What users are saying about
24 Ratings
23 Ratings
24 Ratings
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Score 8.7 out of 100
23 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.7 out of 100

Likelihood to Recommend

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker | TrustRadius Reviewer

Nutshell

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.
Catherine Corass | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
Nutshell
7.4
Customer data management / contact management
Close
7.9
Nutshell
9.0
Workflow management
Close
8.2
Nutshell
8.3
Territory management
Close
8.0
Nutshell
6.0
Opportunity management
Close
8.4
Nutshell
9.0
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
Nutshell
7.5
Contract management
Close
10.0
Nutshell
Interaction tracking
Close
7.5
Nutshell
9.5
Channel / partner relationship management
Close
9.7
Nutshell
3.0
Quote & order management
Close
Nutshell
6.7

Customer Service & Support

Close
9.2
Nutshell
8.8
Case management
Close
8.0
Nutshell
9.7
Call center management
Close
9.7
Nutshell
8.0
Help desk management
Close
10.0
Nutshell

Marketing Automation

Close
8.9
Nutshell
8.2
Lead management
Close
7.7
Nutshell
8.5
Email marketing
Close
10.0
Nutshell
8.0

CRM Project Management

Close
7.4
Nutshell
8.9
Task management
Close
5.5
Nutshell
9.0
Billing and invoicing management
Close
10.0
Nutshell
Reporting
Close
6.7
Nutshell
8.8

CRM Reporting & Analytics

Close
9.3
Nutshell
8.1
Forecasting
Close
10.0
Nutshell
8.0
Pipeline visualization
Close
8.0
Nutshell
7.8
Customizable reports
Close
10.0
Nutshell
8.6

Customization

Close
8.0
Nutshell
8.2
Custom fields
Close
8.0
Nutshell
7.7
Custom objects
Close
10.0
Nutshell
9.0
Scripting environment
Close
8.0
Nutshell
9.0
API for custom integration
Close
6.0
Nutshell
7.0

Security

Close
7.8
Nutshell
7.5
Single sign-on capability
Close
8.0
Nutshell
9.0
Role-based user permissions
Close
7.5
Nutshell
6.0

Social CRM

Close
10.0
Nutshell
7.8
Social data
Close
10.0
Nutshell
7.6
Social engagement
Close
10.0
Nutshell
8.0

Integrations with 3rd-party Software

Close
7.0
Nutshell
8.0
Marketing automation
Close
7.0
Nutshell
8.0
Compensation management
Close
Nutshell
8.0

Platform

Close
10.0
Nutshell
7.5
Mobile access
Close
10.0
Nutshell
7.5

Pros

Close

  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
Joe Gatto | TrustRadius Reviewer

Nutshell

  • 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
Jennifer Callaghan | TrustRadius Reviewer

Cons

Close

  • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
Ryan McCarty | TrustRadius Reviewer

Nutshell

  • 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.
Laci Fitch | TrustRadius Reviewer

Likelihood to Renew

Close

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 10.0
Based on 1 answer
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.
Dan Aylward | TrustRadius Reviewer

Usability

Close

Close 7.0
Based on 1 answer
Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.
Anonymous | TrustRadius Reviewer

Nutshell

Nutshell 9.0
Based on 1 answer
Very easy to use, great for small office
Dan Aylward | TrustRadius Reviewer

Support Rating

Close

Close 7.0
Based on 1 answer
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.
Anonymous | TrustRadius Reviewer

Nutshell

Nutshell 9.5
Based on 2 answers
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.
Jennifer Callaghan | TrustRadius Reviewer

Implementation Rating

Close

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 8.0
Based on 2 answers
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Dan Aylward | TrustRadius Reviewer

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.
Jason Vance | TrustRadius Reviewer

Nutshell

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.
Gregory Palenschat | TrustRadius Reviewer

Return on Investment

Close

  • Has allowed us to have full visibility into our pipeline
  • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
Erik Zahnlecker | TrustRadius Reviewer

Nutshell

  • 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.
Phil Curtolo | TrustRadius Reviewer

Screenshots

Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Close Editions & Modules

Edition
Starter$291
Basic$691
Professional$991
Business$1491
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing in addition to the month-to-month prices listed here.

Nutshell

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Nutshell Editions & Modules

Edition
Starter$201
Pro$351
Pro+$701
  1. per user, per month
Additional Pricing Details

Rating Summary

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