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.
I started using Nutshell CRM when I was Director of Sales and Marketing at DJG Investigative Services, Inc. I since have moved to the Operations department but remained available to teach the marketing team how to use Nutshell and other programs. For us, it addressed the problem of organizing leads.
Pros
Ease of use
Designed well
Cloud-based
Cons
Very costly for a small business
Takes a while to learn all the features
Cloud-based (both positives and negatives)
Likelihood to Recommend
I think Nutshell is well suited for companies that are more 1- or 2-man operations, working from home situations. I think for us, it was a better value to just buy a license at a one time fee, and be done with it. The never-ending monthly charges were exhausting.
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).
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!
VU
Verified User
Employee in Marketing (Marketing and Advertising company, 11-50 employees)
