Airtable vs Nutshell

• Airtable has the best customization features out there. They allow you to customize you spreadsheets or tables in a variety of formats. They allow you to customize a variety of field types, field sizes and various colors.
• Airtable has a great collaboration feature that makes it easy to share and grant access to tables and a variety of information.
• Airtable has great compatibilities that allows you to directly upload spreadsheets from excel into a customizable table.
• Airtable is easy to teach and understand quickly, and does not take time for someone who is not technically advanced to understand

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• Customization - we are able to make Nutshell make the most sense for our company and processes
• Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
• Tags - allow us to prioritize leads and segment our customers and potential customers
• Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
• Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place

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• Pricing model: we don't like how we have to pay per user.
• Calendar view: we wish the calendar view was better, or if there were different types of calendar views. Right now there is just one.
• Complicated: some parts of the app are a little complicated.

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• SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
• Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.

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• The ROI is simple: Airtable has created a more efficient workplace. We have fewer meetings, certainly. But any meetings we do have are much more efficient and impactful. Everyone walks in having used Airtable to prepare for the meeting (uploading needed docs, etc.), and the meeting is held using Airtable as the agenda. Airtable is updated and continues to be used after the meeting, so everyone stays on the same page.
• Airtable also makes planning events much more streamlined. Contracts, rental agreements, rosters, etc. are uploaded. Dates are set with reminders. People know what they are responsible for planning the event and for what role they will play during the event.

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• Nutshell's mobility has provided significant ROI for me since we've started using the CRM. I've been able to provide immediate feedback to clients, schedule meetings from the field with confidence, and much more.
• Nutshell's tagging features have helped us craft custom mailing/email lists. We struggled to do this in the past.

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