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

4 Reviews

Sales

Nutshell CRM is the best software for keeping all your activities and notes in one place!

Rating: 10 out of 10

Incentivized

April 30, 2020

Use Cases and Deployment Scope

We use Nutshell CRM for a few different things. It helps us keep track of businesses, individuals in that business, and what activity needs to be done with them. It also helps with timelines, and general knowledge of a leads for different projects we are tracking. Nutshell CRM is mainly used by our sales and spec teams, although everyone in our company has access to the basics of Nutshell should they need it. It has addressed problems such as the timing of activities, and the team all being on the same page as they all have access to every activity, meeting, notes, etc.

Pros

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.

Cons

In my line of work having multiple email attachments are needed and Nutshell has yet to improve that function.
I would say that Nutshell needs more options for activities. Currently, you are very limited in the types of activities you can set reminders for.
Unless I missed it someplace, when preventing your next activity it would be nice to be able to scroll over said activity and get a little message box next to it with a preview of that activity. That way I can remember more for that activity and decide quickly if I need to do that activity or push it off for another time.

Likelihood to Recommend

Nutshell CRM is great if you are a super-busy person. On one hand, the reminder functions and ease of use are amazing for busy individuals such as me. On the other hand, Nutshell is less appropriate for me when I need to send large attachments with an email as that is something I am seeing a need for more and more each day!

Gregory Palenschat

Prodcut Consultant in Sales at North Star Surfaces (Building Materials, 11-50 employees)

Vetted Review

4 years of experience

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A great and inexpensive CRM for small business

Rating: 9 out of 10

Incentivized

April 30, 2020

Use Cases and Deployment Scope

I use Nutshell CRM to track leads for my business. I integrate it with my website and it helps me to keep in touch with leads and not forget them.

Pros

Very easy to use
Great mobile app
Inexpensive

Cons

I wish it tied directly to my MA platform.

Likelihood to Recommend

Nutshell CRM is great for a small business that wants to use an inexpensive CRM. For a large organization, it might not have enough depth.

Alex Wolk

Owner in Sales at Insite Advice (Marketing & Advertising, 1-10 employees)

Vetted Review

5 years of experience

View profile

Nutshell: one of the best CRMs available

Rating: 9 out of 10

Incentivized

April 10, 2019

Use Cases and Deployment Scope

At my recommendation, Nutshell has been used by at least five of my consulting clients for managing a sales process, pipeline, and customer/prospect records. Nutshell was used primarily in the sales departments, but also mixed sometimes with the marketing teams who needed to run email campaigns or pull customer information from Nutshell.
Nutshell is a comprehensive and easy way to get a team ramped up on the sales process. It's simple and easy to get teams going quickly and following procedures and being productive. You don't have to waste a lot of time on training, set-up, or management.

Pros

Viewing the Leads list is great. Viewing it as a list, or in a visual format on a Board is very helpful. The filters are also awesome for creating custom views into your Leads and only focusing on specific segments at a time.
Nutshell makes it very easy to reach out to contacts on a regular basis. With reminders, scheduling, and email templates, it's truly a piece of cake to make this all happen.
Nutshell's mobile app is also very nice. It doesn't allow you to do everything, but walking to work every day, I'm able to see at a single glance what needs to get done, and also to make phone calls and outreach with just a click.

Cons

Although Nutshell has a nice duplicate-finding feature, it only does this *after* data has been imported. It could be better at finding, removing, or merging duplicates during import.
I wish there was more flexibility in adding our own products to the system. We have some complex subscription products and they don't always fit into the fields that Nutshell allows.

Likelihood to Recommend

Great for small to medium-sized teams, without having to manage the system and always mess with it (like Salesforce). I really can't think of any reason why *not* to use Nutshell other than having a very large team with many territories and sales restrictions. Implementations like that are doable on Nutshell, but probably require more administrative handling and more time to devote (probably not unlike any other CRM tool).

Andrew Bank

CEO - Strategy, Product Management, and Business Development in Sales at i2B Strategies (Management Consulting, 1-10 employees)

Vetted Review

5 years of experience

View profile

Great, easy to use CRM with fast and easy start-up

Rating: 9 out of 10

Incentivized

April 7, 2019

Use Cases and Deployment Scope

We are using Nutshell as our CRM for the sales team here at SCS. It's used by 4 people in whole, and it helps us keep ourselves organized when we're not in the office. Our previous CRM was installed locally and had minimal remote access, so having a fully web-based CRM was a huge help for us!

Pros

Plenty of functionality without becoming a chore to set up and maintain.
Remote access via a browser.
Mobile app (iOS and Android).
Cross-platform (PC or Mac) support.

Cons

The integration with Google Calendar is great, but every now and then I'll end up with duplicate entries.
Advanced searching is available, but doesn't always provide 100% accurate results.

Likelihood to Recommend

Nutshell is well-suited for small to mid-sized organizations who need a robust and straightforward CRM, but don't want to spend weeks setting up, configuring, and maintaining a system like SalesForce. I've found that we've been able to do everything we need to do (and more) with Nutshell, and I continue to find new features being added regularly to enhance an already great product.

Phil Curtolo

Director of Sales in Sales at Software Consulting Services (Computer Software, 11-50 employees)

Vetted Review

4 years of experience

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Nutshell: one of the best CRMs available

Rating: 9 out of 10

Incentivized

April 10, 2019

Use Cases and Deployment Scope

Pros

Viewing the Leads list is great. Viewing it as a list, or in a visual format on a Board is very helpful. The filters are also awesome for creating custom views into your Leads and only focusing on specific segments at a time.
Nutshell makes it very easy to reach out to contacts on a regular basis. With reminders, scheduling, and email templates, it's truly a piece of cake to make this all happen.
Nutshell's mobile app is also very nice. It doesn't allow you to do everything, but walking to work every day, I'm able to see at a single glance what needs to get done, and also to make phone calls and outreach with just a click.

Cons

Although Nutshell has a nice duplicate-finding feature, it only does this *after* data has been imported. It could be better at finding, removing, or merging duplicates during import.
I wish there was more flexibility in adding our own products to the system. We have some complex subscription products and they don't always fit into the fields that Nutshell allows.

Likelihood to Recommend

Andrew Bank

CEO - Strategy, Product Management, and Business Development in Sales at i2B Strategies (Management Consulting, 1-10 employees)

Vetted Review

5 years of experience

View profile