Insightly vs Nutshell: CRM Platform Comparison

Insightly vs Nutshell: CRM Platform Comparison

Insightly and Nutshell are both CRM platforms. Choosing between them depends on your team size, budget, and specific customer relationship management and sales pipeline tracking requirements. Here is what each vendor publishes about pricing, features, and integrations.

The Quick Answer

By each vendor's own wording, Insightly lists lead and contact management and lead assignment and routing, while Nutshell lists unlimited contacts & storage and email & calendar sync. A capability both offer can appear under different names, so read both feature lists below.

Nutshell offers a lower entry point at $19/mo compared to Insightly at $29/mo.

If your priority is organizing contacts, tracking deals, and forecasting revenue, both tools target it. The right choice depends on your budget, team size, and the specific capabilities you need most.

Understanding the Core Difference

Insightly is Insightly is a CRM for fast-growing companies that tracks all pipeline data in one place, auto-scores leads and sends follow-ups. It is sold alongside Insightly marketing automation, support and ticketing, and the AppConnect workflow builder.

Nutshell is Nutshell is an all-in-one growth software featuring CRM, email marketing, and contact management for sales teams. Every subscription bundles webchat, an AI chatbot, a form builder, landing pages and attribution reporting alongside the sales pipeline.

The two platforms take different approaches to solving the same core challenge.

Pricing Comparison

$29/moInsightly entry plan

Plus

$19/moNutshell entry plan

Foundation

Insightly Pricing (as of September 2026)

Source: Insightly Pricing

Nutshell Pricing (as of September 2026)

Source: Nutshell Pricing

Pricing Analysis

Nutshell offers the lower entry point ($19/mo vs $29/mo). Teams watching their budget will appreciate the savings, especially when starting out.

Nutshell offers 5 pricing tiers compared to Insightly's 3, giving you more granularity as you scale.

Features Breakdown

Insightly lists

• Lead and contact management
• Lead assignment and routing
• Opportunity management
• Customizable sales processes
• Workflow automation
• Project management
• and 2 more listed below

Nutshell lists

• Unlimited contacts & storage
• Email & calendar sync
• Form builder & landing pages
• Activity reports
• Lead assignment rules
• Sales automation
• and 2 more listed below

Insightly Key Features

• Lead and contact management
• Lead assignment and routing
• Opportunity management
• Customizable sales processes
• Workflow automation
• Project management
• Advanced reports and pre-built business dashboards
• AI Copilot

Nutshell Key Features

• Unlimited contacts & storage
• Email & calendar sync
• Form builder & landing pages
• Activity reports
• Lead assignment rules
• Sales automation
• Meeting scheduler
• Advanced reporting

The two lists below are a diff of each vendor's own feature list by exact wording, so a capability both tools offer can appear on either side under a different name.

Listed only by Insightly

• Lead and contact management
• Lead assignment and routing
• Opportunity management
• Customizable sales processes
• Workflow automation
• Project management
• Advanced reports and pre-built business dashboards
• AI Copilot

Listed only by Nutshell

• Unlimited contacts & storage
• Email & calendar sync
• Form builder & landing pages
• Activity reports
• Lead assignment rules
• Sales automation
• Meeting scheduler
• Advanced reporting

Integration Ecosystem

Insightly Integrations

Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.

Nutshell Integrations

Nutshell connects with: Gmail and Google Calendar, Calendly, Aircall, CallRail, Dialpad, Intercom, Google Meet, Google Analytics (GA4), ChatGPT / OpenAI, Claude.

Shared Integrations

Both tools integrate with: Calendly.

Integrations listed only by Insightly: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, DocuSign, ZoomInfo.

Integrations listed only by Nutshell: Gmail and Google Calendar, Aircall, CallRail, Dialpad, Intercom, Google Meet, Google Analytics (GA4), ChatGPT / OpenAI, Claude.

Use Case Recommendations

Best Fit for Insightly

• Budget-conscious teams looking for an affordable CRM platform
• Sales teams tracking deals from first touch to close
• Managers who need pipeline visibility and forecasting
• Growing teams that need scalable contact management

Best Fit for Nutshell

• Budget-conscious teams looking for an affordable CRM platform
• Sales teams tracking deals from first touch to close
• Managers who need pipeline visibility and forecasting
• Growing teams that need scalable contact management

Feature Comparison Summary

Getting Started Checklist

1. Define your customer relationship management and sales pipeline tracking requirements and monthly budget
2. Estimate your expected contacts and deals to find the right tier
3. List the integrations your team currently relies on
4. Sign up for free trials or demos of both platforms
5. Run a small test with each tool before making a commitment
6. Evaluate the onboarding experience and support quality

Final Thoughts

Insightly and Nutshell both serve the customer relationship management and sales pipeline tracking market. Nutshell offers a more accessible entry point at $19/mo, while Insightly starts at $29/mo. Your decision should weigh pricing against the specific features that matter most for your workflow.

Start with a trial of each to see which platform fits your team's daily process. The best tool is the one your team actually uses consistently.

Pricing and features verified as of September 2026. Visit Insightly and Nutshell for current information.