Nutshell Reviews & Product Details

1) Nutshell Marketing. Has revolutionized our ability to stay in touch with clients, to market to clients, and to move freight. Literally equivalent to an FTE, or more. 2) Project Management. Allows us to keep up-to-date tabs on 100+ simultaneous projects. 3) Customer Support. Prompt. Genuinely interested. Genuinely helpful and responsive.

Apart from a couple of niggling details, I have zero complaints about Nutshell.

See above. Nutshell has been transformative in helping us improve our marketing to and communications with clients and service providers. We are SO much more efficient. Our weekly sales/project reviews have been driven by Nutshell for years. In our busiest season we need to track dozens of projects in various stages of sales, implementation, and closeout. I cannot imagine how we would do this without Nutshell. I know we are using only a fraction of Nutshell's total capabilities, but that fraction is absolutely critical to our sucess.

efficient and really user friendly. really improved our organization

the price is a little bit high and only in english

Sales and project management

The ability to tailor and organize entries for your purposes + the email plugin to track activity

The export function seems limited. I use this to print out lists and there's not much configuration I've found to tailor what fields are included.

It gives me a single source of truth for outreach activities to a large area with many people doing outreach

East to set up. Simple to use. A great CRM

Nothing to dislike at the moment. A really cool CRM

Helping streamline the sales pricess and organise leads

I love how easy it is to navigate. It makes the sales process super easy. The number of features are also a great addition and allowed my company to push newsletters on the platform and cut another login.

I wish it was easier to assign contacts and leads in a mass form. You have to go into each lead and reassign them if you are changing them to a different rep.

Nutshell solves time-saving problems and allows our reps to make easy notes and keep track of each prospect/client in their pipeline. It also allows us to create newsletters and track sales analytics in one space.

I love how easy it is to create pipelines and automation with every stage of the pipeline.

I would see if they could do more cold outreach funnels.

They are keeping my pipeline clean and manageable so that I know who my hot leads are.

It takes away the burden and task of emailing prospects while establishing a highly consistent marketing plan. Learning each day of prospective clients scheduling a call is impressive and uplifting

I don't believe I've seen any downside to using Nutshell

Saves time; Creates consistency; and schedules calls with prospects with results

I like being able to set tasks for following up with clients and potential clients.

Sometimes there are too many filters or things to check and uncheck to find exactly what I am looking for.

It helps us keep track of sales as a team. It also helps us make sure we aren't all contacting the same people.

How it integrates diffrent aspects email, scheduling and other featutes all i one platform makes customer relations an easy task

I had a few challenges viewing contatcs I had uploaded because I was not an admin but this was resolved

It simplifies our CRM needs as we have multiple departments that handle diffrent aspects of customer data hence Nutshell has made it easier to have / do all our sales engagement in one place and track this for the whole team.

I have used Nutshell for the past 6 months and loved my experience. The setup is easy and the functionability is great. I would recommend Nutshell to anyone who is searching for a CRM that will not charge you an arm and a leg. Customer Support is great to work with as well.

I cannot think of any downsides to Nutshell. They did not have the ability to have a calender that you could schedule but they now have that feature.

I use nutshell for CRM. They manage my clients, pipelines, and email blasts. I do have collegues that use the marketing side but I do not.