Monday CRM vs Nutshell

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 might offer a more balanced alternative with user-friendly contact management and customization options.

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.

Key features of Monday CRM

• Contact management: Provides a central place to store and organize contact details, track communications, and maintain records of interactions with clients and leads.
• Deal management: Allows users to track the progress of deals across stages, helping teams monitor the sales pipeline and update deal statuses as they progress.
• Task management: Users can create tasks related to deals or contacts, assign them to team members, and track their completion to ensure follow-up actions are taken.
• 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

Let's break down the key features of two CRM software solutions and take a closer look at their sales automation, email marketing tools, and contact management.

1. Sales pipeline management

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. Ease of use

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. Contact enrichment

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. Outreach

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. Automation

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. Integration

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.

Price and plans comparison

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 loved for its easy-to-use, plug-and-play CRM system. folk can support multiple business functions including sales, marketing, recruitment, and more.

Key features

• 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.
• Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• Social media integration: Import people and companies from LinkedIn, Sales Navigator, Instagram, and X within a click thanks to folk’s Google Chrome extension.
• Contact sync from Gmail and Outlook: Full email sync enabling users to manage all communications directly from the CRM.
• Find email addresses in a click: Contact enrichment powered by Apollo, and Dropcontact so you can fill in missing data points with 1-click.
• Email sequences: Send email sequences with reminders if your leads don’t reply to your first emails. It includes an AI integration allowing you to personalize email at scale.

Price and plans

folk has a 14-day free trial. After that, there are affordable monthly or annual subscription plans. The annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $80 per user, per month.

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 companies seeking a more personalized approach, it's clear that folk stands out as a flexible alternative. It combines ease of use with customization, making it ideal for businesses 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. Try folk today, free.