Nutshell Reviews

Pros

Reporting and filtering reports.
Keeping a track record of our leads.

Cons

Have to move over to pro to get more then one sales process. Pro is so expensive.

Alternatives Considered

Reasons for Choosing Nutshell

Switched From

Reasons for Switching to Nutshell

Pros

Nutshell is a cost-effective product. Most other similar products are a lot more expensive. One of the unique things about Nutshell is its custom email templates which engage placeholder settings. This means you can customise an email template but include elements or placeholders that need to be customised on a per-email basis so the software will not let you send the email unless the placeholder is attended to.

Cons

Sadly Nutshell is very buggy and the CS and developer teams seem completely uninterested in resolving my complaints about the software. These are basic features mainly within the templating software which I have told Nutshell about countless times, yet they seem uninterested in resolving them. Sadly the bugs can make for a frustrating experience on some occasions. What is even more annoying is that they continue to turn out useless features that are half-baked rather than spending some time fixing the issues at the centre of their core product.

Alternatives Considered

Reasons for Switching to Nutshell

Pros

This was an easy to implement software for those who have never used a CRM in the past. User friendly for basic functionality.

Cons

I would like to see more ability to keep lead information separated. There are many leads that have the same companies and people but are not relevant to one another, and unfortunately it all gets lumped together.

Alternatives Considered

Reasons for Switching to Nutshell

Pros

Help me to know exactly what I’m going to do on a daily Basis, but also gives me tools to share that information with others. I can look back and see where my sales are trending and how many calls I have made, etc..

Cons

Just the fact that I cannot control undo things in the email section for instance, if I accidentally bump something and erase a large section of the email body, I am typing, it’s gone there’s no way to control and get it back

Pros

UI and integrations. Dashboards and mobile app are also a big plus.

Cons

Could use more integrations with Shopify and NetSuite

Pros

We absolutely love being able to have an all in one place customer and production tracker. From the time a prospect writes in, through years after they have purchased and Installed their building we have everything at our fingertips.

Cons

We just wish that emails still went into the customer's leads, and tasks could be auto assigned after it is "won" the project isn't done..

Alternatives Considered

Reasons for Switching to Nutshell

Pros

The list of functionality is impressive and very easy to learn, customize and implement. Customize list, merge contacts or companies, and the reporting features were all great ones for software at this price

Cons

Some of the reporting is limited, but it is still better than most we have tried, Also, the interface is not the sexiest around, but it does the job.

Alternatives Considered

Reasons for Switching to Nutshell

Pros

Tags - are the most used feature - so I can easily segment lists. The ability to sort with multiple tags. Easy importing from a spreadsheet.

Cons

Having to add a tag into the system BEFORE uploading a contact spreadsheet. If the tag doesn't already exist - the import fails. Which is an extra step and a waste of time.

Alternatives Considered

Reasons for Choosing Nutshell

Reasons for Switching to Nutshell

Pros

Easy to get to grips with and implement. Not over complicated and very flexible to adapt to your way of working.Customer support very responsive.Being able to design multiple pipelines is brilliant.

Cons

Web analytics could be more detailed but need to explore more.

Alternatives Considered

Reasons for Switching to Nutshell

Pros

the product is easy to use. i like the ability to create multiple email campaigns in a little amount of time

Cons

I wish some of the design areas could be more detailed/ more features

Alternatives Considered

Reasons for Switching to Nutshell

Pros

Easy and flexible setup; consistently clear design. Can use basic functions without tripping over the advanced ones, and can gradually add feature/function for a smooth transition from beginner to power user.

I also like the way you have color-keyed the function buttons to the main color on functional screens. A nice visual orientation cue!

Cons

I worked full-time in the design profession for 17 years, so this is a 'studied' critique:
There is a lot of market pressure for tech products to follow design trends. Unfortunately, design trends often are based on designers designing for other designers -- which tends to leave certain kinds of user needs out in the cold. One of the most common of these 'orphaned' needs is the need for contrast and clarity. Nutshell's UI gets high marks in my book for uncluttered design and common-sense functionality. But as people get older, it gradually becomes harder to distinguish low-contrast elements in a design. Contrast (and color, of course) also can be used (and is used to a degree in Nutshell) to 'lead the eye to where the action is. ' My suggestions for improving the main user screen are these:
1) Search Everything is, by definition, a key feature -- it should have a STRONG presence, instead of looking almost greyed-out.
2) Use bolder and slightly larger text throughout. To a degree, weight and size will compensate for lack of contrast -- and without cluttering the layout.

Pros

I love the user-friendly nature of Nutshell. It is hands down the easiest out-of-the-box CRM I've ever used. It's easily customizable, integrates well, and has helped my team start working together in the back office. I love it!

Cons

Nothing! I LOVE Nutshell! It's an outstanding product, and the customer service has become robust over the years - it's the best product for our small team.

Pros

I like the fact that Nutshell is not overly complicated. I have been in sales for decades and Nutshell is all I need to be organized and successful.

Cons

To be 100% honest I do not see anything in the platform that I do not like. It really is all I need to do my job efficiently across our small sales team.

Pros

I like that it holds all the information for my accounts and that I can set reminders for phone calls.

Cons

I wish everything on the lead for a shop page showed up on the store page, i'm always having to flip from page to page to get a name and it seems redundant and time consuming to re input that information everytime I start a new lead when I just put it on the store page. Same with logged activities, I often have an activity on an account and then I have to put one on the lead I wish the activity showed up on both. For my use all calls are for the same purpose and it doesn't make sense to have two places to put independent activities. This creates a sense of Deja Vu or worse I call someone a second time and don't realize until they pick up which hurts my cause. I don't like that I have to assign a time to a phone call, my days are hectic and I can't keep to a strict schedule so things slip into unlogged activities and go missed and my day seems way more hectic than it is. I wish it was just a daily list so I could let my day evolve, I also do CS and warranty at my job so this time stamp constantly makes me feel behind the gun and I spend a lot of time just updated and re-organizing nutshell, time that I should be spending selling.

Pros

Tasks per stage is something most CRM’s missed, but Nutshell did well at.

Cons

Somehow they missed a very important aspects of customized fields that exists, the ability to create a field that searches the people in database.

Alternatives Considered

Reasons for Choosing Nutshell

Switched From

Pros

It is similar to Pipedrive but has more features specific and beneficial.

Cons

We could not do task lists that were shared.

Alternatives Considered

Reasons for Switching to Nutshell

Pros

It's designed for super easy customization for what I do, and I lean hard on this feature! I also love how the Dashboard feature is set up, allowing me to see at a glance which activities should be tackled each day, and when I've scheduled future to-dos. Nutshell's approach feels like 'the little guy' was thoughtfully considered--and that's me!

Cons

I have a tough time with my leads fields frequently reverting back to the default setting that shows all fields, not just the 4 custom ones I've created. This is more of a tech issue, not really a dislike of Nutshell in general.

Pros

This CRM walks the less experienced sales rep through the entire sales process even recommending when to follow up even suggesting additional steps should be taken to get to the close. Upon close it automatically updates the customer database and the task management features facilitate the onboarding process. It also has a neat "Click-to-Call" feature that calls and optionally records directly from your prospect list providing an excellent sales training vehicle.

Cons

We would like to have seen the developers respond more quickly to feature suggestions but as a Sales CRM it is untouchable.

Pros

First and foremost, nutshell has a #1 Customer Service Team! This, in my opinion, is the sole driving force toward effective sales on the part of its users, regardless of the platform/system being used. Then I would add a few other benefits; 1. lead page shows important info all at one glance, 2. availability to search everything (albeit, excluding info logged in the activities section by each individual user), 3. fast input of info when saving info, and many other specific features you've built into the nutshell system.

Cons

why not build an automatic clock, showing the time the caller is calling into lead location, maybe next to a number lead. additionally, you would raise the value of your product substantially if you were to build a functionality that allowed a search of the words in the activities (message) section of your lead page. this would allow users an ability to quickly zero in on valuable leads based on previous messages noted. just think when users leave or when their leads are reassigned to different users, how valuable a tool that would be to follow up on hot leads that need to be brought to a close.

Pros

Ease of use for a small business with a few people doing sales work. We didn't need all of the bells and whistles of Salesforce at the cost of complexity. As of a few years ago, you had plugged most of the holes that we cared about. Since then, new functionality or major new rewrites have either added complexity or relearning with little apparent benefit. I understand the need to do some of this but I hope you don't become Salesforce.

Cons

The LinkedIn connection is really important for us. It was a big relief when that came back. Also, the loss of historical record of communication for a Contact when you delete an old email is problematic. We are forced to retain all of these old emails and this can create confusion.

Pros

Customer information storage, Lead priority organization. I like that I can get on any computer when out of the office and the screen looks exactly as at my desk.

Cons

Slow recall for data, Search feature often does not find client easily. I feel that the system was never set up properly by our team. I am certain that we are nut using the best of the software's capability.

Pros

* Easy to Use* Super Helpful to keep on top of leads * Helps us keep on top and communicate to our 7,000 client base easily

Cons

Wish it could add Texting to clients for Free!

Pros

Setting up and importing our current customer information was easy. Once you wrap your head around the Nutshell way of doing things, you can easily manage a large database of customers.

Cons

Nutshell does not integrate easily with WooCommerce which leads to using third-party plugins that are limited due to NutShell API.

Alternatives Considered

Reasons for Switching to Nutshell

Pros

Nutshell has a reasonably simple interface to use. There has been enough ability to customise the platform to get it to show some of the data/reporting information I needed.

Cons

The new reporting format is a really poor user experience, putting irrelevant information front and center and making it harder to access the custom set-ups I need to make Nutshell work for me. I had high hopes that Nutshell would continue to improve from its base, however, I haven't seen any signs of a good update to the platform in the last 6-12 months. We are now in the process of evaluating other platforms to move away from Nutshell. Missing major functionality to make it useful.

Pros

Our company lives in Nutshell daily. We do majority of our reporting from this platform and it is very simple to use and onboard new employees. These are the most common tools that we are using it for. Pipeline management, activity reporting, bookings/sales tracking, trip planning/mapping, scheduling follow-ups, and email campaigns. Once we realized all the capabilities it had to offer, it became the staple of our business.

Cons

I wish that we could incorporate it with some of the other tools that we use. We recently started using a platform called "Sales OS" and it allows you to connect your CRM to it but Nutshell isn't a compatible option.