Nutshell CRM vs. Podio

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Nutshell
Score 6.4 out of 10
N/A
Nutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.
$20
per user, per month
Podio
Score 7.1 out of 10
N/A
Podio is a cloud-based platform for organizing team communication, business processes, and reporting in project management workspaces; also it may be used as a light CRM platform. It enables workflow automation and integrations. It includes a free version and paid packages with additional features.
$9
per month
Pricing
Nutshell CRMPodio
Editions & Modules
Starter
$20
per user, per month
Pro
$35
per user, per month
Pro+
$70
per user, per month
No answers on this topic
Offerings
Pricing Offerings
NutshellPodio
Free Trial
NoNo
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsA discount is available for annual pricing.
More Pricing Information
Features
Nutshell CRMPodio
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Nutshell CRM
7.4
11 Ratings
4% below category average
Podio
-
Ratings
Customer data management / contact management9.010 Ratings00 Ratings
Workflow management8.39 Ratings00 Ratings
Territory management6.06 Ratings00 Ratings
Opportunity management9.07 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.511 Ratings00 Ratings
Quote & order management6.76 Ratings00 Ratings
Interaction tracking9.59 Ratings00 Ratings
Channel / partner relationship management3.01 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Nutshell CRM
8.8
6 Ratings
16% above category average
Podio
-
Ratings
Case management9.75 Ratings00 Ratings
Call center management8.04 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Nutshell CRM
8.3
10 Ratings
10% above category average
Podio
-
Ratings
Lead management8.59 Ratings00 Ratings
Email marketing8.08 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Nutshell CRM
8.9
9 Ratings
16% above category average
Podio
-
Ratings
Task management9.08 Ratings00 Ratings
Reporting8.87 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Nutshell CRM
8.1
11 Ratings
6% above category average
Podio
-
Ratings
Forecasting8.08 Ratings00 Ratings
Pipeline visualization7.810 Ratings00 Ratings
Customizable reports8.610 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Nutshell CRM
8.2
8 Ratings
8% above category average
Podio
-
Ratings
Custom fields7.78 Ratings00 Ratings
Custom objects9.05 Ratings00 Ratings
Scripting environment9.01 Ratings00 Ratings
API for custom integration7.04 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Nutshell CRM
7.5
2 Ratings
10% below category average
Podio
-
Ratings
Single sign-on capability9.01 Ratings00 Ratings
Role-based user permissions6.01 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Nutshell CRM
7.8
7 Ratings
7% above category average
Podio
-
Ratings
Social data7.67 Ratings00 Ratings
Social engagement8.01 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Nutshell CRM
8.0
1 Ratings
11% above category average
Podio
-
Ratings
Marketing automation8.01 Ratings00 Ratings
Compensation management8.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Nutshell CRM
7.5
11 Ratings
0% above category average
Podio
-
Ratings
Mobile access7.511 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Nutshell CRM
-
Ratings
Podio
5.2
26 Ratings
36% below category average
Task Management00 Ratings3.124 Ratings
Resource Management00 Ratings8.620 Ratings
Gantt Charts00 Ratings8.48 Ratings
Scheduling00 Ratings1.121 Ratings
Workflow Automation00 Ratings1.225 Ratings
Team Collaboration00 Ratings3.126 Ratings
Support for Agile Methodology00 Ratings2.115 Ratings
Support for Waterfall Methodology00 Ratings9.411 Ratings
Document Management00 Ratings1.122 Ratings
Email integration00 Ratings8.821 Ratings
Mobile Access00 Ratings8.821 Ratings
Timesheet Tracking00 Ratings8.213 Ratings
Change request and Case Management00 Ratings8.418 Ratings
Budget and Expense Management00 Ratings1.116 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Nutshell CRM
-
Ratings
Podio
6.7
13 Ratings
10% below category average
Quotes/estimates00 Ratings1.29 Ratings
Invoicing00 Ratings8.89 Ratings
Project & financial reporting00 Ratings8.09 Ratings
Integration with accounting software00 Ratings8.86 Ratings
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Nutshell CRMPodio
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User Ratings
Nutshell CRMPodio
Likelihood to Recommend
10.0
(11 ratings)
3.1
(42 ratings)
Likelihood to Renew
10.0
(1 ratings)
9.1
(17 ratings)
Usability
9.0
(1 ratings)
6.0
(2 ratings)
Availability
-
(0 ratings)
8.0
(4 ratings)
Performance
-
(0 ratings)
8.0
(2 ratings)
Support Rating
9.5
(2 ratings)
7.2
(6 ratings)
Implementation Rating
8.0
(1 ratings)
7.0
(1 ratings)
Configurability
-
(0 ratings)
7.0
(1 ratings)
Ease of integration
-
(0 ratings)
8.0
(1 ratings)
Product Scalability
-
(0 ratings)
10.0
(2 ratings)
Vendor post-sale
-
(0 ratings)
8.0
(1 ratings)
Vendor pre-sale
-
(0 ratings)
7.0
(1 ratings)
User Testimonials
Nutshell CRMPodio
Likelihood to Recommend
Nutshell, Inc.
This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis? If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.
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ShareFile
[Citrix Podios's] customer support is very quick and they provide you an option to convert your
project into small tasks so that you can better assist your team and extract
maximum work out of them hence I will totally recommend its usage. I could not think that keeping track of tasks could be this much easier and smart. It is a fully customizable tool that manages my tasks efficiently and deal with them effectively.
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Pros
Nutshell, Inc.
  • 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
Read full review
ShareFile
  • Very easy for people without coding or technical skills to set up and maintain information in "Apps".
  • Platform is very easy to learn and adopt--it's intuitive.
  • Project management potential is awesome--instead of having to fit your projects into a structure that is industry specific, you can build an app that tracks what you want, in the order you want it.
  • Has a "relationship" field that allows you to relate an individual item or record to a record in another app. It effectively gives some of the functionality of a relational database.
  • Very useful for information sharing when staff members are in different regions or places.
Read full review
Cons
Nutshell, Inc.
  • 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.
Read full review
ShareFile
  • More filter options for calendars.
  • Customizable views for Relation fields.
  • Full featured Podio mobile App for iPad.
  • A customizable profile status – would love to work with Podio in silent mode (logged in while working, but "not available" for requests when in heavy work mode)
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Likelihood to Renew
Nutshell, Inc.
This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.
Read full review
ShareFile
Podio customer service is great. The cloud and mobile service is fast (almost instant, continuous syncing). With a solid user base, and backed by Citrix, this is a serious business solution. They're also constantly working on improving and making it more powerful. I anticipate it only getting better
Read full review
Usability
Nutshell, Inc.
Very easy to use, great for small office
Read full review
ShareFile
It is usable, for sure. Requires a bit of thinking to be really useful.
Read full review
Reliability and Availability
Nutshell, Inc.
No answers on this topic
ShareFile
I have not experienced any down time
Read full review
Performance
Nutshell, Inc.
No answers on this topic
ShareFile
It works all the time and if I have a question, support get back to me ASAP
Read full review
Support Rating
Nutshell, Inc.
Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.
Read full review
ShareFile
Podio support was always responsive and very quick to provide answers and assistance during the history of using this product, their support team has always been top notch. There have been several cases where calling podio support a feature was not available and they provided either workaround solutions or added the features straight into their roadmap.
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Implementation Rating
Nutshell, Inc.
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Read full review
ShareFile
Could of got more help sooner and mapped out structure after the 1st month. Future planning
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Alternatives Considered
Nutshell, Inc.
Well, my team had trials for these others and they all prefer Nutshell for different reasons. I prefer it as I need a user-friendly software to help me out as I am not a big tech guy. I have heard others in the office say things like they like the way activities are scheduled better, or the way nothing ever gets accidentally erased if they hard crash or power goes out.
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ShareFile
Compared to Salesforce: Podio is not as robust as a tool for CRM tracking. It also doesn't have the in-email capabilities that SF offers. Compared to Basecamp: Podio is somewhat similar to Basecamp but doesn't offer the same functionality with checking items off and archiving projects. Compared to Zoho Projects: Podio is vastly superior to Zoho Project's lack of flexibility (requiring a development team to build) and accessibility by all members (Zoho Projects requires a very limited number of "owners" of projects which makes it difficult if multiple owners need to assign one or more people to a project).
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Scalability
Nutshell, Inc.
No answers on this topic
ShareFile
As you business grows, so does Podio. There seems to be no limit to the workspace and apps you can create on the platform
Read full review
Return on Investment
Nutshell, Inc.
  • 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.
Read full review
ShareFile
  • Podio is great for task assignment and tracking. The ability to enter and assign tasks from mobile and track their completion saves me several phone calls a day.
  • Podio outdoes email as my go to place to search for information. The ability to forward emails into the system, organize by projects and contacts, and search it all saves considerable time and confusion.
  • Podio has considerable potential to reduce overall admin time spent organizing information (filing, tracking, etc) The ability to keep a single record of a given piece of information without being tied to email vs file structure works very well.
Read full review
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