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
- Drag-and-drop administration
- Multiple accounts
- Account hierarchies
- Multiple pipelines and views
- Product Catalogue
- Dynamic organization chart
- Buying Center
- Contact management
- Social selling
- Social media feeds
- Custom profiles and views
- User access permissions
- Template designer for forms
- Auto-calculated fields
- Visual lead management
- Dynamic Target
- Bulk updates
- Document management
- History log
- Notes management
- Activity Stream
- Target Overview
- Notifications
- Suggestions
- Business Overview
- Archive tool
- Opportunity Tracking
- Sales Task Management
- Sales Process Mapping
- Offline CRM
- Built-in HELP
- Sales reports
- Performance Insight Instant Views
- Sales Velocity monitoring
Pricing Info
Pipeliner CRM offers four pricing plans, all billed annually:
Starting at $65/user/month
- Accounts Management
- Contacts Management
- Unlimited Accounts & Contacts
- Feeds (Built-in Internal Messaging)
- Import Accounts and Contacts from CSV files
- Leads Management
- Opportunities Management
- Unlimited Leads & Opportunities
- Opportunities and Leads Pipeline View
- Opportunities, Leads, Accounts, Contacts and Activities List View
- Opportunities, Leads, Accounts and Contacts Compact View
- Opportunities, Leads, Accounts and Contacts Map View
- Dynamic Velocity View
- Dynamic Target Views
- Target Multiple KPIs
- Custom Profile Views
- Tasks Management
- Appointments Management
- Unlimited Tasks & Appointments
- Tasks and Appointments Calendar View
- Reminders
- Mobile Apps (iOS and Android)
- Calling Integration (over Mobile)
- Email Automation
- Mass Email Tracking
- Customizable Email Templates (Text & HTML)
- Email Personalization
- Email Integration
- Import Accounts & Contacts from CSV files
- Import open Leads & Opportunities from CSV files
- Standard Table Reports
- Pivot Table Reports
- Custom Pipeline Stages
- Custom Fields for Opportunity, Lead, Account and Contact Form
- Custom Standard Fields for Products
- Unlimited Custom Fields
- Custom Field Description/User Hint
- Custom Web Resource Fields
- Custom Fields Calculations
- Custom Fields Validation Rules
- Custom Fields Pick-Lists
- Custom Fields Dynamic Dropdowns
- Custom Fields Auto-Number Fields
- Custom Products and Services Catalog
- Office 365 Automatic Email Sync
- Exchange Automatic Emails Sync
- Office 365 Inbox Add-In for Outlook
- Contacts Sync to Outlook (Office 365 and Exchange)
- Tasks Sync to Outlook (Office 365 and Exchange)
- Appointments Sync to Outlook (Office 365 and Exchange)
- Send and Track Emails directly from PL (Office 365)
- Mass Email Tracking (Office 365)
- Customizable Email Templates (Office 365)
- Automation Hub Integrations
- SSL Encryption
- Encryption at Rest
- GDPR Compliance
- 30 MB Attachment Limits
- Attachment Type Restrictions
- Email Domain Restrictions
- Daily Database Backups
- SSL Encryption
- Encryption at Rest
- Online Onboarding Guidance
- User Training (Online course)
- Admin Training (Online course)
Business – $85/user/month
- All Standard features
- Documents Management
- Custom Template Docs and Spreadsheets (Office 365 and Google Docs)
- Notes Management
- Navigator Dashboard
- Opportunities and Leads Archive View
- Multiple Currencies
- Tasks Board View
- Appointment Timezone Checker
- Recurring Tasks
- Activities 1-to-Many to Any
- Export Accounts/Contacts to Excel/CSV
- Export Leads/Opportunities to Excel/CSV
- Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
- Bulk Ownership Updates
- Merge Contact & Accounts
- Dashboard Reports
- Multiple Custom Pipelines
- Custom Fields per Pipeline Stages (Sales Actions)
- Custom Activities per Pipeline Stages (Sales Activities)
- Custom Business Units
- Save Email Attachments to Pipeliner Records
- Google Drive Integration
- Custom (Bespoke) Integration possible
- Assigned Account Manager
- API Actions Limits
- Onboarding Consultancy and Customisation
- User Training (Web Sessions with Pipeliner Trainer)
- Manager Training (Web Sessions with Pipeliner Trainer)
- Admin Training (Web Sessions with Pipeliner Trainer)
- Standard Data Import from CSV
- Custom Data Migration
Enterprise – $115/user/month
- All Standard and Business features
- Visual Opportunities and Leads Buying Center
- Opportunities Bubble Chart View
- In-App Notifications
- Advanced Reports
- Forecast Reports
- Insights
- Custom User Roles and Permissions
- Custom Accounts Relations
- Custom Standard Fields for Activities
- Custom Activity Types
- Custom Fields Field Permissions
- SharePoint Integration
- Sandbox Environment
- Single Sign-On (SAML 2.0)
- Prioritized Technical Support
- Telephone Technical Support
- Pipeliner Quarterly Review
- Onsite Training
Integrations
Pipeliner CRM offers integrations with over 200 apps for productivity, collaboration, accounting, and eCommerce. These apps include:
- Freshbooks
- Sage Intacct
- Clearbit
- FullContact
- Ethereum
- Zapier
- Dropbox
- Google Drive
- Shopify
- Magento
- Calendly
- EventBrite
- MS Office
- monday
- Wrike
- Google Forms
- SEMrush
- Freshdesk
- Zendesk
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
MTN Business, Tiger, ManpowerGroup
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 sales CRM and automation software that boosts adoption rates and ROI through a highly visual interface, numerous customization options, and robust reporting capabilities. It helps you manage your pipeline to turn leads into sales and sales to repeat purchases. It also generates reports and insights within its dashboard.
Company Email
info@pipelinersales.com
Contact No.
Company's Address
15243 La Cruz Dr
Suite 492
Pacific Palisades, CA 90272
United States
Pipeliner Comparisons
Popular Pipeliner Alternatives
Almost as essential as features and customer support quality are pricing plans made available by Nutshell CRM and Pipeliner. Even though cost should not be a deciding factor it’s surely a significant thing to think about. You should look for a flexible pricing plan that can be matched with your company size and painlessly scaled up if your company grows. Be sure that you don’t opt for plans that include additional functionalities that you won’t find a use for and always try to get in touch with the vendor directly as enterprises can usually benefit from discounts. You should also check out a free trial or demo of each solution to spend at least some time on actual work with the system. It’s a valuable experience that doesn’t need you to pay any money and gives you a solid overview of what it’s like to work with Nutshell CRM and Pipeliner.
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