Nutshell Reviews: 4.3/5 — Solid Choice

As a Consultant in Executive Search and Selection I have been able to customise Nutshell for my unique and bespoke work.

If anything it is maybe very much geared to product sales versus bespoke service led offerings.

Allows me to manage a pipeline for a) executive search and selection briefs, and b) candidates. As a CRM it is vital for contacting and tracking candidates in their careers.

The best thing about NS is the ability to keep all records, meetings, follow-ups in one place as we generate and pursue new leads.

The only thing we dislike about Nutshell is the current mobile app. It's a little underdeveloped and wonky to use.

Nutshell recently addressed an issue that has helped tremendously. We have multiple leads from the same company and prior to the change, and email for one specific lead would poplulate all leads with that specific company. Now, we can stipulate which lead a specific email is associated with.

Nutshell is easy to set up and use. It has all the CRM features our business needs and is a perfect solution for everything we wanted when we set out to evaluate different options. It's also very reliable and offers good and fast customer service. Their marketing and analytics features are great and easy to use and we dropped MailChimp and moved everything over. Extraordinarily high value for the price and a perfect solution for our business.

They recently discontinued phone customer service so tbd on how their chat/email support is. And if you need all the customizations like those available with SalesForce or HubSpot, this doesn't have it. In our case, we don't need that level of detail.

CRM needs, sales needs, team effectiveness analytics and performance management, email marketing, website registration form, sales analytics

Nutshell has the capability to streamline all of your organization's processes in a very intuitive, straightforward manner.

Love the system and would do anything to use it at our organization currently!

No current problems.

Great way to stay organized and maintain sales.

I don't have anything to say that i disklike.

lead organization

I love how easy Nutshell is to use. The product is very robust and cost effective. For us, this is a dream product because of the price, performance and customer support!

Company limits and some issues with merging records. There are some minor bugs we come across but in general we can get those issues resolved with the great and attentive staff at Nutshell!

We use Nutshell as our CRM so it solves our sales problems and customer relationship management daily. With this tool we are able to organize the sales and marketing team and greatly improve efficiency!

Nutshell's user-friendly interface and it's built-in CRM features make it a top choice. Setting reminders, overall flexibility ( so you can use it like you need to) tracking critical data, and the dedicated support provided are far better than industry-averages. It is by far the best CRM I have ever used.

It would be nice if the technology kept pace with SPAM filter protocols. As is, it still does an exceptional product.

We have the ability with Nutshell to get a 10,000 foot view of all we are tracking and and that is critical.

The post-sales support from Nutshell is the primary reason I chose the platform. Suffice it to say I have not been disappointed. After using the service for a few months we've been able to come back and fine-tune our processes all with the help of a product expert and most importantly AT NO ADDITIONAL COST.

My biggest challenge using the service is getting acclimated to their terminology. For example, their use of Leads can refer to several different pipelines and/or processes. I'd prefer to be able to rename these internally, but it's not a deal breaker for sure.

I was looking for a platform that could manage multiple pipelines while giving my team transparency about their own successes. Nutshell has delivered on both fronts. Once an item has been keyed into the system it can be adapted for multiple contact points and leads making duplicate entries a thing of the past.

I love the overview it gives me and that i can easily find my customers and follow up on everything i do. the task function is my best friend and makes my work so much easier

I still haven´t found something that i dont like about Nutshell, it really is a great tool for my everyday work. I could say that it has some issues since I´m not using it in English but thats really not a big deal.

It´s keeping track on all my customers so that I can easily access emails, notes on phone calls, documents related to bookings, task and follow ups. It takes less time to connect with customers thanks to the possibility to write notes and information in the customer profile. it also makes it easy for other on my team to connect with the customers since they see all the information above.

We use nutshell to track our leads and quote projects; the integration with PandaDoc is an excellent tool if you like all the templates used through panda. Their marketing tool allows you to send marketing emails without exiting your CRM; this makes it convenient and reduces the cost of paying for a third-party marketing app.

I wish they had a better interface on their app, the app works, but it can be a little confusing, and you cannot get all the functionality you get on your computer. Also, it would be better if they had an app optimized for IPads; currently, ipads and phones share the same app.

Nutshell is helping us follow up on our leads by creating different user tasks. It also allows our marketing person to filter contacts fast to send out email marketing.