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Bonfire Rating: 4.6/5 Nutshell CRM is your all-in-one sales and marketing platform, designed to scale your SMB without breaking the bank!
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Nutshell CRM
Learn More Today!
$
16
Monthly
Multiple Pipelines
Robust Contact Management
Easy-To-Use Web Form Creation
Get Nutshell CRM
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/*! elementor - v3.15.0 - 31-07-2023 */
.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Let’s face it, finding the right CRM for your small business can be an uphill battle. With so many options on the market, it’s easy to pick the wrong one, wasting time and money . I’m AJ, here to narrow it down a little! I’ve spent the last decade building my business to a successful seven-figure exit . I did it by learning from my mistakes, taking risks, and using tons of tools along the way. Now, with Small Business Bonfire (SBB), I aim to help you build and scale your business in a fraction of the time it took me. So let’s look at a fantastic CRM called Nutshell. The SBB team and I took our time with the platform (over 3 months), so you don’t have to! Let’s get into it! FYI—here’s our comprehensive list of the best CRMs for Small Businesses (for when you’re finished reading).
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You Can Trust Small Business Bonfire At Small Business Bonfire, we’ve been testing and rating thousands of business software since 2009. Our mission is to help fellow entrepreneurs start & scale their SMBs. If you want to learn more about how we test, please read this article here.
/*! elementor - v3.15.0 - 31-07-2023 */
.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} What is Nutshell CRM?
Nutshell is a customer relationship management (CRM) platform that provides an all-in-one solution for small and midsize businesses (SMBs). In a nutshell (pun intended), the CRM software is designed to help with the following: Scaling your entire sales process Empowering your sales teams Automating tedious sales tasks Streamlining your marketing efforts Strengthening the entire customer lifecycle The user interface is sleek and modern, with various powerful features designed to make managing your business easier. This makes it a great platform to learn on. Plus, its affordability makes it attractive for just about any budget ! This is one of the many reasons we think Nutshell is perfect for SMBs . It’s also awesome for sales teams because there are so many resources that can help grow your sales efforts across the board!
Pros and Cons of the Nutshell CRM
It’s important to look at both the positives and negatives of each platform to provide the most helpful reviews possible. So let’s go over the pros and cons of Nutshell CRM.
Nutshell CRM Pros
Affordable pricing
Great customer support
Powerful sales tools to manage multiple pipelines
Tons of customization options
Robust contact management
Intuitive user interface
Nutshell CRM Cons
No free plan
No landing page creation or A/B testing
Email sync was not always consistent
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Try Nutshell CRM!
Who is Nutshell CRM Best Suited For?
Nutshell has many great applications, but let’s narrow it down some. We think Nutshell CRM is best for the following: Small businesses – Nutshell is perfect for small businesses looking to scale quickly and efficiently without breaking the bank. The platform is extremely easy to use and learn on, making it a good CRM for beginners. Midsize businesses – For midsize companies, Nutshell offers some great advanced features such as automation and team collaboration to help you stay organized as your business grows! Sales teams – Nutshell makes it easy to communicate with all your clients directly from the platform (via cold call or email). This makes it perfect for sales teams looking to close more deals, streamline campaigns, and make sure leads don’t fall through the cracks.
Who is Nutshell CRM Not Suited For?
Despite having a ton of uses, Nutshell isn’t for everyone. Some instances where we think Nutshell isn’t the best fit include: Startups – Nutshell is not ideal for startups on a shoestring budget. It’s still an affordable option, but there are cheaper CRM solutions out there. Plus, there’s no free version available. Large enterprises – For large enterprises, Nutshell can be a bit too light compared to other more future-rich CRM software. There’s a lot here to take advantage of, but we think enterprises will ultimately want a little more firepower than Nutshell offers.
Nutshell CRM Software Pricing
When it comes to pricing, Nutshell keeps it simple with three pricing plans. They are the following: Foundation – $16/month per user Pro -$42/month per user Enterprise – $67/month per user
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How Does Nutshell CRM Pricing Compare?
We’ve established that Nutshell is affordable, powerful, and easy to use. So, how does it compare to some of the most popular platforms on the market right now? Let’s break it down for you. Nutshell CRM – $16/month per user No free plan Unlimited data, contacts, and leads Web form creation Email marketing tools Tons of integrations HubSpot CRM – $50/month for 2 users Free plan Limited contacts and data Web form creation Email marketing tools Tons of integrations Copper CRM – $23/month per user No free plan Limited contacts and data No form creation with the basic plan No email marketing tools with the basic plan Limited integrations Insightly – $29/month per user No free plan Limited contacts and data Web form creation Email marketing tools Limited integrations Based on just pricing, Nutshell is the clear winner here at $16/month . So let’s move to features. As you can see, HubSpot is the closest to matching the power of Nutshell in this list. The fact that HubSpot costs $50/month ($34 more than Nutshell) makes Nutshell a better option for first-time entrepreneurs.
Nutshell CRM Pricing Tips
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Annual Plans Save By paying upfront for an annual plan, you can save up to 15% on the price of your plan with Nutshell. Plus, you don't have to worry about paying monthly payments, and it's easier to budget further down the line.
Free Trial Nutshell offers a 14-day free trial to test the platform out for yourself. This is a great way to ensure that it's the right fit before you commit to any plan.
Nutshell CRM Core Features
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Pipeline Management
Pipeline management is a crucial feature for any business. Nutshell CRM offers a powerful, intuitive pipeline management system that makes it easy to track your progress and performance of leads and deals in real time . But don't just take our word for it—let's get into how it went during our three months of testing the platform. For starters, creating a new pipeline for our affiliate marketing deals was as easy as a few clicks ! Here's how it looked from our perspective. The creation system allowed us to customize each stage in our pipeline with ease ! We think this is great because no business is exactly the same. Nutshell allows everyone from niche to general SMBs to tailor their pipeline to fit their needs . Once we had our "Affiliate Marketing Partnerships" pipeline up and running, here's how it looked with some leads input. We liked how we could view our pipelines in the following ways: Board List Map Chart All in all, when it comes to managing your deals, leads, and sales across multiple pipelines, Nutshell makes it a walk in the park!
Sales Automation
At Small Business Bonfire, we are always looking for efficient and reliable sales automation solutions, which is why we are excited to learn that Nutshell offers exactly that. After three months of putting the platform through its paces, we can confidently say that the experience was nothing short of delightful ! The ease of use and intuitive interface allowed us to automate mundane tasks with ease, allowing us to focus on what we do best— building relationships with our clients . Some types of automation we were able to create include the following: Scheduling follow-ups Setting lead statuses Assigning tasks to team members Notifying us when a new deal was created With the help of these automation rules, we were able to streamline our sales process and save a ton of time in the process!
Web Form Collection
Have you ever wished for a magic wand to help you collect customer information effortlessly? Well, Nutshell CRM's web form collection feature might just be the closest thing to it! We were able to put it to the test over the course of three months at Small Business Bonfire. Here's the "create a new form" process, which was extremely convenient . Not only did it prove to be an efficient tool for collecting lead information from our website visitors—we even used it to sign them up for our exclusive Bonfire Field Guide. Here's a form we were able to create in a matter of minutes . We were able to add our logo , customize each field , and embed the code directly into our site . With features like form customization and integration with other platforms, Nutshell CRM's web form collection is truly a game-changer for businesses wanting to streamline their data collection process.
Contact Management
When it comes to managing contacts, we at Small Business Bonfire know firsthand the pain of juggling spreadsheets, sticky notes, and carrier pigeons (okay, maybe not that last one). That's why we were excited to put Nutshell CRM's contact management to the test over the course of three months. And boy, were we impressed! The platform's intuitive interface and robust features made wrangling our contacts a breeze. We especially loved the ability to accomplish the following all in one place: Track conversations Set reminders Collaborate with teammates Contact clients directly with phone calls and email To get started, we imported some of our B2B affiliate marketing contacts using our Gmail account. Nutshell CRM also offers seamless contact integration from the following sources: Microsoft Excel Google Sheets Your phone Office 365 Microsoft Outlook After importing our contacts, we wanted to test how easy it was to add them manually. We just clicked "add person" and filled out a few fields. It was as easy as that ! Here's how it looked from our perspective (to give you a better idea). Here's how our contacts dashboard looked (once we had everything the way we liked it). Overall, Nutshell CRM exceeded our expectations and proved to be a game-changer for our small business .
Team Collaboration
Ladies and gentlemen, listen up! If you're tired of losing track of important customer or team interactions in your never-ending email abyss, then Nutshell has come to the rescue ! Their team collaboration features are top-notch, providing an organization to your conversations that will keep everything easily accessible and help you achieve amazing customer interactions with colleagues . With features like storing team communications in one place and tagging colleagues for help on a deal, Nutshell ensures that nothing gets lost and that everything stays front and center. That way, you and your team can get down to business and work together like a well-oiled machine !
Email Marketing
Are you tired of sending the same generic emails to your customers? Look no further than Nutshell CRM's email marketing tools. These include the following: Pre-made templates Broadcasts Newsletters Drip sequences Customizable templates for on-brand messaging Nutshell makes it easy for you to reach your audience in a meaningful way. Plus, with the ability to create your own templates, you can ensure that your emails are on-brand and tailored to suit your specific needs . Take it from the Small Business Bonfire and me, who used Nutshell's email tools to create a follow-up email template for potential affiliate marketing partnerships (pictured below). The whole process took about 5 minutes , and we could send out emails to clients within seconds. So, don't settle for boring emails—try out Nutshell CRM and watch your marketing efforts soar!
Reporting and Analytics
