Nutshell CRM vs. Ontraport

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Nutshell
Score 7.2 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
Ontraport
Score 8.9 out of 10
N/A
ONTRAPORT offers customer relations management services that help with content management (creating and hosting webpages), lead tracking, traditional marketing approaches (e-mail, SMS, social media, direct mail), managing online payments, and workflow automation.
$29
per month
Pricing
Nutshell CRMOntraport
Editions & Modules
Starter
$20
per user, per month
Pro
$35
per user, per month
Pro+
$70
per user, per month
No answers on this topic
Offerings
Pricing Offerings
NutshellOntraport
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsOntraport offers a variety of plans to choose from based on the features needed. Pricing adjusts with the number of contacts in the database and users in the account. Monthly or annual plans are available, and all plans start with a 14-day free trial. Ontraport offers a Done-With-You Setup and Training Package for getting set up in the account quickly. Users can also access a free video library with step-by-step instructions on getting started and using every feature of the platform.
More Pricing Information
Community Pulse
Nutshell CRMOntraport
Top Pros
Top Cons
Features
Nutshell CRMOntraport
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
Ontraport
-
Ratings
Customer data management / contact management9.010 Ratings00 Ratings
Workflow management8.39 Ratings00 Ratings
Territory management6.06 Ratings00 Ratings
Opportunity management9.07 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.511 Ratings00 Ratings
Quote & order management6.76 Ratings00 Ratings
Interaction tracking9.59 Ratings00 Ratings
Channel / partner relationship management3.01 Ratings00 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
Ontraport
-
Ratings
Case management9.75 Ratings00 Ratings
Call center management8.04 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Nutshell CRM
8.3
10 Ratings
9% above category average
Ontraport
-
Ratings
Lead management8.59 Ratings00 Ratings
Email marketing8.08 Ratings00 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
Ontraport
-
Ratings
Task management9.08 Ratings00 Ratings
Reporting8.87 Ratings00 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
Ontraport
-
Ratings
Forecasting8.08 Ratings00 Ratings
Pipeline visualization7.810 Ratings00 Ratings
Customizable reports8.610 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Nutshell CRM
8.2
8 Ratings
8% above category average
Ontraport
-
Ratings
Custom fields7.78 Ratings00 Ratings
Custom objects9.05 Ratings00 Ratings
Scripting environment9.01 Ratings00 Ratings
API for custom integration7.04 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Nutshell CRM
7.5
2 Ratings
10% below category average
Ontraport
-
Ratings
Single sign-on capability9.01 Ratings00 Ratings
Role-based user permissions6.01 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Nutshell CRM
7.8
7 Ratings
7% above category average
Ontraport
-
Ratings
Social data7.67 Ratings00 Ratings
Social engagement8.01 Ratings00 Ratings
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
Ontraport
-
Ratings
Marketing automation8.01 Ratings00 Ratings
Compensation management8.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Nutshell CRM
7.5
11 Ratings
0% below category average
Ontraport
-
Ratings
Mobile access7.511 Ratings00 Ratings
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
Nutshell CRM
-
Ratings
Ontraport
9.0
17 Ratings
15% above category average
WYSIWYG email editor00 Ratings8.216 Ratings
Dynamic content00 Ratings10.014 Ratings
Ability to test dynamic content00 Ratings8.37 Ratings
Landing pages00 Ratings10.016 Ratings
A/B testing00 Ratings9.912 Ratings
Mobile optimization00 Ratings8.410 Ratings
Email deliverability reporting00 Ratings6.016 Ratings
List management00 Ratings10.016 Ratings
Triggered drip sequences00 Ratings9.813 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
Nutshell CRM
-
Ratings
Ontraport
5.5
17 Ratings
34% below category average
Lead nurturing automation00 Ratings7.115 Ratings
Lead scoring and grading00 Ratings2.413 Ratings
Data quality management00 Ratings2.614 Ratings
Automated sales alerts and tasks00 Ratings10.016 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
Nutshell CRM
-
Ratings
Ontraport
7.7
8 Ratings
1% above category average
Calendaring00 Ratings6.25 Ratings
Event/webinar marketing00 Ratings9.38 Ratings
Social Media Marketing
Comparison of Social Media Marketing features of Product A and Product B
Nutshell CRM
-
Ratings
Ontraport
7.1
4 Ratings
6% below category average
Social sharing and campaigns00 Ratings7.13 Ratings
Social profile integration00 Ratings7.24 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Nutshell CRM
-
Ratings
Ontraport
9.3
16 Ratings
21% above category average
Dashboards00 Ratings10.015 Ratings
Standard reports00 Ratings8.012 Ratings
Custom reports00 Ratings10.010 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Nutshell CRM
-
Ratings
Ontraport
7.3
15 Ratings
4% below category average
API00 Ratings3.011 Ratings
Role-based workflow & approvals00 Ratings9.09 Ratings
Customizability00 Ratings10.013 Ratings
Integration with Salesforce.com00 Ratings7.31 Ratings
Integration with Microsoft Dynamics CRM00 Ratings7.31 Ratings
Integration with SugarCRM00 Ratings7.31 Ratings
Best Alternatives
Nutshell CRMOntraport
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Vbout
Vbout
Score 9.5 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.3 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
PFL Direct Mail Platform
PFL Direct Mail Platform
Score 9.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Nutshell CRMOntraport
Likelihood to Recommend
9.2
(11 ratings)
10.0
(20 ratings)
Likelihood to Renew
10.0
(1 ratings)
9.1
(8 ratings)
Usability
9.0
(1 ratings)
7.8
(3 ratings)
Performance
-
(0 ratings)
7.7
(4 ratings)
Support Rating
9.5
(2 ratings)
9.0
(3 ratings)
In-Person Training
-
(0 ratings)
9.1
(1 ratings)
Implementation Rating
8.0
(1 ratings)
9.1
(2 ratings)
Product Scalability
-
(0 ratings)
8.2
(1 ratings)
User Testimonials
Nutshell CRMOntraport
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.
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Ontraport
Here are some cases where Ontraport is well suited : - When writing emails, you can easily access to preview, manage the changes and go back to what you did before - When using automations, if there's an error, you can go back to a previous version of it. There are also some super tools that allows to see where a clients is on an automation without having to go through the all automation. It is less appropriate when you are several colleague that are addressing an issue on an email/automation as it doesn't allows you to be multiple person on the item.
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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
Read full review
Ontraport
  • Dashboards for our daily stats.
  • The email follows up and broadcasts are simple and easy.
  • Sales and marketing can now see the impact they have working together. Nobody can point finger anymore.
  • They have the best customer support. I can't tell you how many times they have walked me through the problems that I created.
  • Amazing email inboxing.
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.
Read full review
Ontraport
  • Wish they had more options for their forms. Would really like to use multi-step forms.
  • A lot of times their forms load slowly on the website. Would like to see them speed up their services.
  • Their broadcasting options are legacy. There are better options out there for sending broadcast messages.
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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.
Read full review
Ontraport
My client was already using Ontraport and had a decent investment in the tool. As soon as we turn around the revenue situation with my client's products, we will be ditching OAP immediately, despite the significant re-implementation cost we are going to face moving to a new system. I am part of a high-end, professional marketing group, and the overwhelming sentiment with these other professionals is that one should run away from this as fast as humanly possible. I thought their words were just ungrounded opinion, and I deeply regret that I did not heed them more closely before sinking still more time and effort into OAP.
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Usability
Nutshell, Inc.
Very easy to use, great for small office
Read full review
Ontraport
The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes. When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.
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Performance
Nutshell, Inc.
No answers on this topic
Ontraport
Most of the time OP runs fine. But I've had to submit more support tickets this year do to messages, seq.'s or rules not running correctly. Also experienced slow response times moving in and around OP.
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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.
Read full review
Ontraport
The techs are reasonably savvy, highly courteous and want to do right by their customers. Unfortunately, the product they are supporting is so deeply flawed that there's only so much they can do when your legitimate business requirements are simply not supported.
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In-Person Training
Nutshell, Inc.
No answers on this topic
Ontraport
I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
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Implementation Rating
Nutshell, Inc.
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
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Ontraport
If you know your business, ONTRAPORT is easy
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.
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Ontraport
Task management was the main thing that separated ONTRAPORT for me. Keeping things accountable. As well, I felt the campaign builder was slicker, and that the contact management was more robust. Custom fields are very customizable.
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Scalability
Nutshell, Inc.
No answers on this topic
Ontraport
With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.
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.
Read full review
Ontraport
  • We are providing better customer service as a direct result of Ontraport. We can track where all of our customers are, what pages/sites/modules they are visiting with ease and tailor our communication accordingly.
  • Our marketing funnel has become vastly improved, meaning that our ROI for marketing has gone up. Sales this April are double what they were last year.
  • Our team works better together because we all have a better idea of what the other needs and when. The tasks that we can assign in Ontraport mean nothing gets missed, creating a better customer and employee experience.
Read full review
ScreenShots

Ontraport Screenshots

Screenshot of Manage, track, sort and add to a contact listScreenshot of Design professional emails, forms and landing pages with block formatsScreenshot of Utilize the Support Center's in-depth advice on maximizing Ontraport's features