I've used this system for about 2 years now and I really enjoyed using it to help me close my deals. I love the integrated API which allows our system to populate tags to tell us the activity of the customer!Read the full review
Really powerful CRM. The global search feature feels like it can read my mind! The reporting tools are incredible and the customization for fields on each lead is extremely beneficial.Read the full review
The ability to close sales quickly and efficiently can make or break a small business. Nutshell CRM is a web-based application that helps small and medium-sized businesses grow through consolidated communications, automated sales processes, and detailed contact management.
Developed in a simple way that is easy for small businesses to adopt, Nutshell CRM differentiates itself from competitors in the marketplace with its crisp layout, intuitive setup process, and centralized contact organization system. The solution scales with growth and provides business users with more than 40 available integrations.
Nutshell CRM was built to provide sales teams with tools for closing more sales in less time. The web-based platform includes features for team collaboration, integrations, reporting and sales automation. It can be used on desktop computers or mobile devices, which is useful for teams that work remotely, on-the-go or outside the traditional office environment.
Businesses that use Nutshell CRM are better able to manage leads, close sales, and keep track of important client relationships throughout the sales pipeline. Using Nutshell CRM’s tools, businesses can also forecast future sales and learn more about their most important contacts.
Within Nutshell CRM, sales are tracked as leads throughout the pipeline. Nutshell CRM does not separate leads from opportunities, which provides for a more seamless user experience.
Within a lead, you can include multiple accounts, contacts, products, competitors, sources, and assignees. To create a new lead within your Nutshell CRM account, click “Create New” and add all the information you currently have available about that lead. Keyboard shortcuts allow you to open forms and create new leads in less time, which is especially useful in busy office environments.
Automating sales workflows ensures that a company’s leads are kept on the path toward success. At its core, an effective sales workflow should tell a business’ sales representatives how to handle leads and when to take certain actions, like following up on emails or phone calls.
Build your own sales processes within Nutshell CRM. Although the platform comes with a pre-configured sales process, most businesses will want to create their own processes based on their unique schedules and directives. Add new milestones and customize the individual steps within a larger process. With Nutshell CRM, you can also add pre-requisites (steps that must be marked as complete before future steps are workable) and delays.
Businesses that use Nutshell CRM can forward and BCC emails to a specific account address (email@example.com). Doing so attaches those emails to the correct contacts or accounts automatically. Sales representatives can then open leads with their messages.
To email a colleague about an internal lead, include a keyword related to the lead (for example: Lead XYZ) in the subject line. Nutshell CRM will recognize the lead and include the email in that lead’s timeline. With Nutshell CRM, you can also track any incoming messages that you receive from your contacts and send messages from additional addresses.
It's also possible to automatically sync emails from Gmail to Nutshell CRM. Contacts will be created for any email addresses that aren't already in your Nutshell database.
Nutshell CRM features a Google Apps widget that allows you to instantly add your emails from Gmail to the Nutshell timeline of your contact, account, or lead. If you're conversing with someone who is not yet in your Nutshell contacts, you can use the widget to quickly add them as an account or contact.
Microsoft Exchange and Outlook sync is also supported by Nutshell CRM. Activities you create in Nutshell CRM can be set to synchronize automatically, and when you add teammates to an activity this will be automatically added to their calendars.
Being able to generate data reports is an incredibly important feature in a CRM platform, which is why Nutshell CRM has put so much effort into building a robust set of analytics tools for its users. At a glance, business owners can quickly review their companies’ overall sales health based on leads and activities from the past 30 days, quarter, year, or a rolling period.
Filter the sales reports you generate by user, team, product, or source. You can also select your most common sources or products, and then track these metrics throughout the pipeline. Using Nutshell CRM’s analytics tools, you can track which leads are overdue based on estimated close dates.
Nutshell CRM integrates with more than 40 business applications. These applications include Mailchimp, Microsoft Exchange, Google Apps, Twitter, Wufoo, Zendesk, Zapier and others.
Nutshell CRM charges a flat fee of $15 per month, per user. This flat fee includes unlimited storage and contacts. Nutshell CRM can easily scale for growing businesses without the need for customers to upgrade their plans.
I've used this system for about 2 years now and I really enjoyed using it to help me close my deals. I love the integrated API which allows our system to populate tags to tell us the activity of the customer!
Really powerful CRM. The global search feature feels like it can read my mind! The reporting tools are incredible and the customization for fields on each lead is extremely beneficial.
So much easier to keep my clients organized in one place. I love being able to access my clients right from my phone. Having a small business is a lot of work and this definitely helps with keeping it all together!
Nutshell lets me organize my client and contact information in a very helpful way. I can also run very interesting reports that help me think strategically for the upcoming business quarters.
We have used Nutshell for about 3 years now. There have been some good improvements during this time that have made it an overall user-friendly and beneficial software. You can see all activities occur in real time, and Nutshell makes it very easy to keep track of sales and communication with customers and vendors. We were also able to connect this with our accounting software, Zoho Books - a huge plus. There are just some minor annoyances and general glitches that prevent me from being able to give the software a full 5 stars.
I am in Nutshell every single day and find it extremely easy to use and navigate. I schedule my meetings and calls through Nutshell and then will log the activities at the end of the day with notes on each activity. Nutshell makes it easy to search for previous notes, contacts, emails, etc... I also send all of my emails to my Nutshell account and so it makes it easy to have everything in one centralized place.
I've been using Nutshell for the last year to manage our customer data for a tech start-up in Chicago. Very inexpensive and easy to acquaint yourself with this system.
It's inexpensive and for a start-up company that is important. Integrations with MailChimp have been helpful and syncing data with Gmail has also been very easy and fast.
I hardly every hear of updates and new things coming down the pike. I'd also like to see more training webinars to know that I am using all the functions of the system to its fullest.
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
have been looking for a CRM solution for a while, probably looked at them all. We were looking for easy use and good reminders for follow ups that could also integrate with our mailchimp account. Nutshell has been great, set up was easy and the learning curve was quick, it has really helped us keep on top of new and existing accounts.
I find it very easy to use and integrate into your sales process. The system seems to be very users friendly as to where to find things. Minimal training was needed based on our companies 'sales flow'. The leads report is also very helpful.
I like the lead creation and flow, it's nice because it mimics a check list which is helpful to completing my processes with a new prospect.
The bcc functionality, if I recall from using sales force there were more ways to 'tag to salesforce' via email that were easy while emailing and after the fact. I don't like that calls get logged to your google calendar after you take notes on them. Seems to clutter things up for no reason.
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Nutshell CRM
Not that I can think of.
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.
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.
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.
Time used: 6-12 months
Frequency of use: Weekly
Likelihood to recommend
Created for small businesses, Nutshell’s CRM is used by outbound sales teams in a number of industries. The solution can be used by any business that needs a more efficient way to organize its contacts and manage its sales process in a cloud-based setting.Read the full GetApp Analysis