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!

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

Excellent. They are reachable, option to suggestion, and over the 4 years I have used it they have added many of the features I have asked for; as I'm sure I wasn't the only one requesting them. This demonstrates a company that listens to it's users.

I was tasked with finding a CRM and did extensive research. I chose Nutshell and have never looked back. This CRM is super user friendly and easy to train sales people who are usually up and running within 30 minutes. This is NOT Salesforce - no degree required to use it! lolI love Nutshell so much, that I recommend it to my other customers who retain me to manage their marketing. I have over 6 customers using Nutshell and they are all happy with the product!

There are a few features I would like to see added... when "starring" the main contact within the company filed- that information should bleed through to the lead, or at least have the same option available within the lead. That same "starred" contact should move to the 1st place in the contact list.

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

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

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.

It's super easy to use. Anytime I get calls in the service area, I'm able to check status by notes in Nutshell.

I don't have anything I least liked about Nutshell. Nutshell provides everything that I need.

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.

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.

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

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.

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..

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

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

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.

I searched and spent a lot of time looking for the best crm to suit what we needed. Realising along the way that no crm software would ever suit what your specific needs are. That said Nutshell fulfills 95%of what we need as we adapted our processes to suit. Having spent only 2 days learning and implementing g the crm it was fully usable and powerful meeting our needs.

Easy to get to grips with and implement. Not over complicated and very flexible to adapt to your way of working.Customer support very responsive.Being able to design multiple pipelines is brilliant.

Web analytics could be more detailed but need to explore more.

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

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

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

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.

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.

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.

It's CRM that actually is liked and used!

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!

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.

At first, I thought it was "clunky" but over time, and some super cool changes have actually helped me be MORE detailed. I would like to be able to run reports on customers, Not on sales necessarily...But on simple account activity.

I can dump tons of data into the CRM, which I do for each customer. If I work on something that ends up going to anther salesperson, I can already have TDS and SDS information. Visit notes, I can make changes to contacts within a customer in seconds. The world changes quickly, and Nutshell lets me change with it.

Leads is convoluted. Each sales person does things differently. For example. I sell Industrial. Many times my sales cycle can be two years long. I have trials and approvals to get from Engineers, Maintenance staff, and sometimes plant managers. Where a Fuel sales guy just quotes total gallons at a certain price, my job is highly detailed, constantly changes, So my leads don't fit into Nutshell very well at all. I struggle with the leads funnel. (It makes me look inefficient) I do not like the sales portion of Nutshell at all.

I like that it holds all the information for my accounts and that I can set reminders for phone calls.

I wish everything on the lead for a shop page showed up on the store page, i'm always having to flip from page to page to get a name and it seems redundant and time consuming to re input that information everytime I start a new lead when I just put it on the store page. Same with logged activities, I often have an activity on an account and then I have to put one on the lead I wish the activity showed up on both. For my use all calls are for the same purpose and it doesn't make sense to have two places to put independent activities. This creates a sense of Deja Vu or worse I call someone a second time and don't realize until they pick up which hurts my cause. I don't like that I have to assign a time to a phone call, my days are hectic and I can't keep to a strict schedule so things slip into unlogged activities and go missed and my day seems way more hectic than it is. I wish it was just a daily list so I could let my day evolve, I also do CS and warranty at my job so this time stamp constantly makes me feel behind the gun and I spend a lot of time just updated and re-organizing nutshell, time that I should be spending selling.

Better tracking of our forecast and contacts.

UI is getting much better in general, and the software has always been quite reliable (rarely down or broken).

1. Can't duplicate leads (we have customers that renew annually - I have to create new leads with all of the information each time) 2. Can't type an actual date in (must pick it) - every time I create a new lead for an annual subscription in the future, I have to click 12 times to get to the right month. Doing this for 20-30 leads makes my hand want to fall off 3. Hard to add future subscription leads - if we sell a monthly subscription for our product, we have to manually create 12 leads each year. Very time-consuming. 4. Editing contacts should be possible in-line. You can add emails/phone, but changing title and other items require you to leave the lead and go to the full contact form. 5. I preferred the older 'create lead' form which was the full page. The new one is less productive because you have to fill it out, then go the full page version and finish all of the items that were missing in the pop-up version. 6. Pro version cost. We don't need anything from Pro except the funnel report for only one user. To get that it would require all users going pro and increasing our cost by 4x which isn't possible.

Since we were using Pipedrive for Intake and sales. We used Nutshell for opreational managemennt which was also comparable tot he activities fo inside sales. It was fun, intuitive, easy to use.

It is similar to Pipedrive but has more features specific and beneficial.

We could not do task lists that were shared.

We love process management with Nutshell. It helps with our initial sales/setup process, and is very customizable. Nutshell is also fairly logical in its approach to content and is visually appealing.

We find it is a little too oriented towards "pure" sales teams (we have mixed teams with product, customer service, sales, etc all done by the same groups of people). Mostly, though, we find there are really small but highly irritating bugs or issues. For example, If I start typing a reply to a message that shows up in Nutshell and then click to show more details on the original message, my reply disappears. Another example is that we also see some messiness in how to-dos are handled they show up in my list to-do list even though the step isn't active, or they persist after the lead is closed. Email notifications are spotty or not ideally timed. I provided feedback on this some time ago, but I don't think correcting that is particularly high on the improvements list. A third example is that we work with a number of businesses that have different regional units Nutshell has no support for this, so it is hard to keep our companies list clean. We have lots of duplicate companies.

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. In the two months of implimentation already seen a growth in sales and productivity. Including our first ever RFQ from our website.

Ease of use, backed up by powerful tools. Tracks your calls and even can be set to remind you to contact customers that you haven't talked to in a while. Favorite part is the Keep in touch. It plans my day and my call backs flawlessly.

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. Will give me a visual to help plan. Or some way to plan a road trip and Nutshell will show me all the customers I should contact on the way and plan route. Which can be transferred over to gps software like enroute.

Seeing activities of sales people and success of campaigns

Lead tracking and value of leads. Notification of wins. The reporting oand tracking of activities. I like to set activities up as different campaign. It is great for tracking the success of different sales campaign.

The App!!! Can't move a lead along the stages using Android. And you need to schedule an activity instead of logging an activity. The idea of logging is an activity is log what you just did. It is great on the desk top version. But on the App, the user finishes a cold call ..hops into their car and needs to schedule the activity the log it! I have complained about this for years. Nutshell team does not seem to understand how on road sales reps work. Very frustrating!

For some one new to CRM, Nutshell can be a good place to start.

CRM pipeline management, Contact management and lead form are my favourites. I used their lead forms in my website to easily collect the contact details. Email sequencing is my most used feature.

I dont use their email marketing tool much.

Setting up and importing our current customer information was easy. Once you wrap your head around the Nutshell way of doing things, you can easily manage a large database of customers.

Nutshell does not integrate easily with WooCommerce which leads to using third-party plugins that are limited due to NutShell API.

Nutshell has a reasonably simple interface to use. There has been enough ability to customise the platform to get it to show some of the data/reporting information I needed.

The new reporting format is a really poor user experience, putting irrelevant information front and center and making it harder to access the custom set-ups I need to make Nutshell work for me. I had high hopes that Nutshell would continue to improve from its base, however, I haven't seen any signs of a good update to the platform in the last 6-12 months. We are now in the process of evaluating other platforms to move away from Nutshell. Missing major functionality to make it useful.

Simple to use, easy to navigate, effective

Our company lives in Nutshell daily. We do majority of our reporting from this platform and it is very simple to use and onboard new employees. These are the most common tools that we are using it for. Pipeline management, activity reporting, bookings/sales tracking, trip planning/mapping, scheduling follow-ups, and email campaigns. Once we realized all the capabilities it had to offer, it became the staple of our business.

I wish that we could incorporate it with some of the other tools that we use. We recently started using a platform called "Sales OS" and it allows you to connect your CRM to it but Nutshell isn't a compatible option.

CRM...

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.

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.

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!!!!

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.

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