Home/CRM Software/Nutshell vs KeapUpdated on: March 28, 2024

Compare Nutshell vs Keap

94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Nutshell
Nutshell CRM Software (1641 Ratings)
94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Keap
Keap CRM Software (3130 Ratings)
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Zoho CRM
Zoho CRM CRM Software (4237 Ratings)
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94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Nutshell

Nutshell

CRM Software (1641 Ratings)
94% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Keap

Keap

CRM Software (3130 Ratings)
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Zoho CRM

Zoho CRM

CRM Software (4237 Ratings)
Get Free Quote

Get Free Quote

Get Free Quote

Overview

Summary

Nutshell is a sales automation CRM and email marketing tool for B2B teams to help them optimise their efforts and focus more on building good relationships. Its marketing solution seamlessly connects with users CRM data, enabling them to get their sellers and marketers to a point where both get benefited. The tool also automates the process of personal email sequences and provides funnel and activity reports to users in real-time. Nutshell can be used to design and send marketing emails to thousands of contacts in one go. It helps users to create highly targeted audiences based on their customer data. The impact of email marketing campaigns can also be tracked in real-time. Nutshell makes the work a lot easier by bringing multiple tools for sales and marketing in one place. It is the most flexible CRM solution for sales reps, offering four different views, list, chart, board and map, to manage the work pipeline. ..show more

Keap is an intuitive Sales, CRM and Marketing Automation software that can be utilised by businesses to enhance their sales and save time as well. Companies get to generate more leads, sort them out and forward the right kind of messages to the right people. They can also trust on the particular to generate a robust customer experience and gather loyal patrons. Its inbuilt features and functionality include email marketing, reporting and analytics, sales pipeline, CRM, sales and marketing automation, appointments, payments and more. Users can leverage Keap to generate custom forms and embed them within their landing pages and websites. This also helps them trigger automated actions in real-time. Inbuild SMS and Email marketing feature help users forward broadcast messages to individual target groups, driving in greater sales. They can also automate the entire sales follow-up and enhance lead conversion rates through the sales pipeline. ..show more

Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. ..show more

Features

AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services

Customization Helps to customize the system for use in industry-specific use cases

Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Document Management Ability to store and manage various information and documents in electronic format.

IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis

Lead Management A systemized and organized way of managing all your leads and their conversation.

Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.

List Management Enables management of multiple lists and communications with them

Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI

Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.

Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity

Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms

Referral Tracking Track and manage your referred customers.

Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Sales Force Automation Streamlined management of the sales cycle from lead to close

Territory Management Helps to assign, manage sales territories and conveniently track their progress

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Ann Arbor, Michigan / +1 888-336-8808

Chandler, AZ - 85286 / +1 866-800-0004

Pleasanton, California - 94588 / +1 877-834-4428

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Foundation
$19 /User/Month

Simple, flexible CRM that helps teams organize their contacts, leads, and conversations.

Features

  • Unlimited Data, People, Company, Leads
  • Contact management and communication timelines
  • Email and calendar sync
  • Customizable single sales pipeline
  • Free live support
Pro
$49 /User/Month

CRM, sales automation, and advanced reporting to help your team maximize every opportunity.

Features

  • Includes features of Foundation plan, plus
  • Sales automation
  • Multiple pipelines
  • Personal email sequences
  • Full reporting suite, including Activity, Funnel, and Forecast reports
Power AI
$59 /User/Month

Harness the power of Artificial Intelligence to improve efficiency, effectiveness and revenue in your CRM.

Features

  • Includes features of Pro plan, plus
  • 50 AI timeline summarizations per user each month
  • AI timeline summarization (Yearly Plan)
  • Zoom transcription summarization
  • Click tracking & notifications (also in Pro)
  • Connected form set up (also in Pro)
  • Unlimited in-app phone dialing and recording (also in Pro)
Enterprise
$79 /User/Month

No limits. No caps. No breaking the bank. Our tier that gives your team the most firepower without costing a fortune.

Features

  • Includes features of Power AI plan, plus
  • Unlimited pipelines and custom fields
  • 100 AI timeline summarizations per user each month
  • Audit log, Changelog and Read-only SQL access
  • Multiple currencies
  • Free scheduled phone support
  • Ongoing white glove imports
  • API support
View Price Page
Pro
$199 /Month

Includes 1500 Contacts and 2 users

Additional users are $29 each

For smaller teams looking to automate basic sales, marketing and business processes

Features

  • Email marketing
  • Marketing, sales & workflow automation
  • Lead capture & automated follow-up
  • Lead & client management (CRM)
  • Pipeline
  • Quotes, invoices & payments
  • Landing pages & online sales
  • Text marketing (U.S.)*
  • Dedicated phone line (U.S. & Canada)
  • Appointments

Note:

  • Based on the Number of Contacts, the pricing plan varies.
  • *Includes a 3-month trial of voice and text, then $9/mo
  • Cost shown above does not include the one-time fee for our required onboarding services.
Max
$299 /Month

Includes 2500 contacts and 3 users

Additional users are $29 each

For growing teams who need advanced ecommerce and reporting capabilities

Features

  • Includes features of Pro plan, plus:
  • Advanced lead optimization
  • Enhanced landing pages & sales tools
  • Ecommerce tools
  • Advanced reporting

Note:

  • Based on the Number of Contacts, the pricing plan varies.
  • Cost shown above does not include the one-time fee for the required onboarding services.
Ultimate
$299 /Month

Includes 2500 contacts and 3 users

Additional users are $29 each

For larger teams with advanced workflows and powerful automation needs

Features

  • Includes features of Max plan, plus
  • Premium CRM & sales management
  • Advanced marketing & sales tools
  • Custom user access controls
  • Affiliate management & collaboration
  • Advanced reporting

Note:

  • Based on the Number of Contacts, the pricing plan varies.
  • Cost shown above does not include the one-time fee for our required onboarding services.
View Price Page
Standard
$20 /User/Month

Automate and optimize your sales cycle

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
  • Automation and Process Management
    • Workflow rules
    • Email notifications
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
Professional
$35 /User/Month

Improve customer acquisition and accelerate growth

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
    • Macros
    • SalesSignals
    • Assignment rules
  • Automation and Process Management
    • Workflow rules
    • Email notifications
    • Blueprint
    • Webhooks
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
    • Validation rules
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
    • Custom reports and dashboards (Unlimited)
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
    • Email relay
    • CRM for Google Ads
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
    • Field-level security
Enterprise
$50 /User/Month

Manage global CX operations with the complete CRM

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
    • Macros
    • SalesSignals
    • Assignment rules
    • Multiple scoring rules
    • Custom SalesSignals
    • Email parsers
    • Data entry wizards
    • Portals
  • Automation and Process Management
    • Workflow rules
    • Email notifications
    • Blueprint
    • Webhooks
    • Record approval process
    • Data review process
    • Custom functions
    • CommandCenter
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
    • Validation rules
    • Custom modules
    • Custom buttons
    • Page layouts
    • Translations
    • Developer sandbox
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
    • Custom reports and dashboards (Unlimited)
    • Advanced dashboard components
    • Anomaly detectors
    • Webform analytics
  • Artifical Intelligence
    • Data enrichment
    • Prediction
    • AI sales forecasting
    • Anomaly detection
    • Recommendation
    • AI analytics
    • Communication
    • Image validation
    • Conversational AI
    • Email intelligence
    • Conversation intelligence
    • Voice of the Customer
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
    • Email relay
    • CRM for Google Ads
    • Attribution
    • Segmentation
    • Auto-responders
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
    • Field-level security
    • Reporting hierarchy
    • Record-level sharing
    • Territory management
    • Data encryption
  • Lite users add-on
    • Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly)
Ultimate
$65 /User/Month

Scale exponentially with dedicated BI capabilities

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
    • Macros
    • SalesSignals
    • Assignment rules
    • Multiple scoring rules
    • Custom SalesSignals
    • Email parsers
    • Data entry wizards
    • Portals
  • Automation and Process Management
    • Workflow rules
    • Email notifications
    • Blueprint
    • Webhooks
    • Record approval process
    • Data review process
    • Custom functions
    • CommandCenter
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
    • Validation rules
    • Custom modules
    • Custom buttons
    • Page layouts
    • Translations
    • Developer sandbox
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
    • Custom reports and dashboards (Unlimited)
    • Advanced dashboard components
    • Anomaly detectors
    • Webform analytics
    • Zoho Analytics
  • Artifical Intelligence
    • Data enrichment
    • Prediction
    • AI sales forecasting
    • Anomaly detection
    • Recommendation
    • AI analytics
    • Communication
    • Image validation
    • Conversational AI
    • Email intelligence
    • Conversation intelligence
    • Voice of the Customer
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
    • Email relay
    • CRM for Google Ads
    • Attribution
    • Segmentation
    • Auto-responders
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
    • Field-level security
    • Reporting hierarchy
    • Record-level sharing
    • Territory management
    • Data encryption
  • Lite users add-on
    • Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly)
CRM Plus
$69 /User/Month

Unify sales, service, and marketing on one platform

Features

  • Eight apps, all features included
  • Users have access to all apps
  • Fully integrated
CRM Flex
$14 /User/Month

billed Yearly

Build a custom sales, service, and marketing bundle

Features

  • Select the apps you need
  • Select editions and users for each app
  • Fully integrated
View Price Page

SCREENSHOTS

Nutshell Screenshots
View 7 screenshot(s)
Keap Screenshots
View 6 screenshot(s)
Zoho CRM Screenshots
View 13 screenshot(s)

INTEGRATIONS

  • Slack
  • Sage Intacct
  • Box
  • ClickFunnels
  • Basecamp
  • Google Sheets
  • Wufoo
  • GitLab
  • Wrike
  • Yesware
  • Zapier
  • Stripe Payments
  • Campaign Monitor
  • MailChimp
  • Amplitude
  • DocuSign
  • Constant Contact
  • Evernote
  • Todoist
  • ConvertKit
  • Jira
  • Calendly
  • Citrix Podio
  • Olark
  • Gmail
  • Webflow
  • Dropbox Business
  • RightSignature
  • Braze
  • Asana
  • Tableau
  • Teamwork
  • Mixpanel
  • Quickbooks
  • PandaDoc
  • CallHippo
  • Zendesk Sell
  • Freshbooks
  • Zoom
  • Xero
  • Intercom
  • WordPress
  • RingCentral Office
  • 3CX
  • LivePerson
  • Five9
  • Gravity Forms
  • Pure Chat
  • Unbounce
  • AdRoll
  • Google Drive
  • LiveChat
  • Sitecore Experience Platform
  • Shopware
  • Shopify
  • Notion
  • 123FormBuilder
  • Gmail
  • WordPress
  • OptinMonster
  • BigCommerce
  • Jotform
  • ThriveCart
  • Workato
  • Leadpages
  • Typeform
  • WebinarJam
  • Wistia
  • Privy
  • AppointmentCore
  • WooCommerce
  • ScheduleOnce
  • Quickbooks
  • Shopify
  • Zapier
  • Automate.io
  • PieSync
  • Xero
  • Leadfeeder
  • Slack
  • Box
  • Zoho Creator
  • Zoho SalesIQ
  • Google Sheets
  • Zoho Desk
  • Saasu
  • Zapier
  • ClickDesk
  • Zoho Sign
  • Zoho Projects
  • PieSync
  • Knowlarity
  • GotoMeeting
  • MailChimp
  • Adobe Sign
  • Zoho Expense
  • DocuSign
  • Constant Contact
  • Zoho Campaigns
  • GetResponse
  • Front
  • Dropbox Business
  • SurveyMonkey
  • Zoho Survey
  • QuoteWerks
  • Quickbooks
  • PandaDoc
  • Zoho Books
  • Zoom
  • Eventbrite
  • Xero
  • Zoho Forms
  • iQuoteXpress
  • Zoho Cliq
  • ActiveCampaign
  • RingCentral Office
  • Twilio Flex
  • Zoho Meeting
  • Zoho Billing
  • Unbounce
  • GoToWebinar
  • Google Drive
  • Proposify
  • Shopify
  • Zoho Social

ALTERNATIVES

Top alternatives to Nutshell

Salesforce
Salesforce
Pipedrive CRM
Pipedrive CRM
HubSpot CRM
HubSpot CRM
Zoho Books
Zoho Books
Zoho CRM
Zoho CRM

Top alternatives to Keap

Monday Hero
Monday Hero
ConvertKit
ConvertKit
Salesforce
Salesforce
Kajabi
Kajabi
Pipedrive CRM
Pipedrive CRM