Nutshell Reviews: 4.3/5 — Solid Choice
Nutshell is a customer relationship management (CRM) software that helps businesses manage their sales and marketing activities. It offers a range of features such as lead management, sales forecasting, and email marketing automation. Nutshell is best for small and medium-sized businesses that want a user-friendly, affordable, and customizable CRM solution and wants to manage their sales and marketing activities on the go.
| Capabilities |
API
|
|---|---|
| Segment |
Small Business
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Training | Documentation |
| Languages | English |
Compare Nutshell with other popular tools in the same category.
Nutshell has loads of customisable features, you can add and amend all the different elements to reflect your sales cycle. I also love the integration with Zappier.
Sometimes it can feel a little bit janky. For example, when looking at report data, it might randomly change to the wrong quarter or month. That can be slightly annoying.
It's a CRM that we use. We also use it's integration with both Zappier and PandaDoc. This has helped streamline our processes and improve productivity.
I like the simplicity of Nutshell. It has the features I need without the cumbersome nature of other CRM's. The interface is user-friendly and customizable. We have been pleased with the switch to Nutshell.
Nutshell times out and has glitches that I experience about once a week. There are bugs that need to be fixed within the system. This is not a huge deal, but definitely annoying and cuts into productivity.
Nutshell allows me to manage a sales team with data and analytics of their performance. It also allows myself and my team the ability to effectively engage 10X the amount of potential prospects we could on our own.
Automation of Data and ease of use for Sales Force
The use of the mobile app needs some work. Some of our older, technolgically disadvantged users struggle with the app.
Streamlining our data management, allowing our team to see the data in an easy to digest way.
I like its user-friendliness and seamless data entry. It effortlessly synchronizes with email, enabling smooth tracking of lead interactions. Moreover, Nutshell's affordability is a boon for lean-budgeted small teams.
At times, finding people within the system can pose a slight challenge, potentially leading to unintentional duplications. However, Nutshell excels at identifying potential duplicate entries and streamlines the process of merging records.
It effectively aids me in organizing and monitoring my leads, along with notes from each interaction with potential clients. Given the volume of conversations I engage in monthly, maintaining a clear overview of conversations and individual client situations would be impractical. Nutshell enables me to conveniently access profiles, presenting a comprehensive history of notes and email exchanges in a single accessible location. Additionally, Nutshell facilitates tracking sales figures and forecasting for upcoming quarters.
You are able to keep all your csutoemrs well organiozed, along with its opportunities and open quots
Tehre is a lot that you can do, but I dont know how to be able to do it all.
The main problem is not being able to keep everything in your head and organized
I use Nutshell daily for my job. I do everything in Nutshell from prospecting calls to closing deals. I like that Nutshell enables our entire team to have a streamlined approach to our sales and marketing initiative in an easy-to-use system.
I've found an occasional bug in the system. However, their customer service team is phenomenal. They actually used my feedback and fixed a bug that involved merging names into an email.
Nutshell not only houses all of our customer data, but also serves as our primary means of communication. I call and email through Nutshell. This way, I'm able to reach my customers through their desired communication channel and everything is noted in Nutshell.
TEMPLATES! I love that I can save templates and share them across my teams!
I wish I could archive contacts and not lose their information.
Team collaboration, email tracking and client communication tracking.
They really seem to understand all types and sizes of businesses and have built a very well rounded product for same.
I think there is room for slight improvements to reports and also pricing for smaller companies.
It helps to track activies both day to day and far into the future.
The best part for me is working simultaneously on any lead, online, or mobile app.
I wouldn't say I like that it is not very customizable, making it not as user-friendly.
This has helped our company properly source the sale notes and notify individuals when their part of the assembly line is due.
I like the ease of use. I didn't need a full deal CRM. this has everything I need
There is a fair amount of double enter to get a lead set up, but that could be me not using it well.
keeping track of all of my leads
That the team finds it easy to use, hence integration and engagement has been seamless. That I enjoy the comprehensive ability to customize fields in a matter of minutes as well as load our relative data.
Graphics ans reports area could be improved.
Ability to see all opportunities on the radar. To utilize Nutshell as core centric to our sales meetings and accelerate our efforts to capture sales.
The thing I like about Nutshell the most is the communication records between my customers and myself and involing my team when assistance is needed. All communication is seen in one place so any questions can be answered by looking in one location.
What I dislike most about Nutshell is the feed where I can see what every team member has done in the company. I feel it clogs my view and distracts from the things I need to focus on versus what everyone else is doing.
Collecting and retaining quality records of our customers contact informatin along with multiple personnel for an individual company. With this collected and organized information we are able to keep in better contact with our customers and have regular check in's with them about past orders or services.
The simplicty of the platform allows us to add users seamlessely and quickly without having to spend execssive amount of time on training.
We are a federal contracting company and realize nutshell is more aimed for commercial vednors, so we wish it could have a capbility to tailor to federal users as well.
Gives my team the ability to house data around potential leads throughout the pipeline lifecycle and a simple and easy to use manner.
Stores all client/candidate data in one place. Easy to use on PC or mobile device.
Site sometimes crashes when I try to access from mobile device and not all information uploads when accessed this way.
They have upgraded the mobile usage platform and also have made direct emailing out of NS easier and more streamlined.
Ease of use compared to other CRMs. Mostly intuitive and easy to train people on. Quick and helpful support as well. I have always gotten quick answers to questions and the help center is a good resource.
No real complaints. UX could use an update. As with most CRMs, a lot of the features/neat stuff does not apply to us or our customer segment. Random and specific, but tags should not need to be added in advance of an import, they should be automatically created if no such tag already exists.
An in-between from cold leads to our internal quote tracking system. Allows us to do a mix of automation approach to outbound, but also can track leads more specifially for more targeted programs.
It's a great platform for CRM + Marketing. I love how we're able to integrate our email marketing into it.
I'm a bit confused on how to search tags? I wish it was easier to find.
One stop shop for all things CRM and email marketing.
The ability to modify step-by-step process sales funnels.
Lack of features on mobile app in comparison to pc version.
Solving the people and customers issue where not much information could be input in our previous CRM.
I like the different categories of contacting customers and prospects for activities such as meetings, calling reminders, and so on.
I would like it to link with Word and MS Office easier.
It serves as excellent reminder to contact prospects and current vendors pertaining to last activity. Excellent overall tools help to generate increased income.
Relatively easy to populate and easy to search; I like how I'm not required to complete fields when I don't have the information. Exporting the contacts list has been a helpful feature as I need to clean up a mess of erroneously imported contacts.
No direct phone number to contact someone when you have a problem or a question that isn't easily found in the forums and Help sections. Several hundred contacts inadvertently got imported and now it's a mess to clean up.
When we send out our Marketing Newsletter, I am hoping Nutshell can seamlessly send that to our target contacts list, and keep a record of our previously sent newsletters for us to reference if/when needed.
View of lead profile is very clean and easy to use. Each lead is assigned a number, making it easier to find in the system. There are fields to list the products the customer is interested in and add documents related to the lead.
Not sure if Nutshell is able to easily connect to other systems. Other CRM's we use have the ability to connect to our marketplaces like Amazon or eBay. Can be a little confusing to use at first.
Nutshell is helping us put all of the corresponding information we need for a company/customer in one place that is also easy to find. It is extremely easy to add a new customer to a company profile.
Keeping track of providers, easy layout and quick understanding. Also the more or less new email feature is great.
The search bar on the PC is tiny and a bit unhandy. Also the layout concerning leads is not ideal.
No need to track relationships with providers, emails, phone calls etc. anywhere else, as you can put everything in their corresponding Nutshell profile
Nutshell made it very easy to use. Lay out was user-friendly. Easy to set up.
This CRM felt as if it was designed heavily around sales. For our use case we needed a CRM for Recruiting.
Keeping our leads separated from our ATS
The interface is easy to navigate and quick to operate.
There were very limited things I disliked about Nutsell. The app could be a little more sufficient for on the road usage and team collaboration.
Keeping track of customer contacts.
Nutshell is very intuitive/easy to use. I like its features and appreciate how its customer service team responds quickly and is always willing to help when needed.
As with most software, there are still many aspects that as being developed/improved upon (which is good). However, one thing that I dislike is the task automation process (checking/skipping tasks) and the custom fields, which aren't pipeline-specific. There a multiple smaller-scale details within Nutshell that are often applied across the board, instead of being able to be personalized to each specific pipeline—which can be unhelpful at times.
It helps us manage our leads and clients well by grouping them into pipelines and automating communication (emails) and to-dos (tasks). It's beneficial in ensuring cohesive communication across multiple team members and saves us time through automated repetitive actions.
Most of the Search and Reminder and Scheduling functions I need are very simple to use and go somewhat beyond basics.
I would like to have additional search features built into it as well as additional outcall service options.
It is primarily used as a CRM program and it adequately keeps track of customers, potential customers, and activities involving same.
Great service! I feel like all of my business needs are met with you.
Sometimes the services is a little slow and when I reach out for additional support it can be difficult to find help.
Really great for this plus the integration with Salesforce really helps me to manage prospects.
Easy to use and easy to customize for our needs.
The reporting sometimes is a little inaccurante.
An easy location to put all client notes and information needed. It helps us with following up with prospective clients as well
I like the way it showed my meetings as that made it easy to update what was said and post it to a company to go back on.
Pulling in every email I had and not allowing me to delete them in bulk. I get so many emails that have nothing to do with anything. I am OCD and do not like clutter in my CRM.
TBH the only thing it solved for me was holding all my vendors and the contacts that matched in one place. I was hoping it would also help me track events I have with these vendors but it did not work out that way.
How user friendly it is to pull information up and that you can access it whether you are in the office or on the road.
Sometimes it's a little challenging to pull up the relevent companies in a specific region.
Helps our sales team to see where we are for progress of leads and sales.
Love that we can manage all of our prospects and contacts in one place. One of my favorite features is the email tracking capabilities and being able to see who has engaged with our emails. Love all the filters, too.
Really don't have anything to complain about. Every system has their quirks and every business has different needs, so no one platform can be everything to everyone. That said, there are some good work-arounds if we run into anything that is problematic.
Nutshell is handling all of our lead management and providing and clean and easy-to-use platform to do so. We love the bulk emails through the wonderful templates and pipelines and find that we're so much more efficient with outreach by using Nutshell.
