The ease of setup and customization where the greatest features. Although many of others, such as local weather and reminders were also key.

I am part of a pilot project for Nutshell within our organization and i have found it to help with my organization and task management. From what i have seen, a simple, easy to use CRM.

If you want to start quickly to have the benefit of a CRM, your team is not that skilled and you're on a budget, then Nutshell is the best solution.

Integrations are somewhat limited, but still, plenty to work with.

I can now track activities and conversations so never forget important information. I feel much more organised and focused with this great CRM.

Easy to set up, great monitoring tool, second party Zapier makes automations feasible and employees able to grasp concepts quickly.

When we switched the platform, we stopped using it.

Occasionally dupe entries on calendars when we first rolled out, but then we switched our integration to Office 365 and its been smooth sailing.

We've been able to integrate it fully into our workflow and it's resulted in better collaboration and outbound sales solutions.

Testes and used many programs and landed on Nutshell. Great product & great support.

Support service is very good and they make proactive followup when needed. There is a good source of templates available.

Nutshell has great integrations with third parties. It also offers good level of tutorials and responsive customer service.

Easy to use and some very helpful features. Support is US based and very friendly.

It's a very unorganized tool. It's difficult to find things you need and is very cluttered with unnecessary stuff.

No automation in Nutshell, which is crucial for modern networking and brand-building.

Our sales team has a good comfort zone with Nutshell. Our experience with Nutshell has been very positive and was easy to implement.

My only issue with Nutshell is there being no way to veiw recent activity and lack of a dashboard.

Personally, the best part about Nutshell is the price.

I have called to talk to support and they have been beyond wonderful. They take the time to listen and work with you to solve the issue.

The support team is knowledgeable, responsive, cares about your issues and has proactive training available for users.

Nushell CRM with its friendly design is quite easy to use and to implement. Good to start a company.

Good integration with other tools. It helps to manage a relevant amount of customers smoothly and helped improve our sales process.

Customer service representatives are knowledgable, kind, and personable.

The platform has a good independent incorporation system, so that you can start working in the shortest possible time.

Visually organized and logical data entry screen. Functionality is there to build as robust or simple as the company needs/wants.

Easy to use and the reporting section is just amazing and very easy to customize your own reports and save them to reuse. The social aspect of mentioning team members and accounts is great.

This is a very useful tool for sales teams, it helps sellers collab and optimizes their work. It has very good integrations to MailChimp for example.

I would say the price is great for this software. Also it is great for organizing and keeping track.

It's my dashboard for everything in my company. It's entry-level rate is worth every penny.

I hate that email document attachments cannot be captured when bcc'ing a client correspondence to nutshell. I hate that I cannot easily create lists by city, state, country.

Losing track of where we are with customers/venders/sales in general was killing our company. With using Nutshell we have been able to get our sales team on track.

Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once.

Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in,  it's just a couple of clicks and I have what I need.

We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment.

Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format.

Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

Runs very slowly at times, this makes for frustration on a busy support desk.

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Strong CRM platform with amazing support team.

There is very little that i dis-like about this software as any issues can be raised and put into development.

Overall it's very good, support is excellent and the team are very helpful.

The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution.

Great CRM software at a good price point. It has all the functionality you would expect.

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab.

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development.

A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

This software is very easy to use that is why I would definitely recommend it to  other companies to use it to.

I like the reporting module, it is quite user-friendly.

I really like the ability to collaborate with my peers.

Excellent experience had by all. Team were responsive and felt like we had support from all areas.

The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great.

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus.

US Dollar

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more 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.

Every Nutshell subscription includes unlimited CRM contacts and 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 while in the field.

Launched in 2010, Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020.

In 2021, Nutshell released Nutshell Marketing, which allows Nutshell customers to design and send beautiful marketing emails and automated drip sequences, and instantly measure their engagement, directly out of Nutshell. Nutshell Marketing seamlessly connects to your CRM data, so you can target custom audiences in a snap and manage all your outreach out of a single tool.

LongDescription

Real-Time Analytics

Engagement Tracking

Forecasting

Internal Chat Integration

Lead Capture

Customizable Reports

Document Storage

Activity Tracking

Data Synchronization

Customer Segmentation

Drip Campaigns

Sales Pipeline Management

Referral Tracking

Calendar/Reminder System

Lead Distribution

Projections

Pipeline Management

Customer Database

Calendar Management

Call Management

Customizable Fields

Collaboration Tools

Activity Management

Sales Trend Analysis

Campaign Scheduling

Template Management

Data Import/Export

Campaign Segmentation

Email Tracking

Email Campaign Management

Lead Generation

Email Templates

Subscriber Management

Email Distribution

Contact Management

Opportunity Management

Lead Management

Email Marketing

Mobile Access

List Management

Sales Reports

Sales Activity Management

Real Time Data

Performance Metrics

Territory Management

Click Tracking

Shared Contacts

Marketing Automation

Social Media Integration

Lead Segmentation

Real Time Notifications

Workflow Management

Email Management

Source Tracking

Event Triggered Actions

Activity Dashboard

Alerts/Notifications

CAN-SPAM Compliance

Reporting & Statistics

Segmentation

Reminders

Sales Automation

Customizable Templates

Calendar Sync

WYSIWYG Editor

Lead Nurturing

Interaction Tracking

Mobile-Optimized Email

Spam Blocker

Real Time Reporting

Reporting/Analytics

Contact Database

Monitoring

Batch Processing

Campaign Analytics

Lead Qualification

Client Management

Drag & Drop

Pipeline Reports

Tagging

Third-Party Integrations

Task Management

Campaign Management

Sales Forecasting

Prospecting Tools

Search/Filter

Web-based Deployment

For iPad Devices

For Startups

Web browser (OS agnostic)

14-day free trial, no credit card required.

NUTSHELL: $16/user/month (billed annually) or $19/user/month (billed monthly).
NUTSHELL PRO: $42/user/month (billed annually) or $49/user/month (billed monthly).
NUTSHELL MARKETING: Send 150 messages/month for free. Paid subscriptions start at just $5/month.

Find out what Nutshell will cost your team at https://www.nutshell.com/pricing/

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

Nutshell

Live Online

Webinars

Documentation

Videos

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.


The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.


 Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.


Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.



Commenting/Notes

Cataloging/Categorization

Customer Surveys

User Management

Data Enrichment

Product Catalog

Performance Management

Proposal Generation

Access Controls/Permissions

Leaderboards

Rich Text Editor

Customer Service Analytics

Contract/License Management

Electronic Signature

Knowledge Management

Communication Management

Call Logging

Customer Support

Process/Workflow Automation

Self Service Portal

Configurable Workflow

Channel Management

Text Editing

Role-Based Permissions

Request Escalation

Field Sales Management

Demographic/Firmographic Data

Mobile App

Dashboard

Web Forms

Multi-Language

Mobile Interface

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $39 per user, per month
CRM Pro: $54 per user, per month
Business: $78 per user, per month
Business Pro: $95 per user, per month

Nutshell vs Workbooks

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