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Zoho CRM vs Nutshell Comparison (2026)

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Zoho CRM logo

Zoho CRM

Nutshell logo

Nutshell

Overview

Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations win more deals, and doesn’t require a full-time admin to manage. Every Nutshell subscription comes with unlimited CRM contacts, data migration assistance, and world-class live support, all at an unbeatable price.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

14

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

13

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.3

7K

5

4

3

2

1

3.5K

2.3K

781

172

84

  • Value for money
  • Ease of use
  • Features
  • Customer support
68%
would recommend this app

4.4

625

5

4

3

2

1

321

230

59

11

4

  • Value for money
  • Ease of use
  • Features
  • Customer support
70%
would recommend this app

Pros

“I like Zoho CRM for its smart workflow management that automates routine tasks and it’s effective email campaign features that helps create and track personalized customer engagement.”
GO

Gabriella O.

Human resources manager

“We use it for new leads, tracking stages of leads and bookings, contact details, tasks, sending emails and more.”
SM

Sherry M.

Executive Manager

“I especially valued its high level of customization and seamless integration with other Zoho applications, which made it possible to tailor the system to specific business needs.”
RS

Radha S.

Legal Assistant

Pros

“Outlook sync pulls replies into the lead timeline, email templates handle no response follow ups, and audiences let each rep group their own accounts and send a targeted blast without touching a separate marketing tool.”
BF

Brady F.

Onboarding Coordinator

“The structure of company as the record, people hanging off it, and a separate lead for every project at that account matches how our reps actually sell, and the custom pipeline stages with automatic follow-up tasks mean nothing sits untouched.”
BF

Brady F.

Onboarding Coordinator

“I wish that leads could function more completely as orders in and of themselves, with the ability to include percentage based line items such as sales tax or apply discounts to all of the products on a lead.”
EJ

Erin J.

Director of Special Projects

Cons

“It is a bit difficult while integrating with the previous crm as there are few gaps and not able to capture the few details same as the previous crm”
sc

suba c.

Customer Success Executive

“The mobile app is really frustrating when I'm out showing properties and need to update deal stages on the fly.”
AC

Andy C.

Sales Director

“Certain automation workflows are overly cumbersome to build, particularly when including multiple conditions and actions.”
AD

Alexandre D.

Secretary General

Cons

“The mobile version doesn’t always match the desktop experience and lacks some features, making on-the-go work less smooth for some teams.”
KM

Keagen M.

Business Development Consultant

“The time wasted with the customer service was so high that it made making this determination prohibitively time consuming.”
AB

Amber B.

CEO

“It lacks some functionality with forms, drip campaigns, and merge tags and is not as customizable for exactly what I need, so I’ve had to use some workarounds.”
MB

Melanie B.

Project Specialist

  • Vendor responds to reviews
  • Last review2 days ago
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features180
  • A/B Testing
  • AI Copilot
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Automated Routing
  • Batch Processing
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Automation
  • Business Process Control
  • Buyer Management
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Channel Management
  • Chat/Messaging
  • Chatbot
  • Churn Management
  • Click Tracking
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Entry
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Sequences
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • File Sharing
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • For Insurance Industry
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Generative AI
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • Incentive Management
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • List Management
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Mobile Optimization
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multivariate Testing
  • Negative Feedback Management
  • No-Code
  • Onboarding
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Rewards Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Subscriber Management
  • Tagging
  • Task Management
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • WYSIWYG Editor
  • Web Forms
  • Web-based Deployment
  • Workflow Automation
  • Workflow Management
  • eCommerce Management
  • Total features94
  • A/B Testing
  • AI Copilot
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Automated Routing
  • Batch Processing
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Automation
  • Business Process Control
  • Buyer Management
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Channel Management
  • Chat/Messaging
  • Chatbot
  • Churn Management
  • Click Tracking
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Entry
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Sequences
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • File Sharing
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • For Insurance Industry
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Generative AI
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • Incentive Management
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • List Management
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Mobile Optimization
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multivariate Testing
  • Negative Feedback Management
  • No-Code
  • Onboarding
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Rewards Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Subscriber Management
  • Tagging
  • Task Management
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • WYSIWYG Editor
  • Web Forms
  • Web-based Deployment
  • Workflow Automation
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations66
  • 123FormBuilder
  • 3CX
  • AWeber
  • ActiveCampaign
  • Acuity Scheduling
  • AdRoll
  • Airtable
  • Apollo.io
  • Asana
  • Avaya Experience Platform
  • Basecamp
  • Bedrock Data
  • BigCommerce
  • Box
  • Calendly
  • CallHippo
  • CallRail
  • Campaign Monitor by Marigold
  • Chargebee
  • Checkfront
  • Constant Contact
  • Demio
  • Deskpro
  • Dialpad
  • Docusign
  • Dropbox
  • Dropbox DocSend
  • Dropbox Sign
  • Eventbrite
  • Formstack Documents
  • FreshMail
  • Freshcaller
  • GetResponse
  • GitLab
  • Givebutter
  • GoTo Meeting
  • Google Ads
  • Google Analytics 360
  • Google Calendar
  • Google Contacts
  • Google Drive
  • Google Sheets
  • Google Workspace
  • Gravity Forms
  • Housecall Pro
  • HubSpot Agent Hub
  • HubSpot CRM
  • Jira
  • Jotform
  • JustCall
  • Kit
  • Kixie PowerCall & SMS
  • Klaviyo
  • Klenty
  • Knowlarity
  • KrispCall
  • Leadfeeder
  • Leadpages
  • LinkedIn for Business
  • LiveChat
  • Mad Mimi
  • MailUp
  • ManyChat
  • Meta for Business
  • Microsoft 365
  • Microsoft Exchange
  • Microsoft Outlook
  • Microsoft Teams
  • MightyCall
  • MightyForms
  • Mixpanel
  • Ninja Forms
  • Notion
  • Olark
  • OnceHub
  • Operations Hub
  • PandaDoc
  • PayPal Payments
  • Podio
  • Procore
  • Proposify
  • Pure Chat
  • QuickBooks Online
  • Quo
  • QuoteWerks
  • Quoter
  • Reply
  • RingCX
  • RingCentral Engage Voice
  • SMS-Magic
  • Saasu
  • ServiceM8
  • Shopify
  • SimplyCast
  • Skyvia
  • Slack
  • Smartsheet
  • SurveyMonkey
  • Teamwork.com
  • Todoist
  • Trello
  • Twilio
  • Twitter/X
  • Typeform
  • Unbounce
  • UserVoice
  • WordPress
  • WordPress Portal
  • Wufoo
  • Xero
  • Yesware
  • Zapier
  • Zendesk AI
  • Zendesk Suite
  • Zoho Analytics
  • Zoho Assist
  • Zoho Billing
  • Zoho Books
  • Zoho Campaigns
  • Zoho Cliq
  • Zoho Creator
  • Zoho Desk
  • Zoho Expense
  • Zoho Forms
  • Zoho Invoice
  • Zoho Mail
  • Zoho Meeting
  • Zoho Projects
  • Zoho SalesIQ
  • Zoho Sign
  • Zoho Social
  • Zoho Survey
  • Zoho Writer
  • Zoom Phone
  • eWebinar
  • iQuoteXpress
  • mailparser.io
  • Total integrations91
  • 123FormBuilder
  • 3CX
  • AWeber
  • ActiveCampaign
  • Acuity Scheduling
  • AdRoll
  • Airtable
  • Apollo.io
  • Asana
  • Avaya Experience Platform
  • Basecamp
  • Bedrock Data
  • BigCommerce
  • Box
  • Calendly
  • CallHippo
  • CallRail
  • Campaign Monitor by Marigold
  • Chargebee
  • Checkfront
  • Constant Contact
  • Demio
  • Deskpro
  • Dialpad
  • Docusign
  • Dropbox
  • Dropbox DocSend
  • Dropbox Sign
  • Eventbrite
  • Formstack Documents
  • FreshMail
  • Freshcaller
  • GetResponse
  • GitLab
  • Givebutter
  • GoTo Meeting
  • Google Ads
  • Google Analytics 360
  • Google Calendar
  • Google Contacts
  • Google Drive
  • Google Sheets
  • Google Workspace
  • Gravity Forms
  • Housecall Pro
  • HubSpot Agent Hub
  • HubSpot CRM
  • Jira
  • Jotform
  • JustCall
  • Kit
  • Kixie PowerCall & SMS
  • Klaviyo
  • Klenty
  • Knowlarity
  • KrispCall
  • Leadfeeder
  • Leadpages
  • LinkedIn for Business
  • LiveChat
  • Mad Mimi
  • MailUp
  • ManyChat
  • Meta for Business
  • Microsoft 365
  • Microsoft Exchange
  • Microsoft Outlook
  • Microsoft Teams
  • MightyCall
  • MightyForms
  • Mixpanel
  • Ninja Forms
  • Notion
  • Olark
  • OnceHub
  • Operations Hub
  • PandaDoc
  • PayPal Payments
  • Podio
  • Procore
  • Proposify
  • Pure Chat
  • QuickBooks Online
  • Quo
  • QuoteWerks
  • Quoter
  • Reply
  • RingCX
  • RingCentral Engage Voice
  • SMS-Magic
  • Saasu
  • ServiceM8
  • Shopify
  • SimplyCast
  • Skyvia
  • Slack
  • Smartsheet
  • SurveyMonkey
  • Teamwork.com
  • Todoist
  • Trello
  • Twilio
  • Twitter/X
  • Typeform
  • Unbounce
  • UserVoice
  • WordPress
  • WordPress Portal
  • Wufoo
  • Xero
  • Yesware
  • Zapier
  • Zendesk AI
  • Zendesk Suite
  • Zoho Analytics
  • Zoho Assist
  • Zoho Billing
  • Zoho Books
  • Zoho Campaigns
  • Zoho Cliq
  • Zoho Creator
  • Zoho Desk
  • Zoho Expense
  • Zoho Forms
  • Zoho Invoice
  • Zoho Mail
  • Zoho Meeting
  • Zoho Projects
  • Zoho SalesIQ
  • Zoho Sign
  • Zoho Social
  • Zoho Survey
  • Zoho Writer
  • Zoom Phone
  • eWebinar
  • iQuoteXpress
  • mailparser.io