Palby CRM

Nutshell alternative

Nutshell alternative: your customers' WhatsApp chats and follow-ups on one record

Nutshell is an easy sales CRM with two-way Gmail and Outlook sync, call notes written by AI, and quotes and contracts sent from the pipeline. Palby CRM opens on everyone whose follow-up is due today, with their WhatsApp chat on the record.

Book a walkthrough

30 minutes. You choose the day and the time.

Do you want a sales suite with add-ons, or one list of who to follow up?

Stay with Nutshell if your team sells by email and phone, and wants quotes, contracts and email campaigns from the CRM. Its Engagement add-on brings in WhatsApp beside chat and SMS. Pick Palby CRM if you want one list of who's due a follow-up today, and each WhatsApp chat on the customer's record.

Who should pick which

Stay with Nutshell if

  • Your team works from Gmail or Outlook and wants every email on the record
  • You want calls transcribed and summarised for you
  • You send quotes and contracts for signing from the pipeline

Pick Palby CRM if

  • Your customers write to you on WhatsApp
  • You want one list of who's due a follow-up today
  • You quote in S$ and keep each customer's PDPA consent on their record

Side by side

Compared onPalby CRMNutshellSource
PriceNo public price yet. You get one on the walkthroughFive plans from $13 to $79 a user a monthNutshell pricing
To startBook a 30-minute walkthroughA 14-day trial with no card, with free help moving your dataNutshell pricing
Who to follow upNext activity due: everyone whose follow-up is today or overdueA drag-and-drop pipeline showing where each deal standsNutshell site
ConversationsLink your number and each WhatsApp chat sits on the customer's recordTwo-way Gmail and Outlook sync. WhatsApp, SMS and web chat with the Engagement add-on, from $16 a user a monthNutshell pricing
Email and callsNo Gmail or Outlook link. Calls go from your phone, and you log how each wentCalls transcribed, summarised and logged by Nutshell AINutshell site
On your phoneA web app with a phone layout and alerts. No App Store appApps on iOS and AndroidNutshell pricing
As of November 2026. Nutshell's details are from its own pages, read on 2 November 2026. Its email marketing is an add-on, priced by how many contacts you mail. Plans and prices change, so check them before you pay.

Where Nutshell fits better

Nutshell keeps unlimited contacts on every plan and syncs both ways with Gmail and Outlook. Its AI transcribes and summarises your calls, and you can send quotes and contracts for signing from the pipeline. You get a 14-day trial with no card, free help moving your data, and live support on every plan. If your team sells by email and phone, it fits better.

The three differences that matter

Open today's list first

Give each customer a follow-up date. On the day, they're on Next activity due, the first view on every pipeline. They stay there until you change the date, and overdue ones show how late they are.

Keep the chat on the record

Link your WhatsApp number and each chat sits on that customer's record, beside their notes, tasks and deals. When you're on leave, whoever covers can read what was said.

Keep consent beside the chat

Each record holds consent for WhatsApp messages, email and calls, with when and how it was given. Tick Do not contact and it's honoured on every send.

Moving over from Nutshell

  1. Book a 30-minute walkthrough. You'll see today's list on a sample pipeline, and get a price for your team.
  2. Import your contacts as a CSV of up to 2,000 rows. Columns are matched by name, and AI places the rest from three sample values.
  3. Pick the stages for your trade from eight ready-made sets, then give each customer a follow-up date.

Questions

Start tomorrow with who to follow up.

Bring your spreadsheet to the walkthrough.

Book a walkthrough

30 minutes. You choose the day and the time.

Sources

Every page read on 2 November 2026. Nothing about a competitor on these pages comes from anywhere else.