# Insightly vs Nutshell

| Attribute | Insightly | Nutshell |
|---|---|---|
| **vioscaleAI score** | 65 (56% (medium)) | 69.7 (72% (medium)) |
| content.faq | `[{"answer":"A unified CRM system that centralizes customer data, automates marketing campaigns, manages sales pipelines, and integrates with third-party applications through built-in workflows. It is indexed under CRM Software.","source":"https://www.insightly.com/pricing-plans/","question":"What is Insightly?","confidence":0.6},{"answer":"Insightly is a paid product; published pricing starts at $29 per user per month. It is sold across 12 plans (CRM Plus, CRM Professional, CRM Enterprise and Marketing Plus). There is no free tier. Pricing changes often, so verify at source before relying on it.","source":"https://www.insightly.com/pricing-plans/","question":"How much does Insightly cost?","confidence":0.6},{"answer":"We have confirmed browser-based access to Insightly. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.insightly.com/pricing-plans/","question":"What platforms does Insightly support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Insightly, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.insightly.com/pricing-plans/","question":"Can Insightly be self-hosted?","confidence":0.6},{"answer":"We have confirmed 10 integrations for Insightly, including Google, Microsoft, MS 365, PandaDoc, QuickBooks, Xero, DocuSign and Shopify, plus 2 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.insightly.com/pricing-plans/","question":"What does Insightly integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2, HIPAA and GDPR for Insightly. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Insightly not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.insightly.com/security-compliance/","question":"What security certifications does Insightly have?","confidence":0.7},{"answer":"Insightly is available worldwide. Its primary market is the United States.","source":"https://www.insightly.com/pricing-plans/","question":"Where is Insightly available?","confidence":0.5}]` | `[{"answer":"Nutshell is a cloud-based CRM designed primarily for sales teams who want to move quickly from setup to results. It combines contact and pipeline management with marketing automation and AI-driven tools to help sales teams save time and close deals more efficiently.","source":"https://www.nutshell.com","question":"What is Nutshell and which teams should consider it?","confidence":0.95},{"answer":"Nutshell offers both a 14-day free trial and a persistent free tier plan. This allows teams to test the platform and start managing contacts without paying upfront.","source":"https://www.nutshell.com","question":"Does Nutshell offer a free trial or free tier?","confidence":0.95},{"answer":"Nutshell uses a subscription model with monthly and annual billing options. Plans are tiered, starting with an entry-level Foundation plan, and are priced per user seat. The platform positions itself in the low-cost range relative to competitors.","source":"https://www.nutshell.com","question":"What is Nutshell's pricing structure?","confidence":0.9},{"answer":"Nutshell is a cloud-based platform accessible through web browsers and includes a dedicated mobile app. Users can access their CRM data from any device with internet connectivity.","source":"https://www.nutshell.com","question":"What platforms and devices can access Nutshell?","confidence":0.92},{"answer":"Nutshell integrates with Google and Microsoft services, email platforms including Gmail and Outlook, and popular messaging channels like WhatsApp, Facebook Messenger, and Instagram. These integrations allow data and communication to flow across your existing tools.","source":"https://www.nutshell.com","question":"What integrations does Nutshell support?","confidence":0.95},{"answer":"Core features include contact and pipeline management, email and calendar sync, marketing automation, workflow automation, custom fields, real-time reporting dashboards, an AI chatbot, form builder with landing pages, and API access for custom integrations. The platform also provides a mobile app for remote access.","source":"https://www.nutshell.com","question":"What are the core capabilities Nutshell offers?","confidence":0.92},{"answer":"Nutshell does not include built-in lead scoring or forecasting features. Teams requiring these capabilities should evaluate them as add-ons or through external tools integrated via the API.","source":"https://www.nutshell.com","question":"Does Nutshell include lead scoring or sales forecasting?","confidence":0.98},{"answer":"Yes, Nutshell provides API access, enabling teams to build custom integrations and automate specialized workflows beyond the included connectors. This flexibility allows organizations to tailor the platform to their specific processes.","source":"https://www.nutshell.com","question":"Can I build custom integrations with Nutshell?","confidence":0.9}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | An accessible customer relationship management system that centralizes customer data and supports integration with email, calendar, project management, finance, and support tools to streamline team workflows. | A customer relationship management system that streamlines sales processes, marketing efforts, and customer interactions for business teams. Includes lead management, pipeline automation, and integration with external tools. |
| features.capabilities | `{"api_access":true,"mobile_app":true,"forecasting":true,"lead_scoring":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` | `{"api_access":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` |
| integrations.count | 2,000 | 4 |
| integrations.list | `[{"name":"Google"},{"name":"Microsoft"},{"name":"MS 365"},{"name":"PandaDoc"},{"name":"QuickBooks"},{"name":"Xero"},{"name":"DocuSign"},{"name":"Shopify"},{"name":"WordPress"},{"name":"Netsuite"},{"name":"Unbounce","native":true,"category":"marketing","direction":"inbound"},{"name":"Outlook","native":true,"category":"email","direction":"bidirectional"},{"name":"Slack","native":true,"category":"chat","direction":"outbound"}]` | `[{"name":"Zapier"},{"name":"Gmail"},{"name":"Outlook"},{"name":"Google Contacts"},{"name":"WhatsApp Business","native":true,"category":"messaging","direction":"bidirectional"},{"name":"ProspectorIQ","native":true,"category":"data_enrichment","direction":"inbound"},{"name":"Calendly","native":true,"category":"calendar","direction":"bidirectional"},{"name":"Facebook","native":true,"category":"social","direction":"inbound"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing | `{"type":"hybrid","plans":[{"free":false,"name":"CRM Plus","summary":"$29/user/month billed annually. 14-day free trial.","features":["Lead and contact management","Project management","Advanced reports","Pre-built business dashboards"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"description":"Entry-level CRM with lead and contact management","contactSales":false,"includedLimits":{"records":"100,000","file_storage":"10 GB","custom_fields":"50"}},{"free":false,"name":"CRM Professional","summary":"$49/user/month billed annually. 14-day free trial.","features":["All Plus features","Lead assignment and routing","Workflow automation","AI Copilot","Email summaries and replies"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"CRM with workflow automation and AI Copilot","contactSales":false,"includedLimits":{"records":"250,000","file_storage":"100 GB","custom_fields":"100"}},{"free":false,"name":"CRM Enterprise","summary":"$99/user/month billed annually.","features":["All Professional features","Sandboxes","Products, pricebooks, and quotes","Comprehensive audit logging","Custom validation rules","SAML/SCIM SSO"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Enterprise CRM with advanced customization and audit logging","contactSales":true,"includedLimits":{"records":"500,000","file_storage":"250 GB","custom_fields":"200"}},{"free":false,"name":"Marketing Plus","summary":"$99/account/month.","features":["Email marketing automation","Prospect scoring","A/B testing","Built-in dashboards"],"commitment":"annual","components":[{"kind":"fixed","amount":99,"period":"month","currency":"USD"}],"description":"Email marketing automation for 2,000 prospects","contactSales":true,"includedLimits":{"prospects":"2,000","monthly_email_volume":"10,000"}},{"free":false,"name":"Marketing Professional","summary":"$499/account/month.","features":["All Plus features","Custom scoring models","Advanced prospect tracking","Unlimited role-based permissions"],"commitment":"annual","components":[{"kind":"fixed","amount":499,"period":"month","currency":"USD"}],"description":"Marketing automation for 10,000 prospects with custom scoring","contactSales":true,"includedLimits":{"prospects":"10,000","monthly_email_volume":"50,000"}},{"free":false,"name":"Marketing Enterprise","summary":"$999/account/month.","features":["All Professional features","Comprehensive audit logging","Calculated fields","Custom validation rules"],"commitment":"annual","components":[{"kind":"fixed","amount":999,"period":"month","currency":"USD"}],"description":"Marketing automation for 20,000 prospects with advanced rules","contactSales":true,"includedLimits":{"prospects":"20,000"}},{"free":false,"name":"Support Plus","summary":"$29/user/month.","features":["Comprehensive ticket editor","SLA tracking","Configurable email macros","Customizable reports"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":29,"period":"month","currency":"USD"}],"description":"Support ticketing with SLA tracking","contactSales":true},{"free":false,"name":"Support Professional","summary":"$49/user/month.","features":["All Plus features","Customer satisfaction surveys","Custom ticket automations","Portal customization"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"Support ticketing with customer surveys and portal customization","contactSales":true},{"free":false,"name":"Support Enterprise","summary":"$99/user/month.","features":["All Professional features","Comprehensive audit logging","Custom validation rules","Unlimited brands and portals"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":99,"period":"month","currency":"USD"}],"description":"Enterprise support with unlimited portals and audit logging","contactSales":true},{"free":false,"name":"AppConnect Standard","summary":"$249/month + $3,000 setup for 25,000 tasks/month.","features":["Drag-and-drop workflow builder","No-code integration","2000+ app integrations"],"commitment":"annual","components":[{"kind":"fixed","amount":249,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 25,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"25,000"}},{"free":false,"name":"AppConnect Professional","summary":"$799/month + $3,000 setup for 100,000 tasks/month.","features":["All Standard features","Custom AppConnect development","AWS Lambda support"],"commitment":"annual","components":[{"kind":"fixed","amount":799,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 100,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"100,000"}},{"free":false,"name":"AppConnect Enterprise","summary":"$1,899/month + $3,000 setup for 250,000 tasks/month.","features":["All Professional features","Enterprise support","Priority development"],"commitment":"annual","components":[{"kind":"fixed","amount":1899,"period":"month","currency":"USD"},{"kind":"one_time","amount":3000,"currency":"USD"}],"description":"Workflow automation with 250,000 monthly tasks","contactSales":true,"includedLimits":{"tasks_per_month":"250,000"}}],"addOns":[{"name":"Additional AppConnect tasks","components":[{"per":{"qty":25000,"unit":"tasks"},"kind":"metered","amount":249,"currency":"USD"}]}],"summary":"From $29/user/month for CRM, $99/account/month for marketing automation, $29/user/month for support. 14-day free trial on CRM.","currency":"USD","freeTier":false,"sourceUrl":"https://www.insightly.com/pricing-plans/","retrievedAt":"2026-08-16T20:55:38.163Z","freeTrialDays":14,"startingPrice":{"amount":29,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | `{"type":"subscription","plans":[{"free":false,"name":"Starter","summary":"$13/user/month (save $6/month with annual billing)","components":[{"kind":"per_unit","unit":"seat","amount":13,"period":"month","currency":"USD"}],"description":"For individuals or small teams getting started","contactSales":false},{"free":false,"name":"Pro","summary":"$25/user/month (save $7/month with annual billing)","components":[{"kind":"per_unit","unit":"seat","amount":25,"period":"month","currency":"USD"}],"description":"For small teams that require more reporting power","contactSales":false},{"free":false,"name":"Business","summary":"$42/user/month (save $7/month with annual billing)","components":[{"kind":"per_unit","unit":"seat","amount":42,"period":"month","currency":"USD"}],"description":"For teams that need more pipelines and admin features","contactSales":false},{"free":false,"name":"Ultimate","summary":"$59/user/month (save $8/month with annual billing) — Best value","components":[{"kind":"per_unit","unit":"seat","amount":59,"period":"month","currency":"USD"}],"description":"For businesses that require more customization and additional AI features","contactSales":false},{"free":false,"name":"Enterprise","summary":"$79/user/month (save $10/month with annual billing)","components":[{"kind":"per_unit","unit":"seat","amount":79,"period":"month","currency":"USD"}],"description":"For businesses needing SSO, SQL, Scheduled phone support and more","contactSales":false}],"summary":"From $13/user/month with 14-day free trial, no seat minimums or maximums","currency":"USD","freeTier":true,"sourceUrl":"https://www.nutshell.com","retrievedAt":"2026-08-14T10:24:50.511Z","freeTrialDays":14,"startingPrice":{"amount":13,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | no | yes |
| pricing.model | commercial | freemium |
| pricing.price_level | unknown | low |
| pricing.transparent | no | yes |
| reliability.sla_pct | 99.95 | - |
| reliability.status_page | yes | yes |
| security.gdpr | yes | yes |
| security.hipaa | yes | - |
| security.pci | - | yes |
| security.soc2 | yes | yes |
| security.trust_center | - | https://www.nutshell.com/blog/trust-your-gut-the-secret-to-successful-closing |

## Capabilities (CRM Software)

| Capability | Insightly | Nutshell |
|---|:--:|:--:|
| **Core** |  |  |
| Contact & account management | ✓ | ✓ |
| Deal / pipeline management | ✓ | ✓ |
| Lead scoring | ✓ | - |
| **Communication** |  |  |
| Email sync & tracking | ✓ | ✓ |
| **Automation** |  |  |
| Marketing automation | ✓ | ✓ |
| Workflow automation | ✓ | ✓ |
| **Insight** |  |  |
| Reporting & dashboards | ✓ | ✓ |
| Sales forecasting | ✓ | - |
| **Access** |  |  |
| Native mobile app | ✓ | - |
| **Extensibility** |  |  |
| Public API | ✓ | ✓ |
| Custom fields & objects | ✓ | ✓ |

*Source: vioscaleAI. Generated 2026-10-16T17:47:20.806Z. "-" = undocumented, not absent.*