Nutshell

Pros

It was reliable and consistent. We never really saw many errors or bugs that actually interfered with our work, so thats a huge plus.

Cons

I remember we had one minor incident with the reporting, but even it was resolved after a short chat with support.

Pros

The ease of use and ability to organize my leads

Cons

Not being able to add attachments to emails inside the system

Pros

I like the lead system aspect and the cleanliness of it.

Cons

I am not liking the design features - very basic.

Pros

Detailed reporting. Daily sales tracking and year over year reporting.

Cons

No scheduling. I have to use nutshell in conjunction with Jobber to run my business fully.

Alternatives Considered

Reasons for Choosing Nutshell

Switched From

Reasons for Switching to Nutshell

Pros

Very user friendly. Quick to learn and quick to navigate.

Cons

It would be nice if it would integrate with Google or something so when I add a new company, much of the info could auto populate.
Perhaps I don't know how to do it, but I set up automated reminder emails for quotes - I wish the reminder included the attachment.

Pros

easy to use and love the new user interface. It is nice being able to search on main screen

Cons

Not being able to move bulk activities to a new date. One prob I noticed with the new interface. When you search on name it does not bring up most recent associated with client.

Pros

I love the ability to track client communications, leave notes for colleagues, and have all client information in one place. I like the engagement tracking tools in NS Marketing, which is where I spend most of my time.

Cons

Because I use NS for communications, and it's what we use for our email marketing, I have an issue with the lack of drip sequence options. Additionally, I wish that instead of just HOW many link clicks occurred in an email, that I could just pull the list of those names. I know I can see what they clicked in their profiles but not directly from the email engagement portion.

Pros

I like how all customers, contacts, and leads are connected. Great integration with outlook.

Cons

I wish the mobile app was more friendly. Seems buggy at times. Really wish the mapping feature was more robust so I could better identify customers/prospects that I have entered while I am on the road. It is also cumbersome to add a new customer, notes, and contacts while using the mobile app. I always take notes in my phone on the iphone notes app and then go through those notes and enter when i am on my laptop.

****I really wish I didn't have to download pictures to view them once they have been uploaded!!!! makes no sense!

Pros

I love how easy it is to use! It is the most organized sales platform I have operated, and it has transformed our business. Game changer!

Cons

I had some issues with syncing my email in the beginning but it was easily resolved and all the information I needed was in the Nutshell help feature.

Pros

Tracks sales and customers. We use different pipelines for different approaches within out nonprofit and that works okay for us.

Cons

Reliance on AI. We are trying to get away from relying on AI for interpersonal matters.

Pros

Nutshell is very intuitive. Having migrated from Salesforce, it is nice to see that we can report on basic business metrics with a few clicks rather than requiring a degree in Information Technology to get to the same information. There are also some power user types of features that you only see in some of the enterprise solutions out there. That is an incredible advantage for a small to medium size organization.

Cons

This is not a con for us at the moment but you will most likely give up the ability to completely customize your CRM for the features and benefits that cover nearly everything that most small to medium size organizations require.

Alternatives Considered

Reasons for Choosing Nutshell

Switched From

Reasons for Switching to Nutshell

Pros

Its ability to review people and companies for possible duplicates. Ability for tasks and action steps as 2 different items to keep track of what needs to be done by when. Tagging others and notifying them of question or next step.

Cons

The app is no where near as efficient and easy to maneuver as the website and just as easy to open up a browser on the phone instead of utilizing the app. If a lead gets to be too long, it can bog down and make Nutshell non-responsive at time when in that lead. When assigning multiple tasks back to back, despite the time showing the same time as previous task, it will save as a defaulted 5pm forcing to go back and edit.

Alternatives Considered

Reasons for Switching to Nutshell

Pros

I like that Nutshell is straightforward to build. As an admin, it's easy to set up the pipelines, add users, and the interface is easy to follow. Some of its capabilities are very helpful, such as tasks/automatic tasks, automatic emails, email integration, RingCentral integration, etc. The fact they track audience engagements is also helpful to get a feel for the audiences. There are some limitations, of course, but it's possible to use it well based on the lower price point than other competitors.

Cons

The features are sometimes limiting. They intend to be helpful but actually cause more work. For example, I dislike how you can't choose a certain date for an automatic task but rather have to delay it by X amount of business days—it becomes such a pain. I also dislike the same feature for the automatic emails, it becomes a pain point. The pipelines are good to use but have a limit on how many steps can be created as well, which is also limiting. I also dislike how you can't use the same trigger in different stages of a pipeline—this can be so unhelpful at times. Lastly, there's something very off with the AI used to identify duplicates. Sometimes the suggestions are close to each other but sometimes they're VERY unrelated and it keeps getting flagged as a duplicate.

Pros

Nutshell has been a game-changer for our small team. It promotes open communication and makes tracking wins a breeze. With its intuitive interface, we can easily collaborate, generate insightful reports, and stay organized. It's a must-have for any small team looking to boost productivity and efficiency. Highly recommended!

Cons

While Nutshell CRM has its strengths, I've found the process of adding team members and fully utilizing its features to be confusing. Despite its promising features, navigating the system for tasks like adding team members feels overly complex. Simplifying these processes would greatly enhance the user experience and make Nutshell even more valuable for small teams like ours.

Alternatives Considered

Reasons for Choosing Nutshell

Switched From

Reasons for Switching to Nutshell

Pros

Easy to use, navigate and configure. Online support is responsive and useful.

Cons

not as robust as Salesforce. email synch is a little sketchy.

Pros

It's easy to use, keeps me in check and it means I don't have to worry about admin. It has tonnes of features and integrates with my emails meaning everything is recorded automatically including meetings.

Cons

Lots of pay walls plus there's no easy to use sales automation

Pros

I love the email feature! I can send customers emails right from Nutshell and track when and if they open the email, click on links, etc. Such a great feature. Email Templates are great too.

Cons

I like everything about Nutshell. It makes my life easier so I see no cons.

Pros

I like the contact forms and how I can embed different versions on each page of my site. It helps me pre-qualify and understand the needs of the customer who contacted me.

Cons

I would prefer a better UI. Some clicks are unintuitive and features aren’t well described or located.

Pros

As the owner of a boutique consulting firm, I needed a CRM, but so many of them were intimidating -- because they're built for enterprises, and we're significantly smaller. I find Nutshell very intuitive and easy to use. It's got so much functionality, and I appreciate that I can get what I need "in a nutshell" and then add new capabilities as I go, versus all at once with enterprise systems.

Cons

I really wish it integrated more easily with LinkedIn.

Pros

Easy to set up, easy to use, very intuitive and uncomplicated. Reasonable price

Cons

The integrations for financial reporting needing to be charged separately. The cost of the integrations would be double the cost of the monthly subscription.

Pros

That it can store so much information! I love the tagging feature because we are able to pull up so much information later on.

Cons

I feel like they update a lot which makes navigating the interface difficult at times.

Pros

Having an instant status for projects without having to ask my team or clients.

Cons

Interface is a little hard to get used to and utilize all the features

Pros

Ease of use, customer support, and ability to integrate with google.

Cons

The app doesn't always work and could be improved. Seems to time out a lot.

Pros

Integration, customization, onboarding. Calendar scheduling. So happy we upgraded.

Cons

Website integration. When [sensitive content hidden] left, we had a lull of customer service.

Pros

The ease of inputting data by myself and the way it updates fast.

Cons

The way the information saves once you type it in.

Pros

I love the customization of pipelines, being able to turn strong leads "orange" in color so they stand out. It's so helpful to see if leads/clients successfully received our emails and opened them. We use the email drip sequences a lot, and I can't say enough about how much value those add to our clients.

Cons

sitting here thinking and thinking, and honestly not sure! LOL Not sure if this is a Nutshell issue or our issue. But our stages in the pipeline often get bottlenecked. Always trying to figure out how to organize better to keep things streamlining more efficiently.

Alternatives Considered

Reasons for Choosing Nutshell

Reasons for Switching to Nutshell

Pros

It does everything I need - email, phone, keeps my cadence on track with reminders. It's easy to use, and the activity and sales reports are exactly what I need to keep myself doing my daily activity and checking my results.

Cons

There aren't any real negatives. I can set it up to do what I need it to do the way I want to do it.

Alternatives Considered

Reasons for Choosing Nutshell

Switched From

Reasons for Switching to Nutshell

Pros

easy to use and understand. customizable dashboard, detailed pipeline

Cons

hyphens and apostrophes interfere with search functions of company name

Pros

One of the first things that I want to see in a great CRM platform is excellent, and timely customer service. The nutshell team delivers that in spades.

Cons

Some of the "lookup" tools do not get me where I need to go. It might be user error or not knowing how to use the available tools, but I sometimes have to give up on getting the data segment I need.

Alternatives Considered

Reasons for Choosing Nutshell

Switched From

Reasons for Switching to Nutshell

Pros

My favorite thing about Nutshell is the ease of reporting analytics. After an email broadcast I can report the open rates and engagement to my team super fast. It's nice to have it at all at one click!

Cons

The hardest part of Nutshell to understand and use is the Dashboard. I still don't have it figured out and I've been using it since February.

Alternatives Considered

Reasons for Choosing Nutshell

Switched From

Reasons for Switching to Nutshell

Pros

The simplicity of Nutshell is what makes it a great tool. Also, the automated reminders are a great feature for our sales team.

Cons

The map feature is not 100% accurate but has improved over our time with 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

It has a great interface, is very user friendly, and the price is right.

Cons

It lacks some functionality with forms, drip campaigns, and merge tags and is not as customizable for exactly what I need, so I’ve had to use some workarounds.

Pros

Our primary goal was to have a high-functioning CRM that supported lead nurturing and helped us close sales. Nutshell does that exceptionally well, but that is just the starting point. Automating tasks and communication through multiple sales pipelines is easy and intuitive. We are already seeing results from the automation. Tracking our current clients for upsells and renewals is also intuitive and easy.

Our next step is to use the marketing potential of the platform to increase our lead generation as well.

The implementation went very smoothly, support from Nutshell staff was great, and I was up and running with Nutshell in days, and now I can track leads, make calls, and send emails and never have to leave the platform. It has greatly increase my efficiency.

Cons

Not sure how to answer the cons. There are a few areas where I would like to customize fields, or change their location, but it is a small complaint

Pros

Easy to use, it doesn’t take a data wizard to configure and manage.

Cons

Limited automations, limitations to what can be customized.

Alternatives Considered

Reasons for Choosing Nutshell

Switched From

Reasons for Switching to Nutshell

Pros

It is an excellent platform to have a perfect follow-up of sales and manage each client, with marketing through email it has been a total success, it is a good alternative to offer services without much effort. You can also have well-updated information with a database in which the entire marketing team can interact

Cons

I have been very fortunate that no type of function has ever failed me, I have always done well with its system

Pros

What I like most about Nutshell is the ease of use and transparency. The dashboard is a great tool. You can create it to fit your professional lifestyle. I believe in customer service as the backbone to any company and Nutshell has great customer service. Their reps are there to help you whenever needed. You are never left out to dry.

Cons

What I like least about Nutshell is the sorting ability within the dashboard for activities. I wish there was a detailed way to sort your activities within the dashboard.

Pros

Nutshell is very intuitive to use. Highly customizable to your particular needs and endless amounts of possibility to categorize and document.

Cons

There are a few features that are not available in terms of sending mass emails. However, they are very helpful finding work arounds and often take input and upgrade their systems.

Pros

Its very user friendly and easy to get used to

Cons

The software is perfect.
Maybe the pricing could be a little lower

Alternatives Considered

Reasons for Switching to Nutshell

Pros

Price, and help speed. When a feature is requested they are quick to help.

Cons

integrations and not having all things other CRMS competetors have

Alternatives Considered

Reasons for Choosing Nutshell

Switched From

Reasons for Switching to Nutshell

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

The flexibility of it and the nutshell team is excellent to work with.

Cons

the growth at times can seem a little slow.

Alternatives Considered

Reasons for Switching to Nutshell

Pros

They are always adding new and needed features I can use.

Cons

While it’s one of the easiest CRMs to use it still has a sizable learning curve. Great product overall!

Pros

Simplicity of the CRM & Customer Support

Cons

Need an archiving process of leads sometimes I get confused of the Leads/People to find a lead

Alternatives Considered

Reasons for Switching to Nutshell

Pros

I really like the ease of use and ability to track just about everything I need.

Cons

The amount of emails it can handle at once for doing blasts to customers

Pros

It typically includes fields for data I normally search for and has the capability for customized data fields. Most of the activities are intuitive.

Cons

A lot of the marketing functions are less than intuitive.

Pros

Ease of Navigation and Setup, and ability to call, text, and email

Cons

No text-campaign availability yet, other than that it's great!

Pros

Sync our email address and being able to see how many time our message was opened and how many times they clicked on the link.

Cons

The fact that if you don't send an email from Nutshell directly, it does not count as an activity. This makes it that the account can be seen as inactive, when it is not the case.

Pros

Nutshell is an all in one place database that can be used for planning and building connections with people.

Cons

There are some steps that are not as user-friendly, such as capturing and pulling detailed data, and imports are a bit tricky. There is a white glove service to help you if needed.

Pros

Good reference tool for your customers. It keeps track of all your correspondence with each entered customer.

Cons

It doesn't separate the dialogue of each individual contact within the same customer.