Zoho CRM vs Nutshell Comparison

I like the fact that I'm able to give my none tech clients an easier way to navigate their contacts, forms, campaigns etc.

Needs to be a little bit simpler for the non-technical individuals. A much easier way for them to navigate as well.

Interface is fairly clean. Price is reasonable. Kind staff. Good Midwestern folk are a nice break from Silicon Valley types. Attempt to be progressive is appreciated.

Missing obvious reports like a weighted pipeline. Customization with reports is limited. Integration with Google and Mailchimp in particular feels lighter than what would be ideal. Built-in mail campaigns lack quality formatting options and attachments. Support is very slow to respond. I've watched the service get worse over time.

Hi Stephen, We appreciate you taking the time to provide us feedback. We are working on the items you mention below. I am responsible for integrations and will tackle getting more Mailchimp functionality embedded into Nutshell. Attachments are on the way and we will continue to work on making Nutshell more robust. Thank you for being part of the Nutshell community.

-customisable -ease of use -good flexible way of adapting it -frames the sales process but along your individual requirements -great support staff -software development is prompt to deliver -as a customer I feel listened to

-the iPhone version needs an internet connection; could be an issue for people on the road: could be done on a sync basis to ensure contacts and adresses are always available

Pierre, Thank you for your feedback! We work hard to ensure that all of our customers are provided the support they need, I'm you're able to take advantage of that! We're happy to be working with you. Cheers, Asya

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 appreciated Nutshell tracking the number of viewership, clicks, reads, etc. This helped us better accommodate our building members.

Wasn't the most user friendly CRM we could have used.

I love its intuitive design and user interface. The bcc functionality to Nutshell records is one of my favorite features.

Sometimes it flags duplicates that seem completely unrelated. Other than that, it works really well for what I need it to do.

Tracks all emails in and out of system. Looks for information on social media.

No print feature. Would like to print lists of companies and people to give to route visitors... Paper is better for some tasks. Bulk deletion is weird.

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

Easy and flexible setup; consistently clear design. Can use basic functions without tripping over the advanced ones, and can gradually add feature/function for a smooth transition from beginner to power user. I also like the way you have color-keyed the function buttons to the main color on functional screens. A nice visual orientation cue!

I worked full-time in the design profession for 17 years, so this is a 'studied' critique: There is a lot of market pressure for tech products to follow design trends. Unfortunately, design trends often are based on designers designing for other designers -- which tends to leave certain kinds of user needs out in the cold. One of the most common of these 'orphaned' needs is the need for contrast...

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Hi Mark! Thanks for taking the time to give us some feedback. We appreciate the positive review and will pass along the feedback to our design team. Thanks for being part of the Nutshell community. Amanda

So much because the CRM file is ususeful.

I liked it and it is simple to use day-by- day.

I loved the syncing between mobile devices and desktop, makes it a great CRM for on-the-go

Since it's a lesser known CRM?, some of the features are not as intuitive

Easy to search, sort, and document in this database. Extracts are simple to run and download. Overall it's a solid system.

Ideally, some of the contacts should be easier to line up for a company. A drag and drop would be great to manipulate the main contact.

Tags - are the most used feature - so I can easily segment lists. The ability to sort with multiple tags. Easy importing from a spreadsheet.

Having to add a tag into the system BEFORE uploading a contact spreadsheet. If the tag doesn't already exist - the import fails. Which is an extra step and a waste of time.

It covers anything you need from a CRM software / platform.

The official API is very very limited. They published their JSON-RPC APIs but the documentation and the functionality are not good. It's barely usable.

It's very easy to use. There's no fluff in your way to get through recording good notes on sale leads. There's not much training required.

Reporting is very weak. You will not know important KPI or deal flow info from this CRM.

The search capability is the best of any CRM I have used.

Too many steps to keep up with to get through a sale.

The overall straightforward operation and how easy it is to keep track of customers, Emails, follow ups.

Searching fields eg. phone numbers, addresses - you have to search all fields. Copying other CRM data into Nutshell.

Lucy, We work very hard to make sure Nutshell is as user-friendly as possible, I'm glad you've found it to be so! If you are having trouble with importing, please feel free to reach out to our support team via phone or our in-app chat and we'll be happy to help! 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

This app allows you to track and work remotely in a CRM system.

Must have iPhone and other comparable device.

Okay, first off, there's never been a sales CRM / pipeline management tool that feels as good as this one. Our groups and meetings sales teams still feel a thrill when they drag and drop closed leads over the 'Win Lead' button and back when I demo'd it myself, I also loved it. The pipeline is visually represented so easily that ANY salesperson can handle it. Let me repeat that last part,... so easy that ANY salesperson can handle it... so if you've got a high-energy, super I-type personality team that hates tech but loves people,... THIS IS YOUR NEW CRM.

Occasionally dupe entries on calendars when we first rolled out, but then we switched our integration to Office 365 and its been smooth sailing.

I liked the interface- it was easy to explain to my team

It's not as widely used as other crms. Eventually, I found a crm with a better integration with google.

CRM pipeline management, Contact management and lead form are my favourites. I used their lead forms in my website to easily collect the contact details. Email sequencing is my most used feature.

I dont use their email marketing tool much.

Amazing support! They were there whenever I needed them. Nothing better than instant chat support. Easy product to use, configure, and support from an Internal IT perspective. When we were forced away from using them, it was very easy to get all our data out.

Nothing at all comes to mind. They were great to work with and the product fully solved our CRM issues.

The interface is clean, simple and attractive. It seems intuitive to learn. The CRM integrates with Google and Twitter, and has mobile apps. One of the most unique features is the ability to log (and record) calls. No additional software is required, I registered my cell number, and simply by clicking a phone number in the program, it uses my cell to place and track the call. There is a main feed that tracks all activities made by the team (which I don't need), and a clear, easy to read dashboard.

The CRM did not like my IMAP email--it took over a week to get it to work. The system also does not pull in emails other than Gmail (which I don't use for business). Email tracking is done via a bcc address. The system also boasts that it has a top-secret method for constantly searching the net to fill in missing information on contacts, yet it can't even find straightforward Facebook profiles. For the price ($20/month) this CRM just doesn't do enough to justify the cost.

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.

Easy to get to grips with and implement. Not over complicated and very flexible to adapt to your way of working.Customer support very responsive.Being able to design multiple pipelines is brilliant.

Web analytics could be more detailed but need to explore more.