Nutshell

Nutshell, a sales and marketing hub, streamlines lead capture, visual pipelines, email integration, contact management, collaboration, and reporting. Ideal for SMBs, SDRs, AEs, sales leaders, and freelancers seeking an affordable and scalable CRM solution for predictable revenue growth

How to reduce the cost of Nutshell CRM subscription

 i – Tricks are what we like to call direct ways to reduce your subscription costs.

• We haven’t found any current tricks to reduce your subscription

Additional reduction ways to try to reduce subscription costs:

Optimize User Licenses 

Audit user licenses and remove inactive users. Consider permission sets to grant specific functionalities instead of assigning full licenses for basic needs.

Data Storage Management

Archive old data. Utilize data validation rules to prevent unnecessary data entry that consumes storage

Process Automation: Utilize workflow and approval processes to automate manual tasks, reducing the need for additional licenses.

How to implement a Workaround to reduce subscription for Nutshell

 i – A workaround is using another tool to reduce your subscription.

{Insert workaround}

Additional workarounds to try to reduce subscription costs:

Move away from CRM tools like Nutshell like to Notion, Google Sheets as a one size fits all approach

Moving away from relying on a Customer Relationship Management (CRM) system, while still effectively managing customer relationships and sales processes, is totally feasible. Here are some suggestioned to help manage these aspects without a CRM.

1. Spreadsheets: We recommend using spreadsheets to keep track of customer interactions, sales funnels, and other CRM-related data. Whether it’s Microsoft Excel or Google Sheets, these tools can be tailored to track important dates, notes, follow-up reminders, and various sales stages. However, keep in mind that as your data expands, managing spreadsheets can become somewhat cumbersome.
2. Email Management Tools: Instead of a full CRM, we could utilize email management tools that offer features like tagging, sorting, and follow-up reminders. Options like Microsoft Outlook, Gmail with add-ons, or specialized apps like Streak or Front could effectively substitute for some CRM functionalities.
3. Project Management Software: Platforms such as Trello, Asana, or Monday.com can be adapted for customer relationship management. We can create boards for different clients, projects, or sales phases, and track all related interactions and tasks.
4. Document Management Systems: It’s crucial to organize all documents related to clients, such as proposals, contracts, and communication records. Using systems like Dropbox, Google Drive, or Microsoft OneDrive will help keep everything organized and accessible.

Negotiate with Support. Customer support details of Nutshell

 i – Speak with Nutshell support team and ask for a discount.

Reach out to Nutshell via support if you are an existing customer and discuss usage patterns and renewals. Here are the details of Nutshell support: [email protected]

How to switch to subscription type for Nutshell 

 i – Switching to a longer-term contract or changing subscription type is a good way to save.

You save 15% if you switch to the annual plan or $26 per user per month if you downgrade to the lowest tier plan.

Also speak with your team and reduce inactive users.

Switch to Alternative for Nutshell

 i – Here is a list of similar products that are similar you can switch to for savings.

Here are five solid alternatives to Nutshell CRM that we can consider, depending on your needs:

• Salesforce: It’s a powerhouse CRM, packed with tons of features and highly customizable. This one is great if we need something that adapts to complex workflows and offers scalability as we grow.
• HubSpot CRM: Super user-friendly and free to start with, HubSpot is perfect for simplifying our processes without skimping on the powerful analytics and automation tools we might need.
• Zoho CRM: This one offers a lot of bang for our buck with a wide range of modules and a pretty robust system that doesn’t break the bank.
• Pipedrive: It keeps things straightforward but effective, focusing on sales pipeline management. It’s all about visualizing our sales processes and getting detailed reports that help us make smarter decisions.
• Freshsales: This CRM has a neat set of AI tools for lead scoring and an easy setup for communication tools like phone and email right from the dashboard. It’s a good pick if we want simplicity plus a bit of tech flair.

Or explore one the open source solutions for CRM software here https://subscribed.fyi/open-source/