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Nutshell CRM REVIEW

CRM Software

28 user reviews
USER SATISFACTION 96%
OUR SCORE 9.4

What is Nutshell CRM?

Nutshell CRM provides you with all the features and tools you need to convert leads into customers. It gives you capabilities such as sales automation, pipeline management, contact management, performance tracking and reporting, and team collaboration. It also offers world-class customer support. The CRM solution is built to simplify workflows, automate processes, facilitate completion of tasks, and track each stage in the journey your lead goes through until conversion.

Your sales team can take advantage of its powerful features to monitor deals, pinpoint gaps in the pipeline, and gauge sales performance, and analyze metrics to drive and accelerate sales. It boasts of flexibility, able to conform to the business sales model that you choose such as inbound, outbound, account or relationship-based selling. This helps your sales team close deals faster and more efficiently in line with your unit’s tactical objectives and your company’s strategic goals.

Powered by an automation engine, your sales team will be assisted in performing everyday tasks, designing workflows, and going though sales processes from qualifying prospect, specifying actions to doing follow-ups, pursuing hot leads and sealing the deal. Every task and assignment is well-defined in every stage of the sales funnel so that each team member knows what do, working like clockwork that’s able to respond to any changing situation and grab every sales opportunity.

Nutshell CRM offers extensive integration with third party apps and services, and is available in three affordable packages. It has analytics and business intelligence tools and comes with native mobile apps for iOS and Android devices.

Overview of Nutshell CRM Benefits

Intuitive and user-friendly features

Everything is organized and made simple by Nutshell CRM starting with its dashboard that acts as your control hub. From there you can launch activities and assignments, view appointments and schedules, see contact information, monitor sales status, and track the progress of your sales team, among others. You get reporting tools for instant viewing of sales performance as well as qualitative productivity and effort of your team.

Sales processes on auto-pilot

Nutshell’s sales automation capabilities reduces time wasted on repetitive task so your team can concentrate on relationship building and the business of selling. Leads will be advanced along the pipeline automatically, helped along by goals that you define on every stage. Since the system works with MailChimp, you’ll be able to automate sending email messages at the proper time to your targeted prospects without having to input required information all the time.

Built as a collaborative platform

Nutshell easily lets you bring your team members together for discussions so that everyone is on the loop and updated of tasks and happenings. Conversations are kept and maintained front and center, eliminating instances where messages are lost in long threads at the inbox while ensuring that nothing goes through the cracks. With native mobile apps, everyone on the team gets notified when there are important updates or when situations crop up that need to be addressed or dealt with immediately.

Interactive pipeline management

The CRM solution offers an interactive means of managing your pipeline through its board view feature. This drag and drop functionality lets you easily put leads onto the next stage and mark them with the corresponding status – cancelled, lost or won. It helps you monitor pipeline health and swiftly decide on next course of action. You also have other view options – chart, list, maps – whatever you prefer, it is easy to grasp details on several variables such as quantity, timeframe, individual location, lead stage, and more.

Overview of Nutshell CRM Features

  • Collaborative platform
  • Sales automation
  • Lead relationships management
  • Mobile apps
  • Sales analytics
  • Performance tracking & reporting
  • Integrations
  • Bulk email templates
  • Import contacts
  • Notifications
  • Multi-channel customer support

Nutshell CRM Position In Our Categories

Position of Nutshell CRM in our main categories:

20

Nutshell CRM is one of the top 20 CRM Softwareproducts

20

Nutshell CRM is one of the 20
CRM Software products


Nutshell CRM is also listed in the following subcategories:

Category:Position:Category:Position:
Online CRM Software#9 Social CRM Software#9
Category:Position:
Online CRM Software#9
Social CRM Software#9

It's essential to keep in mind that hardly any software in the CRM Software category is going to be a perfect solution that can meet all the goals of different business types, sizes and industries. It may be a good idea to read a few Nutshell CRM reviews first as some services may perform well exclusively in a very narrow set of applications or be created with a very specific industry in mind. Others might work with an intention of being simple and intuitive and as a result lack advanced functionalities needed by more experienced users. You can also come across apps that support a large group of users and provide a rich feature set, but this frequently comes at a higher price of such a service. Be certain that you're aware of your requirements so that you get a software that provides specifically the features you search for.

How Much Does Nutshell CRM Cost?

Nutshell CRM Pricing Plans:
Free trial
Starter
$19 per user/month
Pro
$35 per user/month
Pro+
By quote

Starter – $19 per user/month (yearly) or $22 per user/month (monthly)

  • Team collaboration capabilities
  • Single sales pipeline
  • Sales activity and results dashboard
  • Standard sales reporting

Pro – $35 per user/month (yearly) or $39 per user/month (monthly)

  • Cross-sell and upsell automation
  • Multiple sales pipelines
  • Advanced reporting
  • Sales process automation
  • Unlimited click-to-call and recordings
  • Team coaching tools
  • All Starter plan features

Pro+ – quote

  • All Pro plan features
  • Dedicated customer success manager
  • “First in line” technical support
  • Free training for new employees
  • Training on new Nutshell features
  • Quarterly business reviews

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Nutshell CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Nutshell CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

28

NEGATIVE SOCIAL MENTIONS

1

Video

Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Annual Subscription
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

What are Nutshell CRM pricing details?

Nutshell CRM Pricing Plans:
Free trial
Starter
$19 per user/month
Pro
$35 per user/month
Pro+
By quote

Starter – $19 per user/month (yearly) or $22 per user/month (monthly)

  • Team collaboration capabilities
  • Single sales pipeline
  • Sales activity and results dashboard
  • Standard sales reporting

Pro – $35 per user/month (yearly) or $39 per user/month (monthly)

  • Cross-sell and upsell automation
  • Multiple sales pipelines
  • Advanced reporting
  • Sales process automation
  • Unlimited click-to-call and recordings
  • Team coaching tools
  • All Starter plan features

Pro+ – quote

  • All Pro plan features
  • Dedicated customer success manager
  • “First in line” technical support
  • Free training for new employees
  • Training on new Nutshell features
  • Quarterly business reviews

What integrations are available for Nutshell CRM?

  • Box
  • MailChimp
  • Microsoft Exchange
  • Twitter
  • Olark
  • Wufoo
  • Google Apps
  • Google Sheets
  • Google Contacts
  • Google Drive
  • Dropbox
  • Zendesk
  • RightSignature
  • Quote Roller
  • 40Nuggets
  • Yesware
  • Kixie
  • Slack
  • Gravity Forms
  • Pure Chat
  • Zapier
  • RingCentral
  • PandaDoc

User reviews


User reviews in total: 28

17
11
0
0
0

Average Rating:

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The most favorable review

Willard

2 months ago


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.

The least favorable review

Mandy

7 months ago


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.

Published 2 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 2 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 2 months ago
Verified
user
Nutshell is very affordable and offers great customizable features like the sales pipeline, products and services, easy to use lead uploading, and task management....



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 7 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 8 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 8 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 8 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 8 months ago
Verified
user
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...



What do you think about this review? Great Poor

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