Nutshell Reviews: 4.3/5 — Solid Choice

The facility to navigate between different stages

Repeat informations - sometimes I need to enter the information at 2 locations.

Ability to search information by name or by company name.

intuitive and easy to use...its easy to go from account to contact to booking etc

Great as a CRM but for Hospitality we also need functionality to block space, create Banquet Event Orders etc.

activity tracking and funnel

Easy to use interface! Awesome integration tools. Keeps track of emails sent to clients very easily and syncs with our financial systems so there's never any questions about if a client received or didn't receive communication!

There have been some reports in the past that we couldn't pull but I think that's fixed now. I wish it wasn't so easy to click back to a previous stage, but I think that's more of a user error.

Product sales tracking and customer / client communication tracking all in one place. Helps to not overlap in communication with our clients.

Love the support available through articles, staff and their support ticket system. Love that I can get with our "success stratgist" and discuss the way we use Nutshell and that we work together to form solutions and that feedback is forwarded on to the appropriate departments and followed up with in a timely maner.

Nothing comes to mind, there are things that don't always work the way we need them. However, we don't always use functions of the CRM how they are intended to be used so we understand it's a give and take and we're happy to work together to help develop our use of the system .

Keeping track of our leads and making following up easy!

I love tracking my leads and how user friendly it is overall!

I wish I could invoice directly though nutshell

Is showing how many sales we convert so we know if we need to improve our processes.

I like how simple it is to use the features

I feel like calendar could be done better. When scheduling a call, I have to either create a card or exit out of the record and view a card for the number of open slots in a particular day.

serves as a central log for proscpect records

Nutshell CRM is an excellent solution that offers powerful yet easy-to-use sales process automation functionality. While we are a newer company, we sell to larger companies, so we have a longer and more complex sales cycle. Accordingly, we needed a CRM that was built for a stage-by-stage B2B sales process. Since our prospective customer and sales account targets are of high value, we utilize the next-action sales process. Which Nutshell is a perfect fit for, so that no leads in our sales process can slip through the cracks or allow the sales rep to skip sales process steps. Additionally, we wanted to have marketing functionality available with our CRM of choice, such as email marketing and landing pages, but didn't want to have too many add-ons or features that we don't need, which makes the CRM software too confusing to configure. If you're looking for a CRM that is easy to use, feature-rich, and offers exceptional value for money, the Nutshell CRM is an excellent choice.

It would be helpful if Nutshell offered more professional services to assist us in connecting Nutshell to other software products, such as our accounting system. Since we are a newer company, and don't have the time to do this ourselves.

Need an affordable CRM, that was built to support our B2B/next-action sales process vs many CRMs are built to support a "mass B2C" sales process

accessbility across different electronic devices and campaign facilitation.

little aethetic bugs. sometimes feels low effort or not enough staff

Remembering thousands of clients and where we left off last.

It is a great tool to keep track of all customer contacts & interactions. I am able to see who is opening emails. Also great to track closed leads & always know what my sales numbers are. Lots of options to help you customize to suit your needs.

I would like to be able to create a sortable report that shows customers & orders (based on leads I have input) It may be something available to our admin but I cannnot find a way to do as a user.

It helps me to stay organzed & keep track of all coorespondance.

We've been able to leverage Nutshell to connect with our website and help with our guerilla marketing. Nutshell is where all of our contact form leads from the website go to and it gives us a nice way to manage those and respond/track, etc. We've also been able to try out some targeted email marketing to try for some longshot contacts. It has been a good tool for us.

Our team is small and we aren't all necessarily in the same category of employee. Working in the paradigm of a 1 user/1 license is not always practical. It's not that difficult, but it is one area that would be simpler if we could not explicitly rely on one user/one license.

Nutshell is a tool for us to track and keep all of our website leads in one place, track them and respond.

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.

Feature-rich, great support, constant updates, automations, and ability to have API's and integrations

Would like more direct integrations and options to change the interface and UI a bit more. The mobile App version is not very useful and is clunky / bad UI so we don't use it.

It allows us to stay 100% on track with our sales objectives, targets, and key customers.

Nutshell helps me keep all my leads, contacts, documents, and notes connected. I really utilize the tagging feature to organize all my data.

I wish the mapping feature was more interactive. Being on the road a lot, I like to see what clients are near by that i have visited before and may need to follow up with.

Nutshell solves the hassle of having to dig through emails and remember when the last time and where you left off with prospective customers. I really make use of customer contract end dates and follow up reminders.

We were looking for a simple, easy and inexpensive sales system to log accounts, and sales leads,etc. Nutshell has been nothing but accomodating. They are very easy to contact and chat with with on any questions I have had.There are so many more features they offer that we purchased that I havent delved into yet, like their email offerings which I am excited to utilize,after researching several companies we new they were going to fit our needs perfectly. Nancy P.

I havent come across anything I do not like thus far.

Easy to use,and easy to tag accounts for sorting.

Nutshell is very straightforward and easy to use. It helps our team with tracking prospecting, calls, emails and order.

There's not much to dislike. Even when I have questions, their team is quick to answer and offer help.

It solves our needs for activity tracking. Recording sales and keepng communication records.

facile et efficace. nous aimons aussi les udaptes . facile de leur écrire

le produit est relativement cher. en ayant deux entreprises nous nous demandons si nous en en mesure de nous offrir deux CRM

organiser les ventes

I like that it's easy to use which means easy to train new employees on and easy to get buy in for them to use !

It is a little simplistic so I wish there were some more in depth reports we could run.

Keeping track of who we sell to and how often we are in communication

I like the user-friendly intuitive interface and the low learning curve. Its integration with third party software is exceptional hence streamlining workflow increasing our overall performance. Not forgetting the friendship support team, that is available for any support needed at anytime.

Overall experience is amazing, i lack anything to dislike.

We have been able to manage our complex workflows minimizing time wastage and costs. We have easily manage our sales data for accurate analysis and reports.

The best thing about Nutshell is it's user-friendly interface and intuitive designer which made my team to navigate and use effectively. The platform's scalability is also appreciated, allowing my business to benefit from its functionalities. Ease of implementation, integration, customer support are some of the other factors which prove advantages of Nutshell.

There's nothing to dislike about Nutshell I would like to point out. But in fact, Nutshell pricing is could be considered relatively higher compared to other various CRM options. But the fact that it provides better features than other services makes it highly demanded and high frequency of use.

Nutshell offers robust sales automation features, contact management, and customizable reporting, providing my business with a comprehensive tool to streamline the sales processes. The platform's scalability is also appreciated, allowing businesses of small size to benefit from its functionalities.

Nutshell is ready to use right from the start, with simple integration set-up, but is very flexible. I've been able to customize it to fit our business with mutliple pipelines and offerings. It's complex in it's functionality but simple to use. We use it all day every day.

As an Executive Search firm I've had to create a non-standard customization to have multiple contact types (employers & candidates). It would be a little easier to have that built in, but it works well.

Nutshell helps us manage prospects, client, and candidates through marketing, pre-sales, and delivering solutions.

I have used many CRM's over my sales career. I found that Nutshell is simple, yet powerful enough to help you be successful. It isn't overwhelming. I picked it up immediately without training and was able to use it from the first time I signed on.

Sometimes there is a delay when updates are made to bsuiness information. I sometimes have had to wait a couple hours for information to update. Not very often though.

The ability to integrate with my email and track who I have emailed and when without having to input the information myself.