Nutshell Reviews - Page 6

It's easier than our previous CRM.

Your search engine sucks: when I'm searching a lead by typing its name, I can't find it. It's very annoying. I'm looking for different, more friendly stuff. Also, you are in different time zone, when I need help, when servers are down I have to wait hours for an answer, because you are probably sleeping when I'm working.

Hi Krzysztof, Thanks for your feedback. We are working on ways to expand our CX to be more accessible in different time zones. Search is also at the top of our list to enhance. We appreciate you being a part of the Nutshell community. Amanda

Lead distribution is key for my business, Nutshell is quite easy at delegating clients to my account managers and assigning tasks.

At times, the site can be slow and a bit clunky.

It's built in notification and notes system allows any salesperson to master their time management and keep a consistent reliable schedule, while maintaining accurate details of each client conversation to allow you to pick up right where you left off with any client.

It can be a bit glitchy at times, like any software, but to my knowledge it has never lost a single client profile across our entire company, making it reliable despite its flaws.

I love the new AI intelligence feature on Nutshell, and that I can track everything when sending out an email even the open times and frequency.

I don't like that we cannot make calls or text.

Relatively easy to use and automated features are very useful. Got several large orders as a result of my email campaigns. Worth the money.

Would like some new templates. Selection seems rather limted.

very easy to use and has proper storage easy to find data spelling words are corrected as you work with this soft ware

nothing that I know of it is not difficult to use not to complicated dose not slow me down. I have never had any problems since I have started using this soft ware

Anthont, Thanks for your review, we are happy that you are part of the Nutshell community! Best, Asya

The calling feature allows recording of calls so it is easy to pick back up where you left of in a conversation with a prospect.

That you don't make it easier to line-up a bunch of people to call and then easily move through Calling while easily reviewing notes and information from your call / contact history. You can do this now but it takes a lot of clicking around. Can you package it. In Hubspot I could add people to a call list - set a time interval between calls - and it moves from one call to the next. Nutshell could do this.

Hi David, Thank you for your feedback and greatly appreciate your request on call lists. We will investigate this feature and see what is possible. Amanda

Ease of use. User interface and the functionality. The feature set is perfect for our needs. The application is WELL thought out.

Nothing so far. We have been using it for about 5 months now and have not come into a situation that we wished it had a certain feature.

Thank you for sharing your kind words about Nutshell, Joe! We're excited to hear you're finding Nutshell easy to use and that it's providing all the features and capabilities your team needs! And thank you so much for the shoutout on LinkedIn! We always love to hear how Nutshell is helping our customers grow their businesses! Happy Nutshelling! Jewell from Nutshell

The software is easy to update so our entire company can stay up to date on proposal stage activities for any of our teams.

The software pulls unrelated information into a lead. 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.

Ease of use. We introduced Nutshell about 1.5years ago to a team of 10 that had largely not used CRM systems in their careers. The adoption was quick and painless and now everyone is using it daily to manage all customers and leads. The importance of sharing all this information across the team, with such ease, is well recognized.

It has some limits on how you can format fields and customize their display. However, this has not really been a problem to our operation. I would also like it to send my schedule reminders to me through pop up alerts rather than me having to go to the dashboard.

The email integration is probably the best part! Not having to copy and paste all of our emails. I also really like that my boss and I have separate profiles so it is easy to see who has done who.

iPad & mobile apps - so not user friendly! Lead and Person separation. seems like too much! Would rather have one profile that I can add as many people as I need and not all the info be separated. Also, the crazy "Follow Up" feature - you can't click all day. Have had some crazy funk with the scheduling for sure. Still shows appointments that I either edited for a different date/time or deleted! We are all about feedback and have given constant feedback, but my boss doesn't necessarily feel heard.

Hi Natalie, Thanks for your feedback! We definitely want you to feel heard. I will have a customer support representative reach out to your directly to clearly understand your pain points. Thanks for being a part of the Nutshell family. Amanda

I like the comparative ease of use and intuitive functionality such as the ability to scan business cards straight into the CRM via the smartphone app, and the quick 'Create' function. The reporting function appears to be very user friendly, although I would like training on how to make the reports bespoke to our requirements.

As a British company, presently focused only on the UK market, I dislike that the software is Americanised (e.g. dollar sign in pipeline, default markets etc). I also dislike that when creating a new lead for a company, adding a contact against the lead does not automatically propose contacts within the company against which the lead is being registered.

Hey Dale, Thanks for taking the time to share your feedback. We are happy you are happy! You should be able to customize the fields to make the tool UK friendly...please let us know if you are having issues with this.... It's great to have you as part of the Nutshell community. Amanda

It does what we need it to do without over complicating things or wasting too much time on data entry

We liked click to call feature through our phone but lost that feature. It's not a specialized CRM for our field and the customized features are hard to navigate on a laptop and on a different screen in the mobile app

Hey Matt, Thanks for taking the time to provide some feedback. All of our click to call functionality is still available and widely used. We are working on enhancing the mobile app and I will let the team know this is important. Amanda

easy to use and integrate contact and schedule to google. have mobile version and show everything clear.

the character "&" and Chinese character can not be recognized by import file. It would be good when I can charge the lead assignee to someone , then it can give me a options to choose change the related company, person along the lead together to the same assignee.

Hi Naif, We appreciate your feedback. Thank you for sharing the Chinese character snafu. We are currently looking into I18N. Thank you, Amanda

Being able to save emails using the bcc@nutshell.com in the blind copy. Ease of creating a company and or contact.

I hate that email document attachments cannot be captured when bcc'ing a client correspondence to nutshell. I hate that I cannot easily create lists by city, state, country. Entering addresses is all a run on sentence. I hate the way the tagging system works. I hate the data import/export process is over complicated.

Hi Stacie, Thank you for your feedback. The good news is that we are working on the email attachments and will have this feature available in the near future. Our customer service team can help you with tagging and importing and exporting. Please do reach out to them. Amanda

Interface is intuitive and let you find anything very fast, the possibility of record audios it's great!

It could be better how to visualize the amount off real deals you expect to close. It will be nice to see how much money you may win on each stage of sales process (Check pipedrive software)

Hi Rubens! Thank you so much for your kind words. The Pro version of Nutshell has reporting that will show you the projected value of deals at each stage of your sales funnel. You should check them out! Frank

Customizable for varying types of sales processes. Really love the mobile app.

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.

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

Nutshell is a web based customer relationship management program ,and this eliminates the hassle of setting up and maintaining software, which is a weak point of non - web based Legacy CRM programs. Nutshell meets all of our expectation ,and allows for multiple user access ,smartphone access and it is cross platform too.

It has been a bit of a challenge trying to find other programs which can natively be integrate with Nutshell,to improve our sales process.

Lead managementCustomized dashboardsMass import and export

Currencies conversion is fixed and we cannot change it as we set in our organization records.

The cost associated with features makes Nutshell an obvious chose for small businesses.

Duplicate matching is wonky and could be better. Code just doesn't work sometimes.

I had never used a CRM before, but yet I was able to set it up with ease. It is very intuitive. We have a lot of people on our team who have never used a CRM before and they catch on easily. I also love the integrations with google and our ticketing system.

Not all reporting features are available with the basic subscription - but enough are available that we don't need to upgrade.

It is an easy to use and affordable option for our training department needs

Perceived limitations / functionality - including limited integration options with other software

ease of use, multifunctionality, price (we started early, have lower prices)

no cons, product is overall very good. Will not change it, just keep up the good work!