Pros from reviewers
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Easy to use: Nutshell is user-friendly and easy to train sales staff on, typically getting them operational within half an hour
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Customizable features: Nutshell offers a wide range of customizable features suitable for small to medium-sized businesses, including the ability to customize lists, merge contacts or companies
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Integration with other software: Nutshell integrates seamlessly with other software such as Outlook and Gmail, making it a versatile tool for managing business operations
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Sales pipeline management: Nutshell's most beneficial feature is its sales pipeline management, which effectively manages every complex and tedious stage of sales, providing analytics and reporting capabilities for research and stakeholder presentations.
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Excellent reporting features: Despite some limitations, Nutshell's reporting features are excellent for software at this price point, providing valuable insights for businesses
Cons from reviewers
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Difficulty in keeping lead information separate: Nutshell groups together leads that share the same companies and people, even if they aren't relevant to each other. This can cause confusion and make it difficult to manage leads effectively
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Unappealing interface: Despite being functional, the interface of Nutshell is not considered the most visually appealing by some users, which can impact user experience and engagement
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Limited reporting capabilities: While Nutshell offers a range of reporting features, some users find these to be limited in scope and functionality, which can hinder detailed analysis and decision-making
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Inconvenient tagging system: Adding a tag to a contact requires the tag to be created in the system first. If the tag doesn't exist, the import fails. This additional step can be time-consuming and inconvenient for users
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Unreliable document storage: The platform used by Nutshell for storing documents is considered unreliable and difficult to manage by some users, which can hinder document accessibility and organization.
Main features
Starting Price
Free Plan
Mobile accessibility
Integrations
Reports and analysis
Customer Relationship Management (CRM)
Sales automation
Starting Price
N/A
Free Plan
No
Mobile accessibility
Integrations
Reports and analysis
Customer Relationship Management (CRM)
Sales automation
What is Nutshell CRM?
How Nutshell CRM compare to similar software?
Product
Price
N/A
Free plan
No
Main features
Pros
Cons
Alternatives
Deal
No available deal at the moment
Who is Nutshell CRM best for according to our reviewers?
Small to Medium-Sized Businesses: Nutshell is suitable for small to medium-sized businesses due to its wide range of customizable features and excellent reporting capabilities
Sales Teams: Nutshell is ideal for sales teams as it offers robust B2B sales features, user-friendly interface, and easy training process
Marketing Managers: Nutshell is beneficial for marketing managers as it allows easy tracking of quotes, list segmentation through 'Tags', and creation of multiple email campaigns
Startups: Nutshell is perfect for startups due to its affordability, ease of deployment, and flexibility tailored to specific needs
Dissatisfied Customers: Nutshell may not be suitable for customers who have had poor experiences with the service, such as account freezing or poor customer service.
Nutshell CRM Reviews
4.3
Nutshell CRM rating
4.0
Ease of use
4.0
Customer service
4.3
Value for money
4.0
Likelihood to recommend
3.9
Features
12 Nutshell CRM Reviews
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Barbara
Exploring Nutshell: A User's Perspective
I've used various systems like Zoho, Hubspot, and Pipedrive, but I prefer Nutshell due to its flexibility and user-friendliness. I often use the 'Tags' feature for easy list segmentation and appreciate the multi-tag sorting ability. Importing from a spreadsheet is also simple. However, I find it inconvenient to add a tag into the system before uploading a contact spreadsheet. If the tag doesn't exist, the import fails, which is an additional step and a time-waster. I chose Nutshell for its affordability and ease of use, as Pipedrive lacks features like 'Tags'. I switched to Nutshell because Highrise was no longer being developed or supported.
June 24, 2024
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Nancy Martinez
Effortless to Navigate for CRM Novices
I use Nutshell to track our quotes and it's been instrumental in ensuring none slip through the cracks. It was simple to implement, even for a CRM novice like me, and it's user-friendly for basic tasks. However, I wish it had better capabilities for keeping lead information separate. Many leads share the same companies and people but aren't relevant to each other, and unfortunately, they all get grouped together. I opted for Nutshell because it was the most user-friendly and we didn't require all the features that other systems charge for.
June 17, 2024
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Donna Davis
Nutshell's Top-Notch Reporting and Integration Capabilities
Nutshell's reporting capabilities are top-notch, providing us with critical insights into our sales performance. The software's integration with other platforms we use, like Gmail and Outlook, has streamlined our processes
June 8, 2024
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Cheryl M
Revolutionizing Sales Process with Nutshell: A Game Changer for Our Team
I must say, Nutshell has become an indispensable tool for our sales team! Before we started using it, we didn't have a structured way to track and manage leads. But once we implemented Nutshell, it revolutionized our sales process and has become a key driver of our growth. The ease of communication within the system is simply fantastic and it provides me with a clear view of our operations. Honestly, I can't even picture where we'd be without Nutshell!
June 3, 2024
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Kathleen E
Nutshell: Fueling Controlled Business Growth
I appreciate Nutshell for its easy integration with Gmail and simple setup. I have no complaints about the software and my suggestions for improvements were acknowledged and implemented. I chose Nutshell because it's user-friendly and its main functionality as a CRM is almost perfect for us.
May 28, 2024
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Bobby Martinez
Exceptional Customer Service and Time-Saving Automation at Nutshell
Nutshell's customer service is exceptional - they are always responsive and helpful. The automation features have saved us countless hours in administrative tasks
May 21, 2024
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Flynn S
Improved Workflow with Intuitive Interface and Robust Features
its intuitive interface and robust features have significantly improved our workflow. The ability to track leads and manage customer interactions has been invaluable
May 11, 2024
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Bowie M
An Unexpected Adventure with Nutshell Insurance
My experience with Nutshell was quite an adventure! I received an email and text notifying me that my insurance was cancelled, which was a surprise. But hey, life is full of surprises, right? There was no contact number provided, but that didn't stop me. I reached out to Nutshell through their online chat, which was super convenient. They asked me for some information, which was unexpected, but I was more than willing to provide it. The only hiccup was that I didn't have an email contact to send it to. But I'm not one to give up easily, so I tried emailing their info email address. I'm still waiting for a response, but I'm sure they're just busy helping other customers. I've had vehicle insurance for over 4 years, and this is a new experience for me. But hey, it's never too late to learn something new, right? My policy number was 13634588 1, and I'm looking forward to resolving this issue and continuing my journey with Nutshell. After all, every good story has a plot twist!
May 6, 2024
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Justin Johnson
Ideal B2B CRM Solution for Service Companies
I find Nutshell easy to use, with a wide range of customizable features suitable for small to medium-sized businesses. Its integration with Outlook is praiseworthy. The list of functionalities is impressive and easy to learn, customize, and implement. I value the ability to customize lists, merge contacts or companies, and the reporting features are excellent for software at this price point. Some of the reporting is limited, but it's still better than most alternatives I've tried. The interface may not be the most visually appealing, but it's functional. I chose Nutshell because the price-quality ratio was superior, and the B2B sales features that allowed us to cater to individual customers were robust.
April 27, 2024
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Eric G
Nutshell: Revolutionizing Our Sales Team
Nutshell has been a game-changer for our sales team
April 20, 2024
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Jason
Four Years with Nutshell: A User's Journey
I've been using Nutshell for the past 4 years and my experience has been excellent. They are receptive to feedback and have implemented many features that I suggested, proving that they value user input. I was responsible for choosing a CRM and after thorough research, I opted for Nutshell and have never looked back. The CRM is user-friendly and easy to train sales staff on, typically getting them operational within half an hour. It's not like Salesforce - you don't need a degree to use it! I'm such a fan of Nutshell that I recommend it to my other clients who hire me for their marketing management. I have over 6 clients using Nutshell and they are all pleased with the product. There are a few features I'd like to see added, such as the ability to "star" the main contact within the company field and have that information transfer to the lead. I chose Nutshell because it's more customizable. I switched from Copper because it wasn't.
April 16, 2024
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Judith G
Unexpected Account Freeze: My Experience with Nutshell Subscription Upgrade
I had an interesting experience with Nutshell, which I consider to be a unique service provider. I upgraded my account yesterday and was surprised to find it frozen after 5 minutes. Today, I was informed that my account has expired, despite having just updated my Nutshell subscription. It was a bit of a shock, but I'm sure there's a reasonable explanation.I had subscribed to the Nutshell Campaigns plan for 1, contacts, which cost me $1.. It's a great deal for such a comprehensive service. The next invoice date was supposed to be on January 1, 224, but I received an email stating that my subscription had expired on December 11, 223. It's a bit confusing, but I'm confident that the Nutshell team will sort it out.Despite this hiccup, I'm still excited about the potential of this service. I'm looking forward to seeing how Nutshell can help me manage my contacts and campaigns more effectively. I'm sure once this misunderstanding is cleared up, I'll be even more satisfied with their service.
April 14, 2024