Cloze vs. Nutshell CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Cloze
Score 9.9 out of 10
N/A
Cloze is a contact automation and meeting log tool that pulls from apps to automatically create one view of every person and company - all their contact details, their complete history - every email back and forth, phone calls, meetings, notes on Evernote, documents exchanged and interactions on LinkedIn, Facebook, and Twitter. Cloze even grabs email signatures so contact data is always up-to-date.
$17
per month billed annually
Nutshell
Score 8.9 out of 10
N/A
Nutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.
$19
per month per user
Pricing
ClozeNutshell CRM
Editions & Modules
Pro
$17
per month billed annually
Silver
$21
per month billed annually
Gold
$29
per month billed annually
Platinum
$42
per month billed annually
Foundation
$19
per month per user
Growth
$32
per month per user
Pro
$49
per month per user
Business
$67
per month per user
Enterprise
$89
per month per user
Offerings
Pricing Offerings
ClozeNutshell
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details15% discount for annual pricing.
More Pricing Information
Community Pulse
ClozeNutshell CRM
Features
ClozeNutshell CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Cloze
-
Ratings
Nutshell CRM
8.8
13 Ratings
12% above category average
Customer data management / contact management00 Ratings8.212 Ratings
Workflow management00 Ratings10.011 Ratings
Territory management00 Ratings10.07 Ratings
Opportunity management00 Ratings10.09 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings6.013 Ratings
Contract management00 Ratings10.01 Ratings
Quote & order management00 Ratings9.18 Ratings
Interaction tracking00 Ratings6.011 Ratings
Channel / partner relationship management00 Ratings10.02 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Cloze
-
Ratings
Nutshell CRM
10.0
7 Ratings
26% above category average
Case management00 Ratings10.06 Ratings
Call center management00 Ratings10.05 Ratings
Help desk management00 Ratings10.01 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Cloze
-
Ratings
Nutshell CRM
7.8
12 Ratings
0% above category average
Lead management00 Ratings9.611 Ratings
Email marketing00 Ratings6.010 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Cloze
-
Ratings
Nutshell CRM
9.9
11 Ratings
25% above category average
Task management00 Ratings9.610 Ratings
Billing and invoicing management00 Ratings10.01 Ratings
Reporting00 Ratings10.08 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Cloze
-
Ratings
Nutshell CRM
10.0
12 Ratings
27% above category average
Forecasting00 Ratings10.09 Ratings
Pipeline visualization00 Ratings10.011 Ratings
Customizable reports00 Ratings10.011 Ratings
Customization
Comparison of Customization features of Product A and Product B
Cloze
-
Ratings
Nutshell CRM
9.8
10 Ratings
24% above category average
Custom fields00 Ratings9.110 Ratings
Custom objects00 Ratings10.06 Ratings
Scripting environment00 Ratings10.02 Ratings
API for custom integration00 Ratings10.05 Ratings
Security
Comparison of Security features of Product A and Product B
Cloze
-
Ratings
Nutshell CRM
10.0
3 Ratings
17% above category average
Single sign-on capability00 Ratings10.02 Ratings
Role-based user permissions00 Ratings10.02 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Cloze
-
Ratings
Nutshell CRM
9.3
9 Ratings
22% above category average
Social data00 Ratings8.79 Ratings
Social engagement00 Ratings10.02 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Cloze
-
Ratings
Nutshell CRM
10.0
2 Ratings
29% above category average
Marketing automation00 Ratings10.02 Ratings
Compensation management00 Ratings10.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Cloze
-
Ratings
Nutshell CRM
8.2
13 Ratings
8% above category average
Mobile access00 Ratings8.213 Ratings
Best Alternatives
ClozeNutshell CRM
Small Businesses
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Shared Contacts for Gmail
Shared Contacts for Gmail
Score 8.3 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Shared Contacts for Gmail
Shared Contacts for Gmail
Score 8.3 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ClozeNutshell CRM
Likelihood to Recommend
10.0
(5 ratings)
9.0
(12 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(1 ratings)
Usability
-
(0 ratings)
7.0
(2 ratings)
Support Rating
8.0
(1 ratings)
9.5
(2 ratings)
Implementation Rating
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
ClozeNutshell CRM
Likelihood to Recommend
Cloze, Inc.
It's ok for personal use but for business use, it is begging to become a terrible system. We used it for 5 years and after that, we have decided to move to a different system, upon export of the information we started looking at and our database of contacts was so messed up with contacts merged together that don't belong together. So as our database was so corrupted we had to start over with new contact lists and rebuild everything again. I would not recommend this software unless you have your own IT department that can fix things themselves.
Read full review
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
Cloze, Inc.
  • Contact management
  • Contact enrichment
  • Email management
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
Read full review
Cons
Cloze, Inc.
  • Not good as a comprehensive project management tool.
Read full review
Nutshell Inc.
  • integration with email doesn't work as advertised
  • would like integration with quickbooks
  • If there is a misspelling in any one email address, you can not send a mass email. You must go back and correct each error before it can send.
Read full review
Likelihood to Renew
Cloze, Inc.
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.
Read full review
Usability
Cloze, Inc.
No answers on this topic
Nutshell Inc.
Extremely easy to use and they help you throughout the process. I find it not challenging, an effective utility to help us prioritize and engage efficiently at a reasonable price point. We enjoy working with the team there and they're easy to access. I've already recommended it to two colleagues
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Support Rating
Cloze, Inc.
The ONLY issue that I have is there is ZERO phone customer service or training. Everything is done online or via email, which sucks in my opinion, but they always do get back to you.
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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.
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Implementation Rating
Cloze, Inc.
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
Cloze, Inc.
Takes the functionality much further
Read full review
Nutshell Inc.
When I first started with BCI, they were using ACT!. It was hard to navigate and there were a lot of spots for duplicate information that made it hard to know if you were in the right spot or not. Then if you had trouble, you would spend 3 hours on the phone with customer service and often they would not even be able to find a solution. I would not recommend ACT! to anyone. Since getting nutshell, I have learned a bit about Cosential and I know that it is more catered to the construction industry and can help with proposal creation, so I think that may be something we consider in the not-too-near future.
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Return on Investment
Cloze, Inc.
  • Negative - We have a contact database of 100000 contacts that we have to go in and rebuild on our new TMS system because, in our experience, Cloze destroyed 5 years worth of data with their smart features and AI.
Read full review
Nutshell Inc.
  • Nutshell CRM has had a major impact on ROI. The last program we used cost more and had fewer features and accessibility.
  • One negative impact is its email functions. As stated before in this review I need to be able to send large attachments and pics through email and Nutshell is very limited when it comes to that.
Read full review
ScreenShots

Nutshell Screenshots

Screenshot of Nutshell's dashboard, mobile app, and sales metrics.Screenshot of the interface to build custom pipelines.Screenshot of where to measure contact engagement with Nutshell Marketing emails, forms, website traffic, and landing pages.Screenshot of the interface to engage with website visitors and leads throughout the buying journey via multiple channels using Nutshell Engagement. Channels include SMS, AI webchat, WhatsApp, Facebook Messenger, and Instagram DMs.Screenshot of Quotes & Invoices, where users can create, send, and monitor custom quotes and invoices without leaving Nutshell.