Nutshell Reviews - Page 7

Offers a large list of integrations with popular apps and business systems.Offers system’s functionality with a number of apps such as Google Apps Google Sheets Google Contacts Microsoft Exchange Twitter MailChimp Wufoo Zapier Zendesk Olark Dropbox RightSignature Quote Roller PandaDoc Yesware Google Drive Box Kixie RingCentral 40Nuggets Zapier Slack Gravity Forms Pure Chat

Only offered in English as opposed to it's competitors which offer many languages such as English, Chinese, German, Japanese, Spanish, French, Russian, Italian, Dutch, Portuguese, Polish, Turkish, Swedish

Able to share activities with up to 2 additional users. Price per month per user seemed like a good deal 2 years ago but now price is adding up over the years

I sometimes cannot get to all my acitivities especially phone calls. It is quite laborious to manually edit each record and create a ne activity for the next day

Dear Charlie, Thank you for your feedback. We are always trying to improve Nutshell with simplified processes and less manual entries. We appreciate your business. Amanda

Pricing and value; you don't try to put too much into the software. I don't need it to do 1000 things, just 100 things well

Constant changing has made things difficult. The removal of reports (or poor transfer of reports) with the new reporting structure has made existing data being reported out to management VERY difficult to obtain. You went for form over function with this latest update

You want your sales team to move fast and be nimble, Nutshell is the right tool.

I'd love to have more advanced features for tracking pipeline data and cleaning up erroneous data.

Probably the easiest CRM on the market. Customize, setting up and training is for everyone with average computer skills.

Not many integrations are available, pretty enough anyway.

Value, drip campaigns, support is helpful and wuick

Lacks a few features of a salesforce, can’t manage SDR campaigns

Thank you for your positive review of Nutshell, Sarah! We're glad to hear you're enjoying Nutshell's value, email drip campaigns, and support! And I appreciate your feedback about the campaigns you're able to run in Nutshell. All the best, Jewell from Nutshell

Having an instant status for projects without having to ask my team or clients.

Interface is a little hard to get used to and utilize all the features

Thank you so much for your review, Jaimie! We're glad to hear Nutshell is helping your team track projects! If you're interested in more resources for getting the most out of Nutshell, our team regularly hosts live demos and webinars to provide resources for those learning to use the platform. You can access them all here: https://www.nutshell.com/guided-tours. Our support center also has articles and videos to help you learn the ropes: https://support.nutshell.com/en/. And if you have specific questions, our support team is happy to help: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. All the best, Jewell from Nutshell

Nutshell was easier to use than most CRM's and while it didn't have every feature in other products it had everything I needed to management my business sales process.

Nothing comes to mind. There is a bit of a learning curve on setting up flows but that happens with any product.

I like the lead creation and flow, it's nice because it mimics a check list which is helpful to completing my processes with a new prospect.

The bcc functionality, if I recall from using sales force there were more ways to 'tag to salesforce' via email that were easy while emailing and after the fact. I don't like that calls get logged to your google calendar after you take notes on them. Seems to clutter things up for no reason.

easy to use and great for a small business searching is easy tagging is great filtering function is helpful

bugs/functions that are CRM basics that are not included: no vcard sharing if a contact has been with multiple companies, no way to make the past company "previous" mobile app is buggy--if you search for a contact it flickers and often just closes the lead products don't move into Pandadocs (API) too few reports

Hey Danielle, Thanks for taking the time to share your feedback with us. I have noted your bugs and will bring them up with your dev team. We appreciate you being a part of the Nutshell community. Amanda

Ease of use, marketing campaign, analytics

Customizability on the dashboard is needed.

I'm delighted I can look up information on our firm and individuals. We can be very specific about the data we want, and obtaining a significant amount of information with only a few clicks is really straightforward. We can observe a vast volume of data quickly and efficiently.

When utilizing the system to send emails to several recipients, I'd like to have additional alternatives. I'm now obliged to utilize templates, and I'd rather type everything all at once.

Ease of use, customer support and out of the box integration with a range of other software. Cloud based and secure.

Reporting and lack of booking confirmation from leads except through expensive integrations from Quote Roller

Hi Paddy, Thanks very much for your feedback! We are happy you are find Nutshell easy to use. Have you checked out our new reports? There is also a custom report you can create if you aren't happy with the canned reports. Thanks for being a Nutshell customer. Amanda

Easy to use. Very straight forward to set up users and get them using the basic functionality for tracking contact details

Poor reporting, configured mainly for US, need for more paid expensive integrations to achieve booking confirmations (i.e. quote roller)

Hey Patrick, Thanks for your feedback. Happy you find Nutshell easy to use. Would love to get some insight from you on how we can make the reports better for you and your team/location. Amanda

The ease of use. The layout is very functional and easy to use and understand. I love all the stats too.

We have a huge problem in the fact that when we send emails, a lot of times it puts someone else's name in the spot instead of the account we are under. I have no idea why that happens, but it's done it since we started with Nutshell. It's like it pulls another name from somewhere. Would love for that to be fixed so we can send emails easier. thanks.

Hi Angi, We are happy you like Nutshell. Thanks for letting us know about the email name swap situation. I will let engineering know so that we can investigate it. Thank you! Amanda

Price, easy to navigate and add/change contacts. Easy to teach to other sales people and data people who upload our leads into it.

The phrase "must've been nice" when I don't have dates on that calendar day. Would also like to have an admin view of every user's calendar.

Nutshell has tons of great features that help you track progress of leads and keep up with contacts. We've been using it for a couple of years now and it's helped us manage our customer acquisition much better than our previous tool, Highrise.

The UX could be better. Even after the re-design, it takes a lot of guessing and focus to really know what a certain UI element is for. Needs more contrast and more defined boundaries between sections. Once you get used to it, you're ok. But there is a lot of friction during the process of getting familiar with the platform.

Hey Aaron, Thanks for sharing your feedback with us. We are happy you are pleased with Nutshell overall. I will discuss the friction you experienced with our dev team to see how we can resolve it. Glad you are a part of the Nutshell community- Amanda

The way that it tracks everything in a customer's file. Every action (as long as it is entered in Nutshell) is tracked by date.

There is no way that I am aware of to do a keyword search. For example, if I know I talked with a customer about buying balloons, there is no way to do a search for "balloons" and find out what date that was that I talked to him. This feature would make Nutshell nearly perfect for me.

Having nutshell available in the mobile version (on your phone) is great. Being able to collaborate is good.

You cannot print lists of companies, people, or territories. This seems like a very basic thing. You have to export your information to excel and manipulate the data to print what you want. Then, you have 2 areas (excel and nutshell) that you have to make changes to if you want to keep things updated. Quite disappointed with this.

Hi Wayne, Thank you for your feedback. I apologize for your frustrations with the extra printing steps. I have added this to my list of requests and we will keep you updated. Amanda

Ease of creating reports, notifications, and ability to rope in multiple users on leads to keep everyone up to date. Love the customization of the sales process as well.

Exporting reports is not ideal for importing into email marketing solutions and email marketing integrations like MailChimp are fairly weak. (Can only import into a list, not a specific group in a list.) Integrations in general are lacking and may one day be the reason we move to a CRM that better integrations with Hubspot. Connecting data across People, Companies and Leads can also be frustrating - i.e. source does not transfer throughout, tags are different, etc.

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

It is very easy to navigate through. Notes are very important when making another call back to a customer. You can review what was said what was done this way you can have a conversation start up instantaneously.

The only thing I wish nutshell would have is sorting customers by ZIP Code. And make it that it could be downloaded and print it out.

So easy to learn and implement for our business. Support was great as well.

Have yet to be disappointed with this package.

Easily to setup new workflows into the pipeline and organizing leads.

Missing leads conversion rates reports and integration to other platforms.