Nutshell vs. Veloxy Comparison


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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.	About VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.
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	Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Small and medium-sized businesses with inside sales teams, across multiple industries.	Audience Sales professionals who want to spend more time on activities that produce sales and less time on those that don’t.
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 Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
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	Pricing $49 user/month This pricing is billed annually. Month-to-month billing is available. Veloxy includes the popular Leadfinder and Account View 360° features at no additional cost for 2021. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 4.6 / 5 ease 4.6 / 5 features 4.4 / 5 design 4.4 / 5 support 4.5 / 5 Read all reviews	Reviews/Ratings Overall 5.0 / 5 ease 4.9 / 5 features 4.9 / 5 design 4.9 / 5 support 4.8 / 5 Read all reviews
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.	Pros & Cons from Real Users Pros Veloxy has helped me be a better seller. I can stay organized and keep everything together while still on the road and not on my computer. The ability to do everyday functions and have them automatically logged into the CRM is awesome, and saves on so much time! I love using this tool and learning more about it, and helping myself out in the field! Veloxy is an excellent tool that allows your team to remain engaged with their customers and log their activity on the Go. It is the ultimate tool that will enhance their productivity. It is a must have tool. it updates my Salesforce, tellls me when I am near customers on the road, and reminds me of things to do based on my activity.. that's just the beginning. As a Business Account Executive for Comcast Business in San Francisco, Veloxy is a great app that helps me stay organized and be efficient as I prospect and close business in Pennsylvania. I like how Veloxy is integrated with Salesforce and Outlook creating even more value especially when I'm working in my territory. Kelvin As a Business Account Executive I for Comcast Business in San Francisco, Veloxy is a great app that helps me stay organized and be efficient as I prospect and close business in San Francisco. Also, I like how Veloxy is integrated with Salesforce and Outlook creating even more value especially when I'm working in my territory. Please don't hesitate to contact me if you have any questions. Thank you,Kelvin Cons The navigation of the app could be a bit better but other than that, I have no complaints. Due to corporate It requirements, Outlook add-on might need to re-install they update so much sometime i is a surprise.. but that's probably really good.. they do lots of improvements and add features. Just need to them quick their customer support but on the other hand overall is very good. I have no word for veloxy to dislike this product.
Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Nutshell Founded: 2009 United States www.nutshell.com	Company Information Veloxy Founded: 2015 United States veloxy.io
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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 Marketing Automation Supported Online Form Builders Supported Sales Analytics Supported Sales Enablement Supported Sales Engagement Supported Sales Force Automation Supported Sales Tracking Supported	Categories AI Sales Assistants Supported AI Sales Tools Supported Email Marketing Supported Email Tracking Supported Field Sales Supported Inside Sales Supported Lead Capture Supported Lead Management Supported Marketing Analytics Supported Sales Analytics Supported Sales Enablement Supported Sales Engagement Supported Sales Force Automation Supported Sales Intelligence Supported Social Selling 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 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 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 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 Show More Features 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 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 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 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	Email Marketing Features A/B Testing Not Supported Artificial Intelligence Not Supported Auto-Responders Not Supported CAN SPAM Compliance Supported Customer Surveys Not Supported Drip Campaigns Not Supported Dynamic Content Supported Event Triggered Email Not Supported Image Library Supported Landing Pages/Web Forms Not Supported Mailing List Management Supported Mobile Optimized Emails Supported Reporting/Analytics Supported Subscriber Management Not Supported Template Management Supported WYSIWYG Email Editor Supported Inside Sales Features Auto-Dialing Supported Call List Management Supported Call Recording Not Supported Campaign Management 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 Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Not Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Not Supported Sales Analytics Features Collaboration Tools Not 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 Not Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Not Supported Document Management Not Supported Goals / Quota Management Not Supported Lead Management Supported Meeting Management Supported Performance Management Not Supported Presentation Management Not Supported Proposal Management Not Supported Territory Management Supported Training Management Not Supported Sales Engagement Features Call Scripts / Call Steps Not 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 Not Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Not Supported Commission Management Not Supported Contact Management Supported Contract Management Not Supported Customer Database Not Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Not Supported Referral Tracking Not Supported Sales Forecasting Not Supported Territory Management Supported Show More Features Email Tracking Features A/B Testing Not Supported Audience Segmentation Not Supported Campaign Management Not Supported Event-Based Notifications Not Supported Location Tracking Supported Team Management Supported Lead Capture Features Business Card / Badge Scanning Not Supported Dashboard Supported Data Extraction Supported Lead Distribution Supported Lead Notifications Supported Lead Nurturing Supported Lead Qualification Supported Lead Scoring Supported Online Forms Not Supported Marketing Analytics Features A/B Testing Not Supported Campaign Management Not Supported Channel Attribution Not Supported Customer Journey Mapping Not Supported Dashboard Supported Performance Metrics Supported Predictive Analytics Not Supported ROI Tracking Not Supported Social Media Metrics Not Supported Website Analytics Not Supported Sales Intelligence Features CRM Integration Supported Data Cleaning Not Supported Data Enrichment Not Supported Data Import/Export Not Supported Data Mining Not Supported Data Verification Not Supported Email Integration Supported Lead Scoring Not Supported List Building Supported Performance Management Not Supported Pipeline Management Supported Predictive Modeling/Analytics Not Supported Prospecting Tools Supported Reporting/Analytics Supported Sales Forecasting Not Supported Social Selling Features Automated Publishing Not Supported Compliance Management Not Supported Content Discovery Not Supported Content Management Not Supported Employee Advocacy Not Supported Gamification Not Supported Lead Engagement Supported Performance Metrics Not Supported Pre-Approved Content Library Not Supported Single Sign On Not Supported Social Media Monitoring Not Supported
Integrations Gmail Supported Microsoft 365 Supported Microsoft Outlook Supported Ariglad Supported Asana Supported Campaign Monitor Supported Constant Contact Supported Exopen Supported Formstack Supported Google Calendar Not Supported Habsy Supported HubSpot Marketing Hub Supported PandaDoc Supported QuickBooks Online Supported QuickBooks Online Advanced Supported RingCentral Automatic Call Recording Supported Stackreaction Supported Unbounce Supported Voxloud Supported Zendesk Supported Show More Integrations View All 61 Integrations	Integrations Gmail Supported Microsoft 365 Supported Microsoft Outlook Supported Ariglad Not Supported Asana Not Supported Campaign Monitor Not Supported Constant Contact Not Supported Exopen Not Supported Formstack Not Supported Google Calendar Supported Habsy Not Supported HubSpot Marketing Hub Not Supported PandaDoc Not Supported QuickBooks Online Not Supported QuickBooks Online Advanced Not Supported RingCentral Automatic Call Recording Not Supported Stackreaction Not Supported Unbounce Not Supported Voxloud Not Supported Zendesk Not Supported Show More Integrations View All 5 Integrations
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