Nutshell User Reviews

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  • Name: Robert C.
    Job Title: CEO
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Nutshell has good and bad points

    Date: Apr 15 2022

    Summary: Overall it is a good entry level CRM. Nutshell is fairly priced, and would be good for small business/professionals such as insurance or sales.

    Positive: It is easy to use, but could be made much better with a few upgrades.
    Can be used straight out of the box.

    Negative: The mobile app is useless.
    The calendar/ meeting should automatically place the address in the location section.
    The card scan is only 50% accurate.

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  • Name: Anonymous (Verified)
    Job Title: Office Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Review

    Date: Apr 14 2022

    Summary: Great customer service and we will continue to use your product. Thank you for reaching out for customer feedback.

    Positive: * We can tailor Nutshell to fit our programs
    * Easy to use
    * Love the training options (interactive demo)
    * Keeps our sales team organized

    Negative: *Need to be able to copy cards and change names of existing cards
    *It would be really helpful if we could assign a person to 2 separate pipelines
    I manage all staff Nutshell accounts and it would be nice if i could work on 1 main account (mine) and copy/paste/ cards to other accounts to keep everything the same.
    * no DocuSign integration with forms

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  • Name: Pierrich P.
    Job Title: Owner
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    A lot of things, but nothing good

    Date: Apr 12 2022

    Summary: I think it has the potential to be a good CRM, but nothing is great. It's either ok or sub-par. The features that attracted us don't really work.

    Positive: Ease of use. There's not much more I can say. Sorry. I would love to, because I recommended the product, but good thing I'm the owner, or I would have gotten canned.

    Negative: Maps in the CRM doesn't work, was supposed to be fixed in six months, 18 months ago. Not great to identify people that are linked to companies. Often add people to companies that should't. The support is almost nonexistent.

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