Great! It helps the team stay on track whether it's sales or implementation.
Reporting and filtering reports. Keeping a track record of our leads.
Have to move over to pro to get more then one sales process. Pro is so expensive.
Likelihood to recommend: 10/10
We are now better organized with our sales process and are more collaborative. This allows us to keep our important information in one place that is easy to use and work as a team to get things done!
I love the filtering ability with our companies and people lists. It allows us to really drill down and get the exact metrics we want. We are better able to see a lot of information at a glance in a dynamic way.
I would love more options when emailing groups of people in the system. Currently, I need to only use templates when emailing groups and I would like to be able to type out the email in one shot instead.
Likelihood to recommend: 9/10
I was an ACT user for 10+ years and when they went to an cloud solution the product because so slow and crappy I had to make a switch. Testes and used many programs and landed on Nutshell. Great product & great support!
The process of a lead and a person a little confusing at 1st.
Likelihood to recommend: 10/10
We get a cost effective CRM that frees up cash flow for use elsewhere in our business.
Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps.
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 says they are only helping to land the sale, not support it, but this mindset about how they build their software results in a horrible disconnect with regards to how we are forced to serve our customers, and thus we are using a CRM that doesn't support the full life cycle of a sale. We keep hoping Nutshell will fix this and improve because their customer service is great, and their people mean well, but after several years of patiently waiting, we are concerned that we may never see this problem fixed. The mobile app also has so many glitches with the UX that it can't even compare the experience to how you can use leads in a web browser. Further, when we have a customer call in to ask about their account, the recent leads puts the oldest first in the list, which means we have to scroll through several hundred orders just to open the last order we did for that client. If you are trying to sell to a major corporate account with multiple facilities / departments, forget it with Nutshell; linking subcompanies / vendors / partners / other locations is a nightmare in Nutshell.
Likelihood to recommend: 4/10
Everything was really great. From the sales, through deployment, and ongoing support.
Ease of use, easy integration, great customer support, easy to learn and solid documentation, and many more.
Some features need improvement or expansion but our rep told us all the ones we asked about are already in their production queue.
Likelihood to recommend: 10/10
14-day free trial, no credit card required.
Starter: $19/user/month (billed annually) or $22/user/month (billed monthly).
Pro: $35/user/month (billed annually) or $39/user/month (billed monthly).
Pro+: $69/user/month (billed annually) or $79/user/month (billed monthly).
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.
Nutshell CRM scales with growth and provides business users with more than 40 available integrations.
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 can 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.
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.
Within Nutshell CRM, sales are tracked as leads throughout the pipeline; Nutshell CRM does not separate leads from opportunities. 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.
You can 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 prerequisites (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 (firstname.lastname@example.org). 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. 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 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. At a glance, business owners can quickly review their company’s’ 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 starts at $19 per month per user for their “Starter” package, or $35 per month per user for their full-featured “Pro” version. (Personalized onboarding assistance can be purchased for an additional fee.) Since all of Nutshell’s CRM packages include unlimited data storage and contacts,Nutshell can scale for growing businesses without the need for customers to upgrade their plans.