Nutshell CRM Review

PROS: When I started with my business I was looking for an easy-to-use, intuitive and clever application, and then I found Nutshell. What I really love about this app is the sales tools. Making the sales process with Nutshell was very easy, everything was described in detail. Also if you have multiple tasks you can share with your team members and after finishing the task the task is automatically marked as completed and you can move on the next task.

CONS: If you delay your task it automatically delays from the date it was due instead of the current day.

PROS: I love how Nutshell works, especially the dashboard activities give me information about the sales and give me instruction about what I need to do next to achieve my goal. Also, I am very amazed how I can easily create multiple sales processes. Nutshell has saved my time with its ability to organize things for me.

CONS: I work with Outlook/Office 365 and with Nutshell there is only 1 direction integration. They could work on linking the contacts in Nutshell to Office 365 and to schedule calls and meetings from my Outlook.

PROS: I love this program because it adapts to our company's needs. Really flexible. Its basic and advanced features are amazing and user-friendly. The software frequently updates which makes it more optimal to use and adapts well to the changing trends.

CONS: Just positive reviews for this app!

PROS: Nutshell's interface is really simple and beginner-friendly! It doesn't even require so much effort to learn using it.

CONS: There are a few times where the note-taking feature kind of messed up. Sometimes, the notes will appear on a different lead, so it will be really confusing for my team.

PROS: We love Nutshell's sales process component, which is easy and straightforward to use. Its cool "wallboard" feature lets us show live updates and the biggest lead wins over a big TV to help motivate our team. The integrations are also fantastic while the support team is outstanding as well.

CONS: One thing I did not like is if a task is overdue and you delay it, the system delays the task from the date it was due rather than the current date. I wish it was set up the other way around.

PROS: Nutshell is an easy to use and ergonomically smart web app. It helps manage leads and also manage projects by company as you see your achievements growing over time and work done.

CONS: Sometimes, the links between the leads and the company are confusing and unclear. It would be great to see the leads attached to a company or people in a big frame. It would also be great to see your team's leads in your personal leads (because team leads also belongs to you) but maybe it is already possible that I haven't figured out how to set it up. Finally, it would be more convenient to have the phone reporting window pop up while you're on a phone call and not after in order to write down the key information of your conversation in real time.

PROS: All of your contacts can be put into Nutshell very quickly and easily, that is somehting I really love about this app, you don't waste your time, also, you are on top of your customer contacts. This tool is perfect for organizing my time and to schedule my activities. It is worth every penny, I would really pay even 20%more.

CONS: I really need an Nutshell app for an iPad version, also, the app on the iPhone need some improvements but it is functional.

PROS: I like Nutshell’ dashboard activities because it provides me with information about sales and instructions about next steps. It allows me to create multiple sales processes and to organize things easily. It saves me lot of time and I’m more focused on other important things.

CONS: This tool provides only one direction, they could link the contacts in Nutshell to Office 365 and to schedule calls and appointments from Outlook.

PROS: I highly recommend this app! It's the best one out there! Easy to learn, easy to navigate. The developers are also generous when it comes to tutorials. They have a lot available to help users fully experience the app's features. And great, great, great customer service!

CONS: I don't have any issues, but I have a little suggestion. I hope the developers would use the term "DEALS" instead of "LEADS." It's a bit confusing.

PROS: Nutshell is very affordable and offers great customizable features like the sales pipeline, products and services, easy to use lead uploading, and task management. Customer service is also very easy to reach whenever I have a problem.

CONS: It is still fairly young as a product, though that itself is not a drawback as its features can be improved upon for the better.

PROS: Nutshell is a really straight-forward tool. Navigating into different pipelines is so easy. I also love how helpful their support team is!

CONS: I hope the developers improve the appearance of the interface, like adding more colors and enabling color coding for labeling information.

PROS: I like that I can put all my contacts into Nutshell without wasting time. It allows us to organize and manage all customer contacts. I like that we can easily organize our workday and schedule our activities. The price is worth and I would even pay more.

CONS: I need Nutshell app for iPad. The app on iPhone needs some improvements.

PROS: Nutshell offers me wonderful tools for customizing my business processes. I can easily import leads from other systems. The search engine is fast, but if you have tons of data it can be little difficults. The price is also wonderful thing about this product.

CONS: We have inside and outside sales teams and they have to use various processes for same purpose. Also, it requires lot of clicks in order to get from one step to another.

PROS: This software is perfect for monitoring the reach and performance of our marketing campaigns. On the users’ end, Nutshell is really a flexible software that eases out our marketing and advertising operations. It increases our productivity, while also increasing our income.

CONS: What I don't like about this software is that new users might find it difficult to navigate at the beginning. It's totally easy to learn but might take time because the format of leads to accounts to the sales and marketing process is not that easy to figure out.

PROS: I love creating pipelines for my sales processes because I customize them accordingly based on our company's requirements. A big shout out to the customer support team, as well, for being extremely helpful.

CONS: Well, I've encountered a few bugs in the app. It's just a minor compatibility issue and some unresponsive tools that were immediately fixed.

PROS: My favorite feature is the bulk email tool. This software definitely improved the way we handle potential customers because it's easier to reach out and keep them updated.

CONS: Perfect app! There's nothing I don't like.

PROS: What I like about Nutshell is its simplicity. It is great to track leads, to keep your contact list, to make a graph of your most selling products, the low price is also a positive side. Every person in the team can start with the app because everyone can quickly figure out how it really works.

CONS: As your business is growing you will see that you cannot work with Nutshell unless they add some more features and progress. What I really want to say is you will need more creative ways to arrange the information you need. It is also hard to add new products.

PROS: When I started using Nutshell I was amazed by its features that help me to modify my business processes. You can easily import leads from other systems. Their search tool is fast unless you have tons of data then the search will be difficult. The software itself is of great value including the pricing.

CONS: The problem is that you cannot put into use custom processes to multiple teams. For example the problem is that we have inside and outside sale teams and they need to use different proceses for the same purpose. Also, you need a lot of clicks to get from one step to the next. They need to work on these issues.

PROS: I like Nutshell’ simplicity. It allows us to track leads, to keep our contact lists, to make graphic of our most selling products. Also, I like that this tool is affordable. It doesn’t have steep learning curve and this means that it can be used by everyone and everyone can easily figure out how the product works.

CONS: As the business is growing we cannot work with Nutshell unless they add new and advanced features. We really need more creative ways to organize the information. Also, it is really complicated when it comes to adding new products.

PROS: It offers a simple but powerful UI, beautiful dashboards, and a very well-documented REST API that integrates very easily. Technical support and customer service are very great as well.

CONS: There is some slowness experienced when large number of entries are present. Internationalization can also be tricky to set up. Also, more 3rd party integration would help make it better.

PROS: Nutshell has been great for our software firm. Support via chat and email is excellent and they are always willing to hear new feature ideas and requests. It's also affordable enough to be a great first CRM for new and small businesses.

CONS: Data cleanliness can be a bit of an issue as you can get a lot of duplicate leads during importing. Reporting is not that bad right now but there is room for improvement.

PROS: Nutshell offers great set of features for services, sales and products. We can easily manage tasks and leads. I recommend this product to everyone. I like its customer support service because they are always available and helps us to solve any kind of problems.

CONS: This is quite new product and I feel that they are doing everything in order to meet its customers’ needs.

PROS: It is simple to set up and learn. It also offers excellent features such as mapping, creating teams, duplicate removal and more.

CONS: The mobile versions are pretty good, but not as good and thorough as the desktop version. I hope to see improvements on the mobile versions soon.

PROS: I love that the app organizes and categorizes data. It's customizable so you're free to make it your own, or something that would fit perfectly for your business.

CONS: Nutshell doesn't allow users to open multiple work pages at a time and keeping them in a tab. I wish it can do this so it will be easier for users to switch from one tab to another.

PROS: I really love the drag-and-drop capabilities of Nutshell's interface. It makes everything easier -- from organizing contact profiles and tracking sales. It also has the ability to assess trends in the market which we find really helpful in strategizing. It also works perfectly when integrated with other apps, especially mailer apps.

CONS: Nutshell doesn't have a video conferencing feature. I've also encountered a little issue with giving email support to the customer using certain email platforms.

PROS: We can enter data without spending lot of time on clicking around. It works perfectly with an iPhone app and other CRM solutions. Its customer support team is wonderful and extremely helpful. I personally like its goal setting feature and dashboard counter because it provides us with the information about the performance of our projects.

CONS: I miss integrations with other social media networks like Facebook or Linkedln, it would be extremely helpful if we can see contacts on Linkedln and Facebook. And they could make the UI modern and updated.

PROS: For me, the best features of this intuitive software are its outreach tool, contact management system, and calendar! I love how it manages data and track emails better than other CRM software out there.

CONS: Nutshell is not that customizable. You have to allot time and effort to do it, given that there's also a limited resource for tutorials. Managing deals can also be tricky because of how the system was structured. Integration is a bit challenging. Navigation can still be improved.

PROS: You can easily enter your data without wasting too much time on clicking around. Also it works great with an iPhone app like any good CRM app should. Customer service is very helpful. In addition, the goal setting feature is something I like the most. Also the dashboard counter that shows the progress of your projects is great.

CONS: I think they need to work on linking the Nutshell with other social media profiles such as Linkedln, Facebook, etc. so I can easily see what contacts are on Linkedln or Facebook or other social channels. In my opnion they need to work more on their interface as well, to add some more modern look to it.

PROS: This software has many strong points and I listed some of my favorite things about it. Nutshell allows us to: (1) easily organize and track our activities, status, and achievements vis-a-vis our objectives; (2) organize data from the previous years making it easier to compare our business performances; (3) customize dashboard; (4) import and export data which can be used for mass emailing; (5) easily create new accounts/users; (6) filter customer data which allows us to check on our visitor location and traffic; (7) set-up pop-ups as daily task reminders; (8) access the platform even outside the office because of its mobile app; (9) generate leads; and (10) link the app with our emails and other social media platforms, making it easier to track communications. overall, this platform has a lot of functions, records and organizes data well which results in clear and concise reports.

CONS: I like the dashboard but I think it can still be improved further. I also hope setting quotas would be less complicated in the future.

PROS: This software is a great success tracker for our marketing campaigns. It is so versatile and functional so even new users can easily navigate around it and use it to aid their tasks. It definitely contributed to the increase in our sales and helped in making our business successful.

CONS: The formats of leads to accounts for the sales and marketing process can still be further optimized. It's also beginner-friendly.

PROS: The best feature of Nutshell for me is the automation of processes. It helps me keep my potential and current clients on the loop. I would also like to commend their amazing customer support team!

CONS: The search engine tool can still be improved by letting the users easily track calls and contact data.

PROS: I love how the software works perfectly with both small and global businesses. It's functioning well even with large data.

CONS: The system sometimes does not accept certain email domains that are used by our clients. It's a hassle to reach out to customers and ask them to register using a different email address.

PROS: Nutshell has provided our business visibility from day one. And thanks to their tagging and their different market features, we are able to track leads more easily. Reporting is very powerful as you can easily filter a ton of criteria to find exactly what you need.

CONS: It was unfortunate that they removed the nice auditing feature that they used to have, though I heard it will be brought back soon. I also can't put internal activiities in Nutshell because they have to be tied to a lead, contact or account. So I have to use a seperate system for that (Outlook, Wrike, etc.) Their Zapier actions are very basic. I can only create a lead or contact using Zapier. I wish I could make more changes to Nutshell using Zapier.

PROS: I like its simple management of leads. I can easily manage all my projects and keep track of achievements and performance of projects. I can see the progress and fulfillment of tasks and projects.

CONS: They could create phone reporting window so I can write down notes while making the conversations. In addition, the links between company and leads are not intuitive, I’d like to see my team’s leads in my personal leads.

PROS: What I really love about Nutshell is the simple management of the leads. You can simply and easily manage your projects and you have the ability to track the achievements and growing of projects. You can see the fulfillment and progress of your duties and projects. In other words, Nutshell is an excellent web application.

CONS: It would be great if they could make a phone reporting window so I can write down the important notes while I make the conversation. Also, the links between company and leads are not clear, I wish I could see my team's leads in my personal leads, it is about team work after all. They need to work on this one.

PROS: Nutshell is very user-friendly and works best on any platform, as well as any mobile device.

CONS: Nutshell tends to focus on what they think the user experience should rather than what it actually is, causing a sense of disconnect in some instances and not focused on fulfillment.

PROS: Nutshell makes it easy to enter data/info, allowing changes in a field with just a quick click. I also like its automataed task workflows, which it offers at no extra cost, as well as the goal-setting feature and the dashboard counter that shows progress vs. a goal tally. the iPhone app is pretty good and customer service is great.

CONS: I think it lacks social media integration and I'm not a fan of referring to potential deals as "leads"; I just think "deals" should refer to actual deals/proposals. Just a different way of looking at things. And while the user interface is fine, I prefer the more modern, bigger box look of Base and Nimble.

PROS: What I love about Nutshell are the great features for sales, services and products, with which you can easy manage the tasks and the leads. I would recommend Nutshell to everyone. I am very satisfied with their support team, they are available at any time to help you to solve the problems you may have.

CONS: This application is very young and I believe they are doing their best to work on every issue.

PROS: Nutshell is easy to use, with great functionality, and its value is top-notch. It does a great job of storing the information we need, making it easy as well to make notes, compare customer and lead reports, communicate with prospects, and update information on the go so we can turn those leads into paying customers.

CONS: Sometimes I have to do a bit more navigation to get the lead reports that I want. But now I have all my frequently used reports bookmarked.

PROS: Finally a simple yet very effective tool to keep all of your team together. It saves me time by simply tagging my members to talk and to share information instead of haunting them. Also, the notes that others are taking are saved on their accounts too. It is excellent in organization and keeps all the appointments on the calendar. It is also amazing that it is linked to Google Suites so I can track all the email communication.

CONS: One thing that is missing is that you cannot put dates on the tasks you are working on and it is difficult to organize them.

PROS: This is simple yet effective tool that keeps all our team together. It saves lot of time because all we have to do is to tag someone for making interaction or to share information instead of searching them across the departments. It saves others’ notes on their account. This is perfect tool for organizing and keeping all appointments on the calendar. I like that it has great integration with Google Suite producsts and this means that I can easily keep track of email interactions.

CONS: I don’t like that I cannot put dates on the tasks I’m working on and it can be hard to organize them.

PROS: I was searching for a tool that is easy to use, intuitive and clean app, thankfully I’ve found Nutshell which is great tool for sales processes. It makes the sales process easy and everything is detailed. We can share tasks with our team members and when the task is done it is automatically marked as completed so we can start with the next one.

CONS: If the task is delayed then it automatically delays the date.