What users are saying about
21 Ratings
1 Ratings
21 Ratings
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Score 8.5 out of 100
1 Ratings
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Score 9 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

YetiForce CRM

YetiForceCRM is warmly recommended for any enterprise with the need for a solid, reliable CRM system without the typical high costs attached. It is not suitable for companies without a strong IT support due to its server requirements and lack of documentation that requires experimentation to some extent. A cloud-based system would be more suitable in this scenario.
Michael Brennan | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Nutshell
7.3
YetiForce CRM
8.6
Customer data management / contact management
Nutshell
9.0
YetiForce CRM
9.0
Workflow management
Nutshell
8.1
YetiForce CRM
9.0
Territory management
Nutshell
6.0
YetiForce CRM
9.0
Opportunity management
Nutshell
8.7
YetiForce CRM
9.0
Integration with email client (e.g., Outlook or Gmail)
Nutshell
7.5
YetiForce CRM
8.0
Quote & order management
Nutshell
6.8
YetiForce CRM
8.0
Interaction tracking
Nutshell
9.3
YetiForce CRM
8.0
Channel / partner relationship management
Nutshell
3.0
YetiForce CRM
Contract management
Nutshell
YetiForce CRM
9.0

Customer Service & Support

Nutshell
8.8
YetiForce CRM
8.0
Case management
Nutshell
9.7
YetiForce CRM
8.0
Call center management
Nutshell
8.0
YetiForce CRM
8.0
Help desk management
Nutshell
YetiForce CRM
8.0

Marketing Automation

Nutshell
8.1
YetiForce CRM
7.5
Lead management
Nutshell
8.4
YetiForce CRM
8.0
Email marketing
Nutshell
7.8
YetiForce CRM
7.0

CRM Project Management

Nutshell
9.0
YetiForce CRM
8.0
Task management
Nutshell
9.1
YetiForce CRM
9.0
Reporting
Nutshell
8.8
YetiForce CRM
8.0
Billing and invoicing management
Nutshell
YetiForce CRM
7.0

CRM Reporting & Analytics

Nutshell
8.2
YetiForce CRM
7.7
Forecasting
Nutshell
8.0
YetiForce CRM
8.0
Pipeline visualization
Nutshell
8.0
YetiForce CRM
7.0
Customizable reports
Nutshell
8.7
YetiForce CRM
8.0

Customization

Nutshell
8.3
YetiForce CRM
9.0
Custom fields
Nutshell
7.9
YetiForce CRM
10.0
Custom objects
Nutshell
9.0
YetiForce CRM
10.0
Scripting environment
Nutshell
9.0
YetiForce CRM
8.0
API for custom integration
Nutshell
7.1
YetiForce CRM
8.0

Security

Nutshell
7.5
YetiForce CRM
7.5
Single sign-on capability
Nutshell
9.0
YetiForce CRM
7.0
Role-based user permissions
Nutshell
6.0
YetiForce CRM
8.0

Social CRM

Nutshell
7.7
YetiForce CRM
8.0
Social data
Nutshell
7.4
YetiForce CRM
8.0
Social engagement
Nutshell
8.0
YetiForce CRM

Integrations with 3rd-party Software

Nutshell
8.0
YetiForce CRM
Marketing automation
Nutshell
8.0
YetiForce CRM
Compensation management
Nutshell
8.0
YetiForce CRM

Platform

Nutshell
7.7
YetiForce CRM
8.0
Mobile access
Nutshell
7.7
YetiForce CRM
8.0

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

YetiForce CRM

  • Detailed customization
  • Stability and speed
  • Customer support
Michael Brennan | 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

YetiForce CRM

  • Lack of documentation
  • No auto updates
  • Server requirements
Michael Brennan | 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

YetiForce CRM

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

YetiForce CRM

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

YetiForce CRM

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

YetiForce CRM

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

YetiForce CRM

The two reasons we have decided towards YetiForceCRM were its price (free) and the customization options (almost unlimited). The other CRM systems come with a price tag but still have many features left out. On the other hand, YetiForceCRM gives us the option of custom modules resulting in full control of our data and workflows.
Michael Brennan | 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

YetiForce CRM

  • Cost savings
  • More flexibility with the number of users
  • Improved project management results
Michael Brennan | 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

YetiForce CRM

General

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

YetiForce CRM Editions & Modules

Additional Pricing Details
YetiForceCRM is open source and free. There are no license fees. Free support is provided on GitHub. Paid support and additional services are available in the Marketplace which can be accessed directly from the CRM system.

Rating Summary

Likelihood to Recommend

Nutshell
8.5
YetiForce CRM
9.0

Likelihood to Renew

Nutshell
10.0
YetiForce CRM

Usability

Nutshell
9.0
YetiForce CRM

Support Rating

Nutshell
9.5
YetiForce CRM

Implementation Rating

Nutshell
8.0
YetiForce CRM

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