Nutshell CRM vs Pipeliner CRM

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Our analysts compared Nutshell CRM vs Pipeliner CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Nutshell CRM Software Tool

Product Basics

Nutshell CRM is a cloud-based customer relationship management (CRM) platform designed to assist businesses with sales, marketing, and customer service operations. It caters particularly well to small and medium-sized businesses seeking a straightforward and cost-effective CRM solution. Nutshell CRM's user-friendly interface and setup process make it accessible even for those new to CRM software.

Nutshell CRM offers a range of features including contact management, lead tracking, opportunity management, email marketing, and reporting, all at an affordable price point, with plans starting at $16 per month. Users appreciate its ease of use, affordability, and comprehensive features, making it a strong contender in the CRM market.

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Pipeliner CRM is a visually oriented customer relationship management solution that stands out for its intuitive interface and feature set. The platform excels in customization, allowing businesses to tailor the CRM to their specific needs without requiring extensive technical knowledge.

Key features include reporting tools, mobile functionality through native iOS and Android apps, and team collaboration capabilities. Pipeliner is well-suited for small to large-sized businesses and sales teams that value visual data representation and ease of use. It can accommodate various industries and use cases, from basic sales tracking to complex, multi-stage sales processes.

User reviews highlight Pipeliner's visual pipeline management as a major strength. Many appreciate the minimal training required to get started with the platform. However, some users have noted challenges with integrations and expressed concerns about pricing relative to available features.

It offers four pricing tiers, ranging from $65 to $150 per user per month when billed annually. The Starter plan, suitable for small teams, requires a minimum of three users. The Enterprise plan at $115 per user per month is the most popular option, offering advanced reporting and customization features.

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$16/User, Monthly
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$65/User. Monthly
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • Featured Integrations: Provides efficiency of business operations without the help of IT support by connecting and centralizing the tools that help day-to-day activity. 
  • Customized Models: Leverage different sales models that best suit business needs. Types include inbound sales, relationship-based sales, outbound sales, team sales and account-based sales.  
  • Boundless Conference: Invest in business growth with an annual virtual conference that features live appearances and workshops by eminent professionals. Adds value by enhancing the performance of sales, marketing and customer support teams. 
  • Simplified Usage: Eliminate common process delays such as categorizing contacts, scheduling follow-ups, organizing leads based on priority and deriving social media handles for each contact. The user-friendly interface makes it easy to adapt to the platform’s layout and deliver quick results. 
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  • Market Leader: According to our research, Pipeliner CRM stands out as the top solution, outperforming competitors like Zoho and Salesforce. With an impressive analyst rating of 88 and a user satisfaction rating of 94%, it delivers functionalities that serve diverse business needs.
  • Enhance Team Collaboration: Our analysts ranked Pipeliner CRM as the top choice for team collaboration. It promotes seamless communication between marketing, sales and operations. The “Feeds” feature acts as a shared workspace, providing a complete history of communications for teams.
  • Boost Client Communication: Pipeliner CRM scored 100 in our analysis for its text messaging capabilities. You can reach contacts individually or in bulk and create custom "Feeds Profiles" to display only text messages.
  • Optimize Partner Management: Pipeliner received a perfect 100 for its partner scorecard tool in our analysis. You can assess partner performance, identify improvement areas and measure contributions using customizable scorecards.
  • Simplify Contract Lifecycle: You can create contracts manually or automatically based on orders and effortlessly track contract details and amendment history. This improves visibility into contractual obligations over time.
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  • Add-on Automation: Nutshell Pro adds an extra benefit of sales automation that accelerates the process of gathering leads. It also helps sales teams optimize their efforts and focus more on building relationships. 
  • Pipeline Management: Provides drag-and-drop features to progress leads through the next sales stage and mark them as won, lost or canceled. Enables monitoring sales progress and planning sales strategy accordingly. 
  • Reporting and Performance Tracking: Shows what’s working and what needs to improve by: 
    • Capturing and reporting sales performance, team performance and productivity, and sales forecasts.
    • Monitoring lead volume, analyzing lost deals and tracking customer advancement through the sales funnel.
    • Providing ready-to-use charts and presentations.
  • Contact Management: Helps minimize manual entry and gain insights on leads. Syncs contacts, calendars and emails, as well as logs communications from desktop and smartphones. Also helps manage, import and export data on one dashboard. 
  • Email: Send customers personalized emails by creating and scheduling one-on-one sales drip campaigns that help capture leads. The sequence tool can automatically trigger the sales sequence in the pipeline stage and sends reminders to follow up. 
  • Team Collaboration: Tag, communicate and collaborate with colleagues without missing out on important notifications from clients. Organize and revert to conversations from anywhere using the mobile app. 
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  • Lead Tracking and Prioritization: Pipeliner CRM excels in tracking sales leads using pipelines, helping you identify which clients to prioritize. This feature provides a clear visual representation of the sales process.
  • Automation: The platform helps ensure timely follow-ups and simplify repetitive tasks. This helps your sales teams maintain consistent communication without the risk of overlooking important touchpoints.
  • Voice Caller Integration: You can initiate calls directly from the Pipeliner cloud web application. The calling widget displays the dialed number and reminds users of their outgoing number, improving call management.
  • Custom Reports: Pipeliner CRM scored a perfect 100 for its reporting facility. There are three main types of reports: Standard Table, Pivot Table and Advanced Table. Each type offers data analysis and visualization, with options to embed charts on dashboards.
  • Opportunity Creation and Pipeline Management: The platform enables easy creation and tracking of opportunities using a pipeline view. It allows you to move opportunities through sales stages, with optional or mandatory tasks and activities for each stage.
  • Sales Pipeline / Kanban View: Pipeliner organizes opportunities in a Kanban board, offering visibility across all stages in a single view. This helps your team quickly assess the status of all opportunities.
  • Native iOS and Android Apps: The mobile apps offer features like a Notification Center, Document Scanner and Business Card Scanner. You can view accounts and contacts on maps, create new records using their current location, and perform various actions on the go.
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Product Ranking

#19

among all
CRM Software

#25

among all
CRM Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Pipeliner CRM
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Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 89 91 100 80 82 91 100 71 73 100 88 99 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 830 reviews
Excellent User Sentiment 790 reviews
84%
of users recommend this product

Nutshell CRM has a 'great' User Satisfaction Rating of 84% when considering 830 user reviews from 5 recognized software review sites.

93%
of users recommend this product

Pipeliner CRM has a 'excellent' User Satisfaction Rating of 93% when considering 790 user reviews from 5 recognized software review sites.

4.9 (42)
5.0 (18)
4.1 (415)
4.7 (484)
4.2 (349)
4.7 (215)
4.3 (3)
4.3 (44)
4.3 (21)
4.3 (29)

Awards

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SelectHub research analysts have evaluated Pipeliner CRM and concluded it deserves the award for the Best Overall CRM Software available today and earns best-in-class honors for Opportunity Management, Sales Performance Management and Team Collaboration. Pipeliner CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

Analysts' Pick Award
User Favorite Award
Opportunity Management Award
Sales Performance Management Award
Team Collaboration Award

Synopsis of User Ratings and Reviews

Customer Service: Of users reviewing this aspect, 83% mentioned that the customer support is great and is quick to respond.
Automation and Sync: These features aid email marketing and eliminate manual tasks, as observed by 63% of reviewers referencing them.
Tracking and Reports: All users who reviewed these features liked the accuracy of the platform’s tracking and reporting.
Easy to Use: The platform gets easier with time and the user interface is enjoyable to use, as indicated by 90% of reviews about usability.
Customization: Nutshell offers customizations, including unique tags and fields, that make it fit user requirements, according to 66% of reviews on the subject.
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Visual Pipeline Management: Users appreciated Pipeliner's visual pipeline feature, which provides a clear overview of all critical data points.
Ease of Use: The platform is user-friendly and requires minimal training to get started.
Customizable Features: Pipeliner offers extensive customization options, allowing users to mold the software to their exact needs and easily adjust as their business evolves.
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Workflow Management: Of users who reviewed this feature, 61% said it makes management of workflows difficult, depending on the task allocation.
Price: The platform is not very budget-friendly and adds additional costs for extra features, according to 66% of users referring to this feature.
Integrations: The software uses third-party integrations that make it difficult to operate, as noted by 66% of users reviewing integrations.
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Limited Integrations: Users mentioned challenges with integrating Pipeliner with other business apps.
Pricing: Some users expressed concerns about the pricing, saying they expected more features for the price point.
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Nutshell’s CRM and sales automation platform helps sales teams with lead capturing. Besides being easy to use, it offers great tracking and reporting features. Users also pointed to its customization and automation as key benefits. Having said that, some workflow restrictions make task delegation and operations difficult. Additionally, its third-party integrations make it hard to work seamlessly. It charges additional costs for more advanced features, making it best for companies that only need basic functionality or have the budget to support higher costs.

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Through our thorough analysis and tests, we've found Pipeliner CRM to be a reliable and user-friendly solution that stands out in several key areas. Its visual approach to pipeline management makes it easy to track and manage sales opportunities at a glance. We were particularly impressed by how intuitive the interface is — you can get up and running quickly without extensive training.Pipeliner's customization capabilities let you tailor fields, create custom modules or design specific workflows, adapting to your business needs effortlessly. The mobile apps for iOS and Android are also noteworthy, offering full functionality on the go.Pipeliner excels in promoting team collaboration, with features like the “Feeds” that keep everyone on the same page. The reporting tools are comprehensive, allowing for detailed insights into your sales processes.However, it's worth noting that some users have reported challenges with integrations. While Pipeliner likely offers integration options, they may not be as extensive as some other CRMs in the market, like Zoho, Salesforce or Hubspot. Additionally, a few users felt the pricing was on the higher side for the features offered.All around, Pipeliner CRM is well-suited for organizations that value a clear, visual representation of their sales pipeline and need a system that can grow and adapt to their business. While it offers many advantages, potential users should consider their specific integration needs and budget constraints when evaluating the software.

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