Who Uses This Software?

Small-business outbound sales teams that are looking for an affordable, easy-to-use CRM that can be fully implemented on Day 1.


Average Ratings

242 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $19.00/month/user
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Nutshell
  • www.nutshell.com
  • Founded 2009
  • United States

About This Software

Nutshell makes customer relationship management software that is simple for small businesses to use, solving the challenge from which most CRMs suffer: motivating sales teams to embrace the product. Our award-winning CRM makes it easy for outbound sales teams to do important things quickly, offering intuitive sales process and collaboration tools, powerful out-of-the-the-box reporting, email sync with Google Apps/Gmail and Office/Outlook, and much more in an affordable, user-friendly package.


Nutshell Features

  • Call Logging
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Forecasting
  • Sales Pipeline Management
  • Territory Management

Nutshell Reviews

Nutshell is a fantastic CRM for new business and small to growing businesses

Jul 20, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Nutshell is extremely easy to implement and has all the basic features you need to get a CRM up and running . It is awesome for anywhere from 1 - 1000 customers. Integration with email is easy. Phone app is great especially when making calls from it to customers so you can log that the call happened. Collaboration with your team is seamless.

Cons: Nutshell does lack some of the more indepth automation features that you can get in a Salesforce, but it is far more affordable and doesn't require crazy setup. Their api is decent, but also has a little way to go for advanced integration. Nutshell also isn't the best choice for thousands of customers because it is hard to manage.

Overall: We were able to track progress with our customers far easier. It brought our entire sales team together to manage relationships and make sure we were following up on sales.

This has been an easy, no-nonsense experience for a great price.

Jul 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Price, easy to navigate and add/change contacts. Easy to teach to other sales people and data people who upload our leads into it.

Cons: The phrase "must've been nice" when I don't have dates on that calendar day. Would also like to have an admin view of every user's calendar.

Overall: Flexible pricing- I can change number of users I am charged for monthly either up or down. We were easily able to figure out how to upload our leads and data into the system. The calendar functions are straight forward. We have experienced almost zero down time. Customer service is very responsive and nice to talk to. I haven't used a lot of the more sophisticated aspects but for a daily caller this is great.

awesome

Jun 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: easy to use, nice interface, easily customizable. so much better than salesforce I could cry. hoooooray

Cons: i'm a nonprofit, so sometimes i feel like i'm fitting round pegs into square sales holes. but it's not so bad.

Vendor Response

by Nutshell on July 05, 2017

Hi Lynn! Thanks so much for your positive feedback. We are happy you find Nutshell easy to use! Welcome to the Nutshell family! Amanda

The best CRM I have ever used!

Jun 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Ease of use, backed up by powerful tools. Tracks your calls and even can be set to remind you to contact customers that you haven't talked to in a while. Favorite part is the Keep in touch. It plans my day and my call backs flawlessly.

Cons: I would like to see a visual overlay of all my customers on a map. That way when I am planning a trip I don't miss any customers that are off the main roads. Will give me a visual to help plan. Or some way to plan a road trip and Nutshell will show me all the customers I should contact on the way and plan route. Which can be transferred over to gps software like enroute.

Overall: It allows me to easily keep track of everything. What sales I am working on. What customers I need to contact. And everything is conveniently located to work with ease.

In the two months of implimentation already seen a growth in sales and productivity. Including our first ever RFQ from our website.

Vendor Response

by Nutshell on July 05, 2017

Hey Trevor! Thanks for the positive feedback. The best part is the growth in sales and productivity you've seen since your implementation. Congratulations! Amanda

easy

Jun 16, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: ease of use, simple to navigate and watch the progress of the pipeline, integrates well with other apps (Gmail)

Cons: feature poor, the email feature cannot handle attachments, the system can create false data by allowing task/activities to be deleted, changed etc etc - it can be tricked.

Overall: ease of use visibility of tasks/activities,

Vendor Response

by Nutshell on July 05, 2017

Hi Tom! Thanks for your feedback. We will be coming out with email attachments in the next week or so. We appreciate you being part of the Nutshell family. Amanda

Best customer service and user interface in any CRM.

Jun 15, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Value for Money

Pros: Integration with calendars and phone app. All customer interactions are streamlined and visible to the entire team. Bcc@nutshell is the best feature.

Cons: Inability to upload existing sales data for current customers. We would love to be able to proactively stay on top of customers that maybe trailing off. Would love to see that feature added.

Vendor Response

by Nutshell on July 05, 2017

Hi Leah, Thanks for your feedback. Happy you are pleased with Nutshell and our customer service. Appreciate your suggestion on adding sales data for current customers. Amanda

Lower cost alternative to other CRM programs

Jun 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Ease of use. Searching is speedy and the interface is well thought out. There's a lot of customization available and marketing to my customers is easy with templates.

Cons: Lack of integration to pull in address data. It would be helpful to me if it could integrate with Linked IN and find and pull in address, email, phone and other data for prospective customers instead of requiring me to copy/paste or type in the data.

Overall: Time and cost savings. Low cost way to manage my customer base info.

Vendor Response

by Nutshell on July 05, 2017

Hi Dave, Thanks for your feedback! We appreciate you sharing your pro's and con's. I understand your desire to integrate with LinkedIn. We did at one time, but that ability has been removed. We are constantly trying to figure out better ways to pull in information. Thanks for being part of the Nutshell family. Amanda

Needs some updates, but has come a long way.

Jun 15, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Ease of use in terms of tracking leads, activity, and new sales numbers. Can be a great tool for scheduling and reminders.

Cons: Sub-par mobile app, constantly struggles to load things and doesn't match desktop interface at all. Hard to communicate with our system at times. That's our issue as well though.

Overall: Lead tracking, follow ups, and activity metric.

Vendor Response

by Nutshell on July 05, 2017

Hey Logan, Thanks for your feedback! We are constantly updating the functionality of our mobile app and will keep doing so. Appreciate you being part of the Nutshell family. Amanda

Easy to use database

Jun 12, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Ease of use, customer support and out of the box integration with a range of other software. Cloud based and secure.

Cons: Reporting and lack of booking confirmation from leads except through expensive integrations from Quote Roller

Vendor Response

by Nutshell on July 05, 2017

Hi Paddy, Thanks very much for your feedback! We are happy you are find Nutshell easy to use. Have you checked out our new reports? There is also a custom report you can create if you aren't happy with the canned reports. Thanks for being a Nutshell customer. Amanda

I have enjoyed using Nutshell. It has been an easy transition to a new CRM.

Jun 07, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: I like the simplicity of the functionality. I am able to effectively manage my leads and keep track of what I need.

Cons: Sometimes it can improperly identify duplicate entries which can be a hassle. Sometimes the workflow for each lead can be hard follow.

Vendor Response

by Nutshell on July 05, 2017

Hi Jacob, Thanks so much for your feedback. Just to let you know we are implementing a new method to deal with duplicate leads. This should be out in the next few weeks. Amanda

I've used CRM software on Mac, PC, & midrange IBM systems. Nutshell is at the top of the heap.

May 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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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.

Overall: It's CRM that actually is liked and used!

Vendor Response

by Nutshell on May 30, 2017

Hi Mark! Thanks for taking the time to give us some feedback. We appreciate the positive review and will pass along the feedback to our design team. Thanks for being part of the Nutshell community. Amanda

I like that it's robust and can keep up with me as I toggle between applications

May 16, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: The tags and sorting ability make it easy to slice and dice our customers for marketing campaigns. We are going to use mail chimp later this month and I'm anxious to see how that works.

Cons: I can only sort one criteria at a time i.e. New York and New Jersey cannot be filtered together.
I like one snap shot of information rather than one view at a time.

Overall: It's easier to use than the customer database we used written in VB many moons ago.

Vendor Response

by Nutshell on July 05, 2017

HI Linda, Thanks for your feedback! Look forward to hearing how the MailChimp integration works for you- it is by far our most popular. Appreciate you being part of the Nutshell family. Amanda

Nutshell review

May 16, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: The email integration is probably the best part! Not having to copy and paste all of our emails. I also really like that my boss and I have separate profiles so it is easy to see who has done who.

Cons: iPad & mobile apps - so not user friendly! Lead and Person separation. seems like too much! Would rather have one profile that I can add as many people as I need and not all the info be separated. Also, the crazy "Follow Up" feature - you can't click all day. Have had some crazy funk with the scheduling for sure. Still shows appointments that I either edited for a different date/time or deleted! We are all about feedback and have given constant feedback, but my boss doesn't necessarily feel heard.

Overall: We have all of our info in one spot which is nice and organized! Our last CRM randomly deleted our info which was so frustrating. We have not had that issue with this.

I would still recommend because it is a really good software. our company just doesn't need all the bells and whistles that it offers. I am sure it works great for plenty other companies.

Vendor Response

by Nutshell on July 05, 2017

Hi Natalie, Thanks for your feedback! We definitely want you to feel heard. I will have a customer support representative reach out to your directly to clearly understand your pain points. Thanks for being a part of the Nutshell family. Amanda

I started to use it 6 months ago, now I've got the task to be the administrator and customize it.

May 16, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Design, Integrations, To Do list on the Dashboard.
I like how companies, people and leads can be connected and stored separetely at the same time.
We haven't used it properly but I plan to discover it a little bit more in the coming months, also to get our team to have some principles in the usage.

Cons: The structure of the leads is not the best. It'd be great to see my leads in different stages in a simple KANBAN structure.

Vendor Response

by Nutshell on July 05, 2017

HI Gabor! Hope you are enjoying the new Board view with drag-and-drop pipeline management! Looking forward to hearing how your weekly meetings are going now! Thanks for giving us your feedback. Amanda

Nutshell is a good basic online CRM but needs work on email setup and campaigns (needs scheduler).

May 15, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Pros: Easy to use and setup for basic use. Nutshell is a good basic online CRM but needs work on email setup and campaigns (needs scheduler).

Cons: Emails - needs HTML compatible, template setup and scheduler to create a drip MK campaign. Easy to use and setup for basic use. Nutshell is a good basic online CRM but needs work on email setup and campaigns (needs scheduler).

Vendor Response

by Nutshell on July 05, 2017

Hi Kevin, We appreciate your feedback - We integrate with MailChimp for email marketing and running drip campaigns. I hope that helps you: https://www.nutshell.com/integrations/mailchimp/ Amanda

Been working with you guys for a while now and like that you are continually making improvements.

May 15, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: We track every single one of our customers and potential customers in this system. It is the hub of our business

Cons: I dont like that the relationship between the "Lead" and the "Business" is the way it is... I dont like that you have to make a Lead and a Business at the same time. It always seemed to me that a lead should be a lead until it turns into a customer (Business). It would make our lives easier if thats the way it was.

Vendor Response

by Nutshell on July 05, 2017

Hi Jake, We appreciate your feedback. Thanks for sharing your feedback about the Lead and Company relationship. We are investigating this function and will let you know if we make any changes. Thanks for being part of the Nutshell family. Amanda

Good working CRM software

May 12, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Connection to Gmail via the Plugin. Inside the system.

Cons: Tasks and ToDos in the Dashboard view do not update in the list once they are updated in the task / todo

Sometimes the Gmail PlugIn does not recognize a contact so you cannot connect the mail

Vendor Response

by Nutshell on May 14, 2017

Hi Daniel, Thanks for taking the time to provide us feedback. We will investigate the gmail plug-in/mail/contact issue you described. We are happy you are part of the Nutshell community. Amanda

Very easy system and Customer Service is superior, but missing needed functionality.

May 11, 2017
3/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: The system is among the easiest I've ever had to use. The Customer Service is top notch. They get back to me in a timely manner and I do like the Chat box for help.

Cons: It's not as robust as other CRMs I've worked in, ex: SalesForce. Missing a lot of functionality for larger companies or teams to benefit from.

Overall: Keeping track of all of my clients.

Vendor Response

by Nutshell on May 11, 2017

Hi Carol, Thanks for your feedback! We are happy that you are part of the Nutshell community. We are constantly adding more features and functionality to provide a more robust CRM for our customers. I am interested to understand what features you and your team would benefit. Amanda

Switched from SalesForce. Has everything I need and want in an easy-to use format.

May 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I can access my data from any device on the go, at a trade show, or anywhere in addition to daily use in the Mac App or in an open browser window. It always responds fast and is well organized.

Cons: I wish it could easily harvest customer info from Linked In or other sites. I find a lot of my new potential customers on Linked In and end up doing a lot of copy/past of company and contact information. I wish there were a way to do that faster.

Vendor Response

by Nutshell on May 11, 2017

Hi Dave, So great to hear you are a happy Nutshell customer. LinkedIn is difficult because they took away their API (we used to have it). We'll need to come up with some more creative ways to collect your information. Thanks for being a part of the Nutshell community! Amanda

Great to keep a database of members

May 11, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Easy to learn to use and easy to adjust to specific needs, great customer support.

Cons: The fact that you can't change the order or priority of contacts per company. And the fact that you can't link Nutshell easily to your website!

Vendor Response

by Nutshell on May 11, 2017

Hi Daan, Thanks so much for your feedback. I appreciate you sharing your contact and website link request. We appreciate you being a Nutshell customer. Amanda

it is good

May 09, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: easy to use and integrate contact and schedule to google.

have mobile version and show everything clear.

Cons: the character "&" and Chinese character can not be recognized by import file.
It would be good when I can charge the lead assignee to someone , then it can give me a options to choose change the related company, person along the lead together to the same assignee.

Vendor Response

by Nutshell on May 11, 2017

Hi Naif, We appreciate your feedback. Thank you for sharing the Chinese character snafu. We are currently looking into I18N. Thank you, Amanda

User friendly for most functionality . Great tool once I learned how to use it properly

May 09, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
5 / 5
Value for Money

Pros: The lead interface page and dashboard. I'm new to nutshell. I've been using it for about 5 months. I've worked with a lot of CRM software and even helped design some. I like how nutshell organizes all relevant prospect info on the lead page. I also like how the dashboard allows you to customize.

Cons: The task and activities list. It may just be that I don't know the functionality well enough yet, but the to do list, activities, etc needs work.

Vendor Response

by Nutshell on May 11, 2017

Hi Brad, Thanks for your positive feedback. We can certainly help you with the lists. Feel free to give our customer support team a call or chat. Many thanks, Amanda

I enjoyed the fresh screen and organization after moving from an older system managed for a good whi

May 09, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: I like how information is captured and the navigation. I like how duplicate information is caught and managed along with updates to details on the account and customization.

Cons: I would like import more information, but it was not limiting to my work. I don't have much to criticize and enjoy it much better than salesforce.

Vendor Response

by Nutshell on May 11, 2017

Hi Adam, Thank you for coming over to Nutshell! We are happy to help you with the importing. Feel free to reach out to our customer support team. Amanda

I have found the recent Nutshell reporting update to be really poor.

May 09, 2017
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

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.

Vendor Response

by Nutshell on May 10, 2017

Hi Stephen, Thank you for your feedback. It's disappointing that you don't find the reports useful. A customer support representative will contact you so we can clearly understand what we can do to help you. Amanda

I really love nutshell and it has changed the way we run our operations on a daily basis.

May 09, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money

Pros: I like the new data and sales reporting. It works very well for a manufacturing sales environment. I also really like the activity tracking, todo list tasks, and last contact. It is very easy to sort through areas with that, combines with map views and company/leads territory custom lists.

Cons: Leads and company note sharing- when you put notes in leads they don't show up in the company without at tag. Also the Mobile app is easy to use but the notes aren't as easy to access.
I would maybe add more annual planning details to help companies grow in addition to fiscal goals.
Another change that would be nice for larger databases would be last viewed columns, say you didn't email them etc it would be nice to know the last time called or time the account was reviewed by a particular user.

Vendor Response

by Nutshell on May 11, 2017

Hey Chris, Thanks so much for your feedback. We really appreciate your suggestions and will add them to our list. Thanks for using Nutshell. Amanda

I'm not a fan of this software at all. I don't even know where to start. I'd be happy to discuss.

May 09, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: Not much. There are no redeeming qualities of this software. We're required to use it for work and keep our contacts in but it's impossible to use or find anything. A search for Jane Smith returns Demita Evans. A search for Apex returns Zyno. You can't search by position, the names are listed randomly, you can't put them in alphabetical order. I could go on forever.

Cons: It's so hard to use. The search function is completely ineffective. You can't sort or filter anything. I'd be better off with an Excel spreadsheet of company names and contacts.

Overall: Not much. I could keep my contacts in a spreadsheet and have more access to the data. I'd be able to search data more effectively. It's pretty bad all around.

Vendor Response

by Nutshell on May 10, 2017

Hi Jessica, Thanks for your feedback. A customer support representative will be contacting you directly to help you set up. Thanks, Amanda

Nutshell has been a good addition to our business.

May 09, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: The updated and modern look of all the icons and images was a great add on. We are also excited to take advantage of the updated reporting capabilities as well.

Cons: How leads have to be added into the system. Before an update was done, the company information (address, phone, etc) and the person information (address, phone, etc) was able to be added directly when creating the lead. Now the lead must be generated first and only the company name and person name can be added at time of creation. You have to then go back and add all other information for the company and person after. VERY tedious and frustrating this process was changed.

Vendor Response

by Nutshell on May 11, 2017

Hey Autumn! Thank so very much for your feedback. We greatly appreciate your suggestions below- and I will work with our development team to try to alleviate some of your frustration over the next couple of weeks. Amanda

Nutshell helps me get more work done is less time. I wish the mobile apps were more functional.

May 09, 2017
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: The ability to automate tasks is pretty spectacular. I also very much appreciate the ability to make a call directly from the mobile app, log it, and make a note about what was discussed.

Cons: Besides the ability to make phone calls and log them directly from the mobile app, I am very unhappy with it. I spend about half my time on the app and half my time on the website, and the ability to log tasks generated in my leads really needs to be in the mobile app for Nutshell to make a significant difference for me. I would also like the ability to tag people in task notes in addition to the current ability to tag people in general notes.

Overall: Nutshell helps me get more done in less time, plain and simple. Our business is centered around new sales and taking care of those clients we already have. Nutshell helps simplify our communication while also assisting us in making that communication more timely.

Vendor Response

by Nutshell on May 11, 2017

Hi Bobby, Thanks for taking the time to share your feedback. We are doing a large development effort on the mobile app and hope that it meets your needs in the next couple of months. Happy to hear Nutshell makes you get more done in less time, that's our goal! Amanda

Overall happy with product - minor improvements with interface would be nice.

May 09, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Overall ease of use - simple workflows for creating historical trail of communication. Easily create categories and tags to filter contacts / companies. Flexibility of custom workflow

Cons: Floating windows that hover over content (contact info pops up when viewing company information - can be confusing what you are looking at - company info or contact info

Duplicity in creating Leads. (Assign people / name of lead / company).

Duplicity in having to "select" logged activity - when in fact you have previously logged an activity

Vendor Response

by Nutshell on May 11, 2017

Hi Michael, We are really happy to hear that you are pleased with Nutshell. Thank you for your suggestions below - I will add them to our requests list and see what we can achieve. Many thanks, Amanda

Very solid tracking system

May 09, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Likely

Pros: Easy to use; Tracking clients and leads are very useful to driving revenue; Linking email accounts and documenting conversations saves me a great amount of time

Cons: Settings area could be setup better to link accounts and report setup could function a little better. Granted improvements have been made over the past year where it is much better than before.

Overall: Tracking clients, leads and sales forecasting

Vendor Response

by Nutshell on May 11, 2017

Hey Dan! Thanks a bunch for your feedback and taking the time to review Nutshell. We are happy you find the system solid and we'll investigate your concern with the settings area. Many thanks, Amanda

Easy to use but not enough features to provide our processes

May 09, 2017
4/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Easy to modify with custom fields and the possibility to make your own funnels.

Cons: No custom fields possible for products
No possibility to make funnels aftersales en add to a won lead

Vendor Response

by Nutshell on May 11, 2017

Hi Bjorn, We appreciate your feedback and being part of the Nutshell community. Thanks for your custom fields and funnel after sales suggestions. We will add these to our working list. Amanda

Overall great product. Easy to use and great value.

May 09, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use and reporting. Mobile app is very easy to use and access. Tracking of history and activity. Logging of leads and tracking pipeline.

Cons: Missing some reporting criteria that would be useful. Mapping of locations and customers has some errors when searching.

Vendor Response

by Nutshell on May 11, 2017

Hi Matthew, We really appreciate your feedback! Thanks for being part of the Nutshell community. Please let our customer support team know what you'd like to see in reporting, or please respond back to my email. Thank you! Amanda

It is constantly being improved and the customer services is fantastic.

May 09, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The importing is wonderfully smooth. I often use the filtering function to narrow down locations geographically.

Cons: The mobile application allow filtering contacts/companies by distance. I feel this feature is the best improvement that Nutshell can make.

Overall: Accountability

Vendor Response

by Nutshell on May 11, 2017

Hi Rob, Thanks for taking the time to give us some feedback. We really appreciate your sharing your request for mobile and we want you to know that we are working on this functionality. Amanda

Director of Business Development

May 09, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The calling feature allows recording of calls so it is easy to pick back up where you left of in a conversation with a prospect.

Cons: That you don't make it easier to line-up a bunch of people to call and then easily move through Calling while easily reviewing notes and information from your call / contact history. You can do this now but it takes a lot of clicking around. Can you package it. In Hubspot I could add people to a call list - set a time interval between calls - and it moves from one call to the next. Nutshell could do this.

Overall: Great contact mgmt for a good value

Vendor Response

by Nutshell on May 11, 2017

Hi David, Thank you for your feedback and greatly appreciate your request on call lists. We will investigate this feature and see what is possible. Amanda

I like the simplicity of the program

May 09, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: I like the timeline , but it would be great if there was a search box for the timeline. I like the simplicity of the program

Cons: You need more integration with different types of email clients not just your typical gmail. May want to look at way to start integrating with certain types of accounting softwares like quickbooks enterprise. Email campaigns.

Lastly you ios app needs work. it keeps flashing every time i'm looking for a contact, the notes sections sometimes cannot be read, its lacking some features from the desktop. I would like to see a map feature on the mobile app. I would like to for it to automatically record a call if wanted to.

Vendor Response

by Nutshell on May 11, 2017

Hi John, We appreciate you taking the time to provide feedback. I am personally working on our integrations and we will have more in the not so distant future. We are aware of the mobile app and are working on it. Thanks for being a part of the Nutshell community. Amanda

We signed up on a Beta unknowingly that the features could change and be taken away from us

May 09, 2017
3/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money

Pros: It does what we need it to do without over complicating things or wasting too much time on data entry

Cons: We liked click to call feature through our phone but lost that feature. It's not a specialized CRM for our field and the customized features are hard to navigate on a laptop and on a different screen in the mobile app

Vendor Response

by Nutshell on May 09, 2017

Hey Matt, Thanks for taking the time to provide some feedback. All of our click to call functionality is still available and widely used. We are working on enhancing the mobile app and I will let the team know this is important. Amanda

Mostly you have everything I need, but leads view can be more friendly, like in pipedrive, drag&dr

May 09, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Pros: It's easier than our previous CRM.

Cons: Your search engine sucks: when I'm searching a lead by typing its name, I can't find it. It's very annoying. I'm looking for different, more friendly stuff. Also, you are in different time zone, when I need help, when servers are down I have to wait hours for an answer, because you are probably sleeping when I'm working.

Vendor Response

by Nutshell on May 11, 2017

Hi Krzysztof, Thanks for your feedback. We are working on ways to expand our CX to be more accessible in different time zones. Search is also at the top of our list to enhance. We appreciate you being a part of the Nutshell community. Amanda

Easy to learn and use

May 09, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Advanced search with tag EXCLUSION in filters
Periodically send reports in email as pdf (eg: like Google Analytics)

Cons: Leads are not assigned directly to the owner of the company: I must reassign manually every time.
In Company window I like view annual leads amount, and not total lead amount.

Overall: Proper management of leads and companies across users.
A total and functional company monitoring.
A proper customer management

Vendor Response

by Nutshell on May 11, 2017

Hi SImone, Thanks for taking the time to share your thoughts. Attaching leads to company owner is a valid request and I will include this on my feature list. We appreciate you being part of the Nutshell community. Amanda

Quite good but limited for the Not for Profit sector

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: Ease in which data can be organised. Ease of data exports. The integrations with Gmail and other platforms is also very handy.

Cons: No tailoring to NFP sector which is why we have recently switched to Salesforce NFP and will not be renewing our Nutshell account.

Vendor Response

by Nutshell on May 11, 2017

Hi Sarah, Thanks for your feedback and we are sorry to see you go. Amanda

Super easy to use

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to walk leads through the sales process and add a lead with the app.

Cons: Im having trouble getting it to sync with office 365 so I dont have to enter contacts and company info twice. Difficult for my business where sales cycle is long and purchase volumes are defined as annual repeat business not single sale.

Vendor Response

by Nutshell on May 11, 2017

Hey Todd! Thanks for sharing your feedback. Please do reach out to our customer service team to assist you with the office 365 sync, as well as creating a way to implement your annual repeat business. We appreciate you being a part of the Nutshell community. Amanda

Nutshell is adequate for entering client information, but needs more bandwidth in sorting data.

May 08, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: Being able to save emails using the bcc@nutshell.com in the blind copy. Ease of creating a company and or contact.

Cons: I hate that email document attachments cannot be captured when bcc'ing a client correspondence to nutshell.
I hate that I cannot easily create lists by city, state, country. Entering addresses is all a run on sentence.
I hate the way the tagging system works.
I hate the data import/export process is over complicated.

Vendor Response

by Nutshell on May 11, 2017

Hi Stacie, Thank you for your feedback. The good news is that we are working on the email attachments and will have this feature available in the near future. Our customer service team can help you with tagging and importing and exporting. Please do reach out to them. Amanda

Over all it has been great to use, have had some issues with freezing when switching from Dashboard

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to set appointments and track who I have talked with and what we talked about and set follow up calls/appointments. The reports are a good tool for staying on track with my efforts/results. I've only had one experience with customer support but when I did they responded very quickly and had me back working in a very reasonable amount of time.

Cons: For what I use the software for there really are not any cons. I am an end user so I primarily use it for setting/following up/tracking my daily calls and contacts. I guess on the computer side the only negative I would say is the search engine is very fickle, sometimes you can put in specific words and you get some crazy thing that has nothing to do with the company or person your looking for and then you can misspell what your looking for and get exactly what you want.

I will say that the app for my HTC phone is somewhat lacking. I can set appointments just fine and log calls/emails but the searching for a certain person or company is very very limited

Vendor Response

by Nutshell on May 11, 2017

Hi Vince, We appreciate you taking the time to share your feedback. The search function is on our list to investigate and we are definitely working on the mobile app. Thanks for being a part of the Nutshell community. Amanda

great tool for tracking customers and leads. Good canned reports

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: ease of use. so easy to track customers and leads. Good canned reports. Easy to search data. relatively easy to add custom columns (still figuring out how best to use this feature).

Cons: Custom reports are a bit cumbersome; need to get support to work out a few custom reports. Not able to add appropriate custom fields (use for tracking customer feedback).

Overall: Tracking customer data. Managing sales team activities.

Vendor Response

by Nutshell on May 11, 2017

Hey Brian, Thanks a bunch for your feedback. Our support team can help you with your custom reports. Please do reach out when you have a few minutes. We appreciate you being part of the Nutshell community. Amanda

Easy to use, helpful when segmenting groups

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: I like that every member of my team can access the same information rather than having multiple databases in internal email contact lists. I also really like the tagging feature which makes it easy to create lists for specific events.

Cons: I'm still figuring out a lot of the tools so the regular updates are helpful but also make it difficult to navigate as the look is always changing.

Overall: This software is easy to use and works well for my business where we have remote employees.

Vendor Response

by Nutshell on May 11, 2017

Hi Katie, Thanks so much for your positive feedback! We are happy that you are part of the Nutshell community!! Amanda

Nutshell is reliable and able to handle large amounts of data well

May 08, 2017
3/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ability to track history by either a person, or the company they're connected to (such as email history).

Cons: Unable to show HTML from emails, producing ridiculous email content for all our users to try understand.

Vendor Response

by Nutshell on May 11, 2017

Hi Danelle, Thanks for your feedback. We'll need to look into the HTML issue to see if this is something we can fix on our side. Thanks for being a part of the Nutshell community. Amanda

It allows to keep a good track of the clients and his opportunities

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The thing i most like of nutshell is the integration with other software like Google apps (email, calendar, drive)

Overall: Register my leads, the activities and tasks relative, calendar the appointments, storage the documents related to leads, send email to them without go out of software. the value and profit of each leads

Vendor Response

by Nutshell on May 11, 2017

Hi Alejandro, Thanks very much for your positive feedback and for being a part of the Nutshell community!!! Amanda

i don't know about the money part but i like using nutshell

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support

Pros: I use everyday to set appointments, keep track of customers, call back ect. .look up info and anything else i need to reference.

Cons: getting use to changes you make, i am not in the area of reports just a user daily, so i can only call in when something has changed to see how to use it.

Vendor Response

by Nutshell on May 11, 2017

Hi Millie, We appreciate your feedback and that you are a happy Nutshell customer! It's great that Nutshell is meeting your needs. Amanda

Great tool provide by the best people

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Friendly to use, it goes with you every were ans every time you need support, the Nut Shell team responds fast and in a very professional way

Cons: The interface with other platforms or when you export data to Excel it may not be very organized and usefull

Overall: Sales, Organizational and Managment improvement

Vendor Response

by Nutshell on May 11, 2017

Hi Juan, Thanks for taking the time to share your feedback. We are happy that you are happy and appreciate you being a part of the Nutshell community. Amanda

Great for phone numbers and address's but it doesn't match our previous data base - "Maximizer"

May 08, 2017
2/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: It's an easy software to learn, but Pro is too short because there just aren't any real pro's for our use, but to change would be a nightmare, so we continue in hopes to see improvement.

Cons: Would be nice if you could see the "Owner" of the account on the lead no matter who starts the lead - It's constant going back and forth when you have to pay people by commission sales. The search engine could be improved to pickup on Not Exact entries.
It would be nice to see "ALL" the notes regardless if your in a lead or on the main page.

Overall: Still waiting to see for the most part - It is a good software to manage people on their calling the customer. Easy Spying on daily use. Glad we are a micro company, can't imagine using Nutshell for 1000 employees

Vendor Response

by Nutshell on May 11, 2017

Hi Susan, Thanks for sharing your feedback. The items you mention below are on our list to address. We appreciate you being a part of the Nutshell family. Amanda

Our experience with Nutshell has been extremely positive. The ease of use is exactly what we needed.

May 08, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use
Reporting abilities
Tracking and ability to customize what we need for our business model
The ability to manage and update our member company portfolio in one place

Cons: Only con is the inability to remove someone (a contact) from a specific company they are linked to without entirely deleting them.

Overall: Ability to track and organize all aspects of our member company portfolio including activities, contact via email, in person and follow up. Makes my job much easier!

Vendor Response

by Nutshell on May 12, 2017

Hi Tina! Thank you so much for your feedback. Good news, you can remove a contact from a specific company without deleting the contact. You can either go to the person page and remove the company or go to the company page and remove the person from the company. In both cases, the contact still exists but is no longer linked to the company. Please feel free to call our customer support team and they can walk you through the steps. Frank

Like the interface. Doesn't always do what makes sense.

May 08, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support

Pros: It's appearance & ease of working on a company. Has a lot of great features. Easily viewing the dashboard.

Cons: It's reporting capabilities. Lack of sorting efficiency. Maybe could use some simplifying & streamlining.

Vendor Response

by Nutshell on May 12, 2017

Hi Michelle! Thank you for your feedback. We've just rolled out improved reporting that our customers tell us is much more flexible and easier to use. Please let us know if the new reports work better for you. Frank

excellent. Awesome and very helpful. This program is very helpful to keep my client on truck. Thanks

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: everything is perfect. I can put my clients information fallow up with them and keep it in track and always can fallow up

Cons: everything is perfect. there is nothing I don't like and I am very happy to have Nutshell. This program is very helpful

Vendor Response

by Nutshell on May 12, 2017

Thanks for the great review Gayane! We really appreciate your support. Frank

Nutshell has features I like, but there are serious limitations to aspects of the product.

May 08, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The phone App is fairly strong. That I can call and have calls tracked from my phone App. That I know when an email I have sent through Nutshell is opened. There is quick and easy access to all Companies, People and Leads through the search function. That there is a reasonable degree of customization that can occur with Nutshell.

Cons: I am very disappointed that Nutshell does not integrate with my Google contacts as this requires me to double entry contacts, arg. I am also very disappointed in the non existent formatting within Nutshell email. In order for me to track whether an email is opened, I have to send it via Nutshell, hence I lose all ability to format good emails.

Overall: Ease of phone calling from the Nutshell App. Tracking of opened emails sent from Nutshell. Ease of access to Customer data through the search function.

Vendor Response

by Nutshell on May 12, 2017

Thanks for your feedback Lyle. We're happy that you like the phone app. We have placed the deeper integration with Google contacts on our development roadmap to be included in a future release. Frank

Not too pleasant

May 08, 2017
2/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money

Pros: Easy to use, well organized, saves info into a dashboard, quick, efficient, could use more contrast and colors possibly?

Cons: That it freezes and doesn't sync activities on a calendar at least once to twice per week. And then all of a sudden after an hour and a half of nothing, it loads up all the activities to it. It's very frustrating! I try to disable it and enable again and save, and nothing usually works until IT (nutshell) decides to work.

Vendor Response

by Nutshell on May 11, 2017

Hi Kira, Thanks for taking the time to share your feedback. One of our customer service reps will be calling you to see if there is something we can do to help you. Thanks, Amanda

very positive move for my company

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: it is very easy to use and with the home feed I am able to review our activity instantly and reply if needed.

Cons: doesn't work all the great with outlook . Some of my phone contacts names are removed if I add from my phone.

Vendor Response

by Nutshell on May 12, 2017

Hi Jeff! We're happy to hear that adopting Nutshell has been positive for your company. We are actively working on a deeper Microsoft integration that should resolve any issues you're having with Outlook. Frank

Nutshell has given our sales team the mobility and consistency to follow up with our leads.

May 08, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Various features like being able to click on the email of the lead and having a email from outlook appear with the lead email address and the Bcc, the mobile app allows users to check lead history from anywhere.

Cons: The reporting is not the greatest. They did just release a reporting feature, however we still run our owns sales reports weekly.

Overall: Flexibility between sales teams

Vendor Response

by Nutshell on May 12, 2017

Hi Marilyn, I'm glad Nutshell is working out for your company. Please let us know if our new reports work better for you. Hopefully we can supplement some of your sales reporting. Frank

Using Nutshell is great; Very easy to keep necessary client information in one space

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: We enjoy/are able to utilize the ability to log activities and take notes on client interactions the most which is very helpful to out business.

Cons: Often when attempting to separate clients from existing groups, it can be difficult. It would be very helpful if there was an option to exclude certain tags, etc from an existing filter.

Vendor Response

by Nutshell on May 12, 2017

Hi Tom! I'm happy that Nutshell is helping your business. Your idea about excluding tags from a filter is definitely on our development roadmap and will be available in a future release. Thank you so much for your feedback. Frank

Most of the features work well. A few lacks are quite frustrating to my work.

May 08, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: I like the ease of navigation, and the timeline for each lead page. The template portion is a real time-saver and help.

Cons: The leads list is very frustrating. If I want to follow up on my leads, I want to know how many emails only I have sent. I don't need to know the total emails that includes what others have sent. Now I have to open the lead page to see what and how many emails I have sent to that lead. It is especially time-consuming, as it prevents me from doing a group/mass email, not knowing what kind of email has previously been sent out by me. Also, when I click on "send an email" it would be helpful if all the email addresses for that one lead were automatically included. Also, make all the email addresses visible on the sidebar without having to hover over the blue people card.

Overall: Good tracking of process and progress on individual contacts or leads.

Vendor Response

by Nutshell on May 14, 2017

Hi Eloise, We appreciate you taking the time to provide us feedback. A customer service representative will contact you directly to assist with you leads and lists that you describe below. I am certain we can figure out a workable solution for you. Thank you for being a part of the Nutshell community.

It has saved me a lot of work.

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: It helps me to keep track of contacts and jot down notes after I have finished talking with them. At the end of the month, I need to compile them. This has made it so easy.

Cons: I need to learn more about the software to know what a con would be. Right now, I would like it to tell me the people I have not visited for awhile. It may be able to do that now. Not sure.

Vendor Response

by Nutshell on May 12, 2017

Thanks Allen! I'm glad that Nutshell is making your job easier. It's actually easy to pull up a list of people you haven't visited recently. If you call customer service or start a Nutshell chat, we can walk you through how to set that up. Frank

On par with the rest

May 08, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Interface is fairly clean. Price is reasonable. Kind staff. Good Midwestern folk are a nice break from Silicon Valley types. Attempt to be progressive is appreciated.

Cons: Missing obvious reports like a weighted pipeline. Customization with reports is limited.
Integration with Google and Mailchimp in particular feels lighter than what would be ideal. Built-in mail campaigns lack quality formatting options and attachments. Support is very slow to respond. I've watched the service get worse over time.

Overall: CRM...

Vendor Response

by Nutshell on May 14, 2017

Hi Stephen, We appreciate you taking the time to provide us feedback. We are working on the items you mention below. I am responsible for integrations and will tackle getting more Mailchimp functionality embedded into Nutshell. Attachments are on the way and we will continue to work on making Nutshell more robust. Thank you for being part of the Nutshell community.

Good for most; Doesn't seem to handle recurring/subscription revenue well

May 08, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: UI is getting much better in general, and the software has always been quite reliable (rarely down or broken).

Cons: 1. Can't duplicate leads (we have customers that renew annually - I have to create new leads with all of the information each time)
2. Can't type an actual date in (must pick it) - every time I create a new lead for an annual subscription in the future, I have to click 12 times to get to the right month. Doing this for 20-30 leads makes my hand want to fall off
3. Hard to add future subscription leads - if we sell a monthly subscription for our product, we have to manually create 12 leads each year. Very time-consuming.
4. Editing contacts should be possible in-line. You can add emails/phone, but changing title and other items require you to leave the lead and go to the full contact form.
5. I preferred the older 'create lead' form which was the full page. The new one is less productive because you have to fill it out, then go the full page version and finish all of the items that were missing in the pop-up version.
6. Pro version cost. We don't need anything from Pro except the funnel report for only one user. To get that it would require all users going pro and increasing our cost by 4x which isn't possible.

Overall: Better tracking of our forecast and contacts.

Vendor Response

by Nutshell on May 12, 2017

Thanks for the feedback Robert. We've had a few customers, like you, ask about the possibility of splitting users between the Standard and Pro versions. It's something we are seriously looking into and will be asking more of our customers if this is important to them. Frank

Nutshell was provided to me my boss to help track and organize sales calls.

May 08, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support

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.

Vendor Response

by Nutshell on May 14, 2017

Hi Mike, We appreciate you taking the time to provide feedback- I sense your frustration and perhaps there is something that one of our customer service reps can help you with as far as logging leads, activities etc. I will have someone reach out to you directly. Thank you for being a part of the Nutshell community. Amanda

User friendly, intuitive, beautiful UI.

May 08, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: User experience is pretty great. I love the interface. It's very intuitive.
We are still ramping up in sales- so we will see if Nutshell will be able to scale with us.

Cons: It's a love hate really- I love that it pulls Social media profiles of leads. However 1 out of 20 are incorrect.

Overall: better tracking of lead/customer interaction. It helps all team members involved in sales/implementation be on the same page.

Vendor Response

by Nutshell on May 12, 2017

Thanks Allison! Our developers are really glad you like our interface because they spend long hours working on it. :) Frank

Works well for what I use it for. could have better opportunity pipeline info, tracking and report

May 08, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Pros: easy to use contact management and integrates with cell phone pretty well. has the best business card scanning functions I have every used.

Cons: does not have easy to read reports for opportunity. hard to load value of opportunity for my buisness

Vendor Response

by Nutshell on May 14, 2017

Hey Jim, Thanks for taking the time to share your feedback with us! We are interested in understanding what you'd like to see in your opportunity reports. We appreciate you being a part of the Nutshell community. Amanda

Great way to manage and stay on top of leads and contacts!

May 08, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: I like the ability to record/track activity with everyone so that we can pull reports to help manage everyones leads.

Cons: I feel as if there are a lot of features that are offered that I am unsure on how to use. I plan on getting in contact with Sarah Brigham this week to fully understand the capabilities so that we can use Nutshell to the best of our ability!

Vendor Response

by Nutshell on May 12, 2017

Hi Dillon, Sarah's looking forward to your call! Frank

Nutshell is overall a great CRM that incorporates good features and provides great customer service

May 08, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I appreciate the constant updates. Nutshell has some ways to come, so it is nice seeing changes be made. Customer service is always on spot and very friendly. Nutshell support page is great for new employees, referring them straight to there for advice. The adaptability & usability of the interface is very user friendly.

Cons: I have been using this software since October of 2014. So far, I think what needs to be implemented on the "Admin/SetUp side" is making sure Products, Reasons why Leads Close, the Sales Process Competitors, and so much more need to be added from the start with Nutshell and the business buying the service. The reason being is because over the last two years, slowly things have been added/removed/changed. So now we have 2 years worth of jumbled data IMO. Going through a thousand leads that only a handful of them have tags on to find out why something was closed via notes or what product was sold is a little silly. I think the setup process should include this for the end user (being our company). Mind you, I was not the one to set up the account with Nutshell so I am unsure if this is something offered, but It helps a lot when running reports on products, etc.

Vendor Response

by Nutshell on May 14, 2017

Hey Sebastian! Thanks for taking the time to share your feedback with us. I hear you on the changes over the last couple of years. I will talk to our dev team about the requests you mention below on the Company. We appreciate you being a part of the Nutshell community. Amanda

Easy to use and inexpensive! It has help our sales out a lot!

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Ease of use and cost. We looked at many different option before we chose Nutshell. The searches are fast and it's easy to track my sales people.

Cons: I am visually impaired, so, having the option for a darker theme would be AMAZING. I also don't like that I can't have "parent" companies.

Vendor Response

by Nutshell on May 12, 2017

Thanks for your feedback Seth. We are very proud that Capterra named us one of the top CRMs in both User-Friendliness AND Affordability Frank

We have been users since 2012 and it has been a great asset

May 08, 2017
4/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: Pretty easy to navigate and find information. The ability to attach files and to keep up with history.

Cons: Last year the dashboard was changed and we don't like the new layout. we prefer the old one as the To Do list is not so important for us.

Overall: Tracking new customers and having a database for existing customers and the equipment they have purchased from us.

Overall it's positive. I know I can expect it to be working day to day.

May 08, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: How flexible it is for when we decide to track new customer information. The tag system and how people are connected to companies is rather nice.

Cons: How difficult it is to search for a customer or person by their phone number. Right now I have to create a temporary filter and enter the entire phone number in it to see if there's an entry and then have to do it again for people if the number wasn't recognized as a company.

The feature I want most is to be able to type in the last 4 digits of a phone number and see every person and company attached to that number.

No proper iPad app. No offline desktop apps. There was a feature I was missing on the iPhone app but can't remember what it is.

Overall: Multi-user contact sharing with phone app and SSB desktop app. Helps us track current customers and work with them more effectively.

Best Customer Service

May 08, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: - design and easy to use
-Colors
-Simplicity
-Price
-Organized

Cons: -Not many advanced functions as reports and graphics
-Very basic
-Integrations dont work in all countries (we are in Colombia)

Working with the Nutshell team has been a great experience!

May 08, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
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Pros: I like the ability to customize the sales process. That multiple users can be under one email and team. The dash board is a great at a glance indicator of where we are in the month.

Cons: The calendar/sales goals does not line up with our fiscal months. We have a booking cycle and a sales cycle and it hard to track against both of them.

Overall: transparency into our sales process

Vendor Response

by Nutshell on May 12, 2017

Thanks Liza! Our team loves working with you as well. It's always great to have local customers from great companies. Frank

This is my company's first use with CRM system. I have been pleased with the experience.

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: The software makes it very easy to keep track of communication with each of our potential clients. Being able to email directly through the software is very convenient, compared to going back and forth through email. The functions of being able to add indiviuals and companies to each Lead is helpful as well rather than just 1 person/ company. As our sales will usually go through a couple chanels before final sale.

Cons: Mobile app feature is decent. It doesn't have all the functions as online. Such as adding notes or logging activities. This would be helpful when traveling to add at the same time of meeting or directly after, rather than needing to go to actually computer. Previously had some trouble finding the emails logged if I hadn't created the company/person before sending the email, but I believe this has been resolved recently. The stages of Leads doesn't neccesarily apply to our sales steps. We offer service and products and most of our Leads to do not follow the linear nature of stages.

Overall: Great customer service. Good price for small/ start up businesses & sales teams. Great management of timelines for contacting each customer.

I appreciate how the software holds information about clients and prospecs, could be simplified.

May 08, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
Likelihood to Recommend: Not
Likely
Extremely
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Pros: The search function to find information about clients. The email groups and template options.

I use Nutshell for information holding, email groups and email templates.

Cons: I find it very frustrating that I cannot add people to companies at the same time. Having to add a company, and it's information, THEN go through an entire second process to add the people that work at that company? This keeps me from using Nutshell.

Overall: Information holding and group emailing.

90% of what you need.

May 08, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: Quick and simple view of daily events from users. Customize fields, and internal setup is quick and simple.

Cons: No way to retrieve content off line. In the event that you can't get online by any means you should be able to access a customers contact information.

Overall: Five years ago it was the perfect fit for what we needed in a crm software.

Good experience, but need to upgrade to Pro to access full functionality.

May 08, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: Cloud subscription and integration with Microsoft Office365 means that I can work from anywhere using multiple devices (i.e. computer, tablet, smartphone).

Cons: Pro has features really needed by small business owner. I will eventually have to upgrade or find another CRM tool.

I can only set up one sales process. Because my government and commercial customers do not follow the same buying process, I have two different sales processes.

Overall: The software helped me think about my sales process.

Vendor Response

by Nutshell on May 15, 2017

Hi Jordan, Thanks for taking the time to provide us your feedback. You are correct- Pro is designed for the small business owner who needs full functionality. Starter is really for those who are just getting started with CRM and managing clients. Amanda

Overall, fairly satisfied.

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: Love how organized it keeps me, and the information trail it keeps for each account. Tags are extremely useful.

Cons: Love the mass email feature, but really need to be able to attach files when emailing within Nutshell.

easy to use

May 08, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: click to call feature, call recording and integration with Gmail, template feature, and use.
overall pretty user-friendly from a front line user of the tools,

Cons: inability to attach docs to outgoing emails, the relation of a company, person, and lead can be confusing when reviewing leads. not too familiar with the reporting tools as much.

Overall: tracking and visibility to pipeline

Overall its a beneficial sales CRM. There are some specific team needs that Nutshell has limits on

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: Ease of use, and reporting capability. Great to keep our sales team communicating on 1 platform instead of using multiple tools to carry out our daily tasks

Cons: Limited security roles, user preferences. Needs more customized notification settings to filter by sales team, not just all or nothing. Needs to take into account (for revenue tracking) recurring monthly service products, and needs to improve on international based sales team capability

Overall: streamlining our sales team and reducing the # of softwares/tools needed to communicate

it is easy to use and can semi - customize

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: it is easy to enter new data. I like being able to generate an email via Nutshell. I love the map feature. Also, like the note section. it's great to see when co-workers have been in contact last with each contact.

Cons: Search features are a little rough. You need to be very specific and sometimes I do not have enough information to find a contact, re abbreviations,etc

Vendor Response

by Nutshell on May 12, 2017

Hi Maryann! Thanks so much for the positive review. If you reach out to customer service, they may be able to give you some tips to help you on your searches. Frank

Overall between a C+ and B-

May 08, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: Not
Likely
Extremely
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Pros: I like the "explore" function on leads. This helps me see my progress through the year.

Cons: I wish we could send quotes and create orders in the lead. I think it would be a nice upgrade to have the software pull recommended customers that i can assign to the lead based on the area of the lead.

Overall: Data base and lead organization.

Vendor Response

by Nutshell on May 08, 2017

Hi Tom, Thank you for your feedback. I have noted your requests and have added them to our list. Thank you for being a Nutshell customer. Amanda

The app works great when connected to wifi. On the road the app has some problems.

May 08, 2017
3/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: The layout is great and easy to use. The support page has all of the information we need to find out how to complete a specific task.

Cons: When entering in a customer account, the app will erase the letters while you're typing. We are also experiencing a problem after logging activity the app will delete all of the information we are logging. I live in Ann Arbor and have asked to meet in person several times and the answer is always no. I need to know these problems can be fixed.

Overall: Tracking activity of sales reps, customer account data, establish sales goals.

Vendor Response

by Nutshell on May 08, 2017

Hi Barry, Thank you for your feedback. We are happy to host you and other customers here in our office. Please do call our office to set up a time. We look forward to meeting with you soon. Amanda

Nutshell Review

May 08, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Automation - syncing emails and events to timeline and calendar

Cons: No ability to move through a list using a single click. No ability to alter a custom field after creating (i.e. change from text to currency)

Overall: Creating of a daily schedule due to ease of creating Activities per active accounts and active prospects.

I personally struggle with Nut Shell -especially the calendar.

May 08, 2017
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
Likelihood to Recommend: Not
Likely
Extremely
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Pros: The map, IF we have the advisor entered into Nut Shell I can pull up a geographical area and it will include advisors in that area.

Cons: Calendar, scheduling.
Doesn't allow for Outlook invites to be added to Nut Shell. When I receive an Outlook Invite I need to physically add it to Nut Shell. this is a problem.

Vendor Response

by Nutshell on May 08, 2017

Hi Darin, Thank you for your feedback. We are aware of the Outlook calendar issue and are working on enhancing it. We appreciate you business. Amanda

Relatively easy to use, good tool.

May 08, 2017
3/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: Helps organize our leads and work together collaboratively. Also helps me keep track of tasks. I can make calls from it.

Cons: Quality of calls sometimes are not good. Also my tasks get lost sometimes. It would be good to integrate them into my calendar somehow.

Vendor Response

by Nutshell on May 08, 2017

Hi Nouhaila, Thank you for your feedback and suggestions. I have added them to our product list. We are happy you like Nutshell. Amanda

User friendly product that has helped our company grow and transcend our industry.

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: It is pretty easy to get up to speed with the software which has been a nice feature for our organization as we've had multiple people needing to use Nutshell...the reporting and tags have been really helpful..I run a lot of custom reports and using the tag feature on a daily basis.

Cons: It has been challenging to be able to connect with support staff about a technical issue. About a year ago, I really enjoyed being able to message with support staff if I had a question..now it seems like I have to wait a day or two for an automated email reply with some links to some possibly related topics of interest.. my questions can be fairly technical and multi-faceted where either use of messaging or simply talking to another human would be more beneficial.

Overall: Nutshell allows a very small company like ours to manage all of our leads and clients in a manner that would be quite challenging without the software. We are a very unique business in a niche industry and Nutshell adapts very well to our needs.

Overall good`

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Like the features of being able to see email from team to clients. Good to compare and see progress of sales each month.

Cons: Would like to be able to choose what emails are shared from app. Also would like to organize products manually not alphabetically. Emails don't always connect to leads. Also would like to see an d iPad app.

Still learning .. but each day it is making my life so much easier!

May 08, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: It captures everything I need in one locations ... best feature for me is the integration with Outlook so as all of my emails are in one spot.

Cons: Sometimes I feel like the data entry has to be duplicated when building a lead/company or person. I have not had as much time as I would like to explore all of the features so not sure that I am setting it up the best possible way.

Overall: In a nutshell ... all my acorns in one basket ( "files" in one location)!

I really like nutshell in that it's appearance is clutter free, easy to understand and easy to use.

May 08, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: The ease of use. The layout is very functional and easy to use and understand. I love all the stats too.

Cons: We have a huge problem in the fact that when we send emails, a lot of times it puts someone else's name in the spot instead of the account we are under. I have no idea why that happens, but it's done it since we started with Nutshell. It's like it pulls another name from somewhere. Would love for that to be fixed so we can send emails easier. thanks.

Vendor Response

by Nutshell on May 09, 2017

Hi Angi, We are happy you like Nutshell. Thanks for letting us know about the email name swap situation. I will let engineering know so that we can investigate it. Thank you! Amanda

It has been a great experience using Nutshell

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: It's intuitive and easy to figure out how to use in a short amount of time. Integration with email and MailChimp is nice.

Cons: I wish there was more options for bulk editing people like changing addresses, updating phone numbers, etc.

Overall I find this software easy to use and very helpful!

May 08, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Easy to use and navigate. Once you know how to do something, it is pretty straightforward figuring things out from there.

Cons: I would like a slightly better customer summary area. Maybe instead of optional notes, some kind of way to keep all the important information about the customer in one place

I don't use a lot of the features, I just simply write notes about customers.

May 08, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: I like that's it's web based, and that it can store information about my clients. That's really about it.

Cons: I dislike very much that I cannot search using CTRL + F for stuff on a clients page. I'll have a lot to look though and I'll want to search for a specific word, say "lunch" or "meeting." I cannot search for these words. Instead it just pulls up the search bar for people. Very unuseful for a CRM....

I really hate that when I do search, it rarely finds me what I need, and almost never quickly. It's difficult to find phone numbers, if I search someone's name, it'll pull up everyone's not CLOSE to what I'm search for, but somehow not the specific person....

My daily tasks somehow get clogged by what is in the leads... perhaps there's a way around this, but I haven't found it yet. I can't really rely on tasks or to-dos with Nutshell, so I use Trello for that.

I can mostly use Nutshell for just storing stuff about my clients, and even then finding that information months later is not very easy, frustrating and not very helpful.

Overall: It stores information about my clients. (Though it's not easy to get or use that information later on.)

Vendor Response

by Nutshell on May 09, 2017

Hi Nicole, Thank you for your feedback and for sharing your frustrations about search. I have added this info to my product list and we will discuss it internally. We appreciate you being a Nutshell customer. Amanda

We are moving to a different solution that is more stable.

May 08, 2017
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: It is fairly easy to use. It is a good started CRM. How they handle companies and leads is well done.

Cons: It is not very stable.

The software would often freeze on us and it would often crash.

It did not have an email directly from the CRM option which would have been nice.

Vendor Response

by Nutshell on May 08, 2017

Hi Dave, Thank you for your feedback and we are sorry to see you go. We do have options to email directly from the CRM and are happy to explore these with you. Thanks, Amanda

Nutshell has allowed me to stay focused and on task and helps me to understand my results better.

May 08, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I like Nutshell's highly customizable sales process the best. I really like how data can be copied and pasted in the different info fields.

Cons: A Global search, (like in MS Outlook), is needed.
The Nutshell iPhone app needs work, very difficult to log while mobile.
The create a new person/company, etc. screen needs a note field where data can be pasted for future use and to create the new item in the 1st place.

This is an intuitive software that really helps us organize and learn from our business.

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The ability to add and delete users as our business changes is very attractive to a company of our size.

Cons: There are still some features regarding administrators that we would like to see refined. We believe there should be layers of administrators vs. the all or nothing approach. Regular users should be able to customize reports.

Overall: We have become more organized and informed about our day to day business.

I set everything up, make any adjustments, and train our end users

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: I really like the ease of use. It's very simplistic but a lot can be done with it. The program is pretty user friendly. Each user is able to customize their own views. Also, the customer service has been great. Not only are they quick to respond, but it's nice to know they take their users' suggestions and implement them if they are an improvement to the product.

Cons: Probably my one complaint would be that if you choose 'phone number' as one of your columns to display, it chooses the first number under that profile which could be a fax number or mobile number and then the display simply shows up as 'phone number'. It would be nice to be able to choose to show the different kinds of phone numbers.

Overall: Easy to track our contacts and sales leads. Great tool for management.

Vendor Response

by Nutshell on May 11, 2017

Hi Michelle, Thank you for your comments. We do take our customers' feedback very seriously - as we are here to help you all! To address the phone number issue you mentioned; you are able to appoint which phone number is displayed in the list view. If there are multiple numbers associated with the contact, simply star the one you wish to be the default. If you have trouble with this, please contact our support team who will be happy to help you! Best, Asya

Good starter CRM

May 08, 2017
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: We explored a number of CRM solutions and initially selected Insightly after trying to get Tiger CRM working. Insightly functionality was too limiting and consequently was not being used. Our second round of trials lead us to Nutshell, which we have been using for about two years.

We found Nutshell to be reasonably robust and easy to use. We have been using it for about two years now. We have about 30,000 contacts and 11,000 companies.

Cons: We are now running into some functional issues which we have to address with addons, including Mailjet for email campaigns and Zapier for data transfer. The lack of a quoting interface, manual address entry into Quickbooks, lack of phone integration, and incomplete email integration. With the exception of QB integration, the other functions can be addressed with more addons. By the time we get done adding on the functional holes, the price becomes quite high.

The reliance on addons also means that the system becomes unwieldy; a different system, management interface, and subscription for each function.

At this time, I don't think there is a good solution for QB integration at all. This may not be significant since QB for Manufacturing is below our needs anyway. Our next step may be to use PostBooks, Xtuple, or some other MRP system that includes CRM. But, those also carry their own management burdens and costs.

Nutshell does have a reasonable email interface to send correspondence through our IMAP server, but the markup tags are cumbersome, are error prone, has no CC or BCC field, and the reply emails don't populate under the Nutshell customer(s). Consequently, only half of the conversation is visible. Of all of the above, this is the most significant limitation at this point.

Overall: Consolidated location for prospects and communication history.

Simple and effective

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Ease of use, communication ability, customization. I like that it doesn't make me put a minimum amount of characters!

Cons: More widgets and ability to tie-in with other programs/software would be nice.

Vendor Response

by Nutshell on May 11, 2017

Thomas, Thank you for providing some feedback. We are actively working on expanding our integrations community so keep an eye out for new and/or improved Nutshell integrations! Cheers, Asya

Nutshell has been a necessity for our business.

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The Dashboard is amazing for keeping up to date on the happenings in Sales. I also really appreciate the Wallboard(summary of sales that month) as we google cast it to your TV in our kitchen. The sales process functionality ensures all leads go through a standard sales process. Really good stuff. We're really glad to have supported Nutshell all these years.

Cons: SaaS support. I'm still not able to find CRM software that is geared towards SaaS companies. Seeing as Nutshell is a SaaS company I'm surprised they haven't added support for this yet. Once a lead is marked as one, you can't have steps in the sales process (mail a welcome package, follow-up after 2 weeks, 1 month, ask for an online review ;P) You have to manually create these tasks. Instead we've had to utilize Zapier to add a task to Asana for this. I wish we could do it all in Nutshell.

Overall: Organization across sales, support, and billing.

Nutshell lacks some basic printing functions. There is no printer friendly options.

May 08, 2017
3/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Having nutshell available in the mobile version (on your phone) is great. Being able to collaborate is good.

Cons: You cannot print lists of companies, people, or territories. This seems like a very basic thing. You have to export your information to excel and manipulate the data to print what you want. Then, you have 2 areas (excel and nutshell) that you have to make changes to if you want to keep things updated. Quite disappointed with this.

Vendor Response

by Nutshell on May 09, 2017

Hi Wayne, Thank you for your feedback. I apologize for your frustrations with the extra printing steps. I have added this to my list of requests and we will keep you updated. Amanda

some UI inconsistencies cause confusion in sales team, but overall easy to use.

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Colorful and easy to navigate - easy for legacy and new sales associates to use and get something out of it.

Cons: Search is terrible. If you don't know exactly what you're searching for, far too few results populate to make good decisions. Should be able to type query, press enter and get a list 20 results or more. If you have 12 leads with a company, the one you're looking for might not show up.

Also how you enter info - like adding a person to a lead. if you don't add their role or notes when creating the person, you can't add it later unless you exit the lead and update the person on their profile page - this should be an option in the pop-up quick edit window.

Overall: Ease of use compared to a zoho or salesforce.

Value for price/head.

Burdensome & non-intuitive. I wouldn't choose to use Nutshell, but company I rep for requires it.

May 08, 2017
3/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Pros: The speed with which I can upload my PO documents.

Cons: Pretty much everything. Sorry, it's just the truth.

Overall: Very little or none, in my opinion. I have a personal method I devised to manage my own contacts, and one company I rep for began requiring Nutshell. It is burdensome, non-intuitive, make-work, and time consuming. It doesn't save me time, it costs me time. But oh well...

Vendor Response

by Nutshell on May 09, 2017

Hi Paul, Thank you for your feedback. We understand your frustration in being forced to use a tool you didn't choose. I am positive our customer support team can make your life better and I will have someone reach out to you directly to get you set up. Amanda

Great!

May 08, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Simple and accomplishes what we need unlike Salesforce which can be overwhelming if you simply want a CRM prospecting tool

Cons: Like anything, it takes a while to get used to new software, but overall it's been great - I just needed to make sure I carved out some time to mess around with it

Vendor Response

by Nutshell on May 11, 2017

Kent, Thanks for your feedback! We're happy to have you as part of the Nutshell community. Best, Asya

The customer support has been terrific. The product itself needs some refinement.

May 08, 2017
3/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: The customer support has been great. All of my questions are answered quickly. Someone is always available.

Cons: It is very clunky to use. The features are inconsistent. Example: sometimes you hit "save," sometimes it is a check mark and sometimes it saves without doing anything at all. The address fields need to be expanded. They do not accommodate international addresses. When you enter a new person at an existing company, the fields should automatically populate when you select the company. They do not. When you create a lead for a company, the people that are associated with that company should appear. when you enter a new person, you have to go to 2 screens to complete the process.

Vendor Response

by Nutshell on May 09, 2017

Hi Becki, We appreciate your feedback and are happy you have had great customer support experiences. We have the international fields on our list already and I will discuss the clunkiness with our team internally. Thank you for being a Nutshell customer. Amanda

leads don't allow you to easily sell services, only products. After sale service is hindered.

May 08, 2017
2/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps.

Cons: Every lead typically has a company or contact. But if you don't save the activity in the lead, and instead under the company or individual contact, you can't see it when your client calls in regarding the sale they want service for, so your customer service is hindered and your sales people look like they don't know the history of the account. It's embarrassing to use this software because Nutshell says they are only helping to land the sale, not support it, but this mindset about how they build their software results in a horrible disconnect with regards to how we are forced to serve our customers, and thus we are using a CRM that doesn't support the full life cycle of a sale. We keep hoping Nutshell will fix this and improve because their customer service is great, and their people mean well, but after several years of patiently waiting, we are concerned that we may never see this problem fixed. The mobile app also has so many glitches with the UX that it can't even compare the experience to how you can use leads in a web browser. Further, when we have a customer call in to ask about their account, the recent leads puts the oldest first in the list, which means we have to scroll through several hundred orders just to open the last order we did for that client. If you are trying to sell to a major corporate account with multiple facilities / departments, forget it with Nutshell; linking subcompanies / vendors / partners / other locations is a nightmare in Nutshell.

Overall: We get a cost effective CRM that frees up cash flow for use elsewhere in our business.

Customer Support is awesome, very helpful!

May 08, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I like that as a company we are able to run reports on certain things that we need. It helps with the overlook on our data

Vendor Response

by Nutshell on May 11, 2017

Amy, Thank you for providing some feedback, and welcome to the Nutshell community! I'm glad you find our reports useful. And some good news: they are just going to continue to get better! As of today, (May 11th, 2017) we have released our updated reports which provide a better experience and more power. Enjoy! Asya

Essential tool for lead management

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The ability to track and assign leads. Log interations with customers from phone calls, to emails .

Cons: The inability to import and track current sales by customer. I would like sales data attached to each customer that is currently buying.

Overall: Lead Management and sales team tracking.

This software is easy to use. I love that I can track every client from computer or phone.

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: This software is easy to use! I didn't have any clue what "CRM" was, and many of the programs I was looking at required a business background to decode the user manual. Nutshell was intuitive. Knowing how to use my I-Phone and Facebook seemed to be the only background I needed to get started! I have all my clients in Nutshell now. I track what they buy, what classes they take through our company, and what they are likely to buy next. I send e-mails to clients every time they order that are customized to tell them what to buy next. All of this was easy to set up through the Nutshell software!

Cons: The only thing I would consider adding to Nutshell is a place to list what they purchased and a place to list what training they have received (other than in notes).

Vendor Response

by Nutshell on May 11, 2017

Bethany, I'm so glad to hear that you've had such a wonderful experience with Nutshell. Our team works very hard to create an enjoyable and intuitive software experience. Best, Asya

Set up went smoothly. When inaccurate information came over we feel like our support failed us

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Pros: >All of our contacts are in one location and everyone can access.
>When your name is mentioned in an activity you can get an email to alert you.
>You can monitor the activity of each person
>I like the Lead Report capabilities

Cons: We have one guy who uses his IPhone to work in Nutshell. Our main complaint are his activity entries. The Column actor doesnt pull his name, it pulls the company or company participant. (in the Activity reports)

Activity reports are not as flexible as the Lead reports

Nutshell is a fantastic CRM, does everything you want it to and nothing you don't.

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I love that from no matter where I am I can find my client lists and sales pipeline. Going back to closed leads is a snap and creating new leads is easy as can be.

Vendor Response

by Nutshell on May 11, 2017

Nick, Thank you for being a loyal Nutshell customer. We are happy to have you as part of our community. Best, Asya

It has been a very good experience overall.

May 08, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: It is easy to use and the mobile app is a nice touch. I like the fact that they are continually adding features and improving the experience. That is a major consideration for us - as we learn to use the software and understand how it can help us, they are also looking at ways to make the software help us.

Cons: i don't like the lack of integration with natively installed Microsoft Word and re-usable templates for letters, contracts, mail merges, etc.

Overall: clear picture of effort being made on the sales side.

Have used Contact Managers in my sales since Act for Dos. This works for me but I need to dig in

May 08, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Mobile app so I have my contact info with me. I have only been using as a simple contact database manager and I know it can do so much more. I need to spend time making sure I understand and use it to the full potential within my needs!

Cons: Had issue with dialing out that took quite a while to fix (when I hit dial on my mobile phone it would add a bunch of numbers which did not let it dial). I spoke to customer care about this and it took a little time and effort to get them to understand and then I would say it took a few months before someone fixes the bug. Another issue is that on the mobile device the contacts are alphabetized automatically but on the desktop version this does not happen? Have mentioned to customer care but no response. Cannot add more than 30 company types? I use this field to help categorize my contacts. Why just 30?

Overall: Helps me to keep pertinent info on my contacts. I know there are more that I can do with the software but so far I don't

Using Nutshell to track sales leads and progress with Job Orders

May 08, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The UI and overall usability of the software. It's nice to be able to assign leads to the other sales person and share our updates.

Cons: The inability to edit activities without going to a new page. Ideally just a quick entry option for activities and leads.

Overall: Ability to track sales leads and the overall job order process.

Vendor Response

by Nutshell on May 11, 2017

Joel, Thanks for your feedback! I'm glad that you and your team have been able to better collaborate with Nutshell. I want to let you know that you can, in fact, quickly create an activity. By using the "Create" button in the web app, a window will pop up that allows you to create and save an activity without leaving the page you were previously on. Please feel free to reach out to our support team if you have further questions, we'd be happy to help! Best, Asya

It is a great way to be in touch with our sales group, and see what we doing,

May 08, 2017
3/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support

Pros: I would say the dashboard, be able to double check if we have duplicate companies and contacts.

Cons: The fact that I am not able to send an email with attachments to my customers. mostly my target customers I would like to have all information in one system, like able to attach quotes. sales orders etc.

Vendor Response

by Nutshell on May 09, 2017

Hi Luzmila, Thank you for your feedback. I am happy to tell you that our team is currently working on email attachments and we will have a solution in the next couple of weeks. We appreciate you being a Nutshell customer. Amanda

Very good. Updates have improved overall user-friendly experience.

May 08, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The ease of which to track meetings, phone calls, emails. Being able to drop notes on each specific logged activity, and detailed lead management.

Cons: I don't like and the rest of the sales people don't like the sluggishness it provides at times. Glitches when loading in mobile app, and sometimes in personal computer use. We would like for it to be a bit smoother when being able to search for certain companies or people. Search engine can be very random when looking for someone or something very specific.

Overall: Tracking leads. Activity trends, ability to schedule follow-ups electronically.

Not stellar. Many times we have requested edits...simple programming issues and this is frustrating.

May 08, 2017
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
1 / 5
Value for Money

Pros: That emails sent to customers will auto fill into Nutshell without me copying and pasting. That I can see if customers open my emails and receive my communication.

Cons: Recommendations to correct issues are not considered. Many times we have requested simple corrections that would eliminate multiple steps to accomplish our task and ignored.

Vendor Response

by Nutshell on May 08, 2017

Hi Linda, Thank you for your feedback. I am sorry your requests have not yet been addressed. We are dedicated to enhancing Nutshell and doing so request by request. Amanda

I am totally dependent on Nutshell for my sales work - love it

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: keeping up with appointments and being able to look back and see history of work with accounts. Love the Dashboard for scheduling my calls and visits

Overall: Have already recommended and demonstrated it to my former employer

Vendor Response

by Nutshell on May 11, 2017

Bob, Thanks for your feedback! We're happy to have you a part of the Nutshell community. Best, Asya

Pretty good....constant changing makes it difficult to get comfortable

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Pricing and value; you don't try to put too much into the software. I don't need it to do 1000 things, just 100 things well

Cons: Constant changing has made things difficult. The removal of reports (or poor transfer of reports) with the new reporting structure has made existing data being reported out to management VERY difficult to obtain. You went for form over function with this latest update

Overall: Responsible for everything sales related internally. It is our backbone right now

We have used Nutshell to keep track of our contacts & leads since around 2013

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Pros: - Straightforward interface; easy to train new people
- The ability to import emails via "bcc@nutshell.com" to keep track of conversations and relationships across many offices
- Easy to bulk upload or update contacts or companies with tags
- Thoughtful reports
- Generally responsive customer support team
- The 'merge duplicates' feature is very helpful

Cons: - We have leads open in 2+ currencies and for a while now, the reports have not been converting the amounts into one estimated total in a single currency correctly -- therefore, instead of using the (nice!) built in reports, I am still having to export all the data and do the conversion myself and create the reports again in Excel. If this bug were fixed we would definitely use the reporting feature more often!

Great software to use

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to use and good customer service support. I had used SalesForce for years and thought the transition to Nutshell would be hard but it certainly was not.

Cons: I only concern I have had in the year I have used it is that when something is going to change or be upgraded, i. e. my screen looks different I would like to have some advance notice. It would make my transition to "the change" easy to adapt too.

Vendor Response

by Nutshell on May 11, 2017

Ed, Thank you for your feedback. As a cloud-based service, we certainly do like to roll out updates to our customers when necessary. With frequent updates, we have noticed (and agree with you) that it's important to give our customers a heads up. We have recently improved our roll-out process to do so better. Best, Asya

very easy to use and has proper storage easy to find data

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: very easy to use and has proper storage easy to find data spelling words are corrected as you work with this soft ware

Cons: nothing that I know of it is not difficult to use not to complicated dose not slow me down. I have never had any problems since I have started using this soft ware

Overall: the soft ware benefit are great easy storage to save all my important documents easy to save important company files. helps to organize my folders has lot of data space to store all my important information

Vendor Response

by Nutshell on May 11, 2017

Anthont, Thanks for your review, we are happy that you are part of the Nutshell community! Best, Asya

Once I started using it, I found it very easy to use and helpful for accumulating date/reports

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: the organization of the data and that it is linked to our email, so new inquiries are added and all I have to do is add detail. It is very helpful that leads are linked to the people so we can track down people/leads by the individuals involved in them.

Cons: that is does add all email addresses, even those not business related; don't know that there is a fix for that

Overall: quote tracking and email/address/affiliation of people interested in our product.

I like the user friendly aspect of the software. Very easy to navigate.

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: The software has made managing our leads and customers much easier. The new reporting feature is great!

Cons: There have been changes made to the software that affect the way we use the program. Things that we were sold on and were a major part of our usage within the program. I also think that the panda dock integration could use some additional features and functions.

Desktop works well, mobile app needs lots of work

May 08, 2017
2/5
Overall
2 / 5
Ease of Use
1 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: