Nutshell makes cloud-based customer relationship management (CRM) software for small businesses. The Nutshell platform offers outbound sales teams sales process and collaboration tools, email sync with Gmail and Outlook, out-of-the-the-box reporting and more.
Nutshell is designed to be implemented in a single day and offers a wide range of integrations with popular business tools like Google Apps, MailChimp, Olark and Zendesk. It offers contact management and sales force automation applications with a range of email tracking, task management, note taking, pipeline management, forecasting and reporting modules, in addition to basic customer service capabilities such as ticket management.
Nutshell also offers native iPhone and Android applications with real-time synchronization across all devices, allowing sales reps to create, search and edit contact information while in the field. Reps can also use these apps to log activities and meetings using audio or video recordings.
Nutshell offers unlimited storage and a static price model, as well as a live support staff.
Brett from The Idea Garage
Specialty: Other services
First, the staff at Nutshell have been amazing (and very patient!) Super helpful on the phone, was able to walk me through more than one process. The software is great, organized our sales pipeline and helped me with the dreaded follow up. It's really pretty intuitive.
The software is almost too detailed. I know that may not sound like a negative, and it's probably not, but there was a lot to it.
This is a great alternative to the other very expensive softwares, plus the customer service is really great!
Bruno from PrestaShop
Specialty: Software / IT
The Nutshell team has done an amazing job to make their CRM software easy to use. Each interface and workflow has been designed to be simple and straight to the point. Pages are loading fast and you don't need more than 30min of training to start using it (vs many hours with Salesforce).
Not a lot of features have been added over the past few years, a few key 3rd party integrations are also missing.
- Compare licensing cost
- Evaluate the learning curve cost
- Make sure Nutshell connects with your 3rd parties
Allen from The Free Lance-Star
Amazing support! They were there whenever I needed them. Nothing better than instant chat support. Easy product to use, configure, and support from an Internal IT perspective. When we were forced away from using them, it was very easy to get all our data out.
Nothing at all comes to mind. They were great to work with and the product fully solved our CRM issues.
Just dive in! Easy to use and setup and customize. Great reporting. Great import and export capabilities. Simple and complete integration with Google Apps and Gmail.
Isabeau from The Idea Garage
The dashboard! To be able to go to one place and see everything that I have to do that day is really nice.
I would like a template and to do list from that template. We do a lot of print ordering and it would be nice to have an order template that shows the steps of a print order and we can just check them off as we go.
Get software that matches the size of your company, not necessarily your end goal.
Joel from foreUP
Specialty: Software / IT
It's very easy to use. There's no fluff in your way to get through recording good notes on sale leads. There's not much training required.
Reporting is very weak. You will not know important KPI or deal flow info from this CRM.
It's a very good starter software while you are still managing a simple sales process and not an intense amount of leads. The more you get and the more reporting you need, the more difficult it becomes.
Catherine from Candidate sourcing group
Specialty: Other services
The updates, always changing and improving. I also like how it is integrated with my email. Just the other day I had given feedback and suggestions on improving the software, then I got a email a week later and they have already added it so really like that.
Sometimes the system has downtime. They have temporary issues from time to time, and when they do, I can't get anything done. Usually it's very few and far in between.
You have to try it for yourself. This is great software for inputting and saving information for future use (e.g. lead demographics, location, etc.).
Eric from The Euclid Chemical Company
Nutshell has been a great fit for me in tracking all of my sales activities. This service is very easy to use and allows me to quickly retrieve key account or contact details to allow me to better service my prospects and customers. I appreciate the fact that it can be as simple or complex as you need it to be, meaning that every feature is not made into a field that you have to navigate even if you do not use them. All interaction with Nutshell staff has been very quick and efficient. They continue to roll out additional product features so you know that they are growing. The price for this service is very reasonable and I would certainly even pay more knowing the value that it has given my business.
Nutshell is still growing a little bit, so there are features that are still in the works for development or improvement. However, they communicate well on some of what they are working on so you know progress is being made.
Contact users of any CRM to ask about their experiences or read plenty of reviews to get a good idea of how it might work for you. I talked with many sales professionals that use CRM’s prior to investing my time and energy choosing and inputting all of my information, and I am glad that I did.
Clint from FuelCellsEtc
Nutshell provides you with a fairly simple interface that even the most computer illiterate person can figure out. If you need to track leads, keep a steady contact list, or even pull a graph of your highest selling product, Nutshell truly has it all for the small business. Paying a low price is always a positive as well!
Once you start to grow your business (medium level) you most likely will begin to outgrow Nutshell. The ease of use counteracts with the customization allowed, meaning you have to find creative avenues to display the information you need where you need it. It also is fairly hard to add new products/manage them. It is not a recommended CRM if you have hundreds of different products. It would be really nice if they set up an auto-email function triggered by stages/dates.
Make sure to do the trial version of Nutshell before completely committing to it. Nutshell may not be the best fit for your particular business, especially if you have hundreds of products.
Janice from The Gabriel Institute
Specialty: Software / IT
We needed a CRM that was extremely user-friendly, for people not familiar with complex CRMs. I love that I can say, Nutshell is so simple, even a CEO can use it. (Yes, I'm a CEO. I'm smart, I mean, I'm the architect of our software. But who has time to learn all the details of something that isn't your field?)
I wish I could just dictate into it. (And there's nothing I dislike about this vendor; they are responsive, even to dumb CEO questions. And I think they are all at least 40 years younger than me.)
Get the person on the team who hates CRM the most to be on the evaluation team. Otherwise, you will end up with the most complicated one. (That is why I tried it first.)
Patrick from Select OrthoDME Solutions
Specialty: Healthcare / Medicine
Based in the United States and data does not go offshore. You can add and delete users very quickly. You can control what the users have access to. New things are being added, and they are improving the site. I like the fact that emails are added automatically when you click on the address in the profile. I wish responses were added as well but you have to do that manually.
No one to talk to live. Everything is done over chat, and that drives me crazy. Sometimes you can not copy and paste without using the dropdown menus. I wish some content would be replicated when the new user is added to the same account. You have to key stroke everything again.
Test it. Get a demo. Watch the youtube videos. The price value here is really difficult to beat. Great price for the functionality. They need better training to have users take advantage of the functionality.
Prescott from 300 Below, Inc.
Nutshell is one of the most responsive CRM vendors we have ever dealt with. They take suggestions for product improvement seriously and work to get customer feedback on their development timeline so they can create the best user experience for everyone.
I dislike that backups are not automated and that the API is lacking in certain areas, with the ability to quickly return queries that face modifications to custom fields.
Try using and training your staff on Salesforce. After you wake them up, try Nutshell. You'll notice an uptick in productivity, collaboration, and general awareness to meet quota.
Matt from Web Talent Marketing
I like the ease of use best. It is not complicated to learn whatsoever and is very intuitive.
I wish they would come out with an Account Management (i.e. post sale) version!
Call me! I can rave for hours about Nutshell! I have used them all and this is the best. It does everything a small to mid-size sales organization needs without all the confusing features that are not needed.