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Nutshell is built for relationship-focused B2B organizations that are tired of juggling separate sales and marketing tools and don’t want to pay a full time admin to manage their software.
Jungo is scaled for enterprise volume.
Nutshell is great for organizing customer database. The ability to set reminders is a great function.
Also, the loss of historical record of communication for a Contact when you delete an old email is problematic. We are forced to retain all of these old emails and this can create confusion.
Nutshell has improved my overall sales. When my sells are bigger, boss is happy and at the end I'm happy too ( especially with my sallary ;) ).
Data uploads can be catastrophic if not done correctly.
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.
I think more training on set up, warnings issued at set up and common pitfalls at set up would avoid harmful bulk uploads making irreversible upload mistakes.
Ease of use, easy integration, great customer support, easy to learn and solid documentation, and many more.
Our sales staff was apprehensive at first as there were lots of bells & whistles and a little worn out with the previous jumps from one CRM to the other.
The system does help keep track of all your activities with your clients and allows for great follow up features, it integrates great with Bombomb and other feature.
They have since stopped their efforts of collection, but that was after i got over 30 emails from a crazy attorney out in Arizona. MAKE SURE YOU GET A CONFIRMATION EMAIL WHEN YOU CANCEL YOUR ACCOUNT.
I love the program, it has so many functions and it is wonderful for marketing and keep track of your loans and leads.
For weeks i was in a salesforce looop and it was the worst experience with foreign customer service i have ever had. I eventually figured out i was in the wrong "help" area.
This software is fantastic to get an overall snapshot of your business ytd. The concierge service is amazing as well and will automatically send your clients holiday cards and gifts for 3 years.
This was the worst failed investment I have ever invested in.
Making sure my customers are kept in touch with is very important and so far i like it. The deal management is nice too.
Terrible all around: Customer service to the software itself.
Andrew B.: Hi, my name is Andrew and I work in strategy and business development for a handful of consulting clients, mostly small businesses up to 50 to 75 employees. And I would give Nutshell a strong five-star rating, primarily because it's been a stellar resource in helping these companies get up and running to formalize their lead gen and sales and marketing processes and helping them stay on top of leads, not letting them fall through the cracks. We tried a few other software products, for example, HubSpot CRM and Salesforce and Pipeline and SugarCRM. And those tools were, although they were good tools, they were overly complex. They were overly too deep and too many bells and whistles, too many features and functionality that we really didn't need as a small company. The reason I chose Nutshell and then my clients chose Nutshell, and the reason that we've stuck with them is really because they not only helped us get up and running very quickly with very high-touch support, but they have a great ramping up process where they really help you get deeper and wider with the product as you grow and as your needs grow. It was incredibly easy, far easier than I thought, to get started with each of my clients. From getting their data in to massaging that data to get it to where we wanted it, to creating reports, to setting up notifications and reminders, it was all very, very easy and intuitive. For companies that are considering using Nutshell versus other software products, I would probably take a hard look at what you really need today and what you might need in six months or up to 18 or 24 months. I think that Nutshell has everything that a small company needs for really the foreseeable future, unless you're on a serious rocketship growth trend. But I think that most other software products probably have too much and you end up paying for a lot of that that you never use. So I would consider what you need today, and whether Nutshell has what you need for the foreseeable future. I think you'll find that Nutshell has what most companies need for that period of time.
Brian: My name is Brian. I'm a senior loan officer. Company I'm with is roughly 25 to 50 employees, and I would give Jungo, depending on what I'm using it for, four. I use it for lead management to keep track of my prospects as well as my real estate partners. It helps me keep notes and update if I've had a conversation with them, what their needs are, and it's pretty nice that I get to customize it from the ground up as well. Part of it, it has so many different options you can pick from. You basically build what it is that you want. It can be a little bit difficult to learn. They do have support, which is really nice, but it can take a little while for them to get back to you, and there are a lot of bells and whistles so you can kind of get lost in the sauce.
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Nutshell
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