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 CRM의 주요 기능

• 연락처 관리: 연락처 정보를 저장하고 정리하며, 커뮤니케이션을 추적하고, 고객 및 잠재 고객과의 상호작용 기록을 유지할 수 있는 중앙 집중식 공간을 제공합니다.
• 거래 관리: 사용자가 거래의 진행 단계를 추적할 수 있도록 하여 팀이 영업 파이프라인을 모니터링하고 거래 진행 상황에 따라 거래 상태를 업데이트할 수 있도록 지원합니다.
• 작업 관리: 사용자는 거래나 연락처와 관련된 작업을 생성하고, 팀원에게 할당하며, 완료 상태를 추적하여 후속 조치가 이루어지도록 할 수 있습니다.
• 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

두 CRM 소프트웨어 솔루션의 주요 기능을 분석해보고, 영업 자동화, 이메일 마케팅 도구, 연락처 관리 기능을 자세히 살펴보겠습니다.

1. 영업 파이프라인 관리

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. 사용 편의성

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. 접촉 강화

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. 외부 협력

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. 자동화

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. 통합

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. Artificial Intelligence

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.

가격 및 요금제 비교

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

주요 기능

• Contact management: Bring all your contacts into one place seamlessly, from social media platforms such as LinkedIn, Instagram and X to multiple inboxes including Gmail and Outlook.
• Notes and reminders: Attach notes directly to a contact's profile in folk, and access them on the go. And assign reminders so you know exactly when to follow-up.
• 사용 편의성과 맞춤 설정: 파이프라인, 대시보드, 자동화, 이메일 시퀀스를 손쉽게 맞춤 설정하여 영업 주기 및 파이프라인 관리 전반에 활용할 수 있습니다. 또한 채용, 마케팅 등 기타 비즈니스 기능에도 적용 가능합니다.
• 소셜 미디어 통합: folk의 Google Chrome 확장 프로그램을 통해 LinkedIn, Sales Navigator, Instagram, X의 사람 및 기업 정보를 클릭 한 번으로 가져올 수 있습니다.
• Gmail 및 Outlook 연락처 동기화: 이메일 전체 동기화를 통해 사용자가 CRM에서 직접 모든 커뮤니케이션을 관리할 수 있습니다.
• 클릭 한 번으로 이메일 주소 찾기: Apollo와 Dropcontact의 연락처 보강 기능으로 누락된 데이터 항목을 1클릭으로 채울 수 있습니다.
• 이메일 시퀀스: 리드가 첫 이메일에 답장하지 않을 경우 리마인더가 포함된 이메일 시퀀스를 발송합니다. AI 통합 기능을 통해 대규모로 이메일을 개인화할 수 있습니다.

가격 및 요금제

folk는 14일 무료 체험을 제공합니다. 이후에는 합리적인 월간 또는 연간 구독 플랜이 있습니다. 연간 구독 플랜은 다음과 같습니다.

• 표준: 사용자당 월 20달러.
• 프리미엄: 사용자당 월 40달러.
• 맞춤형: 사용자당 월 $80부터 시작합니다.

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.

자주 묻는 질문

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.