Home/CRM Software/Nutshell vs Method CRM
Updated on: August 19, 2022

Compare Nutshell vs Method CRM

93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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Nutshell
Nutshell CRM Software
(1483 Ratings)
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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Method CRM
Method CRM CRM Software
(181 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
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91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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Act!
Act! CRM Software
(441 Ratings)
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93% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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Nutshell

Nutshell

CRM Software
(1483 Ratings)
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Method CRM

Method CRM

CRM Software
(181 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
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Act!

Act!

CRM Software
(441 Ratings)
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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. ..read more

Method CRM is a customisable QuickBooks Customer Relationship Management software. It assists admins in saving time by simplified contact management, activity tracking, and accurate estimating. The software ensures that all management systems are properly synchronised, while its two-way integration with QuickBooks offers businesses the edge they need. Method CRM offers customisable built-in solutions to manage leads and invoicing as well. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier enables users to focus more on the growth of business and less on mechanical data entry. The software’s simplified lead tracking feature can be used to record interactions, schedule follow-ups and assign tasks to teammates at the same time. Moreover, real-time status view functionality offered by Method, helps businesses look into ongoing deals while managing the entire sales process by organising sales data in a centralised system. The software also provides personalised service with the customer's history of interactions, purchases etc., keeping customers engaged with timely follow-ups. ..read more

Salesforce is a futuristic Customer Relationship Management Software bringing companies and their customers together. The integrated software helps departments like commerce, marketing, sales and service to get a unified view of each client. Moreover, companies can also leverage on the particular to deliver amazing shopping experiences to individual buyers, automate time-consuming jobs, assure quick resolution to queries raised from the customers front and strategise personalised marketing schemes. The solution serves organisations scattered across industries like retail, automotive, higher education, public sector, media, communication, hospitality and transportation, nonprofit and more. With Salesforce, organisations get the advantage of joining the 150,000+ like-minded companies where they can find a massive community of experts ready to help in their company’s growth, besides offering an estimate of their Return on Investment (ROI). Lastly, AI technology equipped chatbot (Einstein) within the software helps companies reassess past interactions with individual clients and better understand raised queries. ..read more

Act! CRM is designed keeping in mind the needs of small size and mid size businesses to build lasting relationships with their customers. The software lets you personalize your platform and work-station the way you want so that your employees can adapt to it easily. Make informed decisions with Act! by using its interactive visual dashboard which displays snapshots of real-time metrics. You can also customize these reports in your unique way to get a better understanding of it. With Act! CRM, you get a number of powerful marketing and sales features that help you fuel your business growth. You can also send mobile-friendly campaigns that can drive sales to your contacts and groups. ..read more

Features

Call Logging

Contact Management

Customer Support

Lead Scoring

List Management

Marketing Automation

Product Catalog

Project Management

Quotes (Proposals)

Referral Tracking

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

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

Ontario, Canada / +1 888-925-6238

San Francisco, California / +1 800-667-6389

Denver, Colorado / +1 866-873-2006

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

Starter
$22 /User/Month

Pricing varies based on number of users

Features

  • Contact management and communication timelines
  • Activity reminders
  • Email and calendar sync
  • Customizable single sales pipeline
  • Sales reporting and forecasting
  • Drag-and-drop pipeline board and interactive lead map

Pro
$39 /User/Month

Pricing varies based on number of users

Features

  • Includes features of Starter plan, plus
  • Sales Automation
  • Unlimited pipelines
  • Personal email sequences
  • Activity and funnel reporting
  • Unlimited in-app phone dialing and recording
View Price Page
Contact Management
$28 /User/Month

Features

  • Real-time, two-way sync with QuickBooks Online
  • Patented two-way sync with QuickBooks Desktop
  • Add customers and vendors
  • Email Sidebar management
  • Activity reminders
  • Calendar view
  • Customer management
  • Vendor management
  • Unlimited contact records
  • Unlimited custom fields
  • Communication history
  • Add tags
  • Custom list views
  • Self-serve contact portals
  • Send emails
  • Email templates
  • Activity management
  • Calendar
  • Workflow automation
  • Custom reports
  • Dashboards
  • DIY customization
  • Free hour with customization expert
  • Zapier integration
  • Gmail add-on
  • Outlook add-on
  • Mailchimp integration
  • Google Calendar integration
  • API access
  • Email support
  • Live chat support
  • Phone support
  • Personalized demo
  • Customer success manager
  • Self-service help center
  • Restrict user permissions
  • Single sign-on with Google
  • Single sign-on with Intuit
  • Mobile app for iOS and Android
  • Data import and export
CRM Pro
$49 /User/Month

Features

  • Includes features of Contace management plan, plus
  • View and create estimates
  • View and create sales orders
  • View and create invoices
  • View and create sales receipts
  • View, create, and process payments
  • Web to lead form
  • Sales opportunities
  • Custom opportunity stages
  • Pipeline reports
  • Accept payments through contact portals
CRM Enterprise
$85 /User/Month

Features

  • Includes features of CRM pro plan, plus
  • View and create purchase orders
  • View and create bills
  • Manage customer support cases
  • Let customers submit support cases through portals
View Price Page
Essentials
$25 /User/Month

billed Yearly

All-in-one sales and support app

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Salesforce Mobile App
  • Full Offline Mobile Functionality
  • Customizable Reports and Dashboards
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : 5 processes & 5 flows per org
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Email Integration with Outlook
  • Google Apps Integration
Professional
$75 /User/Month

billed Yearly

Complete CRM for any size team

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Registration and Rules-Based Lead Scoring
  • Collaborative Forecasting
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Rules-Based Lead Scoring
  • Lead Registration
  • Campaign Influence : 3 campaigns per opportunity
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Person Accounts
  • Sales Console App : 1 custom app per org
  • Salesforce Mobile App
  • Full Offline Mobile Functionality
  • Collaborative Forecasting
  • Forecasting Mobile App
  • Contracts
  • Sales Orders
  • Products and Price Books
  • Quotes
  • Customizable Reports and Dashboards
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : 5 processes & 5 flows per org
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Unlimited Custom Applications
  • Customizable Profiles and Page Layouts : 2 profiles per org
  • Roles and Permissions : 2 roles per org
  • Record Types (Per Object) : 3 types per object
  • Developer Sandbox
  • Developer Pro Sandbox : Available for purchase
  • Email Integration with Outlook
  • Google Apps Integration
  • Lightning Sync
  • Web Services API : Additional $25 per User per Month
Enterprise
$150 /User/Month

billed Yearly

Deeply customizable sales CRM for your business

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Registration and Rules-Based Lead Scoring
  • Collaborative Forecasting
  • Workflow and Approval Automation
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Rules-Based Lead Scoring
  • Lead Registration
  • Campaign Influence : 5 campaigns per opportunity
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Person Accounts
  • Sales Console App
  • Sales Teams
  • Calendar All
  • Salesforce Mobile App
  • Full Offline Mobile Functionality
  • Collaborative Forecasting
  • Forecasting Mobile App
  • Custom Opportunity Fields in Forecasting
  • Opportunity Splits
  • Enterprise Territory Management
  • Contracts
  • Sales Orders
  • Products and Price Books
  • Quotes
  • Customizable Reports and Dashboards
  • Advanced Reporting Features
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : Unlimited
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Unlimited Custom Applications
  • Customizable Profiles and Page Layouts : Unlimited
  • Roles and Permissions : Unlimited
  • Record Types (Per Object) : Unlimited
  • Developer Sandbox
  • Developer Pro Sandbox : Available for purchase
  • Partial Sandbox : 1 Partial Sandbox included per org
  • Full Sandbox : Available for purchase
  • Platform
  • Workflow and Approval
  • Email Integration with Outlook
  • Google Apps Integration
  • Lightning Sync
  • Web Services API
Unlimited
$300 /User/Month

billed Yearly

Unlimited CRM power and support

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Registration and Rules-Based Lead Scoring
  • Collaborative Forecasting
  • Workflow and Approval Automation
  • 24/7 Support and Configuration Services
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Rules-Based Lead Scoring
  • Lead Registration
  • Campaign Influence : 5 campaigns per opportunity
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Person Accounts
  • Sales Console App
  • Sales Teams
  • Calendar All
  • Salesforce Mobile App
  • Full Offline Mobile Functionality
  • Collaborative Forecasting
  • Forecasting Mobile App
  • Custom Opportunity Fields in Forecasting
  • Opportunity Splits
  • Enterprise Territory Management
  • Contracts
  • Sales Orders
  • Products and Price Books
  • Quotes
  • Customizable Reports and Dashboards
  • Advanced Reporting Features
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : Unlimited
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Unlimited Custom Applications
  • Customizable Profiles and Page Layouts : Unlimited
  • Roles and Permissions : Unlimited
  • Record Types (Per Object) : Unlimited
  • Developer Sandbox
  • Developer Pro Sandbox
  • Partial Sandbox : 1 Partial Sandbox included per org
  • Full Sandbox : 1 Full Sandbox included per org
  • Platform
  • Workflow and Approval
  • Email Integration with Outlook
  • Google Apps Integration
  • Lightning Sync
  • Web Services API
View Price Page
Starter (Act! CRM)
$18 /User/Month

Basic CRM + eMarketing

Features

  • Customer management
  • Task & activity management
  • Calendar
  • Notes & history
  • Companies
  • Act! Companion - Mobile App
  • Dashboard
  • Groups and Search
    • Dynamic Lists
    • Global Search
  • Opportunity and Pipeline Management
    • Opportunity Management
  • Administration and Customization
    • Preferences - Partia
    • User management
  • Platform and Technology
    • Data import tool
    • Cloud storage - 2 GB
    • Additional Cloud Storage (per 4Gb) : $5 per Month
  • EMarketing (Included)
    • Contacts - Unlimited
    • Email sends/mo - 2,500
    • Email marketing
    • 170+ responsive templates
    • Interactive template editor
    • Email tracking & metrics
    • Turnkey campaigns
    • HTML email editor
    • Drip marketing
    • Visual workflow designer
    • Campaign calendar
    • Deliverability & Compliance Tools
  • Service and Add-Ons
    • Additional email sends - Add'l 2,500 sends per Month : $10 per Month
    • Additional domains (per domain) - $50 per Month
  • Customer Support
    • Getting started webinars/Q&A
    • Self-Service Resources - Guides
    • Knowledgebase
    • Web chat1
    • Professional services2 - $99 per Hour

Note :

*Please select the region selector at the top of this page to see product availability and pricing for your region.
1US: M-F 7:00am-8:00pm Eastern
2Each Professional Services session is billed a minimum of one hour; no pro-rations or partial hour billing.

Professional (Act! CRM)
$35 /User/Month

Full-featured CRM + eMarketing

Features

  • Includes features of Starter plan, plus
  • Opportunity and Pipeline Management
    • Sales Process Management
    • Products & Pricing
    • Sales Opportunity Kanban Board
  • Integrations
    • Microsoft Integration
    • Google Integration
    • Zoom Integration
    • QuickBooks Integration
  • Administration and Customization
    • Preferences
    • User management
    • Custom fields
  • Platform and Technology
    • Data import tool
    • Cloud storage - 4 GB
  • EMarketing Included
    • Social sharing
    • Landing pages
    • Surveys
  • Marketing Automation
    • Marketing Automation to CRM workflow
    • Response-driven nurture marketing
    • Advanced lead capture
    • Lead management & scoring
    • Event marketing
  • Services and Add-Ons
    • SMS - phone number + 500 sends per Month - $625 per Month
    • SMS - per additional 500 sends per Month - $5 per Month
  • Customer Support
    • Product support by phone1
    • Product support via remote access
Expert (Act! CRM)
$65 /User/Month

Advanced CRM + eMarketing

Features

  • Includes features of Professional plan, plus
  • Platform and Technology
  • Cloud storage - 6 GB
  • EMarketing Included
    • Email sends/mo - 50,000
  • Marketing Automation
    • Asset Tracking tracking
    • Website activity tracking
    • Progressive profiling
    • A/B testing
  • Customer Support
    • Saturday phone support
    • Appointment setting
    • Priority queuing
Act Premium (Act! premium)
$37.5 /User/Month

billed Yearly

Full-featured CRM for individuals and teams

Features

  • Rich account management
  • Calendar & activity tracking
  • Dynamic sales pipeline management
  • Act! Insight analytics
  • Office, Outlook®, & Google™ integration
  • Act! Companion mobile app
  • Act! Marketing Automation (Basic tier)
  • Data import tool
  • Expert technical support3
  • Windows® 11 compatible

Featured add-on

1. Marketing Automation : Basic (Included)

Entry-level email marketing capabilities to help you get the word out and stay in touch.

  • 2,500 emails per month to unlimited contacts
  • Email marketing
  • 170+ responsive templates
  • Interactive template editor
  • Email tracking & metrics
  • Drip marketing 1
  • Visual workflow designer 1
  • Campaign calendar
  • Deliverability & compliance tools

2. Select - +$79 per Account per Month billed Yearly

Powerful marketing automation features to engage your customers and grow your business

  • 25,000 emails per month to unlimited contacts
  • Includes features of Basic plan, plus
  • Turnkey campaigns
  • HTML email editor
  • Social sharing
  • Landing pages
  • Surveys
  • Drip marketing
  • Visual workflow designer
  • Team Management

3. Complete - +$199 per Account per Month billed Yearly

Full-featured marketing automation and time-saving CRM workflow to connect your sales and marketing efforts

  • 50,000 emails per month to unlimited contacts
  • Includes features of Select plan, plus:
  • Marketing automation to CRM workflow
  • Response-driven nurture marketing
  • Asset tracking
  • Advanced lead capture
  • Lead management & scoring
  • Event marketing
  • Website activity tracking

4. Advanced - +$399 per Account per Month billed Yearly

Sophisticated marketing automation features and valuable consulting services to fast-track your success

  • 100,000 emails per month to unlimited contacts
  • Includes features of Complete plan, plus
  • Progressive profiling
  • A/B testing

Additional add-ons

  • Enhanced Support : + $10 per User per Month billed Yearly

Experience VIP service with feature guidance by phone, remote support on request, dedicated web chat, and more.

  • Custom Tables : +$10 per User per Month billed Yearly

Unlock the full potential of Act!. Leverage the power of Custom Tables to bring complex data sets, unique business processes, and specialized industry practices together in Act!.

View Price Page

SCREENSHOTS

Nutshell Screenshots
View 7 screenshot(s)
Method CRM Screenshots
View 5 screenshot(s)
Salesforce Screenshots
View 3 screenshot(s)
Act! Screenshots
View 0 screenshot(s)

INTEGRATIONS

  • Intercom
  • Olark
  • Dropbox Business
  • RightSignature
  • RingCentral Office
  • Slack
  • Gravity Forms
  • Pure Chat
  • Box
  • MailChimp
  • Constant Contact
  • Google Sheets
  • Google Drive
  • Quickbooks
  • PandaDoc
  • Zapier
  • Zendesk Sell
  • PayPal
  • Quickbooks
  • Zapier
  • MailChimp
  • Pardot
  • Freshdesk
  • Dropbox Business
  • ActiveCampaign
  • Slack
  • Quickbooks
  • MuleSoft Anypoint Platform
  • Zendesk Sell
  • MailChimp
  • DocuSign
  • Jira
  • Gmail
  • DocuSign
  • Zoom

ALTERNATIVES

Top alternatives to Nutshell

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

Top alternatives to Method CRM

HubSpot CRM
HubSpot CRM
Salesforce
Salesforce
Zoho CRM
Zoho CRM
Pipedrive
Pipedrive
SugarCRM
SugarCRM