Nutshell

Avantages

I can dump tons of data into the CRM, which I do for each customer. If I work on something that ends up going to anther salesperson, I can already have TDS and SDS information. Visit notes, I can make changes to contacts within a customer in seconds. The world changes quickly, and Nutshell lets me change with it.

Inconvénients

Leads is convoluted. Each sales person does things differently. For example. I sell Industrial. Many times my sales cycle can be two years long. I have trials and approvals to get from Engineers, Maintenance staff, and sometimes plant managers. Where a Fuel sales guy just quotes total gallons at a certain price, my job is highly detailed, constantly changes, So my leads don't fit into Nutshell very well at all. I struggle with the leads funnel. (It makes me look inefficient) I do not like the sales portion of Nutshell at all.

Avantages

Nutshell allows you to centralize and organize your customer and prospect data, making it easy to access important information about your contacts, such as their communication history, interactions, and preferences.

Inconvénients

Data input - the at one time you were able to automatically input Realtor addresses after initial input of their office address.

Avantages

I love the customization of pipelines, being able to turn strong leads "orange" in color so they stand out. It's so helpful to see if leads/clients successfully received our emails and opened them. We use the email drip sequences a lot, and I can't say enough about how much value those add to our clients.

Inconvénients

sitting here thinking and thinking, and honestly not sure! LOL Not sure if this is a Nutshell issue or our issue. But our stages in the pipeline often get bottlenecked. Always trying to figure out how to organize better to keep things streamlining more efficiently.

Alternatives envisagées 

Salesforce Sales Cloud

Pourquoi choisir Nutshell 

The userface was AWFUL! I felt so overwhelmed every time we opened it.

Pourquoi passer à Nutshell

felt more user friendly than these other ones

Avantages

It does everything I need - email, phone, keeps my cadence on track with reminders. It's easy to use, and the activity and sales reports are exactly what I need to keep myself doing my daily activity and checking my results.

Inconvénients

There aren't any real negatives. I can set it up to do what I need it to do the way I want to do it.

Alternatives envisagées 

HubSpot CRM

Pourquoi choisir Nutshell 

Cost, speed, ease of use, frustration with customizing product.

Pourquoi passer à Nutshell

Cost, complexity, seemed like the features I needed would become very expensive very quickly.

Avantages

Nutshell is very intuitive. Having migrated from Salesforce, it is nice to see that we can report on basic business metrics with a few clicks rather than requiring a degree in Information Technology to get to the same information. There are also some power user types of features that you only see in some of the enterprise solutions out there. That is an incredible advantage for a small to medium size organization.

Inconvénients

This is not a con for us at the moment but you will most likely give up the ability to completely customize your CRM for the features and benefits that cover nearly everything that most small to medium size organizations require.

Alternatives envisagées 

Keap

Pourquoi choisir Nutshell 

Salesforce didn't have the integrated features at a price you could swallow for a small to medium sized business. Nutshell also seemed to have a good handle on usability which is critical to success.

Logiciel antérieur 

Salesforce Sales Cloud

Pourquoi passer à Nutshell

Nutshell felt like it had a good philosophy behind the platform.

Avantages

My favorite thing about Nutshell is the ease of reporting analytics. After an email broadcast I can report the open rates and engagement to my team super fast. It's nice to have it at all at one click!

Inconvénients

The hardest part of Nutshell to understand and use is the Dashboard. I still don't have it figured out and I've been using it since February.

Alternatives envisagées 

HubSpot Marketing Hub et HubSpot CRM

Pourquoi choisir Nutshell 

We were using Active Campaign for emails which is not efficient. And the reporting is terrible. All the contacts that mattered were in Google docs and sheets, which was a disaster.

Pourquoi passer à Nutshell

Nutshell is so much more intuitive. I have used Hubspot in the past and it takes so long to get anything done.

Avantages

Its ability to review people and companies for possible duplicates. Ability for tasks and action steps as 2 different items to keep track of what needs to be done by when. Tagging others and notifying them of question or next step.

Inconvénients

The app is no where near as efficient and easy to maneuver as the website and just as easy to open up a browser on the phone instead of utilizing the app. If a lead gets to be too long, it can bog down and make Nutshell non-responsive at time when in that lead. When assigning multiple tasks back to back, despite the time showing the same time as previous task, it will save as a defaulted 5pm forcing to go back and edit.

Alternatives envisagées 

Salesforce Platform

Pourquoi passer à Nutshell

Their price point when we started was unbeatable and their willingness to grow the Nutshell platform around our needs and utilize our feedback for improvement.s

Avantages

One of the first things that I want to see in a great CRM platform is excellent, and timely customer service. The nutshell team delivers that in spades.

Inconvénients

Some of the "lookup" tools do not get me where I need to go. It might be user error or not knowing how to use the available tools, but I sometimes have to give up on getting the data segment I need.

Alternatives envisagées 

Zoho Desk

Pourquoi choisir Nutshell 

Nutshell was the most/best built out for my particular business model

Logiciel antérieur 

Zoho Desk

Pourquoi passer à Nutshell

Nutshell was the most/best built out for my particular business model

Avantages

It is an excellent platform to have a perfect follow-up of sales and manage each client, with marketing through email it has been a total success, it is a good alternative to offer services without much effort. You can also have well-updated information with a database in which the entire marketing team can interact

Inconvénients

I have been very fortunate that no type of function has ever failed me, I have always done well with its system

Avantages

The simplicity of Nutshell is what makes it a great tool. Also, the automated reminders are a great feature for our sales team.

Inconvénients

The map feature is not 100% accurate but has improved over our time with Nutshell.

Avantages

Help me to know exactly what I’m going to do on a daily Basis, but also gives me tools to share that information with others. I can look back and see where my sales are trending and how many calls I have made, etc..

Inconvénients

Just the fact that I cannot control undo things in the email section for instance, if I accidentally bump something and erase a large section of the email body, I am typing, it’s gone there’s no way to control and get it back

Avantages

What I like most about Nutshell is the ease of use and transparency. The dashboard is a great tool. You can create it to fit your professional lifestyle. I believe in customer service as the backbone to any company and Nutshell has great customer service. Their reps are there to help you whenever needed. You are never left out to dry.

Inconvénients

What I like least about Nutshell is the sorting ability within the dashboard for activities. I wish there was a detailed way to sort your activities within the dashboard.

Avantages

It has a great interface, is very user friendly, and the price is right.

Inconvénients

It lacks some functionality with forms, drip campaigns, and merge tags and is not as customizable for exactly what I need, so I’ve had to use some workarounds.

Avantages

I love the user-friendly nature of Nutshell. It is hands down the easiest out-of-the-box CRM I've ever used. It's easily customizable, integrates well, and has helped my team start working together in the back office. I love it!

Inconvénients

Nothing! I LOVE Nutshell! It's an outstanding product, and the customer service has become robust over the years - it's the best product for our small team.

Avantages

Our primary goal was to have a high-functioning CRM that supported lead nurturing and helped us close sales. Nutshell does that exceptionally well, but that is just the starting point. Automating tasks and communication through multiple sales pipelines is easy and intuitive. We are already seeing results from the automation. Tracking our current clients for upsells and renewals is also intuitive and easy.

Our next step is to use the marketing potential of the platform to increase our lead generation as well.

The implementation went very smoothly, support from Nutshell staff was great, and I was up and running with Nutshell in days, and now I can track leads, make calls, and send emails and never have to leave the platform. It has greatly increase my efficiency.

Inconvénients

Not sure how to answer the cons. There are a few areas where I would like to customize fields, or change their location, but it is a small complaint

Avantages

Easy to use, it doesn’t take a data wizard to configure and manage.

Inconvénients

Limited automations, limitations to what can be customized.

Alternatives envisagées 

Salesforce Sales Cloud

Pourquoi choisir Nutshell 

End of life for Highrise. Glad it died now, Nutshell is so much better

Logiciel antérieur 

Highrise

Pourquoi passer à Nutshell

Way easier implementation. Cheaper. Don’t need dedicated people to manage it

Avantages

Nutshell is very intuitive to use. Highly customizable to your particular needs and endless amounts of possibility to categorize and document.

Inconvénients

There are a few features that are not available in terms of sending mass emails. However, they are very helpful finding work arounds and often take input and upgrade their systems.

Avantages

Its very user friendly and easy to get used to

Inconvénients

The software is perfect.
Maybe the pricing could be a little lower

Alternatives envisagées 

Vtiger CRM, Bigin by Zoho CRM, monday.com et HubSpot CRM

Pourquoi passer à Nutshell

Nutshell was more intuitive and user friendly

Avantages

Price, and help speed. When a feature is requested they are quick to help.

Inconvénients

integrations and not having all things other CRMS competetors have

Alternatives envisagées 

HubSpot CRM

Pourquoi choisir Nutshell 

Not user friendly, were doing a lot of new things at the time.

Logiciel antérieur 

Keap

Pourquoi passer à Nutshell

Price

Avantages

I love the email feature! I can send customers emails right from Nutshell and track when and if they open the email, click on links, etc. Such a great feature. Email Templates are great too.

Inconvénients

I like everything about Nutshell. It makes my life easier so I see no cons.

Avantages

The flexibility of it and the nutshell team is excellent to work with.

Inconvénients

the growth at times can seem a little slow.

Avantages

They are always adding new and needed features I can use.

Inconvénients

While it’s one of the easiest CRMs to use it still has a sizable learning curve. Great product overall!

Avantages

Simplicity of the CRM & Customer Support

Inconvénients

Need an archiving process of leads sometimes I get confused of the Leads/People to find a lead

Avantages

I like the contact forms and how I can embed different versions on each page of my site. It helps me pre-qualify and understand the needs of the customer who contacted me.

Inconvénients

I would prefer a better UI. Some clicks are unintuitive and features aren’t well described or located.

Avantages

Ease of Navigation and Setup, and ability to call, text, and email

Inconvénients

No text-campaign availability yet, other than that it's great!

Avantages

Sync our email address and being able to see how many time our message was opened and how many times they clicked on the link.

Inconvénients

The fact that if you don't send an email from Nutshell directly, it does not count as an activity. This makes it that the account can be seen as inactive, when it is not the case.

Avantages

Nutshell is an all in one place database that can be used for planning and building connections with people.

Inconvénients

There are some steps that are not as user-friendly, such as capturing and pulling detailed data, and imports are a bit tricky. There is a white glove service to help you if needed.

Avantages

I like how all customers, contacts, and leads are connected. Great integration with outlook.

Inconvénients

I wish the mobile app was more friendly. Seems buggy at times. Really wish the mapping feature was more robust so I could better identify customers/prospects that I have entered while I am on the road. It is also cumbersome to add a new customer, notes, and contacts while using the mobile app. I always take notes in my phone on the iphone notes app and then go through those notes and enter when i am on my laptop.

****I really wish I didn't have to download pictures to view them once they have been uploaded!!!! makes no sense!

Avantages

The ease of use and ability to organize my leads

Inconvénients

Not being able to add attachments to emails inside the system

Avantages

As the owner of a boutique consulting firm, I needed a CRM, but so many of them were intimidating -- because they're built for enterprises, and we're significantly smaller. I find Nutshell very intuitive and easy to use. It's got so much functionality, and I appreciate that I can get what I need "in a nutshell" and then add new capabilities as I go, versus all at once with enterprise systems.

Inconvénients

I really wish it integrated more easily with LinkedIn.

Avantages

UI and integrations. Dashboards and mobile app are also a big plus.

Inconvénients

Could use more integrations with Shopify and NetSuite

Avantages

Easy to set up, easy to use, very intuitive and uncomplicated. Reasonable price

Inconvénients

The integrations for financial reporting needing to be charged separately. The cost of the integrations would be double the cost of the monthly subscription.

Avantages

The ability to set reminders and scheduled emails.

Inconvénients

There is no ability to duplicate information and you have to type it so many times to have it every where that I need.

Avantages

Easy to use, navigate and configure. Online support is responsive and useful.

Inconvénients

not as robust as Salesforce. email synch is a little sketchy.

Avantages

It allows me to manage a potential client from start to finish on a project

Inconvénients

Can’t think of anything at this time since been very pleased

Avantages

That it can store so much information! I love the tagging feature because we are able to pull up so much information later on.

Inconvénients

I feel like they update a lot which makes navigating the interface difficult at times.

Avantages

Tracks sales and customers. We use different pipelines for different approaches within out nonprofit and that works okay for us.

Inconvénients

Reliance on AI. We are trying to get away from relying on AI for interpersonal matters.

Avantages

I love its organization - its great having the tools needed

Inconvénients

Navigating through companies and leads could be smoother

Avantages

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

Inconvénients

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

Avantages

I like the fact that Nutshell is not overly complicated. I have been in sales for decades and Nutshell is all I need to be organized and successful.

Inconvénients

To be 100% honest I do not see anything in the platform that I do not like. It really is all I need to do my job efficiently across our small sales team.

Avantages

Ease of use, customer support, and ability to integrate with google.

Inconvénients

The app doesn't always work and could be improved. Seems to time out a lot.

Avantages

how easy it is to customize the leads - by date, rate etc

Inconvénients

A little bit slow sometimes, would take a few seconds to load

Avantages

Very user friendly. Quick to learn and quick to navigate.

Inconvénients

It would be nice if it would integrate with Google or something so when I add a new company, much of the info could auto populate.
Perhaps I don't know how to do it, but I set up automated reminder emails for quotes - I wish the reminder included the attachment.

Avantages

Integration, customization, onboarding. Calendar scheduling. So happy we upgraded.

Inconvénients

Website integration. When [sensitive content hidden] left, we had a lull of customer service.

Avantages

The pricing of the product is good, I like the way you can set up your personal view:

Inconvénients

Adding contact needs to be easier. Also setting up the email is not user-friendly..

Avantages

The ease of inputting data by myself and the way it updates fast.

Inconvénients

The way the information saves once you type it in.

Avantages

Nutshell is like your best friend. A one-stop app. An app that will help you make your work easier.

Inconvénients

I like everything about Nutshell. Cant say I like anything least.

Avantages

Very easy to navigate and set up, much more user friendly than other CRM's, works very well

Inconvénients

Some limits with email correspondence when forwarding an email, doesn't always work and link correctly

Avantages

Ease of use. User interface and the functionality. The feature set is perfect for our needs. The application is WELL thought out.

Inconvénients

Nothing so far. We have been using it for about 5 months now and have not come into a situation that we wished it had a certain feature.

Avantages

It’s ability to keep things organized and synced communications with prospects

Inconvénients

The mobile app is less efficient than the desktop version