Nutshell Reviews - Page 4

This software is easy to use! I didn't have any clue what "CRM" was, and many of the programs I was looking at required a business background to decode the user manual. Nutshell was intuitive. Knowing how to use my I-Phone and Facebook seemed to be the only background I needed to get started! I have all my clients in Nutshell now. I track what they buy, what classes they take through our company, and what they are likely to buy next. I send e-mails to clients every time they order that are customized to tell them what to buy next. All of this was easy to set up through the Nutshell software!

The only thing I would consider adding to Nutshell is a place to list what they purchased and a place to list what training they have received (other than in notes).

Bethany, I'm so glad to hear that you've had such a wonderful experience with Nutshell. Our team works very hard to create an enjoyable and intuitive software experience. Best, Asya

Mobile app so I have my contact info with me. I have only been using as a simple contact database manager and I know it can do so much more. I need to spend time making sure I understand and use it to the full potential within my needs!

Had issue with dialing out that took quite a while to fix (when I hit dial on my mobile phone it would add a bunch of numbers which did not let it dial). I spoke to customer care about this and it took a little time and effort to get them to understand and then I would say it took a few months before someone fixes the bug. Another issue is that on the mobile device the contacts are alphabetized automatically but on the desktop version this does not happen? Have mentioned to customer care but no response. Cannot add more than 30 company types? I use this field to help categorize my contacts. Why just 30?

Nutshell allows you to centralize and organize your customer and prospect data, making it easy to access important information about your contacts, such as their communication history, interactions, and preferences.

Data input - the at one time you were able to automatically input Realtor addresses after initial input of their office address.

- 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

- We have leads open in 2+ currencies and for a while now, the reports have not been converting the amounts into one estimated total in a single currency correctly -- therefore, instead of using the (nice!) built in reports, I am still having to export all the data and do the conversion myself and create the reports again in Excel. If this bug were fixed we would definitely use the reporting feature more often!

Keeping notes and prospect lists organized, as well as being able to schedule calls out to a future date. The system is good and keeps getting better but still needs some tweaks.

I HATE how you cannot move a whole day of calls over to the next day with one click (like a "select all" button). If I get behind, so I do not forget about them, I have to click on each call and manually move it to the next day (and sometimes I have 13-30 calls scheduled). Huge waste of time. All you need is a "select all" for that days calls and have the ability to move them all to a future day with one click.

Hey Brian, Great suggestion on the "select all." I have added this to our list and we will discuss internally. Thanks for being a Nutshell customer. Thank you, Amanda

It is incredibly helpful to have so many features within one program. Nutshell is helpful to almost everyone on our team! With a quick search, the team can find contact information and see where the conversation left off. I love that there is a PandaDoc extension to help send documents in an organized & prompt manner! Reports are easy to generate and there are so many resources to help answer your questions. The provided training videos are clear & give good direction. Customer service representatives are knowledgable, kind, and personable.

Duplicates are easy to create, however the software makes up for this by creating an alert and suggesting that the information may already be in the system.

I like the ease of navigation, and the timeline for each lead page. The template portion is a real time-saver and help.

The leads list is very frustrating. If I want to follow up on my leads, I want to know how many emails only I have sent. I don't need to know the total emails that includes what others have sent. Now I have to open the lead page to see what and how many emails I have sent to that lead. It is especially time-consuming, as it prevents me from doing a group/mass email, not knowing what kind of email has previously been sent out by me. Also, when I click on "send an email" it would be helpful if all the email addresses for that one lead were automatically included. Also, make all the email addresses visible on the sidebar without having to hover over the blue people card.

Hi Eloise, We appreciate you taking the time to provide us feedback. A customer service representative will contact you directly to assist with you leads and lists that you describe below. I am certain we can figure out a workable solution for you. Thank you for being a part of the Nutshell community.

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1. when inputting 3 or 4 new people with same address, company, etc - it would be helpful to allow you to clone the prior person and just make subtle changes like name, extention and email address. 2. Returned/bad email addresses should be flagged/highlighted in the profile; current method is not useful. 3. Would be helpful to have a 'Notes:' section at the top of a 'Lead' to instantly refresh your memory without having to scroll because of a date 4. When sending emails, would be helpful to have a {Lead} field, ability to add an attachment and no reason to attach last email to all 'Leads' associated for that Person, just attach to their profile

Hi Rich, We appreciate your feedback. The team is currently working on adding attachments and we hope to release this in the next couple of weeks. I have noted your other suggestions. Thank you, Amanda

Love the integration with 3rd party programs like mail chimp and any other automation systems.

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. You only get the blue bubble if you go to the customer timeline and find the activity, or from the notifications menu. The blue bubble for conversations on activities should be available everywhere you can access an activity.

The ability to automate tasks is pretty spectacular. I also very much appreciate the ability to make a call directly from the mobile app, log it, and make a note about what was discussed.

Besides the ability to make phone calls and log them directly from the mobile app, I am very unhappy with it. I spend about half my time on the app and half my time on the website, and the ability to log tasks generated in my leads really needs to be in the mobile app for Nutshell to make a significant difference for me. I would also like the ability to tag people in task notes in addition to the current ability to tag people in general notes.

Hi Bobby, Thanks for taking the time to share your feedback. We are doing a large development effort on the mobile app and hope that it meets your needs in the next couple of months. Happy to hear Nutshell makes you get more done in less time, that's our goal! Amanda

Easy migration from old CRM via CSV import. Activity management and to do lists keep users organized and on task. Integrated lead tracking and metrics help guide sales reps through the sales process. Ability to link with Google Suite is a definite plus.

I would love to see Nutshell offer integrations to more third-party apps. For instance, we use Reply.io for e-mail campaigns and there is no direct connection to Nutshell. It's not a huge deal, but would be even better if Nutshell and Reply.io worked together.

Ease of use. Searching is speedy and the interface is well thought out. There's a lot of customization available and marketing to my customers is easy with templates.

Lack of integration to pull in address data. It would be helpful to me if it could integrate with Linked IN and find and pull in address, email, phone and other data for prospective customers instead of requiring me to copy/paste or type in the data.

Hi Dave, Thanks for your feedback! We appreciate you sharing your pro's and con's. I understand your desire to integrate with LinkedIn. We did at one time, but that ability has been removed. We are constantly trying to figure out better ways to pull in information. Thanks for being part of the Nutshell family. Amanda

When I had to use nutshell for the first time I was really scared. I was wondering how I will manage all of new features and merge with my database.Then at the end of the first day it feels like i've been using nutshell for years. I wolud recomend it to the all of sellers in managing their sales.

There is one thing missing in nutshell. After all my experience sometimes I'm looking for specific quote in note to search specific lead. In nutshell there is no such option.

I love the email feature! I can send customers emails right from Nutshell and track when and if they open the email, click on links, etc. Such a great feature. Email Templates are great too.

I like everything about Nutshell. It makes my life easier so I see no cons.

Easy to use. I was able to train others easily. I liked the customizable fields and the dashboard. I liked the ease of using system settings.

We do not sell widgets or a product. We sell a service. I did not use your email feature as it was a disaster for us. Our clients send many emails regarding more than one opportunity and your feature only sorts the emails according to the name of the client.

I like the automation, filtering functionality and ease of getting in touch with customer service. Their chat function is great for answering questions.

The issue I have most about this software is the email filtering when it comes to leads. I could have multiple projects with the same client, but all of his/her emails show up under the lead. I wish these emails filtered out depending on the conversation.

Nutshell has everything that's really necessary without requiring a lot of time-stinking busywork. It works well for one person, semi-independent collaboration, and for teams. Also has great integrations, but probably its best feature is its flexibility.

I wish we did not have to visit setup to create a new product and then go back to the lead to add it. All our leads require products and all the products are one of a kind, so it's the only hiccup in an otherwise completely smooth process.

Meredith, Wow, we are so happy to have helped you along the way! Thank you for being a Nutshell customer, we are excited to continue growing with you! Best, Asya

Overall ease of use - simple workflows for creating historical trail of communication. Easily create categories and tags to filter contacts / companies. Flexibility of custom workflow

Floating windows that hover over content (contact info pops up when viewing company information - can be confusing what you are looking at - company info or contact info Duplicity in creating Leads. (Assign people / name of lead / company). Duplicity in having to "select" logged activity - when in fact you have previously logged an activity

Hi Michael, We are really happy to hear that you are pleased with Nutshell. Thank you for your suggestions below - I will add them to our requests list and see what we can achieve. Many thanks, Amanda

The layout is great and easy to use. The support page has all of the information we need to find out how to complete a specific task.

When entering in a customer account, the app will erase the letters while you're typing. We are also experiencing a problem after logging activity the app will delete all of the information we are logging. I live in Ann Arbor and have asked to meet in person several times and the answer is always no. I need to know these problems can be fixed.

Hi Barry, Thank you for your feedback. We are happy to host you and other customers here in our office. Please do call our office to set up a time. We look forward to meeting with you soon. Amanda

User-Friendly Interface: Even for our team members who aren't tech-savvy, navigating through Nutshell is intuitive and easy.Customization Options: Allows us to tailor the system to our specific needs, ensuring we aren't stuck with a one-size-fits-all solution.Streamlined Outreach: Efficiently tracks donor relations, making it easier for us to engage with our community.Enhanced Communication: With Nutshell's tools, we've fostered deeper, more meaningful connections with our supporters.Growth-Oriented: The system is adaptable, allowing us to evolve our strategies without needing to switch platforms.

Would be nice if it integrated natively with more systems so we could skip using Zapier

I like that we have separate lists, tags and filters to have our contact database saved. Each list serves a different purpose and they don't overlap

That it takes duplicate contacts and always tries to merge them

Thank you for sharing your positive feedback about Nutshell, Ana! We're glad to hear Nutshell is helping your team organize contact data effectively! Nutshell's duplicate detection is designed to help you prevent dirty data, but if you want to have more control over which contacts are merged, you can configure Nutshell to only merge contacts based on exact name and email address. Learn more here: https://support.nutshell.com/en/articles/8429037-prevent-duplicates-from-being-created-in-nutshell. Happy Nutshelling! Jewell from Nutshell

Nutshell has many if not more of the same features than a lot of competitive products for less than half the cost and it is like a family or a department within the company that I work for feel when working with anyone on the Nutshell team. The CRM, Email Marketing, and Email Open and Read Verification are AWESOME!!!

Some of the features were either not available or were not as robust when I started using Nutshell in 2021.

Nutshell is extremely easy to implement and has all the basic features you need to get a CRM up and running . It is awesome for anywhere from 1 - 1000 customers. Integration with email is easy. Phone app is great especially when making calls from it to customers so you can log that the call happened. Collaboration with your team is seamless.

Nutshell does lack some of the more indepth automation features that you can get in a Salesforce, but it is far more affordable and doesn't require crazy setup. Their api is decent, but also has a little way to go for advanced integration. Nutshell also isn't the best choice for thousands of customers because it is hard to manage.