EngageBay vs. Nutshell CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
EngageBay
Score 7.1 out of 10
N/A
EngageBay is presented by the vendor as a powerful, simple, affordable, and integrated all-in-one marketing, sales, and service automation platform with a free CRM, designed for small businesses and startups to grow their business to the next level. It comprises a marketing automation suite to help businesses save time, nurture audiences and automate routines, manual tasks; free CRM and sales automation designed to keep users organized by storing and categorizing all email contacts, track deals,…
$12.74
per month per user
Nutshell
Score 8.7 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
Pricing
EngageBayNutshell CRM
Editions & Modules
FREE
$0
per month per user
BASIC
$12.74
per month per user
GROWTH
$42.49
per month per user
PRO
$84.99
per month per user
Starter
$20
per user, per month
Pro
$35
per user, per month
Pro+
$70
per user, per month
Offerings
Pricing Offerings
EngageBayNutshell
Free Trial
NoNo
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
EngageBayNutshell CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
EngageBay
8.2
1 Ratings
3% above category average
Nutshell CRM
7.4
11 Ratings
7% below category average
Customer data management / contact management10.01 Ratings9.010 Ratings
Workflow management10.01 Ratings8.39 Ratings
Opportunity management8.01 Ratings9.07 Ratings
Integration with email client (e.g., Outlook or Gmail)5.01 Ratings7.511 Ratings
Contract management8.01 Ratings00 Ratings
Interaction tracking8.01 Ratings9.59 Ratings
Territory management00 Ratings6.06 Ratings
Quote & order management00 Ratings6.76 Ratings
Channel / partner relationship management00 Ratings3.01 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
EngageBay
8.5
1 Ratings
9% above category average
Nutshell CRM
8.8
6 Ratings
13% above category average
Case management7.01 Ratings9.75 Ratings
Help desk management10.01 Ratings00 Ratings
Call center management00 Ratings8.04 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
EngageBay
10.0
1 Ratings
24% above category average
Nutshell CRM
8.3
10 Ratings
6% above category average
Lead management10.01 Ratings8.59 Ratings
Email marketing10.01 Ratings8.08 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
EngageBay
9.0
1 Ratings
15% above category average
Nutshell CRM
8.9
9 Ratings
14% above category average
Task management10.01 Ratings9.08 Ratings
Billing and invoicing management8.01 Ratings00 Ratings
Reporting9.01 Ratings8.87 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
EngageBay
7.5
1 Ratings
3% below category average
Nutshell CRM
8.1
11 Ratings
5% above category average
Pipeline visualization8.01 Ratings7.810 Ratings
Customizable reports7.01 Ratings8.610 Ratings
Forecasting00 Ratings8.08 Ratings
Customization
Comparison of Customization features of Product A and Product B
EngageBay
7.5
1 Ratings
4% below category average
Nutshell CRM
8.2
8 Ratings
5% above category average
Custom fields10.01 Ratings7.78 Ratings
Scripting environment5.01 Ratings9.01 Ratings
Custom objects00 Ratings9.05 Ratings
API for custom integration00 Ratings7.04 Ratings
Security
Comparison of Security features of Product A and Product B
EngageBay
10.0
1 Ratings
17% above category average
Nutshell CRM
7.5
2 Ratings
12% below category average
Single sign-on capability10.01 Ratings9.01 Ratings
Role-based user permissions10.01 Ratings6.01 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
EngageBay
9.0
1 Ratings
19% above category average
Nutshell CRM
8.0
1 Ratings
8% above category average
Marketing automation10.01 Ratings8.01 Ratings
Compensation management8.01 Ratings8.01 Ratings
Platform
Comparison of Platform features of Product A and Product B
EngageBay
5.0
1 Ratings
41% below category average
Nutshell CRM
7.5
11 Ratings
1% below category average
Mobile access5.01 Ratings7.511 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
EngageBay
-
Ratings
Nutshell CRM
7.8
7 Ratings
4% above category average
Social data00 Ratings7.67 Ratings
Social engagement00 Ratings8.01 Ratings
Best Alternatives
EngageBayNutshell CRM
Small Businesses
vCita
vCita
Score 9.5 out of 10
vCita
vCita
Score 9.5 out of 10
Medium-sized Companies
SAP Business ByDesign
SAP Business ByDesign
Score 7.8 out of 10
SAP Business ByDesign
SAP Business ByDesign
Score 7.8 out of 10
Enterprises
SAP Business ByDesign
SAP Business ByDesign
Score 7.8 out of 10
SAP Business ByDesign
SAP Business ByDesign
Score 7.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
EngageBayNutshell CRM
Likelihood to Recommend
10.0
(1 ratings)
10.0
(11 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(1 ratings)
Usability
10.0
(1 ratings)
9.0
(1 ratings)
Support Rating
10.0
(1 ratings)
9.5
(2 ratings)
Implementation Rating
-
(0 ratings)
8.0
(2 ratings)
User Testimonials
EngageBayNutshell CRM
Likelihood to Recommend
EngageBay Inc.
I would absolutely recommend EngageBay to any customer looking to switch from Marketo or Salesforce that wanted a cheaper solution while still highly effective. Those platforms require hands-on integration consultants and full-time employees that know how to handle those CRMs. This CRM is easy to use for any beginner marketer.
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.
Read full review
Pros
EngageBay Inc.
  • Lead / customer tracking
  • Automated emails
  • Automations
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
EngageBay Inc.
  • Landing pages
  • Livechat feature
  • Lead/customer integration
Read full review
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
Likelihood to Renew
EngageBay 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
EngageBay Inc.
EngageBay's incredibly easy to use. I was able to pick up the CRM and start using right away with little issues. Anyone with basic CRM knowledge should be able to get started on EngageBay easy. Their customer service team also makes onboarding very easy and will work with you on any issue.
Read full review
Nutshell, Inc.
Very easy to use, great for small office
Read full review
Support Rating
EngageBay Inc.
Their support team is incredibly response, with a livechat option anytime during business hours. I was able to work with them on a variet of issues and they were extremely hands-on. The same reps are always there and friendly and ready to work with. There isn't a CRM that has better customer service.
Read full review
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
EngageBay 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
Read full review
Alternatives Considered
EngageBay Inc.
Salesforce and Marketo are the strongest CRM products out there in the space. The drawback they have is that they are immensely expensive and complex to set-up / use. Salesforce is extremely complex, especially when using in conjunction with Pardot. EngageBay is simple, easy to use, and easy to build from. And their customer service is far more responsive than those platforms.
Read full review
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.
Read full review
Return on Investment
EngageBay Inc.
  • Improved lead management and helped build lead data by 4-5x in size
  • Helped improve investor base with 100-150% growth in investors by year 1
  • Generated dozens of calendar invites to call potential investors in first year
Read full review
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
ScreenShots