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About

Demodesk is the #1 customer meeting platform for sales and success teams. We empower customer-facing reps to become top performers – by guiding them in real-time, automating non-selling tasks and engaging customers on a whole new level. Demodesk automatically loads the perfect playbook into every customer meeting – guiding reps with the right slides or web apps to present, talk tracks and battle cards on the spot. Sales teams can automate non-selling tasks from scheduling, meeting preparation, CRM documentation to follow-up. Our breakthrough screen sharing technology makes meetings truly interactive and lets customers interact with the software during the meeting. AI-based insights help sales leaders understand what's happening in the call, understand what works and coach teams in a world where everyone works from anywhere. Demodesk seamlessly connects with your entire tech stack including G Suite, Microsoft Office, Salesforce, Hubspot, Pipedrive, Gong and many more.

About

Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Sales leaders, inside sales, sales operations, customer success, business development

Audience

Small and medium-sized businesses with inside sales teams, across multiple industries.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49/month/user
Billed annually
Discounts for teams available
Free Version Not Supported
Free Trial Supported

Pricing

$13.00/month/user
Nutshell Sales: From $13/user per month.

Nutshell Marketing: Pricing based on # of marketable contacts, starting at $5/month.

Nutshell Engagement: $16 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 4.3 / 5
features 5.0 / 5
design 4.7 / 5
support 5.0 / 5

Reviews/Ratings

Overall 4.6 / 5
ease 4.6 / 5
features 4.4 / 5
design 4.4 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • Demodesk is a pretty cool meeting tool. I'm having a much easier time ramping reps and helping them navigate tough calls with their software.
  • The virtual screen is super useful. It lets you give your customer control so they can interact with the product. Super easy to train someone.
  • So many great features. The Salesforce notes sync saves me tons of time, and the schedule automation replaces tools and helps us simplify our stack. Presentations are super easy to share. Highly recommend.

Cons

  • Takes a little bit of time to learn the product, but worth it.
  • Can't think of anything. Overall it's a really great product.
  • Nothing noteworthy to share. They have all the major integrations, but will be hopefully rolling out more soon for more niche teams.

Pros & Cons from Real Users

Pros

  • Easy to Use and Effective Makes Customer Tracking Easy Clean, User-Friendly CRM Simple, Intuitive, and Reliable
  • One of the standout features of Nutshell CRM is its user-friendly interface. The clean, intuitive design makes it incredibly easy for team members to navigate and get up to speed quickly, even if they're not particularly tech-savvy. This simplicity doesn't sacrifice functionality, as the CRM also offers comprehensive reporting and analytics. With customizable reports and a dynamic dashboard, Nutshell provides valuable insights into sales performance, lead generation, and customer interactions. This combination of ease-of-use and powerful reporting tools makes it an ideal solution for teams looking to streamline their workflows while gaining actionable business insights.
  • Nutshell is easy to adopt and intuitive for sales teams, which leads to higher usage and better data quality. Pipelines and fields are flexible enough to reflect real sales processes without overcomplication. Visibility into deals, activities, and follow-ups is clear, making it easier for managers to coach and forecast effectively.
  • Nutshell is a user-friendly CRM that works well for managing contacts and sales activity. It’s intuitive and keeps our pipeline organized. Some advanced features may require setup and customization, but overall it’s a dependable tool.
  • Ease of use Ability to group contacts together based on location Tracking leads and contacts Frequent updates

Cons

  • Some features take a little time to fully learn but not difficult at all
  • While Nutshell offers a lot of great features, there are a few areas that could be improved. Some users may find the lack of advanced customization options in certain areas, like the user interface or reporting templates, a bit limiting. Additionally, while it integrates with many tools, it doesn't support as wide a range of integrations as some other CRMs, which could be a drawback for teams using more niche software.
  • Advanced reporting and automation are more limited compared to larger enterprise CRMs, and highly complex workflows may require workarounds. Teams looking for deep native marketing automation or heavy customization at the enterprise level may find Nutshell intentionally streamlined rather than exhaustive.
  • There are too many features and settings and it can get very confusing.
  • Sometimes buggy. Pages can freeze up but resolves itself with page refresh.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Demodesk
Founded: 2017
Germany
demodesk.com

Company Information

Nutshell
Founded: 2009
United States
www.nutshell.com

Alternatives

Alternatives

monday CRM

monday CRM

monday.com
HubSpot CRM

HubSpot CRM

HubSpot
Maximizer CRM

Maximizer CRM

Maximizer Software

Categories

Demo Automation Supported
Inside Sales Supported
Meeting Supported
Presales Supported
Sales Acceleration Supported
Sales Coaching Supported
Sales Enablement Supported
Sales Engagement Supported
Sales Intelligence Supported
Screen Sharing Supported
Video Conferencing Supported
Web Conferencing Supported

Categories

AI CRM Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Email Marketing Supported
Fatigue Management Supported
Inside Sales Supported
Insurance CRM Supported
Lead Management Supported
Sales Analytics Supported
Sales Enablement Supported
Sales Engagement Supported
Sales Tracking Supported

Inside Sales Features

Auto-Dialing Supported
Call List Management Not Supported
Call Recording Supported
Campaign Management Not Supported
Dashboard Not Supported
Data Management Not Supported
Lead Capture Not Supported
Lead Distribution Not Supported
Lead Scoring Not Supported
Performance Management Not Supported

Sales Enablement Features

Collaboration Supported
Contact Management Not Supported
Content Management Supported
Document Management Not Supported
Goals / Quota Management Not Supported
Lead Management Not Supported
Meeting Management Supported
Performance Management Not Supported
Presentation Management Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Not Supported

Sales Engagement Features

Call Scripts / Call Steps Not Supported
CRM Integration Supported
Email Sequences Not Supported
Email Tracking / Automation Not Supported
Lead Management Not Supported
Reporting / Analytics Supported
Sales / Voice Dialer Not Supported
Sales Automation Supported
Search Not Supported
Task Management Not Supported
Templates Not Supported
Workflow Management Not Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Not Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Not Supported
Contract Management Not Supported
Customer Database Not Supported
Email Marketing Not Supported
Field Sales Management Not Supported
Lead Management Not Supported
Opportunity Management Not Supported
Performance Metrics Not Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Not Supported
Territory Management Not Supported

Meeting Features

Action Item Tracking Not Supported
Agenda Management Supported
Attendee Management Supported
Board Meetings Supported
Committee Meetings Not Supported
Internal Meetings Supported
Invitation Management Supported
Legislative Meetings Not Supported
Materials Management Not Supported
Meeting Feedback Not Supported
Meeting Preparation Tools Supported
Meeting Room Booking Supported
Minutes Management Supported
Post-Meeting Tools Supported
Scheduling Supported
Travel Management Not Supported
Voting Management Not Supported

Sales Acceleration Features

Campaign Management Not Supported
CPQ Not Supported
Dialer Supported
Email Sequencing Not Supported
Email Templates Not Supported
Email Tracking Not Supported
List Building Not Supported
Meeting Scheduler Supported
Predictive Analytics Not Supported
Reporting Supported
Sales Gamification Not Supported
Sales Intelligence Supported
Sales Workflow Management Not Supported

Sales Coaching Features

Assessments Not Supported
Audio / Video Conferencing Supported
Built-In Course Authoring Not Supported
Call Recording Supported
Gamification Not Supported
Goal Setting / Tracking Not Supported
Learning Plans Not Supported
Onboarding Not Supported
Performance Metrics Not Supported

Sales Intelligence Features

CRM Integration Supported
Data Cleaning Not Supported
Data Enrichment Not Supported
Data Import/Export Not Supported
Data Mining Not Supported
Data Verification Not Supported
Email Integration Not Supported
Lead Scoring Not Supported
List Building Not Supported
Performance Management Not Supported
Pipeline Management Not Supported
Predictive Modeling/Analytics Not Supported
Prospecting Tools Not Supported
Reporting/Analytics Supported
Sales Forecasting Not Supported

Screen Sharing Features

Annotations / Drawing Tools Not Supported
Desktop / Browser Sharing Supported
Mobile Screen Sharing Supported
Presenter Control Management Not Supported
Remote Control Supported
Screen Capture Not Supported
Screen Mirroring Not Supported
Screen Recording Supported

Video Conferencing Features

Electronic Hand Raising Not Supported
Mobile Access Supported
On-Demand Webcasting Not Supported
Presentation Streaming Supported
Presentation Tools Supported
Private Chat Supported
Real-Time Chat Supported
Record & Playback Ability Supported
Screen Sharing Supported
Two-Way Audio & Video Supported
Video Conferencing Supported
Whiteboard Not Supported

Web Conferencing Features

Electronic Hand Raising Not Supported
Mobile Access Supported
On-Demand Webcasting Supported
Presentation Streaming Supported
Presentation Tools Supported
Private Chat Not Supported
Real-Time Chat Not Supported
Record & Playback Ability Supported
Screen Sharing Supported
Two-Way Audio & Video Supported
Video Conferencing Supported
Whiteboard Not Supported

Inside Sales Features

Auto-Dialing Not Supported
Call List Management Supported
Call Recording Supported
Campaign Management Not Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Not Supported
Document Management Not Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Not Supported
Performance Management Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Not Supported

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Not Supported
Task Management Supported
Templates Not Supported
Workflow Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Not Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Not Supported
Forecasting Supported
Project Management Not Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Not Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Not Supported
Auto-Responders Not Supported
CAN SPAM Compliance Supported
Customer Surveys Not Supported
Drip Campaigns Supported
Dynamic Content Not Supported
Event Triggered Email Supported
Image Library Not Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Not Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Not Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Not Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Not Supported
Segmentation Supported
Social Marketing Not Supported
Website Visitor Tracking Not Supported

Online Form Builders Features

Artificial Intelligence Not Supported
Assign Roles / Permissions Supported
Collaboration Tools Not Supported
Conversational Forms Not Supported
Data Tables Not Supported
Drag & Drop / No Code Supported
Export to PDF Not Supported
HIPAA Compliant Not Supported
Import Existing Forms Not Supported
Mobile Forms Supported
Offline Forms Not Supported
Pre-made Templates Supported
Quizzes / Questionnaires Not Supported
Reporting / Data Visualization Not Supported
Signup Forms Supported
Surveys Not Supported

Sales Analytics Features

Collaboration Tools Supported
Dashboards Supported
Forecasting Analytics Supported
Ideal Customer Profile (ICP) Not Supported
Lead Analytics Supported
Pipeline Management Supported
Predictive Forecasting Supported
Predictive Lead Scoring Supported
Sales Intelligence Reporting Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Not Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Not Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Integrations

Gmail Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Intercom Supported
Microsoft 365 Supported
Microsoft Outlook Supported
Zapier Supported
ActiveCampaign Not Supported
Aircall Supported
Chat Agents Not Supported
Constant Contact Not Supported
Facebook Not Supported
Formstack Documents Not Supported
Google Contacts Not Supported
Habsy Not Supported
KrispCall Not Supported
Pipedrive Supported
ScalePad Quoter Not Supported
Wufoo Not Supported
X (Twitter) Not Supported

Integrations

Gmail Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Intercom Supported
Microsoft 365 Supported
Microsoft Outlook Supported
Zapier Supported
ActiveCampaign Supported
Aircall Not Supported
Chat Agents Supported
Constant Contact Supported
Facebook Supported
Formstack Documents Supported
Google Contacts Supported
Habsy Supported
KrispCall Supported
Pipedrive Not Supported
ScalePad Quoter Supported
Wufoo Supported
X (Twitter) Supported
Claim Demodesk and update features and information
Claim Demodesk and update features and information
Claim Nutshell and update features and information
Claim Nutshell and update features and information