Customer Relationship Management (CRM) software helps businesses manage their relationship with their customers by storing data, overseeing sales, and assisting in the marketing process. Good CRM software saves you time and makes your business more efficient. We’ve compared three of the top CRM providers, Nutshell, Insightly, and Salesforce, and we’ve named Nutshell as the best CRM for small business.
Best CRM for Small Business: Nutshell
We’ve chosen Nutshell as our favorite CRM provider for small businesses because of it’s accessible and easy to use interface. Nutshell is committed to communication, focusing on providing small businesses with team-oriented features and providing excellent customer service. Their cost is very good compared to similar programs as well. You can start a 14 day free trial with Nutshell today.
CRM Program Comparisons at a Glance
|Users||1||1||5 - Unlimited|
|Mobile Apps||IOS & Andriod||IOS, Kindle, & Andriod||IOS & Andriod|
Why We Also Chose Nutshell as the Most Simple CRM
Nutshell offers a better fit for the lifestyle of a small business owner than the other options. They more easily adapt to your needs, giving you tools at your fingertips that help you track each step of your sales process, and each communication, when they happen. The other tools felt like an obstacle to use them in the moment we needed to, unless we were sitting at a computer. Nutshell is basically a Mac, while the other options are PC’s.
Best CRM Integration: Insightly
Choosing between Insightly and Nutshell can be a close contest, since they both have a lot of the same features and a few different strengths. Though they’re not as easy to use and their customer service doesn’t come as widely acclaimed as Nutshell’s, Insightly offers significantly more integrations than Nutshell. Some small businesses will find Insightly more useful than Nutshell because of this. Insightly has a wider range of account plans than Nutshell, including a bare-bones freemium option. You can also try a 14 day free trial of Insightly’s Professional plan.
Best CRM for Mid-to-Large Businesses: Salesforce
Salesforce is one of the most popular CRM solutions around. It shares a lot of features with Insightly, with extended features for sales and project management. Generally the most complex and expensive product on this list, Salesforce is a better option for mid-to-large scale businesses. If you’re running a well-established outfit then Salesforce is well worth considering, but small startups especially are advised to give Nutshell or Insightly a look before committing to Salesforce. Salesforce offers a 30-day free trial so you can test out their product.
Features and Costs
Nutshell, Insightly, and Salesforce each offer different account types at different costs, so we’ve decided to outline your options in more depth below. We’ll also look at the different features each CRM program emphasizes.
Nutshell: Team Focused CRM
Nutshell’s CRM program is committed to keeping your team on the same page, tracking email conversations and storing information and contact data that can be shared and reviewed at a moment’s notice. You can also use Nutshell to track your performance and sales reports. Even the most basic Nutshell account provides unlimited contacts and storage and free phone, email, and live chat contact with Nutshell’s acclaimed customer service professionals.
Nutshell Pro provides additional features allowing you to automate your sales process and analyze your team’s performance with more detailed reports. It also adds a click-to-call feature to help you call contacts through your browser.
Nutshell’s most advanced program, Pro+, links you with a dedicated customer success manager. This manager will help you fine-tune your business objectives and personalize your Nutshell account to aim you in their direction, examining quarterly business reports to help you make sure your small business is making the most of its opportunities with Nutshell.
CRM for Small Business: Nutshell Pricing Comparison
|Account Type||Cost – Billed Annually||Cost – Billed Monthly||Learn more|
|Starter||$19 per user, per month||$22 per user, per month||Learn more|
|Pro||$35 per user, per month||$39 per user, per month||Learn more|
|Pro+||$69 per user, per month||$79 per user, per month||Learn more|
CRM for Small Business: Insightly
Like Nutshell, Insightly saves client information and records of communication as well as project records and reports. Insightly’s main advantage is a wider range of integrations than Nutshell, allowing users to use more communication apps and programs to contact and interact with customers and clients.
Insightly offers a bare bones free plan for up to two users, with 5 email templates, 10 mass emails per day, 10 advanced reports, and 200 MB storage space. Insightly’s free account has no scheduled reports, smart alerts, or email support, but may be all an especially small business needs. If nothing else, it’s a great way to test out Insightly’s interface.
Insightly users receive email support only compared to Nutshell’s varied customer service options, and there’s no personal success manager for upper levels either. The difference between account types is largely defined by how much storage data the accounts have, and how many email templates, smart alerts, mass emails, or business card scanners the accounts are allowed to access.
Insightly Pricing Comparison
|Account Type||Cost Per Month – Billed Annually||Cost Per Month – Billed Monthly||Learn more|
|Free||$0 per user||$0 per user||Learn more|
|Basic||$12 per user,||$15 per user||Learn more|
|Plus||$29 per user||$35 per user||Learn more|
|Professional||$49 per user||$59 per user||Learn more|
|Enterprise||$99 per user||$129 per user||Learn more|
CRM for Small Business: Salesforce
As has already been mentioned, Salesforce is geared towards larger scale businesses while Nutshell and Insightly’s more intimate format is a better fit for small business ventures. If Nutshell focuses on the team, and Insightly focuses on the customer, Salesforce focuses on the sale itself, designed to streamline and automate the sales process by storing data and information, generating leads, and helping you build an efficient and effective sales process.
Salesforce is extremely customizable, with each account type providing even more ways to personalize your experience and make their CRM your own. As a side effect, Salesforce is complicated and can be obtuse and difficult to learn. Salesforce provides training and webinars to help, and their Unlimited plan includes round the clock support to help make up the difference.
Salesforce may seem pricier at first glance than it actually is. Depending on which account plans you’re interested in buying, Salesforce may not actually be that much more expensive than Nutshell or Insightly, and it provides more customizable features. More is not always better, however, and Salesforce’s scale and intensity will make it more difficult for many small businesses to use effectively than Nutshell or Insightly.
Salesforce Pricing Comparison
|Account Type||Cost Per Month – Billed Annually||Users||Learn more|
|SalesforceIQ CRM Starter||$25 per user||5||Learn more|
|Lightning Professional||$75 per user||Any Size Team||Learn more|
|Lightning Enterprise||$150 per user||Full Business||Learn more|
|Lightning Unlimited||$300 per user||Unlimited||Learn more|
Nutshell, Insightly, and Salesforce have all received mostly positive reviews from customers online, although the latter two have poor ratings with the Better Business Bureau.
Nutshell is praised as versatile and easy to use, with an array of helpful features. Many list it as their favorite CRM program out of those they’ve used. It’s customer service and support is also praised.
Insightly’s pricing was widely praised, with the program seen as a sensible, economic solution for small businesses, and a good alternative to Salesforce that has most of the same features for a less expensive price. Insightly’s customizability and integration options have positive reception.
Many online reviews have found that Salesforce leads the CRM program pack for a reason. It is commended as highly customizable yet intuitive. Salesforce is praised for an epic range of features, functions, and integrations. Many professionals cite Salesforce as their preferred CRM system, and doubt they would ever feel the need to switch to another program.
Customer Reviews at a Glance
|TrustPilot||7.4/10 out of 1 review||0 reviews||4.8/10 out of 8 reviews|
|GetApp||4.09/5 out of 244 reviews||3.86/5 out of 173 reviews||4.2/5 out of 3,968 reviews|
|G2 Crowd||4.2/5 out of 145 reviews||3.9/5 out of 153 reviews||4.2/5 out of 2,548 reviews|
|Better Business Bureau||No rating
1.27/5 out of 13 reviews
Some users found Nutshell’s features and customizability limiting, especially those who migrated to Nutshell from a different CRM program. Some found the dashboard obtuse and the notifications buggy. Others criticized Nutshell’s lack of integrations.
Insightly is seen as less easy to learn as Nutshell, with some users wishing it could be better customized to fit different industries. Insightly’s customer service is also criticized as sometimes unhelpful and difficult to work with. Some have reported technical difficulties using Insightly, especially with their mobile app.
Salesforce is best with sales, and some users have found it less helpful for other areas of their business. Salesforce’s saving feature was criticized. Some users had difficulty navigating Salesforce’s interface and balancing its options. Salesforce’s price is seen as high by many, too expensive for smaller operations, and the company’s customer service is often criticized as unhelpful and unresponsive.
Nutshell, Insightly, and Salesforce are far from the only CRM programs available to small businesses. Here are a few more popular options that offer their own unique spin on customer resource management.
- Highrise: Starting from $24 a month, Highrise prioritizes simplicity, and is a straightforward and easy way to store contacts, manage emails, and share information. Highrise’s most basic account allows up to 6 users, with 5GB of storage, 5,000 contacts and 10 deals. These numbers all increase with their more expensive accounts.
- Zoho: Catering to businesses of all sizes, Zoho’s inventory management features are particularly noteworthy. Zoho seeks to help automate your sales process and contrast customer data so you can get the best deals with all your contacts. Zoho features a free edition for entrepreneurs that serves 10 users, and their standard CRM for small businesses costs $12 per month.
- Sellsy: Starting from $50 per month for 5 users, Sellsy is pricier than some of the other options on this list, but is still to be commended for its accessibility. Made with entrepreneurs in mind, Sellsy organizes the same features most of the other CRM programs in this article possess in a helpful, intuitive way.
- Pipedrive: Pipedrive is designed to help small and mid-sized sales teams manage sales and balance prioritize with comprehensive overviews and analysis.
- Freshsales: Starting from $12 per month, with an additional freemium option for up to 10 users, Freshsales is a well rounded CRM option for high-velocity sales teams within small or mid-scale businesses. It’s detailed reports help users monitor progress and analyze successful sales.
The Smart Hack
We recommend Nutshell as the best crm for small business over other customer resource management programs to most small businesses because of its intuitive, easy to learn interface and excellent customer support. Insightly has a lot in common with Nutshell and can integrate with more programs, although their customer support comes less highly recommended. Salesforce provides an in-depth and highly customizable CRM product, but its complexity is better geared toward mid-to-large scale businesses.
Nutshell is the best CRM for small businesses that we’ve reviewed. They will make your sales process more efficient, and you’ll never lose an important detail during the long sales process again. They’re the most affordable option, but with all of the features every small business needs, modernized to improve team communication. They also offer a no obligation free trial if you try them today.