Nutshell Reviews: 4.3/5 — Solid Choice

Nutshell provides great customer service and is quick to respond. The sales pipeline tools and reporting is nice but you must have the Pro version to obtain these additional features which are worth the upgrade.

The primary negative I have found is when importing a new list. Unless the company or person name matches identically to what is in Nutshell, the record may be duplicated.

We have been able to provide our open sales leads in a report for the executive team so they see what the forecast is and what can be expected to receive in revenue for the company. The dashboards, which can be customized give me a lot of great information at a quick glance, including the activities my team is completing.

Simple to use, we moved down from the "full service" package with an account manager because it was easy enough to handle on our own.

Unable to split revenue for projects across years or quarters, this is a big part of how we do our financial reporting so we have to handle this aspect manually outside of Nutshell. Integrations could be a bit easier if more were built directly into Nutshell.

Easier access to our sales info for admins and sales users. Significantly improved reporting and time savings from automation.

We absolutely love that we can sync our emails to ensure we don't overlap communication with our clients. As primarily remote employees, this is the best feature that most other CRMs do not offer!

It's a little pricey for small businesses and teams!

Client communication and leas! The benefits again are that we can see our team member's communcation!

Simple Menus, easy to find how to create inputs

integration with QBO is not direct it has to go through a 3rd party

Contact Management and communivation

I like the ease of customizing almost everything. It's fairly intuitive and they have many systems which allow for simplifying repetitive activities. I like being able to edit directly from the main lists. I also mostly like the email sync. I love the whiteglove service as we've needed customer service for a variety of issues and support. The phone app which can upload business cards with just a photo is a great timesaver.

I'm struggling with the email sync not feeling consistent. There are certain features that don't exist in the system, which would make it easier to use. instead of creating groups, which then fully excludes that group from viewing other information, it would be helpful if you could create groups or teams and then set different levels of access. Some people might be on multiple teams so this function doesn't work. I also wish that a pipeline could begin in one way and then branch off into multiple pipeline directions depending on the scenario and workflow. We found a work around but it's a little bit wonky.

We are allowing C-Suite to see what activity is happening in different departments from a sales perspective as well as a pipleline development perspective. We're now able to see who is working on which lead so that we don't duplicate efforts or step on each other's toes.

Nutshell has a variety of tools that allow us to manage clients and thus contacting clients is a simple sales and marketing service. It also helps with our billing and sales organization and takes away a lot of headaches. Its updates have corrected some errors that it has had. and the best thing is its technical support.

I do not have problems with the system, it seems to me that it can improve its tools since adding features will always help. The rest I do not have much to say about what negativity is concerned, occasionally that the platform has frozen but nothing that be important.

He helped us to manage and organize clients, to have effective feedback and thus focus directly on them to improve our product. In addition to their sales tools they have improved and new clients are notorious in the statistics of our website, so I am happy with the tools that the CRM systems offer us can help the company a lot and in our case to improve it.

Nutshell has made a lot of recent improvements that have increased my usability greatly. The new reporting engine is a huge step in the right direction!

Changes to the product seem to come at odd times throughout the workday, which can be pretty disconcerting. Also, the way that Companies, People, and Leads interact is more rigid than I would like.

A simple tool to track the sales process and communication with prospects.

Nutshell is easy to use, has a great reporting suite and has an invaluable export facility. Record communication against individual records, linking directly with outlook email and other social media platforms. Record and track leads for pipelines and forecasts. Download the Mobile app which is perfect for use out in the filed. Set tasks/activities which pop up as reminders to help organise your day. Great map view which allows you to filter customers/prospects via area. This helps us see gaps in customer base and allows us to target these areas. It also helps us organise our site visits to our customers as we can clearly see who is situated where in the country. Easy to add new users onto the system with a fair pricing structure. Very easy import/export facility of data. Very good for mass email shots etc. Set your own dashboard with quotes for teams over the month, quarter year etc. Draw comparisons on calls, leads and sales from the previous year. An overall good product which our teams rely on, on a daily basis to help organise/record and track our actions and overall objectives.

There are some improvements i would like to certain reports, but appreciate these aren't necessarily standard. Setting quotas could be a little more intuitive. The dashboard could be developed a little further in the future.

The ability to track leads and gain information as to why certain leads fell through etc is invaluable. Great for forecasting and creating pipelines. Excellent for communication. If i am away and my colleague takes a call from one of my customers, they can log into that customer and look at whats on going without me having to be present. Having all of our information centralised makes life so much easier.

Essentially the most important point relating to this computer software is always that the flexibility and operation ensure it is an easy and effective endless our income and marketing and advertising routines and in addition get yourself a whole lot of cash in on these income and marketing and advertising items. It truly is perfect for monitoring the good results of various product sales marketing campaign. Additionally, it is a useful product sales CRM. Nutshell CRM has every one of the equipment to generate a company far more productive.

The initial dilemma I really do not like relating to this application is always that the framework in the qualified prospects just isn't the top. In addition, I actually really don't such as the formats of sales opportunities to accounts for income and marketing and advertising method. The one more difficulty relating to this application is furthermore, it took a while for brand spanking new end users to understand the way to utilize it efficiently.

Nutshell constantly authorized me to trace the incomes, billing ,product sales, taxes and marketing and advertising. I am able to very easily keep the info for that very good buyer provider within a far more productive way. I am able to simply control my accounts and finance within a lot more successful ways with all the support of the CRM.

The simplicity of the tool. We can easily navigate the 2 different pipelines we have and pull reporting at any time. The support team is also very accessible and responds quickly.

Some of the appearances could use some development. The way reports export and being able to change colors for different pipelines would be useful.

Managing 2 pipelines among 4 team members is the biggest solution. I really like that you can tag other users to set task reminders for them or keep them in the loop.

Its customizable pipelines enables me to create sales processes on my own terms and metrics. They also added that it has a user-friendly interface. Others mentioned that its customer support team was responsive and helpful.

The app does not have any major issue but some minor problems . There are a few bugs in the app, such as compatibility issues and malfunctioning search tools.The search function on the mobile app is a little wonky but It has improved in the time I have been using it .

Nutshell provides comprehensive sales performance reports to determine the factors that contribute to the business’ growth. It has helped me keep track of may sales and payments in a very easy manner and has made me efficient .

Nutshell gives so many ways to categorize anything (companies, people, lists, options) that you can really create a site that is customized to you and what you need.

The only thing missing in Nutshell, to me, is tabs along the top. i'd like to be able to have several tabs open, so that i could go back to something, say a report I ran, while also keeping other items open that i'm working on.

We're able to keep track of leads in extreme detail by using tags, custom fields, reports, views, the dashboard, etc. Pretty much anything we need to know about our clients and sales, we can find it, because we've set everything up using so many customizations.

How easy it is to add companies, people and then find them.

Needs more features to track activities and get reports for the company

Following up with prospects, keeping track of who we are contacting and then following the sales process.

It makes my life so much easier and reduces my stress level tremendously by taking a lot of the work off of my hands and allows me to focus on the more important and time sensitive tasks that need my attention

Honestly it’s a bit expensive but I’m almost at the point that I'm willing to front the money. I only tried the trial version so I’m sure I didn’t even get the full experience of just how helpful this software can truly be

Well not any more but it was helping a great deal with taking the tasks off my hands that are so necessary yet so time consuming.

I like how easy it is to use Nutshell. And how easy it is to find the answers to things I don't know via their tutorials. Their customer service is also top notch.

We haven't delved too deep into functionality yet, I guess I'd be interested in how well the reports do but we are tracking such a small client base right now that I don't know if we are utilizing it in a way to find the holes.

We are tracking clients and the revenue from their programs.

Being able to access from anywhere is convenient.

The mobile app doesn't provide as much functionality as what is needed for my sales team that spend a lot of time on the road.

We're able to track leads, sales stats and segregate our prospects by source and industry.

The company's customer service and responses are great.

We are currently working with the company to learn how to tag individuals in multiple cities.

Organizing and sharing data across multiple people.

Easy to keep track of clients\customers Followup reminders, task reminders, history of tasks etc Easy to keep track of where sales people are at.

Can't search notes that you make on each client entry

Solved workflow with contacting, following up and keeping in touch with clients\customers

We like that it is very easy to use. It is simple to close deals and is very user friendly.

We do not like that the user interface is pretty archaic looking. Other than that, we are pretty happy with the software. We are brand-new to using it, so it may take us some time to learn. Some education on the product features would be helpful.

We are really hoping that we can have some more organization when we are working with clients. We tend to be pretty disorganized. This is helping us to make sure that our sales people are being effective and are doing what they said they are doing while they are in the field. We use the reporting metrics to help us understand what our sales people are doing. Although we are new to Nutshell, we are hoping that these features will help us help our sales people close more deals and forget about less leads.

It was easy to import data, the kanban board for opportunities and map search functionality are excellent.

It was too easy to "mess up" the data mapping when uploading data. Nothing forces you to be consistent in mapping fields, which lead us to duplicate/missing info sometimes.

It was a great way to visualize account locations and sizes. Gave us a place to keep all communications with a facility even when we were talking to multiple departments at once.

The first part of moving CRM's is to find one that can export your current data from another CRM and import it quickly and efficiently into the new system.

Unfortunately Tasks were not included in this import but to get 90% of the data transferred was ideal.

Nutshell as a CRM is a simple, intuitive program that offers many of the needed features of a mid level CRM. It is advanced with enough features but not too complicated so that new users get overwhelmed.

Intuitive design, integration options, affordable price, fast support, introduction of new features and functions, easy to use

None. I think it is one of the best platform for SME

CRM tasks; easy to follow and plan your CRM activities

We look at it as a tool with a lot of potential. What drew us to Nutshell as opposed to the other CRMs was the simple look and manipulation as well as how much you could manipulate and the various integrations - like Gmail and Trello, LinkedIn etc

Some features are locked in and we cannot modify them, like the standard Lead form and etc. Where we don´t need some of the indicators that Nutshell considers relevant to all businesses, as well as perhaps the ability to use checklists. We would also like to be able to input distributors in contacts and connect them to several leads simultaneously as well as link our email exchange with those various sales and not confuse it.

We are mainly adding to collaboration, centralisation and transparency. Nutshell allows for more visibility amongst our salespeople into what the other is doing and how that might affect and contribute to what they have going on. Equally if truly used as a centralised place of all contacts, leads and info it is a great history and search tool and should lessen fragmented information flow through emails, texts and calls amongst the team.

How much customization is available to businesses.

I haven't tried the mobile app in a while, but when I did it wasn't useful to me. I'll try it again pretty soon.

Keeping my pipeline organized is pretty tough without something like Nutshell to keep it all organized and easy.

The support for Nutshell is really responsive and helpful. I don't feel like I'm talking to a robot when I talk to them. I also like how easy it is to add things like custom fields and pipelines.

Security is sometimes an issue. It's not that easy to configure permissions based on the type of users (some users need to only view high-level info while others need to be able to access and edit all fields).

Nutshell does a great job of being our single source of truth for customer information and sales performance.

I like the integration into office 360 and my mobile device

Not knowing all the capabilities so that I can do more with it,

Keeping contacts and info in one place

I've been very impressed with how much Nutshell can truly do for my team and my business. I appreciate the expansive filtering options for reporting and tracking all of my leads. Any time anyone has a question or problem, it is easy to get help from Nutshell Customer Service. I appreciate their willingness to customize our Nutshell interface to help us be most efficient in our work especially as we continue to evolve and request new changes.

The downside of offering SO MUCH on a CRM is that it requires a huge learning curve for training. For my organization it is complicated because we have a large amount of users and many cannot put in the time it truly takes to utilize Nutshell to the fullest. It is also not necessary that they NEED to fully understand all the features of Nutshell, but because it becomes overwhelming to them they end up not wanting to use it at all. Could there be a simplified version for those users that don't need full access? (I understand this is a problem my organization is trying to solve on our own).

The reports are the most beneficial. Those statistics are valuable with how we want to continue connecting with people - what works and what does not work.

Nutshell is easy to use. To get up and running with the basic features take very little time. My team was able to start implementing the Tasks and activities right away. The search tool is very powerful for finding people and companies. Typically when we are on the phone with a customer we try to pull up there nutshell card.

The UI can be a bit confusing when you are entering details for companies and individuals. Sometimes you are not sure where the information should go. Also, I wish there were an easy way to use multiple email addresses for one user. We have several catch-all email addresses however there is not an easy way to incorporate them so that the emails can be cataloged. The 'duplicate' feature seems a little half baked. We can so many false positives and very few actual duplicates.

Nutshell has helped us stay on top of people that we need to follow up with and tasks that need to be completed. This can easily be overlooked and sales can be lost. By adding customers' information right away and scheduling follow-ups and tasks, we have been able to keep up with customers and convert more of them to sales.

Nutshell is point-and-click. It doesn't take much training to get a new person up and running on the system. The ability to schedule pickups and assign to a specific person is quite helpful, especially since the alert is sent to their email address. It's also a good system for creating leads for whatever business you're trying to run.

The only thing we don't really like (and this is a bit of a nitpicky issue) is when you're creating a contact, you need to pay attention and click on the "create" link. Otherwise, you've just lost whatever you've entered.

We are a wholesale food distributor. So, having the ability for our drivers to get real-time updates has been crucial. We also found a way to create product sampling, and whether a customer is interested in the product. This is beneficial as it's an easy way to track interest.

Everything is one place - can upload attachments, write notes on account, add tags, and lots of customization. I also like that everything syncs from our gmail accounts so nothing is lost in personal email threads/conversations.

Not everything will show in a birds eye view, only the first 3 documents attached.. first 3 tags listed etc. Not good for contract management or tracking of updated annual pricing. All manual, so if you have a lot of employees using the software, you must ensure proper training is conducted so there is constancy in the platform.

Nutshell is our main CRM where we store all client data and information - all employees have access to the platform and can update accordingly in real time. All conversations and communication between clients and employees are documented in Nutshell on client account and synced from all employee email accounts.