# Compare Claritysoft CRM vs Nutshell 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Claritysoft CRM and Nutshell based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/123868-144340/Claritysoft-CRM-vs-Nutshell

---

# Claritysoft CRM vs Nutshell Features and Cost Comparison

Last updated April 6th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Claritysoft CRMNutshell2/4 selected

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.4 (620)](https://www.capterra.com/p/144340/Nutshell/reviews/)

[## Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

Starting Price

$49.00/month

Value-for-Money

4.6

Functionality

4.2

Ease of Use

4.5

Customer Service

4.6

Reviews Sentiment

Based on [243 reviews](#user-reviews)

Positive

231

Neutral

8

Negative

4

[## Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.4 (620)](https://www.capterra.com/p/144340/Nutshell/reviews/)

Starting Price

$13.00/month

Value-for-Money

4.4

Functionality

4.1

Ease of Use

4.4

Customer Service

4.4

Reviews Sentiment

Based on [620 reviews](#user-reviews)

Positive

546

Neutral

60

Negative

14

## Send this comparison chart to my inbox

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

What’s your intended use case?

## Summary

* * *

Key features rated by users

Features selected based on 17,542 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

72%Fit

Missing features

Not enough reviews

Feature ratings

Data Security

NA

Contact Management

4.5

Lead Management

4.4

Sales Pipeline Management

4.5

Activity Dashboard

5.0

73%Fit

Missing features

Not enough reviews

Feature ratings

Data Security

NA

Contact Management

4.5

Lead Management

4.5

Sales Pipeline Management

4.5

Activity Dashboard

5.0

User satisfaction

User satisfaction

4.5

User reviews[243](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

Ease of use

4.5

Functionality

4.2

Value for money

4.6

Customer support

4.6

User satisfaction

4.4

User reviews[620](https://www.capterra.com/p/144340/Nutshell/reviews/)

Ease of use

4.4

Functionality

4.1

Value for money

4.4

Customer support

4.4

Price starts from

Price starts from

$49Per User, Per Month

-   Free version
-   Free trial

Price starts from

$13Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Claritysoft CRM delivers the power, ease and affordability to help small, medium and large companies. Flexibility and Ease of customization enable us to serve companies in most industries as well.

Best for

Nutshell is built for relationship-focused B2B organizations that are tired of juggling separate sales and marketing tools and don’t want to pay a full time admin to manage the software.

## User reviews

Pros & cons

FS

Flavia S.

Custom Groups Consultant

> "The dashboard and reporting tools provide useful insights, and it supports team collaboration effectively. While there are a..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205)

JH

Jameela H.

Instructor

> "App is confused if it's a one page app or a sequential app. Why does the time change after you change the date? And why isn't..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784)

JS

Jessica S.

Admin

> "Claritysoft CRM has a pleasing, uncluttered user interface, and is a simple, efficient client resource management tool for..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106649)

RR

Rob R.

New Member Engagement Coordinator

> "However, the import and export tools can be a bit challenging to work with, which occasionally slows down data management."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106293)

LM

Lisa M.

Marketing Coordinator

> "We really like that you can change the layout of your contact/account cards using their design tool, and can add or eliminate..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106221)

JH

Jameela H.

Instructor

> "It's hard to get a lot of information on a single page, so I miss tasks sometimes because they're cut off."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784)

FS

Flavia S.

Custom Groups Consultant

> "I also appreciated the customizable reporting and dashboards, which give real-time insights into sales performance and..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205)

JR

Johan R.

Tutor

> "It often takes multiple clicks to create something, and to delete something can take even more."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106389)

JR

Johan R.

Tutor

> "The way they organized the tabs was useful for being able to access information, while not overloading everything into one..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106389)

SH

Sarah H.

Assistant manager

> "no ability to separate ones I have start that I No longer need but am unable to move somewhere"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110374)

FS

Flavia S.

Custom Groups Consultant

> "The interface makes it easy to manage contacts, track sales opportunities, and automate tasks without a steep learning curve."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205)

JC

Jen C.

Registrar

> "We have to have 2 fields for email addresses because the blue print Email field doesn't flow into the Project."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6860248)

KS

Katie S.

Adminstrative Manager

> "Being able to have certain project limited in view and scope to certain team members has been very good for client..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106583)

JR

Johan R.

Tutor

> "Claritysoft CRM is a little 'clunky' when it comes to data entry and data creation."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106389)

DJ

David J.

President

> "I am able to see my sales pipeline potential and create action steps to achieve closer of new accounts."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106395)

MH

Monica H.

Inside Sales

> "I feel the Claritysoft program is very very indepth and that there are almost too many features, in that lots do not get used."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106228)

CC

Chris C.

Project Manager

> "I find Claritysoft extremely useful in organizing my opportunities from prospecting to closure. As my sales are a bit..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868993)

JA

Jared A.

Growth Marketing - UX Lead Synoptix Software

> "Certain reporting features, including dashboards, felt a little restrictive."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106558)

JB

Jeremy B.

Owner and Founder

> "For my particular line of work, keeping the "Leads" and "Contacts" in separate is a nice touch. But the ease of creating..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6749055)

HL

Henry L.

Tutor

> "It can sometimes be a bit difficult to sort through clients, especially since our clients will transition out of our services..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6871648)

VR

Verified Reviewer

Academic Tutor

> "Mostly positive, as it has allowed me to keep track of all the profiles and be able to maintain detailed notes on them."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869042)

VR

Verified Reviewer

Supply and Operations Manager

> "The mobile app is still very lackluster, as well as the mobile version of the site, although much improved, still has limited..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869007)

OE

Oscar E.

Medical technicians

> "It is super helpfull and convenient keeps all my task organized and my customer information in one place"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106198)

JA

Jared A.

Growth Marketing - UX Lead Synoptix Software

> "The PDF Quotation feature is also very finicky."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106558)

JH

Jameela H.

Instructor

> "There are also lots of features to store information and to organize events."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784)

RR

Rob R.

New Member Engagement Coordinator

> "The import/export tools can be a little difficult to work with."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106293)

SF

Seth F.

Medical Service Representative

> "It’s a very effective tool that makes my job as a service rep much simpler and less time consuming."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106314)

RT

Russell T.

Chief Revenue Officer

> "Dashboards - I don't think they are great when I compare to other CRM's I have used and also my clients use."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7108189)

JD

John D.

Sales Manager

> "I can order everything and see all my customers in one setting and it is very easy to make the orders."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106285)

MD

Matthew D.

Director

> "Exporting lists is also somewhat inconsistent"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106627)

JS

Jessica S.

Admin

> "Claritysoft CRM is beyond satisfactory when it comes to client database management and general workflow automation."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106649)

MF

Michele F.

Marketing

> "There seems to be limitations for filtering data between multiple modules. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868966)

MH

Monica H.

Inside Sales

> "I learned alot of new tips on how to stay better organized with reminders, tasks, etc. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106228)

TT

Trey T.

Sales Rep

> "It can be a little tedious to add account names when you put in the activity you are working on ."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6841953)

MO

Mariia O.

Sales

> "Super easy and excellent tool to track the progress and all the leads, customers, accounts."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106184)

TT

Trey T.

Sales Rep

> "I don’t like having to jump out of creating a new opportunity to add a new contacts information to an account ."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6841953)

KB

Kevin B.

Academic and Test Prep Tutor

> "Claritysoft has been a total upgrade versus the other softwares I’ve tried, and the flexibility is also a life saver."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106357)

ED

Evan D.

Tutor

> "Organization of information/accounts isn't the easiest to navigate"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107391)

CS

Caecilia S.

Team Leader

> "Compared to the bulky dinosaur that was our old CRM especially, Claritysoft feels like a breath of fresh air--faster,..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6841733)

OE

Oscar E.

Medical technicians

> "Crashes/and slow to load on times"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106198)

GC

George C.

Attorney- Owner

> "The Claritysoft support was able to easily explain the additional things I needed."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106249)

MC

Martin C.

Academic Private Tutor

> "There is too many buttons."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106260)

CM

Chayeane M.

Account Executive - Wire Sales

> "I appreciate all the updates they continue to implement in order to give users a better and more effective experience."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106180)

MP

Michael P.

Vice President Commercial Banking

> "I personally found Salesforce a bit overwhelming for the client based that I had to manage. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869031)

DF

Davina F.

Business Operations Manager

> "The system is much more intuitive than the overwhelming Zoho and Salesforce."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106229)

WS

Wendy S.

Strategic Account Specialist

> "Not really sure how to use it properly and we have been trained at my company."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107318)

CM

Chasity M.

Admin Asst

> "It works quickly, is updated often, and provides support as needed."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7117488)

CD

Christian D.

Director of Strategic Partnerships

> "Not enough documentation is available to use the crm on mobile devices"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6313655)

DW

Dawna W.

Systems Specialist

> "Always reliable and can access from anywhere! If I have ever run into an issue, customer support is always there to help!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106190)

Camilla O.

head of creative and design and marketing specialist

> "it kept having issues with intergrations."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868881)

BG

Britany G.

Associate Director

> "On top of that, the product has exceeded expectations in both quality and performance."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106200)

GC

George C.

Attorney- Owner

> "The only other issue is my fault, I wish that I would use it more."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106249)

JP

John P.

General manager

> "For the price we're paying and how much we've customized it, I would say we're pretty satisfied and considering staying..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110317)

FC

Foy C.

business solutions consultant

> "lovely, I absolutely hate the new program that we are using and wish that we were still using clarity soft"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868889)

DS

Darlene S.

Owner

> "We don't use many of the marketing features, but what we do use works great."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106414)

JC

Jen C.

Registrar

> "It has been a frustrating switch from our old database."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6860248)

GC

George C.

Attorney- Owner

> "It makes for an easy follow-up that my business deals are going as planned."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106249)

WS

Wendy S.

Strategic Account Specialist

> "mediocre. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107318)

SH

Sarah H.

Assistant manager

> "I have been able to import contacts seamlessly and easy."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110374)

AK

Ari K.

Energy Consultant

> "I was unhappy with their attitudes to be honest."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106208)

GJ

Garry J.

Investment account manager

> "I really enjoyed the ability to do mass emails."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7108411)

DB

Diane B.

Operations Support Specialist

> "too much wasted real estate in a window for short data fields."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6160778)

LL

Luanne L.

Director of Business Development

> "It's a good value for the money, fairly intuitive to use and is customizable to our business."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107599)

VP

Vedang P.

Sales and Operations Strategist

> "No Mapping option as well as no Route planning option as well."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6161930)

JL

Joshua L.

Academic Tutor

> "I haven't found myself complaining or annoyed by using Clarity thus far and I think that's exactly what you're looking for in..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106535)

CW

Chad W.

Regional Sales Manager

> "Worse still any notes on a lead become buried in the opp and are no longer front and center."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6161036)

ED

Evan D.

Tutor

> "Also quite helpful for managing that information."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107391)

RS

Rachel S.

Program Coordinator

> "The specificity of titles/names is very tedious and can take some time getting used to."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6160807)

Camilla O.

head of creative and design and marketing specialist

> "we have had this platform as our crm for years now, it is good that the interface was upgraded to a newer face"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868881)

MF

Matt F.

Support and IT

> "This is a very clunky workflow as a result."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6160460)

KS

Katie S.

Adminstrative Manager

> "It's secure, well built, they've been very responsive to our requests, and I appreciate working with them."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106583)

RA

Ralph A.

Director of Materials and Marketing

> "We were able to customize a great solution but he standard "sales" function did not really fit for our needs."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4431005)

MH

Monica H.

Inside Sales

> "The new features I've learned makes clarity much more useful to me."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106228)

DM

David M.

Account Executive

> "How sometimes I look something up in the crm, and the answer I needed wouldn't show up because of a specific symbol."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4648945)

AH

Aaron H.

Sales

> "It's easy to keep track of notes, upload and categorize leads."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6843351)

VR

Verified Reviewer

Developer

> "I have not been able to identify any negative aspects or drawbacks to using Claritysoft CRM at this time."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4430566)

RT

Roxanne T.

Sales Consultant

> "I like that there are continuous training opportunities"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106791)

TM

Thomas M.

Implementation Specialist

> "The login process takes a bit longer than I would prefer."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4649071)

MP

Michael P.

Vice President Commercial Banking

> "The drop-down menus are easy to navigate and gets you to the screens needed quickly."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869031)

CE

Chris E.

Sales Manager

> "This then allows the sales people to want to use the CRM as it's supposed to be used, where past CRM's were just too..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___2274994)

[View Reviews](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

BC

Brook C.

Partner

> "The mobile app allows for on-the-go solutions, email integrations are powerful for historical context, and it's highly intuitive to..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7066619)

RB

Roderick B.

Director Owner

> "The fact I cannot use the WhatsApp integration in the UK - at the moment the section which allows marketing via WhatsApp is not yet..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7092735)

JT

John T.

Owner

> "The mobile app is excellent for logging notes and updates right after meetings, and the email and calendar integrations keep..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7065693)

JB

Jeff B.

CRO

> "Also, if your team is coming from a bigger CRM, there can be a short adjustment period where certain options you’re used to aren’t..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064776)

Marcus B.

Founder and Advocate

> "Being able to search transcripts, review summaries, and see calls automatically logged gives me confidence that every interaction is..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7099583)

JF

Jody F.

Territory Sales Representative

> "All of the data is there, but extracting it in a customizable, meaningful report format is lacking."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7069096)

RW

Robert W.

Sales manager

> "It also allows for a more collaborative sales process, as you can easily see which tasks your colleagues have completed and see..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064924)

Sera A.

Bussness development realtor

> "Sometimes the system creates duplicates, and it makes my job a little confusing as I need to redirect the lead."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7065005)

BC

Brook C.

Partner

> "I think Nutshell's highlights include its UX/UI, efficiency of workflows, strong email and other integrations, and mobile app..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7066619)

MM

Maggie M.

Business Development Coordinator

> "I wish there was less wait time- it takes a while to load sometimes and other times does not load at all (does not happen with other..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064755)

LE

Logan E.

Digital Marketing Manager

> "Pipelines are clear and customizable, activity tracking is straightforward, and managers get solid visibility into performance..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7068832)

JL

Jessica L.

Business Development Consultant

> "It does not pick up on duplicate accounts within the system well and in results causes a lot of time wasted."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064740)

EJ

Erin J.

Director of Special Projects

> "Nutshell does a good job of organizing and maintaining full records of interactions, conversations, emails, and notes with our..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064966)

VR

Verified Reviewer

Marketing Director

> "We have outgrown the capabilities and have explored other options as this is not built for a service company (as told to us by our..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7065797)

Nicky B.

Chief of Staff

> "We particularly like the ability to bcc Nutshell when we email a prospect and the email is automatically populated in their profile."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7103400)

Daniel N.

SVP of Business Development

> "It lacks a feature to create your own workflow from scratch."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064726)

Samantha C.

Marketing Specialist

> "I like that there has been an uptick in customization features which has helped us adapt the pipeline in the most efficient way for..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7067354)

Alexander Elliot P.

CIO

> "Too many other products require less technical people to become more savvy and that causes resistance, and slow uptake."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064959)

MM

Madelynn M.

Campaign Director

> "It allows me to learn our clients wants and needs and to pick up threads that others have dropped"

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7066672)

GT

Guy T.

COO

> "The app is no where near as efficient and easy to maneuver as the website and just as easy to open up a browser on the phone instead..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6443338)

CO

Casey O.

Senior Consultant

> "Again, it is a nice way to have a lot of automation for a small company without having to spend a lot on one of the "big" CRM tools..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064798)

RL

Ryan L.

Sales Manager

> "Some features do not integrate with our high level of cyber security."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7065473)

SL

Stefan L.

Sales Manager

> "I would like to deepen our company\`s use of Nutshell\`s different tools internally and hope to bring the b2b marketing function over..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064893)

Nicky B.

Chief of Staff

> "Nutshell can feel a bit dated at times, like old enterprise SaaS software."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7103400)

Nicolas B.

Sales and Customer Service

> "It helps us out a lot streamlining and setting up reminders for the many steps that we have in our sales."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064720)

MY

Michele Y.

We don’t have titles

> "Just the fact that I cannot control undo things in the email section for instance, if I accidentally bump something and erase a..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6333609)

Sera A.

Bussness development realtor

> "It did help reach our goal into understanding where the leads come from, geographical area, referrals, agents,etc."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7065005)

VD

Verity D.

Sales

> "I do not have any dislikes with the program, but it does seem to lag after a contact is recorded."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064707)

Marcus B.

Founder and Advocate

> "It allows me to focus on running my business rather than figuring out software, and that simplicity is what really sets it apart."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7099583)

ER

Emily R.

Director of Communications

> "Because I use NS for communications, and it's what we use for our email marketing, I have an issue with the lack of drip sequence..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6664175)

JB

Jeff B.

CRO

> "The interface is clean, modern, and intuitive, and I can see exactly where deals sit in the pipeline at a glance."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064776)

Garret W.

Regional Account Manager

> "Unfortunately for my team, Nutshell is geared more towards products than services."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064916)

Sera A.

Bussness development realtor

> "The system guarantees security in its overall everyday task and it provides great customer support if something is not clear."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7065005)

Andrew A.

Associate Director of Operations

> "It gets daily use from me and not having it would make my life so much more needlessly difficult."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064775)

Garret W.

Regional Account Manager

> "There is quite a bit of customization with Nutshell and it serves very well as a platform for goods/retail services."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064916)

Hayden L. C.

Market Research Analyst

> "I don't like not being able to call a support line."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064802)

SM

Sibusiso M.

Admissions Consultant

> "It makes it easy to manage leads, track communication, and stay organised throughout the admissions and follow-up process."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064922)

NC

Nick C.

Director of Business Development

> "It is also cumbersome to add a new customer, notes, and contacts while using the mobile app."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6711060)

Daniel N.

SVP of Business Development

> "I love all the automation that we have been able to incorporate into the CRM, Pipeline, and back office operations team."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064726)

ND

Normand D.

Business development

> "Information is sometimes too complicated to register & we do not have all the customers contact info in the first meeting."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6665568)

BC

Brook C.

Partner

> "We can see in real-time across devices which opportunities are advancing and where others were left behind."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7066619)

JM

Jay M.

Territory sales manager

> "Not being able to add attachments to emails inside the system"

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6706802)

Ross M.

CPO

> "For core CRM needs like contact and lead management, it does exactly what we need without unnecessary complexity."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064742)

ET

Emilee T.

Account Sales Specialist

> "Sometimes hard to navigate when trying to find all contacts for a company with multiple branches."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6747095)

KR

Kari R.

HR and Administration Manager

> "It's great to have everything in one place and to be able to see real time notes from the team."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7067743)

Cherrye M.

Founder CEO

> "It doesn't feel small-business friendly."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7065775)

SM

Sibusiso M.

Admissions Consultant

> "It’s a reliable CRM that supports day-to-day admissions and sales activities effectively."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064922)

AW

Alexander W.

Manager of Marketing and Engagement

> "There are a few features that are not available in terms of sending mass emails."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6493305)

Ross M.

CPO

> "Support is consistently excellent, and the product feels well suited to smaller teams that value usability over heavy customisation."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064742)

MM

Madelynn M.

Campaign Director

> "It can be complicated to learn to use, especially in the beginning."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7066672)

Patrick G.

Chief Drinking Officer

> "Nutshell was the only platform that provided me with all the features I needed, without the bloat, at a price point that seemed too..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7065690)

SM

Sarah M.

Sales director

> "Lacks a few features of a salesforce, can’t manage SDR campaigns"

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6333573)

KH

Kelsey H.

Coordinator

> "You just keep moving forward! And customer support is nice because if I have a FAQ, then the chat bot can answer it."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7065809)

DW

Derrick W.

VP of Business Development

> "Having some issues with setting up broadcast emails and the DNS setting, but working through it. "

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6338015)

VD

Verity D.

Sales

> "I love the duplicate feature to prevent the same client being entered."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064707)

TO

Tatiana O.

Marketing and Talent Manager

> "I also dislike the same feature for the automatic emails, it becomes a pain point."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6333604)

JF

Jordan F.

Regional Sales Manager

> "Easy user interface that allows you to filter leads/contacts quickly."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7068584)

DM

Diana M.

Account Manager

> "The mobile app is less efficient than the desktop version"

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6695380)

RT

Reed T.

Business development manager

> "It also is easy to keep track of potential customers and what stage they are in the sales process."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7087904)

CD

Catherine D.

Owner

> "Website integration. When \[sensitive content hidden\] left, we had a lull of customer service."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6536606)

KM

Keagen M.

Business Development Consultant

> "Easy pipeline management – You can see exactly where every lead or deal stands without digging through clutter."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7070772)

JA

Jon A.

Water Treatment and Inside Sales Consultant

> "A lot of the marketing functions are less than intuitive."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6585237)

RM

Reilly M.

Director of Business Development

> "Most CRMS can be complex or hard to track emails but this is very easy"

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064862)

CD

Cindy D.

Client Engagement Coordinator

> "email synch is a little sketchy."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6549519)

KL

Kate L.

Sales and Marketing

> "What I liked most about Nutshell CRM is how simple and user-friendly it is while still offering all the tools we need as a small..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7065050)

MS

Michael S.

Agency Owner

> "There was always something missing, or it was clunky and too difficult to set up."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6581112)

AB

Alex B.

Marketing Coordinator

> "Syncing with Gmail/Outlook is seamless, making communication tracking effortless."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7000272)

KC

Kelsey C.

Sales Manager

> "Once in a while I am searching for a company, and it won't show up.."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6671105)

ER

Emily R.

Director of Communications

> "I love the ability to track client communications, leave notes for colleagues, and have all client information in one place."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6664175)

ML

Mark L.

CEO

> "Copying emails into Nutshell and assuring they are attached to the correct Lead, and only to the correct Lead, is a pain in the..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___4964606)

JL

Jessica L.

Business Development Consultant

> "Does integrate well with other platforms as well for a more streamline use."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064740)

JT

Joel T.

Owner

> "I also think customer support is a bit lacking after hours and it would be nice if you had some extended hours to be able to live..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___5069602)

Elias W.

marketing and finance

> "It is an excellent platform to have a perfect follow-up of sales and manage each client, with marketing through email it has been a..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6533576)

MT

Matthew T.

Business Development Executive

> "I don't like that it can be hard to find leads."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6750305)

AB

Alex B.

Marketing Coordinator

> "Thanks to automated reminders and sales process visibility, our team’s productivity has soared."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7000272)

AO

Allison O.

Development Director

> "The hardest part of Nutshell to understand and use is the Dashboard."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6451664)

MS

Mike S.

Sales and Program Management

> "They really offer many options to get updates to the system."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064729)

TH

Tonya H.

Brand Marketing Director

> "I am not liking the design features - very basic."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6622155)

SL

Stefan L.

Sales Manager

> "The ease of setup and use, the facility in onboarding new team members and the ability to go deeper with their tools."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7064893)

NC

Nick C.

Director of Business Development

> "Seems buggy at times."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6711060)

[View Reviews](https://www.capterra.com/p/144340/Nutshell/reviews/)

## User interface

4.51 (243)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)

4.37 (620)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Activity Dashboard

207

Important

AI Copilot

150

Important

Alerts/Notifications

120

Important

Claritysoft CRM

34/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/123868/Claritysoft-CRM/#features)

Nutshell

34/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/144340/Nutshell/#features)

### Recognition

Claritysoft CRM

Best Value Lead ManagementSoftware (2023) 

Nutshell is recognized as a top-rated tool in 5 Capterra Shortlist reports

### Deployment & support

Claritysoft CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Nutshell

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Claritysoft CRM

-   By Claritysoft
-   Located in United States
-   Founded in 2010

Nutshell

-   By Nutshell
-   Located in United States
-   Founded in 2009

## Popular Comparisons

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/)

$49/month

Price

$25/month

4.2

Features

4.4

4.5

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/61368-123868/Salesforce-vs-Claritysoft-CRM)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.37 (620)](https://www.capterra.com/p/144340/Nutshell/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$13/month

Price

$20/month

4.1

Features

4.4

4.4

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/144340-152373/Nutshell-vs-HubSpot-CRM)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$49/month

Price

$20/month

4.2

Features

4.4

4.5

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/123868-152373/Claritysoft-CRM-vs-HubSpot-CRM)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.37 (620)](https://www.capterra.com/p/144340/Nutshell/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/)

$13/month

Price

$25/month

4.1

Features

4.4

4.4

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/61368-144340/Salesforce-vs-Nutshell)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$49/month

Price

$14/month

4.2

Features

4.3

4.5

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/123868-155928/Claritysoft-CRM-vs-Zoho-CRM)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.37 (620)](https://www.capterra.com/p/144340/Nutshell/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$13/month

Price

$14/month

4.1

Features

4.3

4.4

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/144340-155928/Nutshell-vs-Zoho-CRM)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,822)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$49/month

Price

$50/month

4.2

Features

4.3

4.5

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/123868-157279/Claritysoft-CRM-vs-Dynamics-365)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.37 (620)](https://www.capterra.com/p/144340/Nutshell/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

$13/month

Price

$7/year

4.1

Features

4.5

4.4

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/144340-204998/Nutshell-vs-Bigin-by-Zoho-CRM)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

$49/month

Price

$7/year

4.2

Features

4.5

4.5

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/123868-204998/Claritysoft-CRM-vs-Bigin-by-Zoho-CRM)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.37 (620)](https://www.capterra.com/p/144340/Nutshell/reviews/)

vs

[eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

$13/month

Price

$20/month

4.1

Features

4.3

4.4

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/144340-152769/Nutshell-vs-eWay-CRM)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

$49/month

Price

$14.99/month

4.2

Features

4.6

4.5

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/123868-178819/Claritysoft-CRM-vs-EngageBay-Marketing)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.37 (620)](https://www.capterra.com/p/144340/Nutshell/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,822)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$13/month

Price

$50/month

4.1

Features

4.3

4.4

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/144340-157279/Nutshell-vs-Dynamics-365)