Nutshell provides the best customer relationship management software that we’ve reviewed for small businesses. Nutshell is designed from the ground up with the small business sales team (read: owner) in mind. They’re the best CRM tool we’ve reviewed.
Nutshell has plans that start as low as $19 per user for single sales pipelines. Their software is intuitive, extremely easy to use, and urges modern sales teams to thrive through collaboration. It’s clear that Nutshell has taken a great deal of time focusing on the user experience, which saves you time managing your sales pipeline. Visit them today to take advantage of a free 14 day trial.
Why Nutshell is the Best CRM for Small Businesses
Nutshell is made with small business owners in mind. Their software let’s you easily find every contact, every customer, and every conversation (every time). Nutshell will become your company’s central repository for customer knowledge.
Here’s some of the things that small businesses will find useful to store in Nutshell:
- Customer contacts
- Call notes
- Email conversations
- Current pipeline status
- Level of interest
- And more…
The one thing to us that Nutshell does well that all the other CRM’s seem to miss is simplicity. Insightly and Salesforce can easily become complicated. They’re difficult to set up and if you don’t set them up perfectly for your business then they’ll be a headache to manage. Nutshell is simple but intuitive in the processes it allows you to create.
According to Joe Malcoun, CEO of Nutshell:
“Salesforce has a well-deserved reputation as a CRM market leader for large enterprises, but it’s simply not built for the needs and budgets of small- and medium-sized sales organizations. The system is so complicated that you need to invest in extensive training or a paid admin to manage it for you, and it can get very expensive.
There’s so much choice in the CRM market now that businesses have the opportunity to choose a user-friendly, affordable system that’s built for their specific needs. From my experience, sales teams find the most success if they can answer “yes” to these four questions before they commit to a CRM:
Do I have a sales process? Without a standardized system for how your sales team converts leads into customers, you won’t get the full value out of your CRM. If you haven’t done so already, take some time to think about how your sales team generates leads and what activities your reps complete to close them—then use this worksheet to outline a step-by-step sales process for your sales team to follow.
Do I have complete buy-in from my team? Low user adoption is often cited as the main reason for failed CRM initiatives, so getting your entire team on board is absolutely crucial. Leadership needs to commit to transitioning company data onto the CRM, and sales reps and team leaders need to commit to using it consistently and regularly. To achieve complete buy-in, you have to demonstrate exactly how the CRM will bring value to each position at your company, and involve your sales team in the decision process; if your salespeople don’t enjoy the way the CRM looks and feels, they’re not going to use it.
Can I really afford this? Per-user prices can be misleading. For many CRMs, those low monthly costs don’t reflect all the hidden charges that you might be stuck with along the way. Are there required fees for onboarding and training? Do you have to pay extra for additional contacts or reporting ability? Are there overage charges for data storage? All of these extra costs can blow up your annual CRM spend, so make sure you do your research in advance.
Do I know what my company really needs? Which features are absolutely non-negotiable for your team? For salespeople, it might be mobile access and lead capturing features that reduce manual data entry. For managers, it could be fully customizable reports, automatic lead assignment, and the ability to quickly train new sales reps on the system. So what’s important to your team? Write down your list of “must haves” and find a CRM that offers all of them.”
Nutshell is an affordable solution that allows you to get right to work on keeping track and improving your sales cycle. Nutshell’s full system is unlocked at $35 per user per month, which is much less than Salesforce that really takes $150 per user per month before you get access to the full software capabilities.
Nutshell vs Salesforce Pricing Comparison
|Cheapest Plan||$19 per user per month||$75 per user per month*|
|Medium Plan||$35 per user per month||$150 per user per month|
|Most Expensive Plan||$69 per user per month||$300 per user per month|
*Salesforce offers a plan that is $25 per user per month but it’s extremely limited and only allows up to 5 users. It’s not a good comparison because of the limited capability.
When you take into account the extensive complication with a lot of Salesforce, you not only get a cheaper solution with Nutshell but you get a software that your sales team will actually use. Learn more about how these two softwares stack up by reading our full review of the best CRM tools.
Nutshell CRM Reviews
Nutshell is overwhelming approved up by small business users who try out the software. They have very strong user reviews all over the internet. At g2crowd.com Nutshell has a 4.2 out of 5 stars on 145 reviews. That’s just one example of one place across the web where Nutshell CRM gets amazing reviews from their customers.
Nutshell is one of the easiest CRM tools to integrate with. They already have over 45 integrations from most of the companies you’d like to see an integration with. These integrations include companies like:
- Google Drive
- Microsoft Exchange
- And More…
They’re open to working with other organizations looking to integrate with leading CRM tool providers.
Why Your Business Needs a CRM Tool
You can read our article on the importance of CRM tools to learn more about the best reasons to try out Nutshell CRM today. We also had the chance to ask a couple questions about the importance of getting a CRM tool to Andy Fowler, CTO and Co Founder at Nutshell. Here’s what he had to say:
When Should a Small Business Look at Bringing on a CRM?
“Growing businesses often reach a point where team communication starts to get very messy. Notes get lost. Shared spreadsheets become confusing and hard to interpret. Customer contacts and conversations gets buried in your employees’ inboxes and can’t be accessed by other members of the team.
In other words, your most valuable data is spread across multiple systems and people, making it difficult to leverage your information and collaborate on sales. That’s usually when companies start looking for a CRM—and by then, they’ve probably lost some deals due to disorganization.
Our advice? Don’t let your company get to that point. As soon as your small business hires a sales team, it’s a good time to invest in a CRM. When used correctly and consistently, a CRM can be one of the most profitable tools a sales organization can adopt, with an average return on investment of $8.71 for every dollar spent—and you can get started with Nutshell for less than $20 per user per month, with unlimited contacts, no data caps, and 100% free support.”
How important do you believe a sales funnel is to a successful business today, and how does Nutshell help with that funnel?
“A sales funnel shows the conversion rates of prospects through your pipeline stages, and is critically important to understanding your sales effectiveness on a stage-by-stage basis. Where are leads getting stuck or drifting away, and what can you do about it? If you’re only looking at your total revenue and overall win rate to judge how well your team is doing, you’ll have no idea which specific areas of your sales process need improvement.
Nutshell’s reporting and performance tracking tools are among the most powerful and intuitive in the small business CRM market, and give sales teams valuable insight on the actions that push deals forward. Available to Nutshell Pro users, our Funnel report tells you:
- The value and quantity of leads in your pipeline
- A lead’s likelihood of being won at each stage
- Where leads are getting stuck or lost
- How effectively sales reps are advancing leads
- Whether or not sales reps are meeting goals of lead advancement
With access to a funnel report, sales managers can forecast sales based on current lead volume, improve their process to stop leads from slipping away, and better coach their team by identifying why sales reps are having trouble getting leads from one stage to the next.”
The Smart Hack
Nutshell CRM is an excellent tool to help your business’s sales process. They have excellent reviews all over the internet by happy customers. Their system is much less complicated than other CRM tools we’ve used, and they’re a fraction of the price of many of their competitors. We recommend Nutshell as the best CRM for small businesses on the market today.