Nutshell Reviews & Insights

Score8.8 out of 10

32 Reviews and Ratings

Community insights

TrustRadius Insights for Nutshell CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Helpful Search Features: Many users have found the keyword search and location search features in Nutshell CRM to be very helpful for tracking their account on the map and for follow-ups. Some reviewers appreciated receiving email notifications ahead of time, making it easier for them to stay organized and keep track of important tasks.

Color-Coded System: The color-coded system in Nutshell CRM has been highly praised by reviewers. Emails represented in blue, notes in yellow/orange, and calls in white make it easy for users to understand what is going on at a glance. This feature enhances user experience by providing visual cues that help them quickly identify different types of activities.

Real-Time Activity View: Reviewers have appreciated the real-time view of their activities on the home page of Nutshell CRM. Being able to see the calls they made, who they contacted, any notes left, and if emails were sent provides users with valuable insights into their daily progress. This information is updated almost instantly, allowing users to stay up-to-date with their tasks and make informed decisions based on real-time data.

Nutshell Reviews

3 Reviews

Marketing

Nutshell CRM is our go-to platform to keep our team organized

Rating: 10 out of 10

Incentivized

May 7, 2020

Use Cases and Deployment Scope

Nutshell CRM is used in two of our divisions that perform outbound marketing and sales calls. We use Nutshell to store contact information for our current customers, inactive accounts, partners, and prospective customers. We log activities, run reports, communicate internally, and use features of Nutshell to plan outside sales trips all over the U.S. Nutshell CRM is the heart of our main marketing/sales divisions and our customer service division will often reach out to us for insight on new customers or inactive accounts.

Pros

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

Cons

Special characters - although I know this is very difficult to resolve, we have always had an issue with being able to search or match up companies that have $, &, or @ in their name
Integration - we use a couple of different programs as often as Nutshell that doesn't currently integrate with the platform. The main one being our webcam video program BombBomb.com, not a deal-breaker but it would be nice to integrate to go along with our activities and emails
Mobile App - we do use the mobile app when we do outside sales trips and it works well for inputting notes with the talk-to-text feature. There are some features that are not available on the mobile app that would be nice though.

Likelihood to Recommend

We refer our partners to Nutshell CRM often so they can store all of their client and potential client information in one place. It has been a great tool for us to grow our relationships with prospective customers. It is a great way to stay organized with working on a team where you will receive callbacks or work together to gain business.

Jennifer Callaghan

Marketing Coordinator in Marketing at American Backflow Products Company (Wholesale, 11-50 employees)

Vetted Review

3 years of experience

Easy to use and customizable

Rating: 8 out of 10

Incentivized

May 7, 2020

Use Cases and Deployment Scope

The Business Development team uses Nutshell. There are four of us who regularly enter client/partner/competitor information, including contact info, hot/pain points, SWOT (hot/pain points and SWOT are entered in custom fields... there is not a spot for those), and activities/notes/emails. Then another person runs the weekly reports and inputs information from other people in the company who may have interactions with client/partner/competitor people. We also use the tagging functionality to categorize certain people/groups.

Pros

Customizable Dashboard
Customized Reports
Duplicate Warnings
Customizeable Pipelines and Accompanying Activities

Cons

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.

Likelihood to Recommend

I think Nutshell CRM would be a better fit for a more retail environment. Construction is a long game and I don't think some of the functionality is catered to that type of environment. Nutshell IS great at setting up whatever pipelines your company needs in its process and customizing each phase of those pipelines. The reports are also really easy to navigate and customize. Any salesperson can see exactly where they are and how they should move forward. I also like that it can sync with your calendar and email. That can work well for a salesperson and make them more efficient.

Laci Fitch

Marketing Coordinator in Marketing at Beckenhauer Construction (Construction, 11-50 employees)

Vetted Review

1 year of experience

Great CRM for Small Sales Teams

Rating: 7 out of 10

Incentivized

July 31, 2018

Use Cases and Deployment Scope

We use it to manage our sales funnel and followup schedule. The sales department uses it the most but we sometimes utilize it to store client information. It centralizes our sales efforts into one location with all relevant information attached.

Pros

It is very customizable. I was able to go in and tinker with our Lead Stages as often as needed which meant our business could really utilize the functions of Nutshell in the best way for us.
I love the Dashboard timeline because I can go through any bcc@nutshell emails and correctly categorize, tag, and attach them to leads without having to involve other sales people.
I also like that you can attach products to your leads and assign them monetary values. While we only sell services, it is great to be able to name the product whatever you choose and individually assign a dollar amount per each opportunity.

Cons

I would love to see the timeline bar be able to fill my whole dashboard screen.
I would love to see tags carry over between companies and people that are synced together.

Likelihood to Recommend

It is easy to use and really customizable once you get the hang of it!

Verified User

Employee in Marketing (Marketing and Advertising company, 11-50 employees)

Vetted Review

1 year of experience

Loading Reviews List....

Nutshell CRM is our go-to platform to keep our team organized

Rating: 10 out of 10

Incentivized

May 7, 2020

Use Cases and Deployment Scope

Pros

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

Cons

Special characters - although I know this is very difficult to resolve, we have always had an issue with being able to search or match up companies that have $, &, or @ in their name
Integration - we use a couple of different programs as often as Nutshell that doesn't currently integrate with the platform. The main one being our webcam video program BombBomb.com, not a deal-breaker but it would be nice to integrate to go along with our activities and emails
Mobile App - we do use the mobile app when we do outside sales trips and it works well for inputting notes with the talk-to-text feature. There are some features that are not available on the mobile app that would be nice though.

Likelihood to Recommend

Jennifer Callaghan

Marketing Coordinator in Marketing at American Backflow Products Company (Wholesale, 11-50 employees)

Vetted Review

3 years of experience