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About

Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies all over the world

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$50 per user per month
Free Version
Free Trial

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
Free Trial

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.3 / 5
design 4.7 / 5
support 4.4 / 5

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

  • -HubSpot Sales Hub is a robust platform that helps us to track and approach leads systematically. -Easy to use, with a little training team can onboard. -Allows to automate the sales processes. -Also, you can build a pipeline from scratch. -The user interface is visually appealing.
  • It has better control over the sales of this platform since it automates the records of income without having to make manual entries, it is enough to integrate the different means of payment to keep track without having to manually record who has paid and how much you get entering my company in every certain period of time. With this I was able to mark a point of before and after within my company since good results have been seen when it comes to managing income automatically. Virtually anyone can start this platform without any problem, it is very customizable and easy to use. In addition to the fact that it does not stop there, if people want to deepen its use, it is possible since more features can be added depending on the plan that is chosen to be able to use this sales management platform. So I can say that it is very scalable when it comes to adding new features that allow you to improve the sales flow of your company. You can easily organize contacts and add any important data, as well as follow up on that contact to generate a more personalized sale when you need some help. It does not matter if the client is a person or a company, all possible details can be added, they can even be tagged to be able to schedule it in groups in the case of similar clients, this with the aim of having a better workflow. It is possible to integrate the marketing team with sales, it is very excellent to be able to do this since I can unify different departments within a platform which can share information such as contacts and reports. So it is very useful to have the management of sales and marketing data in one space making everything easier and leading to better sales. In addition, thanks to the fact that I can share the reports, I have been able to observe the impact of my marketing in relation to the sales that have achieved that impact that it has caused.
  • I would say, Hubspot SalesHub is made for boosting up the sales and gathering leads. It helps you to intelligently approach leads. As we checked in reports our sales and leads are increased from the first most of adding this in our business. Its real-time tracks every leads from email and other marketing.
  • This software helps to turn lead into your customers. Hubspot is a highly scalable sales CRM that controls all of the sales and marketing structure. Setting up this solution is not very complex. The user reports and behavior helped us to reach the right user at right time.
  • It integrates with Hubspot CRM, which makes it more robust for sales processes. It has the best reporting capability. It gets connected with emails to track activity and capture leads for better conversions. You can also automate the sales processes, which saves lots of time.

Cons

  • The plan pricing is on the higher side. No other cons.
  • It is difficult to configure customer payments when they are going to pay in different deposits, for me it would not be a problem if customers have different payment methods, so this platform should allow you to add different payment records into one. This would save me time in being able to automate everything within this platform without having to do everything manually and having the billing details elsewhere where the different payment methods that a client has used are clearly visible. The email integration does not do it well at all, even with Gmail when you want to keep track of customer conversations, this is annoying because sometimes the conversations do not synchronize well, it is as if the client sent me different emails , however, in Gmail it comes out as if it were a thread of a conversation. You can get around this problem by adding a plugin for HubSpot, but it's a bit risky because it's not safe for an extension to read email messages when it comes to maintaining customer privacy. The function of being able to add the call record when a customer returns the call is missing, this would be recorded in order to have better control in terms of customer service, since if any of my sales team calls a customer and the conversation continues on a call that the customer made this will not be recorded and it will be seen as the staff never continued the call with the customer as the call made by the customer cannot be recorded anywhere. I hope that in the near future WhatsApp can be integrated without any problem, just as it happens in Gmail, this would make it easier to have better control in conversations with customers and also to know who served a certain customer by having a system in which Record each chat sent by the different agents that are registered within the company account, thus improving response time performance and also seeing how each company staff responds when it comes to sales.
  • Never any serious problem ever encountered. Good CRM.
  • Customer contact information and direct call need improvement.
  • Its "account-based marketing" is not really effective.

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

HubSpot
Founded: 2006
United States
www.hubspot.com/products/sales

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
HubSpot CRM

HubSpot CRM

HubSpot

Categories

Categories

Sales Engagement Features

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

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Intelligence Features

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Sales Analytics Features

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Engagement Features

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

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

CRM Features

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

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management Features

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

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management Features

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

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Online Form Builders Features

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Integrations

Gmail
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
Slack
Zapier
Advantage CSP
Alooma
Asana
CallFast
Formstack
Kladana
Krepling
LearnWorlds
PeakCommerce
Reply
Sune

Integrations

Gmail
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
Slack
Zapier
Advantage CSP
Alooma
Asana
CallFast
Formstack
Kladana
Krepling
LearnWorlds
PeakCommerce
Reply
Sune
Claim HubSpot Sales Hub and update features and information
Claim HubSpot Sales Hub and update features and information
Claim Nutshell and update features and information
Claim Nutshell and update features and information