Nutshell

4.3 (514)
Write a Review!
CRM and email marketing that helps your business grow.

Overall rating

4.3 /5
(514)
Value for Money
4.4/5
Features
4.0/5
Ease of Use
4.3/5
Customer Support Software
4.3/5

87%
recommended this app
Sort by

514 Reviews

Elias
Elias
Overall rating
  • Industry: Architecture & Planning
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

sales tracking

Reviewed on 2024-10-08

It allows you to foster relationships with the client in a more personalized and better organized...

It allows you to foster relationships with the client in a more personalized and better organized way

Pros

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

Cons

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

Response from Nutshell

Thank you for sharing your positive review of Nutshell, Elias! We're glad to hear that Nutshell is helping your team track sales and manage follow-ups and marketing to clients.

All the best,
Jewell from Nutshell

Walter
Overall rating
  • Industry: Political Organization
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

CRM made easy

Reviewed on 2024-09-09

Pros

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

Cons

Limited automations, limitations to what can be customized.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Nutshell

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

Switched From

Highrise

Reasons for Switching to Nutshell

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

Response from Nutshell

Thank you for sharing your positive experience using Nutshell, Walter! We're glad to hear that Nutshell has been easy for your team to implement and use!

I also appreciate your feedback about automation and customization features in Nutshell. You'll be happy to hear that we have some big updates coming soon that will solve those needs for you, so stay tuned!

All the best,
Jewell from Nutshell

Overall rating
  • Industry: Marketing & Advertising
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Review from an Account executive at Pattison Outdoor - Montreal

Reviewed on 2024-11-15

Great ! Love using the tool and it helps a lot with reminders and organization. Having a sort of...

Great ! Love using the tool and it helps a lot with reminders and organization. Having a sort of one pager on all the communications with the client is just awesome as well.

Pros

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.

Cons

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.

Response from Nutshell

Thank you for sharing your positive review of Nutshell! We're glad that Nutshell's email open and click tracking is helping your team track and organize customer engagement!

All the best,
Jewell from Nutshell

Clay
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 5.0 /10

Nutshell at a glance

Reviewed on 2023-08-10

Overall it is a minimal way to organize clients and priorities. I would prefer that the software...

Overall it is a minimal way to organize clients and priorities. I would prefer that the software handle more of my work such as Quotation, Commercial invoicing, some Accounting, Payment tracking, Request payment reminders for partial payments. I am interested in starting my own office and rebuilding Nutshell system to suit my needs. 281-799-0158 Clay Estrada

Pros

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.

Cons

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.

Randy
Overall rating
  • Industry: Retail
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

My thoughts on Nutshell - I LOVE it!

Reviewed on 2024-09-09

Extremely good. I have tried almost every CRM on the market, including Salesforce and their $50K...

Extremely good. I have tried almost every CRM on the market, including Salesforce and their $50K annual Pardot (marketing add-on) tool. Nutshell gives me the exact tools I need (and the ability to modify) for my business model. Others were simply too rigid.

Pros

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.

Cons

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 Considered

Zoho Desk

Reasons for Choosing Nutshell

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

Switched From

Zoho Desk

Reasons for Switching to Nutshell

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

Response from Nutshell

Thank you for sharing your positive review of Nutshell, Randy! We're glad to hear that Nutshell's customer service, tools, and price point meet your needs! And we're excited that Nutshell gives you tools and flexibility you need that platforms like Salesforce don't!

And being able to get the data you need from Nutshell is certainly important! Here's a link to our support article about using Nutshell reports: https://support.nutshell.com/en/articles/8428976-nutshell-reports-overview. And if you need further assistance for using the reports, our support team would happy to assist you!

All the best,
Jewell from Nutshell

Stevie
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

NUTSHELL IS GREAT

Reviewed on 2024-12-16

It has been great. Helps me keep my customers in line. follow ups easy.

It has been great. Helps me keep my customers in line. follow ups easy.

Pros

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

Cons

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

Response from Nutshell

Thank you for sharing your positive experience with Nutshell, Stevie! We're glad that Nutshell is easy to use and helps you manage your customers and follow-ups!

I appreciate your feedback about duplicate leads, and I'll share it with our product team for consideration in future updates.

All the best,
Jewell from Nutshell

Susan
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Nutshell is very intuitive

Reviewed on 2024-12-12

Overall, I find Nutshell easy to use, which is great, so I can capture just what I need and use the...

Overall, I find Nutshell easy to use, which is great, so I can capture just what I need and use the information to build relationships.

Pros

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.

Cons

I really wish it integrated more easily with LinkedIn.

Response from Nutshell

Thank you for sharing your positive review of Nutshell, Susan! We're glad to hear Nutshell is intuitive for your team and a functional tool for helping you grow!

I also appreciate your feedback about Nutshell's LinkedIn integrations. We offer an integration with LinkedIn through Zapier (https://www.nutshell.com/integrations/linkedin), and a more robust integration with LinkedIn Ads through our App Marketplace (https://www.nutshell.com/integrations/linkedin-ads). Please reach out to our support team with any questions you have about Nutshell's integrations!

All the best,
Jewell from Nutshell

Susan
Overall rating
  • Industry: Machinery
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 2.0 /10

Sales manger

Reviewed on 2024-12-20

It is a good project overall. Do like the the the new features that have been added.

It is a good project overall. Do like the the the new features that have been added.

Pros

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

Cons

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

Response from Nutshell

Thank you for sharing your experience with Nutshell, Susan! We're glad that you're enjoying features like customizing your dashboard and newer features our team has been working on.

All the best,
Jewell from Nutshell

Sandra
Overall rating
  • Industry: Public Safety
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Easier way of inputting data

Reviewed on 2024-12-16

I am new to this business but this program was one of the few I got the hang of pretty fast.

I am new to this business but this program was one of the few I got the hang of pretty fast.

Pros

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

Cons

The way the information saves once you type it in.

Response from Nutshell

Thank you for sharing your positive review of Nutshell, Sandra! We're glad that Nutshell is helping you store and organize your data intuitively!

All the best,
Jewell from Nutshell

Matt
Overall rating
  • Industry: Research
  • Company size: 51–200 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

I use Nutshell all the time and recommend it for marketing teams

Reviewed on 2024-11-14

I use it on an ongoing basis to send out customer marketing communications, and rely on it to...

I use it on an ongoing basis to send out customer marketing communications, and rely on it to deliver good-locking emails that drive traffic and engagement.

Pros

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

Cons

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.

Response from Nutshell

Thank you for sharing your positive review of Nutshell, Matt! We're glad to hear that Nutshell is enabling your team to send bulk emails and marketing campaigns, then track your engagement and results!

All the best,
Jewell from Nutshell

Guy
Overall rating
  • Industry: Building Materials
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

EASY TO USE CRM, GREAT VALUE FOR ITS PRICE POINT! RECOMMEND!

Reviewed on 2024-08-15

Overall please with Nutshell and have been using it for nearly 10 years. Customer service as always...

Overall please with Nutshell and have been using it for nearly 10 years. Customer service as always been responsive and open to feedback and we've seen upgrades throughout the years based on feedback provided. Overall we are pleased.

Pros

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.

Cons

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 Considered

Salesforce Platform

Reasons for Switching to 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

Response from Nutshell

Thank you for sharing your positive experience with Nutshell, Guy! We're glad to hear Nutshell's data management and collaboration features are helping your team track tasks and sales!

We also appreciate your suggestions for improvements to the Nutshell mobile app and task assignment flows. We're always glad to hear feedback that can help us make Nutshell the best CRM for our customers, so I'll be sure to share your comments with our product development team.

As for long lead pages, there's good news: our AI-powered timeline summaries can help your team quickly get up to speed on any lead or relationship. You can learn more at our support article her: https://support.nutshell.com/en/articles/8428843-elevate-your-workflow-with-power-ai.

Thanks for your review, and happy Nutshelling!

Celina
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Streamlined CRM for Small Teams

Reviewed on 2024-05-13

Pros

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!

Cons

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 Considered

Salesforce Sales Cloud

Reasons for Choosing Nutshell

Limiting capabilties and a lot harder to navigate in my opinion.

Switched From

HubSpot CRM

Reasons for Switching to Nutshell

Pricing was a big factor and also integrations.

Response from Nutshell

Thank you so much for sharing your positive feedback about Nutshell, Celina! We're excited to hear Nutshell is helping your team streamline communication, reporting, and lead tracking!

I also appreciate you sharing about complexity in the process of adding team members. I'll be sure to pass along your thoughts to our product development team so we can work toward a solution.

Happy Nutshelling!
Jewell from Nutshell

Vitaly
Overall rating
  • Industry: Computer Software
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Great easy to use CRM

Reviewed on 2024-09-09

Great. We have been a customer for many years.

Great. We have been a customer for many years.

Pros

Ease of use. All can be done in browser.

Cons

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

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Nutshell

Price was the reason we didn't go for Salesforce

Response from Nutshell

Thank you for sharing your positive review of Nutshell, Vitaly! Our team is glad to hear that Nutshell has been easy for your team to use, and we thank you for your continued partnership!

With regards to dynamic custom tagging - if you'd like to create tags on the fly, you can do so from any Person, Company, or Lead page! You can learn more at our support article here: https://support.nutshell.com/en/articles/8429016-create-and-use-tags-in-nutshell.

All the best,
Jewell from Nutshell

Alexander
Overall rating
  • Industry: Management Consulting
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Nutshell is SOLID. I would recommend it.

Reviewed on 2024-09-16

Pros

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

Cons

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.

Response from Nutshell

Thank you for sharing your positive review of Nutshell, Alexander! We're glad to hear you're finding Nutshell customizable to your needs and intuitive to use!

I also appreciate you sharing your feedback about sending bulk emails! Would you be able to provide me with some more insight into what features you'd like to see? We're always working to make Nutshell the best CRM for our customers, and your feedback is very valuable to use!

All the best,
Jewell from Nutshell

Carleton
Overall rating
  • Industry: Consumer Goods
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Genius Product

Reviewed on 2024-10-14

It helps me understand my customers needs so that I can look like a genius when I communicate with...

It helps me understand my customers needs so that I can look like a genius when I communicate with them.

Pros

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.

Cons

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

Response from Nutshell

Thank you for sharing your positive review of Nutshell, Carleton! We're so glad to hear that you're enjoying using Nutshell's forms and customer tracking features! I also appreciate you sharing your feedback about the UI - I'll share your notes with the rest of our team for consideration in future updates.

All the best,
Jewell from Nutshell

Courtney
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Great CRM program!

Reviewed on 2024-10-14

Pros

The ability to set reminders and scheduled emails.

Cons

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

Response from Nutshell

Thank you for sharing your positive experience with Nutshell, Courtney! We're glad to hear that Nutshell's features like setting activity reminders and scheduling emails have been helpful to you! I've also made note of your feedback about duplicating information, and I'll share it with our product team for consideration in future updates.

All the best,
Jewell from Nutshell

Ana
Overall rating
  • Industry: Import & Export
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

BorderGuru - CSM Review

Reviewed on 2024-05-15

Overall it is easy to use, The menu is easy to access.

Overall it is easy to use, The menu is easy to access.

Pros

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

Cons

That it takes duplicate contacts and always tries to merge them

Response from Nutshell

Thank you for sharing your positive feedback about Nutshell, Ana! We're glad to hear Nutshell is helping your team organize contact data effectively!

Nutshell's duplicate detection is designed to help you prevent dirty data, but if you want to have more control over which contacts are merged, you can configure Nutshell to only merge contacts based on exact name and email address. Learn more here: https://support.nutshell.com/en/articles/8429037-prevent-duplicates-from-being-created-in-nutshell.

Happy Nutshelling!
Jewell from Nutshell

Doug
Overall rating
  • Industry: Printing
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

A great resource

Reviewed on 2024-03-01

I have used Nutshell with several companies and from sales teams ranging from 2 people to 15...

I have used Nutshell with several companies and from sales teams ranging from 2 people to 15 people. The platform has always risen to the level needed without the crazy expense.

Pros

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.

Cons

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.

Response from Nutshell

Thank you so much for sharing your positive experience with Nutshell, Doug! We're so glad to hear Nutshell is providing value to your and your teams across companies! We look forward to continuing helping you crush your sales goals!

Best,
Jewell from Nutshell

Jaimie
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

IT Project Tracking Made Simple

Reviewed on 2024-07-15

Pros

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

Cons

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

Response from Nutshell

Thank you so much for your review, Jaimie! We're glad to hear Nutshell is helping your team track projects!

If you're interested in more resources for getting the most out of Nutshell, our team regularly hosts live demos and webinars to provide resources for those learning to use the platform. You can access them all here: https://www.nutshell.com/guided-tours. Our support center also has articles and videos to help you learn the ropes: https://support.nutshell.com/en/. And if you have specific questions, our support team is happy to help: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support.

All the best,
Jewell from Nutshell

Pamela
Overall rating
  • Industry: Real Estate
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Advantages of Using Nutshell CRM

Reviewed on 2023-09-11

It has been a game changer. To be able to pull up past communications, my customers are always...

It has been a game changer. To be able to pull up past communications, my customers are always impressed with my personal touch and memory!!!!

Pros

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.

Cons

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

Farah
Farah
Overall rating
  • Industry: Food & Beverages
  • Company size: 51–200 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

A MUST HAVE APP

Reviewed on 2024-08-17

Pros

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

Cons

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

Response from Nutshell

Thank you for your positive review of Nutshell, Farah! Our team is glad to hear that Nutshell is helping you simplify all of your work!

All the best,
Jewell from Nutshell

Mark
Overall rating
  • Industry: Renewables & Environment
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Cannot imagine a better or more cost effective product for our needs

Reviewed on 2023-08-08

NS is critical to our a) Sales management, b) Project management, c) Marketing. We have not tried...

NS is critical to our a) Sales management, b) Project management, c) Marketing. We have not tried competitive software, but it's hard to imagine a package better suited to our needs.

Pros

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.

Cons

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".

Kristina
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

One of the best CRM platforms! User friendly and very engaging for our agency!

Reviewed on 2023-11-08

Overall I am extremely please with Nutshell! I like how the platform is laid out. The tools used to...

Overall I am extremely please with Nutshell! 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!

Pros

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!

Cons

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!

Amanda
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Streamlined Success

Reviewed on 2023-08-08

We all love the fact that we can add notes and tasks for each other when something needs to be...

We all love the fact that we can add notes and tasks for each other when something needs to be done. I can go in and see my boss's tasks and make sure there is nothing he needs from me. I can see my staff tasks and see if they are on target or need more or less.

Pros

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.

Cons

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.

Sara
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

I used to sell CRM and Nutshell is a fantastic value with great features

Reviewed on 2023-10-10

Our team is extremely happy with Nutshell. I sold CRM for 6 years before coming to this company and...

Our team is extremely happy with Nutshell. I sold CRM for 6 years before coming to this company and right before using Nutshell. I have been pleasantly surprised by the platform. I have used Sales Force and many other CRMS that can be overkill in features and size for a small team. We are 60 employee company with only a handful of users in Nutshell. For a small team, this tool has been perfect for us.

Pros

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

Cons

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.