Nutshell Reviews

Summary: Overall, we are very happy with Nutshell. The team helped us integrate our database as well as answer many questions. The integration with PandaDoc has been a great way to organize our proposals/estimates to open leads and drive sales and revenue.

Positive: -dashboard is clean
-customizable
-easy interface
-customer service is helpful
-reporting is easy to use
-analytics are spot on

Negative: -rearranging steps in a stage isn’t feasible yet
-if there are multiple open leads with the same client, emails can get jumbled

Summary: Overall a good CRM for a reasonable price. Customer service is helpful...if you call and leave a message they will return call fairly quickly. It's always nice to talk to have a live person who knows their stuff. Features are numerable and many can be personalized.

Positive: -Ease of use with good features many of which can be personalized
-Customer service is responsive & knowledgable...you can email or call.
-Nutshell marketing is now available at reasonable cost

Negative: -Wish duplicates could be avoided easier
-Wish there was a quick chat application for support
-Nutshell Marketing - only a few choices as far as how many contacts. Wish I could pick a number instead of how many are currently in our CRM since we are not interested in sending newsletters to many of the contacts we have.

Summary: There has been a huge benefit to our organizations ability to track our leads and track out customer engagement. We have increased our sales and engagement by at least 10%.

Positive: Efficiency with connecting leads, contacts, and communication. Ability to follow the lead through the pipeline.

Negative: Adding new accounts seems a little tricky. We have struggled to find time to engage with support in Australia.

Summary: I researched Nutshell out of 10 competitors and found their product was priced competitively, giving us all the features we needed.

Positive: - Staff responds in a timely fashion
- CRM Drip Campaign is second to none
- Our outlook integration was established seamlessly

Negative: - Bulk drip campaigns are not an option directly through Nutshell, but possible through a third party linked to Nutshell.

Summary: Overall we have had a great experience with Nutshell. I love the product and support! Nutshell has the right balance of features and functionality with an intuitive UX.

Positive: Nutshell is right-sized for fast-paced startups. Has the perfect mix of features and customizability without being over-burdensome to manage. Nutshell gives our sales team the tools they need to be successful.

Negative: As with most CRMs takes a couple of days to get into a good workflow, and optimize all the integrations.

Summary: We have had the service for a few years and are very happy with it. The Nutshell team has been very responsive to our needs.

Positive: We have used Nutshell for a few years now. It has made our marketing so much easier. We have everything in one place now which has made our team more productive than ever. We love the occasional training classes and all of the extra help they provide. We always talk to real people on the phone and online meeting spaces.

Negative: Nothing I can think of. The recent updates with mailing through Nutshell took all the cons away.

Summary: Great product overall. As an administrator it has been set it and forget it for the most part as end users tend to not have too many problems and they are easy to fix quickly.

Positive: Nutshell has been easy for employees to pickup and jump right in. Intuitive and easy to learn. Definitely recommend.

Negative: Not many that I can think of off the top of my head.

Summary: Love the Mass mailing and Drip Sequence feature. Easy to use. Great design and good pricing. Have been using it from over 6 months.

Positive: Love the Mass mailing and Drip Sequence feature. Easy to use. Great design and good pricing. Have been using it from over 6 months.

Negative: Great product and solves our mass mailing problem. Lot of Bounce backs.

Summary: My personal experience with Nutshell has been almost exclusively positive. A fantastic budget CRM. With all of the information and customization options available, Nutshell definitely goes toe to toe with some of the big name CRM's - while still remaining affordable.

Positive: - Easy, customizable dashboard
- Ease of access / user interface
- Thorough date fields, allowing you to track ample information
- Pricing is excellent

Negative: Mobile site & app aren't as up-to-date as they could be, however, excited to see any updates!

Summary: At our branch, we like to joke that some of our team don't like it when someone "moves their cheese" (i.e. changes things). Every team has some degree of this and it's a significant roadblock to the use of CRM packages. Perhaps the best way I can describe our experience with Nutshell is to say that even our most change-averse team members have come around quickly and easily and now use it happily.

Positive: CRM tools have always felt and worked out more like reporting tools for corporate leadership at the top of sales organizations. Nutshell is the exact opposite. It's given our team a platform to support day-to-day sales work on an individual and team basis. Well over a year in, we're still discovering new ways to benefit from the ease of use and flexibility in Nutshell's design.

Negative: The reporting tools aren't perfect for our team but we're learning more and more about how to capture and review the data we need. (In fairness, this may be more of a user problem.)

Summary: I am a BD Associate and love using Nutshell because it is simple and efficient. The customer support is also really helpful and they are always pushing the envelope with new features.

Positive: - Efficient layout and buttons
- Integrations with other apps
- Great customer support
- Well priced

Negative: - Some technical glitches from time to time
- Can't think of anything else to be honest

Summary: Nutshell has been my favorite CRM for a while now. I love the ease of use and the features are just what I needed to take the next step with my business. I'm ready to take another step, so I need Nutshell to keep improving. More marketing features are an exciting part of the journey. I look forward to seeing what you come up with. Text campaigns would be great.

Positive: Pipelines are easy to build and improve our business flow. the audience and broadcast features are very helpful to me.

Negative: No text campaign functionality. Audiences don't grow organically. it's a manual set up each time.

Summary: I've tried several other CRMs and this is the one I recommend in a consulting/contracting role for my clients.

Positive: Fields that auto-categorize copy/paste content. Multiple views based on searches. Easy setup. Great customer support [typically instantly through the apps chat function].

Negative: Segmenting lists can be tricky/limiting. Some filters do not function on in all search/sort scenarios.

Summary: We've been really happy with Nutshell. We appreciate the pricing, that they're easy to get in touch with for support, and that they've been adding new features. It's easy to use, and there's not a big learning curve to get started. As the company owner, I used the timeline feature to monitor all communication with our clients, and that's essential for me.

Positive: Nutshell is flexible, affordable, and they're constantly adding new features. As a business owner, I use the timeline feature to monitor all communication with clients.

Negative: I wish the search feature were a little more functional, but other than that, there's nothing at this point that I wish were different.

Summary: Back in the day I was a Salesforce customer. I would recommend this to anyone looking to start out new with or simplify their CRM.

Positive: Nutshell has a really good user friendly layout and great customer service! Wufoo integration is great. Email onboard is really good. Plays very nicely with GSuite as well.

Negative: Would like to see a better quoting integration other than PandaDoc. Also would like to see a QuickBooks interface of some sorts. Those are wish list items. There isn't much not to like about Nutshell.