All Nutshell Reviews

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Jean Marie

Information Technology and Services, 2 - 10 employees

Used less than 6 months

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

OVERALL RATING:

5

Reviewed January 2022

Perfect solution for startups

User Profile

Greg

Verified reviewer

Computer Software, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2021

Nutshell VS Act

PROS

I was an ACT user for 10+ years and when they went to an cloud solution the product because so slow and crappy I had to make a switch. Testes and used many programs and landed on Nutshell. Great product & great support!

CONS

The process of a lead and a person a little confusing at 1st.

Reasons for switching to Nutshell

Act became to slow when it moved to the cloud

Andrew

Computer Software, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2023

Best Value for the Money; Don't Have to Sacrifice Much; Perfect for small up to medium size co.

I've used Nutshell for 10+ years and I've also got three of my consulting clients to start using it. Everyone is very happy. The biggest challenge is not getting people to use Nutshell, it's getting people to use a CRM at all. It's getting them to stop their chaotic disorganized habits and come together to bring all our critical information into one place. We also just started using it for sales tracking and license renewals and it's turning out to be very functional and flexible for that too.

PROS

Easy and simple to set up and maintain. Very powerful and effective in turning our chaotic spreadsheets and inconsistent behaviors into a well-oiled machine.

CONS

Some of the UI details are not intuitive. We would like more robust forms for capturing leads and customer intent.

Reason for choosing Nutshell

Nutshell was superior for the money and seemed to have all the tools we needed. Hubspot was much more expensive and seemed much harder to use. We didn't need all the bells and whistles which just made it harder to use.

nicole

Accounting, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed May 2017

I don't use a lot of the features, I just simply write notes about customers.

It stores information about my clients. (Though it's not easy to get or use that information later on.)

PROS

I like that's it's web based, and that it can store information about my clients. That's really about it.

CONS

I dislike very much that I cannot search using CTRL + F for stuff on a clients page. I'll have a lot to look though and I'll want to search for a specific word, say "lunch" or "meeting." I cannot search for these words. Instead it just pulls up the search bar for people. Very unuseful for a CRM.... I really hate that when I do search, it rarely finds me what I need, and almost never quickly. It's difficult to find phone numbers, if I search someone's name, it'll pull up everyone's not CLOSE to what I'm search for, but somehow not the specific person.... My daily tasks somehow get clogged by what is in the leads... perhaps there's a way around this, but I haven't found it yet. I can't really rely on tasks or to-dos with Nutshell, so I use Trello for that. I can mostly use Nutshell for just storing stuff about my clients, and even then finding that information months later is not very easy, frustrating and not very helpful.

Vendor Response

Hi Nicole, Thank you for your feedback and for sharing your frustrations about search. I have added this info to my product list and we will discuss it internally. We appreciate you being a Nutshell customer. Amanda

Replied May 2017

Paul

Building Materials, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2023

Nutshell has been a gamechanger!

PROS

We absolutely love being able to have an all in one place customer and production tracker. From the time a prospect writes in, through years after they have purchased and Installed their building we have everything at our fingertips.

CONS

We just wish that emails still went into the customer's leads, and tasks could be auto assigned after it is "won" the project isn't done..

Reason for choosing Nutshell

Price and customer service were the biggest driving factors in our decision to choose and stay with Nutshell!

Rashid

Management Consulting, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed June 2022

Nutshell product review

I have used a number of different systems including Zoho, Hubspot, Pipedrive. I like Nutshell's flexibility and ease of use.

PROS

Tags - are the most used feature - so I can easily segment lists. The ability to sort with multiple tags. Easy importing from a spreadsheet.

CONS

Having to add a tag into the system BEFORE uploading a contact spreadsheet. If the tag doesn't already exist - the import fails. Which is an extra step and a waste of time.

Reason for choosing Nutshell

Price and ease of use. Pipedrive misses a number of features like Tags

Reasons for switching to Nutshell

Highrise was no longer in development - or being supported.

Thomas

Apparel & Fashion, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

Nutshell gives our business the power to grow in a controlled way.

PROS

Gmail integration. Easy to set up and easy to stay on top of.

CONS

There is nothing I dislike. I did give feedback for improvements and these were listened to and implemented.

Reason for choosing Nutshell

Easy to use. The core functionality as a CRM is close to perfect for us.

Conner

Industrial Automation, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed August 2023

Nutshell in a Nutshell

overall we have see an increase to our responses on email marketing

PROS

the product is easy to use. i like the ability to create multiple email campaigns in a little amount of time

CONS

I wish some of the design areas could be more detailed/ more features

Reason for choosing Nutshell

the usability, and data seemed to be more accurate

User Profile

Aman Preet

Verified reviewer

Biotechnology, 10,000+ employees

Used monthly for less than 12 months

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

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed February 2023

Pros and cons of Nutshell

Overall experience has been fine and easy going with Nutshell as it provides everything that we required from requirements stand point also mainly about sales pipeline management functionality.

PROS

The most useful feature of Nutshell is the sales pipeline management where it managed every complex and monotonous stage of sales that in turn also provide analytics and reporting functionality for research purpose and presentation for the stakeholders.

CONS

When it comes to documents storage then there are lot of improvement required as the platform involved in holding the document is fishy and complex to deal with.

Reason for choosing Nutshell

Doesn't matched with the current requirements and current budgets that could have passed from the audit team

Reasons for switching to Nutshell

Doesn't matched with the current requirements and current budgets that could have passed from the audit team

Jean-Marie

Information Technology and Services, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2021

Perfect solution for startups

Everything was really great. From the sales, through deployment, and ongoing support.

PROS

Ease of use, easy integration, great customer support, easy to learn and solid documentation, and many more.

CONS

Some features need improvement or expansion but our rep told us all the ones we asked about are already in their production queue.

Reason for choosing Nutshell

We reviewed all the major CRM solutions on the market. Nutshell simply fitted our needs the best and was easiest to deploy, migrate to, and mantain.

Reasons for switching to Nutshell

Needed something more flexible and adapted to our needs and environment. As a startup, we can't afford to have someone sit on top of our CRM the entire time.

User Profile

Joe

Verified reviewer

Hospitality, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2023

Happy with product

Happy with overall experience. Would definitely recommend as it saves a lot of time and generates a positive ROI.

PROS

Relatively easy to use and automated features are very useful. Got several large orders as a result of my email campaigns. Worth the money.

CONS

Would like some new templates. Selection seems rather limted.

Mark

Management Consulting, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2017

I've used CRM software on Mac, PC, & midrange IBM systems. Nutshell is at the top of the heap.

It's CRM that actually is liked and used!

PROS

Easy and flexible setup; consistently clear design. Can use basic functions without tripping over the advanced ones, and can gradually add feature/function for a smooth transition from beginner to power user. I also like the way you have color-keyed the function buttons to the main color on functional screens. A nice visual orientation cue!

CONS

I worked full-time in the design profession for 17 years, so this is a 'studied' critique: There is a lot of market pressure for tech products to follow design trends. Unfortunately, design trends often are based on designers designing for other designers -- which tends to leave certain kinds of user needs out in the cold. One of the most common of these 'orphaned' needs is the need for contrast and clarity. Nutshell's UI gets high marks in my book for uncluttered design and common-sense functionality. But as people get older, it gradually becomes harder to distinguish low-contrast elements in a design. Contrast (and color, of course) also can be used (and is used to a degree in Nutshell) to 'lead the eye to where the action is. ' My suggestions for improving the main user screen are these: 1) Search Everything is, by definition, a key feature -- it should have a STRONG presence, instead of looking almost greyed-out. 2) Use bolder and slightly larger text throughout. To a degree, weight and size will compensate for lack of contrast -- and without cluttering the layout.

Vendor Response

Hi Mark! Thanks for taking the time to give us some feedback. We appreciate the positive review and will pass along the feedback to our design team. Thanks for being part of the Nutshell community. Amanda

Replied May 2017

John

Hospital & Health Care, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2021

Everything your business needs in a Nutshell!

Nutshell has proved to be a great tool for managing our customers along with our sales efforts. Having one centralized tool for each team has made transitions, upsells, and growth very simple and organic within our organization. Our Account Executives have been able to stay apprised to all that is happening with their accounts and thus enabling them to ensure their needs are being met and that opportunities for new products are being presented. This product keeps you accountable to your most valuable resource, your customers.

PROS

My favorite thing about this software was its mobile interface through the iOS app. Having your CRM in the palm of your hand proved to be incredibly powerful for me. My role is inside sales and account management thus this tool was mostly used while traveling and in route to meet with clients. It was a huge leg up in my ability to prepare, research and plan on the go. Absolutely love it. All of my most important data in a very easy to access format.

CONS

The application was great to catalog your inbound contacts through integrations with Gmail. One thing I did not like was that I encountered quite a bit of duplication. It resulted in some manual management of my data to ensure my accounts remained clean and that duplication did not occur and or was reconciled. The system was great to pick up all of this data and to store it but it does need to be something that you keep tabs on and are accountable to manage on a regular cadence.

Sara

Computer Software, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed October 2023

I used to sell CRM and Nutshell is a fantastic value with great features

Our team is extremely happy with Nutshell. I sold CRM for 6 years before coming to this company and right before using Nutshell. I have been pleasantly surprised by the platform. I have used Sales Force and many other CRMS that can be overkill in features and size for a small team. We are 60 employee company with only a handful of users in Nutshell. For a small team, this tool has been perfect for us.

PROS

I love the ease of use. Intuitive UI. They launch new features and improve existing ones.

CONS

It has been really difficult to manage duplicates. Lots of dups are created instead of updated. Dups are also suggested when they are no where close to being the same.

Reasons for switching to Nutshell

The paid version of Hubspot was more then what we needed and quite more expensive then Nutshell. Hubspot has tried to get us back but we are extremely satisfied with Nutshell, the feature set and the pricing. Hubspot told us they could not compete.

Stacey

Fund-Raising, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2022

Nutshell's CRM: A Small Business Lifeline

I didn't have a business process until I started working with Nutshell. I had a pile of handwritten notes on my desk calendar and loads of sticky notes on the perimeter of my monitor. Learning my way around a CRM for the first time was intimidating, yet I was able to talk with actual humans when I got stuck, and watch tutorial videos that explained what I wanted to learn. I now put everything I need to know about a client into Nutshell, trusting the process and grateful for the customization and flexibility as my company grows.

PROS

It's designed for super easy customization for what I do, and I lean hard on this feature! I also love how the Dashboard feature is set up, allowing me to see at a glance which activities should be tackled each day, and when I've scheduled future to-dos. Nutshell's approach feels like 'the little guy' was thoughtfully considered--and that's me!

CONS

I have a tough time with my leads fields frequently reverting back to the default setting that shows all fields, not just the 4 custom ones I've created. This is more of a tech issue, not really a dislike of Nutshell in general.

Tiffany

Management Consulting, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2021

Pleased with Nutshell

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

PROS

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

CONS

It is very easy to self-build an inefficient architecture. Data uploads can be catastrophic if not done correctly. I think more training on set up, warnings issued at set up and common pitfalls at set up would avoid harmful bulk uploads making irreversible upload mistakes.

Reasons for switching to Nutshell

not sure. wasn't here at the time.

Joshua

Legal Services, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed May 2017

Look forward daily toward using nutshell, since I've been able to make it work for me successfully!

many successful placements!

PROS

First and foremost, nutshell has a #1 Customer Service Team! This, in my opinion, is the sole driving force toward effective sales on the part of its users, regardless of the platform/system being used. Then I would add a few other benefits; 1. lead page shows important info all at one glance, 2. availability to search everything (albeit, excluding info logged in the activities section by each individual user), 3. fast input of info when saving info, and many other specific features you've built into the nutshell system.

CONS

why not build an automatic clock, showing the time the caller is calling into lead location, maybe next to a number lead. additionally, you would raise the value of your product substantially if you were to build a functionality that allowed a search of the words in the activities (message) section of your lead page. this would allow users an ability to quickly zero in on valuable leads based on previous messages noted. just think when users leave or when their leads are reassigned to different users, how valuable a tool that would be to follow up on hot leads that need to be brought to a close.

Daniel

Construction, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed May 2017

User friendly product that has helped our company grow and transcend our industry.

Nutshell allows a very small company like ours to manage all of our leads and clients in a manner that would be quite challenging without the software. We are a very unique business in a niche industry and Nutshell adapts very well to our needs.

PROS

It is pretty easy to get up to speed with the software which has been a nice feature for our organization as we've had multiple people needing to use Nutshell...the reporting and tags have been really helpful..I run a lot of custom reports and using the tag feature on a daily basis.

CONS

It has been challenging to be able to connect with support staff about a technical issue. About a year ago, I really enjoyed being able to message with support staff if I had a question..now it seems like I have to wait a day or two for an automated email reply with some links to some possibly related topics of interest.. my questions can be fairly technical and multi-faceted where either use of messaging or simply talking to another human would be more beneficial.

Clay

Mechanical or Industrial Engineering, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

2

Reviewed August 2023

Nutshell at a glance

Overall it is a minimal way to organize clients and priorities. I would prefer that the software handle more of my work such as Quotation, Commercial invoicing, some Accounting, Payment tracking, Request payment reminders for partial payments. I am interested in starting my own office and rebuilding Nutshell system to suit my needs. 281-799-0158 Clay Estrada

PROS

Customer information storage, Lead priority organization. I like that I can get on any computer when out of the office and the screen looks exactly as at my desk.

CONS

Slow recall for data, Search feature often does not find client easily. I feel that the system was never set up properly by our team. I am certain that we are nut using the best of the software's capability.

Matthew

Computer Software, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2017

Nutshell has been a necessity for our business.

Organization across sales, support, and billing.

PROS

The Dashboard is amazing for keeping up to date on the happenings in Sales. I also really appreciate the Wallboard(summary of sales that month) as we google cast it to your TV in our kitchen. The sales process functionality ensures all leads go through a standard sales process. Really good stuff. We're really glad to have supported Nutshell all these years.

CONS

SaaS support. I'm still not able to find CRM software that is geared towards SaaS companies. Seeing as Nutshell is a SaaS company I'm surprised they haven't added support for this yet. Once a lead is marked as one, you can't have steps in the sales process (mail a welcome package, follow-up after 2 weeks, 1 month, ask for an online review ;P) You have to manually create these tasks. Instead we've had to utilize Zapier to add a task to Asana for this. I wish we could do it all in Nutshell.

Shayne

Construction, 51-200 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed January 2021

Good, but could use improvement

I'd say my experience overall is good. I like how simple it is to create things. They all link together smoothly. My experience with other CRM programs is that they over complicate things with too many layers. Nutshell just keeps it simple and give me what I need. It could use a few more ways of spitting out information, but as far as keeping all my information in one spot it's quite good at it. I would suggest the product for a company that needs a CRM for information tracking. I think when it comes to an organization that needs a deeper data dig, Nutshell will not be the solution for them.

PROS

It's easy to use and task tracking is simple. It helps me understand at a glance what I need to accomplish in a day. Entering data is quick, and this part of the program is quite intuitive. Customer support is really good. You're speaking with a human instead of a robot.

CONS

Reporting is quite lacking. Trying to understand data trends in some cases requires the creation of multiple reports instead of compiling it into one. It often times asks about duplicates. I'm not sure how it recognizes them, but they're often not similar at all. Understanding interactions between an account is quite tiresome. It tracks all of the data into one place and requires some digging to determine what is relevant to the lead, contact, or company. It's all in the same place instead of into multiple swim lanes. It some times feels like you're asking it for information regarding one thing and it dumps every single interaction that may or may not include that lead/account/contact.

Michelle

Construction, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2017

I set everything up, make any adjustments, and train our end users

Easy to track our contacts and sales leads. Great tool for management.

PROS

I really like the ease of use. It's very simplistic but a lot can be done with it. The program is pretty user friendly. Each user is able to customize their own views. Also, the customer service has been great. Not only are they quick to respond, but it's nice to know they take their users' suggestions and implement them if they are an improvement to the product.

CONS

Probably my one complaint would be that if you choose 'phone number' as one of your columns to display, it chooses the first number under that profile which could be a fax number or mobile number and then the display simply shows up as 'phone number'. It would be nice to be able to choose to show the different kinds of phone numbers.

Vendor Response

Hi Michelle, Thank you for your comments. We do take our customers' feedback very seriously - as we are here to help you all! To address the phone number issue you mentioned; you are able to appoint which phone number is displayed in the list view. If there are multiple numbers associated with the contact, simply star the one you wish to be the default. If you have trouble with this, please contact our support team who will be happy to help you! Best, Asya

Replied May 2017

Stephen

Internet, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed May 2017

On par with the rest

CRM...

PROS

Interface is fairly clean. Price is reasonable. Kind staff. Good Midwestern folk are a nice break from Silicon Valley types. Attempt to be progressive is appreciated.

CONS

Missing obvious reports like a weighted pipeline. Customization with reports is limited. Integration with Google and Mailchimp in particular feels lighter than what would be ideal. Built-in mail campaigns lack quality formatting options and attachments. Support is very slow to respond. I've watched the service get worse over time.

Vendor Response

Hi Stephen, We appreciate you taking the time to provide us feedback. We are working on the items you mention below. I am responsible for integrations and will tackle getting more Mailchimp functionality embedded into Nutshell. Attachments are on the way and we will continue to work on making Nutshell more robust. Thank you for being part of the Nutshell community.

Replied May 2017

Pamela

Real Estate, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2023

Advantages of Using Nutshell CRM

It has been a game changer. To be able to pull up past communications, my customers are always impressed with my personal touch and memory!!!!

PROS

Nutshell allows you to centralize and organize your customer and prospect data, making it easy to access important information about your contacts, such as their communication history, interactions, and preferences.

CONS

Data input - the at one time you were able to automatically input Realtor addresses after initial input of their office address.

Reason for choosing Nutshell

extremely functional and access to help

Laurel

Construction, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2021

Helpful Software

PROS

It is incredibly helpful to have so many features within one program. Nutshell is helpful to almost everyone on our team! With a quick search, the team can find contact information and see where the conversation left off. I love that there is a PandaDoc extension to help send documents in an organized & prompt manner! Reports are easy to generate and there are so many resources to help answer your questions. The provided training videos are clear & give good direction. Customer service representatives are knowledgable, kind, and personable.

CONS

Duplicates are easy to create, however the software makes up for this by creating an alert and suggesting that the information may already be in the system.

Showing 1 - 25 of 440 Reviews