Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.
25 reviewers had the following to say about Nutshell's features:
Overall Nutshell has really helped us with our initial sales/setup processes and is very user-friendly while still being customizable. The customer service support is top notch and it has helped us have a smaller learning curve implementing software into the company.
Pros
There are a ton of features like contact management, task management, forecasting/reporting modules, etc.
Cons
When I don't make the call by that time, it will go into unlogged activities which can feel stressful/hectic.
Rating breakdown
Time used: Free Trial
Frequency of use: Weekly
Likelihood to recommend
Workflows are customizable, and tracking prospect information is a breeze.
Pros
The affordability makes it a great first CRM for new and small businesses.
Cons
Importing can sometimes result in a lot of duplicate leads, so data cleanliness becomes a bit of an issue as you grow.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Best bang for your buck.
Pros
How customizable it is , the email series, click to call.
Cons
if you get leads from third party companies you have to manually enter them in the system.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Tracking customer data.
Pros
Easy to search data. relatively easy to add custom columns (still figuring out how best to use this feature).
Cons
Not able to add appropriate custom fields (use for tracking customer feedback).
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Hey Brian,
Thanks a bunch for your feedback. Our support team can help you with your custom reports. Please do reach out when you have a few minutes. We appreciate you being part of the Nutshell community.
Amanda
Pros
Ease of creating reports, notifications, and ability to rope in multiple users on leads to keep everyone up to date.
Cons
Exporting reports is not ideal for importing into email marketing solutions and email marketing integrations like MailChimp are fairly weak.
Rating breakdown
Time used: 2+ years
Frequency of use: Weekly
Hi Liz,
Thanks for your feedback. I am currently overhauling our integrations so that our users get more functionality. I hope to have these available in the next few weeks.
Amanda
We previously used a locally-installed, server-based CRM (Goldmine), which was very functional but completely not portable.
Pros
Easy migration from old CRM via CSV import. Activity management and to do lists keep users organized and on task.
Cons
I would love to see Nutshell offer integrations to more third-party apps.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Pros
Tracking of history and activity. Logging of leads and tracking pipeline.
Cons
Mapping of locations and customers has some errors when searching.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Hi Matthew,
We really appreciate your feedback! Thanks for being part of the Nutshell community. Please let our customer support team know what you'd like to see in reporting, or please respond back to my email.
Thank you!
Amanda
Nutshell has taken place of my company communication which has replaced email and texting.
Pros
Love the integration with 3rd party programs like mail chimp and any other automation systems.
Cons
iOS app needs some more tweaking with being able to have the little blue bubble on activities when viewing activities from the activity menu or when viewing activities on the account info page.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Nutshell
Have youtube videos demonstrating updates you make on the software (desktop and mobile) so we can see how the updates work and can review them as many times or distribute them as needed.
The automation of the sales process is excellent and the customized template of the sales process makes it really easy to remind the sames reps of what steps are to be taken next.
We continue to modify to our needs as Testimonial Tree's SaaS based customer survey, testimonial marketing, online review and reputation management business grows.
Pros
We use it for our sales, new customer on-boarding and retention activities. We've been on the platform for over 3 years and highly recommend them.
Cons
We'd like to see them expand their App integrations & Zaps (Zapier) with best of breed solutions.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Pros
Ability to quickly review activity on the mobile app.
Cons
Integration to google doesn't work at times, alerts don't alway's send.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Hey Matt!
Thanks for your feedback. Attachments are in the works! We hope to deliver these in the not so distant future. We appreciate you being part of the Nutshell community.
Amanda
Sales process follow up
Pros
Could it possible to download Customers information from a local Data Base (for example Excel), in order to have an automatic upload or update.
Cons
Would be easy if you can assign a person to all activities as a default and manage excepción with other names.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
Integration with MailChimp was easy as well as tracking all gmail.
Pros
Ease of use and customer support/tutorials. Importing data was also very easy and understandable.
Cons
Reporting can always be improved in every product.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Integrates great with Gmail, great mobile app for making adjustments on the go and the desktop platform is easy to use.
Pros
Customizable for varying types of sales processes.
Cons
It's small but to open with a Gmail account, you have to find it in the Gmail apps rather than there being a link on the login page of Nutshell that allows you to login through Gmail. Small but when I close my computer down it's a bit of a process to log back in.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Recommendations to others considering Nutshell
All and all great stuff.
Hi Gordon,
Thanks for your feedback! We are very happy that you are all set up and running well. Thank you for being a Nutshell customer!
Amanda
Proper management of leads and companies across users.
Pros
Advanced search with tag EXCLUSION in filters Periodically send reports in email as pdf (eg: like Google Analytics)
Cons
Leads are not assigned directly to the owner of the company: I must reassign manually every time. In Company window I like view annual leads amount, and not total lead amount.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Hi SImone,
Thanks for taking the time to share your thoughts. Attaching leads to company owner is a valid request and I will include this on my feature list.
We appreciate you being part of the Nutshell community.
Amanda
Pros
I also really like the activity tracking, todo list tasks, and last contact.
Cons
Another change that would be nice for larger databases would be last viewed columns, say you didn't email them etc it would be nice to know the last time called or time the account was reviewed by a particular user.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Hey Chris,
Thanks so much for your feedback. We really appreciate your suggestions and will add them to our list. Thanks for using Nutshell.
Amanda
Pros
- Straightforward interface; easy to train new people - The ability to import emails via "bcc@nutshell.com" to keep track of conversations and relationships across many offices - Easy to bulk upload or update contacts or companies with tags - Thoughtful reports - Generally responsive customer support team - The 'merge duplicates' feature is very helpful
Cons
built in reports, I am still having to export all the data and do the conversion myself and create the reports again in Excel.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Pros
easy to use contact management and integrates with cell phone pretty well.
Cons
does not have easy to read reports for opportunity.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Hey Jim,
Thanks for taking the time to share your feedback with us! We are interested in understanding what you'd like to see in your opportunity reports. We appreciate you being a part of the Nutshell community.
Amanda
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
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Ability to track and organize all aspects of our member company portfolio including activities, contact via email, in person and follow up.
Pros
Ease of use Reporting abilities Tracking and ability to customize what we need for our business model The ability to manage and update our member company portfolio in one place
Cons
Only con is the inability to remove someone (a contact) from a specific company they are linked to without entirely deleting them.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Hi Tina!
Thank you so much for your feedback.
Good news, you can remove a contact from a specific company without deleting the contact. You can either go to the person page and remove the company or go to the company page and remove the person from the company. In both cases, the contact still exists but is no longer linked to the company. Please feel free to call our customer support team and they can walk you through the steps.
Frank
Organized and consolidated our client relations activities; Organized and consolidated our client contact information; Provided sales information to multiple groups within the company without having to produce multiple reports.
Pros
The software is easy to update so our entire company can stay up to date on proposal stage activities for any of our teams.
Cons
Example: If I have a general email related to ACME Corp., as soon as I create a new lead with ACME Corp. that unrelated email shows up in the feed for the new lead.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Nutshell offers an all in one CRM, email management, and phone option.
Pros
Plus they offer social insights based on company domain and email, which auto populates lead data.
Cons
The email tracking is scant and doesn't track opens accurately, plus the emails sent from the CRM could be enhanced with HTML options.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
I had high hopes for this CRM, but in the end it falls short.
Nutshell is a simple yet effective CRM. We are a small business and Nutshell works perfectly for tracking our sales processes.
Pros
It's easy, self explanatory, good interface. The customer service is that nutshell provides is remarkable.
Cons
The reporting can be somewhat limited for custom reports, but all of the basic reporting is great.
Rating breakdown
Time used: 1-2 years
Frequency of use: Weekly
Likelihood to recommend
Recommendations to others considering Nutshell
I highly recommend this for any small business!
