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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Nutshell

    Score9.1 out of 10
    N/ANutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.

    $19

    per month per user

    Podio

    Score8.8 out of 10
    N/APodio is a cloud-based platform for organizing team communication, business processes, and reporting in project management workspaces; also it may be used as a light CRM platform. It enables workflow automation and integrations. It includes a free version and paid packages with additional features.

    $14

    per month per user

    Pricing
    NutshellPodio
    Editions & Modules
    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
    Plus
    $14
    per month per user
    Premium
    $24
    per month per user
    Offerings
    Pricing Offerings
    NutshellPodio
    Free Trial
    YesNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details15% discount for annual pricing.A discount is available for annual pricing.
    More Pricing Information
    Community Pulse
    NutshellPodio
    Considered Both Products
    Nutshell Inc.
    No answer on this topic
    Progress ShareFile
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    89%
    Would buy again
    8 Answers
    Delivers good value for the price
    No answers on this topic
    86%
    Delivers good value for the price
    6 Answers
    Happy with the feature set
    No answers on this topic
    89%
    Happy with the feature set
    8 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    86%
    Lived up to sales and marketing promises
    6 Answers
    Implementation went as expected
    No answers on this topic
    75%
    Implementation went as expected
    6 Answers
    Features
    NutshellPodio
    Sales Force Automation
    Comparison of Sales Force Automation features of Nutshell CRM and Podio
    Feature
    Nutshell CRM
    9.2
    15 Ratings
    16% above category average
    Podio
    -
    Ratings
    Customer data management / contact management9.014 Ratings00 Ratings
    Workflow management10.013 Ratings00 Ratings
    Territory management10.08 Ratings00 Ratings
    Opportunity management10.010 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)7.914 Ratings00 Ratings
    Contract management10.01 Ratings00 Ratings
    Quote & order management9.59 Ratings00 Ratings
    Interaction tracking7.912 Ratings00 Ratings
    Channel / partner relationship management8.43 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Nutshell CRM and Podio
    Feature
    Nutshell CRM
    10.0
    7 Ratings
    26% above category average
    Podio
    -
    Ratings
    Case management10.06 Ratings00 Ratings
    Call center management10.05 Ratings00 Ratings
    Help desk management10.01 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Nutshell CRM and Podio
    Feature
    Nutshell CRM
    8.8
    14 Ratings
    13% above category average
    Podio
    -
    Ratings
    Lead management9.713 Ratings00 Ratings
    Email marketing7.912 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Nutshell CRM and Podio
    Feature
    Nutshell CRM
    9.3
    13 Ratings
    19% above category average
    Podio
    -
    Ratings
    Task management9.712 Ratings00 Ratings
    Billing and invoicing management8.42 Ratings00 Ratings
    Reporting10.09 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Nutshell CRM and Podio
    Feature
    Nutshell CRM
    10.0
    13 Ratings
    27% above category average
    Podio
    -
    Ratings
    Forecasting10.010 Ratings00 Ratings
    Pipeline visualization10.012 Ratings00 Ratings
    Customizable reports10.012 Ratings00 Ratings
    Customization
    Comparison of Customization features of Nutshell CRM and Podio
    Feature
    Nutshell CRM
    9.9
    11 Ratings
    26% above category average
    Podio
    -
    Ratings
    Custom fields9.511 Ratings00 Ratings
    Custom objects10.06 Ratings00 Ratings
    Scripting environment10.02 Ratings00 Ratings
    API for custom integration9.96 Ratings00 Ratings
    Security
    Comparison of Security features of Nutshell CRM and Podio
    Feature
    Nutshell CRM
    9.6
    4 Ratings
    13% above category average
    Podio
    -
    Ratings
    Single sign-on capability9.63 Ratings00 Ratings
    Role-based user permissions9.63 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Nutshell CRM and Podio
    Feature
    Nutshell CRM
    9.6
    9 Ratings
    24% above category average
    Podio
    -
    Ratings
    Social data9.39 Ratings00 Ratings
    Social engagement10.02 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Nutshell CRM and Podio
    Feature
    Nutshell CRM
    10.0
    2 Ratings
    28% above category average
    Podio
    -
    Ratings
    Marketing automation10.02 Ratings00 Ratings
    Compensation management10.02 Ratings00 Ratings
    Platform
    Comparison of Platform features of Nutshell CRM and Podio
    Feature
    Nutshell CRM
    9.1
    13 Ratings
    18% above category average
    Podio
    -
    Ratings
    Mobile access9.113 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of Nutshell CRM and Podio
    Feature
    Nutshell CRM
    -
    Ratings
    Podio
    7.7
    28 Ratings
    0% above category average
    Task Management00 Ratings8.026 Ratings
    Resource Management00 Ratings9.522 Ratings
    Gantt Charts00 Ratings2.09 Ratings
    Scheduling00 Ratings6.523 Ratings
    Workflow Automation00 Ratings10.026 Ratings
    Team Collaboration00 Ratings7.528 Ratings
    Support for Agile Methodology00 Ratings9.016 Ratings
    Support for Waterfall Methodology00 Ratings9.012 Ratings
    Document Management00 Ratings8.524 Ratings
    Email integration00 Ratings6.022 Ratings
    Mobile Access00 Ratings6.523 Ratings
    Timesheet Tracking00 Ratings7.014 Ratings
    Change request and Case Management00 Ratings9.019 Ratings
    Budget and Expense Management00 Ratings9.017 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Nutshell CRM and Podio
    Feature
    Nutshell CRM
    -
    Ratings
    Podio
    6.3
    14 Ratings
    20% below category average
    Quotes/estimates00 Ratings6.010 Ratings
    Invoicing00 Ratings6.010 Ratings
    Project & financial reporting00 Ratings8.010 Ratings
    Integration with accounting software00 Ratings5.07 Ratings
    Best Alternatives
    NutshellPodio
    Small Businesses
    Salesflare
    Score10 out of 10
    Any.do
    Score8 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    NutshellPodio
    Likelihood to Recommend
    9.7
    (15 ratings)
    2.7
    (42 ratings)
    Likelihood to Renew
    10.0
    (1 ratings)
    9.1
    (17 ratings)
    Usability
    8.7
    (5 ratings)
    8.0
    (3 ratings)
    Availability
    -
    (0 ratings)
    8.0
    (4 ratings)
    Performance
    -
    (0 ratings)
    8.0
    (2 ratings)
    Support Rating
    9.5
    (2 ratings)
    7.2
    (6 ratings)
    Implementation Rating
    8.0
    (1 ratings)
    7.0
    (1 ratings)
    Configurability
    -
    (0 ratings)
    7.0
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    8.0
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    10.0
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    8.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    7.0
    (1 ratings)
    User Testimonials
    NutshellPodio
    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.
    Read full review
    Progress ShareFile
    [Citrix Podios's] customer support is very quick and they provide you an option to convert your
    project into small tasks so that you can better assist your team and extract
    maximum work out of them hence I will totally recommend its usage. I could not think that keeping track of tasks could be this much easier and smart. It is a fully customizable tool that manages my tasks efficiently and deal with them effectively.
    Incentivized
    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
    Read full review
    Progress ShareFile
    • Very easy for people without coding or technical skills to set up and maintain information in "Apps".
    • Platform is very easy to learn and adopt--it's intuitive.
    • Project management potential is awesome--instead of having to fit your projects into a structure that is industry specific, you can build an app that tracks what you want, in the order you want it.
    • Has a "relationship" field that allows you to relate an individual item or record to a record in another app. It effectively gives some of the functionality of a relational database.
    • Very useful for information sharing when staff members are in different regions or places.
    Incentivized
    Read full review
    Cons
    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.
    Incentivized
    Read full review
    Progress ShareFile
    • More filter options for calendars.
    • Customizable views for Relation fields.
    • Full featured Podio mobile App for iPad.
    • A customizable profile status – would love to work with Podio in silent mode (logged in while working, but "not available" for requests when in heavy work mode)
    Incentivized
    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
    Read full review
    Progress ShareFile
    Podio customer service is great. The cloud and mobile service is fast (almost instant, continuous syncing). With a solid user base, and backed by Citrix, this is a serious business solution. They're also constantly working on improving and making it more powerful. I anticipate it only getting better
    Read full review
    Usability
    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
    Incentivized
    Read full review
    Progress ShareFile
    It takes a while to understand how to wield the power of 'relationship' fields and unlocking the flow of data across Podio apps and workspaces. Once the lightbulb comes on, the options and builds are effortless and limitless. Because of the unrestrained customization, you truly start with a blank slate and must endure a potentially frustrating learning curve to crack to (no)code. But once you get it, all the power is readily at your fingertips.
    Incentivized
    Read full review
    Reliability and Availability
    Nutshell Inc.
    No answers on this topic
    Progress ShareFile
    I have not experienced any down time
    Read full review
    Performance
    Nutshell Inc.
    No answers on this topic
    Progress ShareFile
    It works all the time and if I have a question, support get back to me ASAP
    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
    Read full review
    Progress ShareFile
    Podio support was always responsive and very quick to provide answers and assistance during the history of using this product, their support team has always been top notch. There have been several cases where calling podio support a feature was not available and they provided either workaround solutions or added the features straight into their roadmap.
    Incentivized
    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
    Read full review
    Progress ShareFile
    Could of got more help sooner and mapped out structure after the 1st month. Future planning
    Read full review
    Alternatives Considered
    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.
    Incentivized
    Read full review
    Progress ShareFile
    I have not yet found a permanent solution that meets all of our needs. We continue to use different tools across our different departments, and none of our tools really communicate with one another to our satisfaction. We remain optimistic, however, that a company will emerge that embraces an abstract, highly customizable interface and also provides exceptional customer service with an open-minded development team that does not simply say no to everything by default.
    Read full review
    Scalability
    Nutshell Inc.
    No answers on this topic
    Progress ShareFile
    As you business grows, so does Podio. There seems to be no limit to the workspace and apps you can create on the platform
    Read full review
    Return on Investment
    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.
    Incentivized
    Read full review
    Progress ShareFile
    • Podio is great for task assignment and tracking. The ability to enter and assign tasks from mobile and track their completion saves me several phone calls a day.
    • Podio outdoes email as my go to place to search for information. The ability to forward emails into the system, organize by projects and contacts, and search it all saves considerable time and confusion.
    • Podio has considerable potential to reduce overall admin time spent organizing information (filing, tracking, etc) The ability to keep a single record of a given piece of information without being tied to email vs file structure works very well.
    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.