MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

Compare Redtail CRM vs Nutshell CRM

What is better Redtail CRM or Nutshell CRM? With different features, pricing, details, and more to compare, choosing the right CRM Software for your business is challenging. However by using our system, it is simple to match the characteristics of Redtail CRM and Nutshell CRM together with their general SmartScore, respectively as: 9.0 and 9.4 for overall score and 100% and 100% for user satisfaction.

You can also assess them feature by feature and see which application is a better fit for your enterprise. Keep in mind to get a free trial first prior to opting in for a plan to get a firsthand experience how the solution can help you in real setting.

We are aware that not all companies have the time to test dozens of various products, so we prepared a list of suggestions that you may find useful. Our top choices for the CRM Software category are: Salesforce CRM, Freshsales, HubSpot CRM.

NOAWARDS
YET

SmartScore™

OUR SCORE 9.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $99

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Automated Workflows
  • If-Then Scenarios in Workflow Steps
  • Task Management
  • Seminar Management
  • Categorize and Tag Records
  • Clients’ Data Tracking
  • Reports
  • Activities Management
  • Free Database Migration
  • Integrations
  • Broadcast Emails

Pricing Info

Redtail CRM offers a single enterprise pricing plan for all users. Here are the details:

  • $99/month/database
  • Includes 15 users
  • Unlimited leads, contacts, reminders, and tasks
  • Complimentary database conversions
  • Broadcast emails
  • Mobile app
  • Custom exporting
  • Access anywhere, anytime
  • Backup and disaster recovery
  • Document management
  • Workflow processes
  • Categorize and tag client records
  • Detailed reports
  • Seminar management
  • Free support

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

KMS Financial Servies Inc., Cambridge Investment Research Inc., United Planners Financial Services

Integrations

Redtail CRM works seamlessly with the following services:

  • Morningstar
  • Riskalyze
  • LaserApp
  • Allbridge
  • MoneyGuidePro

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Redtail CRM is a web-based customer relationship management software which is designed exclusively for financial professionals.

Company Email

support@redtailtechnology.com

Contact No.

Company's Address

11285 Pyrites Way, Suite B
Gold River, CA 95670
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 9.4

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $19

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

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

Nutshell CRM is available in three pricing options. You may also try its 14-day free trial to test out its features.

Starter – $19/user/month billed annually or $22/user month-to-month

  • Sales activity and results dashboard
  • Single sales pipeline
  • Standard sales reporting
  • Team collaboration capabilities

Pro – $35/user/month billed annually or $39/user month-to-month

  • All Starter plan features
  • Advanced reporting
  • Cross-sell and upsell automation
  • Multiple sales pipelines
  • Sales process automation
  • Team coaching tools
  • Unlimited click-to-call and recordings

Pro+ – $69/user/month billed annually or $79/user month-to-month

  • All Pro plan features
  • Dedicated customer success manager
  • “First in line” technical support
  • Free training for new employees
  • Training on new Nutshell features
  • Quarterly business reviews

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Owl's Brew. Cafe Umbria, Human Element, Brothers Leather Supply

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
  • Twitter
  • 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

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

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

HubSpot CRM

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

free

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Customize views
  • Deal and Task Board
  • Hubspot Marketing Synchronization
  • Drag and Drop Communicator
  • Email Integration
  • Phone Integration
  • Website Integration
  • Enrichment
  • Social Media
  • Company Database
  • Website Visitors
  • Email Connections
  • Sidekick Integration
  • CRM Details
  • Templates, Tracking, and Scheduling

Pricing Info

HubSpot CRM is 100% free and includes the following features for an unlimited amount of time:

  • Contact management
  • Contact & company features
  • Company records
  • Gmail & Outlook integration
  • Documents
  • Forms
  • Contact activity
  • Facebook & Instagram lead ads
  • Canned snippets
  • Email scheduling
  • Email tracking notifications
  • Email templates
  • Conversations inbox
  • Team email
  • Live chat
  • Conversational bots
  • Calling
  • Meetings
  • Deals
  • Tasks
  • Ticketing
  • Reporting dashboard
  • Prospects

 

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

TUI Travel, ABBYY, Shoretel

Integrations

HubSpot supports integrations with the following business systems and applications:

  • GoToWebinar
  • Salesforce
  • Pocket
  • Instapaper
  • Magento
  • Zapier
  • Wistia
  • LeadPages
  • SurveyMonkey
  • Shopify
  • Brightinfo
  • Invoca
  • SlideShare
  • Eventbrite
  • WordPress
  • Google Chrome
  • Google Drive
  • DropBox
  • Sidekick
  • Base CRM
  • Pipedrive CRM
  • Bigcommerce
  • Snapengage
  • Gravity Forms
  • DataHero
  • Wufoo Forms
  • Uberflip
  • Netsuite
  • Zoho CRM
  • SugarCRM
  • ReadyTalk
  • GoChime
  • Zerys
  • Scripted
  • Microsoft Dynamics
  • Membrain
  • RelateIQ
  • Perfect Audience
  • HelloSign
  • Appcues
  • Infer
  • HubSpot Marketing, Sales & Service

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

HubSpot CRM is the winner of our 2019 Best CRM Award. It is a free CRM platform that offers a powerful set of tools that can transform the way your team works.

Company Email

Contact No.

Company's Address

25 First Street, 2nd Floor
Cambridge, MA 02141
USA

It may not always be enough to just compare Redtail CRM and Nutshell CRM with one another. While reliable tools, pricing and customer comments are all crucial and should be taken into account when making a final choice, you should also pay attention to the recognition and awards claimed by each solution. In many cases a less dominant service may turn out to be an excellent choice that was distinguished with SaaS awards such as our Exceptional Customer Support Award which shows that in spite of lesser market presence it’s a worthy contender to the apps that dominate the market.

Page last modified