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Method CRM vs Nutshell Comparison

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Overview

Category Leaders

Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the...

Category Leaders

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations win more deals, and doesn’t require...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

25

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

27

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.2

94

5

4

3

2

1

56

19

8

2

9

  • Value for money
  • Ease of use
  • Features
  • Customer support
79%
would recommend this app

4.2

375

5

4

3

2

1

158

158

47

10

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

Pros

I liked the low cost and the clean interface that all looked much nicer than what we had been using. I really liked how tightly it could integrate with QuickBooks Online which saved us a lot of time.
Overall, very user friendly with very high quality customer service that is swift to respond to questions via chat or over the phone.
I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires.

Pros

Ease of use, easy integration, great customer support, easy to learn and solid documentation, and many more.
Reports are easy to generate and there are so many resources to help answer your questions. The provided training videos are clear & give good direction.
It is very intuitive and has a great mobile app. The price is also great considering all the features.

Cons

When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur.
But then I tried to use it and have been incredibly frustrated and extremely disappointed with the user support (or lack there of).
Worse CRM on the market. We chose it because it was Canadian and its supposed to sync with our system quickbooks.

Cons

I hate the way the tagging system works. I hate the data import/export process is over complicated.
The lack of a quoting interface, manual address entry into Quickbooks, lack of phone integration, and incomplete email integration.
No offline desktop apps. There was a feature I was missing on the iPhone app but can't remember what it is.
  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last review4 months ago

Key features

  • Total features86
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Batch Processing
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Scheduling
  • Campaign Segmentation
  • Click Tracking
  • Client Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Expense Tracking
  • For Financial Institutions
  • For Mac Devices
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Marketing Automation
  • Mobile Access
  • Mobile Optimized Emails
  • Monitoring
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Spam Blocker
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Visual Analytics
  • WYSIWYG Editor
  • Web Forms
  • Web-based Deployment
  • Workflow Management
  • Total features88
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Batch Processing
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Scheduling
  • Campaign Segmentation
  • Click Tracking
  • Client Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Expense Tracking
  • For Financial Institutions
  • For Mac Devices
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Marketing Automation
  • Mobile Access
  • Mobile Optimized Emails
  • Monitoring
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Spam Blocker
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Visual Analytics
  • WYSIWYG Editor
  • Web Forms
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations16
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations78
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite

User reviews that mention these apps

SS
AvatarImg

Stephen S.

Internet, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

Nutshell logo

Nutshell

On par with the rest

Reviewed 6 years ago

CRM...

Pros

Interface is fairly clean. Price is reasonable. Kind staff. Good Midwestern folk are a nice break from Silicon Valley types. Attempt to be progressive is appreciated.

Cons

Missing obvious reports like a weighted pipeline. Customization with reports is limited. Integration with Google and Mailchimp in particular feels lighter than what would be ideal. Built-in mail campaigns lack quality formatting options and attachments. Support is very slow to respond. I've watched the service get worse over time.

Vendor response

Hi Stephen, We appreciate you taking the time to provide us feedback. We are working on the items you mention below. I am responsible for integrations and will tackle getting more Mailchimp functionality embedded into Nutshell. Attachments are on the way and we will continue to work on making Nutshell more robust. Thank you for being part of the Nutshell community.

AvatarImg
AvatarImg

Jennifer H.

Real Estate, self-employed

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Nutshell logo

Nutshell

Just falls short

Reviewed 7 years ago

I had high hopes for this CRM, but in the end it falls short. I am looking for a simple, straightforward CRM for my real estate business. They are on to some really good things, but they aren't there yet.

Pros

The interface is clean, simple and attractive. It seems intuitive to learn. The CRM integrates with Google and Twitter, and has mobile apps. One of the most unique features is the ability to log (and record) calls. No additional software is required, I registered my cell number, and simply by clicking a phone number in the program, it uses my cell to place and track the call. There is a main feed that tracks all activities made by the team (which I don't need), and a clear, easy to read dashboard.

Cons

The CRM did not like my IMAP email--it took over a week to get it to work. The system also does not pull in emails other than Gmail (which I don't use for business). Email tracking is done via a bcc address. The system also boasts that it has a top-secret method for constantly searching the net to fill in missing information on contacts, yet it can't even find straightforward Facebook profiles. For the price ($20/month) this CRM just doesn't do enough to justify the cost.

PG
AvatarImg

Pierre G.

Financial Services, self-employed

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Nutshell logo

Nutshell

flexible software that formalises the sales process

Reviewed 6 years ago

fantastic CRM tool

Pros

-customisable -ease of use -good flexible way of adapting it -frames the sales process but along your individual requirements -great support staff -software development is prompt to deliver -as a customer I feel listened to

Cons

-the iPhone version needs an internet connection; could be an issue for people on the road: could be done on a sync basis to ensure contacts and adresses are always available

Vendor response

Pierre, Thank you for your feedback! We work hard to ensure that all of our customers are provided the support they need, I'm you're able to take advantage of that! We're happy to be working with you. Cheers, Asya

CM
AvatarImg

Cory M.

Information Technology and Services, 1-10 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Nutshell logo

Nutshell

Nice organization of information.

Reviewed 6 years ago

Light CRM without a big cost.

Pros

Tracks all emails in and out of system. Looks for information on social media.

Cons

No print feature. Would like to print lists of companies and people to give to route visitors... Paper is better for some tasks. Bulk deletion is weird.

MT
AvatarImg

Melanie T.

Marketing and Advertising, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Nutshell logo

Nutshell

I originally set up and customized Nutshell for our agency. It really lived up to my expectations!

Reviewed 6 years ago

Nutshell is our agency's CRM system.

Pros

I love its intuitive design and user interface. The bcc functionality to Nutshell records is one of my favorite features.

Cons

Sometimes it flags duplicates that seem completely unrelated. Other than that, it works really well for what I need it to do.

KK
AvatarImg

Krzysztof K.

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Nutshell logo

Nutshell

Mostly you have everything I need, but leads view can be more friendly, like in pipedrive, drag&dr

Reviewed 6 years ago
Pros

It's easier than our previous CRM.

Cons

Your search engine sucks: when I'm searching a lead by typing its name, I can't find it. It's very annoying. I'm looking for different, more friendly stuff. Also, you are in different time zone, when I need help, when servers are down I have to wait hours for an answer, because you are probably sleeping when I'm working.

Vendor response

Hi Krzysztof, Thanks for your feedback. We are working on ways to expand our CX to be more accessible in different time zones. Search is also at the top of our list to enhance. We appreciate you being a part of the Nutshell community. Amanda

AR
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Verified reviewer

Internet, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Nutshell logo

Nutshell

Nutshell is a great mobile CRM

Reviewed 4 years ago
Pros

I loved the syncing between mobile devices and desktop, makes it a great CRM for on-the-go

Cons

Since it's a lesser known CRM?, some of the features are not as intuitive

MT
AvatarImg

Mark T.

Management Consulting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Nutshell logo

Nutshell

I've used CRM software on Mac, PC, & midrange IBM systems. Nutshell is at the top of the heap.

Reviewed 6 years ago

It's CRM that actually is liked and used!

Pros

Easy and flexible setup; consistently clear design. Can use basic functions without tripping over the advanced ones, and can gradually add feature/function for a smooth transition from beginner to power user. I also like the way you have color-keyed the function buttons to the main color on functional screens. A nice visual orientation cue!

Cons

I worked full-time in the design profession for 17 years, so this is a 'studied' critique: There is a lot of market pressure for tech products to follow design trends. Unfortunately, design trends often are based on designers designing for other designers -- which tends to leave certain kinds of user needs out in the cold. One of the most common of these 'orphaned' needs is the need for contrast...

Vendor response

Hi Mark! Thanks for taking the time to give us some feedback. We appreciate the positive review and will pass along the feedback to our design team. Thanks for being part of the Nutshell community. Amanda

AR
AvatarImg

Verified reviewer

Telecommunications, 11-50 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Nutshell logo

Nutshell

Good CRM with limited API Support

Reviewed 4 years ago
Pros

It covers anything you need from a CRM software / platform.

Cons

The official API is very very limited. They published their JSON-RPC APIs but the documentation and the functionality are not good. It's barely usable.

JR
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Joel R.

Computer Software,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Nutshell logo

Nutshell

Releases updates Regularly

Reviewed 8 years ago
Pros

It's very easy to use. There's no fluff in your way to get through recording good notes on sale leads. There's not much training required.

Cons

Reporting is very weak. You will not know important KPI or deal flow info from this CRM.

SP
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Shanna P.

Farming, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

Nutshell logo

Nutshell

Too Many Steps

Reviewed 4 years ago

I found it cumbersome to keep up with the steps. I don't find it productive to spend so much time documenting what I have done to advance a sale.

Pros

The search capability is the best of any CRM I have used.

Cons

Too many steps to keep up with to get through a sale.

LS
AvatarImg

Lucy S.

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Nutshell logo

Nutshell

I tried out several CRM packages and found that Nutshell, although not the cheapest, was the easiest

Reviewed 6 years ago
Pros

The overall straightforward operation and how easy it is to keep track of customers, Emails, follow ups.

Cons

Searching fields eg. phone numbers, addresses - you have to search all fields. Copying other CRM data into Nutshell.

Vendor response

Lucy, We work very hard to make sure Nutshell is as user-friendly as possible, I'm glad you've found it to be so! If you are having trouble with importing, please feel free to reach out to our support team via phone or our in-app chat and we'll be happy to help! Best, Asya

GB
AvatarImg

Gab B.

Marketing and Advertising, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Nutshell logo

Nutshell

Neat New Concept to CRM

Reviewed 4 years ago
Pros

This app allows you to track and work remotely in a CRM system.

Cons

Must have iPhone and other comparable device.

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Alex V.

Hospitality, 5,001-10,000 employees

Used monthly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Nutshell logo

Nutshell

My Favorite Light Sales CRM Tool

Reviewed 4 years ago

A great experience. their Ann Arbor team is so nice and helpful, it really should be the model of support for CRM companies. I dread the day that this company sells its product to a bigger CRM company, because inevitably that's when the support starts going downhill, but for now its the best, little CRM ever made, in my opinion.

Pros

Okay, first off, there's never been a sales CRM / pipeline management tool that feels as good as this one. Our groups and meetings sales teams still feel a thrill when they drag and drop closed leads over the 'Win Lead' button and back when I demo'd it myself, I also loved it. The pipeline is visually represented so easily that ANY salesperson can handle it. Let me repeat that last part,... so easy that ANY salesperson can handle it... so if you've got a high-energy, super I-type personality team that hates tech but loves people,... THIS IS YOUR NEW CRM.

Cons

Occasionally dupe entries on calendars when we first rolled out, but then we switched our integration to Office 365 and its been smooth sailing.

AR
AvatarImg

Verified reviewer

Consumer Goods, 1-10 employees

Used other for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Nutshell logo

Nutshell

Not my favorite crm

Reviewed 4 years ago
Pros

I liked the interface- it was easy to explain to my team

Cons

It's not as widely used as other crms. Eventually, I found a crm with a better integration with google.

AR
AvatarImg

Verified reviewer

Telecommunications, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Nutshell logo

Nutshell

NutShell - Best in class CRM

Reviewed 4 years ago

I use it daily for my CRM and will not use anyone else's.

Pros

What is there not to like! Ease of use. Easily integrates with a slew of other software and GMAIL to pull in your records. Follow-up with cards like Trello to follow through on deals. Support - again best in class. Mobile APP ... OMG!

Cons

Really - I have no cons. They actually listen to the community for ideas

AS
AvatarImg

Allen S.

Media Production,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Nutshell logo

Nutshell

Loved Nutshell! It kept us on track. Nuff said

Reviewed 7 years ago
Pros

Amazing support! They were there whenever I needed them. Nothing better than instant chat support. Easy product to use, configure, and support from an Internal IT perspective. When we were forced away from using them, it was very easy to get all our data out.

Cons

Nothing at all comes to mind. They were great to work with and the product fully solved our CRM issues.

AR
AvatarImg

Verified reviewer

11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Nutshell logo

Nutshell

Easy to use CRM for Small businesses

Reviewed 5 years ago

A CRM that gets the job done without being complicated. Customer service is also excellent!

Pros

I had never used a CRM before, but yet I was able to set it up with ease. It is very intuitive. We have a lot of people on our team who have never used a CRM before and they catch on easily. I also love the integrations with google and our ticketing system.

Cons

Not all reporting features are available with the basic subscription - but enough are available that we don't need to upgrade.

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John G.

Accounting, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Nutshell logo

Nutshell

A Full Featured Sales CRM

Reviewed 3 years ago

Our sales staff was apprehensive at first as there were lots of bells & whistles and a little worn out with the previous jumps from one CRM to the other. But within two weeks everyone fell in love with Nutshell and completely on board significantly contributing to an increased close ratio.

Pros

This CRM walks the less experienced sales rep through the entire sales process even recommending when to follow up even suggesting additional steps should be taken to get to the close. Upon close it automatically updates the customer database and the task management features facilitate the onboarding process. It also has a neat "Click-to-Call" feature that calls and optionally records directly from your prospect list providing an excellent sales training vehicle.

Cons

We would like to have seen the developers respond more quickly to feature suggestions but as a Sales CRM it is untouchable.

JC
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Julio C.

Oil & Energy, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Nutshell logo

Nutshell

90% of what you need.

Reviewed 6 years ago

Five years ago it was the perfect fit for what we needed in a crm software.

Pros

Quick and simple view of daily events from users. Customize fields, and internal setup is quick and simple.

Cons

No way to retrieve content off line. In the event that you can't get online by any means you should be able to access a customers contact information.

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Prescott P.

Mining & Metals, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

Share this review:

Nutshell logo

Nutshell

leads don't allow you to easily sell services, only products. After sale service is hindered.

Reviewed 6 years ago

We get a cost effective CRM that frees up cash flow for use elsewhere in our business.

Pros

Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps.

Cons

Every lead typically has a company or contact. But if you don't save the activity in the lead, and instead under the company or individual contact, you can't see it when your client calls in regarding the sale they want service for, so your customer service is hindered and your sales people look like they don't know the history of the account. It's embarrassing to use this software because Nutshell...

MP
AvatarImg

Mitch P.

Information Technology and Services, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Nutshell logo

Nutshell

Nutshell - More Good than Bad

Reviewed 7 years ago

Used Nutshell for 2 years .. .... ..... ... .managing daily sales processes and contacts.

Pros

Keep track of daily follow ups - and record entire history with contacts. Basic CRM stuff it does well.

Cons

1. Where did the Gmail Gadget go? This was the best feature and now it's gone. :( 2. The relationship between the Lead and the Customer can be confusing... 3. Reporting for specific items can be challenging as well.

Vendor response

Mitch, Thanks for the review! We've been working directly with Google to get the Gmail Gadget back online. Unfortunately, this was an issue on their end and completely out of our hands ¿ it affected a good number of other products, as well. As of today, the gadget is back online. You can read a few more details at: http://status.nutshell.com/incidents/3l9j5sdbjplx Thanks so much for using Nutshell. We've got some exciting improvements to reporting under development. Can't wait to show them off! Best, Andy Fowler

CN
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Connor N.

Financial Services, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Nutshell

Great software, just feels lacking

Reviewed 4 years ago

This tool is crazy efficient and if thats what you need from your CRM then go for it.

Pros

Let me start out by saying this CRM is very easy to use and is a breeze to learn initially. My whole sales team picked up this tool so simply which saved our business a TON of money.

Cons

Because this tool is so simple it lacks some functionality and features. All in all, we had to ditch it because of this reason right here. I would absolutely recommend it though.

KH
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Kristen H.

Information Technology and Services, 11-50 employees

Used weekly for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Nutshell

Great CRM!

Reviewed 7 years ago

As a smaller company with a product focused on solving specific problems for our customer-base, we love to support other like-minded and similarly structured companies. Nutshell's focus on being the best collaborative CRM is perfect for our company and what we need to use it for. We don't need an all-in-one solution for our CRM, sales, and marketing needs. We just need a CRM that gets it and does it right, and that's Nutshell.

Pros

The ease of use, functionality, and value of the product are top-notch. Nutshell does a great job of housing the information we need and making it easy 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 play around a little more getting the lead reports that I want, but now I have all my frequently used reports bookmarked.

AR
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Verified reviewer

Internet, 51-200 employees

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Nutshell

Nutshell is great for smaller companies

Reviewed 5 years ago
Pros

Nutshell is a good CRM if you are a small company getting started. It doesn't have as much functionality as Salesforce.

Cons

Not the most robust CRM but it fits well for smaller companies who don't need all the features and bells and whistles of other CRMs.