# Compare Method CRM vs Nutshell 2026 | Capterra

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

Source: https://www.capterra.com/compare/130389-144340/Method-CRM-vs-Nutshell

---

# Method CRM vs Nutshell Features and Cost Comparison

Last updated May 14th, 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:

Method CRMNutshell2/4 selected

[Method CRM](https://www.capterra.com/p/130389/Method-CRM/)[4.2 (139)](https://www.capterra.com/p/130389/Method-CRM/reviews/)

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

[## Method CRM](https://www.capterra.com/p/130389/Method-CRM/)[4.2 (139)](https://www.capterra.com/p/130389/Method-CRM/reviews/)

Starting Price

$27.00/month

Value-for-Money

4

Functionality

4.1

Ease of Use

3.9

Customer Service

4.2

Reviews Sentiment

AP

Based on [139 reviews](#user-reviews)

Positive

112

Neutral

10

Negative

17

[## 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

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## 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

69%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.3

Lead Management

4.5

Sales Pipeline Management

4.0

Activity Dashboard

4.2

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

4.2

User reviews[139](https://www.capterra.com/p/130389/Method-CRM/reviews/)

Ease of use

3.9

Functionality

4.1

Value for money

4.0

Customer support

4.2

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

$27Per User, Per Month

-   Free version
-   Free trial

Price starts from

$13Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

QuickBooks users, meet Method: a customizable CRM built to fit your workflow, reduce double entry, and help your team connected in managing customers, sales, and finances in one place.

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

AP

Anita P.

Administrative Assistant

> "Overall, Method has helped us streamline operations, improve visibility across..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7149399)

BM

Brooke M.

Operations Manager

> "We can choose to use one of their accepted payment methods such as Stripe, but these do..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6780383)

JS

Joshua S.

President

> "Developing apps and screens that relate to our business specifically has given use more..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7141883)

KA

Kelsey A.

Admin

> "One of my least favorite things about Method is some of the issues we have had with QBO..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7142035)

TF

Tami F.

Operations manager

> "We added field crew two years ago and that has been very easy to get our cruise changed..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7144630)

Wade M.

Founder

> "After multiple attempts I had to email a general inbox just to get reassigned to..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7105786)

JW

Jody W.

COO

> "He was able to assist with all of the customizations we needed."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7141454)

Wade M.

Founder

> "Then their team lead, \[sensitive content hidden\], got involved and offered no solution..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7105786)

DL

Douglas L.

CFO

> "Reporting abilities are a big step above what I could get out of QuickBooks. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7142406)

AM

Andrew M.

President

> "I sent a campaign out to about 1300 and got 20 invalid email responses."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7001328)

MP

Matt P.

Pet Relocation Specialist

> "Performance and Speed is good (App is slow though)"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7145357)

EW

Eric W.

Director of Sales

> "Emails unanswered, meetings not attended or often rescheduled, attempts to receive help..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6666566)

JS

Joshua S.

President

> "Also, the chat desk system has proven to be surprisingly responsive. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7141883)

EW

Eric W.

Director of Sales

> "Lack of features, buggy challenging back end, not as functional as competing CRMs."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6666566)

JW

Jody W.

COO

> "Free hour of technical support came in handy"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7141454)

SF

Sean F.

Outside Sales

> "I can say I have had issues with lagging, but I attribute this to weak LTE signal..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6635521)

MH

Mandy H.

Sales and Project Manager

> "I also like being able to customize documents to match our company branding."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6563801)

BL

Brian L.

Territory Manager

> "We have had some issues with information populating correctly from Quickbooks."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6563550)

JS

Joshua S.

President

> "Impressive customer service,"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7141883)

IT

Irene T.

Production Administrator

> "Can not find a phone number to contact a live person."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6721805)

DL

Douglas L.

CFO

> "Great - The onboarding process and continuing support was great. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7142406)

AS

Amber S.

CFO

> "Some basic customizations are not easy to do yourself"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6623524)

JW

Jody W.

COO

> "Easy to connect Quickbooks"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7141454)

CE

Cory E.

Owner

> "This has been a complete nightmare."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6824040)

DL

Douglas L.

CFO

> "Ongoing help and support has been great."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7142406)

TW

Tessa W.

CEO

> "The app has no offline functionality and it quits sporadically, losing data every week...."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6079357)

DW

Dan W.

Sales Director

> "Pricing is competitive and interface user friendly."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___7148616)

EW

Eric W.

Director of Sales

> "We have struggled to implement it - if we didn't \*need"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6666566)

WH

Wendy H.

Project Administration Manager

> "The layout of this CRM makes finding what you are looking for simple and fast. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6571658)

TW

Tessa W.

CEO

> "It's clunky, glitchy, and expensive. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6079357)

JM

Jesse M.

Salesman

> "Method organizes everything very well and allows for an easy user experience"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6611926)

SM

Schecky M.

COO

> "We started finding some errors where Method added numbers to blank lines. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#GetApp___3934168)

JF

Jenna F.

Pet Travel Expert

> "how easy and organized it is, how when we need something changed we are able to get it..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6678735)

SM

Schecky M.

COO

> "They created 2 invoices from their end, couldn’t replicate the problem and then told us..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#GetApp___3934168)

ES

Eric S.

Sales

> "Excellent tool to use while on the road for Sales Trips."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6532515)

JB

Julie B.

Office Manager

> "Only to find out we were outside our 30 day grace period to cancel, so no refund would..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#SoftwareAdvice___4554777)

AS

Amber S.

CFO

> "Easy to set up- and fast and efficient customization with \[sensitive content hidden\]"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6623524)

DG

Doug G.

Manager

> "Very poor service. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#SoftwareAdvice___5053869)

VH

Vincent H.

Owner

> "The site is very user friendly and my customer support rep is knowledgeable and easy to..."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6715921)

JB

Julie B.

Office Manager

> "Their "who cares" attitude is what we've had to deal with the past 30 days."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#SoftwareAdvice___4554777)

CL

Chris L.

Online service

> "Very well organized platform."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6608500)

SM

Schecky M.

COO

> "Bottom line: Product does not work as advertised. Would NEVER recommend"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#GetApp___3934168)

NM

Nate M.

Marketing Associate

> "I started to use method about 6 months and love it."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6739139)

JB

Julie B.

Office Manager

> "Horrible. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#SoftwareAdvice___4554777)

AB

Alison B.

Service Manager Assistant

> "The technical process was quick and efficient. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6750768)

EB

Emmalee B.

Administrator

> "There seems to be a lack in customer support, especially with communication. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___3013225)

GD

Gerard D.

Regional Sales Manager

> "Easy to use, easy to update."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6593360)

BH

Brenda H.

President

> "A donor told me that the donation page was down. "

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___3289105)

MO

Mario O.

Technician

> "Quick and easy to learn how to use as well."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6586263)

AG

ADAM G.

sales

> "the slowness of the system"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2895238)

MO

Mario O.

Technician

> "Quick and easy to transition into."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6586263)

VR

Verified Reviewer

Sales Operations

> "First and foremost - Your Method instance BREAKS if you delete a custom lookup field."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2742823)

AL

ALI L.

OFFICE MANAGER

> "Excellent customer service, all the time!!!"

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___6628512)

RA

Rosie A.

Owner

> "I also do not like that the word estimate is what I have to use instead of quote."

[See full review](https://www.capterra.com/p/130389/Method-CRM/#Capterra___2503183)

[View Reviews](https://www.capterra.com/p/130389/Method-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

4.20 (139)

[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

Method CRM

32/40

-   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/130389/Method-CRM/#features)

Nutshell

Top features

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

No recognitions have been awarded to Method CRM

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

### Deployment & support

Method 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

Method CRM

-   By Method Integration
-   Located in Canada
-   Founded in 2010

Nutshell

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

## Popular Comparisons

[Method CRM](https://www.capterra.com/p/130389/Method-CRM/)[4.20 (139)](https://www.capterra.com/p/130389/Method-CRM/reviews/)

vs

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4.4

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[Method CRM](https://www.capterra.com/p/130389/Method-CRM/)[4.20 (139)](https://www.capterra.com/p/130389/Method-CRM/reviews/)

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$25/month

4.1

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

vs

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$13/month

Price

$25/month

4.1

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4.4

Ease of Use

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

[Method CRM](https://www.capterra.com/p/130389/Method-CRM/)[4.20 (139)](https://www.capterra.com/p/130389/Method-CRM/reviews/)

vs

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$27/month

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4.1

Features

4.3

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Ease of Use

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[View full comparison](https://www.capterra.com/compare/130389-155928/Method-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

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4.1

Features

4.3

4.4

Ease of Use

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

[Method CRM](https://www.capterra.com/p/130389/Method-CRM/)[4.20 (139)](https://www.capterra.com/p/130389/Method-CRM/reviews/)

vs

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$27/month

Price

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4.1

Features

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Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/130389-204998/Method-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

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4.1

Features

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4.4

Ease of Use

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[Method CRM](https://www.capterra.com/p/130389/Method-CRM/)[4.20 (139)](https://www.capterra.com/p/130389/Method-CRM/reviews/)

vs

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Price

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4.1

Features

4.3

3.9

Ease of Use

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

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vs

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$27/month

Price

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4.1

Features

4.3

3.9

Ease of Use

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[View full comparison](https://www.capterra.com/compare/130389-152769/Method-CRM-vs-eWay-CRM)

[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

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4.1

Features

4.3

4.4

Ease of Use

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