I run a global consulting practice with hundreds of corporate clients and thousands of individual relationships that I manage. Nutshell lets me manage it all. It's my dashboard for everything in my company. It's entry-level rate is worth every penny.

I've used Nutshell for three separate businesses that I've run or owned. Each one considered a small to medium-sized business. Nutshell is perfectly suited to us because it's lightweight and easy to learn. It doesn't require an in-house expert on the app (like SalesForce). It's basic feature-set is all I've ever needed, and the support is terrific. Real people at the end of the phone, with fast responses. And, it's made in Michigan! It has a lot of simple customizations that I use; workflow, custom fields, leads, etc.

Integrations are somewhat limited, but still, plenty to work with. I'd like an integration to RingCentral's app. Also, it doesn't' handle subsidiary company relationships well. I've had to create a workaround with tags to help connect them.

It has significantly improved my daily workflow, which has impressed me. The need to more effectively manage our relationships with customers was one of the primary business issues we were attempting to address with this software. We were tracking customer data using spreadsheets prior to Nutshell, which was inefficient and took a lot of time.Since carrying out Nutshell, we've had the option to unify all of our client information in one spot, which has made it a lot more straightforward to deal with our client connections. We can set reminders for follow-ups, automate some of our sales processes, and keep track of all customer communication history using Nutshell's contact management feature. We have increased our overall productivity and saved a lot of time as a result.We've also noticed that Nutshell has helped our team work together better. We can easily share information, assign tasks, and monitor team performance using Nutshell's collaboration tools. We are now better able to work as a team and maintain a higher level of organization as a result of this.I have to say that my overall experience with Nutshell has been very good. The product has assisted us with tackling our business issues by further developing our client relationship the board and group coordinated effort. Nutshell is an excellent CRM system, and I would highly recommend it to anyone.From Spreadsheet Chaos to CRM Bliss with Nutshell

The software surprised me in a pleasant way. It certainly accomplishes the task at hand.Nutshell's contact management feature was one of its many appealing features. To put it another way, who doesn't like having all of their contacts in one place? It's like having your own rolodex, but you don't have to put any effort into organizing it. In addition, having access to all of your communication history with each contact makes it easy to pick up where you left off.The sales automation feature was another Nutshell feature that I really liked. I mean, who doesn't want their sales process to be automated? It's similar to having a small sales assistant who takes care of all your busy work so you can concentrate on more important things.Furthermore, we should not disregard the portable access include. When it comes to managing sales pipeline and contacts while on the go, who wouldn't want that? It's like having a Nutshell in your pocket, ready to help whenever you need it.I have to say that Nutshell was a pretty good experience overall. It certainly makes managing sales and contacts much less monotonous.

The reporting and analytics feature of Nutshell was one feature that bothered me. I love data just as much as anyone else, but sometimes all those graphs and charts can be a little overwhelming. It's similar to trying to read a book written in binary code: it's informative, but not particularly exciting.The customization feature was another thing that I found frustrating. While it's great that Nutshell can be customized to meet your specific requirements, there are times when all the options can be a little overwhelming. It's like getting the keys to a car and finding out you have to build it yourself: it's fun, but it also takes a lot of work.Although Nutshell is a good software in general, there were a few aspects that disappointed me. However, who knows, maybe I'm just being picky.

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

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

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.

Overall, Nutshell is a comprehensive and powerful CRM solution that is ideal for businesses of all sizes.The software provides a wide range of features to manage sales, marketing, and customer service needs in one platform. Nutshell offers a user-friendly interface, excellent integration capabilities with other business applications, and customizable features that enable businesses to tailor the software to their specific needs.

User-Friendly Interface: Nutshell's interface is intuitive and easy to use, making it an ideal choice for businesses of all sizes.Advanced Reporting Capabilities: It offers advanced reporting features that allow users to create custom reports and analyze their sales data in real-time.Customization Options: Users can customize the platform to meet their specific business needs, including custom fields, workflows, and more.Integrations: Nutshell integrates seamlessly with other popular business applications, including G Suite, Microsoft Office, and Zapier.

Limited Mobile App: Nutshell's mobile app is basic and lacks some of the features available on the desktop version of the platform.One potential drawback of Nutshell I feel is its pricing, which may be too steep for some small businesses. The Platform's entry-level plan starts at $19 per user per month, which can add up quickly for companies with multiple employees.The Platform can be slow at times, particularly when handling large amounts of data

Our sales staff was apprehensive at first as there were lots of bells & whistles and a little worn out with the previous jumps from one CRM to the other. But within two weeks everyone fell in love with Nutshell and completely on board significantly contributing to an increased close ratio.

This CRM walks the less experienced sales rep through the entire sales process even recommending when to follow up even suggesting additional steps should be taken to get to the close. Upon close it automatically updates the customer database and the task management features facilitate the onboarding process. It also has a neat "Click-to-Call" feature that calls and optionally records directly from your prospect list providing an excellent sales training vehicle.

We would like to have seen the developers respond more quickly to feature suggestions but as a Sales CRM it is untouchable.

New sales people are able to jump right in with minimal training. Workflows are customizable, and tracking prospect information is a breeze.

Nutshell has been great for our software firm as it grew from a startup to a mid-market company. Nutshell is very similar to us in age, culture, feature philosophy, etc. so I always enjoy interacting with the team. The Support (via chat and email) is excellent and they are always willing to hear new feature ideas and requests. The affordability makes it a great first CRM for new and small businesses.

Importing can sometimes result in a lot of duplicate leads, so data cleanliness becomes a bit of an issue as you grow. Reporting has some room to grow but it's not too bad right now.

Nutshell was easy to setup, personalize and get value from the application. We continue to modify to our needs as Testimonial Tree's SaaS based customer survey, testimonial marketing, online review and reputation management business grows.

We really like the insights we get from their reporting which helps us make decisions about our business. We use it for our sales, new customer on-boarding and retention activities. We've been on the platform for over 3 years and highly recommend them.

We'd like to see them expand their App integrations & Zaps (Zapier) with best of breed solutions.

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.

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.

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.

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

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

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.

It does the job. I’ve tried using other products, both paid and free, and nutshell has been my constant. I probably don’t use all the features but it helps me stay organized.

-Integrated with outlook -new hot list feature -unlimited leads -easy input info

-sending emails from the program are a little spammy -confusing how to create different lists

Consolidated location for prospects and communication history.

We explored a number of CRM solutions and initially selected Insightly after trying to get Tiger CRM working. Insightly functionality was too limiting and consequently was not being used. Our second round of trials lead us to Nutshell, which we have been using for about two years. We found Nutshell to be reasonably robust and easy to use. We have been using it for about two years now. We have about 30,000 contacts and 11,000 companies.

We are now running into some functional issues which we have to address with addons, including Mailjet for email campaigns and Zapier for data transfer. The lack of a quoting interface, manual address entry into Quickbooks, lack of phone integration, and incomplete email integration. With the exception of QB integration, the other functions can be addressed with more addons. By the time we get done adding on the functional holes, the price becomes quite high. The reliance on addons also means that the system becomes unwieldy; a different system, management interface, and subscription for each function. At this time, I don't think there is a good solution for QB integration at all. This may not be significant since QB for Manufacturing is below our needs anyway. Our next step may be to use PostBooks, Xtuple, or some other MRP system that includes CRM. But, those also carry their own management burdens and costs. Nutshell does have a reasonable email interface to send correspondence through our IMAP server, but the markup tags are cumbersome, are error prone, has no CC or BCC field, and the reply emails don't populate under the Nutshell customer(s). Consequently, only half of the conversation is visible. Of all of the above, this is the most significant limitation at this point.

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

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

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.

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.

Ease of use for a small business with a few people doing sales work. We didn't need all of the bells and whistles of Salesforce at the cost of complexity. As of a few years ago, you had plugged most of the holes that we cared about. Since then, new functionality or major new rewrites have either added complexity or relearning with little apparent benefit. I understand the need to do some of this but I hope you don't become Salesforce.

The LinkedIn connection is really important for us. It was a big relief when that came back. Also, the loss of historical record of communication for a Contact when you delete an old email is problematic. We are forced to retain all of these old emails and this can create confusion.