Nutshell Review 2025: Pricing, Features, Pros & Cons, Ratings & More
Co-Founder and Chief Data Scientist
Nutshell: Top CRM Software
4.2 / 5
Featured CRM Software Alternatives for Nutshell
$9 to $150/user/month
Yes, up to 2 users
E-signature software, call transcription, conversation routing
Editor's Take
HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
No
Sales automation, customer service, marketing
Editor's Take
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$25 per user per month
14 days
marketing automation, sales automation, no code customization
Editor's Take
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Nutshell Review
What is Nutshell?
Nutshell, a comprehensive CRM platform, streamlines sales and customer relationship management with its key features. It provides quick access to vital information through efficient contact management and offers a flexible sales tracking platform for prioritizing leads. The platform excels in sales automation, which reduces manual tasks and allows teams to focus on building relationships.
The CRM's intuitive features include web forms for lead collection, email marketing for targeted campaigns, and team collaboration tools for seamless communication. With simplified contact management and practical pipeline tracking, Nutshell centralizes customer data, making it a valuable asset for informed marketing strategies. It also offers reporting and analytics tools that generate customizable insights, enabling sales managers to assess performance and identify areas for improvement.
Nutshell caters to small, growing, and large teams through its scalable features. As such, our review team has created this guide based on public and credible data like Nutshell reviews. It will discuss core features, recent updates, pricing, and alternatives to inform potential users.
What’s new in Nutshell?
Nutshell reviews reveal that the platform's developers have introduced significant changes and updates that further increase its value. In August 2023, Nutshell introduced impactful updates to enhance user capabilities. The Power AI integration, available with Pro subscriptions, leverages artificial intelligence for streamlined processes. This feature includes AI timeline summarization, enabling concise timeline summaries on demand, and Zoom transcription summarization, simplifying note-taking and post-Zoom meeting follow-ups.
The Nutshell Scheduler, also launched in August 2023, is a comprehensive calendar management tool seamlessly connecting appointments within Nutshell, similar to online scheduling software. Unlike standalone tools, Scheduler is fully integrated, automatically tracking scheduled activities in the CRM and facilitating the collection of contact information and custom fields through forms.
Continuing the trend of user-centric enhancements based on Nutshell reviews, September 2023 brought further updates to the platform. The customized ‘Add New' dialog feature empowers administrators to take control of the data collection process, ensuring precise and consistent information gathering. Additionally, the introduction of role-based access control in the same month enhances data security by allowing users to create tailored roles with unique permissions.
Featured CRM Software Products
$9 to $150/user/month
Yes, up to 2 users
E-signature software, call transcription, conversation routing
Editor's Take
HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
No
Sales automation, customer service, marketing
Editor's Take
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$25 per user per month
14 days
marketing automation, sales automation, no code customization
Editor's Take
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$8/per user/per month
Yes
customizable dashboards, automated follow-ups, advanced analytics
Editor's Take
monday.com Sales CRM is a customizable platform designed to streamline sales processes, enhance team collaboration, and improve pipeline visibility. Its intuitive interface enables users to manage leads, track deals, and automate repetitive tasks with ease. The CRM integrates seamlessly with popular tools like Gmail, Slack, and HubSpot, ensuring a centralized workflow. Features like customizable dashboards, automated follow-ups, and advanced analytics help sales teams stay organized and focused on closing deals. With scalability in mind, monday.com caters to businesses of all sizes, offering flexible pricing plans and robust customer support. It’s an excellent choice for teams seeking efficiency and adaptability.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$7 per user per month billed annually
15 days
lead generation, sales pipeline management, workflow automation
Editor's Take
Zoho CRM is a flexible and comprehensive customer relationship management platform designed to help businesses manage and grow their customer relationships effectively. With tools for lead generation, sales pipeline management, workflow automation, and analytics, Zoho CRM is suitable for businesses of all sizes across a variety of industries.
Zoho CRM enables teams to streamline sales processes by capturing leads from multiple channels, tracking interactions, and managing every stage of the sales cycle. The platform offers customizable dashboards and reports, providing insights into sales performance and customer behaviors to help make data-driven decisions. With powerful automation features, Zoho CRM allows businesses to set up workflows for routine tasks like follow-ups, lead scoring, and email notifications, reducing manual work and enhancing productivity. The platform integrates with popular tools, including the Zoho suite, Microsoft 365, and G Suite, enabling a seamless connection across teams.
For businesses aiming to improve customer engagement, close deals faster, and enhance team collaboration, Zoho CRM delivers a scalable, user-friendly solution to drive sales and customer satisfaction.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
By quote
Yes
Lead Management, Contact Management, Workflow Automation
Editor's Take
Salesforce CRM is a leading customer relationship management platform known for its robust functionality, scalability, and extensive customization options, making it suitable for businesses of all sizes, from startups to large enterprises. Built to streamline sales, marketing, customer service, and analytics, Salesforce CRM empowers teams to manage customer interactions, optimize workflows, and drive growth from a single, cloud-based platform.
Salesforce CRM provides a complete view of customer data, enabling teams to track interactions, manage leads, and automate tasks throughout the sales pipeline. With powerful tools for reporting and analytics, Salesforce offers insights into sales performance, customer trends, and campaign effectiveness, allowing teams to make data-driven decisions. The platform’s automation capabilities reduce manual workloads with customizable workflows, automated follow-ups, and lead scoring, ensuring a smooth customer journey. Integrations with thousands of third-party applications, along with its own suite of services, make Salesforce a highly adaptable solution for businesses looking to connect their CRM with other tools.
For organizations focused on enhancing customer engagement, improving team efficiency, and scaling their operations, Salesforce CRM delivers a powerful and versatile solution tailored to support long-term business growth.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
How much does Nutshell cost?
Nutshell: Top CRM Software
4.2 / 5
Nutshell CRM provides tiered pricing across its Sales, Marketing, and Engagement suites. The Sales plans range from a basic Foundation level with a lead limit to an Enterprise option with extensive features and support. Access to Marketing and Engagement requires a Sales subscription, offering free basic tiers and more advanced paid Pro tiers with features like A/B testing and SMS. A free trial is available for all offerings.
Nutshell Sales
Foundation – $13 per user/month (yearly) or $19 per user/month (monthly)
- Unlimited storage, contacts & accounts
- Contact management and communication timelines
- Email and calendar sync
- Customizable single sales pipeline
- Free live support
- 100 active leads limit
- Free access to Nutshell Marketing and Engagement Foundation tier
Growth – $25 per user/month (yearly) or $32 per user/month (monthly)
- Everything in Foundation, plus:
- Activity and Email reports
- Sales and Activity quotas
- Pipeline stage goals
- Up to 25 custom fields
- No open leads limit
Pro – $42 per user/month (yearly) or $49 per user/month (monthly)
- Everything in Growth, plus:
- 5 customizable pipelines
- Sales automation
- Personal email sequences
- Full reporting suite, including Activity, Funnel, and Forecast reports
- Meeting scheduling software (lite version)
Business – $59 per user/month (yearly) or $67 per user/month (monthly)
- Everything in Pro, plus:
- Increased pipelines, territories, markets, teams and more
- Unlimited Notetaker usage (AI powered speech-to-text transcription)
- Meeting scheduling software (full version)
- Audit log and changelog
- Send email templates directly from Gmail
Enterprise – $79 per user/month (yearly) or $89 per user/month (monthly)
- Everything in Business, plus:
- Unlimited pipelines
- Unlimited custom fields, teams, currencies and territories
- Read-only SQL access
- Multiple currencies
- Free scheduled phone support
- API support
Nutshell Marketing
A Nutshell Sales subscription is required in order to have access to Nutshell Marketing
Foundation – $ 0 per company/month (monthly)
- Included with your Nutshell Sales Suite plan
- Website buyer journey
- Basic lead attribution
- Email marketing: Broadcasts, Newsletters & Drip campaigns (150 monthly trial sends included)
- No code email builder
- No code landing page builder (Nutshell branded)
Pro – $ 49 per company/month (monthly)
- Everything in Foundation, plus:
- A/B testing for email Broadcasts & Newsletters
- No code landing page builder
- Advanced lead attribution
- Higher limits on webforms
- SMS marketing (150 monthly credits included)
- Advanced forms and email marketing reporting
Nutshell Engagement
A Nutshell Sales subscription is required in order to have access to Nutshell Engagement
Foundation – $0 per user/month (monthly)
- Included with your Nutshell Sales Suite plan
- Unlimited access to Nutshell Chat during the beta period
- Allow website visitors to start chats with your team directly from your website
- Gather information about visitors through forms
- Assign Chat threads to the right agent
- Manage Chat threads and save every conversation for later
Pro – $ 16 per user/month (monthly)
- Everything in Foundation, plus:
- Hold personal, two-way conversations via Nutshell SMS
- Includes a local phone number for your business, so your whole team shares one phone number
- Send 150 free outbound messages per user
- Leverage SMS automation to send texts at the right points in your pipeline and more
What sets Nutshell apart?
One of the challenges of any CRM is implementing the tools to promote usability and accessibility, especially for users who may not be as well-versed in such systems. Nutshell reviews that the platform shines in this department with a user-friendly UI that flattens the learning curve and encourages users to leverage its tools. Our research team has conducted a deep dive into the platform to determine its advantages and disadvantages. Here are the Nutshell pros and cons based on our findings:
Nutshell Pros
- User Interface. Nutshell CRM features a platform that is intuitive and easy to navigate. Users can also implement various customizations on the pipeline and form fields to help them source relevant information from clients.
- Organization. Nutshell enables users to organize their leads, people, and companies through a tagging system that introduces hierarchies to the pipeline. Contact pages can also be organized to show the most important information first.
- Efficiency. Automation is one of the key advantages mentioned in reviews of Nutshell. Users can automate email sequences, pipeline movements, and notifications, which ensures reduced waiting times.
- Data Entry. Nutshell allows users to integrate the system with tools like Gmail to support easier data entry on bookings and contacts. It also offers filtering, segmenting, and analyzing tools.
- Customer Support. The best customer service software ensures stellar user experiences. Nutshell offers customer support on par with such systems. The vendor is easy to contact for inquiries, technical difficulties, and clarifications.
Nutshell Cons
- Collaboration Challenges. Nutshell CRM reviews reveal that the platform may struggle with concurrent access as edits and additions may be delayed, impacting team productivity.
- System Bugs. While Nutshell strives to provide better features to users, the system still suffers from bugs, which can randomly delete or duplicate entries, show inconsistencies in email blasts, and create inaccuracies in email sequences.
- AI Capabilities. The full power of Nutshell’s AI is only available for higher-tier users. As such, lower-tier users may not have access to Zoom transcription summarizations and AI timeline summarizations.
- Learning Curve. Despite the simplicity and intuitiveness of the UI, users can still encounter a steep learning curve, particularly in pipeline creation. As such, users may need to know the purpose and function of each tool before creating a pipeline.
- Free Plan. Nutshell does not offer a free plan, though it does start at an affordable $19 per user per month. However, this does mean that smaller businesses may struggle to implement Nutshell CRM for their teams due to the cost.
Nutshell Core Features
Nutshell: Top CRM Software
4.2 / 5
Like the best CRM systems in the market, Nutshell provides core features designed to help users improve client relationships, follow up with leads, and maintain connections. Nutshell reviews highlight the capabilities that assist in these objectives. Our review team has identified each to create the following list of Nutshell’s core features:
- Sales and Lead Automation. Users can create pipelines and customize pipeline triggers to suit specific needs to streamline processes. The platform also supports email outreach automation, automatic contact data entry, and intelligent lead captures.
- Contact Management. Nutshell serves as the central repository for customer knowledge, allowing users to prioritize important information with pinned notes. It also allows users to store contact details, call notes, and email conversations in one location.
- Pipeline Management. Users can choose from four pipeline management views, including list, board, and map view, to track leads according to specific criteria like lifecycle stage or contact location. Nutshell also offers filters and identifies high-priority leads.
- Team Collaboration. Nutshell facilitates team alignment and collaboration, extending beyond the sales team to monitor customer interactions comprehensively. Users can stay notified of tasks requiring attention, and keep conversations centralized with mobile alerts.
- Actionable Analytics. Nutshell enables users to tailor reports according to unique requirements. It also measures performance based on identified KPIs for better decision-making. Users can also Identify and address areas for improvement and download presentation-ready charts for sharing.
- Integrations. Nutshell integrations ensure efficiency and productivity in workflow. It supports integrations with popular accounting, marketing, lead generation systems, and collaboration, communication, and contract management platforms. Users can thus connect Nutshell with their existing systems.
Benefits of Using Nutshell
Considering the features of Nutshell, users can experience several benefits, particularly in terms of productivity and contact management, among others. Nutshell reviews mention a wide range of benefits, and our research team has picked the most significant and consistent with our experience. Here are some of the benefits of Nutshell:
Ease-of-Use and Accessibility
Nutshell CRM reviews reveal that the platform’s UI makes it easy for amateur and veteran users to leverage its core features, particularly pipeline and contact management. As a result of this accessibility, users can experience a faster return on investment, especially as they leverage the tools to leverage customer relationships and drive profit. Additionally, its straightforward platform encourages users to discover its tools and use them to improve their strategies.
Automation Tools
Nutshell provides automation tools that enable users to focus more on the sales and customer relationship management processes instead of spending more time on administrative tasks like data entry and record upkeep. Like the best marketing automation tools for businesses, Nutshell automates contact information sources and email campaigns, which helps enrich and maintain customer relationships. Additionally, the platform detects duplicates and inaccuracies, even those that might have been caused by system bugs.
Centralization
Nutshell provides one platform where users can manage leads, people, and companies without switching systems. They can thus source relevant client data, create email sequences, and collaborate on tasks. Additionally, the platform generates actionable analytics based on all the data collected and centralized into the platform, which enables users to improve lead capturing, pipeline management, and client communications based on the results of the analyses. Nutshell also offers meeting scheduling and integrations, which further encourage process centralization.
What business types use Nutshell?
Nutshell reviews reveal that the platform caters to a broad spectrum of industries. From industrial and manufacturing sectors to engineering, SMBs, and IT companies, the platform adapts to unique business needs. Its versatility is showcased in diverse industries and demonstrated in aiding small and medium-sized businesses. It offers scalable CRM solutions, streamlining operations and optimizing processes to help these businesses thrive.
From automating sales processes to providing insightful reporting, Nutshell ensures that even smaller enterprises benefit from robust CRM capabilities. Nutshell can also aid large enterprises with more complex needs like AI and transcription services. Those looking for a solution to manage experiences and interactions by location instead of by client may need to explore property management software instead.
Integration Ecosystem and Payroll Solutions
To derive maximum value from a CRM system like Nutshell, businesses often seek to integrate it with other essential software solutions. Nutshell offers compatibility with various tools, including email marketing platforms, productivity tools, and payment solutions, enabling seamless workflows and centralized data management.
However, for businesses in need of consolidated payroll and CRM functionalities, exploring standalone or integrated payroll software options can be highly advantageous. Such tools not only simplify employee compensation tasks but also align financial processes with client and sales operations. This level of integration helps businesses optimize time and resource management, ensuring smoother operational performance. For top-rated payroll solutions, visit https://research.com/software/best-payroll-software for expert-curated recommendations.
What industries may need customized integrations with Nutshell?
Nutshell offers robust CRM capabilities suitable for many sectors; however, specialized industries sometimes require additional tools to meet unique operational demands. For instance, organizations in the construction industry often need detailed project cost management and bid estimation beyond standard CRM functionalities. Integrating specialized solutions, such as contractor estimating software, can streamline workflow efficiency and improve project financial accuracy without compromising the centralized benefits of Nutshell.
Key Insights
- Comprehensive CRM Platform: Nutshell provides a robust CRM platform that streamlines sales and customer relationship management, offering features such as sales automation, contact management, pipeline tracking, and team collaboration tools.
- Recent Updates: Recent enhancements include Power AI integration for timeline summarization and Zoom transcription summarization, and Nutshell Scheduler for integrated calendar management. These updates enhance user capabilities and streamline processes.
- Pricing Tiers: Nutshell offers various pricing plans (Foundation, Pro, Power AI, Enterprise) with tiered features. Add-ons like Campaigns, VisitorIQ, and Revenue Booster provide additional functionalities for specific needs.
- User-Friendly Interface: The platform is noted for its intuitive and easy-to-navigate UI, making it accessible for users with varying levels of expertise. Customizations on pipelines and form fields help users gather relevant information effectively.
- Automation and Efficiency: Automation features in Nutshell reduce manual tasks, enhance data entry efficiency, and streamline email campaigns and pipeline movements, contributing to improved productivity.
- Centralized Data Management: Nutshell centralizes customer data, allowing users to manage leads, contacts, and companies efficiently. The platform also offers actionable analytics to inform better decision-making and strategy adjustments.
- Integration Capabilities: The platform supports integration with popular accounting, marketing, lead generation, collaboration, communication, and contract management systems, ensuring efficient workflows and productivity.
- Customer Support and Learning Curve: While the platform provides excellent customer support, some users may face a learning curve, particularly in pipeline creation and understanding the full functionality of each tool.
- Alternatives to Nutshell: Alternatives include Salesforce Sales Cloud, Freshsales, HubSpot Sales Hub, Pipedrive, and Zoho CRM, each offering unique features that may better suit specific business needs or budgets.
Best 5 alternatives to Nutshell
Zoho CRM
5 / 5
Zoho CRM offers extensive customization options that enable businesses to adapt fields, page layouts, workflows, and automation rules to their specific needs, thereby enhancing lead management and streamlining the sales process from initial contact to deal closure. Its comprehensive suite supports sales, marketing, and customer support through features like detailed reporting, analytics, and an intuitive interface that facilitates easy navigation. The platform integrates AI-powered tools such as the Zia assistant, which provides predictive sales insights and helps personalize customer interactions using real-time behavioral data. Moreover, Zoho CRM’s competitive pricing—including a free tier for smaller teams—and its mobile and third-party app integrations make it a versatile choice for organizations aiming to improve collaboration and decision-making across diverse work environments.
NetSuite CRM
5 / 5
NetSuite CRM delivers a comprehensive platform that consolidates customer information across multiple channels, granting teams instant access to up-to-date data on preferences, transactions, and interactions in one centralized hub. By automating routine sales, marketing, and service activities, it boosts operational efficiency and frees staff to concentrate on cultivating stronger customer relationships. Its cloud-based design facilitates seamless connectivity from any device, enabling collaboration among dispersed teams while providing real-time sales tracking and pipeline visibility to accelerate deal closures. Additionally, advanced forecasting and analytics tools harness historical and predictive data, empowering businesses to enhance decision-making and optimize resource management for sustained growth.
monday sales CRM
4.45 / 5
Monday Sales CRM stands out for its exceptional adaptability, allowing users to customize dashboards, columns, and sales workflows to perfectly suit their distinct business requirements. This level of flexibility is ideal for companies with unique processes or niche operations, enabling them to modify the platform effortlessly without needing advanced technical skills. Additionally, the CRM offers automation features that streamline repetitive tasks like follow-up reminders and status updates, thereby minimizing manual workload and lowering the chance of mistakes. Coupled with integrated communication tools and AI-powered capabilities for email composition and data analysis, monday ensures teams remain coordinated and equipped to make data-driven decisions.
HubSpot CRM
5 / 5
HubSpot CRM is a cloud-based customer relationship management platform designed to help businesses manage and analyze customer interactions throughout the sales and marketing lifecycle. It provides tools for contact and lead management, email tracking, pipeline management, marketing automation, and performance analytics. The system is known for its user-friendly interface and seamless integration with other HubSpot tools, making it particularly popular among small to medium-sized businesses. HubSpot CRM is available in a free version with basic features, while more advanced capabilities—such as sales forecasting, custom reporting, and AI-powered insights—are accessible through paid tiers. The platform emphasizes ease of use, scalability, and centralized data, enabling teams to align their sales, marketing, and customer service efforts more effectively.
Pipedrive
4.3 / 5
Pipedrive stands out as a versatile CRM solution designed to simplify and optimize sales workflows by automating routine tasks like lead distribution, follow-up scheduling, and deal tracking. Its high level of customization allows businesses to shape sales pipelines and data fields to suit their specific needs, accommodating a wide range of industries and company sizes. By consolidating customer information and communications through integrations with common email and calendar tools, Pipedrive enhances team collaboration and reduces the hassle of juggling multiple platforms. Furthermore, the platform’s clear visual pipeline offers sales teams an intuitive way to oversee deal progress and quickly spot any obstacles in the sales process.
Frequently Asked Questions (FAQs)
Nutshell is a robust CRM platform suitable for sales automation, communication, and customer relationship management. Its customization options allow users to tailor the system to their specific business needs, ensuring usability and a good return on investment across various industries.
Customer Relationship Management (CRM) is a technology used by businesses to manage interactions and relationships with current and potential customers. It involves organizing, analyzing, and leveraging customer data to enhance customer satisfaction and loyalty. CRM systems centralize customer information to improve communications, interactions, sales, and overall organizational performance.
Nutshell CRM is based in Ann Arbor, Michigan.
Yes, Nutshell CRM is a cloud-based solution, allowing users to access their data anytime and anywhere, ensuring flexibility and convenience for managing customer relationships and sales processes.
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