Nutshell CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Collaborative Environment
- Customizable Sales Processes
- Lead Relationships Management
- Native mobile apps for Mac, iOS, and Android
- Powerful Sales Analytics Reports
- Seamless Integration with a variety of Business Apps
- Calendar Sync
- Click-to-Call
- One Click Task Creation
- Bulk Email Templates
- Nutshell Maps
- Nutshell Intelligence
- Contact Importing
- Sales Collaboration
- Email Ingestion
- BCC your Emails
- Sales Team Management
- Lead Confidence
- Real Time Notifications
- Activity Reports
- Funnel Reports
- User/Team Restrictions
- Quarterly Success Plan Reviews
- Multichannel Customer Support
Pricing Info
Pricing Info
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
- *Foundation has a 100 active leads limit
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)
Campaigns – From $ 5 per company (monthly)
- Easily build audiences from your CRM contacts
- No-code email builders (we also provide templates)
- Send Broadcasts (one-time), Newsletters (recurring) or Drip Sequences
- Connect your sales and marketing efforts
Landing Pages- $ 37 per company (monthly)
Unlimited landing pages creations
- Easy, no-code, drag and drop designs
- Over 30 templates to start from
- The ability to easily connect Nutshell Forms and Scheduler on your landing page
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)
- 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
Nutshell also provides a free trial to users.
Integrations
Integrations
Nutshell CRM offers a large list of native integrations with popular apps and business systems. An interesting opportunity offered by the company is expanding the system’s functionality with a number of Zapier-built integrations. Here are some of the apps Nutshell can be connected to:
- Olark
- Microsoft Exchange
- MailChimp
- Wufoo
- Google Sheets
- Google Apps
- Google Drive
- Google Contacts
- Dropbox
- Box
- PandaDoc
- Zendesk
- Gravity Forms
- RightSignature
- Quote Roller
- Yesware
- Kixie
- Slack
- RingCentral
- Pure Chat
- 40Nuggets
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Owl's Brew. Cafe Umbria, Human Element, Brothers Leather Supply
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
Nutshell CRM is a platform that enables organizational departments to collaborate on leads and sales in real time, and improve the quality of their customer relationships.
Company Email
info@nutshell.com
Contact No.
Company's Address
IRL, 212 South Fifth Ave.
Ann Arbor, MI 48104
USA
Nutshell CRM Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Flexible Calendaring and Events
- Automatic Address Book
- Insightly Notes, Evernotes and Comments
- Fast Search
- Custom Fields and Filters
- File Sharing to keep related records together and accessible
- Web to Contact forms
- Tags by keywords, contacts, projects
- Notification and Follow System
- Linking
- Mass Email Contacts with MailChimp Integration
- Create Milestones, Pipelines and Tasks for Projects
- Get Automatic Email Reminders
- Specify Roles for Contacts
- Track All Email Correspondence
- View Completed Tasks and Events by Project
- Include Any Files Associated with the Project
- View Task and Event Reports
- Easy file uploads
- Google Apps & Gmail
- Google Drive
- Evernote
- Other applications via the Insightly API
- Dashboard for quick lookups
- Tasks and Milestones
- Pipeline Activity Sets
- Opportunity Reports
- Easy to invite new users
- Set up teams
- Create user permissions
- Set up relationships, pipelines, and activity sets
- Add custom fields
- 128bit SSL security (military grade AES-256 encryption)
- Automatic backups
- Mobile site
- iOS app
- Android app
- Auto detection of email address, Twitter, and LinkedIn profiles
- Single click to see contact’s public online information
- REST-based Application Programming Interface (API)
- JSON and XML support
- Limited OData support
- HTTP Basic authentication to monitor calls to API
- Partnership with Logical Operations
- Simple, clear training course materials
- Unlimited customer support
Pricing Info
Insightly has a good selection of pricing tiers to cater just what your organization and system requires. A free 14-day trial is available so you can try all the advanced features in the Professional Plans. After the trial is over, you may choose to cancel, upgrade, or downgrade to a completely free plan.
Here are the details of Insightly’s available subscription plans:
Free Plan
- Up to 2 users
- 10 Mass Emails per day
- 2 Custom Fields per record type
- 2,500 Record Limit
- Self-Service support
- Lead and sales management
- Task and project management
- Mass email and custom email templates
- Custom reports and charts
- Accounting integrations
- OAuth Single Sign-On (SSO)
Plus Plan – $29/month per user billed annually or $35/month per user billed monthly
- 100,000 record limit
- 2,500 mass emails per day
- 50 custom fields per record type
- Email support
- MailChimp integrations
- Calendar and contact sync
- Scheduled reports and Smart alerts
- Custom branding
- Slack integration
- Email scheduling
- OAuth Single Sign-On (SSO)
- Lead and sales management
- Task and project management
- Mass email and custom email templates
- Custom reports and charts
- Accounting integrations
Professional Plan – $49/month per user billed annually or $59/month per user billed monthly
- 250,000 record limit
- 5,000 mass emails per day
- 100 custom fields per record type
- Priority email support
- Role-based permissions
- Lead assignment rules
- Workflow automation
- MailChimp integrations
- Calendar and contact sync
- Scheduled reports and Smart alerts
- Custom branding
- Slack integration
- Email scheduling
- OAuth Single Sign-On (SSO)
- Lead and sales management
- Task and project management
- Mass email and custom email templates
- Custom reports and charts
- Accounting integrations
Enterprise Plan – $99/month per user billed annually or $129/month per user billed monthly
- Unlimited records
- 10,000 mass emails per day
- 200 custom fields per record type
- Priority email support
- SAML-based Single Sign-ON (SSO)
- Role-based permissions
- Lead assignment rules
- Workflow automation
- MailChimp integrations
- Calendar and contact sync
- Scheduled reports and Smart alerts
- Custom branding
- Slack integration
- Email scheduling
- OAuth Single Sign-On (SSO)
- Lead and sales management
- Task and project management
- Mass email and custom email templates
- Custom reports and charts
- Accounting integrations
Integrations
Insightly integrates with the following business systems and applications:
- Google Apps
- Gmail
- Google Calendar
- Google Drive
- Evernote
- INinbox
- MailChimp
- Outlook 2013
- Quote Roller
- Torpio
- Zapier
- API access
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
InMotion, Moose Country Gear, Phillips Financial Planning, Reddit, ShuttleCloud
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
Insightly is a service that integrates customer relationship with project management in mobile and social platforms. Built for small businesses, Insightly offers enterprise-grade CRM features to help you get a complete overview of your business, track deliverables, and improve communication with your customers,
Company Email
email@insight.ly
Contact No.
Company's Address
434 Brannan Street, 2nd Floor
San Francisco, CA 94107
USA
Insightly Comparisons
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Every time you choose a service that you are sure will work best for your company you shouldn’t only pay attention to what reviewers have to say about it. In many cases individual experience with the software may change, depending on your own goals and needs. That’s the reason why in our reviews we also offer our User Satisfaction Rating for every service to give you an immediate overview of how actual users of Nutshell CRM and Insightly estimate their experience with the software. Our algorithm is based on detailed analysis of product mentions on other websites, social media as well as blogs, so you are going to receive a full and reliable picture of what other customers think about every app. In this example Nutshell CRM has a total satisfaction rating at 100% while for Insightly 95% of users claim they had an enjoyable experience with it.
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