Customer Relationship Management (CRM) helps companies keep track of their relationships and manages marketing and sales processes to achieve efficient service. Thanks to software technology advancement, CRM has become automated; easing tasks and giving businesspeople time to deal with issues that require immediate attention. CRM software provides databases for businesses as its basic function, but now include tools that help businesses track leads, maintain relationships with existing customers, and nurture relationships with prospects. The development of the software has made it easier for organizations to complete tasks in half the time with increased efficiency and accuracy.
Read on as we compare two popular CRM software options, Zoho vs. Nutshell CRM, in terms of features, pricing, and integrations. We’ll provide you with information that can help you decide which CRM software to use for your business. If you need more software options, don’t hesitate to use our Product Selection Tool to get 5 recommendations tailored to your needs. It’s free and doesn’t take up more than five minutes.
Zoho vs. Nutshell CRM: An overview
Zoho is a leading CRM software developer whose headquarters is in Chennai, India. It has more than 25 business software products, with Zoho CRM being one. The product is cloud-based and used for team collaboration, pipeline management, analytics, marketing automation, and artificial intelligence. It’s easy and convenient for users because it easily integrates with other Zoho software products that are used by more than 10 million people. Users can customize the software and easily set it up.
Nutshell CRM is a cloud-based CRM software product designed for small businesses. It’s easy to set up, which can be completed in a day. It provides collaboration tools, sales process, reporting, and email sync with Outlook and Gmail. Nutshell CRM lets users utilize sales force automation and contact management applications, as well as pipeline management, email tracking, note-taking, task management, and forecasting. Users can sync the app in real-time across all devices, including iPhone and Android devices.
Zoho vs. Nutshell CRM: A comparison of features
Zoho’s range of features fall under three categories:
- Pipeline management: Zoho CRM lets users identify leads and determine their potential for conversion into customers. These leads are assigned to salespeople as part of pipeline management. This feature enables users to access information about their customers through account management, deal management, and contact management.
- Analytics: Make forecasts and reports based on business insights data. Users can use the software to build custom reports, dashboards, and sales forecasts. Zoho CRM also comes with customer segmentation capabilities that let users segment their customers based on their geographic location.
- Marketing automation: Sales teams can use Zoho CRM to automate their email campaigns, thanks to its integration with apps like MailChimp. The app helps run ad campaigns and create new leads. Its integration with Google Ads helps businesses determine which ad groups translate to higher sales.
Nutshell CRM boasts its own set of features:
- Sales automation: Nutshell CRM provides and executes a sales process that eliminates time-wasting tasks and guides sales reps with what needs to be done at every stage. The app offers specific actions that need to be done from start to end of the negotiation. Users can also customize the sales process to suit their specific needs.
- Pipeline management: Nutshell CRM provides four ways for salespeople to view the pipeline: map view, chart view, list view, and board view (drag and drop). Users can decide on how they work their deals and share them with their team.
- Reporting: The software provides customizable and easy-to-use reporting functionality for business owners to see how their company is performing. Users can download presentation-ready charts and see ‘snapshots’ at various points of the business for progress tracking.
- Contact management: With Nutshell CRM, users can easily access customer information in one platform. Call notes and conversations are also stored in the software.
- Team collaboration: Users can collaborate with the rest of the team conveniently. Nutshell lets users include colleagues into conversations and find out who is talking with whom.
Zoho vs. Nutshell CRM: An overview of pricing
Zoho is a subscription-based software solution but doesn’t provide pricing information publicly as every business has different requirements. It offers a 15-day free trial for those who want to test the product themselves, which doesn’t require the use of a credit card. Interested parties may also request a quote directly from the vendor.
Nutshell CRM has a two-tier pricing plan, Starter and Pro, and is on a per-user basis. Users can choose between monthly billing and annual billing. It also offers a 14-day free trial if users want to try the software themselves before subscribing to a plan.
Zoho vs. Nutshell CRM: An overview of integrations
Zoho easily integrates with numerous apps and software products commonly used in businesses. These include Google Drive, Microsoft Outlook, Google Calendar, QuickBooks, MailChimp, Zapier, FreshBooks, Gmail, and DocuSign.
Nutshell CRM integrates with apps such as Constant Contact, Google Mail, Intercom, MailChimp, Office 365, Outlook, PandaDoc, RingCentral, Slack, unbounce, Wufoo, Zapier, and Zendesk.
Both software options are easy to use with other apps.
Grab the opportunity to make a wise choice
Both Zoho CRM and Nutshell CRM are suitable products for small-sized businesses because they believe that all business sizes deserve to get support for growth. Their features include pipeline management, which is a basic need of businesses. Make sure to compare these features with your business’s specific needs to make a match.
Want more CRM software options? Use our Product Selection Tool to get a short list of recommendations based on your needs.