Nutshell CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Collaborative platform
- Sales automation
- Lead relationships management
- Mobile apps
- Sales analytics
- Performance tracking & reporting
- Integrations
- Bulk email templates
- Import contacts
- Notifications
- Multi-channel customer support
Pricing Info
Pricing Info
Nutshell CRM provides tiered pricing across its Sales, Marketing, and Engagement suites. The Sales plans range from a basic Foundation level with a lead limit to an Enterprise option with extensive features and support. Access to Marketing and Engagement requires a Sales subscription, offering free basic tiers and more advanced paid Pro tiers with features like A/B testing and SMS. A free trial is available for all offerings.
Nutshell Sales
Foundation – $13 per user/month (yearly) or $19 per user/month (monthly)
- Unlimited storage, contacts & accounts
- Contact management and communication timelines
- Email and calendar sync
- Customizable single sales pipeline
- Free live support
- 100 active leads limit
- Free access to Nutshell Marketing and Engagement Foundation tier
Growth – $25 per user/month (yearly) or $32 per user/month (monthly)
- Everything in Foundation, plus:
- Activity and Email reports
- Sales and Activity quotas
- Pipeline stage goals
- Up to 25 custom fields
- No open leads limit
Pro – $42 per user/month (yearly) or $49 per user/month (monthly)
- Everything in Growth, plus:
- 5 customizable pipelines
- Sales automation
- Personal email sequences
- Full reporting suite, including Activity, Funnel, and Forecast reports
- Meeting scheduling software (lite version)
Business – $59 per user/month (yearly) or $67 per user/month (monthly)
- Everything in Pro, plus:
- Increased pipelines, territories, markets, teams and more
- Unlimited Notetaker usage (AI-powered speech-to-text transcription)
- Meeting scheduling software (full version)
- Audit log and changelog
- Send email templates directly from Gmail
Enterprise – $79 per user/month (yearly) or $89 per user/month (monthly)
- Everything in Business, plus:
- Unlimited pipelines
- Unlimited custom fields, teams, currencies, and territories
- Read-only SQL access
- Multiple currencies
- Free scheduled phone support
- API support
Nutshell Marketing
A Nutshell Sales subscription is required in order to have access to Nutshell Marketing
Foundation – $ 0 per company/month (monthly)
- Included with your Nutshell Sales Suite plan
- Website buyer journey
- Basic lead attribution
- Email marketing: Broadcasts, Newsletters & Drip campaigns (150 monthly trial sends included)
- No code email builder
- No code landing page builder (Nutshell branded)
Pro – $ 49 per company/month (monthly)
- Everything in Foundation, plus:
- A/B testing for email Broadcasts & Newsletters
- No code landing page builder
- Advanced lead attribution
- Higher limits on webforms
- SMS marketing (150 monthly credits included)
- Advanced forms and email marketing reporting
Nutshell Engagement
A Nutshell Sales subscription is required in order to have access to Nutshell Engagement
Foundation – $0 per user/month (monthly)
- Included with your Nutshell Sales Suite plan
- Unlimited access to Nutshell Chat during the beta period
- Allow website visitors to start chats with your team directly from your website
- Gather information about visitors through forms
- Assign Chat threads to the right agent
- Manage Chat threads and save every conversation for later
Pro – $ 16 per user/month (monthly)
- Everything in Foundation, plus:
- Hold personal, two-way conversations via Nutshell SMS
- Includes a local phone number for your business, so your whole team shares one phone number
- Send 150 free outbound messages per user
- Leverage SMS automation to send texts at the right points in your pipeline and more
Integrations
Integrations
-
Box
-
MailChimp
-
Microsoft Exchange
-
Twitter
-
Olark
-
Wufoo
-
Google Apps
-
Google Sheets
-
Google Contacts
-
Google Drive
-
Dropbox
-
Zendesk
-
RightSignature
-
Quote Roller
-
40Nuggets
-
Yesware
-
Kixie
-
Slack
-
Gravity Forms
-
Pure Chat
-
Zapier
-
RingCentral
-
PandaDoc
-
Calendly
-
Gmail
-
Intercom
-
Office365
-
Quickbooks
-
Zoom
-
Wufoo
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Bloomerang, Cafe Umbria, Silverbull
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Flexible online CRM platform for sales automation and collaboration.
Company Email
Contact No.
Company's Address
Ann Arbor, Michigan
USA
Nutshell CRM Comparisons
Popular Nutshell CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Keep real-time activity history
- Unlimited contacts per record
- Customer service tickets
- Automatic “lead status only”
- Share opportunities
- Share calendars
- Share documents with assigned roles
- Method Integration Engine
- Real-time sync for invoices, time track entries, and customer data
- Access CRM via web browser anywhere
- QuickBooks lists syncing
- QuickBooks transaction syncing
- View all QuickBooks transactions in one place
- Invoice customization
- Drag-and-drop tools
- Custom fields and tables
- Custom screens
- Custom buttons and actions
- Custom reports, charts and graphs
- Customer payment portal to view and pay invoices
- Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
- Accepts PayPal
Pricing Info
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
- Real-time QuickBooks Synchronization
- Customer and Vendor Management
- Lead Management
- Contact Records and Communication History
- Self-service Portals
- Emails and Activities
- Calendar
- Workflow Automation
- Custom Reports
- Activities Reports
- Customization
- Integrations
- User Permissions Control
- Google and Intuit SSO
- Data Import and Export
- Free One Hour Customization Consultation
- Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
- All Contact Management Features
- Estimates
- Sales Orders
- Invoices and Sales Receipts
- Payment Processing
- Payment Acceptance through Contact Portals
- Opportunity Stages
- Sales Opportunities
- Web to Lead Forms
- Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
- All CRM Pro features
- Purchase Orders management
- Bills management
- Customer support cases management
- Support cases in portals
- Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Integrations
Method:CRM integrates with the following platforms:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Gmail
- Google Calendar
- Outlook
- MailChimp
- Zapier
- PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Company Email
method@method.me
Contact No.
Company's Address
Method:CRM
410 Adelaide St. West
3rd Floor
Toronto, Ontario M5V 1S8
Canada
Method:CRM Comparisons
Popular Method:CRM Alternatives
The software analyzed on this page are only a small sample of our complete CRM Software category and you should take into account that there could be better alternatives available. If you would like to guarantee you make the best possible choice for your company we definitely encourage you to compare more software first. You may also want to consult our top 10 CRM Software ranking to find out which solutions are in the current year the highest-ranking ones and dominate the market.
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