Nutshell Reviews - Page 2

Its ability to review people and companies for possible duplicates. Ability for tasks and action steps as 2 different items to keep track of what needs to be done by when. Tagging others and notifying them of question or next step.

The app is no where near as efficient and easy to maneuver as the website and just as easy to open up a browser on the phone instead of utilizing the app. If a lead gets to be too long, it can bog down and make Nutshell non-responsive at time when in that lead. When assigning multiple tasks back to back, despite the time showing the same time as previous task, it will save as a defaulted 5pm forcing to go back and edit.

Thank you for sharing your positive experience with Nutshell, Guy! We're glad to hear Nutshell's data management and collaboration features are helping your team track tasks and sales! We also appreciate your suggestions for improvements to the Nutshell mobile app and task assignment flows. We're always glad to hear feedback that can help us make Nutshell the best CRM for our customers, so I'll be sure to share your comments with our product development team. As for long lead pages, there's good news: our AI-powered timeline summaries can help your team quickly get up to speed on any lead or relationship. You can learn more at our support article her: https://support.nutshell.com/en/articles/8428843-elevate-your-workflow-with-power-ai. Thanks for your review, and happy Nutshelling!

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.

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!

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...

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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

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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Easy to use, it doesn’t take a data wizard to configure and manage.

Limited automations, limitations to what can be customized.

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

I appreciate the constant updates. Nutshell has some ways to come, so it is nice seeing changes be made. Customer service is always on spot and very friendly. Nutshell support page is great for new employees, referring them straight to there for advice. The adaptability & usability of the interface is very user friendly.

I have been using this software since October of 2014. So far, I think what needs to be implemented on the "Admin/SetUp side" is making sure Products, Reasons why Leads Close, the Sales Process Competitors, and so much more need to be added from the start with Nutshell and the business buying the service. The reason being is because over the last two years, slowly things have been added/removed/changed....

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Hey Sebastian! Thanks for taking the time to share your feedback with us. I hear you on the changes over the last couple of years. I will talk to our dev team about the requests you mention below on the Company. We appreciate you being a part of the Nutshell community. Amanda

I love the user-friendly nature of Nutshell. It is hands down the easiest out-of-the-box CRM I've ever used. It's easily customizable, integrates well, and has helped my team start working together in the back office. I love it!

Nothing! I LOVE Nutshell! It's an outstanding product, and the customer service has become robust over the years - it's the best product for our small team.

Thank you so much for this glowing review, Johanna! We're so glad to hear Nutshell has been user-friendly for your team and that you're finding the customizations and integrations easy! Thank you for your partnership over the years, and we look forward to seeing how Nutshell continues helping your business thrive! All my best, Jewell from Nutshell

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.

UI and integrations. Dashboards and mobile app are also a big plus.

Could use more integrations with Shopify and NetSuite

Thank you for sharing your positive feedback about Nutshell, Peter! We're excited to hear Nutshell is easy for your team to use and that you're getting value out of Nutshell's features and mobile app! Thank you also for sharing your suggestions for integrations. Nutshell offers an integration solution free for most teams called AppConnect that may be able to help your team get the integrations you need! You can learn more here: https://www.nutshell.com/appconnect. All the best, Jewell from Nutshell

I can dump tons of data into the CRM, which I do for each customer. If I work on something that ends up going to anther salesperson, I can already have TDS and SDS information. Visit notes, I can make changes to contacts within a customer in seconds. The world changes quickly, and Nutshell lets me change with it.

Leads is convoluted. Each sales person does things differently. For example. I sell Industrial. Many times my sales cycle can be two years long. I have trials and approvals to get from Engineers, Maintenance staff, and sometimes plant managers. Where a Fuel sales guy just quotes total gallons at a certain price, my job is highly detailed, constantly changes, So my leads don't fit into Nutshell very well at all. I struggle with the leads funnel. (It makes me look inefficient) I do not like the sales portion of Nutshell at all.

Help me to know exactly what I’m going to do on a daily Basis, but also gives me tools to share that information with others. I can look back and see where my sales are trending and how many calls I have made, etc..

Just the fact that I cannot control undo things in the email section for instance, if I accidentally bump something and erase a large section of the email body, I am typing, it’s gone there’s no way to control and get it back

Thank you for sharing your review of Nutshell, Michele! We're glad to hear you're enjoying Nutshell's ability to streamline your daily workflow and help you track productivity. And thank you for sharing your thoughts about your email erasing issue. We're always striving to make Nutshell the best CRM for our customers, so I'll be sure to pass your feedback along to our product development team. All the best, Jewell from Nutshell

This was an easy to implement software for those who have never used a CRM in the past. User friendly for basic functionality.

I would like to see more ability to keep lead information separated. There are many leads that have the same companies and people but are not relevant to one another, and unfortunately it all gets lumped together.

I like the fact that Nutshell is not overly complicated. I have been in sales for decades and Nutshell is all I need to be organized and successful.

To be 100% honest I do not see anything in the platform that I do not like. It really is all I need to do my job efficiently across our small sales team.

Thank you so much for sharing your positive experience with Nutshell, Doug! We're so glad to hear Nutshell is providing value to your and your teams across companies! We look forward to continuing helping you crush your sales goals! Best, Jewell from Nutshell

We absolutely love being able to have an all in one place customer and production tracker. From the time a prospect writes in, through years after they have purchased and Installed their building we have everything at our fingertips.

We just wish that emails still went into the customer's leads, and tasks could be auto assigned after it is "won" the project isn't done..

The list of functionality is impressive and very easy to learn, customize and implement. Customize list, merge contacts or companies, and the reporting features were all great ones for software at this price

Some of the reporting is limited, but it is still better than most we have tried, Also, the interface is not the sexiest around, but it does the job.

The desktop reporting functions are very fast and help us to generate ad-hoc insight into our sales. Competing products tend to take several minutes to generate reports.

The mobile Sales Analytics generates reports on a 30-day window as opposed to a month-to-date view. This means that we have to use the desktop reporting to get accurate numbers.

I like that it holds all the information for my accounts and that I can set reminders for phone calls.

I wish everything on the lead for a shop page showed up on the store page, i'm always having to flip from page to page to get a name and it seems redundant and time consuming to re input that information everytime I start a new lead when I just put it on the store page. Same with logged activities, I often have an activity on an account and then I have to put one on the lead I wish the activity showed...

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Hi Mike, We appreciate you taking the time to provide feedback- I sense your frustration and perhaps there is something that one of our customer service reps can help you with as far as logging leads, activities etc. I will have someone reach out to you directly. Thank you for being a part of the Nutshell community. Amanda

I love the ease of use. Intuitive UI. They launch new features and improve existing ones.

It has been really difficult to manage duplicates. Lots of dups are created instead of updated. Dups are also suggested when they are no where close to being the same.

Tasks per stage is something most CRM’s missed, but Nutshell did well at.

Somehow they missed a very important aspects of customized fields that exists, the ability to create a field that searches the people in database.