Nutshell Software


 

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.

 

Nutshell - Activity report
 
  • Nutshell - Activity report
    Activity report
  • Nutshell - Board view
    Board view
  • Nutshell - Dashboard
    Dashboard
  • Nutshell - Sales process
    Sales process
  • Nutshell - Sales report
    Sales report
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

282 Reviews of Nutshell

 

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Software Advice Reviews (16)
More Reviews (266)

Showing 1-16 of 16

Tyler from BizRun LLC
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Nutshell perfect for leads

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Nutshell is a quick setup and easy to use software for organizing leads and tracking your sales funnels.

Cons

There are alot of different filters and reporting options which can be a little overwhelming and something tough to follow

Review Source
 
 

Anthony from Western
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Spectacular 10/10

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I actually like the name.

Pros

Look out SALES the FORCE may be younger, stronger, easier to use, and much less expensive in this young Jedi of a CRM.

Review Source
 
 

Cynthia from Revista
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

New user looking for best way to use Nutshell

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I think this could be a useful CRM if I was able to navigate through it easier with some training, help and time.

Pros

Videos showing different tools that can be used; quick customer help via email; live demo every Tues/Thurs; app for phone

Cons

With the Videos though I am unable to implement those steps on my Nutshell; unable to chat live or speak to someone on the phone, everything is via email; unable to link my contacts; unable to link Constant Contact; unable to link to my outlook to save email conversations with lead; the live demo doesn't show me how to use the other features like sending mass emails that look like individual emails, where to set up tags and how to link those tags to multiple contacts without having to go into each contact.

Review Source
 
 

Cynthia from WCCS
Specialty: Construction
Number of employees: 10,000+ employees Employees number: 10,000+ employees

July 2017

July 2017

Nutshell CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Nutshell CRM has all the tools to make a business more successful. It gives sales reps the opportunity to stay well organized and maintain accurate records on each customer. A great system software every company should use.

Pros

What we like most of using Nutshell is how easy it is to use, it keeps accurate reports and helps us keep track of our overall numbers and helps us keep accurate records of our customers.

 
 

Brett from The Idea Garage
Specialty: Other services

December 2015

December 2015

No more completion issues!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

This is a great alternative to the other very expensive softwares, plus the customer service is really great!

 
 

Bruno from PrestaShop
Specialty: Software / IT

December 2015

December 2015

Simple, Efficient and Brilliant.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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).

Likes Least

Not a lot of features have been added over the past few years, a few key 3rd party integrations are also missing.

Recommendations

- Compare licensing cost
- Evaluate the learning curve cost
- Make sure Nutshell connects with your 3rd parties

 
 

Allen from The Free Lance-Star
Specialty: Media

December 2015

December 2015

Loved Nutshell! It kept us on track. Nuff said

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

Nothing at all comes to mind. They were great to work with and the product fully solved our CRM issues.

Recommendations

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
Specialty: Advertising

December 2015

December 2015

We have been using it for a few months now and it is great!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The dashboard! To be able to go to one place and see everything that I have to do that day is really nice.

Likes Least

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.

Recommendations

Get software that matches the size of your company, not necessarily your end goal.

 
 

Joel from foreUP
Specialty: Software / IT

March 2015

March 2015

Releases updates Regularly

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

Reporting is very weak. You will not know important KPI or deal flow info from this CRM.

Recommendations

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

March 2015

March 2015

My nutshell review

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

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
Specialty: Construction

March 2015

March 2015

Great CRM for large to small groups of users

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

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
Specialty: Energy

March 2015

March 2015

Overall Nutshell is a Great Small Business CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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!

Likes Least

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.

Recommendations

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

March 2015

March 2015

Love, Love, Love Nutshell!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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?)

Likes Least

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.)

Recommendations

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

February 2015

February 2015

Nutshell CRM - based in the United States

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

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.
Specialty: Consulting

November 2014

November 2014

World's Easiest-to-Use CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

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
Specialty: Advertising

October 2014

October 2014

Nutshell is our only sales CRM tool. It manages all of our leads.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like the ease of use best. It is not complicated to learn whatsoever and is very intuitive.

Likes Least

I wish they would come out with an Account Management (i.e. post sale) version!

Recommendations

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.

 
 
 
Showing 1-20 of 266

Renny from Teachlr Organizaciones LMS
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

You'll get as much of nutshell as you invest to it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

The killer feature is the fantastic search feature for your contacts and conversations, is like a central repository for sales data

Cons

All tho the features are very well designed, it could use a little better user interfaces in terms of data diagramnation.

Review Source: Capterra
 

Dakotah from FH Ribbon

May 2018

May 2018

Great!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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

Cons

I would say it's easy to use. But there could be a couple things that are a little hard to follow. Other than that nothing to complain about!

Review Source: Capterra
 

Jacob from PromptCloud
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

A simple, user-friendly CRM that gets the job done

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Managing hundreds of thousands of clients is an easy and simple task with Nutshell. Even if you are new to customer relationship management, the tool makes you feel at home and doesn't intimidate you with any technical issues.

Cons

There are hardly any cons but the features provided can be a bit more comprehensive. Better email integration can be something to work on.

Review Source: Capterra
 


May 2018

May 2018

Nutshell is great for smaller companies

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Nutshell is a good CRM if you are a small company getting started. It doesn't have as much functionality as Salesforce.

Cons

Not the most robust CRM but it fits well for smaller companies who don't need all the features and bells and whistles of other CRMs.

Review Source: Capterra
 

Mike from American Service Industries inc

May 2018

May 2018

If you sell you need

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Nutshell is CRM software which is great for use in selling your services or products and with our company having multiple offices we use it in a couple locations and it works as hoped for

Cons

Setting up software and learning how to best use it as a tool in selling and customer retention takes time but worth it but it does take a learning curve

Review Source: Capterra
 

Mary from Consulting services

April 2018

April 2018

CRM for inside sales teams

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Nutshell is a favorite CrM for a number of the members of our freelance team. It has a great feature that auto populates Prospect data.

Cons

The email tracking and emailing inside nutshell could use some work. It doesn¿t track emails properly

Review Source: Capterra
 

Vicki from Mockup Science Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Great service with amazing support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

It is so simple to keep up with each and every lead and it's simple to create a new lead. The reporting is a little bit simple but effective. The "custom reporting" is basically a big filter that is pretty useful. Most importantly we like the huge individualization potential of Nutshell. It is very easy to import and export data to and from it, which has excellent deduplication tools built in. It is also easy to manipulate data. I also love the customer service team, whenever I have a question they are at my fingertips to solve any problem.

Cons

I never have a problem with Nutshell. All process is really very easy and understandable. Maybe only the web UI needs to be improved, but it still has a "uniqueness" that some may not appreciate. The Android app is nice.

Review Source: GetApp
 


April 2018

April 2018

Interessant but a bit messy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Price is OK. Good to work at many on the same page. Design is pretty cool. The sorting feature is quite advanced

Cons

Functions are nice but sorted in a messy way I think. This software is not as intuitive as it should be

Review Source: Capterra
 

Joanna from 777 Bets
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2018

April 2018

A program that allows you to make more deals

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Very pleased with the ease of use, functionality and value of the product. The Nutshell program is good at providing the information we need and simplifies the writing of notes, compares customer reports, communicates with potential customers and updates information so that we can turn these customers into paid customers. I set up my sales process and manage it, which helps me to be active in my work. Reports of the program save a huge amount of time, and the ability to track sales progress raises the level of work. There is an opportunity to track potential customers and the status of transactions.

Cons

I have no serious complaints. It would be nice if you could add the ability to log in from any device. I would like to be able to call on my phone. And so everything suits me.

Review Source: GetApp
 

Kimbra from Soulcentric LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Nutshell is a fantastic CRM

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

Nutshell is extremely easy to implement and has all the basic features you need. What we like most of using Nutshell is how easy it is to use, it keeps accurate reports and helps us keep track of our overall numbers and helps us keep accurate records of our customers. The service has a lot of integrates with other apps. I really love the integration with calendars and phone app. It allows me to easily keep track of everything. What sales I am working on. What customers I need to contact. And everything is conveniently located to work with ease. Nutshell CRM has all the tools to make a business more successful.

Cons

I would like to see a visual overlay of all my customers on a map. That way when I am planning a trip I don't miss any customers that are off the main roads. Also, I don't like that the email feature cannot handle attachments.

Review Source: GetApp
 


March 2018

March 2018

Makes My Day More Efficient

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

The user interface is great! The previous CRM I used would take forever to find contacts, clients, conversations, etc. I am typically able to find this info in seconds. I can also sync my phone contacts and scan business cards.

Cons

There aren't many cons with this software. They seem to make it better and better with each new release. It's a great product.

Review Source: Capterra
 

Daniel from LifeWay Christian Resources
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

March 2018

March 2018

Easy to use CMS

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

It was an easy to use solution for my team at an affordable price. Salesforce was out of our price range and a bit too complicated for us.

Cons

I liked the notification system, but felt it could be tightened up a bit better. Perhaps better segmenting of notification types?

Review Source: Capterra
 


March 2018

March 2018

Great CRM for smaller companies

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

It's user interface is very neat and clean. It's also easy to follow its format and add /update information.

Cons

Sometimes you can get a bit lost between where you can get information. It can be found in multiple places.

Review Source: Capterra
 

Jaden from Abilene Christian University

February 2018

February 2018

Overall great software for the price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

I like how it does easy it is to use, and if I have any questions there is great customer support waiting to help

Cons

I think it could have more features. It does the very basic of what I need it for, but it would be nice to see more from it

Review Source: Capterra
 

Justin from Diablo Media
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Great solution for salespeople to keep track of leads.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The ability to manage as many client profiles as my sales team can fit into a quarter with ease.

Pros

It's built in notification and notes system allows any salesperson to master their time management and keep a consistent reliable schedule, while maintaining accurate details of each client conversation to allow you to pick up right where you left off with any client.

Cons

It can be a bit glitchy at times, like any software, but to my knowledge it has never lost a single client profile across our entire company, making it reliable despite its flaws.

Review Source: Capterra
 


February 2018

February 2018

Nutshell is a powerful CRM that provides insights and in CRM calling options.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Nutshell offers an all in one CRM, email management, and phone option. This is a great software for inbound sales teams.

Pros

I love the recorded call options built into Nutshell and you can connect it to whatever phone you use for outbound calling. Plus they offer social insights based on company domain and email, which auto populates lead data.

Cons

The email tracking is scant and doesn't track opens accurately, plus the emails sent from the CRM could be enhanced with HTML options. If they offered voicemail drop that would be a major plus!

Review Source: Capterra
 

Alex from Insite Advice

February 2018

February 2018

Very easy-to-use and inexpensive CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

This is a great starter CRM system that has plenty of features for a small to medium-sized sales team. The bcc integration and iphone app work great as well.

Cons

While most of the integrations are good, I wish it integrated better with Active Campaign, which is my marketing automation platform.

Review Source: Capterra
 


February 2018

February 2018

Simple and Effective

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

It is easy to use, great to use with teams and easy for management to track activities of lower level staff.

Cons

I think the software is pretty good. I have little or no issues with this but perhaps it can have more functionality.

Review Source: Capterra
 


December 2017

December 2017

Nutshell makes it super easy to keep track of all my Calls, Emails and notes.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It just really makes keeping track of all your important calls, emails and notes. As well as any pending activities.

Pros

Super easy to use and understand all the functions. From reminders to notes and all this program makes work life super easy and efficient.

Cons

The only issue I have with Nutshell is when you enter a name and the tag "duplicate" pops up. And 99.9 % of the time the name is no where near the same name as the one you entered.

Review Source: Capterra
 

Re nauta from The Unicorn Group

December 2017

December 2017

Hands down the best CRM for mid to multi-million dollar companies.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

This software is intuitive and really gets the job done. If you want to really amass wealth withing your business, you need this software integrated in your company infrastructure.

Cons

The ease of use could be a little better but overall it is the best software you could have if you are in sales.

Review Source: Capterra