Insightly vs. Nimble: Which is Better For SMBs?

Small and medium-sized businesses (SMBs) are frequently looking for the best (and cheapest) software available. Customer relationship management (CRM) software helps businesses understand and track their customers’ relationships with the company, so it is a fairly important aspect of doing business. CRM software can help SMBs boost profits and stay in-touch with their markets.

Both Insightly and Nimble are CRMs that target the SMB market. In this article, we will help you discover which software solution is better for your business. Keep in mind, plans, features and pricing are always subject to change at any time and may be different from what you see here.

With a CRM, you can:

  • Compile Information: CRMs are designed to help you compile together customer information across different channels of your business.
  • Provide User Access: Multiple users at your business can see, edit and use the same customer information database for sales, customer service and other business functions.
  • Automate Tasks: Important sales, marketing and customer communication functions can be automated to reduce administrative time and save company resources.

As a SMB, you may be wondering whether Insightly or Nimble is better for you. We will compare the two programs on the following areas:

  1. Purpose
  2. Design
  3. Features
  4. Cost
  5. Integrations

1. Purpose: Insightly vs. Nimble

When shopping for a CRM, it makes sense to look at the software’s purpose. Is it designed to serve your business? Both Insightly and Nimble were created for SMBs, but there are some important differences between them.

Insightly

This CRM is designed for businesses with between one and 200 employees, and the company’s software is best for businesses in the service industry. Many of their clients are in the consulting, entertainment, education, and business services sectors, so the software offers features and design that caters to these users, primarily. You can, though, use Insightly for many other purposes and types of businesses, so you can be in another industry and still benefit from this platform’s features. Insightly also helps you find new leads so you can keep building your business.

Nimble is, like all CRMs, for managing customer relationships. It does, however, place a special emphasis on helping users find new customer relationships, identify valuable customers and reach out on social media. Nimble can help you find new leads so you can continue building your business within the CRM itself, instead of simply managing the roster of clients you already have.

2. Design: How do Insightly and Nimble compare?

Both Insightly and Nimble are clean, fairly easy-to-use and beginner-friendly. If you are new to using CRMs, you may prefer something with a clear, simple interface and comprehendable features. Insightly and Nimble do not disappoint, although their design is somewhat different.

Insightly has a clean, straightforward console with a list of options on the lefthand side and attractive icons. It is relatively uncluttered and easy to identify important tasks at-a-glance. If you are new to using a CRM, you probably will not get lost looking for the features you need.

Nimble is also fairly straightforward to use. The interface changes somewhat depending on the task. While you are completing one task, fewer menu options and icons on the screen for other tasks are onscreen to distract you. The design is clean, attractive and interesting.
AS CRM software platforms, both programs offer basic customer information management, data sharing across platforms and between users, social media use and other important CRM functions. There are some differences, however, so it is important to compare and contrast these two programs before making your choice.

Key Similarities:

  • Lead sourcing: Both allow you to source leads and read out to new prospects.
  • Quotes and invoicing: Create custom invoices and quotes within your CRM.
  • Analytics: Track analytics and create sales reports quickly and easily.
  • Mobile use: Access your CRM with a mobile app.
  • No membership sites: Both software programs lack a membership site creation function, so keep that in mind if this feature is important to you. In that case, you should probably consider a different CRM.

Important Differences:

  • SMS marketing: Insightly lacks a SMS marketing function, but Nimble does offer it.
  • Bulk social media posting: Insightly allows bulk social media posting and Nimble does not.

Both Insightly and Nimble offer other features and integrate with over 700 programs, so chances are fairly high that either program integrates with something you commonly use.
Cost can be an important factor when shopping for a CRM. Both Insightly and Nimble have relatively inexpensive plans available, making these two programs within reach for many businesses, even startups. CRM platforms are such an important aspect of sales and marketing that they are usually worth the investment. Fortunately, most users will not need to invest much cash to get a high quality CRM.

Nimble has multiple plans and charges differently depending on the number of contacts you have in the CRM and the features you are looking for. Nimble’s standard rate is $25 per month (when billed monthly).

Insightly, however, charges the same rate regardless of the number of users. Additional registered users cost more. A very basic trial plan with limited functionality is free, but the basic plan is $12 a month (when billed annually).

5. Integrations

When you are looking for a CRM for your SMB, it is important to choose a platform that is compatible with other software programs, software as a service (SaaS) systems and platforms you plan to use. This may be particularly true if you are using a lot of marketing and sales programs. Your sales team and marketing team need software that is compatible and integrates with the software you need.

Nimble and Insightly both have over 700 integrations. Both integrate with a wide range of relatively popular programs such as Outlook, Gmail, Salesforce, Microsoft Dynamics, SugarCRM and Zapier.

Neither program integrates with Oracle or SAP. Nimble integrates with Netsuite, but Insightly does not. If you plan to use these programs, keep in mind that Insightly and Nimble are not compatible with them.

The Winner: Insightly or Nimble?

It depends on your needs. If your business only needs very basic functions and you are looking for the cheapest solution, Insightly offers a free plan and a basic plan that is less than half the cost of the entry-level Nimble plan. The more expensive Insightly plans add more flexibility. Nimble offers a strong suite of tools, too, and includes features such as bulk social media posting.

How to Choose the Right CRM

Follow these tips, and you may save time and money trying to find the right CRM:

  1. Start with your needs. Do an audit of your current CRM to identify what you are missing and need in a new product, or consider what you are missing by working without a CRM.
  2. Create a list of questions you have about CRM products.
  3. Compare vendors. Make a list of CRM platforms that interest you.
  4. Create a list of pros and cons for each product, or make a chart comparing the features and costs.
  5. Choose a couple finalists and contact each company if you still have unanswered questions. Customer service can usually help you figure out if their product is right for your needs.
  6. Begin a trial. From there, experiment a bit with the interface and see if you like it. Make sure it has everything you want before you make the purchase.

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