Nutshell Reviews & Product Details

Easy of use. Did not take many hours to train the team which is key when they need to be out creating relationships.

We utilize the platform to track activities and not the sales life cycle. Some reporting customizations could be a huge assistance.

It provides transparency of how my team is utilizing time and the geography they are covering.

I like the integrations feature that allows us to access all our data to run our business from a single tool. Office-365 and Slack integrations are my favorite.

Pricing is a little higher for pro, If they reduce Pro plan pricing it'll be helpful.

Nutshell helps us solve Operational wise issues like sales and marketing automation. Also, team collaboration and pipeline management are awesome.

The ease of use for adding new companies and the map feature is very helpful

When adding people to an account it prompts you to add a person's profile who is already tied to a different account. Lead to confusion and mistakes

Organization and time management. Helps me keep tasks organized as well as groups of customers

Nutshell is a very simple and easy-to-use CRM. It allows my team to quickly update Accounts and deals with an easy-to-use interface. The email import works great and overall setup is a breeze.

There are a few minor things that I would change if I could. Interface for the people listed under the accounts is a little odd if you have more than 5 or so people. There isn't an easy way to update multiple items in sequence, it can be cumbersome to build out the various pipelines, and I would like to be able to add people's details when creating an account.

Nutshell keeps my team organized and allows me to see where we sit as a sales team very quickly. My deals are easy to update and easy to sync with calendars to make sure we stay on top of everything.

Super easy to use. Without this, we'd be SOL, as our staff are not hugely computer literate.

There's some connectivity benefits that could be added.

Keeping everyone on staff knowledgeable of what sales increasing efforts are being done. Keeping each outside salesperson aware of follow-up needed.

Funcionalidades, gráficos e análises comerciais-financeiras

Falta de integrações com outras plataformas

O CRM está ajudando na construção de processos, análises comerciais-financeiras e forecasting. Isso é benéfico para mim como gestor.

It is cloud-based, so you can log in from any device to create, edit and update leads in real-time. Because it is cloud-based, you can create, edit, and update leads in real-time from wherever you are.

In addition, it is not possible to differentiate between the lead value that is transient and recurring.

I can make my signups most effective with Nutshell's email outreach. My time is now a much more efficient and simplified process.

With Nutshell, you can easily send out CRM email outreach. Running an email outreach campaign for a person is really simple once I've added them. It helps to keep a better track of sales representatives' sales.

They should definitely add some extra features to the tool which helps. It would be nice if they do add an inbound call feature apart from that the software is good.

Helps me to stay focused on the top of my sales pipelines. Easy to manage and prospects and leads. The database created helps us to not contact the same person already contacted.

I think how easy the app is to make updates.

There are some things that are different from the website and app as far as looks. I would try and streamline the look completly between each.

This allows us to have all sales, PM, and design staff to manage all ranges of the sales process from vague leads to sold projects.

The general process of the Nutshell CRM are very simple to use and it does a lot of the work for you. The import functions that bring in .csvs are great and then creating leads from there is easy.

Any sort of fine-tuning of the software requires you to find weird menus in the settings that aren't overly intuitive. Also, it is easy to add via import but batch deleting can be a pain if you find your email lists aren't completely verified before uploading. It requires clicking on each lead and deleting it numerous times before it completely disappears from the online database.

Overall it helps with the organization of sales contacts for us. At times it is really nice other times the process of entering in a sale is harder than the sale itself.

Nutshell has excellent tracking features and visibility of activity to make sure we are reaching the metrics needed.

The UI can be a little busy, but once you get used to the layout, it becomes pretty easy to navigate.

We can increase our outreach through simple automation tools. Making sure we stay in front of qualified prospects at the rate we need

Nutshell is super customizable which has been a huge benefit for my team! We have a number of unique sales processes as we do not just sell one product. It was quick to get the hang of and the training was easy to follow and all pre recorded!

There is very little I dislike. I have sent a recommendation to the Nutshell team to add a feature so I am sure given their culture of asking clients for feedback, the system will just keep getting better.

We are using Nutshell to manage our sales and customer success processes. A big benefit is how tailored it is to our business. We can also make changes to the sales & customer success processes on our own and do not have to reach out to anyone.

The system to set up my pipeline and leads is excellent.

The tasks and activities system could be better organized to reflect daily priorities as compared to other crm systems.

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It is easy to create email sequences. Which is helpful to stay consistent.

There could be more customization. The email sequences can only be so specific.

Forgetting to send follow ups

I love being able to track the interaction with my emails and see customer engagement in real-time. It lets me know who is serious and who is possibly going to waste my time and resources. Actions speak louder than words! Furthermore, I appreciate how we can also communicate with the leads in various stages that are automatic and seeing the reminders on tasks.

Dislike is a strong word, but all the items I would improve are the following: 1) The app doesn't allow you to communicate with leads. I wish I could send a quick email from this point, but I appreciate seeing the stats and the activities. 2) The app should also not scale on font size settings from the iPhone. It makes the layout all screwy in the lead, people, and business sections. I am nearsighted and have my settings on my phone to larger text font, and I think that messes up the view. 3) As a salesperson, I would like to see a running total on my share of revenues. Right now, I have a custom box that I put in my expected commission, and then I have to export this data to see the total in excel. I think that would motivate salespeople more than seeing the total revenue of the leads in how it relates to the company. And 4) It would be great to move emails synched with the person to specific leads. As a booking agent, I sometimes work on five different shows for one customer. Each booking/lead has particular information. For some reason, either not all the communication on the lead will show up, or it will be just under the person and not the lead it applies. Either make all correspondence show up under every lead tied to the same person or figure out a way for the user to add the convo that applies and remove the ones that don't apply.

It allows me to keep everything in one place and remind me where I left off on each deal. We used to use Asana for this part of the sales process, but it wasn't easy to manage multiple projects simultaneously and follow communications easily. As I mentioned in the "what I love" section, knowing who is a time-waster and who is engaged really helps me dedicate more time to the people I will close a deal on versus chasing people who have no interest in buying.

The ability to see everyone's communication with each client and creating email templates.

Slow loading pages at times, not all the time but it happens.

Follow up emails and not having to re-type all the introductory emails.

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I like how I can easily setup my own custom pipelines and the assign tasks, automations, and integrations to each pipeline.

I'm looking forward to their coming drip email functionality. This is a feature that I leverage a lot in my sales process. Also, need more text messaging functionality.

I use Nutshell within my own agency, but I also recommend and optimize it for my clients. It helps us to have a common CRM platform that we can quickly set up and give clients results.

The sales process that you offer us the nutshell system has been very very complete Because it provides solutions in the sense of offering a specific and detailed sale, its support every time a sale is made is very specific because it maintains the customer happy and concrete sales, so the percentage of sales and traffic has definitely increased is the reason that I like the system, it has provided exponential solutions and its interface is friendly and interactive

I do not have any kind of inconvenience or problems regarding the system, it appeared to me very detailed and complete, but I believe that it can improve in certain aspects by accepting the number of clients we can pass the support to an agent of the company in this way we can provide a solution to doubts or problems, of course only if the client demands it, since the nutshell system alone can achieve it.

Definitively solved the problems of sales, these have increased exponentially as well as the traffic of the web and networks the coupling with the marketing service can achieve that the nutshell system reaches more users and in turn be much more exponential, your service for us has It has been fundamental and it already belongs to the marketing and sales area helping the work team to expand the company, it is great software.

It can be said that a system which has been committed to us and has been such a good service that it is already part of the family within the company, the Nutshell system works to store the information which we want to use for the sales process and the attracting new customers and allowing a marketing service to be coupled to broaden its search for new users and as well as allowing as an analyzer to know the number of users by clicking on the emails so that for us it has fulfilled the main objective of publicizing our company in a much more optimal way mainly. It is very powerful if we can associate it with the marketing system, it does an extraordinary job.

For me there is no type of inconvenience or problem regarding the service to use in systems I believe that it can improve in certain aspects specifically in the memberships for the type of company in order to fit according to the objective of each company, another point in which It would also be perfect to improve for mobile devices to be more optimal the service.

The tools allow us to manage new clients and contact those potential to expand sales within the company in addition to associating with marketing systems allowing to manage traffic services, people are entering our company and increase our traffic, with Nutshell we observe This varieties to enhance each functionality of this service and implemented for us a better design, very happy.