“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
Choosing the right CRM is crucial for your business. Explore why Nutshell is the right CRM over Method:CRM. Nutshell’s standout features include:
Method:CRM is a customer relationship management platform that claims to be 100% customizable. Method is designed to be used with QuickBooks accounting software, so the CRM offers a robust native integration that allows you to invoice customers, track payments, and more.
Method’s customers report a few issues, including frustrations with their customization services and support and the software’s learning curve. While Method claims to be totally customizable, it can still be difficult for customers to create custom web forms and import contacts. And Method’s reporting features are severely limited, which hinders your team from making the most informed data-driven decisions.
Nutshell is an award-winning CRM platform that helps B2B sales, marketing, and customer teams work together to close more deals and retain more customers.
Powerful enough to support any element of your business and simple enough to implement without a paid admin or IT department, Nutshell is favored among businesses from a wide variety of industries and sizes due to its ease of use, flexible set up, and available features.
Furthermore, Nutshell Sales’ features often outshine the competitors in terms of both usability and comprehensiveness, according to customer reviews. Plus, we have a full Marketing Suite and Engagement Suite, with some of our marketing and engagement tools included with your Nutshell Sales license.
Here at Nutshell, we’re dedicated to helping businesses grow their revenue and solve the most critical challenge of sales and marketing software: motivating teams to use it. We’re passionate about our customers’ success, and we love finding new ways to take the frustrations out of selling, marketing, and managing.
Nutshell not only seamlessly syncs with all of Google Workspace (download our Chrome extension), but we also sync seamlessly with all of Microsoft 365 (download our Outlook extension).
If you’re looking for a CRM, you may have come across Method:CRM. But is it the best option for your team? Nutshell offers easier customization, all-in-one CRM and email marketing functionality, and more advanced reporting — plus a native QuickBooks integration, making Nutshell a strong competitor.
Take a look at our Nutshell vs. Method:CRM comparison to see how the two software options stack up.
Method:CRM claims to be 100% customizable, but customization is one of the biggest complaints from current customers. Some users even report that you need to understand coding to get the most out of Method.
While Method offers customization services, they start at $145 an hour for tasks like creating custom reports, importing contacts, and designing custom workflows for your business — which are essential tasks that should be easy to complete in your CRM.
And what’s more, you have to pay additional charges for support when issues arise with the customizations you’ve added to your CRM.
Customizing Nutshell is so simple that there’s no need to pay a “customization expert” to do it for you. For example, creating a custom report is as easy as filtering your data by the criteria you want to see, and we provide free white glove data imports during onboarding so you can get all your data in your CRM at no cost.
While Method:CRM includes an email campaigns feature, its full capabilities are reserved for customers on Method’s highest tier. And those capabilities are still limited compared to Nutshell’s native email marketing tool. For example, Method users can’t automate email campaigns, use A/B testing in their campaigns, or send multi-email drip sequences.
Nutshell customers can do all of those things with Nutshell’s Email marketing tool that works perfectly with your CRM data. You can easily set up email sequences to send automatically when your leads enter certain stages of your pipeline and use A/B testing to determine which messaging resonates with your audience best.
And if you want to try out Email marketing before adding it to your plan, you can send 150 emails per month absolutely free!
Method:CRM prides itself on being made for QuickBooks users. But one of Method’s biggest pitfalls is that you have to be a QuickBooks user to use the CRM. If your team doesn’t work in QuickBooks, you’ll have to look elsewhere.
Nutshell is designed to work where you do. We offer a powerful native QuickBooks integration, as well as dozens of other native integrations and thousands more available through Zapier. That includes integrations with Xero, Freshbooks, and other accounting software.
When making CRM comparisons with Method:CRM, Nutshell should be on your radar. That’s because we offer:
We listen to and anticipate the needs of our customers to provide a user-friendly and affordable CRM filled with valuable features.
We regularly add new features and update our software to provide superior service, including:
CRM is Nutshell’s flagship feature that is available in our Sales Suite. Our Sales Suite has 5 plan tiers to help you choose the best plan for your budget and required features. Below, we’re comparing our most popular Sales plan (Sales Pro) to Method:CRM’s most comparable plan.
PER USER COST
Comparisons based on similarly-priced packages (Nutshell Sales Pro and Method:CRM Pro)
SALES REPORTS AND ANALYTICS
Instantly view how you’re tracking against quota and previous periods, and segment by product, rep, lead source, and more to identify what’s really driving your sales.
INTEGRATES WITH THIRD-PARTY BUSINESS SOFTWARE
Nutshell offers dozens of native integrations, including a native QuickBooks integration, along with thousands more accessible through Zapier.
IN-APP PHONE DIALING AND RECORDING
Integrate with your phone system or preferred communication platform and call from within Nutshell.
PIPELINE MANAGEMENT FEATURES
Flexibility for teams who have multiple processes or to use for other objectives such as Customer Retention or Customer Success.
EMAIL TEMPLATES
Use Nutshell’s pre-built email templates.
NATIVE EMAIL INTEGRATIONS
Sync your email with Nutshell to send and receive messages from inside your CRM.
UNLIMITED EMAIL SENDING
Create and send an unlimited number of personal emails right from Nutshell, so you can stay in touch with all your leads and customers.
PERSONAL EMAIL SEQUENCES
Create and schedule one-on-one sales drips that are more likely to capture attention. Nutshell triggers a sales sequence at the pipeline stage of your choice, remembers the follow-up for you so that valuable prospects don’t float away, and stops the sequence as soon as they reply.
EMAIL MARKETING WITH AUTOMATION
150 monthly trial sends included. Paid plans based on the number of Contacts and start at $5/month
CUSTOMIZABLE, EMBEDDABLE WEB FORMS
Use our drag-and-drop editor to design simple web forms that capture customer information and automatically create new contacts and leads.
EASY TO CUSTOMIZE YOURSELF
Most CRMs offer some degree of customization. The question is, what do you really need to change to suit your team’s needs—and how easy is it to accomplish without coding?
EASE OF USE
Having an easy-to-use CRM increases adoption among your team and makes it easier to accomplish all your mission-critical tasks.
FREE WHITE GLOVE DATA IMPORTS
Importing your data accurately into your CRM is critical for getting up and running. And if you’re running into difficulties, it’s great to have free expert help.
UNLIMITED CONTACTS AND COMPANY RECORDS
LIVE CUSTOMER SUPPORT
Available on Monday through Friday from 7:30 am to 5:30 pm EST (excluding holidays)
FREE IPHONE/ANDROID APPS
Included mobile app from the App Store or Google Play to access the power of Nutshell anywhere.
MOBILE BUSINESS CARD SCANNER
Nutshell’s business card scanner is lightweight and built into the Nutshell mobile app.
WEB CHAT TOOL
Sales Pro customers have access to our Nutshell Engagement Foundation tier features, including unlimited Web chat tool usage, chat thread assignment, chat conversation management, and data collection through forms.
$42 per month billed annually,
$49 per month billed monthly
Yes! Leads and sales reports, plus forecasts, losses, activities, funnels, attribution, custom reports, and more!
Yes!
Unlimited
Drag-and-drop board, list view, map view, chart view
Yes
Yes! Sync your Gmail, Outlook, Office 365, or email account from another provider with Nutshell
Yes!
Included; personal email sequences can be set up to automatically trigger based on pipeline stage and are customizable for your needs
Fully integrated email marketing
Yes; Nutshell forms are fully customizable, from title text and images to the fields you provide for website visitors to fill out.
Yes—Nutshell is famous for its intuitive design, so you can fit Nutshell to your team’s needs without having to pay for someone to do it for you
User-friendly, intuitive interface
Yes! You can get all your data uploaded to your CRM during onboarding – for absolutely free.
Yes! Nutshell lets you store unlimited contacts and company data in your CRM.
Email and online chat
Yes; ability to view lead lists/segments on an interactive map available in iPhone app
Included
Unlimited
$44 per month billed annually,
$49 per month billed monthly
Limited—Method:CRM customers only have access to leads, sales, losses, and activity reports
Only four native integrations
No
Only one view
Yes
Just Gmail and Outlook
No—customers are only allowed to send to 5,000 email recipients per month for free
No—Method:CRM won’t let you automate personal email sending
Not automated drip sequences
Fields in Method:CRM forms are complicated to customize
No—Method:CRM is customizable, but not easily
Steep learning curve
No
Yes
Online chat
Yes
No
No
To compare all of Nutshell’s Sales plans, go to our pricing page and click “compare all plans”.
When making CRM comparisons with Method:CRM, Nutshell should be on your radar. That’s because we offer:
Awesome service. The White Glove Important service convinced me to roll this out to my entire company.
Steve K. Speedwagon Properties
A perfect system that meets all our requirements; Flexible and easy to customize.
Vimmi
Nutshell—somehow—made me *want* to use a CRM again. Might be a first.
Lisa L. Generations Now LLC
Nutshell gives us insights into our business through their reporting, and the CRM is easy fr our sales and onboarding teams to use. I highly recommend them for a growing Saas.
Brian S. Testimonial Tree
Your customer service is hands-down the best I’ve seen in a long time. It is greatly appreciated. Keep up the good work!
Ryan M. Reichel Insulation
Find out more about our affordable plans, packed with the features your business needs.
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