Nutshell CRM vs. Salesmate

Nutshell is very customizable making it a good fit for smaller companies with out huge budgets for these services. I would think in a larger scale business, you would want a system that is specifically designed for the particular industry.

Incentivized

Salesmate gives us everything we need as a small business, with a clear interface, and can adapt to any business. If I was being ultra picky, I would perhaps suggest the ability to remove or hide certain modules not applicable to our niche, e.g., we are a B2C business, so the company module is not really useable for us, but this is not a negative by any means.

• Nutshell is great with reminders from calls, emails, meetings, and activities it helps you track all of the necessary every day must-do activities.
• The best thing about Nutshell CRM is that multiple team members can refer to it whether they are in the office or on the road. Nutshell is great on a PC, Mac, or pretty much any mobile device.
• One of the many things that I personally like about Nutshell is how user-friendly it is. Once you work with it for a day or two everything is super easy to manage.

Incentivized

• For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
• Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
• Integration with other apps is good; I use QuickBooks and DocuSign.
• Customer service is very good.

• SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
• Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.

Incentivized

• The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
• The dashboard button is pointless if it still makes you choose between legacy or classic.

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.

Incentivized

Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them

Incentivized

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

Incentivized

The platform is incredibly robust while maintaining a clean appearance. This allows you to see exactly what you need at any given time without being overwhelmed. The ability to customize your dashboard easily allows you to see the information that is most relevant to your operations and needs.

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.

Incentivized

Fantastic - always reply in a reasonable amount of time, usually with a simple fix. The support website is very handy, but often you will likely have 'niche' questions - to which the team are all to happy to help with. For larger issues, we have had to lodge tickets with tech, but to date, every issue we have had has been resolved. Very happy with the support and service.

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

Incentivized

No - All very straightforward and simple.

I did not select Nutshell CRM. My employer has that information, but as far as I feel, Nutshell has better uses than Zoho CRM and can be used just as effectively in B2B relations. We only use Nutshell for candidate data, so business contacts are not mixed.

I was using the free version of Hubspot, which was extremely limiting. If I wanted to go ahead and unlock a simple feature, which every other CRM offered, my price would shoot up to hundreds of dollars a month for no reason, as they force you to unlock “all the features” not just the ones you need. Salesmate is much better, as you can choose which features you want, and don’t want.

• Tracking - Nutshell allows us to track how many leads or coming for our prospecting or inactive account calling efforts, it has been great for showing results to our management team
• Organization - Nutshell gives us the opportunity to easily access account or contact history and make connections with the customers we interact with

Incentivized

• It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
• It does a whole load of outreach for me. It's seamless.
• I get a lot more responses from people in my pipeline - especially using SMS to follow up.