Nutshell Software

4.20 / 5 (350) FrontRunners

Our advisors have recommended this product 17 times in the last 30 days

About Nutshell

Nutshell is a sneaky powerful cloud-based CRM and sales automation tool for small businesses. The Nutshell platform offers sales process and collaboration tools, email sync with Gmail and Outlook, fully customizable reporting, and a flexible UI that can fit nearly any sales model.

Nutshell is designed to be implemented in a single day and offers a range of integrations with leading business tools like Google Apps, Constant Contact, Mailchimp, Intercom, Unbounce, Slack, and Zendesk. The application offers contact management and sales force automation applications with a range of personal email automation and tracking, task management, note-taking, pipeline management, forecasting, and reporting modules, in addition to basic customer service capabilities such a...


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Supported Operating System(s):

Web browser (OS agnostic)

350 Reviews of Nutshell

Average User Ratings

Overall

4.20 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(142)

142

4 stars

(147)

147

3 stars

(49)

49

2 stars

(10)

10

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 350 results

March 2020

Marilyn from ExpensePoint

Verified Reviewer

Company Size: 11-50 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2020

Bang for your Buck

Great! It helps the team stay on track whether it's sales or implementation.

Pros

Reporting and filtering reports. Keeping a track record of our leads.

Cons

Have to move over to pro to get more then one sales process. Pro is so expensive.

Reasons for Choosing Nutshell

Price, others had better functionality but this Nutshell had enough 2 years ago to get us going. It has really come into it's own and now has way more.

October 2019

Madalynn from Fast Company NV

Company Size: 11-50 employees

Industry: Marketing and Advertising

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2019

An Elegant Yet Powerful CRM

We are now better organized with our sales process and are more collaborative. This allows us to keep our important information in one place that is easy to use and work as a team to get things done!

Pros

I love the filtering ability with our companies and people lists. It allows us to really drill down and get the exact metrics we want. We are better able to see a lot of information at a glance in a dynamic way.

Cons

I would love more options when emailing groups of people in the system. Currently, I need to only use templates when emailing groups and I would like to be able to type out the email in one shot instead.

Reasons for Choosing Nutshell

A lot of the other systems seemed overly complicated to use, we had a relatively short onboarding period to get our people trained quickly. The price point for the number of features was the best and most sustainable for our company. And we feel like we can grow with Nutshell.

May 2017

Prescott from 300 Below, Inc.

Company Size: 11-50 employees

Industry: Mining & Metals

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

May 2017

leads don't allow you to easily sell services, only products. After sale service is hindered.

We get a cost effective CRM that frees up cash flow for use elsewhere in our business.

Pros

Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps.

Cons

Every lead typically has a company or contact. But if you don't save the activity in the lead, and instead under the company or individual contact, you can't see it when your client calls in regarding the sale they want service for, so your customer service is hindered and your sales people look like they don't know the history of the account. It's embarrassing to use this software because Nutshell says they are only helping to land the sale, not support it, but this mindset about how they build their software results in a horrible disconnect with regards to how we are forced to serve our customers, and thus we are using a CRM that doesn't support the full life cycle of a sale. We keep hoping Nutshell will fix this and improve because their customer service is great, and their people mean well, but after several years of patiently waiting, we are concerned that we may never see this problem fixed. The mobile app also has so many glitches with the UX that it can't even compare the experience to how you can use leads in a web browser. Further, when we have a customer call in to ask about their account, the recent leads puts the oldest first in the list, which means we have to scroll through several hundred orders just to open the last order we did for that client. If you are trying to sell to a major corporate account with multiple facilities / departments, forget it with Nutshell; linking subcompanies / vendors / partners / other locations is a nightmare in Nutshell.

July 2020

John from INTELESOFT FINANCIALS

Verified Reviewer

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2020

A Full Featured Sales CRM

Our sales staff was apprehensive at first as there were lots of bells & whistles and a little worn out with the previous jumps from one CRM to the other. But within two weeks everyone fell in love with Nutshell and completely on board significantly contributing to an increased close ratio.

Pros

This CRM walks the less experienced sales rep through the entire sales process even recommending when to follow up even suggesting additional steps should be taken to get to the close. Upon close it automatically updates the customer database and the task management features facilitate the onboarding process. It also has a neat "Click-to-Call" feature that calls and optionally records directly from your prospect list providing an excellent sales training vehicle.

Cons

We would like to have seen the developers respond more quickly to feature suggestions but as a Sales CRM it is untouchable.

Reasons for Choosing Nutshell

Not one of the five candidates had the flow and control over the sales process that Nutshell provided.

November 2017

Steven from Bloomerang

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

November 2017

Fantastic small/medium-sized-biz CRM

New sales people are able to jump right in with minimal training. Workflows are customizable, and tracking prospect information is a breeze.

Pros

Nutshell has been great for our software firm as it grew from a startup to a mid-market company. Nutshell is very similar to us in age, culture, feature philosophy, etc. so I always enjoy interacting with the team. The Support (via chat and email) is excellent and they are always willing to hear new feature ideas and requests. The affordability makes it a great first CRM for new and small businesses.

Cons

Importing can sometimes result in a lot of duplicate leads, so data cleanliness becomes a bit of an issue as you grow. Reporting has some room to grow but it's not too bad right now.