What users are saying about
21 Ratings
53 Ratings
21 Ratings
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Score 8.4 out of 100
53 Ratings
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Score 8.4 out of 100

Likelihood to Recommend

Nutshell

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 | TrustRadius Reviewer

Sage CRM

Only having one primary contact can cause issues for companies who are more specialized and custom. We deal with many people throughout the company so this can cause issues on trying to figure out who to contact. Creating advanced custom screens are also rather complicated and many times would require outside work to complete.For retail it is much more simplistic and easy to use. Storing all customer information along with communication info is simple.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Nutshell
7.3
Sage CRM
9.5
Customer data management / contact management
Nutshell
9.0
Sage CRM
10.0
Workflow management
Nutshell
8.1
Sage CRM
10.0
Territory management
Nutshell
6.0
Sage CRM
10.0
Opportunity management
Nutshell
8.7
Sage CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Nutshell
7.5
Sage CRM
10.0
Quote & order management
Nutshell
6.8
Sage CRM
10.0
Interaction tracking
Nutshell
9.3
Sage CRM
10.0
Channel / partner relationship management
Nutshell
3.0
Sage CRM
10.0
Contract management
Nutshell
Sage CRM
5.6

Customer Service & Support

Nutshell
8.8
Sage CRM
10.0
Case management
Nutshell
9.7
Sage CRM
10.0
Call center management
Nutshell
8.0
Sage CRM
10.0
Help desk management
Nutshell
Sage CRM
10.0

Marketing Automation

Nutshell
8.1
Sage CRM
10.0
Lead management
Nutshell
8.4
Sage CRM
10.0
Email marketing
Nutshell
7.8
Sage CRM
10.0

CRM Project Management

Nutshell
9.0
Sage CRM
10.0
Task management
Nutshell
9.1
Sage CRM
10.0
Reporting
Nutshell
8.8
Sage CRM
10.0
Billing and invoicing management
Nutshell
Sage CRM
10.0

CRM Reporting & Analytics

Nutshell
8.2
Sage CRM
10.0
Forecasting
Nutshell
8.0
Sage CRM
10.0
Pipeline visualization
Nutshell
7.9
Sage CRM
10.0
Customizable reports
Nutshell
8.7
Sage CRM
10.0

Customization

Nutshell
8.2
Sage CRM
10.0
Custom fields
Nutshell
7.9
Sage CRM
10.0
Custom objects
Nutshell
9.0
Sage CRM
10.0
Scripting environment
Nutshell
9.0
Sage CRM
10.0
API for custom integration
Nutshell
7.1
Sage CRM
10.0

Security

Nutshell
7.5
Sage CRM
10.0
Single sign-on capability
Nutshell
9.0
Sage CRM
10.0
Role-based user permissions
Nutshell
6.0
Sage CRM
10.0

Social CRM

Nutshell
7.7
Sage CRM
10.0
Social data
Nutshell
7.4
Sage CRM
10.0
Social engagement
Nutshell
8.0
Sage CRM
10.0

Integrations with 3rd-party Software

Nutshell
8.0
Sage CRM
10.0
Marketing automation
Nutshell
8.0
Sage CRM
10.0
Compensation management
Nutshell
8.0
Sage CRM
10.0

Platform

Nutshell
7.7
Sage CRM
10.0
Mobile access
Nutshell
7.7
Sage CRM
10.0

Pros

Nutshell

  • 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
Jennifer Callaghan | TrustRadius Reviewer

Sage CRM

  • SAGE CRM is a very clean and easy to use interface and easy to navigate around. Users seem to instantly understand with very little training where they are in the system, which is not always true of other system we have used in the past. The Key sometimes is removing 'clutter' for that user.
  • Sales and Sales Manager tend to find it is very intuitive and since it is flexibly with its design, we have created various extra option to improve sales peoples management of Contracts, Events and even Samples, saving and eliminating multiple spreadsheets.
  • Case Management and workflow capabilities together with the ability to offer Self Service and embed into your website has been very powerful and a number of client have found this can save them tremendous time. Adding in automatic notifications through a powerful workflow capability can save hours of time for the Users
  • Flexible Reporting using a wizard approach means that the system is easy to train on and for users we find that they embrace this even more since they feel an ownership for the CRM system, something that all CRM User aspire too.
  • Flexible licencing and Editions. Not always well known, but SAGE CRM has two editions (somewhat confusing) the Cloud or SAGE CRM.com doest use the same naming convention, but these are Standard And Advanced Editions. However, in particular, there is a Concurrent Licence option, albeit at a premium, but we once saved a client over £14000 on a 50 user system when they migrated to SAGE CRM Concurrent from their existing Named Licence CRM system, paying for the complete migration in year One
Gary Perkins | TrustRadius Reviewer

Cons

Nutshell

  • 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.
Laci Fitch | TrustRadius Reviewer

Sage CRM

  • One of the areas that Sage CRM is different is the way that Appointments and Tasks are delivered to the user in the interface. This presents a challenge in the way that most people utilize a Calendar in their daily execution. Many companies want to see a color coded Calendar for multiple team members and this is provided through a 3rd party.
  • Executing workflow through the mobile device is another area that users have requested. With such a strong workflow and escalation engine extending to the mobile interface would be groundbreaking in the CRM industry.
  • The data loading tools also need some work. In today's world we often extend the platform for unique entities and today we use 3rd party tools for any data migration besides basic customer and contact information.
Danny Estrada | TrustRadius Reviewer

Likelihood to Renew

Nutshell

Nutshell 10.0
Based on 1 answer
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.
Dan Aylward | TrustRadius Reviewer

Sage CRM

Sage CRM 5.1
Based on 11 answers
There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.
Anonymous | TrustRadius Reviewer

Usability

Nutshell

Nutshell 9.0
Based on 1 answer
Very easy to use, great for small office
Dan Aylward | TrustRadius Reviewer

Sage CRM

Sage CRM 8.3
Based on 3 answers
I think it is intuitive, easy to customize and easy to learn
Kari-Ann B. Ryan | TrustRadius Reviewer

Performance

Nutshell

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 8.2
Based on 1 answer
Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all
Kari-Ann B. Ryan | TrustRadius Reviewer

Support Rating

Nutshell

Nutshell 9.5
Based on 2 answers
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.
Jennifer Callaghan | TrustRadius Reviewer

Sage CRM

No score
No answers yet
No answers on this topic

In-Person Training

Nutshell

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 7.0
Based on 1 answer
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Anonymous | TrustRadius Reviewer

Implementation Rating

Nutshell

Nutshell 8.0
Based on 1 answer
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Dan Aylward | TrustRadius Reviewer

Sage CRM

Sage CRM 8.0
Based on 1 answer
The implementation and upgrades were rather quick and straight forward.Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Nutshell

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.
Gregory Palenschat | TrustRadius Reviewer

Sage CRM

I have evaluated and implemented MS Dynamics CRM from a business perspective, and more recently Salesforce.com CRM as an administarator. Sage was more intuitive than Salesforce, and also less expensice than both of them. At that time, I used Sage CRM because the company I was working with had purchased Sage ERP. However, they never implemented it, but I did implement Sage CRM almost by myself. It is a great tool to manage sales process and marketing campaigns.
Luis Brea | TrustRadius Reviewer

Return on Investment

Nutshell

  • 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.
Phil Curtolo | TrustRadius Reviewer

Sage CRM

  • Allowed managers to have visibility into salesperson pipelines with far less communication and time spent by all.
  • Allowed more predicative information on where the business is from a pipeline perspective so we can predict future business and resource requirements.
  • Allowed us to manage our customer support more effectively with less staff and allows cases and information to be passed from one staff member to another easily.
Glen Mund | TrustRadius Reviewer

Pricing Details

Nutshell

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Nutshell Editions & Modules

Edition
Starter$201
Pro$351
Pro+$701
  1. per user, per month
Additional Pricing Details

Sage CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Sage CRM Editions & Modules

On-premise Edition
Sage CRM (on premise)1
  1. Lifetime License per Seat
SaaS Edition
Sage CRM (cloud)$451
  1. Per User per Month
Additional Pricing Details
Tiered pricing is available for multiple users.

Rating Summary

Likelihood to Recommend

Nutshell
8.5
Sage CRM
9.0

Likelihood to Renew

Nutshell
10.0
Sage CRM
5.1

Usability

Nutshell
9.0
Sage CRM
8.3

Performance

Nutshell
Sage CRM
8.2

Support Rating

Nutshell
9.5
Sage CRM

In-Person Training

Nutshell
Sage CRM
7.0

Implementation Rating

Nutshell
8.0
Sage CRM
8.0

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