Nutshell CRM REVIEW

CRM Software

17 user reviews
USER SATISFACTION 100%
OUR SCORE 9.4

What is Nutshell CRM?

Nutshell CRM is a smart system dedicated to helping sales reps be more successful, solving the challenge from which most CRMs suffer: motivating sales teams to embrace the software. With its award-winning product and next-door-neighbor service, Nutshell helps small businesses win more deals, more quickly.

Nutshell integrates with the software small businesses already use, including Google G Suite/Gmail and Microsoft Office/Outlook.

With Nutshell, you’ll be up and running in less than 24 hours, with no need for an implementation consultant or “CRM administrator.” Nutshell provides onboarding assistance as well as free and friendly customer support.

Nutshell is also affordable, with no hidden costs. With Nutshell, you never have to worry about unanticipated costs or overage charges. There are no limits on the number of customers or the amount of data, so you’ll never be surprised with a big bill. For such unlimited service, the price of Nutshell is very affordable, to say the least: the lowest package is $20 per month, while a complete functionality package would cost $35/month (billed annually). The company also offers a free trial, where users can examine the features, and decide which package corresponds to their needs.

Founded in 2009, Nutshell works with thousands of small businesses and has been named a top CRM for both user-friendliness and affordability.

Overview of Nutshell CRM Benefits

Friendly dashboard

The core of Nutshell’s benefit is its appealing and user-friendly dashboard, where users can see all activities, upcoming meetings, tasks, and contact history. Once synced with Google Calendar, this system will aggregate all important dates, and let the manager focus on managing leads.

Role assignment

Before you’ve jumped on contact management, however, you need to include other users and assign them roles, which can be done quite easily in the Setup section. This is a very handy feature for larger teams where not all users are supposed to access customer history or manage pricing data.

Importing contacts

There are many ways to import contacts into Nutshell CRM: it can either be the full list of your Google Account which syncs automatically, or the Excel spreadsheet you’ve been using so far. Obviously, the possibility to record contacts manually is not excluded. For more transparency, the system allows you to divide contacts into Leads, People, and Companies. Whenever you need to, you can email the entire group using a simple template, or even do some bulk editing when necessary.

Comprehensive contacts display

Unlike most small biz CRMs, Nutshell displays contacts in a comprehensive manner, because clicking on the person’s name is enough to see the entire history of your relationship, including the latest emails and conversations. The same window allows you to contact them on the spot, arrange a face-to-face meeting, or edit their records.

Lead generation and tracking sales

When it comes to generating leads and tracking sales, Nutshell allows you to define a price according to your own criteria, and adjust that price to the market where your product/service is about to be placed. The system lumps all opportunities together, as it assigns people, products, sources and competitors to each lead, making it possible to track them all at once. That doesn’t stop you from distributing leads in a different way, though, or assigning unique tasks while the lead is created.

Great reporting

Finally, Nutshell is a great reporting system. The user can pull out detailed performance charts, high level summaries, sales forecasts and analytics, and team activity lists. The same as other documents exported from this system, reports can be saved to your device as CSV files.

Overview of Nutshell CRM Features

  • Collaborative Environment
  • Customizable Sales Processes
  • Lead Relationships Management
  • Native mobile apps for Mac, iOS, and Android
  • Powerful Sales Analytics Reports
  • Seamless Integration with a variety of Business Apps
  • Calendar Sync
  • Click-to-Call
  • One Click Task Creation
  • Bulk Email Templates
  • Nutshell Maps
  • Nutshell Intelligence
  • Contact Importing
  • Sales Collaboration
  • Email Ingestion
  • BCC your Emails
  • Sales Team Management
  • Lead Confidence
  • Real Time Notifications
  • Activity Reports
  • Funnel Reports
  • User/Team Restrictions
  • Quarterly Success Plan Reviews
  • Multichannel Customer Support

What Problems Will Nutshell CRM Solve?

  • Find every contact, customer, and conversation. Nutshell is your company’s central repository for customer knowledge. Store all your contact details, call notes, and email conversations in one place so everyone on your team can quickly access them.
  • Multiply online orders. Instead of running an unsustainable business on spreadsheets, you can give Nutshell CRM the chance to follow up your sales, and develop a productive strategy for generating new ones.
  • Automate your sales process. Maximize every opportunity by crafting a sales process that fits your business. Specify the actions and follow-ups that need to happen from initial qualification through final negotiations so you never drop the ball.
  • Get everyone on the same page. Nutshell lets you easily bring colleagues into the conversation, see who’s talking to your customers outside of the sales team, and stay notified of everything that needs your attention.
  • View sales reports and track your performance. Nutshell’s reports help you and your team learn what’s working and what needs to improve. Understand your lead volume and quality, see whether you’re hitting your numbers, forecast sales, and review sales team activities.

Awards & Quality Certificates

Nutshell CRM Position In Our Categories

Position of Nutshell CRM in our main categories:

10

Nutshell CRM is one of the top 10 CRM Software products

10

Nutshell CRM is one of the top 10
CRM Software products


Nutshell CRM is also listed in the following subcategories:

Category:Position:
Online CRM Software#7 Social CRM Software#7

Every company has different requirements and requires a application that can be customized for their size, type of staff members and clients, and the specific industry they are in. For these reasons, no platform can provide perfect tools off-the-shelf. When you look for a software system, first be sure what you need it for. Read some Nutshell CRM reviews and ask yourself do you need basic tools or do you want complex features? Are there any industry-specific tools that you are seeking? Get the answers to these queries to assist your search. There are multiple aspects that you need to mull over and these include your budget, specific business needs, your company size, integration requirements etc. Take your time, try out a few free trials, and finally zero in on the app that offers all that you want to boost your company efficiency and productivity.

How Much Does Nutshell CRM Cost?

Nutshell CRM Pricing Plans For Enterprises & Small Business:

Nutshell CRM offers three different SMB and enterprise pricing plans tailored to meet the needs of all clients. A great free trial is also available so you can check the capabilities of the system first. You can easily sign up for Nutshell free trial here. Here are the details of paid plans:

Starter – $20/user/month

  • Sales Tracking and Reporting
  • Team Contact Management
  • Email Sync
  • Email Templates & Tracking
  • Calendar & Task Sync
  • Business App Integrations & API
  • Support via Phone, Email and Chat
  • Custom Import Help

Pro – $35/user/month

  • All Features from the Starter Plan
  • Sales Process Automation
  • Activity Reporting
  • Funnel Reporting
  • Click-to-Call

Pro+ – $70/user/month

  • All Features from the Pro plan
  • Professional Onboarding
  • Quarterly Success Plan Review

Note that these prices are listed for annual subscriptions.

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

17

NEGATIVE SOCIAL MENTIONS

0

Video

Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

What are Nutshell CRM pricing details?

Nutshell CRM Pricing Plans:

Nutshell CRM offers three different SMB and enterprise pricing plans tailored to meet the needs of all clients. A great free trial is also available so you can check the capabilities of the system first. You can easily sign up for Nutshell free trial here. Here are the details of paid plans:

Starter – $20/user/month

  • Sales Tracking and Reporting
  • Team Contact Management
  • Email Sync
  • Email Templates & Tracking
  • Calendar & Task Sync
  • Business App Integrations & API
  • Support via Phone, Email and Chat
  • Custom Import Help

Pro – $35/user/month

  • All Features from the Starter Plan
  • Sales Process Automation
  • Activity Reporting
  • Funnel Reporting
  • Click-to-Call

Pro+ – $70/user/month

  • All Features from the Pro plan
  • Professional Onboarding
  • Quarterly Success Plan Review

Note that these prices are listed for annual subscriptions.

What integrations are available for Nutshell CRM?

Nutshell CRM offers a large list of native integrations with popular apps and business systems. An interesting opportunity offered by the company is expanding the system’s functionality with a number of Zapier-built integrations. Here are some of the apps Nutshell can be connected to:

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

User reviews


17 Reviews

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The most favorable review

Heather

2 hours ago


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.

The least favorable review

Dennis

4 days ago


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.


Heather - 2 hours ago

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

Sean - 2 days ago

Verified
user
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....

Dennis - 4 days ago

Verified
user
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...

Glenda - 2 weeks 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...

Shelley - 2 weeks 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....

Chris - 2 weeks ago

Verified
user
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...

Richard - 4 weeks ago

Verified
user
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...

Renee - 1 month ago

Verified
user
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...

Rodolfo - 1 month 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...

Bryan - 2 months ago

Verified
user
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...

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