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Monday CRM vs Nutshell CRM: Which is Right for You in 2026?

| Last updated Aug 6, 2026

优胜者
周一
4.2
  • 看板视图、甘特图和日历视图
  • Built-in Time Tracking on Pro
  • 工作流自动化 建造者
  • 50多个应用程序集成
  • Custom Dashboards & Boards
  • 免费套餐(2 位用户)
  • 付费方案,每月每用户 9 美元起。
亚军
Nutshell CRM
2.8
  • 自由的 数据 包含迁移
  • 看板、列表、地图和图表视图
  • 网络表单潜在客户获取
  • 通过 5,000 多个应用程序 Zapier
  • 联系人数量不限,流量不设上限
  • 14天免费试用
  • 付费方案,每月每用户 13 美元起。

⚡ 快速结论:

  • 定价: 周一 客户关系管理 starts at $9 per user per month. Nutshell CRM starts at $13/user/month.
  • 最适合: Monday CRM suits teams that also need project management. Nutshell CRM suits pure B2B sales teams.
  • 主要区别: Monday adds a kanban board, Gantt chart view, and work management. Nutshell keeps a tighter sales pipeline focus.
  • 我们的选择: Monday CRM for most users, based on its 4.2 rating and wider feature set.
Monday CRM vs Nutshell CRM Comparison

Most teams shopping for CRM software already run one other tool.

That tool is usually a project management platform holding all the data.

Monday and Nutshell answer that problem in opposite ways.

Monday folds customer relationship management into a wider work management app.

Nutshell stays a sales tool and connects to everything else.

Here is how the two compare on price, features, and fit.

概述

This Monday CRM vs Nutshell CRM comparison covers pricing, key features, and ease of use.

It also names who each platform serves best.

我们的 作家 spent hands-on time with Nutshell CRM directly.

Notes on Monday come from published specs, documentation, and G2 reviews.

By the end, you will know which one fits your sales process.

什么是Monday CRM?

Monday CRM is a sales tool built on top of Monday’s work management platform.

It looks like a set of highly customized spreadsheets.

The app serves over 152,000 customers across more than 200 countries.

You start by creating boards from scratch or from customizable templates.

Then you define columns, custom fields, and the options each column accepts.

That same board powers deals, task management, and managing projects side by side.

Everything runs in a browser, with a mobile app for work away from a desk.

周一CRM评测:最佳CRM和项目管理应用?

Want to try it yourself? Start here.

🏆 优胜者:Monday CRM

⭐ 4.2/5 | 💰 每月每用户 9 美元起

One platform for deals, managing tasks, and project timelines. Built for teams that hate switching apps.

周一 CRM 定价

Monday sells its paid plans per user. Here is the current lineup.

计划价格最适合
基本的每用户每月 9 美元A single user or a 小型企业 测试平台
标准每用户每月 12 美元Teams that need guest access and more 自动化 特征
专业版每用户每月 19 美元Time tracking, advanced reporting, and custom dashboards

Pricing verified August 2026.

周一定价

免费试用: Yes. Monday offers a 14-day trial with no credit card required.

退款保证: Refunds follow the standard subscription terms. You can also pay monthly and cancel.

📌 笔记: Storage space climbs with each tier. Higher tiers add more file storage, an activity log, and guest access. Monday also runs a 学生 program giving free accounts with selected Pro features to college students and educators.

⚠️ Pricing conflict flagged: Our CSV lists three paid plans at $9, $12, and $19 per user per month. Outside research describes a limited free version for two team members, a Basic plan billed at $36 monthly for three seats, and an Enterprise plan on custom pricing. Monday’s pricing structure is billed in seat blocks, so figures shift with team size. We use the CSV numbers above and flag the difference rather than swapping them out.

Monday CRM 的主要优势

Here is what makes Monday worth a look:

  • 许多项目视图: Switch between kanban board, Gantt chart, timeline, and calendar views. The Gantt chart view maps project timelines and task dependencies.
  • 自动化构建器: A simple builder creates custom workflow automation in just a few clicks. No software development skills needed.
  • 广泛整合: Monday connects with over 50 apps. That list covers Slack, Google Calendar, Gmail, Outlook, and Microsoft Teams.
  • 自定义仪表盘: Dashboards surface project progress and deal health at a glance. You choose which widgets to show.
  • 实时协作功能: Team members comment on tasks and discuss work in a conversation panel. Everyone stays on the same page.
  • 学习支持: A knowledge base holds hundreds of video tutorials. Live chat support runs 24/7, plus a community forum for peer answers.
  • 强的 安全: Monday applies strict security measures to protect all the data you store.
星期一 最佳福利

The homepage shows how those pieces fit together.

星期一首页

我们的团队注意到了什么

Note: We have not logged extensive hands-on time with Monday CRM yet. The points above come from Monday’s published documentation, its pricing page, and G2 reviews. G2 reviews frequently praise the clean interface and the speed of creating boards. The same reviews flag a steep learning curve once you turn on heavy customization.

星期一 CRM 的优缺点

✅ 优点
  • Clean interface that new users can learn without training
  • Multiple project views including kanban board, Gantt chart, timeline, and calendar
  • Simple automation builder for custom workflow automation
  • Free plan available for two team members and three boards
  • Mobile app for managing tasks away from a desk
❌缺点
  • Complicated pricing structure that is hard to match to team size
  • Time tracking is locked to Monday’s Pro plan and above
  • Extensive customization options can overwhelm new users

Nutshell CRM是什么?

Nutshell CRM is a cloud-based sales platform for small to mid-sized B2B teams.

It bundles contact management, sales automation, and email marketing in one package.

The design avoids complex features on purpose.

Most teams reach full productivity within days, not weeks.

Landing pages, web forms, and drip campaigns ship without paid add-ons.

That makes it a strong fit for a lean sales team.

Nutshell CRM 教程 2026 | 如何使用 Nutshell CRM

Here is where to start a trial.

🥈 Runner Up: Nutshell CRM

⭐ 2.8/5 | 💰 每月每用户 13 美元起

Free data migration and free live support on every plan. Built for B2B teams that want fast setup.

Nutshell CRM定价

Nutshell plans are sold per user. Five tiers cover solo sellers through large teams.

计划价格最适合
基础每用户每月 13 美元A single user or a two-person sales team
生长每用户每月 25 美元Teams adding email templates and more automation
专业版每用户每月 42 美元多个流程和个人电子邮件序列
商业每用户每月 59 美元A full reporting suite plus an 审计 日志
企业每用户每月 79 美元Larger teams needing premium support and territories

Pricing verified August 2026.

Nutshell CRM定价

免费试用: 是的。Nutshell 为新用户提供 14 天免费试用期。

退款保证: No published refund window. Monthly billing lets you stop after any month.

📌 笔记: Every tier comes with unlimited CRM contacts and no data limits. Free data migration and free live support ship on all plans, which competitors often bill as premium support.

⚠️ 警告: The jump from Growth to Pro more than doubles your cost per user. Map which features you actually need before you upgrade.

Nutshell CRM 的主要优势

Here is where Nutshell earns its place:

  • Visual pipeline: Drag-and-drop boards move deals through the funnel. Board, List, Map, and Chart views cover different habits.
  • 销售自动化: The ability to automate lead routing and follow-up notifications cuts busywork. Smaller teams feel that time saving first.
  • 线索发现: ProspectorIQ and VisitorIQ find leads and identify companies browsing your website.
  • 内置营销: Bulk email, drip campaigns, and landing pages need no add-on purchase.
  • Wide integration options: Google Workspace, Microsoft 365, Slack, MailChimp, and Zendesk connect directly. Zapier adds over 5,000 third party integrations.
  • 轻松上手: Import contacts from any source using a CSV file. Calendar sync and click-to-call work from day one.
  • 报告和分析: Dashboards track sales KPIs and rep performance across the pipeline.
Nutshell CRM 的主要优势

The homepage shows the layout new users meet first.

Nutshell CRM 主页

我们的团队注意到了什么

Our writer signed up for Nutshell CRM and worked through setup, contact import, and a live pipeline. Here is what stood out:

Nutshell CRM个人经验

简述 CRM 的优缺点

✅ 优点
  • Minimal learning curve compared with heavier CRM software
  • 所有套餐均包含免费数据迁移和免费在线支持
  • 无限量的 CRM 联系人,无数据限制
  • iOS 移动应用 安卓 that reviewers rate well
❌缺点
  • 自动化功能不如 HubSpot 先进。 Salesforce
  • Email attachment handling draws repeat complaints from reviewers
  • No project management tools for work beyond the sales funnel

功能对比

Both platforms sell themselves as management tools for growing teams. The overlap stops fast once you look at what each one actually builds.

We compare eleven areas below, then close with cost.

特征星期一客户关系管理Nutshell CRM
起价每用户每月 9 美元每用户每月 13 美元
免费计划
项目管理工具
甘特图视图
多条管道
内置电子邮件营销
所有套餐均提供免费在线客服
时间跟踪✅ (Pro and above)
Website Visitor Tracking
最适合Teams mixing sales and managing projectsPure B2B sales teams

1. 联系人管理

星期一客户关系管理: Contacts live on a board with custom fields you define column by column. That flexibility lets you store anything, but it also means you build the structure yourself.

星期一联络管理

Nutshell CRM: Contact management arrives pre-built with unlimited contacts and no data caps. You can import contacts from any source using a CSV file, and calendar sync pulls meetings in automatically. Reps respond to clients straight from the record.

2. 销售渠道

星期一客户关系管理: Deals move through stages on the same board engine that runs projects. You can view the funnel as a list, a chart, or a timeline.

Nutshell CRM: Pipeline management uses drag-and-drop boards with Board, List, Map, and Chart views. Pro plans and above unlock multiple pipelines for separate product lines or territories.

简述 CRM 管道管理

3. 自动化功能

星期一客户关系管理: The automation builder uses plain-language recipes. Most rules take just a few clicks, and no software development background is needed to set them up.

星期一自动化

Nutshell CRM: Sales automation handles lead routing and follow-up notifications. Published reviews rate these rules as less advanced than the equivalents in HubSpot or Salesforce.

Nutshell CRM销售自动化

⚠️ 警告: Automation limits are capped per plan on both platforms. Check the monthly action count before you build heavy rules.

4. Work Management and Task Management

星期一客户关系管理: This is the clearest gap between the two. Monday work management covers task management, project management, event planning, and human resources on the same account. Its work management tools and collaboration tools sit beside the pipeline rather than in a separate app.

星期一工作管理

Nutshell CRM: Nutshell has no project management tools. Collaboration features focus on shared notes, mentions, and activity on a deal so the whole team stays on the same page.

Nutshell CRM 团队协作

5. Custom Dashboards and Advanced Reporting

星期一客户关系管理: Custom dashboards pull widgets from any board. Advanced reporting and the activity log sit on higher tiers, so budget teams see a thinner analytics picture.

星期一仪表盘自定义

Nutshell CRM: Dashboards track sales KPIs and rep performance out of the box. The full reporting suite and audit log arrive on the Business plan.

6. Resource Management and Quotes

星期一客户关系管理: Resource management shows who is loaded and who is free across projects. Built-in time tracking on the Pro plan feeds those numbers automatically.

星期一资源管理

Nutshell CRM: Nutshell skips capacity planning and sends quotes and invoices from the deal record instead. For a sales team that never bills by the hour, that trade works.

Nutshell CRM报价和发票

7. Kanban Board and Project Views

星期一客户关系管理: A kanban board sits beside timeline and calendar views. G2 reviews describe the switch between project management platforms views as incredibly intuitive once boards are set up.

星期一看板

Nutshell CRM: The board view behaves like a kanban board for deals only. There is no way to track project progress on tasks that sit outside the funnel.

8. Gantt Charts and Project Timelines

星期一客户关系管理: The Gantt chart view maps project timelines and task dependencies across a whole quarter. Gantt charts are a core reason software teams and a research team pick Monday over a plain CRM.

星期一甘特图

Nutshell CRM: No Gantt chart exists here. Timelines live inside individual deals, so long delivery projects need a second tool.

9. Third Party Integrations

星期一客户关系管理: The integrations center connects over 50 apps, including Slack, Microsoft Teams, Google Calendar, and Google Sheets. File sharing runs through those same connections.

星期一整合中心

Nutshell CRM: Direct links cover Google Workspace, Microsoft 365, Gmail, Outlook, Slack, MailChimp, and Zendesk. Zapier extends that to more than 5,000 apps.

Nutshell CRM实用集成

10. AI Features

星期一客户关系管理: Monday MCP opens the platform’s feature set to 人工智能助手 so they can create items and update records directly.

星期一 MCP

Nutshell CRM: 人工智能工具 assist with revenue-driving tasks and draft replies to a contact. 会议 summarization turns a recorded call into notes in seconds.

简述 CRM 人工智能

Meeting summaries get their own workflow, shown below.

Nutshell CRM AI 会议总结

11. Email Sequences and Customer Support

星期一客户关系管理: Smart workflow automation triggers follow-up notifications, though email templates stay basic. Customer support runs on 24/7 live chat, a knowledge base of video tutorials, and a community forum.

周一智能工作流程自动化

Nutshell CRM: Personal email sequences, email templates, and drip campaigns are native. Free live support ships on every plan, with premium support reserved for Enterprise accounts.

Nutshell CRM 电子邮件自动化

Support access is one of Nutshell’s standout features, so it is worth a closer look.

Nutshell CRM 可靠的客户支持

12. 定价与成本

Here are both price lists side by side.

层级星期一客户关系管理Nutshell CRM
入口Basic: $9/user/month基础版:13 美元/用户/月
Standard: $12/user/month增长:每用户每月 25 美元
Pro: $19/user/month专业版:每用户每月 42 美元
高的❌ 未列出企业版:59 美元/用户/月
顶部❌ 未列出企业版:79 美元/用户/月

星期一客户关系管理: Three paid plans top out at $19 per user per month. Not all the features reach Basic, and advanced features like time tracking wait for Pro. A small business still gets project management software and CRM software for one fee.

Nutshell CRM: Five tiers stretch from $13 to $79 per user. The upper plans cost more than Monday’s most expensive tier, though free migration and free live support offset part of that.

不同场景

如果您需要……选择为什么
最低入门价格星期一客户关系管理$4 cheaper per user monthly
Sales plus managing projects星期一客户关系管理Work management is built in
Fast setup for a sales teamNutshell CRM学习曲线极短
内置电子邮件营销Nutshell CRMNo paid add-on required
Gantt chart and task dependencies星期一客户关系管理Nutshell has no Gantt view
Free migration helpNutshell CRM所有套餐均包含

💰 您的预算

Monday’s basic plan opens at $9 per user. Nutshell’s Foundation tier starts at $13, and its top plans run far higher.

🔌 您的技术栈

Both connect to Gmail, Outlook, and Slack. Nutshell wins on raw count through Zapier, while Monday keeps a tighter native integration list.

📝 您的销售流程

A simple funnel with clean handoffs suits Nutshell. A process tangled with delivery work suits Monday’s boards better.

🎓您的经验水平

Nutshell has almost no ramp-up. Monday can carry a steep learning curve once you switch on deep customization.

🆓 免费试用和演示

Nutshell gives new users a free 14-day trial. Monday adds a free version capped at two team members and three boards.

🛟 支持选项

Monday runs 24/7 live chat plus a knowledge base. Nutshell includes free live support on every plan, which smaller teams value.

切换指南

Already on one of these? Here is what changes if you move.

🔄 Switching from Monday CRM to Nutshell CRM?

✅ 你将获得:

  • Native email marketing with drip campaigns and landing pages
  • VisitorIQ website tracking that surfaces companies browsing your site
  • Free live support and free data migration on every tier

❌ 你会失去什么:

  • Gantt charts, timelines, and task dependencies
  • 时间跟踪和资源管理
  • A free plan option for very small teams

📋 如何切换:

  1. Export your boards from Monday as CSV files
  2. Start the Nutshell trial and request free migration help
  3. Rebuild pipeline stages, then connect Gmail or Outlook
🔄 Switching from Nutshell CRM to Monday CRM?

✅ 你将获得:

  • Full project management tools beside your deals
  • Kanban, Gantt, timeline, and calendar views on one board
  • A cheaper entry price and a limited free version

❌ 你会失去什么:

  • Built-in bulk email and personal email sequences
  • ProspectorIQ lead discovery and quotes from the deal record
  • Free live support on the cheapest tier

📋 如何切换:

  1. Export contacts, companies, and deals from Nutshell
  2. Create a Monday account and pick a CRM template
  3. Import the files, then map custom fields column by column

我们的评测没有涵盖的内容

This comparison focused on small businesses and mid-sized B2B sales teams. We did not test bulk licensing, single sign-on, or custom pricing negotiated at scale. Support response times were not measured under load, and neither platform was checked in languages other than English. If you manage 100 or more seats, your priorities will differ from what is covered here.

最终判决

类别优胜者
💰 定价星期一客户关系管理
🚀 核心 CRM 功能Nutshell CRM
📊 项目管理星期一客户关系管理
🎯 易用性Nutshell CRM
🔌 集成星期一客户关系管理
📈 Advanced Reporting星期一客户关系管理
🛟 支持访问Nutshell CRM
🏆 总冠军星期一客户关系管理

🏆 优胜者:MONDAY CRM

Monday CRM 在 7 个类别中赢得了 4 个。

最适合: mixed sales and delivery teams, agencies juggling project timelines, and any small business that wants one platform instead of two.

These two products answer different questions. Monday asks how your whole company works. Nutshell asks how your sales team closes.

Nutshell is the better pure CRM. It is faster to learn, and its email tools and free live support beat what Monday ships in the same price band.

Monday still takes the overall win. It costs less to start, covers more ground, and grows with teams that need both a great tool for deals and one for managing projects.

周一CRM对比更多

Here is how Monday measures up against other management tools:

周一 CRM 与 HubSpot 对比

周一获胜: lower entry price, board-level customization, and project views that HubSpot does not offer

HubSpot 在以下方面胜出: deeper marketing automation, a larger app marketplace, and richer lead scoring

周一 CRM 与 管道驱动

周一获胜: work management outside sales, Gantt planning, and shared boards for non-sales staff

Pipedrive 获胜: faster deal entry, a tighter sales-only interface, and clearer forecasting defaults

周一 CRM 与 点击上

周一获胜: a cleaner interface, gentler onboarding, and a purpose-built CRM template set

ClickUp 在以下方面胜出: a cheaper first paid tier, more task management depth, and a stronger free version

Monday CRM 与 Zoho CRM 对比

周一获胜: visual boards, quicker setup for new users, and cross-department use beyond sales

Zoho 胜出的原因: lower cost at scale, a wider first-party product family, and deeper territory rules

6 monday.com 的替代方案:最适合项目管理

Nutshell CRM 的更多比较

Here is how Nutshell stacks up against other CRM software:

Nutshell CRM 与 HubSpot 对比

Nutshell 胜出的理由是: flat per-user pricing, free migration help, and email marketing without an add-on purchase

HubSpot 在以下方面胜出: automation depth, reporting breadth, and a free starter tier for solo sellers

简述 CRM 与 Salesforce

Nutshell 胜出的理由是: days-not-months onboarding, no admin headcount, and support included at every price

Salesforce 的优势在于: custom object modeling, enterprise governance, and a far larger partner network

Nutshell CRM 与 Freshsales CRM 的比较

Nutshell 胜出的理由是: VisitorIQ website identification, unlimited contacts, and simpler plan naming

Freshsales 在以下方面胜出: a usable free tier, built-in phone and chat channels, and cheaper mid-range plans

Nutshell CRM 与 胶囊客户关系管理

Nutshell 胜出的理由是: native drip campaigns, lead discovery tools, and a fuller analytics layer

Capsule 胜出: a lower starting price, a lighter interface, and a genuinely free single-user option

满足您需求的最佳CRM工具

常见问题解答

Monday 是 CRM 工具吗?

Yes. Monday CRM is a dedicated sales product built on the same board engine as the work management app, so deals and projects share one workspace.

Nutshell 是一款好的客户关系管理系统吗?

For small to mid-sized B2B sales teams, yes. Nutshell rates well on ease of use, though its automation is thinner than what larger platforms offer.

Monday.com 可以免费使用吗?

A free plan exists, capped at two team members and three boards. Our CSV lists paid plans only, starting at $9 per user each month.

CRM系统每月费用是多少?

Most small-business CRM software runs $10 to $80 per user monthly. The two products here span $9 to $79, which covers that whole range.

哪款CRM软件排名第一?

Salesforce holds the largest market share overall. For the two compared here, Monday takes our pick on price, breadth, and its 4.2 rating.

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