Nutshell CRM

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Nutshell	Score 7.1 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

Nutshell CRM

Editions & Modules

Starter: $20
per user, per month
Pro: $35
per user, per month
Pro+: $70
per user, per month

Offerings

Pricing Offerings
Nutshell
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes

Entry-level Setup Fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Nutshell CRM
Considered Both Products	Nutshell Andrew Bank CEO - Strategy, Product Management, and Business Development Chose Nutshell CRM Nutshell is just as good as these others (for small-medium companies), is much easier to use, and offers more easy-to-use flexibility, and customization that would require an FT admin on these other tools. Incentivized Helpful? Gregory Palenschat Prodcut Consultant Chose Nutshell CRM 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 … Incentivized Helpful? Jennifer Callaghan Marketing Coordinator Chose Nutshell CRM We came from using Big Contacts, which was a simpler CRM program that we just simply outgrew. We entertained a few other CRM programs before deciding on Nutshell back in 2017. We did a demo with SalesForce and it was more advanced than what we needed. I honestly can't quite … Incentivized Helpful? LF Laci Fitch Marketing Coordinator Chose Nutshell CRM 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 … Incentivized Helpful? DA Dan Aylward Senior Consultant Chose Nutshell CRM My understanding is HubSpot CRM is cheap and strength is in marketing/blogs, etc. Nutshell CRM is easy to use and powerful tracking reports. Incentivized Helpful? Chris Leisure Vice President of Operations Chose Nutshell CRM We used Salesforce trial, but that was way too costly. We started using Nutshell CRM out of necessity, just to get organized and it seemed easy to use. We now use InfoFlo, simply because it is computer-based, unlimited installs, and a one-time cost. Incentivized Helpful? Phil Curtolo Director of Sales Chose Nutshell CRM We transitioned from GoldMine to Nutshell about 4 years ago, and in fairness to GoldMine, we were using an older version of their software. It was installed locally and didn't have any remote accessibility, so doing anything from the road was a challenge, to say the least. We … Incentivized Helpful? Verified User Employee Chose Nutshell CRM I have only used Nutshell CRM. Incentivized Helpful? Michael Burnham President Chose Nutshell CRM We have used Dynamics CRM for many years. While the tool was indeed powerful, we found ourselves longing for something that has a lower "friction" to just getting things done. Incentivized Helpful? Catherine Corass Lead GEN 2 /Business Development Specialist Chose Nutshell CRM I did not select Nutshell CRM. My employer has that information, but as far as I feel, Nutshell has better uses than Zoho CRM and can be used just as effectively in B2B relations. We only use Nutshell for candidate data, so business contacts are not mixed. Helpful?
Top Pros	Pro Mobile app Pro Team members Pro Color coded
Top Cons	Minus Drop down Minus Custom fields Minus Integration with google

Features

Nutshell CRM

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
Customer data management / contact management	9.010 Ratings
Workflow management	8.39 Ratings
Territory management	6.06 Ratings
Opportunity management	9.07 Ratings
Integration with email client (e.g., Outlook or Gmail)	7.511 Ratings
Quote & order management	6.76 Ratings
Interaction tracking	9.59 Ratings
Channel / partner relationship management	3.01 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
Case management	9.75 Ratings
Call center management	8.04 Ratings

Marketing Automation

Comparison of Marketing Automation features of Product A and Product B
	Nutshell CRM 8.3 10 Ratings 9% above category average
Lead management	8.59 Ratings
Email marketing	8.08 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
Task management	9.08 Ratings
Reporting	8.87 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
Forecasting	8.08 Ratings
Pipeline visualization	7.810 Ratings
Customizable reports	8.610 Ratings

Customization

Comparison of Customization features of Product A and Product B
	Nutshell CRM 8.2 8 Ratings 8% above category average
Custom fields	7.78 Ratings
Custom objects	9.05 Ratings
Scripting environment	9.01 Ratings
API for custom integration	7.04 Ratings

Security

Comparison of Security features of Product A and Product B
	Nutshell CRM 7.5 2 Ratings 10% below category average
Single sign-on capability	9.01 Ratings
Role-based user permissions	6.01 Ratings

Social CRM

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
Marketing automation	8.01 Ratings
Compensation management	8.01 Ratings

Platform

Comparison of Platform features of Product A and Product B
	Nutshell CRM 7.5 11 Ratings 0% below category average
Mobile access	7.511 Ratings

Best Alternatives
	Nutshell CRM
Small Businesses	Salesmate Score 9.8 out of 10
Medium-sized Companies	Creatio Score 9.1 out of 10
Enterprises	Creatio Score 9.1 out of 10
All Alternatives	View all alternatives

User Ratings
	Nutshell CRM
Likelihood to Recommend	9.1 (11 ratings)
Likelihood to Renew	10.0 (1 ratings)
Usability	9.0 (1 ratings)
Support Rating	9.5 (2 ratings)
Implementation Rating	8.0 (1 ratings)

User Testimonials
	Nutshell CRM
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. Catherine Corass Lead GEN 2 /Business Development Specialist Read full review
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 Incentivized Jennifer Callaghan Marketing Coordinator 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. Incentivized LF Laci Fitch Marketing Coordinator Read full review
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. Incentivized DA Dan Aylward Senior Consultant Read full review
Usability	Nutshell, Inc. Very easy to use, great for small office Incentivized DA Dan Aylward Senior Consultant 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. Incentivized Jennifer Callaghan Marketing Coordinator Read full review
Implementation Rating	Nutshell, Inc. Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved Incentivized DA Dan Aylward Senior Consultant Read full review
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. Incentivized Gregory Palenschat Prodcut Consultant 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. Incentivized Phil Curtolo Director of Sales Read full review
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