What users are saying about
21 Ratings
Top Rated
432 Ratings
21 Ratings
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Score 8.6 out of 100
Top Rated
432 Ratings
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Score 7.8 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

Zoho CRM

Well suited for basic sales and pipeline management. Not appropriate if those leads or prospects need to be transferred into other organizations or companies. Good to use on more individualized sales teams, but not particularly great when it comes to collaborations. Limited tagging and chatting options for collaborative sales.If you are planning to work a pipeline to generate sales and are not in need of a great deal of communication between employees, this will be great for you.
Andrew McClean | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Nutshell
7.3
Zoho CRM
7.8
Customer data management / contact management
Nutshell
9.0
Zoho CRM
8.1
Workflow management
Nutshell
8.1
Zoho CRM
8.1
Territory management
Nutshell
6.0
Zoho CRM
7.8
Opportunity management
Nutshell
8.7
Zoho CRM
8.0
Integration with email client (e.g., Outlook or Gmail)
Nutshell
7.5
Zoho CRM
7.2
Quote & order management
Nutshell
6.8
Zoho CRM
7.5
Interaction tracking
Nutshell
9.3
Zoho CRM
8.3
Channel / partner relationship management
Nutshell
3.0
Zoho CRM
7.5
Contract management
Nutshell
Zoho CRM
7.6

Customer Service & Support

Nutshell
8.8
Zoho CRM
7.6
Case management
Nutshell
9.7
Zoho CRM
7.7
Call center management
Nutshell
8.0
Zoho CRM
7.4
Help desk management
Nutshell
Zoho CRM
7.6

Marketing Automation

Nutshell
8.1
Zoho CRM
8.1
Lead management
Nutshell
8.4
Zoho CRM
8.1
Email marketing
Nutshell
7.8
Zoho CRM
8.0

CRM Project Management

Nutshell
9.0
Zoho CRM
7.9
Task management
Nutshell
9.1
Zoho CRM
8.1
Reporting
Nutshell
8.8
Zoho CRM
7.9
Billing and invoicing management
Nutshell
Zoho CRM
7.7

CRM Reporting & Analytics

Nutshell
8.2
Zoho CRM
8.1
Forecasting
Nutshell
8.0
Zoho CRM
7.8
Pipeline visualization
Nutshell
7.9
Zoho CRM
8.1
Customizable reports
Nutshell
8.7
Zoho CRM
8.3

Customization

Nutshell
8.2
Zoho CRM
8.4
Custom fields
Nutshell
7.9
Zoho CRM
8.5
Custom objects
Nutshell
9.0
Zoho CRM
8.4
Scripting environment
Nutshell
9.0
Zoho CRM
8.5
API for custom integration
Nutshell
7.1
Zoho CRM
8.1

Security

Nutshell
7.5
Zoho CRM
8.3
Single sign-on capability
Nutshell
9.0
Zoho CRM
8.1
Role-based user permissions
Nutshell
6.0
Zoho CRM
8.4

Social CRM

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

Integrations with 3rd-party Software

Nutshell
8.0
Zoho CRM
7.5
Marketing automation
Nutshell
8.0
Zoho CRM
7.7
Compensation management
Nutshell
8.0
Zoho CRM
7.4

Platform

Nutshell
7.7
Zoho CRM
7.1
Mobile access
Nutshell
7.7
Zoho CRM
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

Zoho CRM

  • Zoho CRM has an incredible amount of features, from tagging contacts to social media integration (LinkedIn, Facebook, etc) and email capabilities.
  • Zoho CRM is very customizable. The entire look and feel of each page and account can be customized to fit your organization's needs.
  • Zoho CRM is just one of the products offered under Zoho's suite of software products. It easily integrates with other enterprise software like Zoho Project Management and Zoho email.
Adam Montgomery | 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

Zoho CRM

  • I do wish it was a bit "smarter" that it could sense duplicate entries and simply update fields when it recognizes a dupe.
  • I wish it had an easier integration with our marketing platform, Hubspot.
  • I wish there was a way to mass update information, via spreadsheet upload, WITHOUT having the Zoho ID.
Ashley Gennett | 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

Zoho CRM

Zoho CRM 7.6
Based on 19 answers
We went through an exhaustive process doing this evaluation and in the process took the time to really understand the objectives and requirements of all groups within the organization. Now that the system is in place it needs to be used and refined over a long period to time in order to get the full value. As a result you need to consider the long-term and renewal knowing that the system will get better the more you use it.
James Lochran | TrustRadius Reviewer

Usability

Nutshell

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

Zoho CRM

Zoho CRM 8.0
Based on 4 answers
There are some other paid apps. But Zoho CRM is decent for all kinds of businesses and it comes with a free price tag.
Oral Tosun | 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

Zoho CRM

Zoho CRM 4.0
Based on 4 answers
Horrible experience. They should send regular apologies and refunds to all existing customers.
Ajay Gupta | 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

Zoho CRM

Zoho CRM 8.0
Based on 4 answers
The CRM is only as good as the data you put into it. Spend the time up-front to clean up your old data sources prior to importing them into Zoho
Ron Sherwood | 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

Zoho CRM

I tried a lot of different software trying to find the one that gave me everything, which I found within ZOHO. It wasn't the CRM that sold me on ZOHO, it was the Subscriptions and it's integration within CRM that sold me on ZOHO. I'm glad I picked it, the CRM has been easy to adapt to and easy for the boss to get the reports out he wants.
Scott French | 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

Zoho CRM

  • The organization which is helping our sales team not miss a beat! We are following up without having to dig for information etc.
  • We close more sales when we have a clear activity list and can assess leads etc but using the scoring options
  • We are able to get our work done in a user-friendly environment. It helps the day run much smoother.
Sarah Lohsl | 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

Zoho CRM

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$12*

* /user/month

Zoho CRM Editions & Modules

Edition
Standard$121
Professional$201
Enterprise$351
  1. per user, per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Nutshell
8.6
Zoho CRM
8.0

Likelihood to Renew

Nutshell
10.0
Zoho CRM
7.6

Usability

Nutshell
9.0
Zoho CRM
8.0

Reliability and Availability

Nutshell
Zoho CRM
9.0

Performance

Nutshell
Zoho CRM
9.0

Support Rating

Nutshell
9.5
Zoho CRM
4.0

Online Training

Nutshell
Zoho CRM
8.2

Implementation Rating

Nutshell
8.0
Zoho CRM
8.0

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