Is Insightly a SaaS company?

Yes. Insightly sells cloud-hosted subscription software billed per user per month, with no on-premise install required.

Who is the founder of Insightly?

Founder and leadership details are published on the company's own about page, which is the most reliable place to check current names.

What is Insightly CRM?

Insightly CRM is a cloud customer relationship management platform that combines contact management, sales pipelines and project management in one account.

Who is the CEO of Insightly CRM?

Executive leadership changes over time. Check the official Insightly about page for the current CEO rather than relying on third-party listings.

Small and mid-sized companies use it, especially agencies and consultancies where a closed deal becomes a delivered project.

What CRM does Red Cross use?

Public information about which CRM any specific charity runs is not confirmed by Insightly. Treat unsourced claims about named organizations with caution.

Where is Insightly located?

Insightly is a United States based software company. The registered office address is listed on its website contact page.

Does Insightly have a mobile app?

Yes. The mobile app lets you add contacts on the go, scan a business card, create projects and assign tasks to team members.

What is CRM insightly?

It refers to the Insightly CRM product, which stores customer records, tracks the sales pipeline and links each deal to project work.

What is CRM on a Mac?

CRM on a Mac simply means running customer relationship management software on macOS. Insightly and Nutshell CRM are both web-based, so any browser works.

What does CRM stand for Pharma?

In pharmaceutical sales, CRM still stands for customer relationship management, though systems there add compliance and prescriber tracking rules.

What is a CRM system in insurance?

An insurance CRM tracks policyholders, renewals and claims activity. The core idea matches any other CRM system, with industry fields added.

What are Insightly projects?

Projects are delivery workspaces inside the CRM. Each one holds milestones, pipelines, tasks and files linked to the original opportunity.

Where does Insightly store data?

Data sits in Insightly's cloud infrastructure. The company states compliance with SOC 2 Type II, GDPR and HIPAA.

What is Insightly good for?

It excels in customization, integrations and speed for businesses needing a tight project management and CRM linkage.

What is the function of Insightly?

It centralizes contacts, tracks sales opportunities, automates routine work and reports on business performance through dashboards.

Is Insightly cloud based?

Yes. It is accessible via web browser and mobile app, so there is nothing to install on a desktop.

Who is the CEO of Insightly?

Refer to the official Insightly website for current executive names, since leadership pages are updated more reliably than press summaries.

How many users does Insightly have?

Insightly does not publish a live customer count. Any specific figure circulating online should be treated as an estimate.

Who is the owner of Insightly?

Ownership details, including any parent company, are disclosed on the official Insightly site and in company registration records.

Where is Insightly headquarters?

The company headquarters address is listed on the Insightly contact page. It is a United States based operation.

Who is the CEO of Insightly AI?

Insightly AI is not a separate company. AI features such as Copilot sit inside the main Insightly CRM product.

What is CRM in a nutshell?

In short, CRM software stores every customer record in one place so a team can track conversations, deals and follow-ups without spreadsheets.

What is the nutshell platform?

Nutshell is a cloud-based CRM and marketing platform for small to mid-sized B2B sales teams, covering pipelines, email campaigns and reporting.

Who is the CEO of Nutshell CRM?

Current leadership names are published on the Nutshell website. Company pages stay more current than secondary directories.

What is CRM short summary?

CRM is software that organizes contacts, tracks the sales pipeline and records every interaction so teams can respond faster and forecast better.

What is CRM in simple words?

It is one shared address book with a memory. It remembers who your customers are, what you promised and what happens next.

What is Nutshell in software?

In software terms, Nutshell is a CRM application. It handles contact management, sales automation, pipeline tracking and email marketing.

Where is Nutshell used?

It is used by small and mid-sized B2B sales teams worldwide, typically in services, manufacturing and agency businesses.

Where is Nutshell CRM located?

Nutshell is a United States based company. The office address appears on its official contact page.

Where is nutshell CRM based?

The company is headquartered in the United States. Check the official site for the current registered address.

What is the Nutshell program?

The Nutshell program is the CRM application itself, available in a web browser and as a mobile app for iOS and Android.

Does Nutshell have an app?

Yes. Nutshell provides a mobile application for both iOS and Android platforms, with calendar sync and click-to-call.

Is Nutshell a good company?

Reviewers rate the product highly for ease of use and support. Free data migration and live support on all plans are frequently praised.

What is the summary of the book Nutshell?

That question refers to Ian McEwan's 2016 novel, which is unrelated to Nutshell CRM. This comparison covers only the CRM software.

What is nutshell a great app that we can use to?

Teams use it to capture leads through web forms, move deals across a visual pipeline, send email campaigns and report on sales KPIs.

How much does a CRM typically cost?

Most small business CRM plans run between $12 and $100 per user per month. Insightly starts at $29 and Nutshell CRM starts at $13.

How much does it cost to buy a CRM?

These platforms are subscriptions rather than one-time purchases. Budget the per-seat price multiplied by headcount, plus any add-on products.

How to calculate the cost of CRM?

Multiply the per-user price by seat count, add separate products such as marketing or service, then add any migration or training costs.

B2B pricing is how business-to-business vendors set rates, often per seat and per tier, with annual commitments lowering the effective monthly cost.

Which CRM solutions execute campaigns in multiple languages?

Both platforms send campaigns in any language you write. Neither publishes a fixed list of supported interface languages, so confirm with the vendor before rollout.

Why does a browser verification screen appear before the site loads?

Some networks show a Cloudflare check first. The page displays a Ray ID while verifying you are human, shows a verification successful waiting message, then loads the site properly within seconds of proceeding.

Insightly vs Nutshell CRM: Which CRM Wins in 2026?

by Fahim Joharder | Last updated Aug 7, 2026

Winner

4.1

SOC 2 Type II, GDPR & HIPAA
2,000+ AppConnect Connectors
Copilot AI Email Summaries
Projects + CRM in One Tool
Gantt Charts Added in 2025
Rated by PC Magazine & G2
Plans from $29/user/month

TRY NOW

Runner Up

2.8

Plans Start at $13/user/mo
Free Data Migration Included
Unlimited Contacts, No Caps
Board, List, Map & Chart Views
5,000+ Apps via Zapier
Free 14-Day Trial
Plans from $13/user/month

TRY NOW

⚡ Quick Verdict:

Pricing: Insightly starts at $29/user/month. Nutshell CRM starts at $13 per user per month.
Best for: Insightly suits teams tying project management to customer relationship management. Nutshell CRM suits small businesses that want sales automation on a budget.
Key difference: Insightly ships projects, milestones and an opportunities dashboard inside the CRM. Nutshell CRM keeps the funnel simple and adds email marketing.
Our pick: Insightly, rated 4.1 against 2.8, because it covers sales, service and delivery in one system.

Most CRM shoppers pick the wrong tool for a simple reason.

They compare feature lists instead of workflows.

Insightly and Nutshell CRM both track leads, contacts and deals.

But one is built for teams that deliver projects after the sale.

The other is built for small sales teams that want speed and a low monthly cost.

This comparison shows which one matches your business.

Overview

This Insightly vs Nutshell CRM comparison covers pricing, core features and ease of use.

It also breaks down who each platform works best for.

Our writer spent hands-on time with Nutshell CRM directly.

Notes on Insightly come from published documentation, pricing pages and G2 reviews.

By the end, you will know which CRM software fits your team.

Try insightly FOR FREE

What is Insightly?

Insightly is a cloud-based customer relationship management platform for growing companies.

Insightly CRM keeps all of your current and prospective customer data in one place to lift productivity.

Sales teams and marketing teams share the same records while tracking sales opportunities.

Managers use it to monitor employee work and progress across every project.

The same account also handles delivery through milestones and pipelines.

That link between the sales pipeline and project management is the main draw.

Insightly CRM Review: Better Than I Expected?

🏆 Winner: Insightly

⭐ 4.1/5 | 💰 From $29/user/month

Insightly pairs contact management with real project delivery. It is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd and TrustRadius.

TRY INSIGHTLY NOW →

READ FULL REVIEW →

INSIGHTLY TUTORIAL →

Insightly Pricing

Insightly offers three tiers. Each one is priced per user.

Plan	Price	Best For
Plus	$29/user/month	Small sales teams starting with CRM
Professional	$49/user/month	Teams needing dashboards and app integration
Enterprise	$99/user/month	Full access to every feature and audit log

Pricing verified August 2026.

Free trial: Yes. Insightly runs a free trial of the CRM so you can test records, reporting and workflow automation before you pay.

Money-back guarantee: None advertised. Plans are billed annually, so review the terms before you commit for a year.

📌 Note: Insightly Marketing and Insightly Service are sold separately. These other Insightly products follow the same pricing structure as the CRM, so a full stack multiplies your monthly costs.

⚠️ Warning: The Plus tier gives limited access to most features. The Professional tier caps dashboards and third-party app integration. Check the limits for your services before you choose a plan.

Try insightly FOR FREE

Key Benefits of Insightly

Here is what makes Insightly worth a look:

Projects Inside the CRM: Create projects, set milestones and assign tasks to any team member. Gantt chart visualizations were added in 2025 for timelines and dependencies.
Customizable Pipelines: Kanban views track each stage of sales. Custom fields let you customize records to match your process.
AppConnect Integrations: A low-code integration engine ships over 2,000 pre-built connectors. Google Workspace, Gmail and Outlook all connect.
Copilot AI Assistant: Copilot summarizes emails and speeds up data retrieval. It is one of the newer AI features in the platform.
Security and Compliance: Insightly is compliant with SOC 2 Type II, GDPR and HIPAA. That security posture matters for regulated clients.
Reporting and Dashboards: Reports and dashboards give visual insight into business performance. An opportunities dashboard shows deals by stage and owner.
Mobile Capture: The platform runs in any web browser and on mobile. Add contacts on the go, scan a business card, and assign work from your phone.

Try insightly FOR FREE

What Our Team Noticed

Note: We have not had extended hands-on time with Insightly yet. The notes above come from published documentation, the Insightly pricing page and G2 reviews. G2 reviews highlight fast setup and a short learning curve as the two reasons buyers pick it.

Insightly Pros & Cons

✅ Pros

Links project management and CRM in one system
Over 2,000 pre-built connectors through AppConnect
Compliant with SOC 2 Type II, GDPR and HIPAA
Fast rollout and easy data input
Copilot AI summarizes emails and retrieves data

❌ Cons

Enterprise tier costs almost double Zoho CRM
Not as feature-deep as bigger CRM tools
Lacks advanced options like custom workflows
Marketing and Service cost extra per user

Try insightly FOR FREE

What is Nutshell CRM?

Nutshell CRM is a cloud-based platform built for small to mid-sized B2B sales teams.

It is an all-in-one tool for contact management, pipelines and email marketing.

The design goal is simplicity, so it skips the heavier features that slow teams down.

Nutshell comes standard with unlimited CRM contacts and no data limits.

You can import contacts from any source using a CSV file.

In 2025 it was named a top choice for small businesses that value ease of use.

Nutshell CRM Tutorial 2026 | How to Use Nutshell CRM

🥈 Runner Up: Nutshell CRM

⭐ 2.8/5 | 💰 From $13/user/month

Nutshell CRM gives small teams a working funnel in days. Free data migration and free live support come with every plan.

TRY NUTSHELL CRM NOW →

READ FULL REVIEW →

NUTSHELL CRM TUTORIAL →

Nutshell CRM Pricing

Nutshell CRM plans are sold per user. There are five tiers.

Plan	Price	Best For
Foundation	$13/user/month	A single user testing basic contact management
Growth	$25/user/month	Small teams adding sales automation
Pro	$42/user/month	Multiple pipelines and personal email sequences
Business	$59/user/month	Teams needing the full reporting suite
Enterprise	$79/user/month	Larger teams needing an audit log and territories

Pricing verified August 2026.

Free trial: Yes. Nutshell offers a free 14-day trial for new users, so you can create a pipeline and view real deals before paying.

Money-back guarantee: None advertised. Free data migration and free live support come with all plans instead.

📌 Note: Marketing features like email marketing, landing pages and web forms are included rather than sold as paid add-ons. That keeps the real cost lower than the plan price suggests.

⚠️ Warning: The jump from Foundation to Enterprise is six times the price. Confirm which tier unlocks the reporting suite you need before you commit.

Try nutshell crm FOR FREE

Key Benefits of Nutshell CRM

Here is where Nutshell CRM earns its place:

Short Learning Curve: Nutshell CRM is rated one of the friendlier CRM tools for B2B teams. Most users are productive within days.
Visual Pipeline Management: Drag-and-drop boards move deals through stages. Board, List, Map and Chart views cover different ways to read the funnel.
Sales Automation: Lead routing, follow-up notifications and email sequences run without manual work. That cuts time-wasting tasks for every person on the team.
Lead Discovery: ProspectorIQ and VisitorIQ find new leads. VisitorIQ identifies companies visiting your site so you can respond faster.
Broad Integration: It connects with Google Apps, MailChimp, Zendesk, Microsoft 365 and Slack, plus over 5,000 apps via Zapier.
Free Support and Migration: Live chat and email support cover all customers. Priority support is there for enterprise clients.
Mobile App: A mobile application covers both iOS and Android, and its functionality earns positive feedback. Calendar sync and click-to-call keep the day moving.

The graphic below sums up where the platform delivers the most value.

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