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
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 services analyzed on this page are merely a sliver of our entire CRM Software category and you should keep in mind that there might be more reliable alternatives available. If you would like to ensure you make the wisest choice for your team we definitely encourage you to try out more products first. You may also want to study our top 10 CRM Software list to see which solutions are currently the highest-rated ones and dominate the market.
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