Nutshell CRM

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Nutshell	Score 8.9 out of 10	N/A	Nutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.	$20 per user, per month

Pricing

Nutshell CRM

Editions & Modules

Starter: $20
per user, per month
Pro: $35
per user, per month
Pro+: $70
per user, per month

Offerings

Pricing Offerings
Nutshell
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No

Entry-level Setup Fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Nutshell CRM
Considered Both Products	Nutshell Molly Schwartz Finance Manager Chose Nutshell QuickBooks is great for accounting needs, but Nutshell is a better CRM. It's more customizable allowing us to ensure our sales process is smooth and the same each time a customer uses our services. Incentivized Helpful? Jennifer Callaghan Marketing Coordinator Chose Nutshell We came from using Big Contacts, which was a simpler CRM program that we just simply outgrew. We entertained a few other CRM programs before deciding on Nutshell back in 2017. We did a demo with SalesForce and it was more advanced than what we needed. I honestly can't quite … Incentivized Helpful? LF Laci Fitch Marketing Coordinator Chose Nutshell 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 … Incentivized Helpful? DA Dan Aylward Senior Consultant Chose Nutshell My understanding is HubSpot CRM is cheap and strength is in marketing/blogs, etc. Nutshell CRM is easy to use and powerful tracking reports. Incentivized Helpful? Gregory Palenschat Prodcut Consultant Chose 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 … Incentivized Helpful? Chris Leisure Vice President of Operations Chose Nutshell We used Salesforce trial, but that was way too costly. We started using Nutshell CRM out of necessity, just to get organized and it seemed easy to use. We now use InfoFlo, simply because it is computer-based, unlimited installs, and a one-time cost. Incentivized Helpful? Andrew Bank CEO - Strategy, Product Management, and Business Development Chose Nutshell Nutshell is just as good as these others (for small-medium companies), is much easier to use, and offers more easy-to-use flexibility, and customization that would require an FT admin on these other tools. Incentivized Helpful? Phil Curtolo Director of Sales Chose Nutshell We transitioned from GoldMine to Nutshell about 4 years ago, and in fairness to GoldMine, we were using an older version of their software. It was installed locally and didn't have any remote accessibility, so doing anything from the road was a challenge, to say the least. We … Incentivized Helpful? Verified User Anonymous Chose Nutshell I have only used Nutshell CRM. Incentivized Helpful? Michael Burnham President Chose Nutshell We have used Dynamics CRM for many years. While the tool was indeed powerful, we found ourselves longing for something that has a lower "friction" to just getting things done. Incentivized Helpful? Catherine Corass Lead GEN 2 /Business Development Specialist Chose Nutshell I did not select Nutshell CRM. My employer has that information, but as far as I feel, Nutshell has better uses than Zoho CRM and can be used just as effectively in B2B relations. We only use Nutshell for candidate data, so business contacts are not mixed. Helpful?

Features

Nutshell CRM

Sales Force Automation

Comparison of Sales Force Automation features of Product A and Product B
	Nutshell CRM 5.6 Ratings 32% below category average
Customer data management / contact management	6.00 Ratings
Workflow management	10.00 Ratings
Territory management	6.00 Ratings
Opportunity management	10.00 Ratings
Integration with email client (e.g., Outlook or Gmail)	1.00 Ratings
Quote & order management	8.00 Ratings
Interaction tracking	1.00 Ratings
Channel / partner relationship management	3.00 Ratings

Customer Service & Support

Comparison of Customer Service & Support features of Product A and Product B
	Nutshell CRM 8.8 Ratings 15% above category average
Case management	9.70 Ratings
Call center management	8.00 Ratings

Marketing Automation

Comparison of Marketing Automation features of Product A and Product B
	Nutshell CRM 5.0 Ratings 41% below category average
Lead management	9.00 Ratings
Email marketing	1.00 Ratings

CRM Project Management

Comparison of CRM Project Management features of Product A and Product B
	Nutshell CRM 8.9 Ratings 16% above category average
Task management	9.00 Ratings
Reporting	8.80 Ratings

CRM Reporting & Analytics

Comparison of CRM Reporting & Analytics features of Product A and Product B
	Nutshell CRM 8.1 Ratings 7% above category average
Forecasting	8.00 Ratings
Pipeline visualization	7.80 Ratings
Customizable reports	8.60 Ratings

Customization

Comparison of Customization features of Product A and Product B
	Nutshell CRM 8.3 Ratings 10% above category average
Custom fields	8.00 Ratings
Custom objects	9.00 Ratings
Scripting environment	9.00 Ratings
API for custom integration	7.00 Ratings

Security

Comparison of Security features of Product A and Product B
	Nutshell CRM 7.5 Ratings 10% below category average
Single sign-on capability	9.00 Ratings
Role-based user permissions	6.00 Ratings

Social CRM

Integrations with 3rd-party Software

Comparison of Integrations with 3rd-party Software features of Product A and Product B
	Nutshell CRM 8.0 Ratings 9% above category average
Marketing automation	8.00 Ratings
Compensation management	8.00 Ratings

Platform

Comparison of Platform features of Product A and Product B
	Nutshell CRM 6.0 Ratings 20% below category average
Mobile access	6.00 Ratings

Best Alternatives
	Nutshell CRM
Small Businesses	Salesmate Score 10.0 out of 10
Medium-sized Companies	Creatio Score 9.7 out of 10
Enterprises	Creatio Score 9.7 out of 10
All Alternatives	View all alternatives

User Ratings
	Nutshell CRM
Likelihood to Recommend	9.0 (0 ratings)
Likelihood to Renew	10.0 (0 ratings)
Usability	7.0 (0 ratings)
Support Rating	9.5 (0 ratings)
Implementation Rating	8.0 (0 ratings)

User Testimonials
	Nutshell CRM
Likelihood to Recommend	Nutshell is very customizable making it a good fit for smaller companies with out huge budgets for these services. I would think in a larger scale business, you would want a system that is specifically designed for the particular industry. Incentivized Molly Schwartz Finance Manager Read full review
Pros	Nutshell is great with reminders from calls, emails, meetings, and activities it helps you track all of the necessary every day must-do activities. The best thing about Nutshell CRM is that multiple team members can refer to it whether they are in the office or on the road. Nutshell is great on a PC, Mac, or pretty much any mobile device. One of the many things that I personally like about Nutshell is how user-friendly it is. Once you work with it for a day or two everything is super easy to manage. Incentivized Gregory Palenschat Prodcut Consultant Read full review
Cons	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 LF Laci Fitch Marketing Coordinator Read full review
Likelihood to Renew	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 DA Dan Aylward Senior Consultant Read full review
Usability	It's a good system! However, it's not industry specific so we don have some workarounds to make it work for our company Incentivized Molly Schwartz Finance Manager Read full review
Support Rating	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 Jennifer Callaghan Marketing Coordinator Read full review
Implementation Rating	Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved Incentivized DA Dan Aylward Senior Consultant Read full review
Alternatives Considered	I did not select Nutshell CRM. My employer has that information, but as far as I feel, Nutshell has better uses than Zoho CRM and can be used just as effectively in B2B relations. We only use Nutshell for candidate data, so business contacts are not mixed. Catherine Corass Lead GEN 2 /Business Development Specialist Read full review
Return on Investment	Tracking - Nutshell allows us to track how many leads or coming for our prospecting or inactive account calling efforts, it has been great for showing results to our management team Organization - Nutshell gives us the opportunity to easily access account or contact history and make connections with the customers we interact with Incentivized Jennifer Callaghan Marketing Coordinator Read full review
ScreenShots