Nutshell Reviews

Bang for your Buck

Comments: Great! It helps the team stay on track whether it's sales or implementation.

Pros:

Reporting and filtering reports. Keeping a track record of our leads.

Cons:

Have to move over to pro to get more then one sales process. Pro is so expensive.

Excellent CRM for our Niche Application - Best of Multiple Reviewed/Used

Comments: Excellent! The customer service has been responsive and the system has been 100% reliable.

Pros:

Barrier to entry was low with minimal upfront cost needed to evaluate the software. Ease of use for a small company with minimal resources to devote to developing, executing, and maintaining the system.

Cons:

So far the only con that we have experienced has been in the reporting functions. This could be a by-product of our unique needs or our lack of resources available to investigate it further. It does seem limited compared to Salesforce.

Pros and cons of Nutshell

Comments: Overall experience has been fine and easy going with Nutshell as it provides everything that we required from requirements stand point also mainly about sales pipeline management functionality.

Pros:

The most useful feature of Nutshell is the sales pipeline management where it managed every complex and monotonous stage of sales that in turn also provide analytics and reporting functionality for research purpose and presentation for the stakeholders.

Cons:

When it comes to documents storage then there are lot of improvement required as the platform involved in holding the document is fishy and complex to deal with.

leads don't allow you to easily sell services, only products. After sale service is hindered.

Comments: We get a cost effective CRM that frees up cash flow for use elsewhere in our business.

Pros:

Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps.

Cons:

Every lead typically has a company or contact. But if you don't save the activity in the lead, and instead under the company or individual contact, you can't see it when your client calls in regarding the sale they want service for, so your customer service is hindered and your sales people look like they don't know the history of the account. It's embarrassing to use this software because Nutshell says they are only helping to land the sale, not support it, but this mindset about how they build their software results in a horrible disconnect with regards to how we are forced to serve our customers, and thus we are using a CRM that doesn't support the full life cycle of a sale. We keep hoping Nutshell will fix this and improve because their customer service is great, and their people mean well, but after several years of patiently waiting, we are concerned that we may never see this problem fixed. The mobile app also has so many glitches with the UX that it can't even compare the experience to how you can use leads in a web browser. Further, when we have a customer call in to ask about their account, the recent leads puts the oldest first in the list, which means we have to scroll through several hundred orders just to open the last order we did for that client. If you are trying to sell to a major corporate account with multiple facilities / departments, forget it with Nutshell; linking subcompanies / vendors / partners / other locations is a nightmare in Nutshell.

An Elegant Yet Powerful CRM

Comments: We are now better organized with our sales process and are more collaborative. This allows us to keep our important information in one place that is easy to use and work as a team to get things done!

Pros:

I love the filtering ability with our companies and people lists. It allows us to really drill down and get the exact metrics we want. We are better able to see a lot of information at a glance in a dynamic way.

Cons:

I would love more options when emailing groups of people in the system. Currently, I need to only use templates when emailing groups and I would like to be able to type out the email in one shot instead.

Nutshell product review

Comments: I have used a number of different systems including Zoho, Hubspot, Pipedrive. I like Nutshell's flexibility and ease of use.

Pros:

Tags - are the most used feature - so I can easily segment lists. The ability to sort with multiple tags. Easy importing from a spreadsheet.

Cons:

Having to add a tag into the system BEFORE uploading a contact spreadsheet. If the tag doesn't already exist - the import fails. Which is an extra step and a waste of time.

Nutshell VS Act

Pros:

I was an ACT user for 10+ years and when they went to an cloud solution the product because so slow and crappy I had to make a switch. Testes and used many programs and landed on Nutshell. Great product & great support!

Cons:

The process of a lead and a person a little confusing at 1st.

Perfect solution for startups

Comments: Everything was really great. From the sales, through deployment, and ongoing support.

Pros:

Ease of use, easy integration, great customer support, easy to learn and solid documentation, and many more.

Cons:

Some features need improvement or expansion but our rep told us all the ones we asked about are already in their production queue.

Great product for my team!

Pros:

Setting up and importing our current customer information was easy. Once you wrap your head around the Nutshell way of doing things, you can easily manage a large database of customers.

Cons:

Nutshell does not integrate easily with WooCommerce which leads to using third-party plugins that are limited due to NutShell API.

Great for Lead Management

Pros:

We use Nutshell for our Account Management and CRM, however the biggest feature we utilize is the Lead Management. Being in a manufacturing industry for architectural material, we will have leads on projects that span over 2-3 years, so Nutshell allows us to track each lead and ensure regular follow-ups are maintained with the customer.

Cons:

This was a brand new venture for us in this type of software, so we had nothing to compare it to. Like every new software, there was a learning curve but we felt that it was justified to the benefits we gained.

I've used CRM software on Mac, PC, & midrange IBM systems. Nutshell is at the top of the heap.

Comments: It's CRM that actually is liked and used!

Pros:

Easy and flexible setup; consistently clear design. Can use basic functions without tripping over the advanced ones, and can gradually add feature/function for a smooth transition from beginner to power user. I also like the way you have color-keyed the function buttons to the main color on functional screens. A nice visual orientation cue!

Cons:

I worked full-time in the design profession for 17 years, so this is a 'studied' critique: There is a lot of market pressure for tech products to follow design trends. Unfortunately, design trends often are based on designers designing for other designers -- which tends to leave certain kinds of user needs out in the cold. One of the most common of these 'orphaned' needs is the need for contrast and clarity. Nutshell's UI gets high marks in my book for uncluttered design and common-sense functionality. But as people get older, it gradually becomes harder to distinguish low-contrast elements in a design. Contrast (and color, of course) also can be used (and is used to a degree in Nutshell) to 'lead the eye to where the action is. ' My suggestions for improving the main user screen are these: 1) Search Everything is, by definition, a key feature -- it should have a STRONG presence, instead of looking almost greyed-out. 2) Use bolder and slightly larger text throughout. To a degree, weight and size will compensate for lack of contrast -- and without cluttering the layout.

Over all it has been great to use, have had some issues with freezing when switching from Dashboard

Pros:

Easy to set appointments and track who I have talked with and what we talked about and set follow up calls/appointments. The reports are a good tool for staying on track with my efforts/results. I've only had one experience with customer support but when I did they responded very quickly and had me back working in a very reasonable amount of time.

Cons:

For what I use the software for there really are not any cons. I am an end user so I primarily use it for setting/following up/tracking my daily calls and contacts. I guess on the computer side the only negative I would say is the search engine is very fickle, sometimes you can put in specific words and you get some crazy thing that has nothing to do with the company or person your looking for and then you can misspell what your looking for and get exactly what you want. I will say that the app for my HTC phone is somewhat lacking. I can set appointments just fine and log calls/emails but the searching for a certain person or company is very very limited

User friendly product that has helped our company grow and transcend our industry.

Comments: Nutshell allows a very small company like ours to manage all of our leads and clients in a manner that would be quite challenging without the software. We are a very unique business in a niche industry and Nutshell adapts very well to our needs.

Pros:

It is pretty easy to get up to speed with the software which has been a nice feature for our organization as we've had multiple people needing to use Nutshell...the reporting and tags have been really helpful..I run a lot of custom reports and using the tag feature on a daily basis.

Cons:

It has been challenging to be able to connect with support staff about a technical issue. About a year ago, I really enjoyed being able to message with support staff if I had a question..now it seems like I have to wait a day or two for an automated email reply with some links to some possibly related topics of interest.. my questions can be fairly technical and multi-faceted where either use of messaging or simply talking to another human would be more beneficial.

I'd like my Nutshell on a silver platter.

Comments: Have been using Nutshell over the past 2 years and looking forward to many more. Have been through some growing pains with updates, but the bugs eventually get fixed. The Support team is awesome and are always helpful and very responsive. Nutshell has taken place of my company communication which has replaced email and texting.

Pros:

Love the integration with 3rd party programs like mail chimp and any other automation systems.

Cons:

iOS app needs some more tweaking with being able to have the little blue bubble on activities when viewing activities from the activity menu or when viewing activities on the account info page. You only get the blue bubble if you go to the customer timeline and find the activity, or from the notifications menu. The blue bubble for conversations on activities should be available everywhere you can access an activity.

Good, but could use improvement

Comments: I'd say my experience overall is good. I like how simple it is to create things. They all link together smoothly. My experience with other CRM programs is that they over complicate things with too many layers. Nutshell just keeps it simple and give me what I need. It could use a few more ways of spitting out information, but as far as keeping all my information in one spot it's quite good at it. I would suggest the product for a company that needs a CRM for information tracking. I think when it comes to an organization that needs a deeper data dig, Nutshell will not be the solution for them.

Pros:

It's easy to use and task tracking is simple. It helps me understand at a glance what I need to accomplish in a day. Entering data is quick, and this part of the program is quite intuitive. Customer support is really good. You're speaking with a human instead of a robot.

Cons:

Reporting is quite lacking. Trying to understand data trends in some cases requires the creation of multiple reports instead of compiling it into one. It often times asks about duplicates. I'm not sure how it recognizes them, but they're often not similar at all. Understanding interactions between an account is quite tiresome. It tracks all of the data into one place and requires some digging to determine what is relevant to the lead, contact, or company. It's all in the same place instead of into multiple swim lanes. It some times feels like you're asking it for information regarding one thing and it dumps every single interaction that may or may not include that lead/account/contact.

This software is easy to use. I love that I can track every client from computer or phone.

Pros:

This software is easy to use! I didn't have any clue what "CRM" was, and many of the programs I was looking at required a business background to decode the user manual. Nutshell was intuitive. Knowing how to use my I-Phone and Facebook seemed to be the only background I needed to get started! I have all my clients in Nutshell now. I track what they buy, what classes they take through our company, and what they are likely to buy next. I send e-mails to clients every time they order that are customized to tell them what to buy next. All of this was easy to set up through the Nutshell software!

Cons:

The only thing I would consider adding to Nutshell is a place to list what they purchased and a place to list what training they have received (other than in notes).

Helpful Software

Pros:

It is incredibly helpful to have so many features within one program. Nutshell is helpful to almost everyone on our team! With a quick search, the team can find contact information and see where the conversation left off. I love that there is a PandaDoc extension to help send documents in an organized & prompt manner! Reports are easy to generate and there are so many resources to help answer your questions. The provided training videos are clear & give good direction. Customer service representatives are knowledgable, kind, and personable.

Cons:

Duplicates are easy to create, however the software makes up for this by creating an alert and suggesting that the information may already be in the system.

Easy, Flexible, Customizable and Inexpensive!

Comments: We previously used a locally-installed, server-based CRM (Goldmine), which was very functional but completely not portable. Migrating to Nutshell allows for easy remote access from anywhere an Internet connection can be found. And in this day in age, that's of the utmost importance. We also used to keep a bunch of Excel spreadsheets for sales tracking, pipeline management, and customer details, all of which have now been replaced by Nutshell's standard functionality.

Pros:

Easy migration from old CRM via CSV import. Activity management and to do lists keep users organized and on task. Integrated lead tracking and metrics help guide sales reps through the sales process. Ability to link with Google Suite is a definite plus.

Cons:

I would love to see Nutshell offer integrations to more third-party apps. For instance, we use Reply.io for e-mail campaigns and there is no direct connection to Nutshell. It's not a huge deal, but would be even better if Nutshell and Reply.io worked together.

Overall happy with product - minor improvements with interface would be nice.

Pros:

Overall ease of use - simple workflows for creating historical trail of communication. Easily create categories and tags to filter contacts / companies. Flexibility of custom workflow

Cons:

Floating windows that hover over content (contact info pops up when viewing company information - can be confusing what you are looking at - company info or contact info Duplicity in creating Leads. (Assign people / name of lead / company). Duplicity in having to "select" logged activity - when in fact you have previously logged an activity

Positive, but we under-utilise nutshells capabilities

Comments: Simple to implement. Cost effective.

Pros:

Simple to use ie simpler to TRAIN reps, simpler for them to adopt. Flexibility - so one person can be attached to different products and leads and accounts. Can lift out lists for marketing easily. You are a small responsive independent company.

Cons:

There is no easy way to manage accounts. Much of our revenue comes from recurring revenues from customers. We need to be able to develop customers. So selling more product to a customer (either new products same customer or increased use of product). Nutshell doesn't allow us to manage these "accounts" very well. To do this really well you'd need to use your open APIs to tie into our accounts package. Training and support sucks. We are on Australian time zone, and you guys are always shut when you need it. REALLY need good training programs. Nobody has heard of nutshell! Its a well kept secret strong product. You recently increased fees...are you trying to become another salesforce.rob.your.users or is it a 1-off?

Straightforward, no-nonsense way for us to organize our data

Comments: It made filling out the review quite easy

Pros:

Great support, uncluttered, has features we need. This is the first CRM I have every used, so I have nothing to compare it to, but I was pretty comfortable with starting to use it. It is fairly intuitive even for someone that is not accustomed to CRM software. They have good tutorials and training information.

Cons:

Every time I get it all figured out, they make updates and I have to keep figuring it out again and sometimes it takes awhile before i understand how it all works. ON the computer, I don't have as many problems with adjusting to the changes, but it is harder when using on the phone.

I've loved Nutshell so much that I now use it for 2 of my companies & recommend to our customers.

Comments: Internet marketing can be a long sales process. We went from closing in 120-150 days to around 21 days. Our revenues have almost doubled since implementing Nutshell 2 years ago.

Pros:

Ease of use. Very straight forward. We don't need to send our salespeople to "Nutshell Camp" to learn how to use the product. Integrations are easy enough. The only thing I'd love to see is Gravity Forms (WordPress) integration. We could easily onboard more of our customers if that integration were available.

Cons:

I would love to be able to share my email templates with the rest of the team. That way I could have my own, but also push new successful templates out to everyone else.

Very helpful tool!

Comments: Losing track of where we are with customers/venders/sales in general was killing our company. With using Nutshell we have been able to get our sales team on track. Our sales team has a good comfort zone with Nutshell
Our experience with Nutshell has been very positive and was easy to implement!!

Pros:

What I like most about Nutshell is the ease of use. From a sales team with varied computer skills (beginner to programmers) We can all be on the same page. Which is to stay involved with our customers.

Cons:

The raw, raw when you get a sale.... Don't know that it is needed for an older sales staff.

I like the simplicity of the program

Pros:

I like the timeline , but it would be great if there was a search box for the timeline. I like the simplicity of the program

Cons:

You need more integration with different types of email clients not just your typical gmail. May want to look at way to start integrating with certain types of accounting softwares like quickbooks enterprise. Email campaigns. Lastly you ios app needs work. it keeps flashing every time i'm looking for a contact, the notes sections sometimes cannot be read, its lacking some features from the desktop. I would like to see a map feature on the mobile app. I would like to for it to automatically record a call if wanted to.

very easy to use and has proper storage easy to find data

Comments: the soft ware benefit are great easy storage to save all my important documents easy to save important company files. helps to organize my folders has lot of data space to store all my important information

Pros:

very easy to use and has proper storage easy to find data spelling words are corrected as you work with this soft ware

Cons:

nothing that I know of it is not difficult to use not to complicated dose not slow me down. I have never had any problems since I have started using this soft ware