Nutshell Reviews

Summary: Overall, nutshell is great for small business and is worth the price. It is very great if you have multiple sales team members working on multiple leads at once. Drag feature is very user-friendly.

Positive: Nutshell is very user-friendly and it is great for growing businesses. It has great user interface and multiple sale persons are able to work on it at once seamlessly.

Negative: The data cannot be exported into excel for further data analysis. It does not track trends for product based inquiries.

Summary: Generally really positive, and if any issues have come up during my time, the Nutshell team has been really great and responsive to any requests for help!

Positive: - crm features
- customer communication tracking
- sequence emails
- eblasts
- business development

Negative: - load time/ bugs
- please allow us to create our own labels for the event of multiple websites, phone numbers, etc for a single company! Would be so helpful

Summary: Overall, it's an effective solution for managing sales at every step in the pipeline. The ability to sync to email to track communications and click rates is very valuable. There are opportunities to support the relationships post-sale including customized reporting for mass communications.

Positive: Effective quick way to view all potential partners throughout the entire sales process, easy to prioritize partnerships by value and key objectives within each partnership. The ability to sync communications with emails is valuable to reduce double documentation.

Negative: There are opportunities to support operations post-sale

Summary: Overall, we have had a positive experience with Nutshell. It is a reliable, easy to use CRM that covers the essentials well and keeps things simple. Support is consistently excellent, and the product feels well suited to smaller teams that value usability over heavy customisation. There are areas that could be improved, particularly reporting and lead tracking, but on balance we are happy with the platform.

Positive: Nutshell is a solid, well thought through CRM that works particularly well for a small team. The interface is simple and intuitive, which makes it easy to onboard new users and keep day to day usage consistent. Customer support is a real strength - the team are always quick to respond and genuinely helpful when questions or issues come up. For core CRM needs like contact and lead management, it does exactly what we need without unnecessary complexity.

Negative: Reporting could be more powerful and flexible, especially as you start to want deeper insights. We also found limitations with the built in web forms and tracking, which meant we eventually had to move lead capture to a third party tool. While it works very well for a small team, there are some open questions around how it would scale for larger or more complex organisations.

Summary: Amazing for your first CRM as a growing business. The plans are affordable. The hands on help from the company makes implementing as painless as possible. Its affordable and amazingly customizable.

Positive: The CRM management is superb. The company behind it is excellent. The Customer service is unmatched.

Negative: Some Features can be lacking. Smaller Team, less time to implement. Some quality of life features can be lacking.

Summary: It's a complete CRM and I can use it to create different pipelines for different projects for different customers.

Positive: I love the fact that the Screen is easy to use. I have tried other platforms and this one is by far the best.

Negative: I have been using Nutshell for a while, and i love that it is customizable for my platform.

Summary: Overall speaking..... this is a good tool to follow up open items at your desk.

Positive: Very friendly use and good platform to communicate among different working teams the progress of tasks and activities.

Negative: The app is not as friendly as the website.

Summary: Nutshell has been a great resource for our small but growing company. Set up and customization has been extremely easy as Nutshell's support team is great at what they do. Although we have encountered some limitations within Nutshell, we have been able to effectively work around them to accomplish our goals. The price, the plug-and-play nature of the CRM, and the support we have experienced have made Nutshell a great option for us at this stage of our organizational journey.

Positive: -Reasonable price
-Malleable for our company's purposes
-User friendly
-Nutshell Marketing is great for keeping everything in-house and is comparable to similar systems
-Always improving offerings

Negative: -Reporting capabilities are mediocre
-File exports for multiple-choice custom fields are messy
-Task scheduling/rescheduling is limited to predetermined days where a calendar would be nice
-As an admin, I do not have a granular enough ability to limit other users' access. It is all or nothing.

Summary: The key to a successful CRM is adoption. Nutshell is fast, sleek and well thought out. Its effortless workflow makes it easy to integrate into the daily routine of our sales team. It has become an indispensable part of my day to day work responsibilities.

Positive: The overall workflow is easy and efficient. The attention to detail is apparent in just about everything I do. A great example is the integration between the mobile and desktop apps. If I search a customer on my mobile device and switch back to my desktop, that same account is what I see. Customization is also very powerful. It's also a very agile program which is important for a cloud based application.

Negative: I'd like to see more functionality with the map. Navigation, trip optimization and more sales data visualizations would be great. It would be nice to have the ability to assign territories to sales people and vendors.

Summary: Nutshell provides us a way to track most of our data from the source, allowing us to create cleaner funnels, more targeted marketing and allows us to spend our time focused on the most important part of our business, our customers!

Positive: Easy to use, provides strong reporting and a small learning curve.

Negative: Does not integrate with many 3rd party systems as we need.

Summary: Overall I'm very happy with nutshell, we've had no issues with the platform in the last year, although we had to do a lot of tailoring to make it more applicable for our government customers/data. Customer service from Nutshell is great and timely.

Positive: The design and layout is very simple and straigtforward, although the first day it took me a little while to truly understand the design and functions. Once you understand the layout it becomes very easy to continually use/scale.

The custom fields are great as it allows us to create fields for data that is necessary to track for our company.

Price is another big pro and one of the primary reasons we went with Nutshell. Nutshell is cheaper than our old platform but is still able to provide all the capabilities we need. Also the easy of adding/removing users and licenses/changing our billing is great.

Negative: The tool is more commercially tailored- not truly meant to be used for people whose customers are government agencies. Would like to see a capability for it to expand for govcon users.

There is also a noticeable deficiency in the ability to make analytic reports based on your data from your pipeline. Although pulling the data into excel and doing the reports ourselves is a simple workaround.

Although the import of our data from our previous platform done by Nutshell seemed the easiest approach, it caused more work ultimately since our customers are government agencies. When the data was imported it didn't go in the correct fields or the data didn't make much sense in the fields provided by Nutshell or had to be in custom fields entirely. If I could do it all over again I would've probably transferred the data myself. I'm sure if we were a commercial company, the data transition would've been a lot easier.

Summary: Overall, I like Nutshell but am often nervous when I send broadcasts and have had repeated issues with glitches on the broadcast side of Nutshell. Additionally, it isn't always straight forward the best way to implement companies into the mix of tags, leads, and audiences in terms of a funnel and the number of tag options is sometimes confusing. There are definitely aspects of Nutshell that are answering issues users have with other CRMs but it still falls behind its major competition in terms of ease of use and amount of glitches that still need worked through.

Positive: Nutshell offers A lot of diverse and intuitive ways to funnel and categorize clients, send broadcasts, and automate work. The fact that Nutshell now has their own forms is huge because products like Zapier are a glitchy pain in the butt. That being said, a CRM like InfusionSoft or Salesforce both have easier pipelines and more straightforward lead tracking; literally allowing you to move people from box to box like a you're in a child's computer game which is simpler than Nutshell's system.

Negative: The Broadcast options are behind competitors for sure and glitch way more. If nutshell wants people to use them as their wholistic one stop CRM shop, they need to create a better way to check for spam filters (my deliverability rates are low on Nutshell and I am not able to troubleshoot why with spam test). Also, Nutshell doesn't help you optimize broadcasts for SEO, which is beneficial, and there just don't seem to be the easy to plug in creative options in terms of design that a company like ConstantContact offers.

Summary: It’s a good CRM, support is fantastic and very friendly, and it works reliably. The customization is remarkable - you can really use it as a tool to execute your selling process, rather than adapting your system to its capabilities. Support is there to help you do it.

Positive: Good all around CRM for my needs: keeps track of contact data, keeps my prospecting tasks on schedule according to cadence, maintains deal flow, etc.

Negative: No individual scheduled email function. If I could write an email to a specific prospect and schedule it to send at a set date and time, it would be very helpful. Other CRMs do this, and I wish Nutshell would.

Summary: If you are looking for a Budget friendly resource - Nutshell is the better option. They integrate well with other systems (like Microsoft teams.

Positive: Their customer service is fantastic. They are always quick to address the issue and fix it as necessary.

Negative: The system often times out, lags, slow. Tasks will disappear or not get logged.

Summary: Data inaccuracies, lack of trust in our lists, the "AI" has muddied our list and created many duplicates even though I have turned this feature off, it still adds irrelevant people and companies.

Positive: Email, sales, and lead management all in one. Being able to email and call contacts directly from the system is a benefit

Negative: Lack of support, implementing workarounds because the team is unwilling to implement solutions for service based companies. "Nutshell isn't made for that, but you can do this instead and it kind of works"