Nutshell Reviews: 4.3/5 — Solid Choice

I love the pipeline creation process and using the pipelines to track my leads and progress.

Wish that there was a view with details pane from the right center stage. Maybe be able to expand it to full view.

We use it to track our leads through the sales process. and it has made it very easy for us to make continuous progress towards our goals.

i like integrations with other soft that we use, i like the colors and simpleness of the menu and settings. logical layout.

not so many integrations with ticketing systems.

sales process building, all info about sales in one place.

Nutshell has great reminders and notifications.

I wish nutshell integrated with my other systems more seamles

Great metrics on where I get my leads from and which ones convert. Helping me to plan for future projects!

With a team who does all outbound calls, the ability to make and record calls right in the system is a must. Nutshell quality has been outstanding.

I do wish I could enter all of the person's data on the initial lead page when inputting a new lead.

We are streamlining internal communications and processes.

The features you use most are right in front of you. It might not be the most advanced CRM, but covers key features well.

I would have added a few features like subsidiary looking and custom flexible tags.

Our software company is mostly consist of sales people who all need good CRM. We also have integrated it to our email o365, marketing MailChimp and website lead collecting processes.

I love how easy it is to organize my leads. Nutshell gives me the ability to nest all of the information for each lead.

Sometimes my information doesn't fully sync.

I am able to reach out to old leads from years ago by using the tasks/reminders and I can bring those leads to life easily because I can find all of their information along with notes that were made from past coworkers.

it is super easy to find customers and company names in nutshell I really love it

when I enter a city with 2 names it doesn't register both names of the city

customer locations its super easy to use

Keeping track of tasks and email threads to stay always informed on what you are working it's very useful.

Panel and view options are not super customizable.

Tracking, communication, and assignments.

It's so simple to use. Our entire team uses it and the collaborative features are the best

Would like a better integration with mailchimp (transferring tags, etc)

Sales and some CSM pipeline stuff.

I like that my team is happy with it's capabilities most.

There isn't anything I have not liked, I don't use it as much as my sales team though.

My team is able to keep up with their leads better than ever before. Takes a lot of work off my plate.

After using a trial version, I was able implement Nutshell for our sales team within weeks of starting as the new Sales Manager.

There are still some bugs that occasionally come up, but customer support team usually has the answer to resolve it.

We are updating customer contacts and increasing our touches to customers and prospects as well as tracking new sales opportunities. We currently are tracking new sales projects and tracking outreach goals to measure and improve customer interactions.

It organizes customers very well and allows for better follow ups.

I haven't found anything that I have disliked

Creating leads and following up with customers!

I work with several hundred clients on a monthly basis. Nutshell helps me track conversations, include colleges and peers on crucial decisions and monitor progress from the comfort of a mobile office.

Somethings, like reporting are less than intuitive.

Nutshell has helped us solve the speed and efficiency with which we respond to interested clients. It has also facilitated the flow of information over several continents.

The simple to find menus and reports. All users don't have issues due to the simple layout and usability of the system. Also like the export feature and the ease of uploading data.

The mapping would be more helpful if it allowed travel planning.

We track our representative in store calls, and how leads are converting to customers.

We like the custom pipelines, and the ability to integrate email

We don' dislike anything at the moment. We will let you know if we do.

we Are moving stagnant items down our pipeline now

Ease of using the Nutshell system :) I love the fact that everything is in one place and that you can customise what flow works best for your company.

Nothing yet ... I have had no issues with Nutshell ad have been using it for years!

We do not follow-up enough, Nutshell helps make sure you do!

Nutshell is a easy CRM, but very flexible, very simple to customize and very effective. Our company is using nutshell for the last 5 years with success.

The report are not so friendly for the user. The connection to email is restricted.

Controle the complete comercial process, kepp track of complete process.

Slick interface (web/app), intuitive (no learning curve), customizable, low-cost.

The forecasting features have room for improvement / to be customizable in a way that makes sense for our particular business.

So great to track leads now, some of which can take up to a year or more to close. Conversations are recorded for everyone to look back on later and get a sense for where things stood at the last go around. The confidence levels really help Operations in planning effectively based on the Sales Pipeline.

Nutshell is a powerful CRM tool. Our team has taken especially advantage of the lead tracking and Gmail integration. It’s been very helpful in allowing our team to work collaboratively on tracking and progressing on leads. The Gmail and Mailchimp integrations are fantastic and help us to be in sync and efficient.

1) Outbound emailing from Nutshell could be improved. Seems like I cannot cc when emailing from within the platform. 2) More flexibility with pipeline steps. We’ve noticed that our pipeline steps don’t always occur in the same linear order, so we advance to a step only to realize that some previous steps still need to be completed.

Lead tracking, staying in sync when reporting progress across team members, ensuring leads are not forgotten or dropped

Nutshell has all of the features we need without any of the bloat that we don't. It also has API access, which has allowed us to integrate it deeply with our other systems.

It would be nice to have just a tad more flexibility.

We've tried a number of CRMs, and Nutshell is the perfect fit for us. The web interface is simple, and the API interface has given us the ability to integrate it into our sales automation system and the backend system that we developed in house.

Hands down the best experience we have had with Nutshell is their customer service. Any time there is an issue or something we need some help with, their customer support is amazing!

Nutshell's app is not as user friendly and doesn't have as many features as their web based program.

Being able to see all of our leads and being able to track down the different stages of our customer allow us to capture more customer sits and also allows us to follow up with customers at the right time.

The best thing about Nutshell is the ability to integrate with other platforms and ease of training new users. The way the pricing structure is set up really caters to small business and that is very hard to find in the CRM arena.

I dislike how automated some things are as it opens the door for users not taking control of the database and overall data integrity.

We are solving our sales and lead cycles. We are also using it as a database management tool and have realized that this tool makes everyone much more efficient!

I love the task features and the ease of use.

I dislike the layout and not being able to delete multiple items/tasks

INutshell has made it easier to keep track with project management and keep projected time lines.

Mapping feature, import simplicity, call recording and contact management

Inability to filer more and query more. need to be able to sort when in chart form of contats and need to have a 3rd category for real estate. for example, property info, owner company info and owner contact info

Keeping recorded calls linked to contacts by integrating Ring central, this helps keep all sales info in 1 place and in 1 crm which is really useful.

I like how whenever I have a question Nutshell is SO QUICK to respond!

I feel it is difficult to find answers to problems my team has been finding.

We are using Nutshell to determine the cost of clients and how many client touchpoints lead to business.

It's very easy to navigate, intuitive and has all my key reporting requirements. Unlike some other CRMs its not overly complex, no degree in rocket science required.

I dont really have any negative issues.

Tracking leads are forecasting sales pipelines much better using this CRM

Great CRM for business. I love the follow email ease. All the info it provides ie social media addresses etc

The “custom field” info disappears after opening

Ease of follow up

The ability to keep up with our leads and communicate with our internal team efficiently.

Hard to say, they do a great job! We usually bug them about features and then shortly after they are available !

We are generating more business for our company at a faster rate and we're able to make a more personal touch with prospective and existing customers.

I think Nutshell is easy to use and navigate thru.

When doing a search in the Leads tab. If there is no Company in the Lead that was created, it doesn't always come up.

Keeping all of our Sales Reps organized and letting them see the progress of each lead as it moves along.

I have used many CRM systems over the years & Nutshell is by far & away the easiest, most intuitive system I have come across. It’s work on all platforms seamlessly & really helps me keep on top of my projects & leads. Well done Nutshell

So far there is nothing I dislike about Nutshell

Keeping on top of projects & customer communication