Insightly CRM for SMB: Review

Intended Users
Founded in 2010, Insightly CRM was created for use by SMB’s (Small and Medium Businesses) that have anywhere from 1 to 500 employees. This CRM system offers new features that will upgrade you from contact information on spreadsheets to a comprehensive customer relationship management system that has automated perks that could significantly help your SMB.


– Cloud, SaaS, Web
– Mobile: Android Native
– Mobile: iOS Native


– Documentation
– Live Online
– Webinars


– Online
– During Business Hours


Features Included in All Plans
– Campaign Management
– Document Management
– Contact Management
– Email Marketing
– Interaction Tracking
– Lead Management
– Project Management
– Marketing Automation
– Referral Tracking


– Territory Management
– Social Media Integration
– Reporting
– Event / Calendar Management
– Mass Email
– Email Templates
– Recycle Bin
– iPhone and Android Mobile Apps


– Access to Insightly API
– G Suite
– Evernote
– Box
– Dropbox
– Google Drive

MailChimp Integration

MailChimp Integration

– Microsoft OneDrive
– Outlook 2013
– QuickBooks Online
– Office 365
– Xero
…and more! See:

Example of Xero Integration with Insightly

Example of Xero Integration with Insightly

Security and Support:
– Online Knowledge Base and Community
– Military Grade AES-256 Encryption
– Automatic Server Backups
– SOC 2 Compliant

No setup fees, no upgrade fees, and no contracts!


Free Version
Before getting into the details of plans and pricing, there is a Free Version of Insightly available. Free for up to 2 Users, this plan offers the following:
– Up to 200 MB Storage
– Advanced Reports (maximum 10) – No scheduled reports, no smart alerts
– Email Templates (5)
– Mass Email (Maximum of 10 sent per day)
– 10 Custom Fields (2 per record type)
– 2,500 Records
– 500 Rows File Import Limit
– Online Knowledge Base and Community Q&A

You can get started with the Free Version here:


You have the option of choosing from 4 premium plans, starting at $12 per user / month.

Price: $12 per user/month (billed annually) OR $15 per user/month (billed monthly)
– Advanced Reports (Unlimited)
– Scheduled Reports
– Smart Alerts (Max. 5)
– Mobile App Business Card Scanner (5 cards per user/month)
– Email Templates (50)
– 50 Custom Fields (10 per record type)
– Mass Email (send 500 per day, max)
– 1 GB Storage
– 25K Records
– Email Support
– MailChimp Integrations
– Onboarding Sessions
– Google Contact
– Google Calendar Sync
– Microsoft Exchange Calendar Sync
– Custom Branding

Price: $29 per user/month (billed annually) OR $35 per user/month (billed monthly)
– MailChimp Auto-Importer (new feature)
– Advanced Reports (Unlimited)
– Scheduled Reports
– Smart Alerts (Max. 25)
– Mobile App Business Card Scanner (15 cards per user/month)
– Email Scheduling
– Email Templates (100)
– 10 GB
– 100K Records
– Mass Email (Send max 2,500 per day)
– 25,000 Rows File Import Limit
– MailChimp Integration
– Onboarding Sessions
– Google Contact
– Google Calendar Sync
– Microsoft Exchange Calendar Sync
– Custom Branding

Price: $49 per user/month (billed annually) OR $59 per user/month (billed monthly)
– Advanced Permissions (new feature)
– Lead Assignment Rules (new feature)
– MailChimp Auto-Importer (new feature)
– Advanced Reports (Unlimited)
– Scheduled Reports
– Smart Alerts (Max. 100)
– Mobile App Business Card Scanner (25 cards per user/month)
– Email Templates (Unlimited)
– Email Scheduling
– 500 Custom Fields (100 per record type)
– Mass Email (send max 5,000 per day)
– 100 GB Storage
– 50,000 Rows File Import Limit
– 250K Records
– Priority Email Support
– Onboarding Sessions
– MailChimp Integration
– Google Contact
– Google Calendar Sync
– Microsoft Exchange Calendar Sync
– Custom Branding

Price: $99 per user/month (billed annually) OR $129 per user/month (billed annually)
– Advanced Permissions (new feature)
– MailChimp Auto-Importer (new feature)
– Lead Assignment Rules (new feature)
– Advanced Reports (Unlimited)
– Smart Alerts (Max. 250)
– Scheduled Reports
– Mobile App Business Card Scanner (50 cards per user/month)
– Email Scheduling
– Email Templates (Unlimited)
– 1000 Custom Fields (200 per record type)
– 500K Records
– 250 GB Storage
– 50,000 Rows File Import Limit
– Priority Email Support
– MailChimp Integration
– Onboarding Sessions
– Google Contact
– Google Calendar Sync
– Microsoft Exchange Calendar Sync
– Custom Branding

Free Trial
To sign up for a free trial for any of the four plans above, simply visit the link below!


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OnContact CRM Software: Review

OnContact CRM is a full-service CRM software by WorkWise, which adds the perks of Marketing Automation to their full list of CRM features. You have the option of choosing from Cloud-based or On-Premise software — and the pricing is simple.



CRM + Marketing Automation Package

Intended Users

Any business, from SMB to larger enterprises have benefitted from OnContact’s CRM software. Some companies include:

  • Marion
  • CBCInnovis
  • Toys R Us
  • Rayonier Advanced Materials
  • Nercon Engineering & MFG., Inc
  • Global
  • The Equitable Bank
  • MCL Engineered Solutions
  • PFP

Cloud or On-Premise Options: The Choice is Yours

One of the unique advantages of OnContact CRM that other CRM softwares do not always share is the ability to choose between Cloud or On-Premise software.

Both of these options offer full mobility with regards to accessing your information from mobile devices. However, the Cloud plan option is much more affordable and requires no maintenance. The On-Premise plan requires installation and labor costs in addition to a much higher subscription fee and annual maintenance costs.

cloud-crm-bottom on-premise-crm-bottom

The plan options, prices, and features can be found below, but if you wish, you can compare the Cloud CRM or On-Premise solutions for yourself at:


OnContact CRM is where Customer Relationship Management meets Marketing Automation. As opposed to having different vendors and software for your marketing solutions and your sales solutions — with OnContact, this CRM software features the Marketing Automation you need and third party integration that will make business boom in one complete package at an affordable price.



OnContact offers full-service mobility and portability no matter if you are in the office, at home, or on the go. You can access your customer information, sales information, and marketing solutions from any mobile device such as a laptop, tablet, and smartphone.


Intuitive Interface

All users can quickly adapt to the extremely intuitive OnContact CRM interface. While most CRMs claim to have an easy to use and clean interface, it is not always the case. In the case of OnContact, the interface truly has a nice and clean look with intuitive controls.



Customizing your screen is easy with OnContact and you can create your own unique pages that match your requirements.


Sales Pipeline

You can provide managers with quick and simple access to current deals opportunities through the sales dashboard. Here, you can see your sales pipeline with ease.


QuickBooks Integration

OnContact knows of the importance of accounting in your business, so this software seamlessly integrates with QuickBooks, which is the most popular accounting solutions used. As a user, you can access customer financial information quickly without having to leave the OnContact application.


Marketing Management

With marketing management tools, you can quickly target the desired audience for your products or services by using powerful searches through OnContact.


Landing Pages

You can automatically populate CRM lead tables so that your marketing campaigns begin instantly and leads can be scored.


Email Template Designer

The email template designer creates engaging HTML emails to potential and existing customers without you even having to know HTML. This can cut costs since you won’t have to hire someone to create these templates for your business.


Website Visitor Tracking

Knowing the interest that people have in your products and services is extremely important to marketing to the right people in the right places. With website visitor tracking, you can receive information on who is checking out your website and extra data that comes with it.


Customer Support Functionality

With any business, there come a time where you must resolve customer issues. You want a software that will allow you to be notified immediately of any problems and will help you resolve these issues and properly communicate support data.

OnContact has FAQ sections you can create and other tools that you can use to assist your customers.

Overall, with either plan you choose below, you receive full-service software for sales, marketing automation, marketing features, support, contact center, and mobile access for a single price (per user per month).



There is a significant difference between the two plans offered by OnContact CRM. Their CRM is full-service, so you do not choose a plan based on features per se, but you do choose a plan based on whether you want a cloud-based CRM or on-premise CRM.

The Cloud CRM costs only $50 per user per month (billed annually / 3 user minimum), and the On-Premise CRM costs $995 per user (plus annual maintenance / 3 user minimum).

Since the minimum number of users is 3 on both plans, the minimum costs involved is actually $150 per month for the Cloud CRM and $2,985 per month for the On-Premise CRM.

You can see the plan details below.


OnContact CRM Plans & Features

There are two plans offered by OnContact, depending on whether you would prefer a Cloud or On-Premise CRM for your business.

Cloud CRM

Price: $50 per user / month (billed annually / minimum of 3 users required)

This plan was designed as a complete solution through the Cloud. This plan comes with all of the full-service, comprehensive CRM features and Marketing Automation functions. There are no extra charges and no hidden fees.

For most businesses, the Cloud CRM is the perfect solution. At $50 per user / month, the minimum cost of ownership of this CRM starts at $150 (since there is a 3 user minimum) and is billed annually. Even if you require a few more users or a lot more users, you simply add $50 to the amount and prepare to pay the annual payment.

While it would be better if there were a monthly billing option, after the 14-day free trial we recommend you take advantage of, you should have a good idea whether this CRM would benefit your business.

The Cloud CRM is advantageous because it does not cost anything to maintain as it is web-based, there is no hardware or maintenance costs, no costs associated with future upgrades, and mobility is an extra plus — you can access your secure data from anywhere, from nearly any device. This keeps your employees and teams on the same page with you in charge.

Regardless of what type of business you have, having such a Cloud-based CRM benefits you versus an On-Premise CRM in most cases and is much more budget friendly in the short- and long-term.

Included in the Cloud plan is the following:

  • Mobile
  • Sales Automation
  • Marketing Management
  • Marketing Automation
  • Contact Center
  • Customer Service

If your business/firm/company requires something a bit more secure or you want an On-Premise service; OnContact CRM has a plan for that too!

On-Premise CRM

Price: $995 per user / month (3 user minimum) + Annual Maintenance (not included in the price listed)

The On-Premise plan is exactly as it sounds — the OnContact CRM software is installed on-site and features the same CRM functions and Marketing Automation as the Cloud plan above:

  • Mobile
  • Sales Automation
  • Marketing Management
  • Marketing Automation
  • Contact Center
  • Customer Service

If your business requires On-Premise CRM software, the bulk of the cost of this CRM is because of all of the hardware, maintenance, and labor associated with installation. $50 per user for the Cloud plan versus $995 per user for the On-Premise plan is a huge variation. This cost difference is important when thinking about your bottom line.

Remember, there is a minimum of 3 users when purchasing a plan, so multiply $995 by three and there is your minimum cost per month (billed annually). PLUS, this pricing does not even include the annual maintenance costs, which OnContact does not specify on in regards to a price range.


Free Trial

You can start a free 14-day trial of OnContact Cloud CRM at the following link:

There is no obligation, no costs involved, and you receive full access to all of the features of OnContact CRM, including: Sales Automation, Marketing Automation, Customer Service, and Contact Center functionality at no extra charge.

If you wish to request a one-on-one demo of the On-Premise CRM, that can be scheduled as well at the following link:



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TeamSupport Software: Review

TeamSupport is a very interesting and highly rated B2B customer support software that helps businesses and teams work together in a more efficient manner by:

  • Eliminating miscommunications
  • Improving customer communication
  • Addressing client issues quickly

…and a lot more.

There are a ton of customer management and team-centric features that your business can take advantage of with Team Support, and with the availability of a mobile app, you can get your work done and make your customers happy when you’re on-the-go.

Private Cloud

If you are seeking a private cloud, TeamSupport’s customer support software offers a private cloud version that will satisfy regional security and performance requirements.


Prices & Product Details

There are two plans to choose from, the Support Desk and Enterprise plans. Take a look at the details below!

Support Desk Plan

Price: $40 per agent / month (billed annually)

Price: $50 per agent / month (billed monthly)

You would benefit from choosing the annual billing, but we suggest you wait until you are sure TeamSupport’s CRM is right for your company before committing.

The Support Desk plan is designed for end-user customer support as well as to act as an internal help desk for operations. With it, you can easily track, assign, and manage customer support requests.


Customer Management

  • Complete Customer & Contact Database
  • Customer Notes with Alerts
  • Unlimited Customers and Contacts
  • Ticket History by Customer or Contact
  • Customer Distress Index
  • Agent Ratings
  • Customer Families
  • Customer Insights


Ticket Management

  • Phone-to-Ticket (RingCentral)
  • Simple Email Integration with Email-to-Ticket
  • My Ticket List
  • Custom Fields, Statuses, and Properties
  • Conditional Custom Fields
  • Assign Tickets to Users or Groups
  • Integrated Screen Recording
  • Related & Family Tickets
  • Ticket Collision Prevention
  • Ticket Automation & Workflows
  • Integrated Video/Webcam Recording
  • In-Line Images
  • File Attachments
  • Global Search
  • Mobile Agent Tools
  • Log Private or Public Actions with Notifications


Customer Self-Service

  • Ticket Deflection
  • Basic and Advanced Customer Portals
  • Live Chat
  • Internal and External KnowledgeBase
  • Customizable Customer Portals can be Embedded in Your Website
  • Community Forums



  • Water Cooler Internal Social Network & Internal Chat
  • User Groups
  • Wiki
  • Ticket Queue
  • Integrated Calendar with Task Assignment


Best-in-Class Reporting and Analytics

  • 100’s of Stock Reports “out of the box”
  • Agent and Group Reporting
  • Customizable Dashboard
  • Advanced Custom Reports



  • CRM including: Salesforce, Highrise, Oracle, and Zoho
  • Other Business Tools including: MailChimp, Dropbox, NiceReply, CustomerThermometer, and Facebook
  • Zapier Integration Platform

Security and Controls

  • SLA Management
  • SSL 128-bit Encryption
  • Sandbox Test Environment
  • SSO Capability
  • Rights Management
  • Assign Users to Teams

Help and Support

  • Web based SaaS Solution
  • Low Startup Cost and Low Cost of Ownership
  • Onboarding / Training
  • Data Migration
  • Online Documentation
  • Multi-Timezone Support
  • Technical Support (Phone, Email, LiveChat)


Enterprise Plan

Price: $55 per agent / month (billed annually)

Price: $65 per agent / month (billed monthly)

Again, you receive a lower price for annual billing.

The Enterprise plan is designed more for technology and software companies. This plan can track support issues, defects, product bugs, and enhance features.

The Enterprise plan features everything that the Support Desk plan does (seen above in bullet point), except it includes Products & Inventory and Developer Tools that the other plan does not.

To be concise, the Enterprise plan includes all of the features in the Support Desk plan above, PLUS Inventory features including:


  • Product Database
  • Product & Version Tracking
  • Inventory & Asset Tracking
  • Product Lines (Multi-Brand
  • Customer Portal Customizable by Product
  • Link Products & Versions to Tickets and Customers
  • Developer Tools including – Jira and Beanstalk

Image result for teamsupport plans

Free Trial

You can try TeamSupport’s Help Desk software for a test drive with no obligations and no credit card information required. Note that you can also request a free demo.

Simply click on the following link to get your free trial started:



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Kustomer SMB CRM: The New Kid on the Block

Kustomer, Inc. is a new, CRM startup that is based in New York. This year-old company has received $10 million in Series A funding that will allow Kustomer to further market and develop its CRM technology that is aimed at small and medium sized businesses.

The founders, Brad Birnbaum (CEO) and Jeremy Suriel (CTO), also found Assistly in 2009, as a provider of online customer service technology. Don’t recognize the name? Well, they sold it to Salesforce Inc in 2011, and it was re-named This helped the pair to better understand the realm of CRM technology and makes their new Kustomer CRM very promising.


Kustomer CRM

Their SaaS-based customer relationship management software is intended to help SMB sales representatives use different sources of information about their customers in order to interact with them better and form lasting relationships. This software-as-a-service will allow users to access a vendor’s technology through a web browser as opposed to having to deploy it on their own infrastructure.

rick_timeline_1-32d732 rick_timeline_3-e7b725

Since customer relationship management is one of the most important and fundamental aspects of a successful business, Kustomer, Inc.’s new CRM is something that any small to medium business owners should take into consideration as they shop around for a first-time or replacement CRM software.

With this CRM, a business can have a simple but powerful interface that will provide a full summary and understanding of their customers as real people rather than numbers and stats alone. Ditching outdated point solutions, Kustomer plans on this software model to better manage and get to know your customers in order to provide better services as well as retain their patronage.


  • Combine All Customers’ Conversations via Timeline
  • Track Events and Activities
  • Conversation History
  • Text Messages / Email / Live Chat


  • Custom Objects
  • Searches
  • Cross-Channel


    Cross-Channel Timeline

  • Personalized Messages and Communications (no ticket number and no “do not reply” mention)
  • Sentiment (Negative or Positive)


  • Snooze (Intelligent Reminders for Follow-Ups)
  • Collaboration (Notes, Following, @ Mentions)
  • Chat
  • Workflows


  • Reporting and Analytics


  • Integrations with Third-Party Apps

API-first platform integrates third-party customer interaction apps such as: Slack, Shopify,, Clearbit, Mparticle, Magneto, Twilio, and more.

Watch Kustomer CRM’s Innovative Features in the following Video: 


Kustomer, Inc. says it will provide their new CRM technology software free of charge through March of 2017. This is a great time to try out this CRM as in January, they will announce their pricing that they will begin to charge in April of 2017.

Try Kustomer CRM Free:

Now is the time to try Kustomer CRM if you have a small to medium business. You will be able to try out this software for a few months — for free — and see if it is a good fit for your business in the long run.

Take advantage of this chance, because the brains behind this software brought you a very popular platform and have since learned from it. This makes Kustomer a potential sleeping giant, and you could get ahead of the curve.


Funding and Financial Support

Financial support has already poured in by investment firms Canaan Partners, Social Leverage, BoxGroup, Boldstart Ventures, and Plug and Play Ventures, who have provided the $10 million in funding. In addition to seed funding of $2.5 million from several firms, Kustomer, Inc. has had $12.5 million to craft and create a brand new CRM software for the modern SMB.


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Microsoft’s New Outlook Customer Manager “Lightweight” CRM

When it comes to CRM’s, the importance of integration with third party applications such as Microsoft Office, Gmail, MailChimp, and other software is important for the smooth operation of every business. Marketing your products, enticing potential customers, maintaining a social media presence with customers, communicating with your team/staff, and ensuring responsive communication with buyers is imperative.

We know of many popular CRM’s out there such as Salesforce, Microsoft Dynamics, Nutshell, Marketing 360 CRM, Zoho, and so forth, but you may be surprised to hear that Microsoft Outlook is getting its own “lightweight” Customer Relationship Management software called Outlook Customer Manager.

Intended Users

Microsoft’s Outlook Customer Manager is aimed towards small businesses and is also perfect for startups looking to get organized ahead of the game.

Outlook Customer Manager

This new tool by Microsoft is intended to serve businesses that need a lighter CRM. The new Outlook Customer Manager CRM is for business owners using Outlook and Office 365. This CRM will allow business owners to track customer information, history, and interactions, but does not contain all of the robust tech in the Microsoft Dynamics 365 CRM platform.



Dynamics 365 by Microsoft

Dynamics Cloud CRM Software by Microsoft

While it is a lightweight CRM, the features included are at the heart of customer relationship management and will do a great job of offering business owners only what they need at a price that one would imagine will be very fair for the software. It is also very mobile and focused on integration, which is something that Microsoft has been curbing the market in.


Once Outlook Customer Manager is enabled, this CRM will automatically organize:

  • Customer Information
  • Emails
  • Meetings
  • Calls
  • Notes
  • Files
  • Tasks
  • Deals
  • Deadlines

This information is collected from the integrated calendar, email, and log data and is presented in a useful and easy to read timeline format next to the inbox. This makes it very intuitive to use, as we are all used to “timeline” formatting that is common among today’s software and social media platforms.

This tool also allows its users to browse through a spreadsheet-type collection of all deals, with the Focused feature (explained below), showing the most important projects at the top.




The “Focused” feature is somewhat similar to Outlook’s current Focused Inbox, which prioritizes the emails that need to be read first — however, as a part of CRM software, the Focused feature int hsi software will associate certain tasks with a contact, a company, or a deal. This helps the businessperson interact with customers in a timely fashion via prioritization and organization.

It can also present a list of deals by amount, priority, stage, and close date. This technology is able to prioritize for you, which deals and customers are most important to deal with in a timely fashion.


In addition to keeping up with customers through Outlook’s familiar interface, another advantage lies in this CRM’s ability to help teams within the business to handle customer calls and inquires, even if the original point of contact is off work or out sick. All of the notes taken from calls, deal stage details, and meeting dates are accessible to anyone at the business/company so everyone is on the same page and can work within this central workspace.

Not only will Focused be available on the desktop platform, but on mobile as well, beginning with iOS. Other mobile platforms such as Android will soon follow but will not be available immediately. The Focused feature will be easily available from the Home tab in the Outlook inbox and the data that is tracked will remain in Office 365.



One of the best parts of this light CRM is its scalability. Should your company grow larger and you need to hire more employees and require a more robust CRM, you can upgrade to Microsoft Dynamics 365.


This Outlook Customer Manager CRM is available on desktop, laptop, and via mobile. Microsoft is excellent when it comes to mobility and integration so you can expect the full range of mobile features with this CRM.

There is a dedicated iOS app available now for eligible users that will hit the App Store later. However, do not fear if you do not use Apple products. This tool will soon be available on other mobile platforms as well, including the Android giant.



The Outlook Customer Manager is being added today (11.16.2016) for free for those with the Office 365 Business Premium Plan. Those who are in the First Release program will get first dibs ahead of the worldwide rollout of this CRM in the coming months.

Microsoft is also looking to give this CRM feature for free to Office 365 Enterprise E3 and E5 customers, as well.

It is unknown at this time how much this CRM will cost those who do not have the Business Premium Plan or those who newly purchase Microsoft Office 365 and the Outlook Customer Manager CRM to use for their business.


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4 Best Cloud CRM Softwares of October 2016

When it comes to CRM software, the latest and recently updated models are most promising in their ability to get out of the primitive CRM software trend and into the new, intelligent, analytical CRM platforms that are being created.

As opposed to having little or a ton of functions, CRMs now have more variety and plans to choose from that is cost-effective and has only the features that you need for your business. Having too many features ends up bloating your software or running up your monthly/annual budget when you don’t even need some of those features.

Tailored CRMs or softwares with various plans to choose from are the best to demo to see if they could be right for your business.

The following CRM softwares are ranked based on their performance and popularity for the month of October. This is not a master list of the best overall CRMs of all time but a list that shines a beacon on CRMs that are functioning extraordinarily under the radar of the mainstream market.


1. OroCRM

OroCRM is a flexible, open-source and highly respected CRM software that is now available in the Cloud. It also is the leading Customer Relationship Management (CRM) software solution for customer retention and satisfaction for October of 2016.

OroCRM includes a range of features and tools that make streamlining every single aspect of the sales process easy and organized. From contacts management, leads and opportunities, 360 degree views of customers via data collection, sales performance, marketing, and more, this CRM can even function in a multi-channel locale.

OroCRM takes a unique aspect on their user interface as well, using “gamification” techniques in order to make the software more engaging, intuitive, and seamless.



2. Bullhorn

Bullhorn CRM was designed in New England and is a Cloud-based CRM software. Cloud-based software has become more and more popular as businesses become more global, mobile, and employees need more flexibility. This software was intended to aid in strengthening and building relationships with customers. Bullhorn even includes the analytical tools that will help determine if your current business model is the most profitable to you.

Bullhorn prides itself on being a CRM with “people skills,” boasting features that focus on building relationships with customers in a more mobile, intuitive way that is completely automated. This gives your team the time to make in-store sales and conversations and allows you to appeal to potential customers in your area.

Relationship insights, data, automatic data capture, pipeline management, and mobile access are key aspects of Bullhorn.



3. Nutshell

Made in Michigan, we recently reviewed Nutshell CRM (link below), because of its excellent usability, features, and tools. Intended for growing businesses, including SMB’s, this CRM software looks to engage with customers in a way that is friendly and retains their patronage.


Nutshell CRM for SMBs: Review


This automated sales process will remind you of actions you need to take and follow-ups that need to occur. The Nutshell interface is very intuitive and easy to learn, so spending all that time training is not longer needed. This is an award winning CRM because it acts as a central repository for customer knowledge. You can store contact details, email conversations, call notes, and everything else you need in a single space so that you and your team can access them with ease and establish long term ties with partners and relationships with customers.



4. SugarCRM

This CRM was rated by PCMag over, Oracle, ACT!, SAP, Microsoft, and even the average scores of CRM softwares. Customization is excellent and usability top notch.

SugarCRM receives such a high score from tech magazines, users, and reviewers because it tied the best CRM in reliability, scored the highest for overall user satisfaction, was highest in likelihood to be recommended, and is so intuitive to use, there weren’t even enough respondents in PCMag’s “needing tech support help” to measure it. That’s a pretty good sign of a great CRM.




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Nutshell CRM for SMBs: Review

Make the most out of your relationships with your customers and shop around for the right CRM (Customer Relationship Management) software that is the right fit for your new or existing business. For small and medium businesses (SMB) out there, you know better than anyone that there are a huge range of CRMs to choose from. One of these is called Nutshell.


Nutshell CRM is a highly rated service according to users. In fact, their popularity has earned them 100% user satisfaction on a multitude of CRM review websites. We were intrigued about what makes Nutshell such a satisfying CRM service, so we decided to gather feature and pricing information ourselves the review below.


What Makes Nutshell Different?

Nutshell allows you to eliminate most of the problems that businesses encounter when trying to attract and retain its customers. This is the bread and butter of any business — retention and satisfaction. Nutshell is designed to meet the needs of small, medium, and large businesses alike.

The features offered in this CRM are on par with the largest names in the CRM software industry, specifically regarding its analytics and reporting features, which actually surpass all competitors that are small business centered.


Benefits of Using Nutshell

There are no user limits, no storage restrictions, and no reporting caps with this software. The price for unlimited service is actually extremely affordable — from $20 a month up to $75 a month for a complete functionality package. You can also try the company’s 14 day free trial to see if this software is right for you.

Another benefit of using Nutshell is the seamless integration of the following business applications and systems, including:

  • Google Drive
  • Box
  • DropBox
  • Microsoft Exchange
  • RightSignature
  • Quote Roller
  • Zendesk
  • Zapier
  • Twitter
  • MailChimp

And many others, as well.



The easy to use dashboard is at the core of the appeal of Nutshell CRM. This user-friendly dash is where you will find all upcoming meetings, activities, tasks, and contact history. If you sync it with Google Calendar, it will aggregate all of the important dates and allow you to focus on managing leads.


You can also assign roles to your employees in the Setup section, which is great for large teams where not all users are supposed to manage things such as pricing data or access customer history.


Unlike a lot of small business CRMs, Nutshell’s plan with display contacts in a comprehensive way. You can click on a contact and see: their name, history of your relationship, latest emails, and conversations. You can also contact them on the spot with the software, edit their records, or arrange a face to face with them.

Importing contacts is also simple — you can import the full list of your Google Account (which automatically syncs) or via the Excel spreadsheet you have been using. You can also input contacts manually.

Dividing your contacts is also what sets Nutshell apart — you can divide the contacts into: People, Leads, or Companies and email an entire group at the same time.

Speaking of leads, you can define a price when generating leads and tracking sales, according to your own criteria. You can then adjust that price to the market where your service or product is to be placed. The Nutshell system lumps opportunities together and assigns people and sources to each lead so you can track everything at once. You can edit and customize this at any time to suit your liking.


As for reporting, Nutshell has a great system in place. The user (you) can pull out high level summaries, detailed performance reports and charts, sales forecasts, analytics, and team activity lists. Exported files and reports will be saved as CSV files.

Reports and Analytics

Reports and Analytics

Devices Supported

  • Windows
  • Android
  • iPhone / iPad
  • Mac
  • Web-Based


  • Cloud Hosted


Language Support

  • USA
  • UK
  • Canada
  • International

Pricing Model

  • Monthly Payment
  • Annual Subscription


Plans and Pricing

There are three plans to choose from that are suitable for most business types.


Price: $20 per user / per month (if billed annually)

$22 per user / per month if billed monthly.

This basic CRM can help to get your team on the same page and is useful for small businesses.

  • Pipeline Tracking
  • Contact Management
  • Sales and Forecast Reporting
  • Email and Calendar Sync
  • Small Business Software Integration
  • Business App Integrations & API
  • Phone, Live Chat, and Email Support
  • Custom Import Help



Price: $35 per user / per month (if billed annually)

$39 per user / per month if billed monthly.

This is a more performance-geared package and can shorten the sales cycle while winning more deals. With this plan you receive everything that is included in the Starter Plan, plus:

  • Team Activity Reporting
  • Funnel Reporting
  • Sales Process Automation
  • Click-to-Call Dialing



Price: $70 per user / per month (billed annually)

No monthly payment option is available for this plan.

You get everything that is included in the Pro Plan, plus:

  • Professional Onboarding
  • Quarterly Success Business Reviews
  • Dedicated Customer Success Manager


Free Trial

You can enjoy a 14 day free trial of Nutshell CRM (no credit card required), at the link below!

Free Trial:


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Things to Consider Before Investing in a CRM Software

Just about every common mistake and pitfall during CRM software selection can be avoided ahead of time. Before investing in a CRM software, take some of the bottom aspects into consideration first — it could potentially save you thousands of dollars and a lot of stress.


Keep an Eye on Contracts

No CRM software contract is the same. Make sure you know the correct vernacular before purchasing a CRM software. Take some of the examples below.

User Name or User Number?

CRM vendors vary when it comes to how many users come with each package, as well as what the term “user” means. For example, some CRMs require companies to name the users rather than number them. This can become a huge problem to you, because if an employee quits, is laid off, or retires, you may not be able to let another employee use that user “seat” at all. This can add on to your cost of ownership because you may have to pay for another user to be added on. So, depending on your industry, it may be worth it to get a CRM that uses user numbers rather than names.

However, choosing a CRM and indicating a number of employees/users rather than named employees can also be something to keep an eye on. Your CRM contract may restrict or stop your ability to scale down the number of users until a certain renewal or policy adjustment date. This means that you could end up paying for users that you aren’t even using. Be sure to either negotiate these restrictions before buying or be aware of them ahead of time.

Upgrade Requirements

Some CRMs require that you pay for upgrades that can cost you additional money than you agreed upon. This is true even if the upgrades don’t add any value (or very little) to your company or business. On-premise CRM softwares are a particular place to look for this type of pitfall.

Hardware costs may also be needed if an upgrade needs new gear. If it is possible, try to opt out of upgrades when/where you need to.


CRMs with A Lot of Features May Not Be Worth It

It may be difficult to stick to your list of CRM features needed when faced with a great CRM software that seems to have it all. More is not always better. CRM vendors work hard in order to differentiate themselves from the number of CRM options out there. They do this by adding features that you didn’t even know existed, much less needed. Buying what you love rather than what your business needs can be costly. You may end up paying your annual or monthly CRM payment and looking forlornly at all of the cool features that are sitting there unused.

So, stick to your list of features that will actually benefit your company or business. An exception to this rule is if you come across a CRM with a feature that is new to you but has a measurable business value. If you find yourself facing this, calculate the extra cost of having this feature and calculate the return you will get in investing in it. If it’s worth it, give it a try. Otherwise, be careful with how many great features a CRM has if you don’t have any use for many of them.


Cost to Own

Just like anything in business, the cost of ownership can be significantly different between products. For example, if you choose an on-premise CRM, this can have additional costs down the road such as installation costs, hardware, maintenance, certification, upgrades, training, man-hour expenses, and even the amount of space it takes up.

CRM solutions that are cloud-based (SaaS) and hosted can help with some of these expenses, but consider the features of the new CRM software you have your eye on, and see how easy and effective transferring your data and documents will be to the new CRM. Some CRM softwares have excellent features that use integration technology to transfer information, data, and documents from one CRM to a new one, and some don’t.

Make sure you know how much it will cost to own your CRM and what your approach will be upon purchase.


Automatic Re-Ups

It’s human nature to stick with a familiar brand and continue using the same product, even if you’re not really happy with it. Check out the chart below — the problems most employers and employees have with using CRM’s is the effort it takes to learn how to use it.


Even if a business is not satisfied with their current software, it can be difficult to get them to make a leap into a new software out of dread of learning it alone.

Don’t fall victim to this. Same brand software does not mean that it will be an upgrade or easier to use than what you already have. Also, it doesn’t even guarantee that it will automatically transfer or integrate your current information from your old CRM to your new CRM, despite it being the same brand.

Know the details before you buy.


Regulatory Compliance

Many industries are heavily regulated by legal requirements such as the Health Insurance Portability and Accountability Act (HIPPA), the Sarbanes-Oxley Act (Sarbox), to the Gramm Leach Biley Act.


You need to ensure that before investing in a CRM software, that it will meet or exceed regulatory requirements that exist in your industry. There are numerous CRM solutions that are designed to do just that, so sort your CRM software options by their compliance rankings above any other consideration before moving on to making a choice.

Compliance issues are not limited to hosted CRM platforms. Compliance problems can exist in the form of poor audit trails, inadequate user security, inauditable processing outputs and more. Some of these exist in on-premise CRM solutions too.



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About SharpSpring Automation Software

SharpSpring is an affordable and strong marketing automation software that is popular with agencies and businesses worldwide. With its ability to convert leads to sales and integrate with popular softwares and social media such as Salesforce, Zoho CRM, Gmail, Facebook, Twitter, LinkedIn, Cisco Webex, and more, SharpSpring has it all.


This software really is cost-saving and saves time through:

  • Full Marketing Automation
  • An easy to use Interface
  • Campaign Tracking
  • Anonymous Visitor ID
  • Dynamic Landing Pages
  • Blog Builder
  • Call Tracking
  • eCommerce
  • Dynamic Form Builder
  • Behavior Based Email
  • Reporting & Analytics
  • CRM & Sales Automation


The built-in third-party CRM software by SharpSpring is excellent in this automation software and is reviewed below.

SharpSpring CRM

The features of the built-in, highly integrated CRM include:

Smart Emails

With the smart emails feature, you can have one-on-one communication  by scheduling an email for a later date or attaching it to workflows and automation tasks in order to personalize communication options like you have never been able to before.

Smart Emailing

Smart Emailing

Third-Party CRM Integration (Optional)

SharpSpring understands that changing CRMs can be difficult, but with this technology, you can use a full, two-way syncing with your current CRM software to upgrade or you can begin with SharpSpring’s built-in and powerful CRM.

You can sync: leads, opportunities, activities, custom fields, lead scores, and more. You can even connect Salesforce with the CRM in just a few seconds. Use Zapier and the API in order to connect to major CRMs such as Zoho, Nimble, Pipedrive, etc…


Bird’s Eye Pipeline View Through Custom Deal Stages

Using this CRM, you can move opportunities across the stages of a deal using an easy drag and drop interface. This easy tracks your sales cycle from start to finish. Best yet, you can view the entire funnel in an easily manageable “bird’s eye” view.

You can create custom deal stages in order to track the progress of an opportunity from point A to Z in the sales cycle. Track the order, number, name, description of the stages, and anything that fits the needs of your business.


Social Notes

Internal communication is extremely important in business. With the social notes feature, you can collaborate and make notes in a conversation “timeline” that will help to make internal communication simple and effective.


Social Features

Social networking is incredibly important to start a business, retain customers, and get your product out there. It is also a great scouting and trend tool. You can create conversations on multiple social media platforms, automate social triggers and filters, and personalize your social presence.



In addition to social notes, you can quickly create reminders from any page in the CRM app so you never miss anything important. Attach reminders to opportunities and contacts for a boost in efficiency.


Lead Scoring

With this CRM feature, you can identify promising prospects based on page tracking, hits, engagement, and completeness of information. Just set Decay in order to decrease scores during periods of inactivity.


Actionable Reports

CRM Reports will provide you with the information you need to see and measure your business’s’ current sales success as well as forecasting future performance. Conversion, Activity, Pipeline, and Projection are a couple of the interactive reports in the CRM.



The pricing for SharpSpring CRM is rather upfront. You simply select a plan and pay month-to-month rather than by year. There are no annual fees and you can drop this CRM any time. The following are the plans and and pricing for this CRM:

1,500 Contacts

Price: $400 / per month

Users: Unlimited

Support: Unlimited


10,000 Contacts

Price: $600 / per month

Users: Unlimited

Support: Unlimited


20,000 Contacts

Price: $800 / per month

Users: Unlimited



Million + Contacts

Price: Special Enterprise Pricing

Contact SharpSpring for pricing based on contact numbers.

Over 1,000 agencies and companies have chosen this plan.


You can view the pricing and schedule a demo at the following link:




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