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Nutshell CRM vs CRMnext

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

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
Nutshell CRM Software Tool
CRMnext Software Tool
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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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CRMNext leverages integrated technology to create an easy-to-use interface for financial institutions. It simplifies work, drives growth and delivers results with features such as sales force automation, service management, lead management, forecasting, an autoflow designer and workflow management.

It also provides real-time integration, a business decision engine, sales planning, cross-selling intelligence, machine learning, analytics and more. It’s easily customizable and suitable for users without much technical knowledge. SaaS, private cloud and on-premise deployment are available.
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$16/User, Monthly
Free Trial is available →
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Tailored to your specific needs
$15/User, Monthly, Freemium
Free Trial is available →
Get a free price quote
Tailored to your specific needs
Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

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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  • Data Predictions: Create forecasts based on various aspects such as current pipeline, previous trends, previous forecasts and revenue, competition, economic conditions, team performance, industry trends and more. 
  • Enhanced Collaboration: Highlight critical updates, manage work and share files, links, surveys and insights. 
  • Streamlined Service: Customers can give opinions, share ideas and write feedback via a portal. Automatic routing rules capture customer requests from the website and direct them to the right team. 
  • Coaching: Access enhanced training to stay updated with industry developments and receive coaching tips for teams. 
  • User-Friendly Integration: A codeless, bi-directional suite combines existing campaign tools, models and marketing lists along with social, mobile and behavioral insights. Integrates with third-party apps for e-signature, identity verification and information services. 
  • Faster Data Collection: The Autonoma Integration Designer collates data from different applications and reduces the time for creating integration touchpoints. 
  • Targeted Marketing: Send real-time responses, personalized offers and bulk messages. Create static or dynamic lists of leads by adding members automatically based on predefined criteria. 
  • Stronger Customer Focus: Meet customer needs effectively using big data, behavioral analytics, frequency scoring and personalization. Identify data from different sources, run intelligent algorithms and generate personalized offers using machine learning. 
  • Better Performance: Set performance standards for sales, relationship activities, service effectiveness and more based on various metrics. Monitor sales pipelines and fine-tune processes with real-time insights based on business projections. 
  • Improved Call Support: Call scripts improve answers to customer queries while Dialer/IVR integration offers outbound predictive dialing, context-sensitive screen pop-ups, and integrated reporting and workflows. 
  • Updated Marketing Collateral: Access the latest material and information anytime, anywhere via a centralized library. 
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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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  • Contact Management: Collates information from internal systems, third-party applications and manually captured data for viewing. Provides access to customer intel, targeted offers and behavioral insights along with profile details and editing. 
  • Account Management: Houses account details like status, balance, alerts, attachments, related transactions, activities and service requests. Also: 
    • Automates and streamlines the account opening process
    • Integrates all systems such as back-office, document management, e-signature and more.
    • Eliminates screen hopping, duplicate entries, irrelevant fields, possibility of errors, rework and potential compliance problems.
  • Lead Management: Manage end-to-end sales operations from lead capture and assignment to qualification and follow up. Supports automated allocations, qualification scripts and customized workflows. 
  • Campaign Management: Personalize, automate and execute omnichannel campaigns. Provides a drag-and-drop interface and tracks effectiveness based on time, channels and regions. 
  • Opportunity Management: Manage deals in a sales pipeline and automate lead targeting, goal tracking, customized reporting, outreach, response and lead conversion. 
  • Social Sales: Captures key insights, identifies common contacts and influencers, monitors brand mentions and conversations, offers collaboration tools, and delivers information about leads and service requests. Tracks conversations on Twitter, Facebook and LinkedIn to resolve queries and capture leads 
  • Business Process Management: Create zero touch, end-to-end customer journeys with a visual process designer that integrates a front-end UI design. Automation offers pictorial representation, collects and updates data, and creates journeys and flows based on business requirements. 
  • Referral Management: Track and manage referral programs with end-to-end integrated lead and referral process automation to convert prospects into leads. 
  • Case Management: Capture cases from multiple channels and facilitate resolution by viewing case history and past interactions. Create up to 10 complex case workflows. 
  • Feedback Management: Offers feedback automation, surveys, real-time feedback capture and service processes. 
  • Knowledge Management: A central repository provides access to descriptions, active and past cases, sales and marketing details, FAQs, troubleshooting instructions, product policy and procedures, video demos and more. Allows sharing solutions, tutorials and product updates. 
  • Quotation: Create designs, quotations and more using standard templates. 
  • Performance Management: Enables setting goals and incentives, monitoring performance, and automating reminders and escalations. 
  • Competition Management: Build and adjust strategies in real time. Gathers intelligence on losses against competitors, captures competitor wallet share and generates on-demand reports that pinpoint issues. 
  • Analytics: Offers actionable insights with a multidimensional analysis engine, an advanced business rules decision engine and AI-based algorithmic analysis. Also provides reports and dashboards, filtered data based on roles and permissions, and ad hoc reports for campaign execution. 
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Product Ranking

#19

among all
CRM Software

#425

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 830 reviews
Great User Sentiment 24 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.

82%
of users recommend this product

CRMnext has a 'great' User Satisfaction Rating of 82% when considering 24 user reviews from 3 recognized software review sites.

4.9 (42)
n/a
4.1 (415)
3.7 (13)
4.2 (349)
5.0 (1)
4.3 (3)
4.5 (10)
4.3 (21)
n/a

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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Robust Communication: All reviews on this topic state the platform supports client communications and effectively helps operational transitions.
User-Friendly: The system is easy to navigate, offers a 360-degree view and can be used without technical coding knowledge, as 75% of users specifying this aspect indicate.
Customization and Integration: The application is highly customizable and offers legacy system integrations, suggest 83% of reviews on customization and integration.
Unified Dashboard: A consolidated view with various modules like lead management, service management and activity management are linked with each other for easy operation, according to 80% of users mentioning this.
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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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Inadequate Resources: All users who reviewed resources suggest that frequent training sessions and better content delivery could help understand the platform’s functionality better.
Performance Lacks Agility: The software rigidity hampers productivity and it functions slow at higher workloads in the experience of 80% of users.
Cumbersome Features: It would benefit from more easily operative features, according to 80% of users reviewing functionality.
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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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CRMNext helps companies in the finance, automobile, retail and media domains manage customer interactions more effectively through a unified dashboard, a consolidated customer view and user-friendly features. Users also say the ability to integrate with legacy systems and customize the product are notable benefits. Some major drawbacks include limited training and product resources, along with some bugs that affect productivity. It also lacks the performance and speed some users are looking for. In summary, businesses looking to automate their marketing and customer relation efforts may find this to be a good choice.

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Screenshots

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