Nutshell Reviews & Ratings

Nutshell

4.6 out of 5 stars

Ratings and Reviews 93 Ratings

Total 4.5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is Nutshell?

Managing your CRM shouldn't be a source of anxiety. Nutshell serves as a comprehensive platform for CRM, sales automation, and email marketing, designed to aid B2B organizations in collaborating effectively to secure more deals. User-friendly yet robust enough to meet the needs of any business, Nutshell is tailored for teams looking to eliminate the hassle of juggling multiple sales and marketing tools, without incurring the cost of a full-time administrator to manage their software ecosystem. Every subscription to Nutshell comes with unlimited data storage, customizable reporting options, complimentary assistance for data migration, and outstanding live support, all at a budget-friendly price. It seamlessly integrates with the software that small businesses are already familiar with, such as Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Additionally, Nutshell provides dedicated mobile applications for both iPhone and Android users. As a prominent CRM solution for small businesses with a vast global customer base, Nutshell is perfectly suited for any B2B enterprise that prioritizes relationship-building, including sectors like manufacturing, professional services, technology, wholesale, and non-profit organizations. Explore what Nutshell has to offer—you might just find the perfect partner for your business growth journey.

What is ClientTether?

ClientTether is a CRM specifically designed for franchise sytstems, created by franchisors to streamline sales automation in the franchising sector. With our suite of automated tools that include options for contacting, texting, emailing, quoting, and requesting online reviews, your FranDev teams and franchisees can efficiently capture leads and nurture prospects throughout their entire customer journey. Our user-friendly franchise management software boasts robust communication features, digital signing capabilities, estimation tools, and comprehensive multilocation reporting for tasks such as royalty calculations. In addition, functionalities like chat bots, reputation management, and online scheduling are among the numerous features offered to enhance user experience. FranDev teams and franchisees can easily visualize their sales pipelines, identify potential risks, and manage to-do lists all from a single dashboard. Moreover, our platform allows users to construct their entire franchise development process, send Franchise Disclosure Documents (FDDs), obtain digital signatures, and oversee franchisee communications and onboarding seamlessly from one centralized location. Our intuitive dashboards facilitate the management of franchisee performance metrics, ensuring that every aspect of your franchise development is monitored effectively. Furthermore, we provide exceptional support and onboarding to ensure that clients maximize the benefits of our services. There's a reason ClientTether was ranked the #1 franchise technology partner in 2024 by Entrepreneur Magazine. Find out why!

Media

Media

Integrations Supported

Gmail
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Zapier
AWeber
Asana
Campaign Monitor
Checkfront
Facebook
FlowUp
Formstack Documents
Habsy
HubSpot CRM
Kixie PowerCall & SMS
Microsoft 365
Slack
Truto
Workers by Delos

Integrations Supported

Gmail
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Zapier
Dispatch

API Availability

Has API

API Availability

Has API

Pricing Information

$13.00/month/user
Nutshell Sales: From $13/user per month.

Nutshell Marketing: Pricing based on # of marketable contacts, starting at $5/month.

Nutshell Engagement: $16 per user per month
Free Trial Offered?

Pricing Information

Pricing varies by customer need
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS
Android
iPhone
iPad
Chromebook

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Nutshell

Date Founded

2009

Company Location

United States

Company Website

www.nutshell.com

Company Facts

Organization Name

ClientTether

Date Founded

2014

Company Location

United States

Company Website

www.clienttether.com/

Categories and Features

AI CRM

Not specified

Construction CRM

Client Tracking
Forecasting
Quote Management
Sales Management
Scheduling

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
CAN SPAM Compliance
Drip Campaigns
Event Triggered Email
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Fatigue Management

Not specified

Inside Sales

Call List Management
Call Recording
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Insurance CRM

Not specified

Lead Management

Activity Tracking
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Segmentation

Online Form Builders

Assign Roles / Permissions
Drag & Drop / No Code
Mobile Forms
Pre-made Templates
Signup Forms

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Enablement

Collaboration
Contact Management
Goals / Quota Management
Lead Management
Performance Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Task Management
Workflow Management

Sales Force Automation

Call Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Call Logging
Comments / Notes
Custom Reports
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Categories and Features

Appointment Reminder

Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Rescheduling
SMS Messaging
Two-Way Messaging

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Advocacy

Campaign Management
Communication Management
Referral Tracking
Reporting/Analytics

Customer Engagement

Analytics
Communication Management
Feedback Collection
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management

Customer Loyalty

CRM
Customer Activity Tracking
Discount Management
Referral Tracking

Customer Reference Management

Nomination Tracking
Reference Usage Tracking
Search

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Direct Mail Automation

Analytics/Reporting
Campaign Management
Data Import/Export
Event Triggered Mailings
Mailing List Purchasing
Mailing Services Integration
Pre-made Templates
Printing Services Integration
Response Alerts

Franchise Management

Appointment Scheduling
CRM
Commission Management
Construction Tracker
Contract Management & Signature
Job Scheduling
Marketing
Onboarding
Reputation Management

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Performance Management

Lead Capture

Dashboard
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

Analytics / ROI Tracking
Artificial Intelligence
Customizable CTAs
Drip Campaigns
Landing Pages / Web Forms
Lead Scoring
Segmentation
Social Marketing

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Catalog Management
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Real Estate CRM

Campaign Management
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Referral Tracking
Segmentation

Sales

Not specified

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation

Call Management
Campaign Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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