Nutshell CRM vs monday sales CRM

Last Updated:

Our analysts compared Nutshell CRM vs monday sales CRM 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.

read more...

monday.com sales CRM is a cloud-based solution that helps businesses manage their end-to-end sales and sales enablement processes. It optimizes productivity by providing complete visibility into the sales pipeline. Users can access sales, customer and company data in a centralized location.

It allows sales teams to manage multiple sales funnels, update deal stages and add columns to the interface. Build custom, real-time dashboards to gain insights on business-critical metrics. Other capabilities include lead management, contact management, automation and native integrations.

read more...
$16/User, Monthly
Get a free price quote
Tailored to your specific needs
$12/User, Monthly, Freemium
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
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. 
read more...
  • Intuitive Interface: We found the solution intuitive to navigate. Create new boards, manage workflows and add contacts with a compact and uncluttered interface with color-coding for deals, deadlines and stages. Extra marks for the dark theme.
  • No-Code Custom Automations: Use a logic-based automation builder to create custom automations for next steps, notifications, tags and lead assignments. For example, we created an automation to change the status of a deal to stuck one day before the expected close date arrives. Scroll through automation templates and modify them to fit your business needs.
  • Real-Time Data Insights: Connect boards to your sales dashboard and enable live data for real-time insights into your company’s performance. We were also able to search for custom widgets built by monday.com, or build our own. Export individual widgets and the entire dashboard as a PDF.
  • Easy Quote and Invoice Creation: Click on the Quote and Invoice tab on the Deals board to access a quote template that can be modified for invoices. We could add product items along with discounts and tax in the adjustments section.
  • Offline Mobile Capabilities: Use the offline mode on the native app to make changes to your boards remotely and without data access, that will sync once the internet is reconnected.
read more...
  • 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. 
read more...
  • Activity Management: Store customer-related activities like phone calls, meetings, notes and other interactions. Monitor staff’s upcoming or pending tasks for easy planning. Meet deadlines by setting dependencies on projects. Follow-up at the right time by keeping track of post-sales activities. 
  • Email: Manage email communications within the system by syncing with Gmail and Outlook.  
    •  Set up automated alerts to receive notifications when a prospect opens or replies to emails.  
    •  Personalize interactions by accessing customizable templates. Automatically fill fields according to customer information. 
    •  Automatically save all emails as drafts to prevent data loss. 
  • Dashboards: Create custom dashboards to visualize data like sales reps’ performance, team goals, pipelines, budget and sales figures. Monitor metrics such as total wins, conversion probability and quota reached per team or employee. 
  • Lead Management: Capture leads from multiple sources and qualify them in a centralized location. Set up custom criteria to assign scores to leads. Manually add leads into the system. 
  • Automation: Reduce manual dependency by configuring no-code automation workflows from scratch or by modifying templates.
    •  Set up automated reminders for upcoming deadlines.  
    •  Automatically route leads to the right sales rep. 
    •  Instantly receive notifications after task completion. 
    •  Automatically send emails on the due date. 
  • Integrations: Access integrations with third-party solutions, including Dropbox, Slack, Microsoft Teams, Zoom, LinkedIn, Zapier, Mailchimp, SurveyMonkey and GitHub. 
  • Collaboration: Coordinate with team members, share files and finalize decisions in a centralized space. 
    •  Communicate directly on files and tasks to speed up work and avoid constant back and forth. 
    •  Automatically add new versions of a file and store them in a logical way. Sync updates to files in real time.  
    •  Secure data by setting up user access and permissions. 
    •  Automate project workflows to keep everyone in the loop. 
    •  Plan projects and centralize communication via kanban boards and Gantt charts. 
  • Deal Management: Use the drag-and-drop functionality to move deals to different stages. Customize sales pipelines, calculate funnel coverage and view deal results. 
read more...

Product Ranking

#19

among all
CRM Software

#54

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

we're gathering data
79
we're gathering data
82
we're gathering data
69
we're gathering data
100
Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Nutshell CRM
monday sales CRM
+ Add Product + Add Product
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 82 69 100 80 75 57 78 0 84 100 83 59 75 0 25 50 75 100
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
71%
0%
29%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
54%
0%
46%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
80%
0%
20%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
57%
0%
43%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
57%
0%
43%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
75%
0%
25%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
0%
0%
100%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
81%
0%
19%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
67%
0%
33%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
50%
0%
50%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
67%
0%
33%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
77%
0%
23%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%

User Sentiment Summary

Great User Sentiment 830 reviews
Excellent User Sentiment 1296 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.

92%
of users recommend this product

monday sales CRM has a 'excellent' User Satisfaction Rating of 92% when considering 1296 user reviews from 4 recognized software review sites.

4.9 (42)
n/a
4.1 (415)
4.6 (768)
4.2 (349)
4.7 (390)
4.3 (3)
4.1 (7)
4.3 (21)
4.2 (131)

Awards

we're gathering data

SelectHub research analysts have evaluated monday sales CRM and concluded it earns best-in-class honors for Platform Security. monday sales CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Platform Security 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.
Show more
Easy-To-Use: Users mentioned the solution was user friendly and easy to deploy and set up.
Customization: Creating customizable workflows and automations that are adaptable as the business grows was a plus for users.
Dashboard and Reports: Reviewers appreciated teh real time updates to customizable dashboards and simple reporting.
Show more
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.
Show more
Lags: Users mentioned that the system would occasionally lag and load slowly.
Learning Curve: To fully utilize the system, reviewers mentioned a need for time and program knowledge.
Integrations: According to reviewers the APIs needed needed finetuning and doesn’t integrate with some products.
Show more

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.

Show more

monday.com sales CRM is a user-friendly CRM solution for small and medium businesses. Key strengths include an intuitive interface, custom workflows and automations and real-time data dashboards. Its customization capabilities mean it caters to an array of industries and offers features like lead management, activity tracking, email integration, and multiple pipeline deal views. During our free trial, we appreciated the no-code automation builder, easy contact creation and simple board creation.However, user reviews mentioned occasional lag times, a learning curve for full utilization, and limited API integration capabilities. Overall, monday.com Sales CRM is an excellent starter CRM for businesses thanks to its ease of use, customization options and affordability.

Show more

Screenshots

Top Alternatives in CRM Software


Copper CRM

Creatio

Dynamics 365 Sales

Freshsales

HubSpot Sales

Insightly

monday sales CRM

Nimble CRM

Oracle Sales Cloud

Pipedrive

Pipeliner CRM

Salesforce Sales Cloud

SAP Sales Cloud

Sugar Sell

Zendesk Sell

Zoho CRM

Related Categories

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings