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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 Followup CRM?

Followup CRM is an intuitive customer relationship management tool tailored for sales and project oversight specifically within the construction sector. It enhances your team's activity transparency, facilitates internal progress reporting, and fosters collaboration among different teams. This CRM equips you with all the essential resources required to drive your business toward success. Easily transition won opportunities into projects while safeguarding all critical data. Monitor key milestones, streamline processes, and connect with other software systems to guarantee on-time delivery and satisfied clients. It is widely recognized that acquiring a client is merely the first step; the strength of customer relationships hinges on the collaborative efforts of the team dedicated to delivering the final product or service effectively. Thus, maintaining strong teamwork is vital for ensuring long-term success.

Media

Media

Integrations Supported

Gmail
Microsoft Outlook
QuickBooks Online
ActiveCampaign
Ariglad
Exopen
FlowUp
Formstack
Intercom
Membrane
Microsoft 365
Reply
Truto
Unbounce
Wufoo
Yesware

Integrations Supported

Gmail
Microsoft Outlook
QuickBooks Online
Sage 300 Construction and Real Estate (CRE)
The Estimating EDGE
Viewpoint Vista

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

$55/user/month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour 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

Followup CRM

Date Founded

2012

Company Location

United States

Company Website

followupcrm.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

Construction Bid Management

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Version Control

Construction CRM

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

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Mobile Access
Subcontractor Management

Lead Management

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

Proposal Management

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

Quoting

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

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Force Automation

Commission Management
Contact Management
Contract Management
Customer Database
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Sales Forecasting
Territory Management

Sales Forecasting

Not specified

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