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About

ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data.

About

Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Franchise Brands searching for unit growth and improved FranDev results

Audience

Small and medium-sized businesses with inside sales teams, across multiple industries.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Pricing varies by customer need
Free Version Not Supported
Free Trial Supported

Pricing

$13.00/month/user
Nutshell Sales: From $13/user per month.

Nutshell Marketing: Pricing based on # of marketable contacts, starting at $5/month.

Nutshell Engagement: $16 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.6 / 5
ease 4.6 / 5
features 4.4 / 5
design 4.4 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • Easy to Use and Effective Makes Customer Tracking Easy Clean, User-Friendly CRM Simple, Intuitive, and Reliable
  • One of the standout features of Nutshell CRM is its user-friendly interface. The clean, intuitive design makes it incredibly easy for team members to navigate and get up to speed quickly, even if they're not particularly tech-savvy. This simplicity doesn't sacrifice functionality, as the CRM also offers comprehensive reporting and analytics. With customizable reports and a dynamic dashboard, Nutshell provides valuable insights into sales performance, lead generation, and customer interactions. This combination of ease-of-use and powerful reporting tools makes it an ideal solution for teams looking to streamline their workflows while gaining actionable business insights.
  • Nutshell is easy to adopt and intuitive for sales teams, which leads to higher usage and better data quality. Pipelines and fields are flexible enough to reflect real sales processes without overcomplication. Visibility into deals, activities, and follow-ups is clear, making it easier for managers to coach and forecast effectively.
  • Nutshell is a user-friendly CRM that works well for managing contacts and sales activity. It’s intuitive and keeps our pipeline organized. Some advanced features may require setup and customization, but overall it’s a dependable tool.
  • Ease of use Ability to group contacts together based on location Tracking leads and contacts Frequent updates

Cons

  • Some features take a little time to fully learn but not difficult at all
  • While Nutshell offers a lot of great features, there are a few areas that could be improved. Some users may find the lack of advanced customization options in certain areas, like the user interface or reporting templates, a bit limiting. Additionally, while it integrates with many tools, it doesn't support as wide a range of integrations as some other CRMs, which could be a drawback for teams using more niche software.
  • Advanced reporting and automation are more limited compared to larger enterprise CRMs, and highly complex workflows may require workarounds. Teams looking for deep native marketing automation or heavy customization at the enterprise level may find Nutshell intentionally streamlined rather than exhaustive.
  • There are too many features and settings and it can get very confusing.
  • Sometimes buggy. Pages can freeze up but resolves itself with page refresh.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

ClientTether
Founded: 2014
United States
www.clienttether.com/

Company Information

Nutshell
Founded: 2009
United States
www.nutshell.com

Alternatives

Alternatives

monday CRM

monday CRM

monday.com
HubSpot CRM

HubSpot CRM

HubSpot
Maximizer CRM

Maximizer CRM

Maximizer Software
monday CRM

monday CRM

monday.com

Categories

Construction CRM Supported
Contact Management Supported
CRM Supported
Customer Advocacy Supported
Customer Loyalty Supported
Customer Success Supported
Inside Sales Supported
Lead Capture Supported
Lead Management Supported
Quoting Supported
Real Estate CRM Supported
Sales Supported
Sales Enablement Supported
Sales Engagement Supported

Categories

AI CRM Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Email Marketing Supported
Fatigue Management Supported
Inside Sales Supported
Insurance CRM Supported
Lead Management Supported
Sales Analytics Supported
Sales Enablement Supported
Sales Engagement Supported
Sales Tracking Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Not Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Not Supported
Performance Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Marketing Automation Features

A/B Testing Not Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Not Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Not Supported
Search Marketing Not Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Not Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Supported
Task Management Supported
Templates Supported
Workflow Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Appointment Reminder Features

Appointment Scheduling Supported
Calendar Management Supported
Call Reminders Supported
Email Reminders Supported
Online Booking Supported
Payment Reminders Supported
Recurring Appointments Not Supported
Rescheduling Supported
SMS Messaging Supported
Two-Way Messaging Supported

Appointment Scheduling Features

Appointment Reminders Supported
Automated Scheduling Supported
Calendar Sync Supported
Client Database Supported
Group Scheduling Supported
Mobile Access Supported
Multi-Location Supported
Online Booking Supported
Online Payments Supported
Recurring Appointments Not Supported
Room Booking Management Not Supported

Customer Advocacy Features

Advocate Management Not Supported
Campaign Management Supported
Communication Management Supported
Community Management Not Supported
Gamification Not Supported
Referral Tracking Supported
Reporting/Analytics Supported
Rewards Program Not Supported
Social Engagement Not Supported

Customer Engagement Features

Analytics Supported
Churn Management Not Supported
Communication Management Supported
Community Management Not Supported
Content Syndication Not Supported
Feedback Collection Supported
Gamification Not Supported
Live Chat Not Supported
Video Content Supported

Customer Experience Features

Action Management Supported
Analytics Supported
Customer Segmentation Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Not Supported
Multi-Channel Collection Not Supported
Sentiment Analysis Not Supported
Survey Management Not Supported
Text Analysis Not Supported
Trend Analysis Not Supported

Customer Loyalty Features

Corporate Memberships Not Supported
CRM Supported
Customer Activity Tracking Supported
Discount Management Supported
Gift Card System Not Supported
Loyalty Card System Not Supported
Member Portal Not Supported
Membership Management Not Supported
No-Card Loyalty System Not Supported
Referral Tracking Supported
Rewards Management Not Supported

Customer Reference Management Features

Nomination Tracking Supported
Program Notices Not Supported
Reference Usage Tracking Supported
Reward Distribution Not Supported
Search Supported

Customer Success Features

Account Alerts Supported
Account Management Supported
Communication Management Supported
Customer Engagement Supported
Customer Lifecycle Management Supported
Health Score Not Supported
Onboarding Supported
Revenue Management Supported
Usage Tracking / Analytics Supported
Win / Loss Analysis Supported

Direct Mail Automation Features

A/B Testing Not Supported
Analytics/Reporting Supported
Campaign Management Supported
Data Import/Export Supported
Delivery Tracking Not Supported
Design Management Not Supported
Event Triggered Mailings Supported
List Scrubbing Not Supported
Mailing List Purchasing Supported
Mailing Services Integration Supported
Pre-made Templates Supported
Printing Services Integration Supported
Response Alerts Supported

Franchise Management Features

Appointment Scheduling Supported
Automatic Re-ordering Not Supported
Commission Management Supported
Construction Tracker Supported
Contract Management & Signature Supported
CRM Supported
Franchise Intranet Not Supported
Job Scheduling Supported
LMS / Training Not Supported
Marketing Supported
Onboarding Supported
Online Store Not Supported
Reputation Management Supported
Website Manager Not Supported

Lead Capture Features

Business Card / Badge Scanning Not Supported
Dashboard Supported
Data Extraction Not Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Supported
Requirements Management Supported
Revision Management Supported
RFP Management Not Supported
Task Management Supported
Templates Supported
Version Control Supported

Quoting Features

Automated Quoting Not Supported
Catalog Management Supported
Client Portal Not Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Not Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Not Supported
Referral Tracking Supported
Segmentation Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Not Supported
Forecasting Supported
Project Management Not Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Not Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Inside Sales Features

Auto-Dialing Not Supported
Call List Management Supported
Call Recording Supported
Campaign Management Not Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Not Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Not Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Not Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Not Supported
Segmentation Supported
Social Marketing Not Supported
Website Visitor Tracking Not Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Not Supported
Document Management Not Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Not Supported
Performance Management Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Not Supported

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Not Supported
Task Management Supported
Templates Not Supported
Workflow Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Not Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Not Supported
Auto-Responders Not Supported
CAN SPAM Compliance Supported
Customer Surveys Not Supported
Drip Campaigns Supported
Dynamic Content Not Supported
Event Triggered Email Supported
Image Library Not Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Online Form Builders Features

Artificial Intelligence Not Supported
Assign Roles / Permissions Supported
Collaboration Tools Not Supported
Conversational Forms Not Supported
Data Tables Not Supported
Drag & Drop / No Code Supported
Export to PDF Not Supported
HIPAA Compliant Not Supported
Import Existing Forms Not Supported
Mobile Forms Supported
Offline Forms Not Supported
Pre-made Templates Supported
Quizzes / Questionnaires Not Supported
Reporting / Data Visualization Not Supported
Signup Forms Supported
Surveys Not Supported

Sales Analytics Features

Collaboration Tools Supported
Dashboards Supported
Forecasting Analytics Supported
Ideal Customer Profile (ICP) Not Supported
Lead Analytics Supported
Pipeline Management Supported
Predictive Forecasting Supported
Predictive Lead Scoring Supported
Sales Intelligence Reporting Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Not Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Not Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Integrations

Gmail Supported
Microsoft Outlook Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Zapier Supported
Acculynx Supported
Ariglad Not Supported
Box Not Supported
Chat Agents Not Supported
Checkfront Not Supported
Google Calendar Supported
HubSpot CRM Not Supported
Kindo Not Supported
KrispCall Not Supported
Mailchimp Not Supported
Microsoft 365 Not Supported
Microsoft Exchange Not Supported
RingCentral Automatic Call Recording Not Supported
Trello Not Supported
Unbounce Not Supported

Integrations

Gmail Supported
Microsoft Outlook Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Zapier Supported
Acculynx Not Supported
Ariglad Supported
Box Supported
Chat Agents Supported
Checkfront Supported
Google Calendar Not Supported
HubSpot CRM Supported
Kindo Supported
KrispCall Supported
Mailchimp Supported
Microsoft 365 Supported
Microsoft Exchange Supported
RingCentral Automatic Call Recording Supported
Trello Supported
Unbounce Supported
Claim ClientTether and update features and information
Claim ClientTether and update features and information
Claim Nutshell and update features and information
Claim Nutshell and update features and information