Nutshell software


308 reviews(4.0/5)
308 reviews(4.0/5)

Nutshell is a cloud-based customer relationship management (CRM) software for small businesses. The Nutshell platform offers sales process and collaboration tools, email sync with Gmail and Outlook, reporting and more to outbound sales teams.

Nutshell is designed to be implemented in a single day and offers a range of integrations with various business tools like Google Apps, MailChimp, Olark and Zendesk. The application 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 online storage and a static price model, as well as a live support staff.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8 , Windows 10

308 Reviews of Nutshell

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  • Verified Reviewer

    Number of employees: 201-500 employees

    September 2018

    CRM option specific for B2B companies

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    We no longer use Nutshell but it doesn't mean that it would be the right solution for another business. We just found that we enjoyed SalesForce more and it worked better for our needs.

    Pros

    Nutshell is a good price compared to other CRM software, however, only if you don't need all the extra features the other software offers like SalesForce. It is built specifically for B2B so if your business only operates B2B and not B2C it has unique features that will come in handy. It's also pretty user friendly once you understand it, however we found it to have a decent learning curve.

    Cons

    Sometimes I find the software running slowly and can be a little glitchy, especially on the mobile apps. It was this reason that we decided to change CRM software.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Alexis from Online Teacher

    Number of employees: 11-50 employees

    September 2018

    Great CRM with a free trial!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    If you are considering nutshell for CRM, I would recommend checking out there free trial to see if it works for you. It should be easy to integrate and the support along the way is phenomenal!

    Pros

    Nutshell is a wonderful CRM that allows you to view and stay up-to-date on relations. Nutshell has cross platform support between Apple and PC, and it allows you to use nutshell on your phone if it's an Android or an iPhone. Everything is organized and well laid-out and nutshell.

    Cons

    There are some minor bugs with nutshell that may affect performance. Although, there is no big glaring issues to deal with.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 2-10 employees

    September 2018

    Nutshell can beat Salesforce

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Two times I brought Nutshell into a sales organizations and both times the launch was good -- this space is competitive though, and twice we cancelled out of Nutshell as others found CRMs that offered a bit more robust options. They've probably updated since I last used 12 months ago.

    Pros

    Superfast to setup and easy to explain usage basics to newbies in sales. Good mobile app. Was simple to explain to non-CRM using administrator. at the time we onboarded they had a free trial period.

    Cons

    The color themes seemed a little old-school, and the ability to import data seemed a bit more cumbersome vs GetBase or Pipedrive.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 1,001-5,000 employees

    August 2018

    Review

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    This is a great product for sales. I an in independent contractor and use this product for my tracking.

    Cons

    I wish it would like up with outside user faces. It does with some but not all.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    August 2018

    One of the best, and easiest to use, CRM's

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Overall, they are hands-down on the best CRM's out there for small business. We continue to reccemended them to clients.

    Pros

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

    Cons

    During the easier days of the platform, there was a handful of features not yet built out. These have sence been corrected and/or added.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Camille from Smartleaf

    Number of employees: 11-50 employees

    August 2018

    Niche but good

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The best part about nutshell is that it's built specifically for B2B companies so the workflow reflects this. Additionally, for smaller companies, they're building out their integrations to which makes a huge difference.

    Cons

    The biggest issue is that you need to use the integration system in order to get a full picture of your sales and marketing processes -- which can be very difficult to view holistically this way.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Michael from Blu Creative

    Number of employees: 2-10 employees

    August 2018

    Powerful CRM, with a slight learning curve

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    Nutshell helps all of our project managers and sales staff stay on the same page when either closing or nurturing leads after the point of closing. It also helps our staff manage communications and updates with leads with handy reminders letting you know to touch base with a lead every so often.

    Pros

    Nutshell is insanely powerful in that it can be customized to your needs pretty heavily, and has some nice features like Outlook integrations and auto-population of contact info from LinkedIn/address books.

    Having all email correspondence with leads auto-entered into Nutshell is a huge time saver, and is easily our most liked feature.

    Cons

    The UI can be a bit cluttered/clunky at times, and the lack of a well put together mobile app makes it a pain to use on mobile devices. We found ourselves often waiting until we got to a desktop to enter/update leads, which defeats the purpose of keeping the CRM always updated.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Emeka from Boston University College of Engineering

    Number of employees: 201-500 employees

    August 2018

    Nutshell is a great CRM software!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Nutshell is very user friendly and user friendly. It's easy to setup and manage. The more you use, the better it becomes.

    Cons

    I think the App especially the Android version, needs to be cleaned up to have more functionality and function smoothly.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jacqueline from SecureNet Protection Services

    Number of employees: 51-200 employees

    August 2018

    Straightforward, no-nonsense way for us to organize our data

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It made filling out the review quite easy

    Pros

    Great support, uncluttered, has features we need. This is the first CRM I have every used, so I have nothing to compare it to, but I was pretty comfortable with starting to use it. It is fairly intuitive even for someone that is not accustomed to CRM software. They have good tutorials and training information.

    Cons

    Every time I get it all figured out, they make updates and I have to keep figuring it out again and sometimes it takes awhile before i understand how it all works. ON the computer, I don't have as many problems with adjusting to the changes, but it is harder when using on the phone.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Ami from Rutgers

    July 2018

    Easy to use CRM software

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    The software is easy to learn and use and has many useful features. It is great that it is web based as I can use it on multiple devices and login with ease.

    Cons

    I don't like that you cannot customize the dashboard as I do not use all the features on it. The software can get a bit slow at times.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    July 2018

    Basic CRM for small company

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

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

    Cons

    If your data base becomes quite large, Nutshell starts to be a bit slow and it takes longer and longer to extract data

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 1,001-5,000 employees

    July 2018

    The best contact management software we've found, increasing our productivity and speed.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    There are so many powerful tools included in Nutshell that make contact management much easier than before. We've been able to integrate it fully into our workflow and it's resulted in better collaboration and outbound sales solutions.

    Cons

    Initially, Nutshell seemed like it would not scale well to our business but we decided to try it and we were so glad that we did. It scaled extremely well and fits perfectly into our operations, increasing our productivity so much more than we expected.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Naomi from First City Monument Bank Limited

    Number of employees: 1,001-5,000 employees

    July 2018

    Nutshell keeps me in the loop at all times.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Nutshell is amongst the easiest to use CRM out there and I have been chanced to try out a few over the years. Nutshell is cool to use from the perspective of user experience and even setup time.
    Unlike most other CRM , Nutshell does not require a consultant to begin using Nutshell in any sales departments , thanks to the free on-boarding assistance offered users by the Nutshell team.
    As a Nutshell user,I am able to visualize the most vital and current information about every lead our sales team communicate with.I am able to scan business cards , and synchronize my phone contact list with nutshell, thereby increasing our lead base.
    I like its support for mobile,and this has made it possible for me to manage sales pipeline, pull up client contacts , and get notification on every deal right from my smartphone.

    Cons

    I will like to be able to rearrange the dashboard ,as there are one or two things on there which creates no value for me and my team.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Julien from TomTom Telematics

    Number of employees: 501-1,000 employees

    July 2018

    Like a lot this software, good alternative to Salesforce, particularly for startups

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    I like the feature that enables you to interact with other team members in your office. You can log different other softwares as you can do with Salesforce. Moreover, it is organized as a social network and is intuitive.

    Cons

    It may be a little bit difficult to use at the beginning but when you understand how it works and how it is organized it is very useful.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Oscar from Spectranet Limited

    Number of employees: 501-1,000 employees

    June 2018

    We close more deals with Nutshell.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Nutshell is a web based customer relationship management program ,and this eliminates the hassle of setting up and maintaining software, which is a weak point of non - web based Legacy CRM programs. Nutshell meets all of our expectation ,and allows for multiple user access ,smartphone access and it is cross platform too.

    Cons

    It has been a bit of a challenge trying to find other programs which can natively be integrate with Nutshell,to improve our sales process.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    June 2018

    Good CRM

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

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

    Cons

    It doesn't have all the possible features you could imagine/desire, but worked well for small business purposes

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kyle from POSIM LLC

    Number of employees: 51-200 employees

    June 2018

    Takes a awhile to learn the basics

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The search feature for existing leads is really good and smart. Adding new leads can be a little confusing for first time users. Importing a list of leads from an EXCEL spreadsheet is a great feature and can save you a-lot of time.

    Cons

    This software has a huge learning curve for first time users and one little mistake can mess up an entire lead. The layout of the software is very busy and can be confusing.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    June 2018

    It gives us more sales!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Great!

    Pros

    so easy to track and view your leads and can always see all the performance report. Can find all possible leads that you can use.

    Cons

    all is good for 1 year of using it, I think this is the best got so far! Thank you nutshellfor your awesome job!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    June 2018

    Great CRM for your business

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    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

    Cons

    Sometimes reporting to an item is a tough work, besides that is a very complete tool that has a lot to offer

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Shawn C. from SharpTheory

    May 2018

    Salesforce too expensive? Here's your solution

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Incredibly full featured CRM that's very easy to use, and it even has a pretty advanced API to allow you to build your own integrations on top of it. The price is a flat price per user per month and is very reasonable, especially as compared to Salesforce and other top tier enterprise CRMs.

    Cons

    I haven't run into any major issues with the software honestly! However, if you are a huge company and in need of a very advanced CRM, there are definitely things that Salesforce will do that Nutshell can't. If you're a small to mid-sized business, Nutshell is great.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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