Nutshell Reviews

Summary: I'm quite happy with Nutshell. We've been using it for 5 years now. We've had employees come and go, but people all seem to like it. Other software CRMs might have more advanced capabilities, but for our team, Nutshell has plenty to offer. Their customer service and support are both great.

Positive: I like the affordability and ease of use. It's very easy for new employees to jump in and learn how to use.

Negative: Sometimes the capabilities are limited in the leads stage. I would like to be able to add on the same goal/task completion across multiple stages. For example, receiving an email response to a message.

Summary: FANTASTIC from beginning to present. I've worked with numerous CRMs, and Nutshell is by far my favorite and preferred CRM. My entire team has found the system to be easy to use and customize. I recommend Nutshell 100 percent!

Positive: I love everything about Nutshell, but there are two things that stand out to me: Ease of use and Reporting.

Nutshell has been easy to use from day one. It's easy to train on, easy to pickup as a user, easy to make changes, etc.

The reporting is amazing. I cannot express how helpful it is to have a system that allows me to create custom fields and report on them!

Negative: My only complaint is that sometimes features change. This is generally announced beforehand, and feedback is requested afterward. But I do wish some changes were optional rather than mandatory.

Summary: Works well with all our systems. Sales staff did not need an advanced degree to get it to work. APIs are very well supported. return for investment is very high

Positive: Very user friendly and intuitive user interface.
very little training for the sales staff to get going.
Love the APIs. plenty of datapoints for automating and syncing out internal software. Love the Email feedback features in the marketing section

Negative: Would like to see an additional API in the marketing section.
would be helpful for scrubbing Email on our local database

Summary: I would recommend, its great for smaller organization to grow themselves. Its been able to help transform our sales team into an efficient group of organized professionals, and get everybody on the same page.

Positive: Its simple to use, and straightforward. It integrates email and other platforms directly, making it easy to see responses from clients in one place. It also allows for a more collaborative sales process, as you can easily see which tasks your colleagues have completed and see their communication too.

Negative: It does not make it easy to log repeat customer transactions, membership/subscription based services.

Summary: I love that you can link your email inbox to your Nutshell account and find the email threads in every profile you've been in contact with.

Positive: I've been using Nutshell for three years now, and it is an essential tool in my job. It is intuitive and easy to operate.

Negative: It freezes occasionally, but it goes back to normal in a few seconds.

Summary: I’ve been using Nutshell CRM for managing our sales pipeline and customer relationships, and overall it’s been a positive experience. The platform is very user-friendly and intuitive, making it easy for our team to adopt quickly without extensive training.

Positive: -Easy to use
-Sales and Marketing in one
- Affordable
-Great Customer service
-Easy to track customers

Negative: - Marketing section is a bit confusing!
- some leads combine with each other

Summary: Nutshell is a great CRM, easy to use, and it has a ton of features. There are constant updates and now there's AI implementation

Positive: Nutshell is an intuitive and easy-to-use CRM that makes managing sales activities straightforward and efficient. Everything is well organized, labeled, and makes onboarding easier and more efficient. It is also great for staying on top of sales without added complexity. Using NS daily is a complete delight.

Negative: What I dislike about Nutshell is that when adding a contact in Nutshell, the pop-up window can be a bit slow. Additionally, when adding tags, they sometimes disappear.

Summary: Overall, I have nothing but great things to say about Nutshell. we switched over from Act! CRM about 18 months ago and are very happy with our decision.

Positive: Great customer support
Amazing product features
Ease of use
Marketing made easy
one stop shop for CRM and data

Negative: Not great AI features
Once something is deleted its gone

Summary: My overall experience is positive and I'd recommend it to someone who's looking for a CRM for their company.

Positive: I liked how Nutshell offers all kinds of different integrations. The new AI tools are working pretty well. I also liked their customer support.

Negative: Some tools have limited flexibility like editing your Email signature

Summary: It helps us out a lot streamlining and setting up reminders for the many steps that we have in our sales.

Positive: Nutshell helped our company immensely on streamlining the operations. It's pretty intuitive, therefore pretty easy to integrate it with your day-to-day work and get other colleagues used to it.

Negative: Customer support didn't get back to me as fast as I wanted, but in the end any issues I had were solved.

Summary: I would suggest Nutshell to any of my colleagues in the industry, they really y understand our business and combining it with WebFX !!

Positive: Staff support, even when I have dumb questions ! Very easy to learn and offer regular training to increase CRM usage.

Negative: I would like to see the dashboard simplified since I look at it everyday and don't want to spend a lot of time.

Summary: Very good. I like the ease of use and sorting by state and leads won. It is very intuitive and make sense.

Positive: I like the duplicate feature to prevent the same clients getting added more than once. I also like the dashboard, customizable to work well for our team.

Negative: It seems to lag when adding points of contact and can take several minutes/hours to update

Summary: Overall, Nutshell is a pretty outstanding and super easy-to-use CRM platform. It provides streamlined sales and email marketing management with a powerful sales pipeline visualization. I highly recommend Nutshell for any size of the organization.

Positive: Nutshell automates the casual day-to-day processes in sales and marketing. The whole platform is very easy to operate and it makes customer relationship management fun. Intuitive templates for email marketing. Detailed lead and approach status section.

Negative: No reminder to contact leads. It would be great if they offer this ability.

Summary: Nutshell support is fantastic. They go above and beyond to listen to their customers and really make product updates based on that feedback!

Positive: Nutshell is a very cost effective and robust solution for CRM. From small to mid size businesses it provides a suite of features that are easy to use and allow sales teams to realize their power.

Negative: I think the design UX could be more modern and engaging/intuitive.

Summary: Wonderful customizable program that doesn't require you to recreate the wheel or need a programing degree to understand. I am not 'techy' at all and found this incredibly intuitive and easy to use. Highly recommend!

Positive: Incredibly easy to learn and use. Phenomenal customization options. Love that I can talk to a person to with questions. Many other CRM's have only an email or chat option. I learn better by doing and speaking with someone and this option is priceless. Even better is the truly take feedback to heart and in the two years I've been using the system, at least 2 of my 'suggestions' (and I'm sure others) have been implemented into their programing.
Finally, I am a marketing consultant and recommend this to my clients. Beyond that, I actually will ONLY take on a new clients if they use this system; the one I recommend. I don't receive any incentive or kickbacks, it's just that good and the only CRM I wish to use while providing my marketing services. Highly recommend!

Negative: There are a few areas of content you can not remove, but it doesn't impact me too much I just hide them from my view on the leader board as I don't need that information.

There are a few other small things that I wish the program would do, but nothing that is a deal breaker. The fact that this is so easy to use makes up for those small issues.