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Salesforce Sales Cloud vs Nutshell Comparison

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Overview

Category Leaders

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps...

Category Leaders

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations win more deals, and doesn’t require...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

ic-pricetag

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

27

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

9.5K

6.1K

1.4K

259

154

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

4.2

375

5

4

3

2

1

158

158

47

10

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

Pros

Helping to bring the business up to date with a system that is modern and innovative. It is user friendly and easy to add new functionalities to it according to the business needs.
As a socially responsible company, it feels good to support another company like Salesforce that is committed to these values too.
Salesforce remains the best CRM application for growing our business because of the amazing features. Integration of third-party and add-on options it offers.

Pros

Ease of use, easy integration, great customer support, easy to learn and solid documentation, and many more.
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.
It is very intuitive and has a great mobile app. The price is also great considering all the features.

Cons

Terrible experience I wouldn't recommend to even our biggest competitor, Salesforce is totally unintuitive and with very bad UX. Expensive, hard to use and hard to manage.
There are times when the automation fails and gives back inaccurate data. We have to trouble shoot almost weekly to figure out what happened.
The only negative aspect I've encountered while utilizing SalesForce is that saving entered data is not done automatically and can lead to losing work.

Cons

I hate the way the tagging system works. I hate the data import/export process is over complicated.
The lack of a quoting interface, manual address entry into Quickbooks, lack of phone integration, and incomplete email integration.
No offline desktop apps. There was a feature I was missing on the iPhone app but can't remember what it is.
  • Vendor responds to reviews
  • Last review5 days ago
  • Vendor responds to reviews
  • Last review4 months ago

Key features

  • Total features207
  • "What If" Scenarios
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Agent Management
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Assignment Management
  • Audience Targeting
  • Auto-Dialer
  • Automatic Call Distribution
  • Batch Processing
  • Bid Management
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Cataloging/Categorization
  • Change Order Management
  • Channel Management
  • Chat/Messaging
  • Click Tracking
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Competitive Analysis
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Correlation Analysis
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Modeling
  • ERP
  • Electronic Signature
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Exception Reporting
  • FAQ
  • Field Sales Management
  • Financial Management
  • For AEC Industry
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Goal Management
  • Graphical Data Presentation
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Job Costing
  • Job Scheduling
  • Key Performance Indicators
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Listing Management
  • Live Chat
  • MES
  • Maintenance Management
  • Marketing Automation
  • Material Requirements Planning
  • Medical History Records
  • Meeting Management
  • Mobile Access
  • Mobile Optimized Emails
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Marketing
  • Multi-Currency
  • Opportunity Management
  • Patient Communications
  • Patient Management
  • Performance Management
  • Performance Metrics
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Presentation Tools
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Quality Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recommendations
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Role-Based Permissions
  • Routing
  • Safety Management
  • Sales Activity Management
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shipping Management
  • Social Media Integration
  • Source Tracking
  • Spam Blocker
  • Statistical Analysis
  • Subcontractor Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Training Management
  • Transaction Management
  • Version Control
  • Visual Analytics
  • WYSIWYG Editor
  • Warranty Tracking
  • Web-based Deployment
  • Workflow Management
  • XML/RSS
  • Total features88
  • "What If" Scenarios
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Agent Management
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Assignment Management
  • Audience Targeting
  • Auto-Dialer
  • Automatic Call Distribution
  • Batch Processing
  • Bid Management
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Cataloging/Categorization
  • Change Order Management
  • Channel Management
  • Chat/Messaging
  • Click Tracking
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Competitive Analysis
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Correlation Analysis
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Modeling
  • ERP
  • Electronic Signature
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Exception Reporting
  • FAQ
  • Field Sales Management
  • Financial Management
  • For AEC Industry
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Goal Management
  • Graphical Data Presentation
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Job Costing
  • Job Scheduling
  • Key Performance Indicators
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Listing Management
  • Live Chat
  • MES
  • Maintenance Management
  • Marketing Automation
  • Material Requirements Planning
  • Medical History Records
  • Meeting Management
  • Mobile Access
  • Mobile Optimized Emails
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Marketing
  • Multi-Currency
  • Opportunity Management
  • Patient Communications
  • Patient Management
  • Performance Management
  • Performance Metrics
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Presentation Tools
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Quality Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recommendations
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Role-Based Permissions
  • Routing
  • Safety Management
  • Sales Activity Management
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shipping Management
  • Social Media Integration
  • Source Tracking
  • Spam Blocker
  • Statistical Analysis
  • Subcontractor Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Training Management
  • Transaction Management
  • Version Control
  • Visual Analytics
  • WYSIWYG Editor
  • Warranty Tracking
  • Web-based Deployment
  • Workflow Management
  • XML/RSS

Integrations

  • Total integrations1317
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations78
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite

User reviews that mention these apps

RP
AvatarImg

Ronald P.

Marketing and Advertising, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Salesforce Review: Your friendly Tasks planner

Reviewed 2 years ago
Pros

You can see in a nutshell all your assigned tasks, and can easily follow up on sub-tasks or comments within the chatter.

Cons

Sometimes it can be a little laggy and the interface may look outdated for some people.

RT
AvatarImg

Rene T.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

How the Mighty have Fallen

Reviewed 6 years ago

At first we had interesting bucket folders in Salesforce, we didn't know any better so for us it was the equivalent of a spreadsheet with categories for leads.

Pros

If you are a large company with 500+ users I guess Salesforce is the way to go, if you are small or mid size try something like Nutshell CRM. Going with a smaller vendor has great advantages as they can push out updates a LOT quicker and have a smaller team that can make snap decisions on what's important while taking user feedback into account. I know it's trendy to always say "the user doesn't know what they want" but as someone who also works in enterprise software I find the real answer is more "they don't know how to explain what they want".

Cons

It's not intuitive, they do not keep up to date with web standards and the interface is just a nightmare. You don't know how bad it is until you use a website with an intuitive interface that doesn't make you click half a dozen times just to get to an edit screen.

AvatarImg
AvatarImg

Jared H.

Computer Software, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Obsolete unless you really need it

Reviewed 6 years ago

SFDC is probably great if you are, say, Coca-Cola, or IBM, or Nike or some other massive global brand. But if you're looking for CRM advice on GetApp, it's probably not the right choice for you. Why? Because it's just way too much, of everything, for anybody who isn't a Giant Subcommittee of an Even Larger Committee of an Absolutely Massive Enterprise. Too many features. Too much to configure. Too much going on in the UI. Too much money out the door every month to use it. Too many hoops to jump through to pay. ... and on and on. SFDC is really the only game in town for a few specific use cases that apply only to the largest of businesses. Best guess: if you're reading this, you'll do better with Base, or Nutshell, or Insightly instead.

Pros

- The original and standard - New hires will (sort of) already know how to use it

Cons

- Cutting-edge UI ... for 2002. - Basically infinite flexibility - One of the largest partner ecosystems in the world - New hires know HOW to use it, but the UX stinks so much that they WON'T

sv
AvatarImg

son v.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Recommendations to others considering the product

Reviewed 6 years ago

If you are a large company with 500+ users I guess Salesforce is the way to go, if you are small or mid size try something like Nutshell CRM. Going with a smaller vendor has great advantages as they can push out updates a LOT quicker and have a smaller team that can make snap decisions on what's important while taking user feedback into account. I know it's trendy to always say "the user doesn't know...

Pros

No pros were added to this review

Cons

No cons were added to this review

BC
AvatarImg

Brian C.

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Nutshell logo

Nutshell

Like the simplicity. Most improvements recently have added complexity but little benefit for us.

Reviewed 6 years ago
Pros

Ease of use for a small business with a few people doing sales work. We didn't need all of the bells and whistles of Salesforce at the cost of complexity. As of a few years ago, you had plugged most of the holes that we cared about. Since then, new functionality or major new rewrites have either added complexity or relearning with little apparent benefit. I understand the need to do some of this but I hope you don't become Salesforce.

Cons

The LinkedIn connection is really important for us. It was a big relief when that came back. Also, the loss of historical record of communication for a Contact when you delete an old email is problematic. We are forced to retain all of these old emails and this can create confusion.

Vendor response

Hey Brian, Thank you so much for your feedback. We have no intention of becoming Salesforce and take your feedback very seriously. Our goal is ease of use for SMB's. We hope you will be able to quickly benefit from our changes and improvements. Amanda

MR
AvatarImg

Mackenzie R.

Marketing and Advertising, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Nutshell logo

Nutshell

MR's review

Reviewed 7 years ago

I find it very easy to use and integrate into your sales process. The system seems to be very users friendly as to where to find things. Minimal training was needed based on our companies 'sales flow'. The leads report is also very helpful.

Pros

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.

Cons

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.

AS
AvatarImg

Arin S.

Transportation/Trucking/Railroad, 201-500 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Nutshell logo

Nutshell

some UI inconsistencies cause confusion in sales team, but overall easy to use.

Reviewed 6 years ago

Ease of use compared to a zoho or salesforce. Value for price/head.

Pros

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

Cons

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.

LO
AvatarImg

Liza O.

Food & Beverages, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Nutshell logo

Nutshell

Working with the Nutshell team has been a great experience!

Reviewed 6 years ago

transparency into our sales process

Pros

I like the ability to customize the sales process. That multiple users can be under one email and team. The dash board is a great at a glance indicator of where we are in the month.

Cons

The calendar/sales goals does not line up with our fiscal months. We have a booking cycle and a sales cycle and it hard to track against both of them.

Vendor response

Thanks Liza! Our team loves working with you as well. It's always great to have local customers from great companies. Frank

LP
AvatarImg

Lynn P.

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Nutshell logo

Nutshell

awesome

Reviewed 6 years ago
Pros

easy to use, nice interface, easily customizable. so much better than salesforce I could cry. hoooooray

Cons

i'm a nonprofit, so sometimes i feel like i'm fitting round pegs into square sales holes. but it's not so bad.

Vendor response

Hi Lynn! Thanks so much for your positive feedback. We are happy you find Nutshell easy to use! Welcome to the Nutshell family! Amanda

BT
AvatarImg

Barry T.

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Nutshell logo

Nutshell

The app works great when connected to wifi. On the road the app has some problems.

Reviewed 6 years ago

Tracking activity of sales reps, customer account data, establish sales goals.

Pros

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.

Cons

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.

Vendor response

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

R
AvatarImg

Riyad

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Nutshell logo

Nutshell

The best for its price

Reviewed 9 years ago

We have tried out Salesforce.com, PipelineDeals and Highrise. Nutshell is by far the best in every things. The user interface is much more intuitive and the integration with tons of cloud-base applications like Xero and Quote Roller is just wonderful. The automation of the sales process is excellent and the customized template of the sales process makes it really easy to remind the sames reps of what steps are to be taken next.

Pros

Easy to use and the reporting section is just amazing and very easy to customize your own reports and save them to reuse. The social aspect of mentioning team members and accounts is great. Plus integrated email and a Mobile App

Cons

I would like to see more updates, especially in the mobile app

KM
AvatarImg

Kent M.

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Nutshell logo

Nutshell

Great!

Reviewed 6 years ago
Pros

Simple and accomplishes what we need unlike Salesforce which can be overwhelming if you simply want a CRM prospecting tool

Cons

Like anything, it takes a while to get used to new software, but overall it's been great - I just needed to make sure I carved out some time to mess around with it

Vendor response

Kent, Thanks for your feedback! We're happy to have you as part of the Nutshell community. Best, Asya

SM
AvatarImg

Sarah M.

Nonprofit Organization Management, 1-10 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

Nutshell logo

Nutshell

Quite good but limited for the Not for Profit sector

Reviewed 6 years ago
Pros

Ease in which data can be organised. Ease of data exports. The integrations with Gmail and other platforms is also very handy.

Cons

No tailoring to NFP sector which is why we have recently switched to Salesforce NFP and will not be renewing our Nutshell account.

Vendor response

Hi Sarah, Thanks for your feedback and we are sorry to see you go. Amanda

AR
AvatarImg

Verified reviewer

Internet, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Nutshell logo

Nutshell

Nutshell is great for smaller companies

Reviewed 5 years ago
Pros

Nutshell is a good CRM if you are a small company getting started. It doesn't have as much functionality as Salesforce.

Cons

Not the most robust CRM but it fits well for smaller companies who don't need all the features and bells and whistles of other CRMs.

MW
AvatarImg

Matthew W.

Computer Software, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Nutshell logo

Nutshell

Nutshell has been a necessity for our business.

Reviewed 6 years ago

Organization across sales, support, and billing.

Pros

The Dashboard is amazing for keeping up to date on the happenings in Sales. I also really appreciate the Wallboard(summary of sales that month) as we google cast it to your TV in our kitchen. The sales process functionality ensures all leads go through a standard sales process. Really good stuff. We're really glad to have supported Nutshell all these years.

Cons

SaaS support. I'm still not able to find CRM software that is geared towards SaaS companies. Seeing as Nutshell is a SaaS company I'm surprised they haven't added support for this yet. Once a lead is marked as one, you can't have steps in the sales process (mail a welcome package, follow-up after 2 weeks, 1 month, ask for an online review ;P) You have to manually create these tasks. Instead we've had to utilize Zapier to add a task to Asana for this. I wish we could do it all in Nutshell.

NM
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Nicholas M.

Environmental Services, 11-50 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Nutshell

little or no support no manuals no training

Reviewed 6 years ago

great for tracking sales

Pros

No pros were added to this review

Cons

I am not real big fan of this software for the reasons listed above I feel a whole lot more could be done with training and support

Vendor response

Hi Nicholas, I will have a customer support representative contact you directly to get you on track. We have a huge knowledge base as well as videos and guides that you can access directly inside of Nutshell. Amanda

PG
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Pilar G.

Information Technology and Services, 501-1,000 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Nutshell

My experience with Nutshell is good, however some functionalities could be simplify

Reviewed 6 years ago

Sales process follow up

Pros

Consolidates all information of current, past and future leads. It has reported, but I would like to have different Access in order to get the most value proposition on this sales report. Could it possible to download Customers information from a local Data Base (for example Excel), in order to have an automatic upload or update.

Cons

Would be easy if you can assign a person to all activities as a default and manage excepción with other names. Link the activities or Schedule with our Outlook email or any emails. To have the opportunity to do an update from both sides outlook or nutshell for example.

MT
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Mike T.

Information Technology and Services, 201-500 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Nutshell

Overall its a beneficial sales CRM. There are some specific team needs that Nutshell has limits on

Reviewed 6 years ago

streamlining our sales team and reducing the # of softwares/tools needed to communicate

Pros

Ease of use, and reporting capability. Great to keep our sales team communicating on 1 platform instead of using multiple tools to carry out our daily tasks

Cons

Limited security roles, user preferences. Needs more customized notification settings to filter by sales team, not just all or nothing. Needs to take into account (for revenue tracking) recurring monthly service products, and needs to improve on international based sales team capability

JB
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Juan B.

Construction, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Nutshell

Great tool provide by the best people

Reviewed 6 years ago

Sales, Organizational and Managment improvement

Pros

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

Cons

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

Vendor response

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

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Marilyn H.

Financial Services, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Nutshell

Bang for your Buck

Reviewed 3 years ago

Great! It helps the team stay on track whether it's sales or implementation.

Pros

Reporting and filtering reports. Keeping a track record of our leads.

Cons

Have to move over to pro to get more then one sales process. Pro is so expensive.

BH
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Ben H.

Construction, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Nutshell

interfaceh2o company review of Nutshell

Reviewed 8 months ago

Very very helpful. Would recommend to any business that spins a lot of plates, meaning they keep track of a lot of projects

Pros

Tracking Projects in the Sales Pipeline using Lead Cards.

Cons

Email Marketing/Automated marketing. Drip Emails.

CG
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Carol G.

Information Technology and Services, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Nutshell

Very easy system and Customer Service is superior, but missing needed functionality.

Reviewed 6 years ago

Keeping track of all of my clients.

Pros

The system is among the easiest I've ever had to use. The Customer Service is top notch. They get back to me in a timely manner and I do like the Chat box for help.

Cons

It's not as robust as other CRMs I've worked in, ex: SalesForce. Missing a lot of functionality for larger companies or teams to benefit from.

Vendor response

Hi Carol, Thanks for your feedback! We are happy that you are part of the Nutshell community. We are constantly adding more features and functionality to provide a more robust CRM for our customers. I am interested to understand what features you and your team would benefit. Amanda

DS
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Dan S.

Internet, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Nutshell

Very solid tracking system

Reviewed 6 years ago

Tracking clients, leads and sales forecasting

Pros

Easy to use; Tracking clients and leads are very useful to driving revenue; Linking email accounts and documenting conversations saves me a great amount of time

Cons

Settings area could be setup better to link accounts and report setup could function a little better. Granted improvements have been made over the past year where it is much better than before.

Vendor response

Hey Dan! Thanks a bunch for your feedback and taking the time to review Nutshell. We are happy you find the system solid and we'll investigate your concern with the settings area. Many thanks, Amanda

BC
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Brian C.

Airlines/Aviation, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Nutshell

great tool for tracking customers and leads. Good canned reports

Reviewed 6 years ago

Tracking customer data. Managing sales team activities.

Pros

ease of use. so easy to track customers and leads. Good canned reports. Easy to search data. relatively easy to add custom columns (still figuring out how best to use this feature).

Cons

Custom reports are a bit cumbersome; need to get support to work out a few custom reports. Not able to add appropriate custom fields (use for tracking customer feedback).

Vendor response

Hey Brian, Thanks a bunch for your feedback. Our support team can help you with your custom reports. Please do reach out when you have a few minutes. We appreciate you being part of the Nutshell community. Amanda

AW
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Adam W.

Education Management, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Nutshell

I enjoyed the fresh screen and organization after moving from an older system managed for a good whi

Reviewed 6 years ago
Pros

I like how information is captured and the navigation. I like how duplicate information is caught and managed along with updates to details on the account and customization.

Cons

I would like import more information, but it was not limiting to my work. I don't have much to criticize and enjoy it much better than salesforce.

Vendor response

Hi Adam, Thank you for coming over to Nutshell! We are happy to help you with the importing. Feel free to reach out to our customer support team. Amanda

BJ
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Boykin J.

Information Technology and Services, self-employed

Used monthly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Nutshell

Good experience, but need to upgrade to Pro to access full functionality.

Reviewed 6 years ago

The software helped me think about my sales process.

Pros

Cloud subscription and integration with Microsoft Office365 means that I can work from anywhere using multiple devices (i.e. computer, tablet, smartphone).

Cons

Pro has features really needed by small business owner. I will eventually have to upgrade or find another CRM tool. I can only set up one sales process. Because my government and commercial customers do not follow the same buying process, I have two different sales processes.

Vendor response

Hi Jordan, Thanks for taking the time to provide us your feedback. You are correct- Pro is designed for the small business owner who needs full functionality. Starter is really for those who are just getting started with CRM and managing clients. Amanda

JP
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Jerome P.

Wholesale, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Nutshell

Very helpful tool!

Reviewed 3 years ago

Losing track of where we are with customers/venders/sales in general was killing our company. With using Nutshell we have been able to get our sales team on track. Our sales team has a good comfort zone with Nutshell Our experience with Nutshell has been very positive and was easy to implement!!

Pros

What I like most about Nutshell is the ease of use. From a sales team with varied computer skills (beginner to programmers) We can all be on the same page. Which is to stay involved with our customers.

Cons

The raw, raw when you get a sale.... Don't know that it is needed for an older sales staff.

jF
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joey F.

Environmental Services, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Nutshell

Interfaceh2o

Reviewed 8 months ago

I would say I have a good experience with it

Pros

It is very easy to use and helps manage sales leads

Cons

The reminders seem to get pushed to the back

GR
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Gordon R.

Marketing and Advertising, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Nutshell

Highly Recommended for Cross Platform Functionality

Reviewed 7 years ago

Between the training that I received at the beginning and the ever-changing features that keep making things more seamless, I highly recommend Nutshell. Integrates great with Gmail, great mobile app for making adjustments on the go and the desktop platform is easy to use.

Pros

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

Cons

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.

Vendor response

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