⚡ Quick Verdict:
- Pricing: Insightly starts at $29/user/month. Nimble’s pricing is a single plan at $24.90 per user/month.
- Best for: Insightly suits sales teams that also run projects. Nimble suits business professionals doing social outreach.
- Key difference: Insightly bundles project management with CRM. Nimble builds contact records from social and business data.
- Our pick: Insightly, rated 4.1 versus 3.3, because it covers more business processes in one system.
Nimble and Insightly both call themselves CRM software for small businesses.
They are built for two different jobs.
Nimble CRM is a relationship focused CRM that lives inside your inbox.
Insightly is a customer relationship management and project management platform in one.
That single difference decides which one fits your business.
Overview
This Nimble vs Insightly comparison covers pricing, features, and daily functionality.
Our writer spent hands-on time inside a Nimble account.
Notes on Insightly come from its documentation and G2 reviews.
Every price below comes straight from each vendor’s published plans.
By the end you will know which system fits your team.
What is Insightly?
Insightly is a cloud-based CRM built for small and mid-sized companies.
Anthony Smith founded it in 2009, and Unbounce acquired it in July 2024.
It keeps leads, contacts, sales opportunities, and projects in one place.
The company markets it as a modern CRM teams love to actually open.
What sets it apart is project management sitting next to the sales pipeline.
Sales teams close the deal, then the same record becomes a delivery project.
🏆 Winner: Insightly
CRM, project management, and reporting in one system. Built for teams that sell and then deliver.
Insightly Pricing
Insightly offers three tiers. Every price is per user, per month.
| Plan | Price | Best For |
|---|---|---|
| Plus | $29/user/month | Small sales teams starting out |
| Professional | $49/user/month | Teams needing dashboards and app integration |
| Enterprise | $99/user/month | Full access to every feature |
Pricing verified August 2026.
Free trial: Insightly’s site lists a free trial of its paid tiers. Trial length and terms are shown at signup.
Money-back guarantee: No published refund window. Check your contract before you commit to an annual term.
📌 Note: Insightly Marketing and Insightly Service are sold separately. Other Insightly products follow the same three-tier pricing structure as the CRM.
⚠️ Warning: The Plus tier gives limited access to most features. The Enterprise tier costs almost double what comparable plans from other CRMs charge.
Key Benefits of Insightly
Here is what makes Insightly CRM worth a look:
- Projects live beside deals: Won sales opportunities convert into projects with milestones. Handoffs between sales and delivery stop breaking.
- Compliance covered: The platform meets SOC 2 Type II, GDPR, and HIPAA standards. That matters for healthcare and regulated services work.
- AppConnect integrations: A low-code engine offers over 2,000 pre-built connectors. You can wire up apps without a developer.
- Copilot AI: The built-in assistant summarizes emails and retrieves data on request. It cuts the manual reading in your inbox.
- Reporting depth: Reports and dashboards turn raw business data into visual insights. Managers can monitor progress without exporting anything.
- Gantt timelines: A new version in 2025 added Gantt chart visualizations. Project timelines and dependencies are now easier to read.
- Third-party recognition: PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the product.
What Our Team Noticed
We have not had extended hands-on time inside a paid Insightly account yet.
Note: The observations above come from Insightly’s published documentation and from G2 reviews. G2 reviews highlight fast setup and a short learning curve. The same reviews flag missing custom workflows on lower tiers.
Insightly Pros & Cons
✅ Pros
- Project management and CRM in a single system
- SOC 2 Type II, GDPR, and HIPAA compliant
- Over 2,000 pre-built AppConnect connectors
- Fast setup and an easy interface to pick up
- Customizable pipelines, Kanban views, and custom fields
❌ Cons
- Enterprise tier costs almost double Zoho CRM
- Lacks advanced features like custom workflows on lower plans
- Not as feature-deep as Zoho CRM overall
- Per-user pricing adds up fast for larger sales teams
What is Nimble CRM?
Nimble is a relationship-first contact management software for small business teams.
Jon Ferrara launched it in 2009 after pioneering CRM with GoldMine.
It works as a unified relationship management platform layered over your email.
Nimble integrates directly with Google Workspace and Microsoft 365.
The system enriches contacts with social media insights and public company records.
That is why people call it a smart CRM rather than a database.
Here is a closer look at how the platform works day to day.
🥈 Runner Up: Nimble CRM
One plan with every feature included. Built for consultants and small business teams who sell through relationships.
Nimble CRM Pricing
Nimble keeps one plan. Every feature is included at one price.
| Plan | Price | Best For |
|---|---|---|
| Paid Plan | $24.90 per user/month | Consultants and small business teams wanting every feature |
Pricing verified August 2026.
Free trial: Yes. Nimble offers a 14-day free trial so you can test the product first.
Money-back guarantee: None published. The trial is the safety net, so use the full 14 days.
📌 Note: The plan holds up to 25,000 contacts. Every extra 10,000 contacts costs $10 per month on top of your seats.
⚠️ Pricing conflict flagged: Our data sheet lists $24.90 per user/month, which matches the rate billed annually. Third-party sources report $29.90 per user/month on monthly billing. Confirm your billing cycle at checkout.
Key Benefits of Nimble CRM
Here is what Nimble does that most CRM tools do not:
- No siloed contacts: The platform pulls Gmail, Outlook, LinkedIn, and social media into one profile. All your contacts sit in a single view.
- Enrichment credits: Nimble surfaces extra contact details for people at companies you visit online. That gives small teams real sales intelligence.
- Today page dashboard: One screen shows upcoming activities, deals, and engagement opportunities. It replaces a morning spent digging through tabs.
- Group messaging built in: Send up to 1,000 personalized group messages per month with open and click tracking on the Business Plan.
- Nimble Prospector: A browser extension captures contact details from any site and adds them to your CRM without typing.
- Deep contact sync: Microsoft 365 gives two-way syncing of contacts and calendar events. Google Workspace contact sync runs one way.
- Communication history: Stored email threads and social messages keep your follow ups grounded in what was actually said.
What Our Team Noticed
Our writer set up a Nimble account and worked through a live contact list. Here is what stood out from that hands-on time:
Nimble CRM Pros & Cons
✅ Pros
- One plan with all features and no upsell tiers
- Clean interface that small businesses pick up quickly
- Strong contact search and communication history
- Prospector app captures contact records without manual entry
Feature Comparison
Here is where the two CRM tools split apart. We compared eleven areas that matter to small business teams.
| Feature | Insightly | Nimble CRM |
|---|---|---|
| Starting Price | $29/user/month | $24.90 per user/month |
| Free Plan | ❌ | ❌ |
| Project Management | ✅ | ❌ |
| Social Media Enrichment | ❌ | ✅ |
| Group Messaging | ❌ | ✅ |
| Native Integrations | ✅ 2,000+ connectors | ✅ 140+ apps |
| Reporting Dashboards | ✅ | ✅ Basic |
| Support Ticketing | ✅ Add-on product | ❌ |
| Mobile App | ✅ iOS and Android | ✅ iOS and Android |
| Best For | Sales teams that deliver projects | Social selling and outreach |
1. Contact Management
Insightly: Contacts, leads, and organization records sit in a structured database. You can customize layouts and add custom fields per record type. It is built for teams that want clean, consistent data entry.
Nimble CRM: Contact management works the other way around. The platform builds existing contact records from email, calendar, and social profiles automatically. Type a company name and you get contact insights without hunting through tabs.
2. Sales Pipeline and Deals
Insightly: Customizable sales pipelines and Kanban views track every stage. An opportunities dashboard shows what is close to closing deals. Multiple pipelines can run side by side for different product lines.
Nimble CRM: Deals move through visual Kanban boards too. Pipeline management is simpler here, with fewer stages and fewer settings to configure. That suits solo consultants more than layered sales teams.
3. Task and Project Management
Insightly: This is the clearest gap between the two. Projects carry milestones, pipelines, and dependencies, and Gantt charts landed in 2025. You can assign tasks to any team member from web or mobile.
Nimble CRM: Task management covers activities, reminders, and follow ups tied to a contact. You can quickly create tasks and hand them to a colleague. There is no project layer, so delivery work needs another tool.
⚠️ Warning: If your team bills for delivery work, Nimble alone will not cover it. Budget for a separate project tool before you compare prices.
4. Workflow Automation
Insightly: Workflow automation handles record updates, alerts, and multi-step business processes. Copilot, the AI assistant, summarizes long email threads. Custom workflows are gated behind higher tiers, which is a common complaint.
Nimble CRM: Workflow templates let you run repeatable processes on Kanban boards. Onboarding, hiring, and renewal sequences all fit the same model. It is lighter than Insightly but available on the only plan.
5. Email and Group Messaging
Insightly: You get email templates, tracking, and the option to schedule emails from inside a record. Bulk campaigns belong to Insightly Marketing, sold as a separate product. Marketing teams usually buy both.
Nimble CRM: Group messages ship with the plan, capped at 1,000 per month. Open and click tracking is included, and automated email sequences handle nurturing relationships. No second purchase required.
6. Prospecting and Company Records
Insightly: Organization records link every contact, deal, and project to one company. It is excellent for account history. Insightly does not enrich records from public social profiles on its own.
Nimble CRM: Nimble Prospector runs in your browser and pulls details from LinkedIn or any company site. One click adds the person to your list. For social selling this is the strongest feature either tool offers.
7. Automations and Reporting
Insightly: Reporting is the stronger half of this pairing. Dashboards chart pipeline, activity, and revenue so managers monitor progress at a glance. Dashboard access is limited on the Professional tier.
Nimble CRM: Automations cover task assignment, reminders, and message sequences. Reporting highlights areas of potential improvement but stays basic. Expect activity summaries, not custom revenue models.
8. Integrations
Insightly: AppConnect is a low-code engine with over 2,000 pre-built connectors. You build multi-step flows between apps without writing code. That is the widest integration reach of the two.
Nimble CRM: The platform connects to more than 140 SaaS apps and social networks. Many of those links still route through Zapier or Pabbly. Native depth is best with Microsoft and Google accounts.
9. Web Forms and Lead Capture
Nimble CRM: An online form builder captures visitor details straight from your website. New submissions land as contacts, so you manage leads without a middle step. Nimble contacts stay in sync from that moment on.
Insightly: Lead capture is handled through Insightly Marketing or an AppConnect flow. The CRM itself expects leads to arrive from another source. Since the Unbounce merger, landing pages feed that pipeline.
10. Support and Ticketing
Insightly: Insightly Service adds tickets, a knowledge base, and a customer portal. It shares data with the CRM, which helps customer retention after the sale. It is a paid add-on, not part of the base plan.
Nimble CRM: There is no ticketing module at all. Support conversations live in the shared inbox and contact timeline. Teams running formal service desks will need a separate system.
11. Pricing & Cost
Let’s compare the plans side by side.
| Plan Level | Insightly | Nimble CRM |
|---|---|---|
| Entry | Plus — $29/user/month | Paid Plan — $24.90 per user/month |
| Mid | Professional — $49/user/month | Same single plan |
| Top | Enterprise — $99/user/month | Same single plan |
| Number of plans | 3 | 1 |
Insightly: The Plus and Professional tiers price competitively against other CRMs. Enterprise at $99 is where costs bite, roughly double comparable Zoho CRM plans. You pay more, but project management and reporting come with it.
Nimble CRM: One plan removes the guesswork entirely. At $24.90 per user/month you get every feature, which is cheap for this category. Watch the contact ceiling, since extra storage adds $10 per month per 10,000 contacts.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| The lowest seat price | Nimble CRM | $4.10 cheaper per user |
| Project delivery tracking | Insightly | Milestones and Gantt charts |
| Social selling and outreach | Nimble CRM | Prospector plus social enrichment |
| HIPAA or SOC 2 compliance | Insightly | Certified against both standards |
| Deep app integrations | Insightly | 2,000+ AppConnect connectors |
| One simple plan | Nimble CRM | Every feature, no tier upgrades |
💰 Your Budget
Nimble costs $24.90 per user each month with everything included. Insightly starts lower in features at $29 and climbs to $99 for full access.
🔌 Your Tech Stack
Nimble is the better fit if your company runs on Microsoft 365 or Google Workspace. Insightly wins when you need to connect finance, support, and marketing automation apps together.
📝 Your Sales Motion
Relationship sellers who work LinkedIn and email get more from Nimble. Teams running structured deal stages toward closing deals get more from Insightly.
🎓 Your Experience Level
Both keep the learning curve short, and neither is the perfect CRM for every team. Nimble asks less of a first-time user, while Insightly rewards anyone willing to customize.
🆓 Free Trials and Demos
Nimble gives you a 14-day free trial with instant access to every feature. Insightly runs trials and guided demos, so book one before you pick a tier.
🛟 Support and Team Collaboration
Insightly supports team collaboration through shared projects, tasks, and a service portal. Nimble keeps collaboration lighter, centered on shared contacts and communications.
Switching Guide
Already using one of these? Here is what changes if you move.
🔄 Switching from Insightly to Nimble CRM?
✅ What you’ll gain:
- A cheaper seat price with every feature unlocked
- Social profiles and contact insights attached automatically
- Group messaging and the Nimble app on iOS and Android
❌ What you’ll lose:
- Project management with milestones and Gantt charts
- SOC 2 Type II, GDPR, and HIPAA compliance coverage
- AppConnect and the ticketing side of Insightly Service
📋 How to switch:
- Export contacts, organizations, and open deals to CSV
- Start the 14-day trial and connect your email account
- Import the CSV, then let the system enrich each record
🔄 Switching from Nimble CRM to Insightly?
✅ What you’ll gain:
- Projects, milestones, and delivery tracking beside deals
- Reports and dashboards that managers can act on
- Add-on products for service and marketing automation
❌ What you’ll lose:
- Automatic social enrichment on every contact record
- Built-in group messages with open and click tracking
- The single-plan simplicity of Nimble’s pricing model
📋 How to switch:
- Export all your contacts and deal history from Nimble
- Pick a tier and map custom fields before importing
- Rebuild pipelines, then assign tasks to each team member
What Our Review Didn’t Cover
This comparison focused on small business teams and independent business professionals. We did not test enterprise rollouts, custom API work, or bulk seat licensing. Insightly’s paid add-ons were reviewed on paper rather than in daily use. Our notes reflect the August 2026 versions of both products, and functionality changes often. If you manage fifty or more users, your priorities will differ from what we covered here.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing | Nimble CRM |
| 🚀 Core CRM Features | Insightly |
| 🧩 Project Management | Insightly |
| 🤝 Relationship Insights | Nimble CRM |
| 📊 Reporting and Dashboards | Insightly |
| 🔌 Integrations | Insightly |
| 👶 Ease of Use | Nimble CRM |
| 🔐 Compliance and Security | Insightly |
| 🏆 Overall Winner | Insightly |
🏆 WINNER: INSIGHTLY
Insightly wins 5 out of 8 categories.
Best for: Agencies and consultancies, sales teams that deliver projects, and regulated services businesses
These two products answer different questions. Insightly asks how work gets delivered after the sale. Nimble asks how the relationship gets built before it.
Insightly earns the higher 4.1 rating because it covers more ground. One system holds customers, projects, reporting, and compliance, which helps a growing company drive business growth without stitching four apps together.
Nimble is excellent at what it does. For a consultant chasing referrals on LinkedIn, better relationship management beats a project module every time. Its 3.3 rating reflects breadth, not quality.
Pick Nimble if outreach and business growth come from your own network. Pick Insightly if your team needs to sell, deliver, and report inside one platform.
More of Insightly Compared
Here is how Insightly holds up against its closest rivals:
Insightly wins on: native project delivery, flatter per-seat costs at the Plus tier, HIPAA coverage for regulated work
HubSpot wins on: a genuinely usable free tier, richer marketing automation, a far larger partner and training network
Insightly wins on: a quicker rollout, a cleaner data import process, project milestones built into the same records
Zoho CRM wins on: deeper feature coverage overall, roughly half the Enterprise seat price, a wider bundle of sibling business apps
Insightly vs Pipedrive
Insightly wins on: post-sale project tracking, AppConnect’s 2,000-plus connectors, compliance certifications for healthcare clients
Pipedrive wins on: faster daily pipeline entry, a lower entry price, mobile business card scanning that speeds up event follow-up
Insightly vs Salesforce
Insightly wins on: setup speed measured in days, no admin headcount required, total cost of ownership for teams under fifty seats
Salesforce wins on: unmatched customization depth, an enormous app marketplace, reporting that scales to thousands of users
More of Nimble CRM Compared
Nimble competes with a different crowd. This video walks through the closest alternatives.
Nimble CRM wins on: automatic social enrichment, one flat plan instead of tiers, tighter Microsoft 365 two-way sync
HubSpot wins on: a free starting tier, campaign reporting depth, native landing pages and forms at scale
Nimble CRM wins on: the Prospector browser extension, richer profile enrichment, group messages included in the plan
Capsule CRM wins on: a free plan for very small teams, simpler pipeline setup, lower cost per seat at entry level
Nimble CRM vs Keap
Nimble CRM wins on: a much lower monthly cost, faster onboarding for non-technical users, social prospecting tools Keap does not offer
Keap wins on: full marketing automation sequences, native invoicing and payments, appointment booking built into the same account
Nimble CRM wins on: contact enrichment from public profiles, email-first workflow, cheaper access to every feature
Monday CRM wins on: board-level productivity views, stronger team dashboards, a work platform that stretches beyond sales. For example, marketing teams run campaigns on the same boards.
Frequently Asked Questions
What does Nimble CRM do?
It unifies contacts, email, and social profiles into one record. The system tracks deals, sends group messages, and reminds you when to reconnect with someone.
How much is Nimble per month?
$24.90 per user each month at the annual rate. Third-party sources list $29.90 on monthly billing. Every feature is included, along with 25,000 contacts.
What is Insightly used for?
Teams use it to manage leads, contacts, and sales opportunities, then turn won deals into projects with milestones and tasks. Reporting and dashboards come standard.
Is Insightly easy to use?
Yes. G2 reviews highlight fast setup and a short learning curve. Getting data into the system is straightforward, though custom workflows sit on higher tiers.
What are the cons of Nimble?
No project management, basic reporting, and several integrations that need Zapier or Pabbly. The Android app also scores lower in reviews than the iOS version.
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