Nutshell is a customer relationship management (CRM) software that helps businesses manage their sales and marketing activities. It offers a range of features such as lead management, sales forecasting, and email marketing automation. Nutshell is best for small and medium-sized businesses that want a user-friendly, affordable, and customizable CRM solution and wants to manage their sales and marketing activities on the go.
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Segment |
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Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
Training | Documentation |
Languages | English |
Compare Nutshell with other popular tools in the same category.
Ease and flexibility it has. Very user friendly.
Nothing comes to mind currently. Meets all of my needs at this time.
Easily connecting me to my candidates when it automatically pulls up their social media profiles and info when I input their names and email.
It helps users to interact and keep a record of every conversation
Nothing is as such dissappointing to me. I really like it.
Keep a record of my conversations and schedule. helps improve my efficiency.
I like how easy it is to train and use within a team. Everything is user friendly and makes it simple to get the information that you need. The app is great!
I do not like that I cannot change the value of a lead after it has been created. Id like to assign a final value to the lead when closed.
We are preventing piglet deaths.
The tool's versatility and the sales funnel vision it possesses perfectly align with my company's vision. what makes for a perfect fit
The possibility to export reports to a CSV format. The possibility to rename the funnel steps. The lack of integration with linkedin and Google calendar
Have complete visibility into the sales funnel, opportunity status, and delegate tasks to the team
This email marketing tool is integrated with a great CRM. I can send daily emails and weekly newsletters to multiple contacts. Reporting on opens and clicks is integrated with the CRM as well so I can follow with phone calls in real-time. I have used Constant Contact and Mail Chimp and various capacities. The Nutshell Outreach tool is just as powerful. Yesterday it took me 2 hours to build a complex email marketing piece and send it to 4K+ subscribers. This includes designing the campaign with unique images and headlines. I was impressed as this was only my third email campaign with the outreach tool.
I wish there were more template emails. However, I can build most of what I need with the several email templates provided as a starter. Editing HTML email is cumbersome and this tool follows best practices for editing. YET, It is still hard to craft a solid looking email Template. They are adding functionality to Drip Sequences.
I can have a team of salespeople call their contacts in real-time as the newsletters are opened and clicked. We have hundreds of leads come into our organization monthly and can consistently & quickly keep in touch. We were able to implement a SOLID CRM into our organization on day one and not hire a consultant for a 6-9 month implementation.
I like how many capabilities the Nutshell system offers. We use Nutshell for many areas of business, and having the email marketing within the same system helps things run smoothly. For instance, our customer contacts are already managed within Nutshell, which makes email marketing so much easier! I can segment our contacts and keep them well organized, as well as see all the reporting associated with the email campaigns.
So far there is not really anything to dislike. The only things I noticed was that when I pulled the html in from some of our already build email blasts (from another email marketing system), it did not allow me to adjust that same content as easily as I thought it would once it got the info transferred into Nutshell.
The main problems being solved are regarding: 1. Consistency 2. Reaching our customer contacts without bounces 3. Streamline operations
It is so user friendly and great UI. Everything I need is easy to access.
The "click to call" button is dangerously close to the "delete phone number" button.
Tracking all leads and opportunities, visualizing sales pipeline, easy to access record keeping.
Their CRM is very flexible, but also easy to learn. We had spoken to two other CRM companies, but picked Nutshell because: 1. Their staff responded quickly and answered questions promptly. 2 .Their CRM allows us to build it for our needs, make changes and additions on our own. 3 .Other CRM system's we looked at were more expensive and needed more outside help to develop and manage.
Any CRM needs a commitment to learn and use it regularly. It takes discipline.
We now have all our customers, leads, contacts in one database and can manage the information more efficiently. The forecasting and reporting features have gave us a better understanding of our business.
Nutshell is a very transparent, easy to navigate and flat view CRM platform. It's flexible, nimble and the Nutshell team is often making updates to assist with user experience. The support team is also extremely helpful and very responsive. It's just more straightforward to use than most other CRM tools, without losing any of the capabilities.
A few very specific features are still very sales-product oriented, and we use the CRM a little differently than a traditional sales/product oriented team.
Nutshell helps us better track our active opportunities and stay accountable following up with leads to drive more future opportunities.
I've used many CRMs, and this truly is my favorite to date. Nutshell is extremely easy to use and customize, there isn't a huge learning curve to use it! I love that with a push of a button it connects to the system I use to my constant contact account. It has an auto phone dialer which I really like...it keeps me hands free so I can take notes while I'm on the phone! It is easy to create tags and schedule follow ups with this system!
The only thing I dislike about Nutshell is that it doesn't include a calendar. Otherwise, the system is perfect!
Nutshell efficiently helps me to be organized with my leads and helps me track my prospects through the sales funnel. This is a very efficient CRM!