What users are saying about
21 Ratings
21 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.4 out of 100
8 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
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

Technolutions Slate

I am not an end-user but use Slate as an "outsider" since I'm in IT. I use it to verify data coming to and from our SIS PeopleSoft Campus Solutions. That being said, I think it is robust and easy for most to use. It is clearly seen as the "Best in Breed" for CRM/Recruiting/Admissions systems. I am a firm believer in going with such systems. There are strength and power in numbers. Technolutions is rather nimble and responsive with updates and addressing needs.
Michele Thibodeau | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Nutshell
7.3
Technolutions Slate
7.6
Customer data management / contact management
Nutshell
9.0
Technolutions Slate
6.9
Workflow management
Nutshell
8.1
Technolutions Slate
7.7
Territory management
Nutshell
6.0
Technolutions Slate
9.9
Opportunity management
Nutshell
8.7
Technolutions Slate
6.1
Integration with email client (e.g., Outlook or Gmail)
Nutshell
7.5
Technolutions Slate
7.1
Quote & order management
Nutshell
6.8
Technolutions Slate
Interaction tracking
Nutshell
9.3
Technolutions Slate
5.9
Channel / partner relationship management
Nutshell
3.0
Technolutions Slate
7.6
Contract management
Nutshell
Technolutions Slate
10.0

Customer Service & Support

Nutshell
8.8
Technolutions Slate
6.6
Case management
Nutshell
9.7
Technolutions Slate
6.8
Call center management
Nutshell
8.0
Technolutions Slate
6.5
Help desk management
Nutshell
Technolutions Slate
6.5

Marketing Automation

Nutshell
8.1
Technolutions Slate
7.6
Lead management
Nutshell
8.4
Technolutions Slate
7.6
Email marketing
Nutshell
7.8
Technolutions Slate
7.6

CRM Project Management

Nutshell
9.0
Technolutions Slate
6.1
Task management
Nutshell
9.1
Technolutions Slate
6.3
Reporting
Nutshell
8.8
Technolutions Slate
5.8
Billing and invoicing management
Nutshell
Technolutions Slate
6.1

CRM Reporting & Analytics

Nutshell
8.2
Technolutions Slate
7.7
Forecasting
Nutshell
8.0
Technolutions Slate
7.9
Pipeline visualization
Nutshell
7.9
Technolutions Slate
7.4
Customizable reports
Nutshell
8.7
Technolutions Slate
7.7

Customization

Nutshell
8.2
Technolutions Slate
7.5
Custom fields
Nutshell
7.9
Technolutions Slate
8.4
Custom objects
Nutshell
9.0
Technolutions Slate
8.4
Scripting environment
Nutshell
9.0
Technolutions Slate
6.2
API for custom integration
Nutshell
7.1
Technolutions Slate
7.0

Security

Nutshell
7.5
Technolutions Slate
5.7
Single sign-on capability
Nutshell
9.0
Technolutions Slate
2.9
Role-based user permissions
Nutshell
6.0
Technolutions Slate
8.5

Social CRM

Nutshell
7.7
Technolutions Slate
7.9
Social data
Nutshell
7.4
Technolutions Slate
7.5
Social engagement
Nutshell
8.0
Technolutions Slate
8.2

Integrations with 3rd-party Software

Nutshell
8.0
Technolutions Slate
8.4
Marketing automation
Nutshell
8.0
Technolutions Slate
6.8
Compensation management
Nutshell
8.0
Technolutions Slate
10.0

Platform

Nutshell
7.7
Technolutions Slate
7.4
Mobile access
Nutshell
7.7
Technolutions Slate
7.4

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

Technolutions Slate

  • Allows user to maintain good track of communication that one is having with the customer.
  • Allows the creation of specific queries that we can use to reach students in a more unique way,
  • It is extremely user-friendly!
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

Technolutions Slate

  • Probably just the aesthetics of layout.
  • The layout and user friendliness of the mobile app.
  • As much as I love their organic marketing strategy, I would love marketing material to share with other schools while I'm on the road. [Youtube demo, clean social media channels, etc]
Iliana Hernandez | 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

Technolutions Slate

No score
No answers yet
No answers on this topic

Usability

Nutshell

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

Technolutions Slate

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

Technolutions Slate

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

Technolutions Slate

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

Technolutions Slate

We used Ellucian recruit that is based on Microsoft Dynamics, I must say that Slate is much simpler to use and navigate for everyday user. While Dynamics is very powerful and robust tool it is really hard to navigate and keep track of campaigns and prospects. Slate is simplified version of dynamics and better suited for users who are in higher ed, while dynamics is more for "sales" in enterprise world. Education world is different.
Anonymous | 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

Technolutions Slate

  • Slate has allowed our Admissions Department to use more forecasting tools to plan their strategies.
Michele Thibodeau | 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

Technolutions Slate

General

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

Technolutions Slate Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Nutshell
8.5
Technolutions Slate
8.1

Likelihood to Renew

Nutshell
10.0
Technolutions Slate

Usability

Nutshell
9.0
Technolutions Slate

Support Rating

Nutshell
9.5
Technolutions Slate

Implementation Rating

Nutshell
8.0
Technolutions Slate

Add comparison