Nutshell Reviews: 4.3/5 — Solid Choice

The platform is user-friendly, easy to set up and easy to make changes to as needed. The support from all the reps I have worked with since the beginning has been exceptional andI have not had a single question go unanswered!

Honestly, I do not have any complaints. If I had tried to set it up without assistance, I would have complaints; everything I have brought up to the reps has been handled effectively.

We had an extremely archaic system of tracking leads with excel and OneNote, numerous Teams messages among staff, post-it notes, copy and pasting e-mails, whiteboards, etc. Nutshell has completely removed all that and given us one platform to manage our entire CRM.

The email follow-up reminders go to the salesperson directly.

By linking to my Outlook, unnecessary contacts have been added when our company only wants to track the incoming prospects/leads from our website.

Tracking the incoming leads turned to wins or losses.

When I first started using Nutshell, I had a few questions and Nutshell answered promptly. The interface itself is super intuitive, which means that the initial learning curve is manageable.

I haven't found downsides, it's way better and more user-friendly than the alternatives that I tried.

I can see what I have on the go all in one place. That makes it easier to stay on top of things and I don't need to got to several different platforms to see all the info.

There are many things... the ability to customize the program to my customers' needs and the ability to get a human being on the phone to work directly with me, when needed.

The few things that I felt were missing, that I shared with NS, they eventually added and/or fixed. They really listen to their customers and are always evolving and improving their products when needed.

Keeping track of new leads, sending marketing emails and ease of tracking the necessary follow ups to those emails.

Nutshell is both simple & powerful. It's simple enough that our sales team actually likes using it and there's no pushback. It's powerful enough that we're able to get valuable insights into what's working, what's not and how to do better.

The mobile app isn't as powerful as we'd like. A lot of our sales people prefer to do a lot of their work on phones and sometimes it's just not as powerful or simple as the web version.

Our business is very sales centric and Nutshell is our single source of truth. One place that shows who we're workign with, our customers, the activities and results we're getting and insight into ways we can improve.

CRM system easy to use - was able to get my team up and running easily.

Nothing really to not like - anytime we have had an issue we call and we actually get a live person .

Client tracking - job tracking. project planning.

The friendly support. They are a customer service-based company, not a sales company. No " Do you want fries with that?" here.

Nutshell kinda stops where we want to start. With some meddling, I think we can make it work for what we need.

Keeping track of communication with customers and between management. It's been so nice having the phone ring and simply entering in the customer information and setting a task for myself. Helps me really stick to the follow-up I promised the customer or my team.

An easy way to keep complex customer data organized. I like that new features are constantly being developed. Intuitive to use.

Not as many integrations. Can't think of any other downsides

Keeping lots of customer data organized. We love the workflow options. We have multiple team members using it, which helps keep the team on track with goals.

Nutshell has become the backbone for our social media marketing agency. It allows for tracking of our leads and new sales; our clients and their communications, tasks, scheduled meetings, and communication logs; our monthly project management for each client; and helps to compile reports on the growth of our agency.

Even when using fields such as CURRENCY, Nutshell does not offer the ability for spreadsheets to provide totals for each column. This requires me to export the data as a spreadsheet in order to view certain sum totals.

Nutshell works as our CRM for customer information and communications across our team. Our team is able to work nimbly and everyone in the organization is able to help out when required due to this transparency. It also works well as our project management tool thanks to tasking and custom events that we utilize as a work order form.

Nutshell is very easy to install and intuitive to use. Between the browser and the app, you always have access to what you need.

Honestly, can't think of anything that I really dislike. It's a well designed, easy to use solution.

Nutshell has solved the organization of contacts, managing follow-ups, and keeping focus on momentum through the sales and engagement processes.