What users are saying about
38 Ratings
27 Ratings
38 Ratings
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Score 8.3 out of 100
27 Ratings
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Score 8.7 out of 100

Feature Set Ratings

  • Close ranks higher in 6 feature sets: Sales Force Automation, Marketing Automation, Customization, Security, Social CRM, Platform
  • Nutshell CRM ranks higher in 4 feature sets: Customer Service & Support, CRM Project Management, CRM Reporting & Analytics, Integrations with 3rd-party Software

Sales Force Automation

8.9

Close

89%
7.4

Nutshell

74%
Close ranks higher in 5/9 features

Customer data management / contact management

8.3
83%
8 Ratings
9.0
90%
10 Ratings

Workflow management

7.9
79%
8 Ratings
8.3
83%
9 Ratings

Territory management

8.0
80%
1 Rating
6.0
60%
6 Ratings

Opportunity management

9.4
94%
6 Ratings
9.0
90%
7 Ratings

Integration with email client (e.g., Outlook or Gmail)

9.4
94%
8 Ratings
7.5
75%
11 Ratings

Contract management

10.0
100%
1 Rating
N/A
0 Ratings

Interaction tracking

8.2
82%
8 Ratings
9.5
95%
9 Ratings

Channel / partner relationship management

9.7
97%
3 Ratings
3.0
30%
1 Rating

Quote & order management

N/A
0 Ratings
6.7
67%
6 Ratings

Customer Service & Support

8.7

Close

87%
8.8

Nutshell

88%
Close ranks higher in 2/3 features

Case management

8.0
80%
3 Ratings
9.7
97%
5 Ratings

Call center management

8.0
80%
5 Ratings
8.0
80%
4 Ratings

Help desk management

10.0
100%
2 Ratings
N/A
0 Ratings

Marketing Automation

9.1

Close

91%
8.3

Nutshell

83%
Close ranks higher in 2/2 features

Lead management

8.8
88%
6 Ratings
8.5
85%
9 Ratings

Email marketing

9.5
95%
5 Ratings
8.0
80%
8 Ratings

CRM Project Management

8.1

Close

81%
8.9

Nutshell

89%
Nutshell CRM ranks higher in 2/3 features

Task management

8.1
81%
5 Ratings
9.0
90%
8 Ratings

Billing and invoicing management

10.0
100%
1 Rating
N/A
0 Ratings

Reporting

6.3
63%
5 Ratings
8.8
88%
7 Ratings

CRM Reporting & Analytics

8.0

Close

80%
8.1

Nutshell

81%
Close ranks higher in 2/3 features

Forecasting

10.0
100%
1 Rating
8.0
80%
8 Ratings

Pipeline visualization

8.4
84%
6 Ratings
7.8
78%
10 Ratings

Customizable reports

5.5
55%
4 Ratings
8.6
86%
10 Ratings

Customization

8.5

Close

85%
8.2

Nutshell

82%
Close ranks higher in 2/4 features

Custom fields

9.3
93%
7 Ratings
7.7
77%
8 Ratings

Custom objects

10.0
100%
2 Ratings
9.0
90%
5 Ratings

Scripting environment

8.0
80%
3 Ratings
9.0
90%
1 Rating

API for custom integration

6.8
68%
7 Ratings
7.0
70%
4 Ratings

Security

8.2

Close

82%
7.5

Nutshell

75%
Close ranks higher in 1/2 features

Single sign-on capability

8.0
80%
3 Ratings
9.0
90%
1 Rating

Role-based user permissions

8.4
84%
6 Ratings
6.0
60%
1 Rating

Social CRM

10.0

Close

100%
7.8

Nutshell

78%
Close ranks higher in 2/2 features

Social data

10.0
100%
1 Rating
7.6
76%
7 Ratings

Social engagement

10.0
100%
1 Rating
8.0
80%
1 Rating

Integrations with 3rd-party Software

7.0

Close

70%
8.0

Nutshell

80%
Nutshell CRM ranks higher in 2/2 features

Marketing automation

7.0
70%
4 Ratings
8.0
80%
1 Rating

Compensation management

N/A
0 Ratings
8.0
80%
1 Rating

Platform

10.0

Close

100%
7.5

Nutshell

75%
Close ranks higher in 1/1 features

Mobile access

10.0
100%
1 Rating
7.5
75%
11 Ratings

Attribute Ratings

  • Nutshell CRM is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

Likelihood to Recommend

9.4

Close

94%
8 Ratings
9.9

Nutshell

99%
11 Ratings

Likelihood to Renew

Close

N/A
0 Ratings
10.0

Nutshell

100%
1 Rating

Usability

8.8

Close

88%
3 Ratings
9.0

Nutshell

90%
1 Rating

Support Rating

9.2

Close

92%
3 Ratings
9.5

Nutshell

95%
2 Ratings

Implementation Rating

Close

N/A
0 Ratings
8.0

Nutshell

80%
2 Ratings

Likelihood to Recommend

Close

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
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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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Pros

Close

  • Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
  • Email sync. Syncs in real time with your email account, which is huge.
  • Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.
Read full review

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
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Cons

Close

  • Make it so one can set the time at which the emails go out.
  • Make it easier to set up my workflow.
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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.
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Pricing Details

Close

Starting Price

$29 per user, monthly

Editions & Modules

Close editions and modules pricing
EditionModules
Starter291
Basic692
Professional993
Business1494

Footnotes

  1. per user, monthly
  2. per user, monthly
  3. per user, monthly
  4. per user, monthly

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional

Additional Details

15% discount on annual pricing in addition to the month-to-month prices listed here.

Nutshell

Starting Price

$20 per user, per month

Editions & Modules

Nutshell editions and modules pricing
EditionModules
Starter201
Pro352
Pro+703

Footnotes

  1. per user, per month
  2. per user, per month
  3. per user, per month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Likelihood to Renew

Close

No answers on this topic

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.
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Usability

Close

It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
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Nutshell, Inc.

Very easy to use, great for small office
Read full review

Support Rating

Close

I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
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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

Implementation Rating

Close

No answers on this topic

Nutshell, Inc.

Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
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Alternatives Considered

Close

Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
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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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Return on Investment

Close

  • Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.
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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.
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Screenshots

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