Nutshell Reviews - Page 8

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.

It is fairly easy to use. It is a good started CRM. How they handle companies and leads is well done.

It is not very stable. The software would often freeze on us and it would often crash. It did not have an email directly from the CRM option which would have been nice.

Hi Dave, Thank you for your feedback and we are sorry to see you go. We do have options to email directly from the CRM and are happy to explore these with you. Thanks, Amanda

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easy to use mostly. Alot of reports that can be made to individual specifications.

Some areas it is too comber sum. The end time doesn't always change when start time is made on scheduling. When you save a document, you can't save it in Nutshell, you have to upload it into it.

Friendly to use, it goes with you every were ans every time you need support, the Nut Shell team responds fast and in a very professional way

The interface with other platforms or when you export data to Excel it may not be very organized and usefull

Hi Juan, Thanks for taking the time to share your feedback. We are happy that you are happy and appreciate you being a part of the Nutshell community. Amanda

The importing is wonderfully smooth. I often use the filtering function to narrow down locations geographically.

The mobile application allow filtering contacts/companies by distance. I feel this feature is the best improvement that Nutshell can make.

Hi Rob, Thanks for taking the time to give us some feedback. We really appreciate your sharing your request for mobile and we want you to know that we are working on this functionality. Amanda

Colorful and easy to navigate - easy for legacy and new sales associates to use and get something out of it.

Search is terrible. If you don't know exactly what you're searching for, far too few results populate to make good decisions. Should be able to type query, press enter and get a list 20 results or more. If you have 12 leads with a company, the one you're looking for might not show up. Also how you enter info - like adding a person to a lead. if you don't add their role or notes when creating the person, you can't add it later unless you exit the lead and update the person on their profile page - this should be an option in the pop-up quick edit window.

I like the ability to record/track activity with everyone so that we can pull reports to help manage everyones leads.

I feel as if there are a lot of features that are offered that I am unsure on how to use. I plan on getting in contact with Sarah Brigham this week to fully understand the capabilities so that we can use Nutshell to the best of our ability!

Hi Dillon, Sarah's looking forward to your call! Frank

I use everyday to set appointments, keep track of customers, call back ect. .look up info and anything else i need to reference.

getting use to changes you make, i am not in the area of reports just a user daily, so i can only call in when something has changed to see how to use it.

Hi Millie, We appreciate your feedback and that you are a happy Nutshell customer! It's great that Nutshell is meeting your needs. Amanda

Connection to Gmail via the Plugin. Inside the system.

Tasks and ToDos in the Dashboard view do not update in the list once they are updated in the task / todo Sometimes the Gmail PlugIn does not recognize a contact so you cannot connect the mail

Hi Daniel, Thanks for taking the time to provide us feedback. We will investigate the gmail plug-in/mail/contact issue you described. We are happy you are part of the Nutshell community. Amanda

Advanced search with tag EXCLUSION in filters Periodically send reports in email as pdf (eg: like Google Analytics)

Leads are not assigned directly to the owner of the company: I must reassign manually every time. In Company window I like view annual leads amount, and not total lead amount.

Hi SImone, Thanks for taking the time to share your thoughts. Attaching leads to company owner is a valid request and I will include this on my feature list. We appreciate you being part of the Nutshell community. Amanda

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!

I love how this pulls from Quick Books via import to add new customers I invoice, and then brings in all emails from them prior and new.

I occasionally get duplicate contacts but I think that is my fault.

I really enjoyed its price to feature ratio, and the unique customization options available due to how they built the product

a few nitpicks, but nothing major. Unfortunately my team never really got into using the tool so we are in the processing of switching to one that is more geared to our specific business.

Thank you for sharing your feedback about Nutshell, Hunter! We're sorry to see you go, and would love to hear more about your team's needs so we can continue improving Nutshell.

The variety of tools and integrations offered were useful and allowed our team to solve many challenges in different ways while helping us to ensure our data was all in one place

Very challenging to use, and seemed non-intuitive to me. It took me a long time to figure certain things out, and support did the best they could. Other team members either found it easier or harder than I did.

Thank you for sharing your honest feedback about Nutshell, Vlad. We're sorry to hear that you found Nutshell complex and challenging to use, as that isn't the experience we want for our customers. We appreciate you taking the time to share your thoughts and will work to make onboarding a smoother experience. Best, Jewell from Nutshell

Nutshell has been a great fit for me in tracking all of my sales activities. This service is very easy to use and allows me to quickly retrieve key account or contact details to allow me to better service my prospects and customers. I appreciate the fact that it can be as simple or complex as you need it to be, meaning that every feature is not made into a field that you have to navigate even if you do not use them. All interaction with Nutshell staff has been very quick and efficient. They continue to roll out additional product features so you know that they are growing. The price for this service is very reasonable and I would certainly even pay more knowing the value that it has given my business.

Nutshell is still growing a little bit, so there are features that are still in the works for development or improvement. However, they communicate well on some of what they are working on so you know progress is being made.

Nutshell makes managing customer and company info a breeze.

Nutshell is missing a ticket creation feature. Being able to open tickets for customers issues would be very beneficial.

Reminders so the leads don't fade with memory and the organization for all in the company. Plus it stores all the info on one project in one place and lets me duplicate that to other projects

The program seems to be more for small quick sales of specific items not long term development of sale of services which vary in cost for every client The phone app is not easy to use.

Hi Mike, Thanks for your feedback. You should be able to adjust the sales cycles to fit your needs. We are working to continuously improve the phone app and will have further additions soon. Amanda

How easy it is to use and the different ways to sort and get reports. Look up records using a name of the company or number.

Still don't like how we have to change the being dates and end dates. Some time the number you enter doesn't show the right client.

Paula, Thanks for being a loyal customer. We value your feedback! Best, Asya

What is there not to like! Ease of use. Easily integrates with a slew of other software and GMAIL to pull in your records. Follow-up with cards like Trello to follow through on deals. Support - again best in class. Mobile APP ... OMG!

Really - I have no cons. They actually listen to the community for ideas

What we like most of using Nutshell is how easy it is to use, it keeps accurate reports and helps us keep track of our overall numbers and helps us keep accurate records of our customers.

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