Nutshell Reviews: 4.3/5 — Solid Choice

I like that I can bcc emails and have them go in to the site. I like that emails go where the email address is. I like that I can place files in people's records.

I don't like that I can't put one person's email into another person's folder. Very often I have one point person for a client and I wish that their emails could be placed in the clients folder, rather than theirs. It is just messy and hard to use in that regard.

This allows me to offload emails and hold client files on the cloud in a, somewhat, easy way.

The silos help to organize our sales approach

Reporting capability is weak. When I tried to customize certain reports, customer service simply stated the changes were not possible.

It gives us a space on the cloud for those who are not at our campus to log in and see updates on projects. It also allows us to track projects more effectively from start to finish

The filters are helpful for sorting out our target audiences and the pipelines allow our team to stay organized.

There are limits to the email functions and ability to contact people associated with our current leads

We've been able to organize our audience better through tags, which helps us communicate nuanced marketing messaging to different groups. This helps us maximize the potential for new lead generation.

Web access and plenty of integrations (with slack, for example). Easy to learn how to use

I miss some features that would improve the experience a lot, like having the option to clone the lead's history alongside with de cloned lead in itself. It has some bugs sometimes and the activity logs are sometimes lost.

I can have a huge list of clients and companies and leads and it's easy to access in any device and easy to export to sheets

Contact details of all leads in one place. Ease of access to contact details. Tracking of leads and projects. Customization of the landing page.

False-positive reads on emails sent to leads. Emails that are bouncing are not displayed on the company landing page, you have to click the contact to find out that the email is bouncing. It counts sent emails that are opened in Gmail as Read in Nutshell, which is not correct.

The problems I am solving involve finding the contact emails of leads and determining the status of our relationship. The benefits I have realized include being able to view the kind of interactions we have had with the company previously, the kind of projects they have done with us without having to dig too deep.

I like how you manually get to set tasks for contacts and companies, setting the exact time and date to follow up. As an SDR it felt more time consuming, but it allowed me to know specifically who I should be emailing/calling, which leads were hot and which ones I was in contact with. Tip # 1 I would set my "call tasks" for the earliest time so they would pop up in my tasks at the top Tip # 2 Make sure your company is working off of the "Companies" page and not the "Contact" that way you don't have cross threading with contacts, you'll be able to see all communication for the contact on the company page

I disliked how you had to create a "Lead" and a "company" separately, you also had to add contacts under the Lead view on the company, or else they wouldn't show up when you were looking only at the Lead page.

Staying organized and completing outreach for my job as an SDR.

Easy integration with crms /Api / clear help articles/ Better UI

I did not found anything which is not helpful. I hope you are using nutshell to store the responses

Lead management

It is pretty intuitive when you're on the desktop version. The pricing is reasonable.

Incredibly glitchy when using the mobile version and the app. The search functionality could be better. The inability for leads to be "red" after a job is closed. We have steps that occur after the outcome is decided.

It is a good place for us to visually see the steps in the 89-Paint process.

Is a great easy tool and practice to use, it can be synchronized with various emails thus improving the handling of information between different options, it allows you to manage contacts and tasks in a very useful way.

for me it has been a great choice of work so I have no outstanding negative aspects to mention, I think the only negative thing was that for a moment the tool can be frozen but this in a matter of minutes manages to improve.

It is a tool that gives you many benefits while you use it because thanks to it you can maintain an effective contact with your customers, greatly improving the way the process of capture and sale is developed.

Easy to look up leads and great notification for updates needed and followups with clients

Too many sections that contain the same information. Can all be steamlined into one.

Keeping track of leads and where we are with them

Navigation seems to be fairly easy. I can typically find what and who I want within a couple of clicks.

Ok, I was recently trying to get a subset of companies, contacts, and emails. Nutshell would not do what I wanted. I actually had to run two separate reports to get the data. The bad part was manually going through the reports to integrate the data. This was a real problem.

I'm the marketing guy, so most of what I need and use is finding relevant information about clients and potential clients. Sales is more concerned with the way the pipeline works.

Ability to filter certain elements, collect insights.

Challenges with reporting and collecting the information I'm really dialing down to.

Tracking leads, deals, bookings and revenue. Ease of quick insights for all of these items, but not always as robust as I would hope.

Good categorisation for clients. I can sort lists easily to find out who is where or when who hasn't been contacted in a while.

There is not much support when it comes to integrating other tools or if you mention something is not working or could be working much better - you just get told to "suggest it in the community forum" to get "votes". It's not a feature I'm suggesting - it's not working.

The ability to see communication to clients from other team members is invaluable - it has saved me from many embarrassing phone calls.

The simplicity and clarity in organizing contacts and companies

It does not track emails well with the inputted contacts and companies on the website. Salesforce does it a bit better but Nutshells price is far more attractive

Nutshell works perfectly for my company, it simply allows my team members and managers to see who is on what account and what the progress is on an account. Its best at the simpler things.

Easy to set up and relatively low cost. Import and Export features all as you'd expect and need.

We run a publishing business and we decided to move to a different CRM that integrated better with our publishing cycle and included some editorial planning features.

Keeping track of prospects and sales. It was great to have a database of our advertisers in one place.

Communication logs in each profile showing chronological communication

Search feature, incorrect duplicate suggestions, wrong location mapping

Breaking down silos between teams and picking up communication where left off.

Our team makes Nutshell work for what we need because we're not necessarily a sales team. We use it mostly for the processes as we need an easy to change to-do list for the processes we have in place.

When you update a process, it adds in the new tasks/updates to the current leads. This is super inconvenient for the way we use Nutshell. It causes so much additional work for our team to go back and get rid of those added tasks.

We've been utilizing tags more, and we use the 'tasks' as a way to keep easy notes on our leads.

The portal is easy to access and update your various leads. The sorting/ability to customize the process and your views is nice.

Doesn't integrate to other applications, is NOT responsive and doesn't offer a mobile app, the UI is a bit dated. Reports could be more intuitive as well. No real time collaboration on leads.

We store all potential projects (leads) in Nutshell to manage our sales pipeline. Nutshell helps show us what is coming and when including what specific services/needs are included in the project. It helps plan for resourcing, sales goals, and helps drive our company forward.

Easy to use and quite flexible. There are many options and you can use it to manage a lot or you can use it for simple tasks

The timeline on the leads (where all of the project messages go) is completely useless if you have several projects with the same client. If you send an email and bcc@nutshell.com the email will get recorded on all of the leads associated with that client so you will end up with a ton of messages that don't belong to the lead. It is quite frustrating, to say the least, to go through the timelines in meetings reviewing leads and not being able to see information that it is relevant to that lead. Salespeople particularly have no patience for this.

Lead assignment including territories.

I think the platform works great. It was a great way to make contracts more visible and each customer easy to track

We used it for contract management and it was time consuming to enter in schedule of values

Sales management

It is easy to add contacts, notes on them, and where they stand in the lead process. It's also easy to update them to change out whether they're quality or not, they've been won (and for how much), and so forth. Great overview overall.

The bugs. It is way too buggy and there is a learning curve—we have to schedule calls for new members in order to show them how it works and what our own process for updating is. For the bugs, it's mainly been misattribution and duplicates. Our form passes along parameters, it's all good until Nutshell generates the contact. It'll either (a) clip off some of the parameters, or (b) create a contact with name then create an empty contact with the parameters.

We use it to improve our productivity. It is good as a standalone product for reviewing where every lead stands and accompanying information, but it's been used for calls mostly. If anybody has a question on a particular person, we go to Nutshell to bring them up and see where they're at, plus notes on them. Makes meetings on leads go by faster.

One of the things that I liked the most was that it would list the people linked to a certain account at the top of each persons profile. This made things much easier when you are trying to figure who is involved with a certain company.

There were unfortunately many things that I disliked about the software. The search tool was probably the worst part if it all. I hate to give them a bad review but the search tool did not understand anything I would want to search, and the only way to successfully search a client or company name was to spell it out completely. Which defeats the purpose of a drop down for the search tool.

Nutshell was a great software in the beginning for a CRM software. There were many benefits to the software such as a easy way to keep all of your client's information together and to track your conversations and interactions with them.

CRM does not have to be complicated or expensive. Easy to set up and get going. Nutshell makes using a CRM pretty straight forward. The interface does not lag and the UI/UX is good. They have come a long way helping sales teams who want to keep track of their metrics and for managers to drill down in reports to see where improvements can occur as well as forecast.

While Nutshell desires to be a very easy to use CRM, they do not have the dashboard analytics and reports that are available with other programs.

Nutshell helps define and track the sales process in order to create more opportunities, close, and recognize revenue. Cuts down the hassle of needing to spend time and money to customize for a specific business. Very inexpensive CRM option.

Enjoy the lead stats in an easy to view format. The dashboard is generally very clear, although the new update isn't my favorite. Admin view of what all sales reps are doing is super helpful.

The ability to bulk update tasks would be a huge benefit that Nutshell hasn't realized yet. The import from a CSV leaves something to be desired...especially larger imports such as when we added our entire database or larger groups of new contacts.

Time management when tracking tasks and assigning prospects to sales reps has gotten much quicker.

I like the clean look of the software and my favorite tool is that one that allows me to take a picture of a business card and it puts the person into my database. Also like the feature that allows me to makes calls from within the app and log it as I go

Hours of customer service is weak. Appearntly the west coast customers are not as desirable as east coast If you don't make a call by 11am you will not reach them. So for west coast customers we have 1/3 of the day to discover a problem or we are supportless. The problem of duplicates still remains. Sometimes they're are 5-10 of same clients. Need a better method of cleaning. Reports are very limited.

Contact management. Seeing clients activity anywhere I am

I like the fact that you can customize it to fit whatever needs you have, and the versatility to change when needs change.

The fact that changes aren't retroactive; changes made to the system only execute going forward.....in some ways this is good, but not when you are changing workflow on a contact cycle.

CRM to manage contacts

The interface is intuitive and it's easy to customize reporting and special fields.

Notifications are sometimes iffy (you don't automatically get notified of changes others make to your leads unless you proactively subscribe).

Nutshell has made working together on the sales pipeline much easier. Being able to document phone calls and demos in one place is a huge time-saver, and makes our responsiveness to new inquiries much better.

Very easy to use / Customer support is great and to get telephony at their prices is awesome.

Didn't do all I needed, for my spacific needs. Calling 1000's of leads and tracking them as Perminate Clients

None - I stopped using it

Search functionality for finding contact information

Implementation is not as fast as I would like, as building out your custom pipelines requires fairly detailed decision making and mapping, but once this step is done, Nutshell works great

Team visibility of interactions with shared clients

I can follow emails send out and received for the whole company.

it can be slow going through the timeline.

I use it to track the activities and engagement of the team.