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

什么是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 的主要功能

• 联系人管理：提供集中存储和整理联系人信息、追踪沟通记录、维护客户及潜在客户互动档案的统一平台。
• 交易管理：允许用户追踪交易在各个阶段的进展，帮助团队监控销售流程，并在交易推进过程中及时更新交易状态。
• 任务管理：用户可创建与交易或联系人相关的任务，将其分配给团队成员，并跟踪任务完成情况以确保后续行动得到落实。
• 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

让我们深入剖析两款客户关系管理软件的核心功能，重点关注其销售自动化、电子邮件营销工具及联系人管理模块。

1. 销售渠道管理

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. 易用性

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. 接触强化

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. 外展

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. 自动化

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. 集成

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. 人工智能

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.

价格与套餐对比

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

主要特点

• 联系人管理：将所有联系人无缝整合至同一平台，涵盖LinkedIn、Instagram和X等社交媒体平台，以及Gmail和Outlook等多重收件箱。
• 备注与提醒： 在folk中直接将 备注附加 到联系人档案，随时随地查看。设置提醒功能，确保您精准掌握跟进时机。
• 易用性与定制化：轻松定制销售流程、仪表盘、自动化流程及邮件序列，使其适用于整个销售周期与销售流程管理——以及招聘、营销等其他业务职能。
• 社交媒体整合：借助folk的Google Chrome扩展程序，一键导入来自LinkedIn、Sales Navigator、Instagram和X的人员及企业信息。
• Gmail与Outlook联系人同步：实现完整的邮件同步功能，让用户能够直接在CRM系统中管理所有通信内容。
• 一键查找电子邮箱：借助Apollo和Dropcontact驱动的联系人信息增强功能，您只需单击一下即可填补缺失的数据点。
• 邮件序列：若潜在客户未回复首封邮件，系统将自动发送带提醒功能的邮件序列。该功能集成人工智能技术，支持大规模个性化邮件定制。

价格与套餐

folk提供14天免费试用。试用期结束后，可选择经济实惠的月度或年度订阅方案。年度订阅方案如下：

• 标准版：每位用户每月20美元。
• 高级版：每月每位用户40美元。
• 定制方案：每位用户每月80美元起。

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.

常见问题解答

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.