4 Reasons to choose Copper vs. Nutshell CRM

Copper’s mission is to take care of the manual, repetitive busywork that prevents teams from focusing on the important work of building enduring business relationships.

It all starts with your contacts. Copper identifies recent contacts you’ve been communicating with and suggests adding them to your CRM so you don’t lose track of anyone. Copper then prompts you to create a Company — where all your key stakeholders at one organization come together; and Opportunities, where your current deals are housed.

The best part? Copper automatically pulls in details like past email exchanges, phone numbers, email addresses and social media accounts to those newly created records — so you can say goodbye to entering all those details by hand.

Copper even goes beyond email and contact data and pulls in relevant files you’ve sent to your contacts in the past, and surfaces them across your related records. You’ll be able to see exactly what was sent, to whom — plus you won't need to worry about your team remembering to upload files to a shared server (phew!).

While Nutshell does provide some light contact enrichment, it doesn’t suggest contacts you should add based on your past interactions — meaning some of your customers might get missed and never be added to your CRM. In addition, all files must be attached manually to Nutshell records. Your team will need to remember to upload important files like proposals, presentations or agreements, otherwise important documents could easily disappear into the void.

Copper is designed specifically for Google Workspace (formerly G Suite) and is the only CRM that’s a Recommended for Google Workspace app. No need to spend hours in training sessions learning a new tool — it feels and looks exactly like the Google applications you already know and love.

What this Google Workspace integration means for you: all your CRM data is now integrated with your Google Contacts, Calendar, Gmail, Google Sheets and more. Without you lifting a finger, Copper pulls emails and calendar events into your CRM contact records and creates detailed profiles for all your business relationships.

Not to mention, the Copper Chrome extension places Copper CRM right inside the apps where you already work: Gmail and Google Calendar. This means you won’t have to switch tabs to add leads, track email conversations, or manage tasks. You can also look up event details, participants and materials inside Google Calendar without breaking your workflow.

How does Nutshell compare? While it is able to pull in your emails, contacts and calendar events, and Nutshell also offers a Chrome extension to allow you to work in Gmail, it’s updated infrequently — and Nutshell’s Chrome extension functionality is limited to contextual information in the Gmail sidebar only. If you want to access additional productivity tools like email templates, merge fields or reminders, you’ll need to work inside Nutshell’s web application (meaning you have to switch tabs and disrupt your workflow).

After a lead converts, your deal closes, and the work begins, what happens next? Plenty of organizations separate their CRM software from their project management system, but that can slow you down and unleash the pain of duplicate data entry each time you hand your customer off to a new team. Not good for data integrity.

Copper blends the best of project management and CRM software into one integrated platform. Our flexible, Kanban-style project boards tie back directly to your deal pipeline, keeping all your teams on the same page.

With Nutshell CRM, the expectation is that your relationship management is complete when the sale closes — so there are no project management features to support post-sale activities. If you use Nutshell, you’ll have to use a separate platform for managing projects, and either manually hand off the project or set up a series of third-party integrations to ensure all important details are shared.

Sales leaders intuitively know what insights they need — but it’s often a pain to put them together exactly how they envision.

With Copper’s reporting suite, you have the option to use our user-friendly, pre-built templates that report on sales activity, forecasting, pipelines and team performance.

For those who need more customization, Copper also offers the ability to build your own custom reports with our Insight Builder. Use your important fields to drag and drop metrics into the report and choose any chart format to display your results. The possibilities are endless! Reports that used to require exports and pivot tables can now be created in minutes — and updated regularly.

In terms of reporting, Copper CRM vs. Nutshell is like comparing apples to oranges. With Nutshell, you get basic sales and leads reports, but users are still limited by Nutshell’s report structure, preventing them from having truly customized reporting. You may need to continue to export your data to a spreadsheet or other reporting tool to dive deeper into your data.

Ready to start growing your team with a CRM that will be here for you as you scale your business? We’d love for you to test out Copper.

Try Copper free for 14 days, no credit card needed.