What users are saying about
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Top Rated
621 Ratings
21 Ratings

Insightly

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Top Rated
621 Ratings
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Score 8 out of 100
21 Ratings
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Score 8.5 out of 100

Likelihood to Recommend

Insightly

Insightly is perfect for small business owners who are not that tech savvy. It is also well known for its ease-of-use so if you aren't sure how to use a full-blown CRM this is a great place to be. Overall my business partner doesn't want to go back to a complicated system like Zoho CRM that was difficult to understand.
Denny Basham, MBA, Denver Reputation Marketing Expert. | TrustRadius Reviewer

Nutshell

This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis?If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.
Catherine Corass | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Insightly
7.8
Nutshell
7.3
Customer data management / contact management
Insightly
8.7
Nutshell
9.0
Workflow management
Insightly
7.8
Nutshell
8.1
Territory management
Insightly
7.5
Nutshell
6.0
Opportunity management
Insightly
8.0
Nutshell
8.8
Integration with email client (e.g., Outlook or Gmail)
Insightly
8.3
Nutshell
7.5
Contract management
Insightly
6.5
Nutshell
Quote & order management
Insightly
8.0
Nutshell
6.7
Interaction tracking
Insightly
8.1
Nutshell
9.3
Channel / partner relationship management
Insightly
7.7
Nutshell
3.0

Customer Service & Support

Insightly
7.1
Nutshell
8.8
Case management
Insightly
7.0
Nutshell
9.7
Call center management
Insightly
7.2
Nutshell
8.0
Help desk management
Insightly
7.1
Nutshell

Marketing Automation

Insightly
7.7
Nutshell
8.1
Lead management
Insightly
7.9
Nutshell
8.4
Email marketing
Insightly
7.5
Nutshell
7.8

CRM Project Management

Insightly
7.1
Nutshell
8.9
Task management
Insightly
7.5
Nutshell
9.1
Billing and invoicing management
Insightly
6.0
Nutshell
Reporting
Insightly
7.9
Nutshell
8.8

CRM Reporting & Analytics

Insightly
7.3
Nutshell
8.2
Forecasting
Insightly
7.0
Nutshell
8.0
Pipeline visualization
Insightly
7.6
Nutshell
7.9
Customizable reports
Insightly
7.2
Nutshell
8.7

Customization

Insightly
7.1
Nutshell
8.2
Custom fields
Insightly
7.4
Nutshell
7.9
Custom objects
Insightly
7.1
Nutshell
9.0
Scripting environment
Insightly
6.8
Nutshell
9.0
API for custom integration
Insightly
7.2
Nutshell
7.0

Security

Insightly
8.4
Nutshell
7.5
Single sign-on capability
Insightly
8.8
Nutshell
9.0
Role-based user permissions
Insightly
8.1
Nutshell
6.0

Social CRM

Insightly
7.4
Nutshell
7.8
Social data
Insightly
6.8
Nutshell
7.5
Social engagement
Insightly
8.0
Nutshell
8.0

Integrations with 3rd-party Software

Insightly
6.2
Nutshell
8.0
Marketing automation
Insightly
7.2
Nutshell
8.0
Compensation management
Insightly
5.1
Nutshell
8.0

Platform

Insightly
7.7
Nutshell
7.6
Mobile access
Insightly
7.7
Nutshell
7.6

Pros

Insightly

  • Within GMAIL - the sidebar is an amazing tool and has so much potential!
  • Within GMAIL - so save into Insightly and link is very very helpful
  • Insightly's search is very good
  • Being able to tag the contact is helpful
  • The corroboration with Mailchimp is awesome
Joanne Grams | TrustRadius Reviewer

Nutshell

  • Customization - we are able to make Nutshell make the most sense for our company and processes
  • Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
  • Tags - allow us to prioritize leads and segment our customers and potential customers
  • Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
  • Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place
Jennifer Callaghan | TrustRadius Reviewer

Cons

Insightly

  • Would be great if you could integrate with your select email marketing platform, or if Insightly provided email marketing tools similar to mainstream platforms.
  • I am a Microsoft product user and would like better integration with those products.
  • Would be nice to have templates for different business types.
Tommy L. Chambers | TrustRadius Reviewer

Nutshell

  • SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
  • Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.
Laci Fitch | TrustRadius Reviewer

Likelihood to Renew

Insightly

Insightly 9.0
Based on 18 answers
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
Vanessa Johnson | TrustRadius Reviewer

Nutshell

Nutshell 10.0
Based on 1 answer
This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.
Dan Aylward | TrustRadius Reviewer

Usability

Insightly

Insightly 8.4
Based on 48 answers
Very easy to use once you understand the functions. I am sure there are still features I am not using correctly or to their intended potential. But with trial and error we have learned to use the site and it works very well for us on a day to day basis.
Julie Webster | TrustRadius Reviewer

Nutshell

Nutshell 9.0
Based on 1 answer
Very easy to use, great for small office
Dan Aylward | TrustRadius Reviewer

Reliability and Availability

Insightly

Insightly 10.0
Based on 6 answers
Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
Jane Beisell PMP, CIA | TrustRadius Reviewer

Nutshell

No score
No answers yet
No answers on this topic

Performance

Insightly

Insightly 8.3
Based on 44 answers
The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.
Douglas Psulkowski, P.E. | TrustRadius Reviewer

Nutshell

No score
No answers yet
No answers on this topic

Support Rating

Insightly

Insightly 1.5
Based on 29 answers
I have never given any other software support a 10, but Insightly has really done a great job over the 3 years we have been using it. They are quick to respond, don't ask stupid questions, don't bump you to others, and every issue has been resolved in very short order.
Randie Frederick | TrustRadius Reviewer

Nutshell

Nutshell 9.5
Based on 2 answers
Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.
Jennifer Callaghan | TrustRadius Reviewer

Online Training

Insightly

Insightly 9.0
Based on 5 answers
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
Jane Beisell PMP, CIA | TrustRadius Reviewer

Nutshell

No score
No answers yet
No answers on this topic

Implementation Rating

Insightly

Insightly 8.6
Based on 57 answers
The only missing thing at this time that would make our implementation complete would be a tighter integration with Xero allowing us to send quotes and report on quotes from Insightly!Xero has, excuse the pun, ZERO reporting on quotes sent!!!They are both very good products, however it's the little things that make good GREAT!
Jeremy Grant | TrustRadius Reviewer

Nutshell

Nutshell 8.0
Based on 1 answer
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Dan Aylward | TrustRadius Reviewer

Alternatives Considered

Insightly

We did a one year of evaluation of 17Hats and while there were things that we liked - like the integration with DocuSign, they were just not worth trying to make the switch. Overall, the company seemed to do a good job of growing with its clients, it just seemed a bit 'young'. They were adding stuff on request but we really needed a CRM that was already there and knew what we were going to need. Zoho seems amazing but so piecemeal that we would need to invest way too much to get all that we wanted. Really a bit overwhelming. Insightly meets our needs and continues to improve and has very responsive client support.
Ann Matuszak | TrustRadius Reviewer

Nutshell

Well, my team had trials for these others and they all prefer Nutshell for different reasons. I prefer it as I need a user-friendly software to help me out as I am not a big tech guy. I have heard others in the office say things like they like the way activities are scheduled better, or the way nothing ever gets accidentally erased if they hard crash or power goes out.
Gregory Palenschat | TrustRadius Reviewer

Scalability

Insightly

Insightly 7.8
Based on 6 answers
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of.(-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
Phil Cashen | TrustRadius Reviewer

Nutshell

No score
No answers yet
No answers on this topic

Return on Investment

Insightly

  • The most important effect that Insightly has had on our company is the unified organization of information available to the entire company. If someone leaves the company, or is just out sick, all of the info for their clients and their projects is available for management to use to keep business moving. For instance, I was called away for a family emergency and forgot to reschedule an in-house demo with a client. When the client showed up, my boss (the CEO of the Company) was able to review the client file, read the notes on the product demo and the client's needs and he was able to perform the demo himself. All of the information was right there to get him up to speed on why our client was there and what they needed.
  • Efficiency is the next major positive impact that Insightly has brought. As a small, yet growing company, our employees have to be able to wear multiple hats and perform variety of functions. Insightly has brought such organization to my life that I am now able to keep much better track of all my daily tasks and in fact get so much more done in less time. My efficiency and productivity have increased dramatically.
Chris Stephens, CTS | TrustRadius Reviewer

Nutshell

  • Nutshell's mobility has provided significant ROI for me since we've started using the CRM. I've been able to provide immediate feedback to clients, schedule meetings from the field with confidence, and much more.
  • Nutshell's tagging features have helped us craft custom mailing/email lists. We struggled to do this in the past.
Phil Curtolo | TrustRadius Reviewer

Screenshots

Pricing Details

Insightly

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Insightly Editions & Modules

Additional Pricing Details

Nutshell

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Nutshell Editions & Modules

Edition
Starter$201
Pro$351
Pro+$701
  1. per user, per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Insightly
8.2
Nutshell
8.6

Likelihood to Renew

Insightly
9.0
Nutshell
10.0

Usability

Insightly
8.4
Nutshell
9.0

Reliability and Availability

Insightly
10.0
Nutshell

Performance

Insightly
8.3
Nutshell

Support Rating

Insightly
1.5
Nutshell
9.5

Online Training

Insightly
9.0
Nutshell

Implementation Rating

Insightly
8.6
Nutshell
8.0

Scalability

Insightly
7.8
Nutshell

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