Pipedrive vs. Nutshell: In-Depth CRM Comparison

快速概览

Pipedrive and Nutshell are two CRM solutions tailored for small to mid-sized businesses, each bringing a unique focus to customer relationship management.

Pipedrive is a sales-focused CRM that emphasizes deal tracking and pipeline visibility, making it ideal for teams looking to streamline their sales process.

Nutshell, on the other hand, combines CRM with built-in email marketing and sales automation, providing an integrated approach to managing both customer relationships and outreach.

In this blog post, we'll compare their key features to help you decide which CRM suits your business needs. For teams of 20-50 people seeking a more flexible alternative, folk CRM offers superior contact management and customization options that scale perfectly with growing sales teams.

What is Pipedrive?

Pipedrive是一款面向小型企业的基于网络的客户关系管理（CRM）系统，提供潜在客户管理、自动化流程、电子邮件集成以及可定制的销售流程，以优化销售业绩。

Pipedrive 的主要功能

• 销售线索与交易管理：集中化工具用于管理客户数据、互动记录及销售流程，助力团队快速把握商机。
• 销售自动化：通过工作流自动化处理重复性任务，例如潜在客户分流、跟进流程及邮件序列，使销售团队能够专注于促成交易。
• 邮件集成：提供完整的邮件同步、模板及追踪功能，使用户能够直接通过CRM管理所有通信。
• 高级报告与分析：实时数据分析和定制报告工具，用于追踪销售业绩、预测收入并获取可操作的洞察。
• Customization and security: Options to customize pipelines, fields, and user permissions, with robust security measures to protect data.
  

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 also 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.

Pipedrive 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

Pipedrive offers a user-friendly Kanban-board interface that aligns closely with traditional sales pipeline management processes. Its visual approach allows sales teams to easily track deals through customizable stages, providing clarity and efficiency in managing sales activities. On the other hand, Nutshell's pipeline management feature provides a variety of views including board, list, map, and chart views, offering flexibility in how users track leads and deals. The pipeline is highly customizable, enabling users to organize and prioritize leads according to their workflow needs. Nutshell also includes features like hot lead identification and customizable lead cards, which enhance visibility into deal statuses and priorities. These tools aim to support sales teams in managing and visualizing their sales processes without unnecessary complexity. Both platforms offer robust pipeline management capabilities, but the choice between them may depend on whether a team prefers Pipedrive's straightforward Kanban style or Nutshell's versatile viewing options.

👉🏼 Try folk now to manage customizable pipelines and deal stages with ease

2. 易用性

Pipedrive offers an intuitive interface with a visual sales pipeline, making it easy for users to manage deals and track progress. Nutshell, provides a straightforward and user-friendly dashboard with basic sales features that simplifies navigation and ensures quick access to essential features.

3. 接触强化

Pipedrive's contact enrichment feature integrates with tools, automatically pulling additional information from external sources to populate fields with data such as job titles, company information, and social media profiles. Nutshell's contact enrichment feature is focused on minimizing manual data entry by allowing users to import contacts, emails, and calendar events from various sources.

4. 外展

Pipedrive's email builder is designed for responsive campaigns like newsletters. In contrast, Nutshell's outreach feature includes built-in email marketing and automation, allowing users to create and send campaigns directly, with basic tracking and engagement metrics.

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5. 自动化

Pipedrive's automation streamlines sales by automating tasks like data entry and follow-ups. Nutshell focuses on basic sales and marketing automation, supporting follow-up emails, task reminders, and email marketing automation for drip campaigns and customer engagement.

6. 集成

Pipedrive offers over 300 integrations, enabling users to connect with various third-party tools across different categories, including marketing automation and email platforms. Nutshell offers integrations with a range of popular tools to enhance its functionality and streamline workflows. It connects with major productivity platforms like Google Workspace, Microsoft 365, and Slack, allowing users to manage emails, calendars, and team communication within their existing tools.

7. 人工智能

Pipedrive integrates AI through its Sales Assistant, offering actionable insights and recommendations. Nutshell's AI tools enhance productivity with features like timeline summarization, summarizing past interactions and activities for quick reference.

价格与套餐对比

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

Pipedrive prices

Pipedrive offers two types of plans, both for their CRM product. It comes as either a monthly or an annual subscription basis. Their annual subscription plan is as follows.

• Essential plan: Starts from $24 per user, per month.
• Advanced plan: Starts from $44 per user, per month.
• Power plan: Starts from $79 per user, per month.
• Enterprise plan: Starts from $129 per user, per month.

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 Pipedrive and Nutshell

Looking for an affordable alternative perfect for teams of 20-50 people? We recommend folk CRM. A multiple award-winning CRM platform specifically designed for medium-sized sales teams that need room to grow. folk CRM scales seamlessly with expanding teams of 20-50 members, supporting sales, marketing, recruitment and investor relations without the complexity that comes with enterprise solutions.

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。
• 销售流程仪表盘：通过高度可定制的销售流程仪表盘管理整个销售周期和潜在客户，支持看板视图或列表视图。
• 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。

Pipedrive vs. Nutshell: What's the verdict?

By comparing Pipedrive and Nutshell, it's apparent both CRMs offer robust features tailored for small to medium-sized businesses, with Pipedrive excelling in sales automation and Nutshell providing comprehensive B2B solutions. However, for medium-sized sales teams of 20-50 people seeking the perfect balance of functionality and scalability, folk CRM presents the superior choice. With features like social media integration, contact sync, and customizable pipelines that grow with your team, folk CRM stands out as the ideal solution for expanding sales organizations.

常见问题解答

What is Pipedrive used for?

Pipedrive is a sales CRM for managing deals and pipelines. Teams use it to track opportunities, automate follow-ups, sync email, and report on performance to improve sales forecasting and win rates.

Does Nutshell include email marketing?

Yes. Nutshell has built-in email campaigns with basic automation for follow-ups and drip sequences, plus engagement tracking.

How much do Pipedrive and Nutshell cost?

Pipedrive (annual): Essential $24, Advanced $44, Power $79, Enterprise $129 per user/month. Nutshell (annual): Foundation $16, Pro $42, Power AI $52, Enterprise $67 per user/month. Pricing may change.

What is a good alternative to Pipedrive and Nutshell?

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