Nutshell Features

Integration and onboarding were easy and quick, so many great features for our sales and marketing teams, task setting and email integration are great!

We really don't have negative feedback for Nutshell, there are some features we don't use but not because they are difficult to use, just not necessary for our business.

Nutshell has a good UX and design, was easy to customise with their API and integrate into our software, and was easy to onboard new staff onto and train them how to use.

There is a massive security bug in the software that we have raised to their CTO multiple times but this has still not been fixed, and their team now ignores our emails. This bug allows peoples private emails to be read even if they have unsynced from Nutshell, and has been acknowledged as a bug by their tech team but we have not had this addressed. As a result, we had critically confidential business information leaked. Nutshell is also meant to include unlimited free phone calling - their CTO about a year back reached out to us to ask us to switch to a more expensive option, because they had not planned for calling volumes from our country and this subsequently pushed our costs up.

Nutshell has been great for our software firm as it grew from a startup to a mid-market company. Nutshell is very similar to us in age, culture, feature philosophy, etc. so I always enjoy interacting with the team. The Support (via chat and email) is excellent and they are always willing to hear new feature ideas and requests. The affordability makes it a great first CRM for new and small businesses.

Importing can sometimes result in a lot of duplicate leads, so data cleanliness becomes a bit of an issue as you grow. Reporting has some room to grow but it's not too bad right now.

Feature-rich option for small companies.

So flexible and customizable that it can get unruly .

Thank you so much for sharing your positive experience with Nutshell, Carlos! We're glad to hear Nutshell has been easy to learn and use!

Barrier to entry was low with minimal upfront cost needed to evaluate the software. Ease of use for a small company with minimal resources to devote to developing, executing, and maintaining the system.

So far the only con that we have experienced has been in the reporting functions. This could be a by-product of our unique needs or our lack of resources available to investigate it further. It does seem limited compared to Salesforce.

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.

My favorite thing about this software was its mobile interface through the iOS app. Having your CRM in the palm of your hand proved to be incredibly powerful for me. My role is inside sales and account management thus this tool was mostly used while traveling and in route to meet with clients. It was a huge leg up in my ability to prepare, research and plan on the go. Absolutely love it. All of my most important data in a very easy to access format.

The application was great to catalog your inbound contacts through integrations with Gmail. One thing I did not like was that I encountered quite a bit of duplication. It resulted in some manual management of my data to ensure my accounts remained clean and that duplication did not occur and or was reconciled. The system was great to pick up all of this data and to store it but it does need to be something that you keep tabs on and are accountable to manage on a regular cadence.

1- friendly2- relatively fast training compared to other softwares

1- some parameters are difficult to customize (e.g. linking the lead to an invoice, linking the lead to a ''priority'' criterion, etc.)2- Nutshell sees the enterprise admin as a user (who needs to pay) while it just adds new users and gives them proper access and data backup. It's not really fair.

UI is getting much better in general, and the software has always been quite reliable (rarely down or broken).

1. Can't duplicate leads (we have customers that renew annually - I have to create new leads with all of the information each time) 2. Can't type an actual date in (must pick it) - every time I create a new lead for an annual subscription in the future, I have to click 12 times to get to the right month. Doing this for 20-30 leads makes my hand want to fall off 3. Hard to add future subscription...

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Thanks for the feedback Robert. We've had a few customers, like you, ask about the possibility of splitting users between the Standard and Pro versions. It's something we are seriously looking into and will be asking more of our customers if this is important to them. Frank

visually organized and logical data entry screen. Functionality is there to build as robust or simple as the company needs/wants.

It is very easy to self-build an inefficient architecture. Data uploads can be catastrophic if not done correctly. I think more training on set up, warnings issued at set up and common pitfalls at set up would avoid harmful bulk uploads making irreversible upload mistakes.

Easy to set appointments and track who I have talked with and what we talked about and set follow up calls/appointments. The reports are a good tool for staying on track with my efforts/results. I've only had one experience with customer support but when I did they responded very quickly and had me back working in a very reasonable amount of time.

For what I use the software for there really are not any cons. I am an end user so I primarily use it for setting/following up/tracking my daily calls and contacts. I guess on the computer side the only negative I would say is the search engine is very fickle, sometimes you can put in specific words and you get some crazy thing that has nothing to do with the company or person your looking for and then you can misspell what your looking for and get exactly what you want. I will say that the app for my HTC phone is somewhat lacking. I can set appointments just fine and log calls/emails but the searching for a certain person or company is very very limited

Hi Vince, We appreciate you taking the time to share your feedback. The search function is on our list to investigate and we are definitely working on the mobile app. Thanks for being a part of the Nutshell community. Amanda

Ease of use, backed up by powerful tools. Tracks your calls and even can be set to remind you to contact customers that you haven't talked to in a while. Favorite part is the Keep in touch. It plans my day and my call backs flawlessly.

I would like to see a visual overlay of all my customers on a map. That way when I am planning a trip I don't miss any customers that are off the main roads. Will give me a visual to help plan. Or some way to plan a road trip and Nutshell will show me all the customers I should contact on the way and plan route. Which can be transferred over to gps software like enroute.

Hey Trevor! Thanks for the positive feedback. The best part is the growth in sales and productivity you've seen since your implementation. Congratulations! Amanda

Lead tracking and value of leads. Notification of wins. The reporting oand tracking of activities. I like to set activities up as different campaign. It is great for tracking the success of different sales campaign.

The App!!! Can't move a lead along the stages using Android. And you need to schedule an activity instead of logging an activity. The idea of logging is an activity is log what you just did. It is great on the desk top version. But on the App, the user finishes a cold call ..hops into their car and needs to schedule the activity the log it! I have complained about this for years. Nutshell team does not seem to understand how on road sales reps work. Very frustrating!

Hey Jason! Thanks for taking the time to provide some feedback. We are making enhancements to the app and hope to release these in the near term which should reduce your frustration. Thank for being part of the Nutshell community. Amanda

CRM pipeline management, Contact management and lead form are my favourites. I used their lead forms in my website to easily collect the contact details. Email sequencing is my most used feature.

I dont use their email marketing tool much.

The Dashboard is amazing for keeping up to date on the happenings in Sales. I also really appreciate the Wallboard(summary of sales that month) as we google cast it to your TV in our kitchen. The sales process functionality ensures all leads go through a standard sales process. Really good stuff. We're really glad to have supported Nutshell all these years.

SaaS support. I'm still not able to find CRM software that is geared towards SaaS companies. Seeing as Nutshell is a SaaS company I'm surprised they haven't added support for this yet. Once a lead is marked as one, you can't have steps in the sales process (mail a welcome package, follow-up after 2 weeks, 1 month, ask for an online review ;P) You have to manually create these tasks. Instead we've had to utilize Zapier to add a task to Asana for this. I wish we could do it all in Nutshell.

It's an easy software to learn, but Pro is too short because there just aren't any real pro's for our use, but to change would be a nightmare, so we continue in hopes to see improvement.

Would be nice if you could see the "Owner" of the account on the lead no matter who starts the lead - It's constant going back and forth when you have to pay people by commission sales. The search engine could be improved to pickup on Not Exact entries. It would be nice to see "ALL" the notes regardless if your in a lead or on the main page.

Hi Susan, Thanks for sharing your feedback. The items you mention below are on our list to address. We appreciate you being a part of the Nutshell family. Amanda

The phone App is fairly strong. That I can call and have calls tracked from my phone App. That I know when an email I have sent through Nutshell is opened. There is quick and easy access to all Companies, People and Leads through the search function. That there is a reasonable degree of customization that can occur with Nutshell.

I am very disappointed that Nutshell does not integrate with my Google contacts as this requires me to double entry contacts, arg. I am also very disappointed in the non existent formatting within Nutshell email. In order for me to track whether an email is opened, I have to send it via Nutshell, hence I lose all ability to format good emails.

Thanks for your feedback Lyle. We're happy that you like the phone app. We have placed the deeper integration with Google contacts on our development roadmap to be included in a future release. Frank

My favorite thing about Nutshell is the ease of reporting analytics. After an email broadcast I can report the open rates and engagement to my team super fast. It's nice to have it at all at one click!

The hardest part of Nutshell to understand and use is the Dashboard. I still don't have it figured out and I've been using it since February.

Thank you for sharing your positive review of Nutshell, Allison! We're so glad to hear Nutshell is helping your team track email engagement, manage relationships, and track revenue. We look forward to seeing how your company continues using Nutshell to grow! When it comes to your Nutshell dashboard, it's your one-stop shop for viewing the metrics that matter most to you, seeing what activities and...

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I like that Nutshell is straightforward to build. As an admin, it's easy to set up the pipelines, add users, and the interface is easy to follow. Some of its capabilities are very helpful, such as tasks/automatic tasks, automatic emails, email integration, RingCentral integration, etc. The fact they track audience engagements is also helpful to get a feel for the audiences. There are some limitations, of course, but it's possible to use it well based on the lower price point than other competitors.

The features are sometimes limiting. They intend to be helpful but actually cause more work. For example, I dislike how you can't choose a certain date for an automatic task but rather have to delay it by X amount of business days—it becomes such a pain. I also dislike the same feature for the automatic emails, it becomes a pain point. The pipelines are good to use but have a limit on how many steps can be created as well, which is also limiting. I also dislike how you can't use the same trigger in different stages of a pipeline—this can be so unhelpful at times. Lastly, there's something very off with the AI used to identify duplicates. Sometimes the suggestions are close to each other but sometimes they're VERY unrelated and it keeps getting flagged as a duplicate.

Thank you for sharing your experience with Nutshell, Tatiana! We're glad to hear Nutshell is easy for your team to use and that you're enjoying features like task and email automation and our integrations. I also appreciate you sharing your feedback about the ability to set specific dates for task/email automation. We're always trying to use customer feedback to inform our next improvements, so I'll be sure to share your thoughts with our product team. All the best, Jewell from Nutshell

Nutshell has been a game-changer for our small team. It promotes open communication and makes tracking wins a breeze. With its intuitive interface, we can easily collaborate, generate insightful reports, and stay organized. It's a must-have for any small team looking to boost productivity and efficiency. Highly recommended!

While Nutshell CRM has its strengths, I've found the process of adding team members and fully utilizing its features to be confusing. Despite its promising features, navigating the system for tasks like adding team members feels overly complex. Simplifying these processes would greatly enhance the user experience and make Nutshell even more valuable for small teams like ours.

Thank you so much for sharing your positive feedback about Nutshell, Celina! We're excited to hear Nutshell is helping your team streamline communication, reporting, and lead tracking! I also appreciate you sharing about complexity in the process of adding team members. I'll be sure to pass along your thoughts to our product development team so we can work toward a solution. Happy Nutshelling! Jewell from Nutshell

Nutshell is a cost-effective product. Most other similar products are a lot more expensive. One of the unique things about Nutshell is its custom email templates which engage placeholder settings. This means you can customise an email template but include elements or placeholders that need to be customised on a per-email basis so the software will not let you send the email unless the placeholder is attended to.

Sadly Nutshell is very buggy and the CS and developer teams seem completely uninterested in resolving my complaints about the software. These are basic features mainly within the templating software which I have told Nutshell about countless times, yet they seem uninterested in resolving them. Sadly the bugs can make for a frustrating experience on some occasions. What is even more annoying is that they continue to turn out useless features that are half-baked rather than spending some time fixing the issues at the centre of their core product.

We explored a number of CRM solutions and initially selected Insightly after trying to get Tiger CRM working. Insightly functionality was too limiting and consequently was not being used. Our second round of trials lead us to Nutshell, which we have been using for about two years. We found Nutshell to be reasonably robust and easy to use. We have been using it for about two years now. We have about 30,000 contacts and 11,000 companies.

We are now running into some functional issues which we have to address with addons, including Mailjet for email campaigns and Zapier for data transfer. The lack of a quoting interface, manual address entry into Quickbooks, lack of phone integration, and incomplete email integration. With the exception of QB integration, the other functions can be addressed with more addons. By the time we get done...

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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...

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Our primary goal was to have a high-functioning CRM that supported lead nurturing and helped us close sales. Nutshell does that exceptionally well, but that is just the starting point. Automating tasks and communication through multiple sales pipelines is easy and intuitive. We are already seeing results from the automation. Tracking our current clients for upsells and renewals is also intuitive and easy. Our next step is to use the marketing potential of the platform to increase our lead generation as well. The implementation went very smoothly, support from Nutshell staff was great, and I was up and running with Nutshell in days, and now I can track leads, make calls, and send emails and never have to leave the platform. It has greatly increase my efficiency.

Not sure how to answer the cons. There are a few areas where I would like to customize fields, or change their location, but it is a small complaint

Thank you so much for sharing your kind words about Nutshell, Al! We're excited to hear how Nutshell is supporting your sales process, and can't wait to see how you implement Nutshell next! We love hearing how our customers use Nutshell to grow their businesses, and sincerely appreciate your review! Happy Nutshelling! Jewell from Nutshell