LeadSquared vs. Nutshell CRM

1. Very suitable for an omnichannel business, as it can capture both online and offline lead sources and allows for follow ups. 2. Very suitable for call centers as lead and call tracking can be done very easily using LeadSquared. 3. Not very suitable for on field sales. Even though the mobile app does facilitate portability, the overall experience does not come close to the desktop version which is not feasible for an on field sales representative to use.

This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis? If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.

• Call history is recorded like dialed calls, connected calls, total talktime in a daily, weekly, monthly, yearly, and on a custom basis.
• The activity history of both customers, and employees are shown clearly, which help us a lot in understanding the interest of the customer, and their communication history with the organization.
• Daily attendance history and man-days management can be done.
• Sales performance and their values are mapped clearly.

• Customization - we are able to make Nutshell make the most sense for our company and processes
• Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
• Tags - allow us to prioritize leads and segment our customers and potential customers
• Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
• Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place

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• LeadSquared is a little bit expensive compared to other slimmer products, so they need to think about it.
• Sometimes LeadSquared gets stuck when I use it to run a large campaign, I would like them to improve this.
• LeadSquared creates a problem in slow internet connections, so I guess this is also an improvement area for them.

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• integration with email doesn't work as advertised
• would like integration with quickbooks
• If there is a misspelling in any one email address, you can not send a mass email. You must go back and correct each error before it can send.

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It is an excellent value for money solution and is fulfilling all our needs quite efficiently. They keep working on the product and each month sees an update allowing for a bug free experience and faster incorporation of newer tools. I see no reason why I would not like to renew the subscription for this fabulous product.

This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.

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Having talked about all other things in detail in my previous responses, this question I feel is redundant but then I will highlight the points again - Easy to Use - Flexible - Robust System - Ever-evolving - Support & Service - Integrations with third party tools & technologies - LMS - Data Management & Reports - Landing Page Options

It's a good system! However, it's not industry specific so we don have some workarounds to make it work for our company

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Great to work with and also Easy to work with Do not just listen to the problem but provide upfront solutions Always available and are ready to support on holidays Considerate of user's knowledge and always ready to explain the smallest / dumbest doubt a user can ask Always available to help with the internal tasks as well like creating automations, drip creations etc

Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.

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Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved

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I looked closely at Infusionsoft. While the nurturing/decision tree tool of Infusionsoft was far more sophisticated, the many negative reviews of Infusionsoft lead me to look elsewhere. Leadsquared had very positive reviews and aggressive pricing. It has less features, but the features they have were the ones I wanted to focus on.

When I first started with BCI, they were using ACT!. It was hard to navigate and there were a lot of spots for duplicate information that made it hard to know if you were in the right spot or not. Then if you had trouble, you would spend 3 hours on the phone with customer service and often they would not even be able to find a solution. I would not recommend ACT! to anyone. Since getting nutshell, I have learned a bit about Cosential and I know that it is more catered to the construction industry and can help with proposal creation, so I think that may be something we consider in the not-too-near future.

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• Leads Management has become very easy.
• Automated Lead Nurturing helps reduce a lot of manual work.
• A lot of our time goes into creating custom reports. Making the reporting feature more flexible and robust will help in saving a lot of time and energy.

• Nutshell CRM has had a major impact on ROI. The last program we used cost more and had fewer features and accessibility.
• One negative impact is its email functions. As stated before in this review I need to be able to send large attachments and pics through email and Nutshell is very limited when it comes to that.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info