Deltek vision is very good software to use to handle many database simultaneously. During that work we can easily filter the important data.

Customer Care Support is excellent. Like everything else, the more time you can invest, the better off you will be.

Tech support has helped resolve issues in most all cases. Response is generally good via chat and resolution has been fairly quick in most cases.

Our company uses this software for many purposes and if you get adequate training it can be a great tool that makes working on projects and finding information easy and accessible in one location.

The price point is higher compared to other ERP's. You get what you pay for in terms of functionality and integration of modules.

Maybe this is by design, but it is too costly to keep doing this.

Reporting performance is awful. We have had a consultant come out at least twice for an overall health check and recommendations and in my opinion we did not get a lot of value from this.

I particularly like the ability to schedule your work and availability -- this is great for work sharing with different offices/teams.

As a user, I find Deltek Vision easy to navigate - in my own company filing expense reports and accessing a detailed or simple timesheet is a breeze.

It takes a ridiculously long time to run many of our reports and it's a constant source of pain for both the users and those of use who support the product.

Overall really great experience, perfect tool for enginering consulting company, excellent customer support.

It solves all of my accounting needs. The reporting is robust and the project managers love to see their budgets in real time.

The software/service was good overall as it was easy to use.

The maximization of all of aspects of accounting in one software. The ability to create specific reports is great.

Reporting function is extremely difficult to navigate. Generally terrible interface.

I have found it very challenging to work through self teaching tools. Unless someone has the time to teach you how to use the features it is time consuming and somewhat frustrating.

Integration of the time-sheet is an asset. The ability to charge time to Opportunities would be a major enhancement.

We were using Excel for timesheets so having time and expense in one place and tying into our business process is wonderful. We also have the ability to get nice reports.

E.g. When entering a comment for a task e, i need to type it, click in a separate comment box to ensure it's saved, and then only can I navigate away.

I hate that the help button is located with the other options on tool bar.

Overall experience has been good - consistent, powerful software for managing projects.

The ease of setup and customization where the greatest features. Although many of others, such as local weather and reminders were also key.

There is a massive security bug in the software that we have raised to their CTO multiple times but this has still not been fixed, and their team now ignores our emails.

I am part of a pilot project for Nutshell within our organization and i have found it to help with my organization and task management. From what i have seen, a simple, easy to use CRM.

If you want to start quickly to have the benefit of a CRM, your team is not that skilled and you're on a budget, then Nutshell is the best solution.

Integrations are somewhat limited, but still, plenty to work with.

I can now track activities and conversations so never forget important information. I feel much more organised and focused with this great CRM.

Easy to set up, great monitoring tool, second party Zapier makes automations feasible and employees able to grasp concepts quickly.

When we switched the platform, we stopped using it.

Occasionally dupe entries on calendars when we first rolled out, but then we switched our integration to Office 365 and its been smooth sailing.

We've been able to integrate it fully into our workflow and it's resulted in better collaboration and outbound sales solutions.

Testes and used many programs and landed on Nutshell. Great product & great support.

Support service is very good and they make proactive followup when needed. There is a good source of templates available.

Nutshell has great integrations with third parties. It also offers good level of tutorials and responsive customer service.

Easy to use and some very helpful features. Support is US based and very friendly.

It's a very unorganized tool. It's difficult to find things you need and is very cluttered with unnecessary stuff.

No automation in Nutshell, which is crucial for modern networking and brand-building.

Our sales team has a good comfort zone with Nutshell. Our experience with Nutshell has been very positive and was easy to implement.

My only issue with Nutshell is there being no way to veiw recent activity and lack of a dashboard.

Personally, the best part about Nutshell is the price.

I have called to talk to support and they have been beyond wonderful. They take the time to listen and work with you to solve the issue.

The support team is knowledgeable, responsive, cares about your issues and has proactive training available for users.

Nushell CRM with its friendly design is quite easy to use and to implement. Good to start a company.

Good integration with other tools. It helps to manage a relevant amount of customers smoothly and helped improve our sales process.

Customer service representatives are knowledgable, kind, and personable.

The platform has a good independent incorporation system, so that you can start working in the shortest possible time.

Visually organized and logical data entry screen. Functionality is there to build as robust or simple as the company needs/wants.

Easy to use and the reporting section is just amazing and very easy to customize your own reports and save them to reuse. The social aspect of mentioning team members and accounts is great.

This is a very useful tool for sales teams, it helps sellers collab and optimizes their work. It has very good integrations to MailChimp for example.

I would say the price is great for this software. Also it is great for organizing and keeping track.

It's my dashboard for everything in my company. It's entry-level rate is worth every penny.

I hate that email document attachments cannot be captured when bcc'ing a client correspondence to nutshell. I hate that I cannot easily create lists by city, state, country.

Losing track of where we are with customers/venders/sales in general was killing our company. With using Nutshell we have been able to get our sales team on track.

US Dollar

Deltek Vision is a cloud-based project-based solution for professional services firms that is available for cloud or on-premise deployment. It combines project accounting, resource management, project management, time/expense management and business development in one product.

Deltek Vision provides critical business data in real-time through role-based graphical dashboards, customizable reports and alerts. With Deltek Vision, firms manage all aspects of financials including AP, AR, budgeting and revenue recognition with support for multi-currency and multi-company.

Vision helps firms select the right people for the right projects and allows firms to monitor pipelines, track opportunities and manage client touches. Vision provides a full view of the client and the project from initial contract through project delivery and collection.

Deltek Vision supports professional services firms such as management and IT consulting, market research and architecture and engineering. This solution offers tablet-friendly interfaces and mobile applications for iOS, Android and Windows mobile devices.

LongDescription

Milestone Tracking

Forecasting

Purchase Order Management

Invoice History

Billable & Non-Billable Hours

Payment Processing

Idea Management

Recurring/Subscription Billing

Lead Capture

Document Storage

Proposal Generation

Vacation/Leave Tracking

Online Time Tracking

Templates

General Ledger

Bank Reconciliation

Referral Tracking

Ad hoc Reporting

Financial Management

Enterprise Asset Management

Electronic Signature

Order Management

Project Billing

Calendar/Reminder System

Relationship Tracking

Portfolio Management

Project Planning/Scheduling

Project Management

Approval Process Control

Customizable Invoices

Gantt/Timeline View

Pipeline Management

Team Assignments

Resource Management

Collaboration Tools

Content Library

Consolidation/Roll-Up

Contact Management

Version Control

Hourly Billing

Lead Management

Multi-Currency

Email Marketing

Cost-to-Completion Tracking

Profitability Analysis

Fixed Asset Management

Skills Tracking

Capacity Management

Performance Metrics

Overtime Calculation

Resource Scheduling

Trend/Problem Indicators

Benchmarking

Utilization Reporting

Marketing Automation

Client Portal

Lead Segmentation

Workflow Management

Project Accounting

Source Tracking

Percent-Complete Tracking

Key Performance Indicators

Budgeting/Forecasting

Visual Analytics

Employee Database

Predictive Analytics

Knowledge Base Management

Segmentation

Time & Expense Tracking

Accounts Payable

Reporting/Project Tracking

Cash Management

Billing & Invoicing

Lead Nurturing

Receipt Management

Interaction Tracking

Dashboard

Expense Tracking

Income & Balance Sheet

Budget Management

Reporting/Analytics

Contact Database

Prioritization

Accounts Receivable

Payroll Management

Reimbursement Management

Ad hoc Analysis

Direct Deposit

Mobile Time Tracking

Quotes/Estimates

Task Management

Campaign Management

Document Management

Financial Reporting

Search/Filter

For iPad Devices

For Financial Institutions

Sales Pipeline Management

Windows 7

Windows Vista

Windows XP

Web browser (OS agnostic)

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

11-50

51-200

201-500

501-1000

1000+

Deltek Vision

In Person

Webinars

Documentation

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software.

Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price.

Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information while in the field.

Launched in 2010, Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020.

In 2021, Nutshell released Nutshell Marketing, which allows Nutshell customers to design and send beautiful marketing emails and automated drip sequences, and instantly measure their engagement, directly out of Nutshell. Nutshell Marketing seamlessly connects to your CRM data, so you can target custom audiences in a snap and manage all your outreach out of a single tool.

Real-Time Analytics

Engagement Tracking

Internal Chat Integration

Customizable Reports

Activity Tracking

Data Synchronization

Customer Segmentation

Drip Campaigns

Lead Distribution

Projections

Customer Database

Calendar Management

Call Management

Customizable Fields

Activity Management

Sales Trend Analysis

Campaign Scheduling

Template Management

Data Import/Export

Campaign Segmentation

Email Tracking

Email Campaign Management

Lead Generation

Email Templates

Subscriber Management

Email Distribution

Opportunity Management

14-day free trial, no credit card required.

NUTSHELL: $16/user/month (billed annually) or $19/user/month (billed monthly).
NUTSHELL PRO: $42/user/month (billed annually) or $49/user/month (billed monthly).
NUTSHELL MARKETING: Send 150 messages/month for free. Paid subscriptions start at just $5/month.

Find out what Nutshell will cost your team at https://www.nutshell.com/pricing/

Deltek Vision vs Nutshell

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