Monday CRM vs Nutshell

Overview: Monday CRM vs. Nutshell at a glance

Monday CRM and Nutshell are two CRM platforms that cater to businesses seeking straightforward tools for managing customer relationships and sales processes.

Monday CRM, built on Monday.com's work management platform, offers customizable pipelines and workflow automation suited for teams that prioritize flexibility in project and sales management. Nutshell, on the other hand, combines CRM with built-in email marketing and automation, providing an integrated solution for small to mid-sized sales and marketing teams. In this blog post, we'll compare their key features to help you decide which CRM best suits your needs – or if folk CRM might offer a more balanced alternative with user-friendly contact management and customization options specifically designed for growing sales teams of 20-50 people.

👉🏼 Try folk now to compare pipelines and manage contact enrichment across Monday CRM vs Nutshell

What is Monday CRM?

Monday CRM is a sales focussed customer relationship management platform built by the team behind Monday.com, designed to help sales teams manage contacts, sales pipelines, and workflows.

Monday CRMの主な機能

• コンタクト管理：連絡先情報を一元的に保存・整理し、コミュニケーションを追跡し、顧客や見込み客とのやり取りの記録を維持する場所を提供します。
• 取引管理：ユーザーが取引の進捗を各段階で追跡できるようにし、チームが販売パイプラインを監視し、取引の進捗に応じてステータスを更新するのを支援します。
• タスク管理：ユーザーは取引や連絡先に関連するタスクを作成し、チームメンバーに割り当て、完了状況を追跡することで、フォローアップアクションが確実に実行されるようにします。
• Lead tracking: Features tools for capturing and managing leads, assigning them to team members, and tracking their progress through different stages of the sales funnel.
• Pipeline customization: Enables users to customize their sales pipelines to align with specific business processes, allowing different stages and workflows based on deal progression.
  

What is Nutshell?

Nutshell is an all-in-one CRM specifically designed to help B2B teams close more deals. It combines contact management, pipeline tracking, and email marketing tools to support every stage of the sales process, from lead generation to deal closure. With features like customizable pipelines, activity tracking, and seamless integration options, Nutshell enables sales teams to stay organized, collaborate, and drive results—all within a user-friendly platform tailored for B2B needs.

Key features of Nutshell

• Contact management: Centralizes customer information and tracks communication history to keep teams organized and informed.
• Pipeline management: Customizable sales pipelines to track leads and deals through every stage of the sales process.
• Email marketing: Built-in email campaign tools that enable targeted outreach and engagement with prospects and customers.
• Activity tracking: Logs all interactions, including calls, emails, and meetings, allowing teams to stay on top of follow-ups and engagement.
• Reporting and analytics: Provides insights into sales performance, forecasting, and team activity, helping to make data-driven decisions.

Monday CRM vs. Nutshell: Feature Comparison

2つのCRMソフトウェアソリューションの主要機能を分析し、販売自動化、メールマーケティングツール、および連絡先管理について詳しく見ていきましょう。

1. 営業パイプライン管理

Monday CRM's pipeline feature allows users to track the progress of deals and opportunities through customizable stages, enabling alignment with specific sales processes. The stages represent different phases of a deal, offering flexibility and clarity. In contrast, Nutshell's pipeline management provides tools for tracking leads and deals through various customizable views, such as board, list, map, and chart views. Its features, like hot lead identification and customizable lead cards, enhance visibility into deal statuses and priorities, supporting sales teams in managing and visualizing their sales process effectively without unnecessary complexity.

2. 使いやすさ

Both Monday CRM and Nutshell prioritize user-friendliness, offering intuitive interfaces that simplify navigation and task management. Monday CRM's visual layout is particularly appealing for teams that have a sales focus, while Nutshell offers a straightforward setup that caters to small businesses looking for a quick learning curve. Perhaps oversimplifying sales in the process by sacrificing customization options.

3. コンタクトエンリッチメント

Monday CRM does not offer a built-in contact enrichment feature, which may require users to rely on third-party integrations for this capability. In contrast, Nutshell provides built-in contact enrichment, streamlining the process of gathering and updating contact information directly within the platform.

4. アウトリーチ

Monday CRM allows users to conduct outreach campaigns with the help of a template library and AI-assisted support. Nutshell's outreach feature includes built-in email marketing and automation capabilities, enabling users to create and send email campaigns directly from the platform, complete with basic tracking and engagement metrics.

5. 自動化

Monday CRM offers basic automation for tasks like updating deal statuses and sending notifications, streamlining repetitive processes. Nutshell enhances this with more comprehensive automation, supporting follow-up emails, task reminders, and email marketing automation, including drip campaigns, to manage customer engagement effectively.

6. 統合

Both platforms support integrations with popular tools to enhance their functionality. Monday CRM offers a wide range of integrations through its marketplace, while Nutshell integrates seamlessly with essential business tools, ensuring smooth data flow and operational efficiency across platforms.

7. 人工知能

Monday CRM has an AI-based email generator that assists in composing sales emails, enhancing communication efficiency. Nutshell's AI integration includes features like timeline summarization, which helps users quickly navigate historical records by summarizing past interactions and activities for better decision-making.

価格とプランの比較

Let's take a closer look at the price and plans of both Monday CRM and Nutshell.

Monday CRM prices

Monday CRM offers both a monthly and annual subscription plan. All their plans depend on the size of your team and starts with a 3 seat option.

• Basic: Starts from $12 per seat, per month.
• Standard: Starts from $17 per seat, per month.
• Pro: Starts from $28 per seat, per month.
• Enterprise: Undisclosed.

Nutshell  prices

Nutshell offers several feature-rich plans tailored to different goals and team sizes.

• Foundation: $16 per user, per month.
• Pro: $42 per user, per month.
• Power AI: $52 per user, per month.
• Enterprise: $67 per user, per month.

Introducing folk CRM: the best alternative to Monday CRM and Nutshell

Looking for an affordable alternative? We recommend folk. A multiple award-winning CRM platform specifically designed for sales teams of 20-50 people who need a balance of powerful features and simplicity. folk can support multiple business functions including sales, marketing, recruitment, and more, making it the ideal solution for medium-sized sales teams that need to scale efficiently without overwhelming complexity.

👉🏼 Try folk now to organize your outreach and never miss a follow-up when switching from Monday CRM or Nutshell

主な特徴

• 連絡先管理：LinkedIn、Instagram、Xなどのソーシャルメディアプラットフォームから、GmailやOutlookを含む複数の受信箱まで、すべての連絡先をシームレスに一箇所に集約します。
• メモとリマインダー： folkでは連絡先のプロフィールに直接メモを添付でき 、外出先でもアクセス可能です。リマインダーを設定すれば、フォローアップのタイミングを正確に把握できます。
• 使いやすさとカスタマイズ性：パイプライン、ダッシュボード、自動化、メールシーケンスを簡単にカスタマイズできるため、営業サイクルやパイプライン管理はもちろん、採用、マーケティングなど他の業務機能にも幅広く活用できます。
• ソーシャルメディア連携：folkのGoogle Chrome拡張機能により、LinkedIn、Sales Navigator、Instagram、Xからワンクリックで人物や企業をインポートできます。
• GmailおよびOutlookからの連絡先同期：完全なメール同期により、ユーザーはCRMから直接すべての通信を管理できます。
• ワンクリックでメールアドレスを検索：ApolloとDropcontactによる連絡先情報補完機能で、不足しているデータポイントをワンクリックで入力可能。
• メールシーケンス：見込み客が最初のメールに返信しない場合、リマインダー付きのメールシーケンスを送信します。AI統合機能により、大規模なメールパーソナライゼーションを実現します。

価格とプラン

folkは14日間の無料トライアルを提供しています。その後は、手頃な月額または年額サブスクリプションプランが利用可能です。年額サブスクリプションプランは以下の通りです。

• スタンダードプラン：1ユーザーあたり月額20ドル。
• プレミアム：ユーザー1人あたり月額40ドル。
• カスタムプラン：ユーザー1人あたり月額80ドルから。

Monday CRM vs. Nutshell: What's the verdict?

Both Monday CRM and Nutshell offer robust features for managing sales pipelines and customer relationships. However, for medium-sized sales teams of 20-50 people seeking a more personalized approach, it's clear that folk CRM stands out as the superior alternative. It combines ease of use with customization, making it ideal for growing sales teams that need to adapt their CRM to various functions beyond sales, such as recruitment and marketing. With features like social media integration and contact sync, folk provides a comprehensive CRM solution that scales perfectly with teams in the 20-50 person range.

よくある質問

What is the main difference between Monday CRM and Nutshell?

Monday CRM is a flexible sales CRM built on Monday.com with customizable pipelines and workflow automation. Nutshell combines CRM with built-in email marketing, automation, and contact enrichment, geared to small and mid-sized B2B teams.

Does Monday CRM include built-in email marketing?

Not natively. Monday CRM relies on integrations for email campaigns. Nutshell includes built-in email marketing with sequences, basic tracking, and automation.

How do Monday CRM and Nutshell pricing compare?

Monday CRM: from $12, $17, $28 per seat/month (Enterprise undisclosed; 3-seat minimum). Nutshell: $16, $42, $52, $67 per user/month. Pricing may vary by billing term and region.

What is a good alternative to Monday CRM and Nutshell?

folk offers customizable pipelines, contact sync and enrichment, email sequences, and automation. Annual plans: Standard $20/user/mo, Premium $40, Custom from $80. 14-day free trial.