---
title: "Compare Nutshell vs Maximizer CRM 2026 | Capterra"
description: "Unsure of what to choose? Check Capterra to compare Nutshell and Maximizer CRM based on pricing, features, product details, and verified reviews."
source_url: "https://www.capterra.com/compare/144340-154610/Nutshell-vs-Maximizer-CRM"
page_type: "comparison"
language: "en"
---

# Nutshell vs Maximizer CRM Features and Cost Comparison

Last updated September 17th, 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:

NutshellMaximizer CRM2/4 selected

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.4 (625)](https://www.capterra.com/p/144340/Nutshell/reviews/)

[Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

[## Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.4 (625)](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 [625 reviews](#user-reviews)

Positive

551

Neutral

59

Negative

15

[## Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

Starting Price

$65.00/month

Value-for-Money

3.8

Functionality

3.9

Ease of Use

3.9

Customer Service

4

Reviews Sentiment

Based on [366 reviews](#user-reviews)

Positive

293

Neutral

48

Negative

25

## Not a match? Find software alternatives tailored to your priorities.

These software suggestions are similar to those you’re currently comparing.

### Zoho CRM

4.3 (6,999)

* * *

Starting Price

$14.00

Per User,Per Month

Free Trial

Free Version

* * *

User rating

85%

of reviewers  
rated it above 4 stars

* * *

### Salesforce Sales Cloud

4.4 (18,810)

* * *

Starting Price

$25.00

Per User,Per Month

Free Trial

Free Version

* * *

User rating

90%

of reviewers  
rated it above 4 stars

* * *

Highest Rated

### Brevo Marketing Platform

4.6 (3,521)

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Starting Price

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Usage Based,Per Month

Free Trial

Free Version

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of reviewers  
rated it above 4 stars

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### Bitrix24

4.2 (1,005)

* * *

Starting Price

$69.00

Flat Rate,Per Month

Free Trial

Free Version

* * *

User rating

82%

of reviewers  
rated it above 4 stars

* * *

What’s your intended use case?

## Summary

* * *

Key features rated by users

Features selected based on 13,596 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

4.4

Activity Dashboard

5.0

Contact Database

4.4

Data Import/Export

4.3

79%Fit

Not enough reviews

Feature ratings

Data Security

4.3

Contact Management

4.5

Activity Dashboard

4.0

Contact Database

4.6

Data Import/Export

4.3

User satisfaction

User satisfaction

4.4

User reviews[625](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

User satisfaction

4.1

User reviews[366](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

Ease of use

3.9

Functionality

3.9

Value for money

3.8

Customer support

4.0

Price starts from

Price starts from

$13Per User, Per Month

-   Free version
-   Free trial

Price starts from

$65Per User, Per Month

-   Free version
-   Free trial

Best for

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.

Best for

Maximizer is a CRM tool for sales leaders. With a centralized view of all data and sales rep activity, managers can better monitor the team, analyze metrics, predict outcomes and influence results.

## User reviews

Pros & cons

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)

AB

Amber B.

CEO

> "Tried to cancel after three weeks of going around and around with the help desks and videos, only to learn much of what we thought..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7165662)

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)

Marcus B.

Founder and Advocate

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

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

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)

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)

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)

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)

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)

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)

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..."

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

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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..."

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

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)

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)

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)

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)

KM

Kymberly M.

Director

> "Email management feature, customer support consistency, user friendly, value for my money."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7128828)

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)

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)

Cherrye M.

Founder CEO

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

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

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)

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)

BR

Bryan R.

President

> "Having migrated from Salesforce, it is nice to see that we can report on basic business metrics with a few clicks rather than..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6537567)

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)

MM

Mnjunatha M.

Senior Business Consultant

> "Nutshel is a strong contender in the productivity and AI-assistance space, particularly for users who need to process information..."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6809696)

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)

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)

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)

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)

CD

Cindy D.

Client Engagement Coordinator

> "email synch is a little sketchy."

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

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)

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)

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)

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)

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)

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)

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)

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)

AA

Alex A.

Peer support specialist, drug and alcohol counselor

> "Was a big fan of the team collaboration lead management email management customer support and security."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7124952)

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)

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)

NC

Nick C.

Director of Business Development

> "Seems buggy at times."

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

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)

IN

Ian N.

Product Marketing Specialist

> "It crashes every single day, terrible user experience."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6747183)

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)

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)

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)

SC

Susan C.

Sales Manger

> "Also setting up the email is not user-friendly.."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6632027)

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)

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)

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)

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)

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)

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)

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)

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)

Marcus B.

Founder and Advocate

> "What I love most about Nutshell is the interface - it’s clean, intuitive, and genuinely easy to use."

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

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)

IN

Ian N.

Product Marketing Specialist

> "Good job on updating the visuals of your UI."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6747183)

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)

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)

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

MM

Maggie M.

Administrative Assistant

> "The integration with third-party applications like Outlook and Office 365 enhances workflow efficiency,..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6562344)

MB

Morgan B.

Administrative Assistant

> "What I like the least about Maximizer is that some of the field can be deleted that shouldn't. When we first..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6596887)

MB

Morgan B.

Administrative Assistant

> "what i like most about maximizer is the ability to add custom fields and the ease of importing data once I..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6596887)

DM

Danielle M.

Director, Regulatory Affairs

> "Several tabs and functions that I don't use, making the website a bit cluttered and hard to navigate at..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6630908)

TH

Tanner H.

Financial Planner

> "I like it for notes and keeping files, and tracking who has been contacted/when."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6632416)

BK

Brian K.

Tradeshow Expert

> "It's integration with the newest version of Outlook is still lacking"

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6564390)

DD

Dion D.

Associate Investment Advisor

> "I would have preferred more time to use the tool with our firm's data before being asked many times how my..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6562276)

KD

Kate D.

Executive Director

> "The pulling reports is cumbersome and not intuitive."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6515728)

DM

Danielle M.

Director, Regulatory Affairs

> "Once you get the hang of the tool, it's a breeze to create and maintain distribution lists."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6630908)

JK

John K.

Financial Planner

> "some times it is not intuitive to complete the function I wish too"

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6562298)

DB

Daphne B.

SALES MANAGER

> "Maximizer CRM is a good CRM and we reconducted our contract for next year"

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6632108)

CR

Cleah R.

Office Manager

> "it feels scary to use and it is not super straightforward."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6572056)

Abel A.

Agent

> "perfect software, intuitive and allows us to have access to information... but it would be better if it..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___5050907)

WL

Wendy L.

Office Manager

> "There can be issues when importing data from other sources and the client information gets mixed up"

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3865273)

DP

Doug P.

Sales and Marketing Specialist

> "I certainly can manage a few clients, however for enough suspects/customers to be successful, having a..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4820586)

RK

Rita K.

Office Manager

> "Sometimes doing an advanced search is a little complicated."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4144450)

SC

Sandi C.

Operations Manager

> "The ability to see and share data is key and the live version allows it to be always up to date"

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4123570)

NB

Nadia B.

Owner

> "The off period was mainly due to its lack of affordable & efficient technical support. "

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3689723)

FN

Frank N.

Ceo

> "I’ve been using Maximizer for over six years and it’s my whole world I work online on a daily hourly basis..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4081322)

SL

Shaun L.

Financial Planner

> "Not as user friendly as anticipated. "

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4125199)

SLT

Sue Lynn T.

Pension Consultant

> "Over the last few decades it has help improve my career because of the tracking and flexibility of the..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4123585)

KN

Kyle N.

Independent Sales & Event Direction

> "The notes and histories became voluminous and the number of contacts per organization ended up making..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___2934287)

AR

Alex R.

Account Manager

> "Even journalists will find this tool handy for finding the right contacts and quickly putting a story..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4289327)

GN

Gabriel N.

Analyst

> "Didn't use this app for too long as the organization I was working with was shifting to try another."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3813165)

RR

Robert R.

President

> "Feature rich and ease of use and customization."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6139147)

JO

Javier O.

Development Director

> "The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2862711)

AG

Adrian G.

Financial Advisor

> "I love the fact that it integrates really well with the Microsoft Office suite of programs."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4104064)

JM

Joshua M.

Advisor

> "I came over from Salesforce and should have just bit the bullet and paid the extra set up costs."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3803304)

HL

Haba L.

Content Manager

> "Customer support is a 5\* team, really helpful and easy to talk to."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6210711)

PS

Peter S.

Owner

> "It hung up way too often and after 3 minutes of watching the circle of doom, I used to retrieve the..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2955280)

AR

Alex R.

Account Manager

> "This is the one and only CRM tool you'll need whether you're running a public office or a private business."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4289327)

JF

JOE F.

FINANCIAL ADVISOR

> "Right now the system functionality is again down for me and it won't sync with my calendars that do work..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2965348)

RR

Robert R.

President

> "Great pricing, ease of learning and ease of scalability."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6139147)

LM

Lisa M.

Owner

> "Finding data, TMI, too cluttered, company did not deliver the product they promised"

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2965758)

AG

Adrian G.

Financial Advisor

> "It's well laid out, and its simplicity belies an underlying ability to do complex things. "

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4104064)

KRE

Kathy-Rae E.

President

> "The addition of the campaign management is a critical feature but is very difficult to use."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2945256)

VW

Vanessa W.

Inside Sales and Marketing

> "Great way to create lists using filters so you can then create targeted emails."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3335289)

LH

Larry H.

President

> "Sales Management Reporting and tracking is very weak."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2945191)

CK

Chrissy K.

Client Services Coordinator

> "Maximizer is a very important part of our day, we check it to see what tasks we have coming up, have..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3705207)

LM

Lisa M.

Owner

> "They have my money but no support or follow up whatsoever. If I need something I need to initiate the..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2965758)

AG

Adrian G.

Financial Advisor

> "Client relationships are the heart of our business. "

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4104064)

JO

Javier O.

Development Director

> "They have a tutorial, yet aren’t proactive in distributing it to new users."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2862711)

RK

Rita K.

Office Manager

> "This product is easy to maintain and share within our company. "

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4144450)

ND

Neil D.

Financial Planner

> "Not always easy for the user."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3826437)

AG

Adrian G.

Financial Advisor

> "Once we had imported our current clients, Maximizer was incredibly easy to use. "

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4104064)

JO

Javier O.

Development Director

> "Nothing was as advertised, from the user experience to the security of purchase."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2862711)

KB

Kirsten B.

Case Manager

> "I also like being able to update information using the UDF's."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3707733)

JO

Javier O.

Development Director

> "No customer wants to hear that."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2862711)

KB

Kirsten B.

Case Manager

> "I love the ability to put in notes for clients."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3707733)

JH

John H.

Manager

> "THIS IS ANNOYING TO THE ULITMATE EXTENT !!!!!"

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2945317)

CK

Chrissy K.

Client Services Coordinator

> "The program keeps the client's files secure and easy to access when looking for a form. "

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3705207)

DM

Danielle M.

Director, Regulatory Affairs

> "Several tabs and functions that I don't use, making the website a bit cluttered and hard to navigate at..."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6630908)

RN

Rob N.

Advisor

> "Customization for your specific needs makes it easier to work like you think"

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3653356)

KD

Kate D.

Executive Director

> "The pulling reports is cumbersome and not intuitive."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6515728)

KB

Kirsten B.

Case Manager

> "I love Maximizer CRM for case management."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3707733)

JK

John K.

Financial Planner

> "some times it is not intuitive to complete the function I wish too"

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6562298)

DM

David M.

owner

> "Being able to track and store documents and emails to clients and prospects keeps me organized. "

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2945941)

LM

Lisa M.

Owner

> "Finding data, TMI, too cluttered, company did not deliver the product they promised"

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2965758)

RV

Ryan V.

Marketing Assistant

> "Good work flow and task management."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3688791)

BK

Brian K.

Tradeshow Expert

> "It's integration with the newest version of Outlook is still lacking"

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6564390)

CS

Craig S.

Customer Relations Manager

> "We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2955077)

CR

Cleah R.

Office Manager

> "it feels scary to use and it is not super straightforward."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___6572056)

SJ

Shelley J.

Owner

> "Cloud based … confident in their security features"

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3707423)

SL

Shaun L.

Financial Planner

> "Not as user friendly as anticipated. "

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___4125199)

KR

Katherine R.

Constituency Assistant

> "I have worked in various software programs and can say that this is easily the most user friendly."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3707929)

ND

Neil D.

Financial Planner

> "Not always easy for the user."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3826437)

VR

Verified Reviewer

Event Support Specialist

> "I like the interface of the Maximizer software make it very easy to sort and find specific clients."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#Capterra___3047819)

JO

Javier O.

Development Director

> "No customer wants to hear that."

[See full review](https://www.capterra.com/p/154610/Maximizer-CRM/#SoftwareAdvice___2862711)

[View Reviews](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

## User interface

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

4.36 (625)

[Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)

4.06 (366)

## 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

Activity Tracking

150

Important

Adaptive Learning

120

Important

Nutshell

19/50

-   Activity Dashboard
-   Activity Tracking
-   Adaptive Learning
-   AI Copilot
-   AI Text Generation
-   Alerts/Notifications
-   API
-   Audience Targeting
-   Autonomous Task Execution
-   Batch Processing
-   Brand Tracking
-   Breadth of Partner Applications
-   Business Card/Badge Scanning
-   Calendar Management
-   Calendar/Reminder System
-   Calendar Sync
-   Call Center Features
-   Campaign Management
-   Case Management
-   Channel Management
-   Collaboration Tools
-   Commission Management
-   Communication Management
-   Contact Database
-   Contact Management
-   Content Management
-   Contract/License Management
-   CRM
-   Cross-system Integration
-   Customer Contract Management
-   Customer Database
-   Customer Engagement
-   Customer Journey Mapping
-   Customer Segmentation
-   Customer Social Profiles
-   Customer Support
-   Customer Support Portal
-   Customizable Fields
-   Customizable Reports
-   Customizable Templates
-   Customization
-   Data Import/Export
-   Data Import & Export Tools
-   Data Security
-   Data Visualization
-   Deal Management
-   Decision Making
-   Desktop Integration
-   Document & Content Mgmt.
-   Document Management

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

Maximizer CRM

Top features

22/50

-   Activity Dashboard
-   Activity Tracking
-   Adaptive Learning
-   AI Copilot
-   AI Text Generation
-   Alerts/Notifications
-   API
-   Audience Targeting
-   Autonomous Task Execution
-   Batch Processing
-   Brand Tracking
-   Breadth of Partner Applications
-   Business Card/Badge Scanning
-   Calendar Management
-   Calendar/Reminder System
-   Calendar Sync
-   Call Center Features
-   Campaign Management
-   Case Management
-   Channel Management
-   Collaboration Tools
-   Commission Management
-   Communication Management
-   Contact Database
-   Contact Management
-   Content Management
-   Contract/License Management
-   CRM
-   Cross-system Integration
-   Customer Contract Management
-   Customer Database
-   Customer Engagement
-   Customer Journey Mapping
-   Customer Segmentation
-   Customer Social Profiles
-   Customer Support
-   Customer Support Portal
-   Customizable Fields
-   Customizable Reports
-   Customizable Templates
-   Customization
-   Data Import/Export
-   Data Import & Export Tools
-   Data Security
-   Data Visualization
-   Deal Management
-   Decision Making
-   Desktop Integration
-   Document & Content Mgmt.
-   Document Management

[See all features](https://www.capterra.com/p/154610/Maximizer-CRM/#features)

### Recognition

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

No recognitions have been awarded to Maximizer CRM

### Deployment & support

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

Maximizer 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

### Company Details

Nutshell

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

Maximizer CRM

-   By Maximizer Software
-   Located in Canada
-   Founded in 1988

## Popular Comparisons

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.36 (625)](https://www.capterra.com/p/144340/Nutshell/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,810)](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)

[Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/)

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$25/month

3.9

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3.9

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[View full comparison](https://www.capterra.com/compare/61368-154610/Salesforce-vs-Maximizer-CRM)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.36 (625)](https://www.capterra.com/p/144340/Nutshell/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$13/month

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$20/month

4.1

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4.4

4.4

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4.4

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

[Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$65/month

Price

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3.9

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4.4

3.9

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4.4

[View full comparison](https://www.capterra.com/compare/152373-154610/HubSpot-CRM-vs-Maximizer-CRM)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.36 (625)](https://www.capterra.com/p/144340/Nutshell/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,999)](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)

[Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$65/month

Price

$14/month

3.9

Features

4.3

3.9

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/154610-155928/Maximizer-CRM-vs-Zoho-CRM)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.36 (625)](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 (744)](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)

[Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (744)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

$65/month

Price

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3.9

Features

4.5

3.9

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/154610-204998/Maximizer-CRM-vs-Bigin-by-Zoho-CRM)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.36 (625)](https://www.capterra.com/p/144340/Nutshell/reviews/)

vs

[Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (625)](https://www.capterra.com/p/210630/Kylas/reviews/)

$13/month

Price

$250/month

4.1

Features

4.7

4.4

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/144340-210630/Nutshell-vs-Kylas)

[Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,858)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$65/month

Price

$50/month

3.9

Features

4.3

3.9

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/154610-157279/Maximizer-CRM-vs-Dynamics-365)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.36 (625)](https://www.capterra.com/p/144340/Nutshell/reviews/)

vs

[eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (826)](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)

[Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

vs

[Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (625)](https://www.capterra.com/p/210630/Kylas/reviews/)

$65/month

Price

$250/month

3.9

Features

4.7

3.9

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/154610-210630/Maximizer-CRM-vs-Kylas)