What users are saying about
21 Ratings
21 Ratings
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Score 8.5 out of 100
195 Ratings
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Score 7.4 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

Sugar Sell (SugarCRM)

If your organization has needs or requirements that it seems cannot be met by the industry leaders in CRM, I would urge you to talk to Sugar Sell (SugarCRM). They bent over backwards to work with different groups of people within our company to prove to them how committed they were to making the product work for us. It seamlessly integrates with our email and other applications we use frequently. And they helped us configure detailed reporting for our very complex sales territories and organizational structure.If you are looking for a very basic CRM tool that doesn't require much configuration, Sugar will still work for you, but you certainly have other options.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Nutshell
7.3
Sugar Sell (SugarCRM)
7.6
Customer data management / contact management
Nutshell
9.0
Sugar Sell (SugarCRM)
7.8
Workflow management
Nutshell
8.1
Sugar Sell (SugarCRM)
7.9
Territory management
Nutshell
6.0
Sugar Sell (SugarCRM)
7.6
Opportunity management
Nutshell
8.7
Sugar Sell (SugarCRM)
8.4
Integration with email client (e.g., Outlook or Gmail)
Nutshell
7.5
Sugar Sell (SugarCRM)
7.3
Quote & order management
Nutshell
6.8
Sugar Sell (SugarCRM)
7.8
Interaction tracking
Nutshell
9.3
Sugar Sell (SugarCRM)
7.0
Channel / partner relationship management
Nutshell
3.0
Sugar Sell (SugarCRM)
7.7
Contract management
Nutshell
Sugar Sell (SugarCRM)
6.8

Customer Service & Support

Nutshell
8.8
Sugar Sell (SugarCRM)
7.1
Case management
Nutshell
9.7
Sugar Sell (SugarCRM)
6.3
Call center management
Nutshell
8.0
Sugar Sell (SugarCRM)
7.9
Help desk management
Nutshell
Sugar Sell (SugarCRM)
7.2

Marketing Automation

Nutshell
8.1
Sugar Sell (SugarCRM)
7.5
Lead management
Nutshell
8.4
Sugar Sell (SugarCRM)
8.2
Email marketing
Nutshell
7.8
Sugar Sell (SugarCRM)
6.7

CRM Project Management

Nutshell
9.0
Sugar Sell (SugarCRM)
7.6
Task management
Nutshell
9.1
Sugar Sell (SugarCRM)
7.9
Reporting
Nutshell
8.8
Sugar Sell (SugarCRM)
7.6
Billing and invoicing management
Nutshell
Sugar Sell (SugarCRM)
7.1

CRM Reporting & Analytics

Nutshell
8.2
Sugar Sell (SugarCRM)
7.9
Forecasting
Nutshell
8.0
Sugar Sell (SugarCRM)
8.3
Pipeline visualization
Nutshell
8.0
Sugar Sell (SugarCRM)
7.4
Customizable reports
Nutshell
8.7
Sugar Sell (SugarCRM)
8.1

Customization

Nutshell
8.2
Sugar Sell (SugarCRM)
7.9
Custom fields
Nutshell
7.9
Sugar Sell (SugarCRM)
8.4
Custom objects
Nutshell
9.0
Sugar Sell (SugarCRM)
7.5
Scripting environment
Nutshell
9.0
Sugar Sell (SugarCRM)
7.7
API for custom integration
Nutshell
7.1
Sugar Sell (SugarCRM)
7.9

Security

Nutshell
7.5
Sugar Sell (SugarCRM)
8.8
Single sign-on capability
Nutshell
9.0
Sugar Sell (SugarCRM)
8.6
Role-based user permissions
Nutshell
6.0
Sugar Sell (SugarCRM)
8.9

Social CRM

Nutshell
7.7
Sugar Sell (SugarCRM)
8.8
Social data
Nutshell
7.4
Sugar Sell (SugarCRM)
8.8
Social engagement
Nutshell
8.0
Sugar Sell (SugarCRM)
8.8

Integrations with 3rd-party Software

Nutshell
8.0
Sugar Sell (SugarCRM)
8.3
Marketing automation
Nutshell
8.0
Sugar Sell (SugarCRM)
7.8
Compensation management
Nutshell
8.0
Sugar Sell (SugarCRM)
8.8

Platform

Nutshell
7.7
Sugar Sell (SugarCRM)
7.1
Mobile access
Nutshell
7.7
Sugar Sell (SugarCRM)
7.1

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

Sugar Sell (SugarCRM)

  • Very easy to set up and configure reports among teams. Very customizable and allows me to build reports that illustrate how the team is performing.
  • Exporting granular reports into excel for in depth analysis and actionable measures.
  • Ability to mass upload lots of information and leads. Important for our team to import lots of information on prospecting clients.
Anonymous | 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

Sugar Sell (SugarCRM)

  • The back-end programming (logical hooks) for advanced customizations could benefit from a more user-friendly interface
  • General layout could be improved by the addition of modern templates to customize the standard look and feel
  • Support communities could be further improved with the addition of videos on how to do specific configuration, modules.
Anonymous | 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

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.2
Based on 26 answers
Our organization will continue to use Sugar as long as it remains cost effective and it addresses the majority of our needs. I will, however, recommend looking into other options once our needs increase and there is additional budget for some bigger named and more robust platform options. I feel if the application was friendlier to end users we would get better productivity as well.
Andrew Dunifer, MBA/MS MIS | TrustRadius Reviewer

Usability

Nutshell

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

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.3
Based on 2 answers
There's a learning curve associated with Sugar. Right away, it's not as easy as an out-of-the-box CRM. Once you learn how to use Sugar, the system fits what your needs are. With any other CRM, you'd be trying to figure out how your company can best fit the CRM. You don't want to change your business cycle for your CRM, the CRM should fit your business cycle.
Anonymous | TrustRadius Reviewer

Reliability and Availability

Nutshell

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 10.0
Based on 1 answer
SugarCRM has never been down for us.
Peter Fletcher | TrustRadius Reviewer

Performance

Nutshell

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 10.0
Based on 1 answer
No response time issues ever. Very productive due to its ease of use.
Peter Fletcher | 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

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 6.3
Based on 10 answers
Most of our support comes from the documentation on the SugarCRM web site. There is lots of documentation available, but sometimes, it takes a little time to find the piece that pertains to your system. The SugarCRM software has changed a lot over the years and documentation for all of the versions is still available on the web.
Tom Kreiner | TrustRadius Reviewer

In-Person Training

Nutshell

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 1 answer
We feel clasroom training is essential to ensure user adoption and buy-in. Video and on-line training courses gave their place but being in a classroom setting enables the Team to make any potential CRM issues visble right up front.
Peter Fletcher | TrustRadius Reviewer

Online Training

Nutshell

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.0
Based on 1 answer
Only part of an implemementation as noted previously.
Peter Fletcher | 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

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 6 answers
Study, study, and study. Be prepared to train everyday until all processes are flowing nicely. The CRM is the elephant and figuring out where to take the first bite can be a challenge. But there is only one way to eat this elephant, one bite at a time. Systematic planning is very important.
Marc Prince | 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

Sugar Sell (SugarCRM)

GoldMine was an archaic platform. Adding custom fields was difficult. Reporting was horrible. Sugar CRM blows it out of the water. It's also easier to use and navigate. Having all of the data available from any browser is also a tremendous advantage compared to our private installation of GoldMine which required their software and a VPN connection.
Sid Haas | TrustRadius Reviewer

Scalability

Nutshell

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 1 answer
Works from 2-300 Users in our experience.
Peter Fletcher | 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

Sugar Sell (SugarCRM)

  • Just one of our customized modules allowed us to automate multiple processes and saves us on average 500 man hours a year.
  • It allows each user to have a 360-degree view point of our databases at any given point.
  • Incorporating some of our onsite operational pieces within SugarCRM has given us the opportunity to reduce the number of places information is stored to one.
Jennifer Stewart | 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

Sugar Sell (SugarCRM)

General

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

Sugar Sell (SugarCRM) Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Nutshell
8.5
Sugar Sell (SugarCRM)
7.7

Likelihood to Renew

Nutshell
10.0
Sugar Sell (SugarCRM)
8.2

Usability

Nutshell
9.0
Sugar Sell (SugarCRM)
8.3

Reliability and Availability

Nutshell
Sugar Sell (SugarCRM)
10.0

Performance

Nutshell
Sugar Sell (SugarCRM)
10.0

Support Rating

Nutshell
9.5
Sugar Sell (SugarCRM)
6.3

In-Person Training

Nutshell
Sugar Sell (SugarCRM)
9.0

Online Training

Nutshell
Sugar Sell (SugarCRM)
8.0

Implementation Rating

Nutshell
8.0
Sugar Sell (SugarCRM)
9.0

Scalability

Nutshell
Sugar Sell (SugarCRM)
9.0

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