Nutshell CRM vs Salesflare
Last Updated:Our analysts compared Nutshell CRM vs Salesflare based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
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.
Product Assistance
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.
- Data Efficiency: With remote-based high-speed servers, huge amounts of data can be stored, processed and shared using Salesflare.
- Data Security and Backup: Salesflare ensures data safety and backup for its users through privacy-preserving encrypted data processing and automated scheduled backups.
- Operational Optimization: With automated data organization and interaction tracking, Salesflare saves up to 70% of the time spent on manual data entry and optimizes staff productivity in sales processes.
- Seamless Collaboration: Salesflare facilitates team communication and ease of coordination between team members from a central system.
- Mobile Accessibility: Salesflare offers fully-featured Android and iOS apps so that users can manage work remotely.
- Integrations: Salesflare integrates with over 1300 business apps and software through Zapier integration to streamline operations. It also offers a REST API so that users can connect to custom products of their choice.
- 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.
- Data Input Automation: Salesflare collects, stores and organizes all customer and lead data such as phone numbers, email IDs and postal addresses automatically, minimizing the time spent on data management.
- Contact Management: It manages all contacts — leads, prospects and existing customers — along with their contact details and interaction history for easy reference and follow ups.
- Document Management: Users can store and share important documents like contacts, notes, sales discounts and offers and marketing assets and collaterals with teammates.
- Lead Management: The platform manages lead information by keeping track of contact details, interaction history and engagement rate. It notifies the users of pending actions for each lead to keep them actively engaged and increase conversion rate.
- Predictive Lead Scoring: Based on the engagement rate of a lead, Salesflare can assign predictive lead scoring to it. This helps users gain insight on the probability of conversion of a particular lead and focus their efforts in the right direction.
- Sales Pipeline Management: Users can view and keep track of their sales pipeline with details like leads procured per source, number of leads across each buyer journey stage, win-loss ratio and more.
- Quota Management: Managers can track the leads assigned per salesperson and progress made by each salesperson against their quota. They can also assign leads on a round-robin basis or a rule-based engine, to match the leads to the best-suited team member on different parameters.
- Automated To-Do Lists: The software helps users build their to-do lists automatically based on priority actions per lead and lead segment. Calls, meetings and scheduled communications are synced to the calendar so that users stay on track.
- Automated Reminders: Users get automated reminders and notifications for their scheduled communications over email and texts, as well as meeting and call reminders, helping them stay on top of their daily activities.
- Performance Management: Salesflare offers a leader board where managers can track daily activities, performance and close ratios of their sales team members. The leader board can also be shared with the whole team for transparency.
- FEATURE: Automatic Meeting & Call Logging: Salesflare automatically connects with users’ calendars and phones to log meetings and calls with customers, saving their time.
- Interaction Tracking: Along with the automated meeting and call tracking, users can also attach notes to their interactions with leads and customers. Similarly, response rate and quality for email interactions is also tracked.
- Email Marketing: Salesflare offers email marketing with customizable templates to engage leads in each stage of the buying journey, and build customer retention and loyalty.
- Website Tracking: Salesflare tracks website visitors, noting key metrics such as time spent on the website, pages visited, forms filled and more to help users plan their marketing campaigns in an informed manner.
- Webforms: The platform offers a customizable web form builder with options for question types. These forms can be integrated into the website and social campaigns for lead generation and surveys.
- Customer Engagement Tracking: One of the key features of Salesflare is its automated data collection. It collects data on contacts from website and campaign interaction, it also picks up on the customer sentiment through social listening and offers insight on the direct interactions via emails, calls and meetings.
- Funnel Analysis: The software offers a visual breakdown of the sales funnel and showcases how opportunities are moving through the pipeline. It also draws comparisons to specific past durations.
- Revenue Insights: Salesflare offers revenue insights on sales pipelines, funnel analysis and past revenue trends. It includes key metrics such as average sales cycle, deal sizes, current revenue status, expected revenue versus revenue goal, top-earning accounts, top lead sources, top lost reasons and number of won and new opportunities.
Product Ranking
#19
among all
CRM Software
#86
among all
CRM Software
User Sentiment Summary
830 reviews
168 reviews
Nutshell CRM has a 'great' User Satisfaction Rating of 84% when considering 830 user reviews from 5 recognized software review sites.
Salesflare has a 'excellent' User Satisfaction Rating of 94% when considering 168 user reviews from 3 recognized software review sites.
Awards
Salesflare stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.
Synopsis of User Ratings and Reviews
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.
Is Salesflare a "flare" of brilliance in the CRM world? Users rave about Salesflare's intuitive interface and automation features, which eliminate manual data entry and allow them to focus on selling. They appreciate the automatic capture of contact information and interactions from various sources like email and social media, saving them valuable time and effort. The visual pipeline and insightful analytics provide a clear overview of their sales process, enabling them to identify bottlenecks and optimize their strategies. However, some users have expressed concerns about limited customization options and occasional syncing issues with certain third-party integrations. Salesflare's strength lies in its simplicity and automation, making it ideal for small and medium-sized businesses, particularly those in B2B sales, who seek a user-friendly CRM that streamlines their sales process without overwhelming them with complex features.
Screenshots
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