Nutshell Reviews: 4.3/5 — Solid Choice

Easy navigation. Easy to sync to other accounts. etc.

How the Lead, Company, and person interact with one another it is alot of extra work. I fill it could be formatted better.

Organization skills

We have been using Nutshell for nearly 5 years and we absolutely love it. We especially like that we are able to track our leads that have very long sales cycles.

Customization is limited. But that's what we expect for the price.

We are a B2B business with very long sales cycles. We tried other CRMs before this and no other CRM could quite handle repeat B2B leads with long-sales cycles. Our Business Development team is able to make detailed notes for Leads, Companies and People through the various functionalities (notes, activities, meetings, etc.), which then are accessible to the entire team. This is extrememly beneficial because many different people may interact with the lead, company, or person.

The system is easy to navigate, especially using the filters, and I am easily able to look up contacts and keep track of which customers are in which stage of the sales process. Using the filters, I'm able to know which customers I have already reached out to this season, and which customers have purchased our product in previous years, and adjust my sales approach accordingly. The automated email sequence is also great for continuing contact with minimum effort on my part! Frees up so much time!

The automated email sequence doesn't stop if a customer reaches out to me via phone, and sometimes I forget to shut it off manually, which can lead to awkward interactions.

Managing customer relations during the busy holiday sales season. It can be very tedious to find all customers from previous years and keep up with the sales process.

I was looking for a simple CRM with necessary automation and stumbled up on Nutshell. I really like the pipeline management and the dashboard of this product. My most used feature is email sequencing.

I think Nutshell can do better in analytics. I would also like to have cold email and linked-in outreach capabilities. Also, I don't like the marketing tool much.

Nutshell helps me automate some of the followups which used to take a lot of time. The dashboard really helps me to have a complete visibility of my pipeline and help me to plan my daily tasks.

Keep detailed records of customer information, interactions, and history in one place, and Track leads, sales opportunities, and the sales process to improve conversion rates.

For me there is nothing to complain, but CRM software can be expensive, especially for small businesses. Licensing fees, training, and ongoing support costs can add up.

Nutshell centralizes customer information, making it easier to manage and access customer data, including contact details, interactions, and purchase history.

I like the Dashboard the best becuase it allows me to see everything i need in one place, whether it be active leads i need to track off or my tasks for the day.

Considering that i have multiple email addresses for our buisness i wish their was a way to connect at least a secondary email account for tracking and sent receipts.

Its solving the issue of keeping track of contacts and leads, whether that be conversations on the phone, emails, information being shared etc. When you have so many leads and contacts you need one place where that can all be accesible, easy to find and digest. Nutshell helps me stay productive and not let any lead go unturned, or fall through the cracks.

Integrated marketing tools with CRM functions.

Limited mobile app functionality makes it hard to use on the road.

It helps my company track marketing engagement as we are a marketing consulting company. It eliminates the need for several different tools. Nutshell does it all in one place.

The customization available for each type of sales process. Functionality and ease of use. (I'm an admin and user)

Easier automated texting would be great.

Managing leads for potential sales.

Easy to use! Easy to set up your account, set up your team, and to manage leads. Everything is simple. And the Nutshell team made migration of my Salesforce database surpringly easy. Pricing is very reasonable too.

The mobile device app could use some work. I manage leads for my team and with the phone app there are many things I can't see, like who owns an account, which makes it risky for me to assign a new lead using the phone app when I'm away from my PC.

We used to use Salesforce. It was so cumbersome that our sales team avoided it, which made lead tracking a big problem. And the pricing became just too high for my small company. It was clear that we were using the wrong product in Salesforce. Nutshell is very powerful while staying light and covering all the bases for day to day leads, accounts, and lists management.

The speed that the team take on board feedback and implement new features.

I live in a different timezone to Nutshell and the help team don't come on line until late in the day.

A clean way to keep all the relevant information in one place. The ability to run reports on the data and customise most aspects makes for an easy to use product.