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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

    Yesware

    Score8.3 out of 10
    N/AYesware, from Vendasta since the October 2022 acquisition, is a service for salespeople that helps them close deals faster. An email service tracks email, templates responses and syncs to CRM.

    $19

    per month

    Pricing
    NutshellYesware
    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
    Pro
    $19
    per month
    Premium
    $45
    per month
    Enterprise
    $85
    per month
    Offerings
    Pricing Offerings
    NutshellYesware
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details15% discount for annual pricing.Annual plans save up to 23%.
    More Pricing Information
    Community Pulse
    NutshellYesware
    Considered Both Products
    Nutshell Inc.
    No answer on this topic
    Vendasta
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    88%
    Would buy again
    22 Answers
    Delivers good value for the price
    No answers on this topic
    91%
    Delivers good value for the price
    21 Answers
    Happy with the feature set
    No answers on this topic
    88%
    Happy with the feature set
    22 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    94%
    Lived up to sales and marketing promises
    17 Answers
    Implementation went as expected
    No answers on this topic
    100%
    Implementation went as expected
    19 Answers
    Features
    NutshellYesware
    Sales Force Automation
    Comparison of Sales Force Automation features of Nutshell CRM and Yesware
    Feature
    Nutshell CRM
    9.2
    15 Ratings
    16% above category average
    Yesware
    -
    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 Yesware
    Feature
    Nutshell CRM
    10.0
    7 Ratings
    26% above category average
    Yesware
    -
    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 Yesware
    Feature
    Nutshell CRM
    8.8
    14 Ratings
    13% above category average
    Yesware
    -
    Ratings
    Lead management9.713 Ratings00 Ratings
    Email marketing7.912 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Nutshell CRM and Yesware
    Feature
    Nutshell CRM
    9.3
    13 Ratings
    19% above category average
    Yesware
    -
    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 Yesware
    Feature
    Nutshell CRM
    10.0
    13 Ratings
    27% above category average
    Yesware
    -
    Ratings
    Forecasting10.010 Ratings00 Ratings
    Pipeline visualization10.012 Ratings00 Ratings
    Customizable reports10.012 Ratings00 Ratings
    Customization
    Comparison of Customization features of Nutshell CRM and Yesware
    Feature
    Nutshell CRM
    9.9
    11 Ratings
    26% above category average
    Yesware
    -
    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 Yesware
    Feature
    Nutshell CRM
    9.6
    4 Ratings
    13% above category average
    Yesware
    -
    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 Yesware
    Feature
    Nutshell CRM
    9.6
    9 Ratings
    24% above category average
    Yesware
    -
    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 Yesware
    Feature
    Nutshell CRM
    10.0
    2 Ratings
    28% above category average
    Yesware
    -
    Ratings
    Marketing automation10.02 Ratings00 Ratings
    Compensation management10.02 Ratings00 Ratings
    Platform
    Comparison of Platform features of Nutshell CRM and Yesware
    Feature
    Nutshell CRM
    9.1
    13 Ratings
    18% above category average
    Yesware
    -
    Ratings
    Mobile access9.113 Ratings00 Ratings
    Best Alternatives
    NutshellYesware
    Small Businesses
    Salesflare
    Score10 out of 10
    Mailtrack
    Score9.7 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Mailtrack
    Score9.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    NutshellYesware
    Likelihood to Recommend
    9.7
    (15 ratings)
    9.0
    (63 ratings)
    Likelihood to Renew
    10.0
    (1 ratings)
    9.0
    (6 ratings)
    Usability
    8.7
    (5 ratings)
    9.0
    (2 ratings)
    Support Rating
    9.5
    (2 ratings)
    8.2
    (12 ratings)
    Implementation Rating
    8.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    NutshellYesware
    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
    Vendasta
    It works for my company and my problems. If you need a Sales CRM you can go for higher-end products that will give you what Yesware gives along with other stuff. Wherein we had specific problems we wanted to solve. -We needed a solution for a smaller team within our bigger sales team. -We needed a solution to be easy to use point and click and did not require any setup. -We needed to have a better solution to YAMM.
    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
    Vendasta
    • Tracking open rates, link click rates, and reply rates. This allows us to compare different templates in order to see which allows for the most interactions and meetings set directly from email engagement.
    • Seeing exactly when someone opens an email and whether it is in their normal location. Also if they are opening on a mobile device versus a computer to be able to organize the set up of the email in a more beneficial way.
    • Being able to save Templates for Mail Merges to avoid the duplication of effort that other mass email systems utilize.
    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
    Vendasta
    • The ability to unwrap iframe embeds on email (e.g. if I send a Vimeo link over email, have that video thumbnail show and link out to a video)
    • Removing recipients from a campaign. If my ruleset is to remove a contact from a sequence after he/she replies, sometimes a person will reply from another email and Yesware doesn't recognize it. (e.g. if I add jeff@amazon.com to my campaign and jeff.bezos@amazon.com replies to my thread, Yesware will still send an email to jeff@amazon.com unless he is manually removed)
    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
    Vendasta
    I like the product, but due to the limitations I don't love it. I'm curious to revisit other options, particularly in lieu of Yesware's recent price increases (although I'm on a legacy plan). Some of my challenges to be browser related (I'm on an older computer) -- I'll have to see how things go when I receive my new computer. If the glitches (especially with regard to tracking accuracy and send later feature) go away, I'd be much more inclined to renew
    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
    Vendasta
    Yesware is easy to setup and get connected in existing systems. We were able to get started sending the day we puchased our subscription because of the addon for Gmail and easy connection to our CRM. It's also very easy to use in the day to day, kicking off campaigns and seeing their status to as about as easy as it gets. I have not concerns about usability
    Incentivized
    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
    Vendasta
    Because it deserves this rating. The features and functionality provided are great. Our Sales team is very satisfied with this software as it integrates very well with our other software like Outlook, Salesforce, etc. Yesware provides great follow up with customers, which is essential for sales. Meeting scheduling is also flawless.
    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
    Vendasta
    No answers on this topic
    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
    Vendasta
    All of these tools do what Yesware does, and more; but Yesware does the follow-up email portion best, in my experience. It is reasonably priced and is regularly adding new functionality to make it a sticky license for us to have. Yesware does not have predictive analytics or a particularly strong dialer solution, but it does provide team-wide and template efficacy tracking, and a basic dialer.
    Incentivized
    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
    Vendasta
    • I think net positive ROI from generating meetings that lead to closed deals. Ultimately very difficult to quantify the ROI since it is essentially automating a lot of the manual prospecting done by BDRs/AEs - so ROI is likely higher than just that quantifiable number around deals closed.
    Incentivized
    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.

    Yesware Screenshots

    Screenshot of CampaignsScreenshot of Email Templates