Insightly vs Nutshell
Price, platforms and features side by side. The table says where each price was read and when.
Insightly
CRM with built-in project management for after the sale
Nutshell
Sales CRM with email marketing, forms and AI built into every plan
Where they differ
- Insightly starts at $29 per user / month, billed annually. Nutshell starts at $13 per user / month, billed annually ($19 billed monthly).
- Insightly also covers tasks.
- Nutshell also covers booking links and forms.
At a glance
| Insightly | Nutshell | |
|---|---|---|
| Pricing | Free trial | Free trial |
| Starts at | $29 per user / month, billed annually | $13 per user / month, billed annually ($19 billed monthly) |
| Free plan | None | None |
| Free trial | 14-day free trial, no credit card required | 14-day free trial, no credit card required |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Insightly Inc. (an Unbounce company) | Nutshell (part of WebFX) |
| Price read from | insightly.com | nutshell.com |
| Checked | Oct 5, 2026 | Oct 5, 2026 |
Who each one suits
Insightly
- Businesses that deliver projects after the sale and want one system for both
- Teams that expect to need custom fields and role-based permissions
- Companies that also want marketing and support tools from the same vendor
Nutshell
- Small sales teams that want a low per-user entry price
- Teams that want lead capture forms and basic email marketing inside the CRM
- Companies that value live support and onboarding help on every plan
Worth knowing
Insightly
- The pricing page lists no free plan, only a 14-day trial.
- Prices are shown for annual billing only; the pricing page gives no monthly rates.
- Lead routing, workflow automation and AI Copilot start at Professional; products, price books and quotes need Enterprise.
- Plans cap total records: 100,000 on Plus, 250,000 on Professional and 500,000 on Enterprise.
Nutshell
- There is no free plan; the free trial lasts 14 days.
- Foundation is limited to 100 active leads, 1 pipeline and 10 custom fields.
- Sales automation, multiple pipelines and the meeting scheduler start at Pro, $42 per user / month billed annually.
- Two-way SMS and social inboxes ($16 per user / month) and proposals and invoices ($79 a month) are paid add-ons.
Key features
Insightly
- Pipelines and lead management
- Leads are captured, prioritized and distributed by criteria, and opportunities move through customizable pipelines. Lead assignment and routing start at Professional.
- Projects from won deals
- A won opportunity can be converted into a project and delivered with pipelines, milestones and tasks, so work after the sale stays in the same system.
- Workflow automation
- Automation takes over repetitive steps such as emails, reminders and onboarding tasks. Workflow automation is listed as a Professional plan feature.
- Dashboards and reports
- Advanced reports and pre-built business dashboards are included from the Plus plan, with customizable KPIs and dashboards that can be shared with the team.
- AI Copilot
- Copilot automates tasks, summarizes records and surfaces information from plain-language prompts. It is included from the Professional plan.
- Email sidebars and mobile apps
- Sidebars for Gmail and Outlook show and create leads and contacts from the inbox. The iOS and Android apps add business card scanning and voice notes.
Nutshell
- Leads and pipelines
- A drag-and-drop board shows where each lead stands. Foundation and Growth have one pipeline, Pro has 5, Business 10 and Enterprise unlimited.
- Email and calendar sync
- Two-way sync with Gmail and Outlook keeps emails and calendar events attached to contacts, with email templates and one-click bulk emailing.
- Sales automation
- Growth adds lead assignment rules and custom stage goals, and Pro adds sales automation for routine pipeline tasks.
- Reporting and quotas
- Growth adds activity reports and sales quotas, and Pro unlocks advanced reporting. Enterprise includes read-only SQL access to the data.
- AI outcomes and assists
- AI outcomes cover call and meeting summaries, lead research and email campaign drafts, metered at 10 to 150 per user a month by plan. Lighter AI assists are unlimited.
- Forms, chat and email marketing
- Every plan includes a form builder, landing pages, web chat with an AI chatbot and 150 free marketing emails a month. Larger email volumes and SMS are paid add-ons.
Plans
Insightly
Plus$29
per user / month, billed annually
Lead and contact management, project management, advanced reports and pre-built dashboards. 100,000 records and 10 GB of file storage.
Professional$49
per user / month, billed annually
Adds lead assignment and routing, workflow automation and AI Copilot. 250,000 records and 100 GB of file storage.
Enterprise$99
per user / month, billed annually
Adds sandboxes, products, price books and quotes, and audit logging. 500,000 records and 250 GB of file storage.
Nutshell
Foundation$13
per user / month, billed annually ($19 billed monthly)
Unlimited contacts and storage, email and calendar sync, AI chatbot, form builder and landing pages. 1 pipeline and 100 active leads.
Growth$25
per user / month, billed annually ($32 billed monthly)
Adds activity reports, sales quotas, lead assignment rules, custom stage goals and hot leads, with unlimited active leads.
Pro$42
per user / month, billed annually ($49 billed monthly)
Adds 5 custom pipelines, advanced reporting, sales automation, AI lead recaps and next steps, and a meeting scheduler.
Business$59
per user / month, billed annually ($67 billed monthly)
Adds 10 custom pipelines, the advanced meeting scheduler, audit log and changelog, and additional teams and territories.
Enterprise$79
per user / month, billed annually ($89 billed monthly)
Adds unlimited pipelines and custom fields, enterprise SSO, read-only SQL data access and phone support.
Ways to pay less
Insightly
No public discounts listed.
Nutshell
- Annual discount
Lower per-user price with annual billing
The pricing toggle advertises 15% off for annual billing. Listed savings run from $6 to $10 per user a month: Foundation is $13 instead of $19, Enterprise $79 instead of $89.
