# Compare Nutshell vs Clari Copilot 2026 | Capterra

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

Source: https://www.capterra.com/compare/144340-194117/Nutshell-vs-Wingman

---

# Nutshell vs Clari Copilot Features and Cost Comparison

Last updated July 10th, 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:

NutshellClari Copilot2/4 selected

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.4 (621)](https://www.capterra.com/p/144340/Nutshell/reviews/)

[Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.7 (314)](https://www.capterra.com/p/194117/Wingman/reviews/)

[## Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.4 (621)](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 [621 reviews](#user-reviews)

Positive

546

Neutral

60

Negative

15

[## Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.7 (314)](https://www.capterra.com/p/194117/Wingman/reviews/)

Starting Price

$1080.00/year

Value-for-Money

4.7

Functionality

4.6

Ease of Use

4.8

Customer Service

4.7

Reviews Sentiment

Based on [314 reviews](#user-reviews)

Positive

307

Neutral

7

Negative

0

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## Summary

* * *

Features in Sales Tracking Software

Best performer

23 / 43

Only Nutshell

-   Calendar Management
-   Data Import/Export
-   Email Management

17 / 43

Only Clari Copilot

-   Access Controls/Permissions
-   Commenting/Notes
-   Customizable Branding

User satisfaction

User satisfaction

4.4

User reviews[621](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

4.7

User reviews[314](https://www.capterra.com/p/194117/Wingman/reviews/)

Ease of use

4.8

Functionality

4.6

Value for money

4.7

Customer support

4.7

Price starts from

Price starts from

$13Per User, Per Month

-   Free version
-   Free trial

Price starts from

$1080Per User, Per Year

-   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

SaaS companies selling to other businesses. Any Business where selling is complex and involves Calling/Demo for closing the deal.

## User reviews

Pros & cons

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)

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 everything..."

[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 use..."

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

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 in..."

[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 their..."

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

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 of..."

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

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)

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 quality. "

[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 without..."

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

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)

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)

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)

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)

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 the..."

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

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)

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)

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)

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)

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)

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 to..."

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

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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)

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 large..."

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

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)

Cherrye M.

Founder CEO

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

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

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)

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)

VA

Victoria A.

Director of Marketing and Sales

> "Has been enjoyable from the start, responsive and effective team that listens and presents solutions for our business."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___7088108)

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)

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)

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)

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)

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)

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 requiring..."

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

CD

Cindy D.

Client Engagement Coordinator

> "email synch is a little sketchy."

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

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)

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)

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)

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)

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)

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 neck. "

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

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)

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 chat..."

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

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)

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)

JK

Jackie K.

Administrative Assistant

> "I like the transparency it provides for sales people, management, and admin."

[See full review](https://www.capterra.com/p/144340/Nutshell/#Capterra___6885931)

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)

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)

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)

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)

NC

Nick C.

Director of Business Development

> "Seems buggy at times."

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

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)

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)

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)

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)

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

VR

Verified Reviewer

BDM

> "Clari is a great tool to provide specific feedback, helps with call summaries back to prospects, and is good for forecasts."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___7137891)

FS

Felipe S.

Global Development Representative

> "Sometimes it doesn't join the meetings and you need to add it manually."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___7048449)

FS

Felipe S.

Global Development Representative

> "Clari does a great job recording calls in different languages and making summaries that you can review later."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___7048449)

RS

Robert S.

Data Product Analyst

> "Transcription will be off once in a while, as expected with most speech-to-audio, I haven't figured out how to feed it..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4018411)

HS

Hemanth S.

Customer Success Manager

> "For me personally, the game tape feature is really valuable, with the game tapes, you can cut long calls into tiny bits and..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190)

VK

Valeed K.

Customer Success Strategy & Operations

> "Limited options in native integrations with third-party system tools and services makes it less appealing."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3909039)

HS

Hemanth S.

Customer Success Manager

> "The Sales and Customer Success teams in our Organization use Wingman and since we started using the tool our processes have..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190)

DK

Derek K.

Account Executive

> "MS teams integration needs some work..Not sure what side of integration is failing but it's glitchy at times with teams."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4576330)

KW

Keri W.

Enterprise CSM

> "I rely on Wingman primarily for call recordings (to check myself/my memory as well as share training calls etc. with..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4344846)

CK

Clarence K.

Onboarding Manager

> "The AI tends to be a bit buggy and is not able to pick up on speech as well as I had thought"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4528416)

HS

Hemanth S.

Customer Success Manager

> "The important discussions can be trimmed and game tapes are created, these game tapes can be used for internal sharing, and..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190)

TP

Trevor P.

Account Executive

> "Sometimes the recorder can have an error and not join my zoom call."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4421624)

Kemal G.

Senior Business Development Manager

> "It also saves so much time for our admins. When there's a question agent cannot answer, we can simply do that part of the..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3830437)

SJ

Sam J.

AE

> "I don't much like the battle card popping up again and again during the call which is frustrating sometimes."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4708451)

RG

Rob G.

CMO

> "I love the unlimited users feature - makes it easy to share call recordings across the company (then u pay only for..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4097273)

MJ

Mimi J.

Content Strategist

> "I really wish there was a simple sentence that let people know on a call that Wingman is not a person--it's a note-taking..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4595660)

Jei K.

Customer Success Manager

> "Love the desktop extension feature along with the ability to turn on/off recording for calls."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4641474)

HS

Hemanth S.

Customer Success Manager

> "Sometimes, simple words/sentences spoke may not be correctly captured, often there's an inaccuracy.-"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190)

RS

Robert S.

Data Product Analyst

> "Allows for our company to share calls/transcripts seamlessly across teams."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4018411)

SC

Santhosh C.

Customer Success - Implementation

> "I don't have anything to say except for the transcript, often it doesn't pick the right words."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4779616)

CC

Chris C.

Sales Development Manager

> "I highly recommend Wingman for any sales manager, individual quota-carrying contributors, or any member of sales..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4485478)

HS

Hemanth S.

Customer Success Manager

> "The recording takes you to an incorrect speaker."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4650190)

MJ

Mimi J.

Content Strategist

> "For client management, Wingman has helped dramatically with reviving a stalled project or better understanding complex..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4595660)

SM

Sanjay M.

Client Strategy

> "The transcription feature is not the best."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4023401)

NA

Nilesh A.

CTO

> "The ability that it can capture the video along with a call, and a very good transcription, Easy to share the clips with"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4731093)

EL

Eugene L.

Enterprise Account Executive

> "translations need some improvements, sometimes not accurate."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4299502)

HP

Hannah P.

Customer Lead

> "I love being able to listen back to calls in half the time - it saved me so much time while onboarding at a new company and..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4376583)

AH

Aviv H.

Product Manager

> "As a Product Manager - I can't attend all customer calls."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4322770)

RM

Rutvik M.

CSM

> "It helps me trim the recording, and I can share it with my clients"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3864801)

VR

Verified Reviewer

Account Executive

> "The coaching and features were lackluster"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3817629)

Kemal G.

Senior Business Development Manager

> "Saves us so much time for our admins and helps us to evaluate our calls and employees."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3830437)

MS

Maddie S.

BDR

> "When i'm not on a demo, the account executive's queue cards show up on my laptop"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2975345)

SM

Sanjay M.

Client Strategy

> "Overall this software has been great to my process and allows me to not worry about taking notes live during calls."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4023401)

CL

Christopher L.

SDR

> "Sometimes wingman doesn't catch the full conversation if there are not pauses between what you say and what the other..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3114354)

Tori S.

Senior Customer Success Manager

> "We like being able to take note of coaching opportunities and customer expansion opportunities on each call, observe key..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2987782)

VR

Verified Reviewer

Director of LatAm Growth

> "For right now, Wingman can't transcribe Spanish voice (which is the core of our business)."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3214562)

AS

Avinash S.

SDR

> "Helps us easily analyse any call and group them with varying filters"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3658248)

HL

Hayan L.

SDR

> "Sometimes the website and the videos are a little slow to lead."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3505449)

DK

Derek K.

Account Executive

> "awesome just the UI/UX could use some work for better intuitive navigation and some different colour contrasting would be..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4576330)

TF

Trevor F.

AE

> "Do not like the set up and process."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4517416)

AP

Adam P.

Account Manager

> "Wingman by \[sensitive content hidden\] is a fantastic sales recorder tool that makes it easy to keep track of my sales..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4687514)

Tevin B.

Retention Manager

> "I don't like that you have to look ahead into your meetings to have the bot not show up."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3537461)

SM

Sanjay M.

Client Strategy

> "Calls are available for viewing minutes after completing which is much faster than other software."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4023401)

Kshitiz N.

Account Director

> "It still has some bits and pieces missing like sometimes it's unable to accurately capture the voice of the speaker and..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2826475)

VR

Verified Reviewer

Business Development Executive

> "I like the ability to go back and review the call transcripts. When crafting the perfect follow-up email to potential..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3169965)

Jamie G.

Business Development Manager

> "The customer support team were slow to respond to queries."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3067630)

Akhilesh S.

Solutions Engineer

> "The fact that I do not need to worry about taking notes, but just keep marking bookmarks within a click for it to be..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3010042)

VR

Verified Reviewer

Account Executive

> "Sometimes the transcripts confuses who is speaking"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3468991)

PH

Patrick H.

Sr. Customer Success Manager

> "Also appreciate that calls recorded on our previously used software were able to be uploaded."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4648925)

Diane J.

Enterprise Sales

> "The only con that I can see is that the transcription is not always 100% accurate, but I think with different dialects,..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2406437)

PH

Patrick H.

Sr. Customer Success Manager

> "The "Competitor Insights" and "Team Insights" features are particularly helpful."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4648925)

Ryan N.

AE

> "Sometimes the transcript is not always accurate"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2967997)

DJ

Deborah J.

Account Project Manager

> "Wingman is user-friendly and really helpful when it comes to having access to the recordings with the customers and also..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4091595)

VR

Verified Reviewer

Founder

> "The call transcription is quite poor to be honest"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3281889)

SL

Sean L.

sean.logan@legal.io

> "Very useful for onboarding new employees, allows them to learn the role from day 1."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4439295)

NB

Nicolas B.

Customer Experience Rep.

> "At the moment, I can't think of any features I'd like to add or take away."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3106780)

RM

Rutvik M.

CSM

> "It is beneficial; it can be used for training, sharing videos, etc."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3864801)

MM

Marcus M.

Senior Account Executive

> "It does seem to have an issue recording meetings that I don't want recorded...even when I cancel it in the pop up."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2603608)

BM

Bradley M.

SDR

> "I like how i can go back and review the calls i have as well as my team."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4668663)

KP

Karstyn P.

Inbound Marketing Development Specialist

> "It can be tough to navigate back and forth."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3273157)

JS

Jeremy S.

Sales Director

> "Video and audio recording has been most beneficial."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4389639)

VR

Verified Reviewer

Inside Sales Representative

> "Some of the words are not represented correctly in the call scripts."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2498873)

OT

Omer T.

BDR

> "I get inside insights and can improve my calls next time"

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___4768307)

VR

Verified Reviewer

SDR

> "The translation/ Picking up different accents seems to be a challenge with this tool."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2922715)

MU

Monica U.

Marketing

> "The script allowed me to quickly scan for any keywords without having to listen to the whole video."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3277734)

Gustavo P.

Head of Marketing

> "The transcript feature still needs some improvements."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2751394)

Manuel H.

VP, Community and Partnerships

> "The seamless integration with Zoom makes it a convenient companion that is always there to help record my calls with..."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___3570730)

AJ

Aditya J.

Customer Success Manager

> "Sometimes the transcript isn't very accurate."

[See full review](https://www.capterra.com/p/194117/Wingman/#Capterra___2317928)

[View Reviews](https://www.capterra.com/p/194117/Wingman/reviews/)

## User interface

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

4.36 (621)

[Clari Copilot](https://www.capterra.com/p/194117/Wingman/)

4.66 (314)

## 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

Access Controls/Permissions

207

Important

Activity Dashboard

150

Important

Activity/News Feed

120

Important

Nutshell

Top features

23/43

-   Access Controls/Permissions
-   Activity Dashboard
-   Activity/News Feed
-   AI Copilot
-   Alerts/Notifications
-   Appointment Scheduling
-   Assignment Management
-   Calendar Management
-   Call Logging
-   Collaboration Tools
-   Commenting/Notes
-   Commission Management
-   Customizable Branding
-   Customizable Reports
-   Data Import/Export
-   Document Management
-   Electronic Signature
-   Email Management
-   Email Templates
-   Event Triggered Actions
-   File Sharing
-   Generative AI
-   Goal Setting/Tracking
-   Interaction Tracking
-   Kanban Board
-   Leaderboards
-   Lead Management
-   Lead Scoring
-   Live Chat
-   Mobile Access
-   Mobile App
-   Product Catalog
-   Prospecting Tools
-   Reminders
-   Reporting/Analytics
-   Revenue Management
-   Sales Pipeline Management
-   Search/Filter
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Transfers/Routing
-   Workflow Automation

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

Clari Copilot

17/43

-   Access Controls/Permissions
-   Activity Dashboard
-   Activity/News Feed
-   AI Copilot
-   Alerts/Notifications
-   Appointment Scheduling
-   Assignment Management
-   Calendar Management
-   Call Logging
-   Collaboration Tools
-   Commenting/Notes
-   Commission Management
-   Customizable Branding
-   Customizable Reports
-   Data Import/Export
-   Document Management
-   Electronic Signature
-   Email Management
-   Email Templates
-   Event Triggered Actions
-   File Sharing
-   Generative AI
-   Goal Setting/Tracking
-   Interaction Tracking
-   Kanban Board
-   Leaderboards
-   Lead Management
-   Lead Scoring
-   Live Chat
-   Mobile Access
-   Mobile App
-   Product Catalog
-   Prospecting Tools
-   Reminders
-   Reporting/Analytics
-   Revenue Management
-   Sales Pipeline Management
-   Search/Filter
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Transfers/Routing
-   Workflow Automation

[See all features](https://www.capterra.com/p/194117/Wingman/#features)

### Recognition

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

Clari Copilot is recognized as a top-rated tool in 3 Capterra Shortlist reports

Best Value Call RecordingSoftware (2023) 

Best Value Call RecordingSoftware (2022) 

### 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

Clari Copilot

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

Clari Copilot

-   By SalesLoft
-   Located in United States
-   Founded in 2011

## Popular Comparisons

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.36 (621)](https://www.capterra.com/p/144340/Nutshell/reviews/)

vs

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4.4

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[Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.66 (314)](https://www.capterra.com/p/194117/Wingman/reviews/)

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4.8

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[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.36 (621)](https://www.capterra.com/p/144340/Nutshell/reviews/)

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4.4

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[Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.66 (314)](https://www.capterra.com/p/194117/Wingman/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$1080/year

Price

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4.6

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4.4

4.8

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[View full comparison](https://www.capterra.com/compare/152373-194117/HubSpot-CRM-vs-Wingman)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.36 (621)](https://www.capterra.com/p/144340/Nutshell/reviews/)

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4.3

4.4

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[Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.66 (314)](https://www.capterra.com/p/194117/Wingman/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$1080/year

Price

$14/month

4.6

Features

4.3

4.8

Ease of Use

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[View full comparison](https://www.capterra.com/compare/155928-194117/Zoho-CRM-vs-Wingman)

[Nutshell](https://www.capterra.com/p/144340/Nutshell/)[4.36 (621)](https://www.capterra.com/p/144340/Nutshell/reviews/)

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$13/month

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$7/year

4.1

Features

4.5

4.4

Ease of Use

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[Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.66 (314)](https://www.capterra.com/p/194117/Wingman/reviews/)

vs

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$1080/year

Price

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Features

4.7

4.8

Ease of Use

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4.1

Features

4.3

4.4

Ease of Use

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4.1

Features

4.3

4.4

Ease of Use

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[Clari Copilot](https://www.capterra.com/p/194117/Wingman/)[4.66 (314)](https://www.capterra.com/p/194117/Wingman/reviews/)

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[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$1080/year

Price

$50/month

4.6

Features

4.3

4.8

Ease of Use

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