What users are saying about
21 Ratings
3 Ratings
21 Ratings
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Score 8.4 out of 100
3 Ratings
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Score 7.6 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

Salesmate

Salesmate is an excellent pipeline tool and I've been very happy with making the switch from Pipedrive. The reporting tool is excellent when reviewing conversions, total sales, and average turn times per stage. I'm especially happy with the ability to download custom reports however I would like to also have the ability to do so with the pre-defined reporting.
Matthew Gehrman | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Nutshell
7.3
Salesmate
9.8
Customer data management / contact management
Nutshell
9.0
Salesmate
9.0
Workflow management
Nutshell
8.1
Salesmate
10.0
Territory management
Nutshell
6.0
Salesmate
Opportunity management
Nutshell
8.7
Salesmate
10.0
Integration with email client (e.g., Outlook or Gmail)
Nutshell
7.5
Salesmate
10.0
Quote & order management
Nutshell
6.8
Salesmate
Interaction tracking
Nutshell
9.3
Salesmate
10.0
Channel / partner relationship management
Nutshell
3.0
Salesmate

Customer Service & Support

Nutshell
8.8
Salesmate
Case management
Nutshell
9.7
Salesmate
Call center management
Nutshell
8.0
Salesmate

Marketing Automation

Nutshell
8.1
Salesmate
8.0
Lead management
Nutshell
8.4
Salesmate
8.0
Email marketing
Nutshell
7.8
Salesmate

CRM Project Management

Nutshell
9.0
Salesmate
10.0
Task management
Nutshell
9.1
Salesmate
10.0
Reporting
Nutshell
8.8
Salesmate
10.0

CRM Reporting & Analytics

Nutshell
8.2
Salesmate
9.0
Forecasting
Nutshell
8.0
Salesmate
Pipeline visualization
Nutshell
7.9
Salesmate
8.0
Customizable reports
Nutshell
8.7
Salesmate
10.0

Customization

Nutshell
8.2
Salesmate
9.5
Custom fields
Nutshell
7.9
Salesmate
10.0
Custom objects
Nutshell
9.0
Salesmate
Scripting environment
Nutshell
9.0
Salesmate
API for custom integration
Nutshell
7.1
Salesmate
9.0

Security

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

Social CRM

Nutshell
7.7
Salesmate
Social data
Nutshell
7.4
Salesmate
Social engagement
Nutshell
8.0
Salesmate

Integrations with 3rd-party Software

Nutshell
8.0
Salesmate
9.0
Marketing automation
Nutshell
8.0
Salesmate
9.0
Compensation management
Nutshell
8.0
Salesmate

Platform

Nutshell
7.7
Salesmate
9.0
Mobile access
Nutshell
7.7
Salesmate
9.0

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

Salesmate

  • Pipeline customization including custom fields
  • Two way email integration & click to call feature
  • Incredible customer service
  • Always looking to improve the product
  • Excellent price per user in comparison to some of the other tools available and other tools we've leveraged in the past.
Matthew Gehrman | 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

Salesmate

  • The ability to switch between deals directly from within the deal itself
  • Load time could be improved however we have at any given time 180 + leads in the pipe
  • Ability to separate user rights per pipeline, i.e. having two separate team pipelines and each team can only see their leads.
Matthew Gehrman | 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

Salesmate

Salesmate 10.0
Based on 1 answer
Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them
Matthew Gehrman | TrustRadius Reviewer

Usability

Nutshell

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

Salesmate

No score
No answers yet
No answers on this topic

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

Salesmate

No score
No answers yet
No answers on this topic

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

Salesmate

No score
No answers yet
No answers on this topic

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

Salesmate

Salesmate has a lot of similar features and functionality but where I feel they differ the most is the customer service, new feature integration, and a team that actually wants to develop the perfect pipeline management tool. Not only are they more competitive on the overpricing structure but I'm confident we'll be able to continue scaling with Salesmate as we grow the team
Matthew Gehrman | 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

Salesmate

  • Making the switch to Salesmate has saved us a fair amount from our prior service where we had to pay for all the additional features we wanted, whereas Salesmate includes it right out the gate.
  • By utilizing this tool we're able to stay on top of the sales cycle and overall lead flow which directly impacts our bottom line.
  • In terms of ROI if you work the system and utilize the tool as it should then you will make sales.
Matthew Gehrman | TrustRadius Reviewer

Screenshots

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

Salesmate

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
Optional

Salesmate Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Nutshell
8.5
Salesmate
10.0

Likelihood to Renew

Nutshell
10.0
Salesmate
10.0

Usability

Nutshell
9.0
Salesmate

Support Rating

Nutshell
9.5
Salesmate

Implementation Rating

Nutshell
8.0
Salesmate

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