Nutshell CRM vs. Zapier

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.

Zapier is perfect for simple integrations and setting up generally low-volume accounts that require very little configuration and maintenance. For a distributed structure where a client/outside party is responsible for billing, it’s easy to create an account, put them on a low-cost plan, configure a simple integration and teach them how to alter the setup. Its webhook-based setup is perfect for many simple use cases and there’s no reason to use a more complex or expensive solution.

However, if you have integrations that are increasingly complex (involve parsing, multiple non-linear steps, the integration of non-native APIs), significant in overall volume/data or require additional features (time delays for API limits), Zapier likely isn’t your best choice. Other integration platforms offer higher levels of customization and capability, though they’re typically significantly more complex and expensive.

Incentivized

• 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

• Ease of use - multiple people in the organization can set up and run Zaps per their specific use cases without much training.
• Connectivity - Zapier is able to connect to multiple applications we use on a regular basis.
• Functionality - Zapier provides embedded functionality within the app itself (email, data conversion), but also appropriate triggers and actions for apps it connects to.
• Versatile - Zapier can execute complicated and simple tasks and thus has many use cases.

Incentivized

• 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.

Incentivized

• Being able to turn off one leg of a Zap without having to delete it or turn the whole Zap off
• Not all fields populate when using certain aspects of Salesforce, but that could be an SF issue
• Communication when support is actually needed basically doesn't happen

Incentivized

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

Zapier is now very much an integral part of our business and we could not operate without it!

Incentivized

Very easy to use, great for small office

Incentivized

Zapier is very user-friendly. They walk you through each step of the zap-building process in an orderly and easy to understand way. Each step of the zap is tested before moving onto the next step. For simple zaps, you can have them up and running within minutes. For more complicated zaps, it may take some experimentation, but Zapier is there to help you troubleshoot.

Incentivized

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

Before we purchased Zapier, I contacted support and asked them if Zapier could support my intended workflow (this is actually a selection on their support form - awesome). Within 2 hours, I was contacted by a support team member who seemed sure it would work, but granted me premium access for 2 weeks to try it out for myself. Sure enough, it did! Ever since then, support has replied rapidly to any problems I have experienced and answered my questions within a few sentences.

Incentivized

Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved

Incentivized

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.

Incentivized

• Zapier is a much more mature platform with much more software that you can integrate into and they add to their portfolio every month
• Zapier has more functions for each software they connect
• Zapier has their own services that are very useful
• They have so many existing work flows that you can easily add

Incentivized

• 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.

Incentivized

• It saves us hours of time every week being able to connect services automatically.
• It enables automations to happen that would not otherwise be possible at all.
• It allows us to choose other software for specific purposes without the limitations of only the built-in connectivity.

Incentivized