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Nutshell is both simple and powerful

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Comparing CRM Software

There are a lot of CRMs out there, and it can be challenging to filter through all their features to find the one that best meets your team’s needs.

On this page, see how Nutshell—the best Next Action CRM that enables stress-free sales—and our other tools stack up against alternatives.

comparing nutshell crm
 

How to choose the right CRM

Selecting a CRM for your business can streamline your sales and marketing processes, improve team collaboration, and help you give customers the best possible experience. By asking the questions below, you’re well on your way to determining the best CRM for your needs.

Can the CRM grow with my team?

Sales collaboration software team collaboration screenshot

Your company’s needs may change over time, especially if you’re using a good CRM that helps drive growth.

Look for a platform with essential CRM features at even the lowest plan, plus advanced tools that empower your business as it expands. The best CRMs will include features like contact management, a sales pipeline, unlimited data storage, email templates, and sales reporting.

How easy is it to use and train team members on?

a screenshot of a demo pipeline for new customers on the Nutshell dashboard

Ease of use is a huge consideration when choosing any new software. The last thing you want is to spend time setting up a new CRM, only for your team to find it too difficult to use.

Look for a CRM with a user-friendly interface and plenty of helpful support resources to walk you through using the features. Then search through reviews on third-party review sites to see what other customers have to say about the platform’s ease of use.

What kind of support does it provide?

When something’s gone wrong in your software, you don’t need to be stuck without help—or forced to pay extra for basic support.

Consider a CRM with free live chat and email support. It’s also helpful to look at what hours support is available and whether they overlap with your company’s working hours.

What sorts of reports can I run?

a screenshot of the sales performance report in the Nutshell dashboard

As the central repository for your customer and sales data, CRMs are a rich source of insights.

You should be able to easily run sales, new leads, forecast, and custom reports with your CRM data. Depending on your organization’s needs, be on the lookout for advanced reporting and analytics features, like an audit log.

How customizable is the CRM?

a screenshot of a list of leads with a hot lead in the middle

You’ll also want a CRM with customization options so you can tailor the platform to suit your needs.

Look for a CRM that lets you customize your sales pipeline stages, set activity and task goals, customizable email templates, and custom fields. Being able to automate pipeline distribution, lead generation, and personal email sequences can make a huge difference in your team’s daily workflow.

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Which CRM has the features you need?

Our interactive worksheet compares the benefits offered by Nutshell, your existing contact management solution, and any other CRMs you’re currently evaluating.

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a piece of paper with the words Nutshell - 16 B2B cold email templates that sales experts swear by on it
 

Nutshell CRM Comparison

The CRM you use has a huge impact on your sales team’s organization and efficiency. When you choose a full-featured CRM that’s also easy to use, includes additional tools to power up your sales and marketing strategies, and provides free, live customer support, you’re setting yourself up for success.

Compare these Nutshell alternatives head-to-head to see how they measure up:

 

Focus on features that drive growth

Not all CRMs are created equal. Some offer tons of features in a complicated platform your team will never use, while others rope you into sneaky implementation packages or include arbitrary feature limits to force upgrades.

The CRM features you really need will help your team cultivate stronger customer relationships and real business growth.

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Nutshell is designed to:

Compare Email Marketing Software

Integrating your email marketing platform with your CRM is critical for understanding how your marketing efforts drive sales. Nutshell’s native email marketing software, Nutshell Campaigns, has all the essential and advanced email marketing features you need to connect with contacts at every stage of the funnel. 

Check out these alternatives to Nutshell Campaigns to see why Nutshell comes out on top:

 

 

Compare Meeting Scheduling Software

When you have combined meeting scheduler and CRM functionality in a single platform, you can do more than book and manage appointments. Nutshell Scheduler gives your team the flexibility to create and book meetings with prospects and customers, then turn meetings into real business growth.

See how these alternatives to Nutshell Scheduler stack up:

 

 

Compare Landing Page Builders

Landing pages are a key tool for developing strong marketing campaigns and converting specific segments of your audience. When you combine your landing page builder and CRM in the same platform, you get the insights you need to nourish relationships to drive growth. And Nutshell Landing Pages has the advanced features you need to build high-converting landing pages for your business.

Compare these Nutshell Landing Page alternatives to see how they measure up:

Thousands of powerful integrations

Nutshell—the best Next Action Selling CRM on the market

To strengthen relationships with customers and drive revenue for your business, you need a CRM that will help you fill your pipeline with high-quality leads and close more deals.

Nutshell’s sales and marketing features are built to give teams the power to map efficient sales processes, automate follow-up, get the bigger picture of relationships, and generate reports to drive better decisions.

Whether you’re new to CRMs or tired of your current platform, Nutshell has all the essential and advanced CRM features you need.

  • Sales automation so you can design the perfect sales process and focus on the activities that make the biggest impact
  • Contact management so you can track the entire timeline of your relationships and keep important information front-and-center for your team
  • Team collaboration features like @-mentioning and mobile alerts to ensure everyone is on the same page
  • Built-in email marketing so you can design professional email campaigns, quickly create targeted audiences, A/B test your messaging, and track success

Our award-winning CRM has a proven track record of helping more than 5,000 companies around the globe generate more leads and make more sales. And with a range of free support services and easy-to-understand pricing, getting started with Nutshell is easy.

 

Frequently asked questions

  • Is there a contact or data limit in Nutshell?

    Nope! Nutshell comes standard with unlimited CRM contacts and no data limits. Nutshell Campaigns subscriptions require an additional monthly charge based on your number of marketable contacts.

  • Can I get customer support while on Nutshell’s free trial?

    Absolutely! Anyone in a free trial gets the same live chat and email support that paying Nutshell customers do—because that’s how we roll.

  • Can I add team members to Nutshell while on the free trial?

    You sure can. Add as many team members as you want to Nutshell during your free trial to get everyone’s input and make the best decision for your team. To invite teammates, just click on ‘Settings’ and ‘Users & teams.’

  • Will I need IT to implement Nutshell?

    Only if you spill your coffee on your keyboard. Nutshell is an out-of-the-box, cloud-based tool, so there’s no need to get the techies involved. And that means you can use it from anywhere, too.

  • Does Nutshell work with my email?

    Yep. Nutshell works with all email providers and clients, including Google and Outlook. You’ll never have to worry about your email not syncing with Nutshell.

  • How do I compare CRM software?

    Compare CRM software by analyzing the features, pricing plans, support options, integrations, and customer reviews of various CRM platforms. It’s a good idea to start with a clear idea of your business needs and budget so you have a guideline for your CRM comparison.

  • How do I choose a good CRM?

    The best CRM is the one that your team actually uses. A good CRM should provide essential and advanced features to help your business grow, offer robust support, and be a worthwhile investment.

See Nutshell in action!

Try Nutshell free for 14 days or let us show you around before you dive in.

 

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