Nutshell CRM vs Creatio

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Our analysts compared Nutshell CRM vs Creatio based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Nutshell CRM Software Tool

Product Basics

Nutshell CRM is a cloud-based customer relationship management (CRM) platform designed to assist businesses with sales, marketing, and customer service operations. It caters particularly well to small and medium-sized businesses seeking a straightforward and cost-effective CRM solution. Nutshell CRM's user-friendly interface and setup process make it accessible even for those new to CRM software.

Nutshell CRM offers a range of features including contact management, lead tracking, opportunity management, email marketing, and reporting, all at an affordable price point, with plans starting at $16 per month. Users appreciate its ease of use, affordability, and comprehensive features, making it a strong contender in the CRM market.

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Creatio is a versatile platform that combines CRM capabilities with powerful business process management tools. It helps businesses manage customer relationships, automate workflows and build custom apps without extensive coding knowledge.

Starting at $25 per user per month, Creatio stands out with its no-code development platform, allowing teams to create and modify business apps through an intuitive drag-and-drop interface. The system is great at handling complex sales processes, marketing campaigns and customer service operations.

The platform is particularly well-suited for mid-sized to large organizations that need more than just basic CRM functionality. The recently updated Freedom UI makes it more accessible for everyday users, though some technical expertise is helpful for more advanced customizations.

Users like Creatio for its flexibility and vast feature set, including reporting capabilities, lead management tools and customer service features. Some users have noted occasional performance issues, particularly with page load times. New users should be prepared for a learning curve due to the platform's extensive functionality.

To thoroughly analyze Creatio, I took a multi-faceted approach. First, I signed up for a free trial to test the platform hands-on and explored the mobile app to understand the user experience across devices. For real-world insights, I reached out to current Creatio users and read reviews on sites like Capterra. Further, I reviewed case studies and watched tutorials to learn and make the most out of the platform's capabilities. Finally, I utilized in-depth research from SelectHub's analysts, who extensively tested and evaluated Creatio.

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$16/User, Monthly
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Tailored to your specific needs
$25/User, Monthly, Freemium
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • Featured Integrations: Provides efficiency of business operations without the help of IT support by connecting and centralizing the tools that help day-to-day activity. 
  • Customized Models: Leverage different sales models that best suit business needs. Types include inbound sales, relationship-based sales, outbound sales, team sales and account-based sales.  
  • Boundless Conference: Invest in business growth with an annual virtual conference that features live appearances and workshops by eminent professionals. Adds value by enhancing the performance of sales, marketing and customer support teams. 
  • Simplified Usage: Eliminate common process delays such as categorizing contacts, scheduling follow-ups, organizing leads based on priority and deriving social media handles for each contact. The user-friendly interface makes it easy to adapt to the platform’s layout and deliver quick results. 
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  • Ranked Best for Lead Management: With a score of 100 from our analysts, the platform lets you generate leads in multiple ways. You can manually enter details, import from Excel or let the system automatically create leads when contacts reach a high conversion score. The machine learning model automatically identifies promising leads when they reach a score of 80 or higher.
  • Create Custom Dashboards & Reports: Scoring a 100 from SelectHub’s analysts, Creatio lets you build custom reports that show exactly what your business needs to see, from sales metrics to customer insights. Your team can set up personalized homepages for different departments like sales, marketing and service, making sure everyone has quick access to their most important data.
  • Streamline Case Management: Handle customer support requests across multiple channels seamlessly. Customers can submit cases through the self-service portal, incoming support emails automatically create cases, and agents can create cases directly from phone calls or the Cases section, ensuring no customer request goes untracked.
  • Manage Documents Efficiently: Keep all your documents organized in one central location within the CRM platform. You can easily search for files using quick filters like dates and owners while maintaining different document versions to track changes over time.
  • Process Emails Automatically: Convert incoming emails into actionable leads without manual data entry. The system automatically creates new leads or updates existing ones when emails are forwarded to the parser while also adding new contacts from unknown senders and filling in their details.
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  • Add-on Automation: Nutshell Pro adds an extra benefit of sales automation that accelerates the process of gathering leads. It also helps sales teams optimize their efforts and focus more on building relationships. 
  • Pipeline Management: Provides drag-and-drop features to progress leads through the next sales stage and mark them as won, lost or canceled. Enables monitoring sales progress and planning sales strategy accordingly. 
  • Reporting and Performance Tracking: Shows what’s working and what needs to improve by: 
    • Capturing and reporting sales performance, team performance and productivity, and sales forecasts.
    • Monitoring lead volume, analyzing lost deals and tracking customer advancement through the sales funnel.
    • Providing ready-to-use charts and presentations.
  • Contact Management: Helps minimize manual entry and gain insights on leads. Syncs contacts, calendars and emails, as well as logs communications from desktop and smartphones. Also helps manage, import and export data on one dashboard. 
  • Email: Send customers personalized emails by creating and scheduling one-on-one sales drip campaigns that help capture leads. The sequence tool can automatically trigger the sales sequence in the pipeline stage and sends reminders to follow up. 
  • Team Collaboration: Tag, communicate and collaborate with colleagues without missing out on important notifications from clients. Organize and revert to conversations from anywhere using the mobile app. 
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  • Comprehensive Knowledge Base: Build an electronic library that stores all your important company documents, from FAQs to document templates and advertising materials. Your team can easily add files by dragging and dropping them into the system and even link specific articles to customer cases for quick problem-solving.
  • Mobile Access: Stay connected to your customer data through native iOS and Android apps. You can view and edit records, make calls directly from the app and even access customer information when you're offline.
  • Opportunity Management: You can track deals from initial interest to final closure, with automated opportunity creation from converted leads. The system fills in important details like contact information and product lists while also allowing the manual creation of opportunities when needed.
  • Product Management: Keep track of all your products and services in one central location, complete with photos, codes and pricing details. Creatio calculates total contract values when products are added to opportunities, making it easier to forecast potential revenue.
  • Sales Documentation: You can manage all your sales paperwork, from quotes to contracts and invoices, in one place and generate invoice numbers. The platform lets you track every document related to your sales deals, making it simple to keep everything organized.
  • Workflow Management: You can create multiple automated workflows using simple drag-and-drop tools without needing technical expertise. The CRM lets you set up specific rules that automatically respond to events or data changes, keeping your business processes running smoothly.
  • Caller Identification: Track and recognize phone numbers for both incoming and outgoing calls on mobile devices. When someone calls or is called, Creatio automatically displays their name if they're in your database. If a number is linked to multiple contacts, you'll see a clear list of all possible matches.
  • Self-Service Portal: Customers Give your customers control through a comprehensive self-service portal. They can search the knowledge base for answers, submit and monitor support cases, and maintain direct communication with your support team through the portal's feed feature.
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Product Ranking

#19

among all
CRM Software

#74

among all
CRM Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Creatio
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Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 98 85 100 97 100 79 74 100 87 98 92 77 83 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 830 reviews
Excellent User Sentiment 601 reviews
84%
of users recommend this product

Nutshell CRM has a 'great' User Satisfaction Rating of 84% when considering 830 user reviews from 5 recognized software review sites.

95%
of users recommend this product

Creatio has a 'excellent' User Satisfaction Rating of 95% when considering 601 user reviews from 5 recognized software review sites.

4.9 (42)
4.8 (13)
4.1 (415)
4.7 (269)
4.2 (349)
4.8 (122)
4.3 (3)
4.9 (123)
4.3 (21)
4.7 (74)

Awards

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SelectHub research analysts have evaluated Creatio and concluded it earns best-in-class honors for Lead Management and Partner Relationship Management. Creatio stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Lead Management Award
Partner Relationship Management Award

Synopsis of User Ratings and Reviews

Customer Service: Of users reviewing this aspect, 83% mentioned that the customer support is great and is quick to respond.
Automation and Sync: These features aid email marketing and eliminate manual tasks, as observed by 63% of reviewers referencing them.
Tracking and Reports: All users who reviewed these features liked the accuracy of the platform’s tracking and reporting.
Easy to Use: The platform gets easier with time and the user interface is enjoyable to use, as indicated by 90% of reviews about usability.
Customization: Nutshell offers customizations, including unique tags and fields, that make it fit user requirements, according to 66% of reviews on the subject.
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Intuitive Design: The clean, intuitive interface makes daily tasks simple and helps users quickly find what they need.
Easy Customization: Creatio's drag-and-drop customization tools let you tailor the system to match your business needs without technical expertise.
Responsive Customer Support: The support team provides comprehensive assistance through multiple channels whenever you need help.
Low-Code Platform: Creatio Studio enables you to create custom workflows and apps without extensive programming knowledge.
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Workflow Management: Of users who reviewed this feature, 61% said it makes management of workflows difficult, depending on the task allocation.
Price: The platform is not very budget-friendly and adds additional costs for extra features, according to 66% of users referring to this feature.
Integrations: The software uses third-party integrations that make it difficult to operate, as noted by 66% of users reviewing integrations.
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Not Beginner-Friendly: The extensive feature set can overwhelm new users who might need extra time to learn and understand all available tools.
Performance Issues: Pages and functions can take longer to load compared to simpler CRM systems, which might slow down your work pace.
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Nutshell’s CRM and sales automation platform helps sales teams with lead capturing. Besides being easy to use, it offers great tracking and reporting features. Users also pointed to its customization and automation as key benefits. Having said that, some workflow restrictions make task delegation and operations difficult. Additionally, its third-party integrations make it hard to work seamlessly. It charges additional costs for more advanced features, making it best for companies that only need basic functionality or have the budget to support higher costs.

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After testing Creatio, I've discovered it's much more than just another CRM platform. It's an advanced Business Process Management (BPM) system with CRM capabilities baked in. The recent Freedom UI update has given it a modern, next-generation feel that makes it stand out. From a customization standpoint, I found the no-code tools surprisingly intuitive. I was able to learn how to customize the solution myself without constantly needing technical support, which was a huge plus. That said, for more complex applications, you'll still want an IT team on standby. Creatio Developer Pranshu Basak said: Evaluating Creatio as a whole, it stands out as more than just a CRM. Its pros are its best-in-class business process management capabilities and its extensive configuration options. Creatio offers detailed settings for design, actions, customization and user experience. However, one con is the steep learning curve, especially for developers, due to its depth of functionality and customization features. Also, it has very little to no UI options.” The system's flexibility is visible in how it handles business processes. I was impressed with the campaign features — even complex marketing campaigns were surprisingly manageable. The bi-weekly updates from the vendor kept things running smoothly, quickly addressing the few minor bugs I encountered along the way. However, I did face some challenges worth noting. Load times were occasionally frustrating, with some pages taking longer than expected. I also ran into some reliability issues with the scheduled emails feature, which sometimes failed to send as planned. These might not be deal-breakers for many, but they're worth keeping in mind. The platform's depth is a striking aspect. While everyday users might pick up the basic interface quickly, I found myself occasionally overwhelmed by the sheer number of features and customization options available. The tools are incredibly useful but potentially daunting if you're new to it. Creatio's commitment to user feedback is commendable. Their continuous platform improvements based on user suggestions show how they're serious about evolving with their customers' needs. The extensive third-party integration options were impressive, though I noticed most of them required additional providers to set up. In general, Creatio is a strong yet flexible platform that might be overkill for simple CRM needs but really shines when you need comprehensive business process management with CRM capabilities. While there's definitely a learning curve, the payoff in terms of functionality and customization options makes it worth considering for organizations ready to invest the time.

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