Nutshell Reviews: 4.3/5 — Solid Choice

Easy to use and very informative. Being informed of upgrades.

Can't find a fault. After one learns its format it is nice to have.

All in our system can see our progress and we can all act as a team on a project

The best thing about Nutshell is how easy it is to maneuver from one to another. I can easily look up contacts or a list of contacts in a quick and efficient way. I also love the email templates. The custom fields aspect has been also a valuable attribute that Nutshell offers.

I wish I could connect contacts. I'm not exactly sure the best way to do this, but I have many contacts that are spouses. Nutshell may also want to consider creating their own meeting scheduling tool like calendly or I use youcanbookme.com.

Nutshell helps me track client interaction and email tracking.

Nutshell is so easy to use. I am new to the sales world and the previous CRM that we were using was so confusing and tedious. I felt like I was not being efficient with my time or able to keep up with notes and updates for my profiles. But with nutshell they make it so easy. Everything is separated into categories and there's 24 hour help and videos if needed. I use nutshell everyday and can say that my notes and time management have exceeded expectations. I can even lay out different categories on my dashboard for easy to find things. Without having to go through a lot of different hoops. I recommend nutshell to any business starting off and feel overwhelmed by how many CRM's are out there. The implementation is direct and simple. And allows you to set your own pipelines. Nutshells integration if made for you as a business not for them.

If you have a lot of accounts it tends to lag. Making it frustrating sometimes when you are trying to update accounts. Email portal sometimes glitches

With each dilemma that has come up. Whether it be with the emails, storage space, or whatever concern is brought up. They have been nothing but helpful about getting us through it. With live support you can talk to someone when you need to . But they are also available to set up virtual meetings to go over any concerns the user has. And works hard and taking feedback and trying to integrate it with their app.

I looked into a couple different CRM/Marketing softwares for my employer and this one caught my attention right away. I like how user friendly it is. It even has a "Nutshell Intelligence" where it offers information about the company you're adding, saving time adding information in. Customer support is also a huge plus. They offered one on one help, and plenty of videos to watch.

The ONLY downside is that sometimes Nutshell isn't up to date on the addresses/info on Nutshell Intelligence, but Google-ing the address to double check isn't the end of the world/

Having all of our customer base in one place, showing when we contacted them, what we sent, and also tools to market to them.

I love the ease of its use the most. We have been using this platform for several years.

Not many downsides I can think of! That speaks for their value!

Manages our member and non member database.

I like that it is very effective in communicating with the rest of my team and keeping in contact with clients.

Some of the untimely moments the software doesn't work

It helped solved the ability to see what is causing engagement with clients

The functionality is critical to our new business initiatives. The ability to segment, organize, and then market to our customer base and potential customer base has been a game changer.

The scheduler is something we will use in the future once it's a bit more robust with connectivity and functionality. Otherwise there really isn't much we aren't able to do pretty easily.

Organizing our customer base by allowing us to add properties to define our customer profiles. Then, we can deploy targeted marketing strategies to show customers what they want to see - not just send generic blasts to our whole customer base.

Nutshell is a company made of truly empathetic and worried people. They'll be kind to you, try to understand you, and be candid and true. After using other providers like Hubspot, I can tell Nutshell is different. It is easy to set up, easier to use and has a strong customer support. I use it almost every day.

I still want a better experience in bulk personalized emails. There are still some features missing there.

One-stop-shop of essential, yet complete information on leads - who are they, what is the log of activities with them and what are the next steps

Flexibility , process creation, customer support

I do not have dislikes for this app All good

tracking of quotes and customer communication

I really enjoying using Nutshell for our CRM for our home care company. Everything is laid out so great and very user friendly. The pipeline, down to the stages, and data colletion is amazing!

I don't have anything negative to say as it serves the purpose in all areas for our business right now.

Nutshell is helping us to track how many clients we are onboarding per month and the amount of ROI being spent as well.

I love how it's customizable and very easy to use. The customer support is amazing and they are beyond helpful whenever there is an issue, which is usually some user error. I use Nutshell daily and compared to other CRM systems it is much more user-friendly and customizable. They even have training videos and a chat feature to get assistance if needed. The videos are cheesy but in a funny way.

I have not found something major to dislike. A small annoyance would be the name Nutshell. Spell/grammar check always sends up a red flag.

We use it to track everything. If we didn't have Nutshell we would have a zillion spread sheets.

'I love that I can see set up a sequence of emails that go out withought me having to do anything.

Sometimes using Nutshell can make the emails seem less personal.

I was having a hard time keeping track of leads when they didn't respond. Nutshell has solved that issue by sending out mupltiple automated emails when the lead hasn't responded. It has helped increase the response from leads greatly.

Simple and generally intuitive. Love the mapping. Excellent customer support.

When "cutting & pasting" an address into Nutshell you have to be attentive to making sure the info gets into the correct fields to make sure the map functions correctly. The address fields don't readily understand non-US addresses.

Tracking and targeting prospects. Staying in touch with our users.

The hardest part about CRMs for us in the past was the buy in from our sales team. The complexity and design just never inspired them to see it as the "source of truth" we hoped for. Not with Nutshell. Our team enjoys using it, finds it simple to navigate and as a result they actually use it!

Originally it was the lack of integrations but now with Slack showing everyone when we win a deal and built-in forms for advertising it seems like the downsides are dissapearing quickly.

The biggest problem Nutshell is solving for us is organizing sales info. Knowing who talked to who, when, results, etc really helps us find our success. We can see where most customers drop off and learn how to make our processes better. It's also great when reassigning customers to a new rep because all the info is there and it's really simple.

I love the attractive interface and how easy it is to import and manually add data. The reports are detailed and can be catered to almost any situation. I have used a few other products in this area, but Nutshell is by far the most user friendly and cost effective than the others.

There are some features (like forms and drip campaigns) that are fairly limited. If you have specific targets and goals for campaigns that are based on specific dates rather than date ranges, this may not be the best solution.

Nutshell has an attractive space to keep track of leads, clients, and sales.

Makes it quite easy for us to understand exactly how much outreach we need to do.

One thing I would like to do is send mass emals that include attached images.

Outreach is simplified drastically.

Nutshell has proven absolutely critical to helping our newly established firm get off the ground and build our business from the ground up. It's allowed each member of our team to collaborate more efficiently and effectively.

The app could be better. I'd like it to better mirror the desktop version.

Keeping track of our outreach to potential clients and business leads.

What is most helpful about nutshell is how customizable it is. Very user friendly.

searching through people sometime overlaps with the companies (which i use companies for building address's) and shows multpile people that should not be under the companies. However, I can filter out by the notes i put under the people colum, which works for the meantime. The app on my Iphone is not user friendly.

organizing and prioritizing.

Easy to add leads Easy to filter through leads Adding confidence level

One minor thing, but you can´t select category of a lead (e.g. automotive). You need to add a company and select category on a company level.

Overview of sales pipeline first and foremost. We have a clear idea of number of leads, pipeline size etc. Clear and easy to use.

It is very affordable and easy to use. Customer service has always been quick to respond and so helpful

It is difficult to run reports that I need for tracking

It helps to keep track of our clients and follow up

Six users on Nutshell Foundation level is really working for us. The support team are excellent and the product is has met all of our goals. The product is very easy to use and to train others.

The leap in cost between subscription pages.

Communication and scheduling.

The customer service and the ease of making content. There is a learning curve but that is to be expected.

I do not like that there is a cache problem.

It has helped us send out broadcasts for our multiple sales people. Plus we just had some help sending out a newsletter when there were issues.

so easy to enter leads, and follow up. Great way to stay in front of accounts, and keep on task with communication.

I wish it has more templates for sending out flyers. was not as easy to navigate as other funtions.

reminders to reach out to current contacts. task reminders after a scheduled event.

Their Email outreach is the best feature I like the most. I can send mass mail to 10000 contacts in one go at a reasonable price.

Their reporting and advanced searches need some improvement.

Nutshell helps me run a mass email campaign efficiently.

easy to use and organize for small teams, lots of useful features

nothing in particular, everything worked well for us

Helped us organize our contact database and set up funnel.

It helps me to stay organized and track my leads and referrals. It also is a good reference point for contact cards. I refer to it weekly and use it whenever I call someone. Their training and support was really helpful.

Nothing I have found it to be very useful.

Tracking outreach and lead engagement.

Nutshell is easy to use and navigate and helps organize everything that you need. As a CRM it has been vital to the success of our business.

Nutshell is very robust and at times it seems as if it pulls the wrong emails into our Leads that are not applicable, so I do have to do some cleanup to make sure the correct emails are in the correct Leads. Also, it often asks if things are "duplicates" that are not, which can be somewhat annoying but is not a huge deal

It really helps with organization and email marketing and keeping track of Sales and Leads. Also, with milestones it helps with keeping everything on track and everyone accountable.

Nutshell reps have contacted me often enough where I feel I can reach out for any questions. I have online videos I can watch for resource, and the product is not complicated to use! My company uses this every day, and it is required for me to maintain my leads and follows ups.

I don't see any downsides. I have only been using Nutshell for 6 months, but there are many ways to be able to learn! It was easy for me to get started and I even had a helpful tracklist to onboarding to get me started!

Nutshell is solving the "cracks". I believe Nutshell takes most of the human error out, and helps to ensure consistency!

The best part about Nutshell is how customizable it is for our company as well as each user can customize how they view their dashboard and data. It also integrates great with 3rd parties like Quickbooks, Outlook, and RingCentral. It is a great tool for our small comapny without having to completely overhaul how we do things day to day.

Easy if you use csv. file to import data but is a little cumbersome if you need to enter it manually.

Biggest problem it somes is giving us an organzied way or our sales team to collaborate and tracking our sales performance. It allows us to seamlessly pass a project from one person to the next without losing any data or ideas. It also helps us keep all of our communication and files in one place which makes it so much easier for every step of the sales process.

I like the integration with gmail. I like that ability to save cards to my dashboard so I can see all my upcoming renewals in one place.

The task section is a little messy.I don't reeally know how to describe it but I wish I could see tasks for myself that were manually created and not an automatic tasks that was prompted by the setup.

Solves having to search thru my email for recent communication. Solves losing track of potential sales leads because I can see all lost leads with lead filters. This benefits me because I can set goals for myself based on leads I want to win for the next quarter, and speeds up my workflow, because I am not wasting time scouring thru old emails searchign for where I left off with a client.