Nutshell vs Teamgate

Nutshell

• Small sales teams that want a low per-user entry price
• Teams that want lead capture forms and basic email marketing inside the CRM
• Companies that value live support and onboarding help on every plan

Teamgate

• Small and mid-size sales teams that want built-in sales analytics
• Two-person teams starting on the free Starter plan
• Teams that call leads from inside the CRM

Nutshell

• There is no free plan; the free trial lasts 14 days.
• Foundation is limited to 100 active leads, 1 pipeline and 10 custom fields.
• Sales automation, multiple pipelines and the meeting scheduler start at Pro, $42 per user / month billed annually.
• Two-way SMS and social inboxes ($16 per user / month) and proposals and invoices ($79 a month) are paid add-ons.

Teamgate

• The free Starter plan is limited to 2 users, 500 contacts and 1 pipeline, and is open to new customers only.
• Starter lacks the lead management module, email integration, workflow automations and sales dashboards.
• Lead scoring, multi-currency, team tracking and the open API are only on Growth at $59.90 per user / month.
• The vendor recommends Chrome or Firefox and suggests avoiding Safari and Microsoft Edge.

Nutshell

Leads and pipelines

A drag-and-drop board shows where each lead stands. Foundation and Growth have one pipeline, Pro has 5, Business 10 and Enterprise unlimited.

Email and calendar sync

Two-way sync with Gmail and Outlook keeps emails and calendar events attached to contacts, with email templates and one-click bulk emailing.

Sales automation

Growth adds lead assignment rules and custom stage goals, and Pro adds sales automation for routine pipeline tasks.

Reporting and quotas

Growth adds activity reports and sales quotas, and Pro unlocks advanced reporting. Enterprise includes read-only SQL access to the data.

AI outcomes and assists

AI outcomes cover call and meeting summaries, lead research and email campaign drafts, metered at 10 to 150 per user a month by plan. Lighter AI assists are unlimited.

Forms, chat and email marketing

Every plan includes a form builder, landing pages, web chat with an AI chatbot and 150 free marketing emails a month. Larger email volumes and SMS are paid add-ons.

Teamgate

Lead and deal pipelines

Leads are captured and qualified, then deals move by drag and drop across sales stages, with warnings for lapsed deadlines. Team has 3 pipelines and Growth unlimited.

Sales insights and reports

Dashboards cover pipeline health, forecasting, sales activity, leaderboards and goals. Team includes basic insights, and Growth adds advanced insights and analytics.

Email integration

Emails are sent and received inside the CRM through Gmail, Outlook or Microsoft 365 sync, with email templates and bulk email from the Team plan.

SmartDialer and SMS

Calls are placed from inside the CRM through Twilio in-app dialling, with an SMS integration alongside it, on the Team and Growth plans.

Workflow automations

Automations for routine sales steps are included from the Team plan, together with mass import of leads and contacts and a products catalogue.

Mobile apps

Android and iOS apps carry the core functions of the desktop version, including calling clients from the app and a map showing which deals are nearby.

Nutshell

• Foundation$13

  per user / month, billed annually ($19 billed monthly)

  Unlimited contacts and storage, email and calendar sync, AI chatbot, form builder and landing pages. 1 pipeline and 100 active leads.

• Growth$25

  per user / month, billed annually ($32 billed monthly)

  Adds activity reports, sales quotas, lead assignment rules, custom stage goals and hot leads, with unlimited active leads.

• Pro$42

  per user / month, billed annually ($49 billed monthly)

  Adds 5 custom pipelines, advanced reporting, sales automation, AI lead recaps and next steps, and a meeting scheduler.

• Business$59

  per user / month, billed annually ($67 billed monthly)

  Adds 10 custom pipelines, the advanced meeting scheduler, audit log and changelog, and additional teams and territories.

• Enterprise$79

  per user / month, billed annually ($89 billed monthly)

  Adds unlimited pipelines and custom fields, enterprise SSO, read-only SQL data access and phone support.

Teamgate

• Starter$0

  Free for up to 2 users, new customers only: 1 customizable pipeline, 500 contacts, deals, companies, people, tasks and email support.

• Team$39.90

  per user / month, billed annually ($49.90 billed monthly)

  Unlimited users and contacts, 3 pipelines, lead management, email sync and templates, workflow automations, dashboards, forecasting and Zapier.

• Growth$59.90

  per user / month, billed annually ($74.90 billed monthly)

  Unlimited pipelines, advanced insights, lead scoring, teams, multi-currency, open API, premier onboarding and 24/7 phone and video support.

Nutshell

• Annual discount

  Lower per-user price with annual billing

  The pricing toggle advertises 15% off for annual billing. Listed savings run from $6 to $10 per user a month: Foundation is $13 instead of $19, Enterprise $79 instead of $89.

Teamgate

• Annual discount

  Save 20% with annual billing

  Team is $39.90 per user a month billed annually against $49.90 billed monthly, and Growth is $59.90 against $74.90. The same figures apply when paying in euros.

• Other savings

  Demo offer: 50% off the first month

  A banner across the site offers customers who book a demo 50% off their first month or 20% off their first year. No end date is shown.