfolio Manager](https://www.capterra.com/p/82678/LiquidPlanner/)
-   [Process Street](https://www.capterra.com/p/135004/Process-Street/)
-   [Proposable](https://www.capterra.com/p/122529/Proposable/)
-   [Proposify](https://www.capterra.com/p/133332/Proposify/)
-   [Pure Chat](https://www.capterra.com/p/141708/Pure-Chat/)
-   [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)
-   [Quotient](https://www.capterra.com/p/131897/Quotient/)
-   [Recurly](https://www.capterra.com/p/122700/Recurly-Subscription-Billing/)
-   [Reply](https://www.capterra.com/p/143629/Reply/)
-   [Robly](https://www.capterra.com/p/149327/Robly/)
-   [Salesforce Marketing Cloud Account Engagement](https://www.capterra.com/p/134593/Pardot/)
-   [SendGrid](https://www.capterra.com/p/204113/SendGrid/)
-   [ServiceM8](https://www.capterra.com/p/110711/ServiceM8/)
-   [Setmore](https://www.capterra.com/p/122035/SetMore/)
-   [Shopify](https://www.capterra.com/p/83891/Shopify/)
-   [Slack](https://www.capterra.com/p/135003/Slack/)
-   [Slemma](https://www.capterra.com/p/153269/Slemma/)
-   [Stripe](https://www.capterra.com/p/123889/Stripe/)
-   [SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)
-   [SupportBee](https://www.capterra.com/p/132028/SupportBee/)
-   [Teamwork Desk](https://www.capterra.com/p/143754/Teamwork-Desk/)
-   [Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/)
-   [TimeCamp](https://www.capterra.com/p/129847/TimeCamp/)
-   [Todoist](https://www.capterra.com/p/149339/Todoist-for-Business/)
-   [Toky](https://www.capterra.com/p/156115/Toky/)
-   [Toodledo](https://www.capterra.com/p/180631/Toodledo/)
-   [Trello](https://www.capterra.com/p/211559/Trello/)
-   [Typeform](https://www.capterra.com/p/137289/Typeform/)
-   [Wave](https://www.capterra.com/p/178021/Wave-Apps/)
-   [Wishpond](https://www.capterra.com/p/145745/Wishpond/)
-   [Wufoo](https://www.capterra.com/p/224990/Wufoo/)
-   [Xero](https://www.capterra.com/p/120109/Xero/)
-   [YouCanBook.me](https://www.capterra.com/p/163194/YouCanBookMe/)
-   [Zapier](https://www.capterra.com/p/130182/Zapier/)
-   [Zendesk Sell](https://www.capterra.com/p/199865/Zendesk-Sell/)
-   [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)
-   [Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/)
-   [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)
-   [Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/)

Total Integrations

100

Gmail

Reviewers mention that Nutshell integrates seamlessly with Gmail, which they note helps track client interactions, sync calendars, and automate follow-ups efficiently.

Mailchimp

Users report that Nutshell integrates well with Mailchimp, citing that it simplifies email marketing activities and allows for easy data synchronization between the two platforms.

Nutshell Integrations (100)

-   [123FormBuilder](https://www.capterra.com/p/122770/123ContactForm/)
-   [3CX](https://www.capterra.com/p/158704/3CX/)
-   [AccuCare](https://www.capterra.com/p/119007/AccuCare/)
-   [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)
-   [Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/)
-   [AdRoll](https://www.capterra.com/p/179140/AdRoll/)
-   [Airtable](https://www.capterra.com/p/146652/Airtable/)
-   [Apollo.io](https://www.capterra.com/p/158696/Apollo/)
-   [Asana](https://www.capterra.com/p/184581/Asana-PM/)
-   [AWeber](https://www.capterra.com/p/95949/AWeber-Email-Marketing/)
-   [Basecamp](https://www.capterra.com/p/56808/Basecamp/)
-   [BigCommerce](https://www.capterra.com/p/131883/Bigcommerce/)
-   [Box](https://www.capterra.com/p/148766/Box/)
-   [Breeze](https://www.capterra.com/p/156024/Clearbit/)
-   [Calendly](https://www.capterra.com/p/148036/Calendly/)
-   [CallHippo](https://www.capterra.com/p/159578/CallHippo/)
-   [CallRail](https://www.capterra.com/p/141829/CallRail/)
-   [Campaign Monitor by Marigold](https://www.capterra.com/p/76928/Campaign-Monitor/)
-   [Chargebee](https://www.capterra.com/p/131433/Chargebee/)
-   [Checkfront](https://www.capterra.com/p/99249/Checkfront/)
-   [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)
-   [Demio](https://www.capterra.com/p/165411/Demio/)
-   [Deskpro](https://www.capterra.com/p/127288/DeskPRO/)
-   [Dialpad](https://www.capterra.com/p/190976/Dialpad-Sell/)
-   [Docusign](https://www.capterra.com/p/121506/Docusign/)
-   [Dropbox DocSend](https://www.capterra.com/p/136311/DocSend/)
-   [Dropbox Sign](https://www.capterra.com/p/144797/HelloSign/)
-   [Eventbrite](https://www.capterra.com/p/114949/Eventbrite/)
-   [eWebinar](https://www.capterra.com/p/213778/eWebinar/)
-   [Formstack Documents](https://www.capterra.com/p/206506/Formstack-Documents/)
-   [Freshcaller](https://www.capterra.com/p/165078/Freshcaller/)
-   [FreshMail](https://www.capterra.com/p/139511/FreshMail/)
-   [GitLab](https://www.capterra.com/p/159806/GitLab/)
-   [Givebutter](https://www.capterra.com/p/172048/Givebutter/)
-   [Gmail](https://www.capterra.com/p/202338/Gmail/)
-   [Google Contacts](https://www.capterra.com/p/203196/Google-Contacts/)
-   [Google Drive](https://www.capterra.com/p/161425/Drive/)
-   [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)
-   [Gravity Forms](https://www.capterra.com/p/206381/Gravity-Forms/)
-   [Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/)
-   [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)
-   [Intercom](https://www.capterra.com/p/134347/Intercom/)
-   [Jira](https://www.capterra.com/p/19319/JIRA/)
-   [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/)
-   [JustCall](https://www.capterra.com/p/157853/JustCall/)
-   [Kit](https://www.capterra.com/p/175000/ConvertKit/)
-   [Kixie PowerCall](https://www.capterra.com/p/135636/Kixie-PowerCall/)
-   [Klaviyo](https://www.capterra.com/p/156699/Klaviyo/)
-   [KrispCall](https://www.capterra.com/p/266038/KrispCall/)
-   [Leadpages](https://www.capterra.com/p/203635/Leadpages/)
-   [LiveChat](https://www.capterra.com/p/62194/LiveChat/)
-   [Mad Mimi](https://www.capterra.com/p/140718/Mad-Mimi/)
-   [MailCamp](https://www.capterra.com/p/197365/MailCamp/)
-   [Mailchimp](https://www.capterra.com/p/110228/MailChimp/)
-   [mailparser.io](https://www.capterra.com/p/153243/mailparser-io/)
-   [MailUp](https://www.capterra.com/p/127970/MailUp/)
-   [ManyChat](https://www.capterra.com/p/206636/ManyChat/)
-   [Meta for Business](https://www.capterra.com/p/213257/Facebook/)
-   [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)
-   [Microsoft Exchange](https://www.capterra.com/p/248250/Microsoft-Exchange/)
-   [Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)
-   [Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)
-   [MightyCall](https://www.capterra.com/p/135394/MightyCall/)
-   [MightyForms](https://www.capterra.com/p/204119/MightyForms/)
-   [Mixpanel](https://www.capterra.com/p/158740/Mixpanel/)
-   [MODX](https://www.capterra.com/p/161662/MODX/)
-   [Ninja Forms](https://www.capterra.com/p/204315/Ninja-Forms/)
-   [Notion](https://www.capterra.com/p/186596/Notion/)
-   [Office 365 Document Management](https://www.capterra.com/p/159852/Oxygen-Document-Management/)
-   [Olark](https://www.capterra.com/p/125957/Olark/)
-   [OnceHub](https://www.capterra.com/p/122968/ScheduleOnce/)
-   [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)
-   [PlanSo Leads](https://www.capterra.com/p/147804/PlanSo-Leads/)
-   [Podio](https://www.capterra.com/p/128631/Podio/)
-   [Procore](https://www.capterra.com/p/56250/Procore/)
-   [Pure Chat](https://www.capterra.com/p/141708/Pure-Chat/)
-   [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)
-   [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)
-   [Quo](https://www.capterra.com/p/199031/OpenPhone/)
-   [Reply](https://www.capterra.com/p/143629/Reply/)
-   [RingCentral Engage Voice](https://www.capterra.com/p/242187/RingCentral-Engage-Voice/)
-   [RingCX](https://www.capterra.com/p/242186/RingCentral-Contact-Center/)
-   [ServiceM8](https://www.capterra.com/p/110711/ServiceM8/)
-   [Slack](https://www.capterra.com/p/135003/Slack/)
-   [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)
-   [Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/)
-   [Todoist](https://www.capterra.com/p/149339/Todoist-for-Business/)
-   [Trello](https://www.capterra.com/p/211559/Trello/)
-   [Twitter/X](https://www.capterra.com/p/214056/Twitter/)
-   [Typeform](https://www.capterra.com/p/137289/Typeform/)
-   [Unbounce](https://www.capterra.com/p/145639/Unbounce/)
-   [UserVoice](https://www.capterra.com/p/135908/UserVoice/)
-   [WordPress](https://www.capterra.com/p/131687/WordPress/)
-   [WordPress Portal](https://www.capterra.com/p/213122/WordPress-Portal/)
-   [Wufoo](https://www.capterra.com/p/224990/Wufoo/)
-   [Yesware](https://www.capterra.com/p/136698/Yesware/)
-   [Zapier](https://www.capterra.com/p/130182/Zapier/)
-   [Zendesk AI](https://www.capterra.com/p/10015368/Zendesk-AI/)
-   [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)
-   [Zoom Phone](https://www.capterra.com/p/208535/Zoom-Phone/)

For each product, we show you the most common integrations according to our user reviews and analyze themes in what reviewers say to highlight what you need to know.

## How does the user experience compare on Insightly vs Nutshell?

### Overall rating

4.0 (654)

4.4 (620)

### User interface

Insightly

Nutshell

### Customer service and support

Insightly

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live rep)

Chat

Nutshell

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live rep)

Chat

## What users say about the pros and cons of Insightly vs Nutshell

These crm software solutions have been evaluated by verified reviewers on Capterra. Check out what real users say about Insightly and Nutshell to find out which one would work best for your needs. Users appreciate Insightly for its CRM usage, noting its wide array of tools, customization options, and integration with other applications. They value the high level of customization, indicating that it allows businesses to tailor the software to their specific needs. Reviewers also highlight its workflow management capabilities, citing increased efficiency and automation of key processes. At the same time, Nutshell users commend its lead tracking, mentioning the ease of use and customization of leads. They also find its CRM features user-friendly and effective, and praise its sales management tools for transforming their sales processes. However, Insightly users mention issues with integration capabilities, citing limitations with third-party applications and system constraints. They also find email management cumbersome, noting difficulties with linking emails and limited functionality. Meanwhile, Nutshell users report problems with email management, such as lack of drip sequence options and attachment issues. They also experience frustrations with issue resolution, mentioning bugs and slow response times from support. \[[2](#source-item-2)\]

Pros

Insightly

John M

Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years.

“Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain consistent, timely engagement with clients.“

December 16, 2025

WA

Wilcox A

Managing SolicitorLegal Services, 51 - 200 employeesUsed the software for: 6-12 months.

“We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.“

September 20, 2024

Nutshell

BC

Brook C

PartnerFinancial Services, 11 - 50 employeesUsed the software for: More than 2 years.

“The mobile app allows for on-the-go solutions, email integrations are powerful for historical context, and it's highly intuitive to use versus legacy competitors.“

December 19, 2025

JT

John T

OwnerMarketing and Advertising, 2 - 10 employeesUsed the software for: 1-2 years.

“The mobile app is excellent for logging notes and updates right after meetings, and the email and calendar integrations keep everything organized in one place.“

December 18, 2025

Cons

Insightly

John M

Founder and Financial AdvisorFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years.

“The integrations with other applications wasn't as strong as I was looking for at the time.“

December 16, 2025

JK

Jamie K

Head of GrowthComputer Software, 11 - 50 employeesUsed the software for: 6-12 months.

“Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields.“

May 6, 2024

Nutshell

RB

Roderick B

Director OwnerMarketing and Advertising, Self-employedUsed the software for: 1-2 years.

“The fact I cannot use the WhatsApp integration in the UK - at the moment the section which allows marketing via WhatsApp is not yet available in the UK.“

February 9, 2026

JB

Jeff B

CROHuman Resources, 11 - 50 employeesUsed the software for: 1-2 years.

“Also, if your team is coming from a bigger CRM, there can be a short adjustment period where certain options you’re used to aren’t in the same place or aren’t as robust.“

December 17, 2025

* * *

Sources

1.  Our research team identified features from vendor websites based on their analysis of what users find valuable or expect from crm software. This list is not exhaustive. For additional features, refer to the vendor’s website.
    
2.  Review excerpts are passages extracted from longer reviews written by verified reviewers. We obtain these excerpts by applying an algorithm that considers factors including, but not limited to, length, topic coverage, and thematic relevance. Excerpts are evaluated for positive or negative sentiment and receive a sentiment score. They represent user opinion and do not represent the views of, nor constitute, an endorsement by Capterra or its affiliates. Excerpts are not edited for clarity or grammar.
    

* * *

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