Nutshell Reviews & Product Details

Easy to use and very informative. Being informed of upgrades.

Can't find a fault. After one learns its format it is nice to have.

All in our system can see our progress and we can all act as a team on a project

The best thing about Nutshell is how easy it is to maneuver from one to another. I can easily look up contacts or a list of contacts in a quick and efficient way. I also love the email templates. The custom fields aspect has been also a valuable attribute that Nutshell offers.

I wish I could connect contacts. I'm not exactly sure the best way to do this, but I have many contacts that are spouses. Nutshell may also want to consider creating their own meeting scheduling tool like calendly or I use youcanbookme.com.

Nutshell helps me track client interaction and email tracking.

Nutshell is so easy to use. I am new to the sales world and the previous CRM that we were using was so confusing and tedious. I felt like I was not being efficient with my time or able to keep up with notes and updates for my profiles. But with nutshell they make it so easy. Everything is separated into categories and there's 24 hour help and videos if needed. I use nutshell everyday and can say that my notes and time management have exceeded expectations. I can even lay out different categories on my dashboard for easy to find things. Without having to go through a lot of different hoops. I recommend nutshell to any business starting off and feel overwhelmed by how many CRM's are out there. The implementation is direct and simple. And allows you to set your own pipelines. Nutshells integration if made for you as a business not for them.

If you have a lot of accounts it tends to lag. Making it frustrating sometimes when you are trying to update accounts. Email portal sometimes glitches

With each dilemma that has come up. Whether it be with the emails, storage space, or whatever concern is brought up. They have been nothing but helpful about getting us through it. With live support you can talk to someone when you need to . But they are also available to set up virtual meetings to go over any concerns the user has. And works hard and taking feedback and trying to integrate it with their app.

I looked into a couple different CRM/Marketing softwares for my employer and this one caught my attention right away. I like how user friendly it is. It even has a "Nutshell Intelligence" where it offers information about the company you're adding, saving time adding information in. Customer support is also a huge plus. They offered one on one help, and plenty of videos to watch.

The ONLY downside is that sometimes Nutshell isn't up to date on the addresses/info on Nutshell Intelligence, but Google-ing the address to double check isn't the end of the world/

Having all of our customer base in one place, showing when we contacted them, what we sent, and also tools to market to them.

I love the ease of its use the most. We have been using this platform for several years.

Not many downsides I can think of! That speaks for their value!

Manages our member and non member database.

I like that it is very effective in communicating with the rest of my team and keeping in contact with clients.

Some of the untimely moments the software doesn't work

It helped solved the ability to see what is causing engagement with clients

The functionality is critical to our new business initiatives. The ability to segment, organize, and then market to our customer base and potential customer base has been a game changer.

The scheduler is something we will use in the future once it's a bit more robust with connectivity and functionality. Otherwise there really isn't much we aren't able to do pretty easily.

Organizing our customer base by allowing us to add properties to define our customer profiles. Then, we can deploy targeted marketing strategies to show customers what they want to see - not just send generic blasts to our whole customer base.

Nutshell is a company made of truly empathetic and worried people. They'll be kind to you, try to understand you, and be candid and true. After using other providers like Hubspot, I can tell Nutshell is different. It is easy to set up, easier to use and has a strong customer support. I use it almost every day.

I still want a better experience in bulk personalized emails. There are still some features missing there.

One-stop-shop of essential, yet complete information on leads - who are they, what is the log of activities with them and what are the next steps

Flexibility , process creation, customer support

I do not have dislikes for this app All good

tracking of quotes and customer communication

I really enjoying using Nutshell for our CRM for our home care company. Everything is laid out so great and very user friendly. The pipeline, down to the stages, and data colletion is amazing!

I don't have anything negative to say as it serves the purpose in all areas for our business right now.

Nutshell is helping us to track how many clients we are onboarding per month and the amount of ROI being spent as well.