Nutshell

Avantages

Nutshell est un outil qui permet le développement des groupes de vente. Il y a pas de complication pour son installation. Ce logiciel facilite la gestion simple des clients.

Inconvénients

La prise de main est souvent difficile pour un débutant et ces fonctions semblent parfois limitées.

Avantages

L'interface est moderne, les rapports analytiques sont détaillés, je n'ai eu aucun soucis pour la prise en main

Inconvénients

Le support client est à revoir, beaucoup trop lent.

Avantages

It was reliable and consistent. We never really saw many errors or bugs that actually interfered with our work, so thats a huge plus.

Inconvénients

I remember we had one minor incident with the reporting, but even it was resolved after a short chat with support.

Avantages

easy to use and love the new user interface. It is nice being able to search on main screen

Inconvénients

Not being able to move bulk activities to a new date. One prob I noticed with the new interface. When you search on name it does not bring up most recent associated with client.

Avantages

I like the lead system aspect and the cleanliness of it.

Inconvénients

I am not liking the design features - very basic.

Avantages

Detailed reporting. Daily sales tracking and year over year reporting.

Inconvénients

No scheduling. I have to use nutshell in conjunction with Jobber to run my business fully.

Alternatives envisagées 

Pourquoi choisir Nutshell 

Logiciel antérieur 

Pourquoi passer à Nutshell

Avantages

I love the ability to track client communications, leave notes for colleagues, and have all client information in one place. I like the engagement tracking tools in NS Marketing, which is where I spend most of my time.

Inconvénients

Because I use NS for communications, and it's what we use for our email marketing, I have an issue with the lack of drip sequence options. Additionally, I wish that instead of just HOW many link clicks occurred in an email, that I could just pull the list of those names. I know I can see what they clicked in their profiles but not directly from the email engagement portion.

Avantages

I love how easy it is to use! It is the most organized sales platform I have operated, and it has transformed our business. Game changer!

Inconvénients

I had some issues with syncing my email in the beginning but it was easily resolved and all the information I needed was in the Nutshell help feature.

Avantages

It is so easy to use and helps me stay organized. The email templates are great!

Inconvénients

Once in a while I am searching for a company, and it won't show up.. Then I look again 20 minutes later and its there.

Avantages

The follow up - project’s steps are the most effective way to ensure that the team has the resources & information.

Inconvénients

Information is sometimes too complicated to register & we do not have all the customers contact info in the first meeting.

Avantages

It is very easy to use with a team, we tag each other on notes when working on proposals and it helps keep us all looped in. Overall it is a great system and very helpful to our company.

Inconvénients

Often it slows down and freezes, which can be an issue.

Avantages

It’s very simple to use. Extremely user friendly.

Inconvénients

Right now with the new changes, it has been hard to teach how to navigate.

Avantages

I like that Nutshell is straightforward to build. As an admin, it's easy to set up the pipelines, add users, and the interface is easy to follow. Some of its capabilities are very helpful, such as tasks/automatic tasks, automatic emails, email integration, RingCentral integration, etc. The fact they track audience engagements is also helpful to get a feel for the audiences. There are some limitations, of course, but it's possible to use it well based on the lower price point than other competitors.

Inconvénients

The features are sometimes limiting. They intend to be helpful but actually cause more work. For example, I dislike how you can't choose a certain date for an automatic task but rather have to delay it by X amount of business days—it becomes such a pain. I also dislike the same feature for the automatic emails, it becomes a pain point. The pipelines are good to use but have a limit on how many steps can be created as well, which is also limiting. I also dislike how you can't use the same trigger in different stages of a pipeline—this can be so unhelpful at times. Lastly, there's something very off with the AI used to identify duplicates. Sometimes the suggestions are close to each other but sometimes they're VERY unrelated and it keeps getting flagged as a duplicate.

Avantages

Nutshell has been a game-changer for our small team. It promotes open communication and makes tracking wins a breeze. With its intuitive interface, we can easily collaborate, generate insightful reports, and stay organized. It's a must-have for any small team looking to boost productivity and efficiency. Highly recommended!

Inconvénients

While Nutshell CRM has its strengths, I've found the process of adding team members and fully utilizing its features to be confusing. Despite its promising features, navigating the system for tasks like adding team members feels overly complex. Simplifying these processes would greatly enhance the user experience and make Nutshell even more valuable for small teams like ours.

Alternatives envisagées 

Pourquoi choisir Nutshell 

Logiciel antérieur 

Pourquoi passer à Nutshell

Avantages

I really like the ease of use and ability to track just about everything I need.

Inconvénients

The amount of emails it can handle at once for doing blasts to customers

Avantages

Ease of use. All can be done in browser.

Inconvénients

Lack of dynamic custom tagging (had to be pre-set tags).

Alternatives envisagées 

Pourquoi passer à Nutshell

Avantages

easy to use and understand. customizable dashboard, detailed pipeline

Inconvénients

hyphens and apostrophes interfere with search functions of company name

Avantages

It's easy to use, keeps me in check and it means I don't have to worry about admin. It has tonnes of features and integrates with my emails meaning everything is recorded automatically including meetings.

Inconvénients

Lots of pay walls plus there's no easy to use sales automation

Avantages

It typically includes fields for data I normally search for and has the capability for customized data fields. Most of the activities are intuitive.

Inconvénients

A lot of the marketing functions are less than intuitive.

Avantages

Great Product easy to use! keeps clients notes well organized.

Inconvénients

The phone application is a little hard to use VS the online one I would like to see that improved for those of us that cannot always get online easily.

Avantages

Good reference tool for your customers. It keeps track of all your correspondence with each entered customer.

Inconvénients

It doesn't separate the dialogue of each individual contact within the same customer.

Avantages

Easy to use. Always works just how i need it too.

Inconvénients

nothing in particular. Probably could improve the duplicate lead system.

Avantages

I like that we have separate lists, tags and filters to have our contact database saved. Each list serves a different purpose and they don't overlap

Inconvénients

That it takes duplicate contacts and always tries to merge them

Avantages

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

Inconvénients

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.

Avantages

Ease of use. I can email and contact customers directly from Nutshell.

Inconvénients

Having some issues with setting up broadcast emails and the DNS setting, but working through it.