Nutshell

Avantages

Everything you need is there, creating and managing customers informations is better than Hubspot

Inconvénients

There's is no platform wide search engine and customer notes are a bit of hassle to modify.

Avantages

Easy to search, to use and how you can organize your clients/cases.

Inconvénients

I like everything. I don't have any negative reviews so far.

Avantages

Nutshell is a cost-effective product. Most other similar products are a lot more expensive. One of the unique things about Nutshell is its custom email templates which engage placeholder settings. This means you can customise an email template but include elements or placeholders that need to be customised on a per-email basis so the software will not let you send the email unless the placeholder is attended to.

Inconvénients

Sadly Nutshell is very buggy and the CS and developer teams seem completely uninterested in resolving my complaints about the software. These are basic features mainly within the templating software which I have told Nutshell about countless times, yet they seem uninterested in resolving them. Sadly the bugs can make for a frustrating experience on some occasions. What is even more annoying is that they continue to turn out useless features that are half-baked rather than spending some time fixing the issues at the centre of their core product.

Avantages

Nutshell is very user friendly and I would recommend.

Inconvénients

There ha snot one thing I found that I do not enjoy about Nutshell.

Avantages

Very easy to use to send out bulk emails in a creative way, with an eye toward data-driven results and tracking.

Inconvénients

It can do quite a bit (a good thing!) so there is a learning curve when it comes to using it the first few times.

Avantages

I was tasked with finding a CRM and did extensive research. I chose Nutshell and have never looked back. This CRM is super user friendly and easy to train sales people who are usually up and running within 30 minutes. This is NOT Salesforce - no degree required to use it! lolI love Nutshell so much, that I recommend it to my other customers who retain me to manage their marketing. I have over 6 customers using Nutshell and they are all happy with the product!

Inconvénients

There are a few features I would like to see added... when "starring" the main contact within the company filed- that information should bleed through to the lead, or at least have the same option available within the lead. That same "starred" contact should move to the 1st place in the contact list.

Avantages

We absolutely love being able to have an all in one place customer and production tracker. From the time a prospect writes in, through years after they have purchased and Installed their building we have everything at our fingertips.

Inconvénients

We just wish that emails still went into the customer's leads, and tasks could be auto assigned after it is "won" the project isn't done..

Alternatives envisagées 

Salesforce Sales Cloud

Pourquoi passer à Nutshell

Price and customer service were the biggest driving factors in our decision to choose and stay with Nutshell!

Avantages

I like how the platform is laid out. The tools used to help are incredible and the agents that work for Nutshell are easily available to chat with 24/7. They have prompt response time and can almost always solve the issue!

Inconvénients

The base platform doesn't have as many perks as Nutshell Pro, but it has to work for your company. Being in home care industry the Nutshell pro made sense for us!

Avantages

This was an easy to implement software for those who have never used a CRM in the past. User friendly for basic functionality.

Inconvénients

I would like to see more ability to keep lead information separated. There are many leads that have the same companies and people but are not relevant to one another, and unfortunately it all gets lumped together.

Alternatives envisagées 

Dynamics 365, Salesforce Sales Cloud et HubSpot CRM

Pourquoi passer à Nutshell

It was the most user friendly. We did not need all the feautres that we would be paying for on the other systems.

Avantages

1) Email marketing capabilities added in the past couple of year have been a game changer for us. 2) Ability to track leads as they turn into projects and are completed - NS is the one tool we use for this, daily. 3) Contact import, export, and bulk editing.

Inconvénients

Copying emails into Nutshell and assuring they are attached to the correct Lead, and only to the correct Lead, is a pain in the neck. Having to insert "Lead-xxxx" into the subject line is the issue. We do not want our clients to see the word "Lead".

Avantages

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

Inconvénients

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.

Avantages

Intuitive and easy to learnTracking notes, emails etc is important to us

Inconvénients

Tasks can only be prioritized by date so I have begun using another solution to track our tasks and am looking for an all in one solution. Tracking tasks by date is important, but more important to us is the ability to task by priority: Urgent, High, Medium, Low. I need to quickly see every day what tasks are most important and start working on them and many do not need a date. I have recommended Nutshell to another business we partner with and they are also looking for another solution because this feature is lacking.

Avantages

Value, drip campaigns, support is helpful and wuick

Inconvénients

Lacks a few features of a salesforce, can’t manage SDR campaigns

Avantages

Integration and onboarding were easy and quick, so many great features for our sales and marketing teams, task setting and email integration are great!

Inconvénients

We really don't have negative feedback for Nutshell, there are some features we don't use but not because they are difficult to use, just not necessary for our business.

Alternatives envisagées 

Zoho Desk, Salesforce Sales Cloud, monday.com et HubSpot CRM

Pourquoi choisir Nutshell 

The Big Contacts CRM was super outdated and did not integrate with any other systems we were using at the time.

Pourquoi passer à Nutshell

Cost, support team and integrations. We really liked the layout of the platform and the clarity on making notes, setting tasks, etc.

Avantages

It's super easy to use. Anytime I get calls in the service area, I'm able to check status by notes in Nutshell.

Inconvénients

I don't have anything I least liked about Nutshell. Nutshell provides everything that I need.

Avantages

I love the ease of use. Intuitive UI. They launch new features and improve existing ones.

Inconvénients

It has been really difficult to manage duplicates. Lots of dups are created instead of updated. Dups are also suggested when they are no where close to being the same.

Avantages

Integrating Nutshell into our business was pretty easy. My favorite option in nutshell is how customizable it is. My second favorite is the support team. Always there to help and offer suggestions.

Inconvénients

I need a duplicate button. When creating a calendar event /task for a specific lead or contact, there should be a way of entering a default address. Or duplicating an event or lead would really cut down on data entry.

Avantages

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.

Inconvénients

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

Alternatives envisagées 

ActiveCampaign, Pipedrive, Salesforce Sales Cloud, Hootsuite et HubSpot CRM

Pourquoi passer à Nutshell

Easey to get going.No fuss or complicated elements.Good reviews.

Avantages

Gmail integration. Easy to set up and easy to stay on top of.

Inconvénients

There is nothing I dislike. I did give feedback for improvements and these were listened to and implemented.

Alternatives envisagées 

Salesforce Sales Cloud et HubSpot CRM

Pourquoi passer à Nutshell

Easy to use. The core functionality as a CRM is close to perfect for us.

Avantages

I like how simplified the system is to use, it makes searching for leads so much easier.

Inconvénients

I wish it had a call experience. An ability to track calls instead of having to constantly fill it out and add it in.

Avantages

Nutshell has many if not more of the same features than a lot of competitive products for less than half the cost and it is like a family or a department within the company that I work for feel when working with anyone on the Nutshell team. The CRM, Email Marketing, and Email Open and Read Verification are AWESOME!!!

Inconvénients

Some of the features were either not available or were not as robust when I started using Nutshell in 2021.

Avantages

I enjoy being able to see if someone has seen my email and also who clicks on links attached. I also enjoy utilizing the drip campaign feature

Inconvénients

Leads section is extremely cumbersome generating leads. Also almost every contact I input it is constantly asking if that contact is a duplicate even though it is nowhere close

Avantages

Affordability for what we need as a company, Nutshell offers a lot of tools that you need without having to shell out a ton of money like with competitors.

Inconvénients

Some functionalities while operable can use some work. Engagement tracking is huge for me and at times it can be difficult to find out who did what without going into their profile to find that information.

Avantages

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

Inconvénients

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.

Avantages

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.

Inconvénients

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

Avantages

It helps me keep everything organized and the visual pipeline is gold. Very user-friendly for someone like myself who doesn’t normally need this kind of software.

Inconvénients

Some of the features I really needed are not available at the cost I’m ready to pay, while I have features I don’t use. But that happens when you need something for a very specific purpose and I’m not the traditional client.

Avantages

Our company lives in Nutshell daily. We do majority of our reporting from this platform and it is very simple to use and onboard new employees. These are the most common tools that we are using it for. Pipeline management, activity reporting, bookings/sales tracking, trip planning/mapping, scheduling follow-ups, and email campaigns. Once we realized all the capabilities it had to offer, it became the staple of our business.

Inconvénients

I wish that we could incorporate it with some of the other tools that we use. We recently started using a platform called "Sales OS" and it allows you to connect your CRM to it but Nutshell isn't a compatible option.

Avantages

What stood out to me about Nutshell CRM is its balance between user-friendliness and functionality.

Inconvénients

Nothing to complain about, i have only just started using it

Avantages

Lead managementCustomized dashboardsMass import and export

Inconvénients

Currencies conversion is fixed and we cannot change it as we set in our organization records.

Avantages

Relatively easy to use and automated features are very useful. Got several large orders as a result of my email campaigns. Worth the money.

Inconvénients

Would like some new templates. Selection seems rather limted.

Alternatives envisagées 

Insightly

Avantages

Ease of use, marketing campaign, analytics

Inconvénients

Customizability on the dashboard is needed.

Avantages

When I had to use nutshell for the first time I was really scared. I was wondering how I will manage all of new features and merge with my database.Then at the end of the first day it feels like i've been using nutshell for years. I wolud recomend it to the all of sellers in managing their sales.

Inconvénients

There is one thing missing in nutshell. After all my experience sometimes I'm looking for specific quote in note to search specific lead. In nutshell there is no such option.

Avantages

Feature-rich option for small companies.

Inconvénients

So flexible and customizable that it can get unruly .

Avantages

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.

Inconvénients

I dont use their email marketing tool much.

Alternatives envisagées 

Close et HubSpot CRM

Pourquoi choisir Nutshell 

For features and their dashboard.

Pourquoi passer à Nutshell

Price

Avantages

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.

Inconvénients

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.

Avantages

The desktop reporting functions are very fast and help us to generate ad-hoc insight into our sales. Competing products tend to take several minutes to generate reports.

Inconvénients

The mobile Sales Analytics generates reports on a 30-day window as opposed to a month-to-date view. This means that we have to use the desktop reporting to get accurate numbers.

Avantages

Nutshell is great for organizing customer database. The ability to set reminders is a great function.

Inconvénients

The mobile applications could be improved upon.

Avantages

I like to use Nutshell as a way to have email and marketing campaigns

Inconvénients

I wish it was a little more user friendly

Avantages

It is similar to Pipedrive but has more features specific and beneficial.

Inconvénients

We could not do task lists that were shared.

Alternatives envisagées 

Pipedrive

Pourquoi passer à Nutshell

We did not choose over, we supplemented

Avantages

Customer information storage, Lead priority organization. I like that I can get on any computer when out of the office and the screen looks exactly as at my desk.

Inconvénients

Slow recall for data, Search feature often does not find client easily. I feel that the system was never set up properly by our team. I am certain that we are nut using the best of the software's capability.

Avantages

I love being able to track emails, make calls, and have reminders and tasks set up. It's also very user friendly and easy to use. In the past I have used Hubspot and Salesforce and personally like Nutshell the most.

Inconvénients

If I had to pick a least favorite, I would choose being able to reply to an email and not have the insert my signature each time without having to move it from the bottom of the email to the proper place.

Avantages

easy to use, the basic web version is not expensive for the features

Inconvénients

no upgrade to the mobile app (android) since more than 3 years : It is used only to read some limited data. Our sales people are on the road so it is becoming a challenge. We now think to quit Nutshell

Avantages

Easy and simple to set up and maintain. Very powerful and effective in turning our chaotic spreadsheets and inconsistent behaviors into a well-oiled machine.

Inconvénients

Some of the UI details are not intuitive. We would like more robust forms for capturing leads and customer intent.

Alternatives envisagées 

SugarCRM, HubSpot Sales Hub et HubSpot CRM

Pourquoi passer à Nutshell

Nutshell was superior for the money and seemed to have all the tools we needed. Hubspot was much more expensive and seemed much harder to use. We didn't need all the bells and whistles which just made it harder to use.

Avantages

the product is easy to use. i like the ability to create multiple email campaigns in a little amount of time

Inconvénients

I wish some of the design areas could be more detailed/ more features

Alternatives envisagées 

Zoho CRM

Pourquoi passer à Nutshell

the usability, and data seemed to be more accurate

Avantages

I love the new AI intelligence feature on Nutshell, and that I can track everything when sending out an email even the open times and frequency.

Inconvénients

I don't like that we cannot make calls or text.

Avantages

Tasks per stage is something most CRM’s missed, but Nutshell did well at.

Inconvénients

Somehow they missed a very important aspects of customized fields that exists, the ability to create a field that searches the people in database.

Alternatives envisagées 

Zoho CRM, Pipefy et Salesforce Sales Cloud

Pourquoi choisir Nutshell 

Tasks per stage

Logiciel antérieur 

Pipedrive

Avantages

User-Friendly Interface: Even for our team members who aren't tech-savvy, navigating through Nutshell is intuitive and easy.Customization Options: Allows us to tailor the system to our specific needs, ensuring we aren't stuck with a one-size-fits-all solution.Streamlined Outreach: Efficiently tracks donor relations, making it easier for us to engage with our community.Enhanced Communication: With Nutshell's tools, we've fostered deeper, more meaningful connections with our supporters.Growth-Oriented: The system is adaptable, allowing us to evolve our strategies without needing to switch platforms.

Inconvénients

Would be nice if it integrated natively with more systems so we could skip using Zapier

Avantages

Has all the information that is needed and comfortable to use and to keep track of everything.

Inconvénients

Not a thing. Everything so far is good.

Avantages

The contact management features are straightforward, practical and useful.

Inconvénients

The email campaign customization features are bare bones.

Avantages

1- friendly2- relatively fast training compared to other softwares

Inconvénients

1- some parameters are difficult to customize (e.g. linking the lead to an invoice, linking the lead to a ''priority'' criterion, etc.)2- Nutshell sees the enterprise admin as a user (who needs to pay) while it just adds new users and gives them proper access and data backup. It's not really fair.