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

329 Reviews of Nutshell

 

Start your review of Nutshell

Click to start
https://www.softwareadvice.com/crm/nutshell-review/
Software Advice Reviews (17)
More Reviews (312)

Showing 1-17 of 17

Nikki from Free agent
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Collaborative and Customizable Platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The Nutshell CRM is available in three pricing options. You can also try its 14-day free trial to test out its features. Affordable ricing for beginners and pro users. Definitely will not break the bank.

Pros

Offers a large list of integrations with popular apps and business systems.Offers system’s functionality with a number of apps such as Google Apps
Google Sheets
Google Contacts
Microsoft Exchange
Twitter
MailChimp
Wufoo
Zapier
Zendesk
Olark
Dropbox
RightSignature
Quote Roller
PandaDoc
Yesware
Google Drive
Box
Kixie
RingCentral
40Nuggets
Zapier
Slack
Gravity Forms
Pure Chat

Cons

Only offered in English as opposed to it's competitors which offer many languages such as English, Chinese, German, Japanese, Spanish, French, Russian, Italian, Dutch, Portuguese, Polish, Turkish, Swedish

Review Source
 
 

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 312

Carlos from 2op Digital
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

Slack-friendly

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 work at a marketing agency and we have been using Slack for years. So we tried lots of apps that work together with Slack. Whenever there was a CRM info we had to know, Nutshell would warn us through Slack.

Cons

Nothing at all. When we switched the platform, we stopped using it.

Review Source: Capterra
 


December 2018

December 2018

Great for storing information

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 great place to store information and track leads. It makes looking at all contacts with an individual from different people very simple.

Cons

I wish that it had more automation capabilities and better integrations with automation

Review Source: Capterra
 

Mahmoud from Vaporstore
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

Good CRM System

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

syncing is very fast , easy to use , very easy to integrate with Google apps .
PS Helpful Customer support

Cons

No Major issues , we got what we wanted

Review Source: Capterra
 


December 2018

December 2018

Very user friendly

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

I am using Nutshell for a number of things, but most of all to organize leads & business opportunities and to automate the follow up process with emails and reminders.

Pros

I love how easy the platform was to set up and navigate. There are tutorials to walk you through the platform and the customer service is outstanding if there is ever something you have questions about.

Cons

I have yet to find anything I dislike about the software.

Review Source: Capterra
 


December 2018

December 2018

Amazing Software

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 has a lot to offer in the customer relationship management (CRM) world. Easy to sync with your existing email accounts, contacts, customer notes, etc. The overall experience with Nutshell has been extremely smooth and everything feels very intuitive.

Cons

I've only been using Nutshell for a few months, but so far I have no gripes. One thing that others have mentioned to me is that the software doesn't have a large array of languages to select from.

Review Source: Capterra
 


December 2018

December 2018

Once you get going it's great!

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

With Nutshell the team has the ability to be across everything, super quick to find customer info.

Cons

I never have a problem with Nutshell, great software for me!

Review Source: Capterra
 

Amanda from Ramey Ranch Non Profit
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Demo version, was great

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

So I had the trial version. Within a month, I was glad how easy it was for me to drop our emails, contacts, notes etc.

Cons

Email glitched out a few times but nothing we couldn't fix on our own

Review Source: Capterra
 


November 2018

November 2018

Interesting to use so far..

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Looks really good and everything felt fairly untuitive

Cons

Early days so not much to say here; looking forward to seeing how it continues to work

Review Source: Capterra
 


November 2018

November 2018

NutShell - Best in class 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

I use it daily for my CRM and will not use anyone else's.

Pros

What is there not to like! Ease of use. Easily integrates with a slew of other software and GMAIL to pull in your records. Follow-up with cards like Trello to follow through on deals. Support - again best in class. Mobile APP ... OMG!

Cons

Really - I have no cons. They actually listen to the community for ideas

Review Source: Capterra
 


November 2018

November 2018

Nutshell is a great mobile CRM

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

I loved the syncing between mobile devices and desktop, makes it a great CRM for on-the-go

Cons

Since it's a lesser known CRM?, some of the features are not as intuitive

Review Source: Capterra
 

Frédérick from RGF inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

a great tool to try

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 easy to navigate on a computer also in mobile version . easy to add and find contact or client.
A great place to build and see our productiveness.

Cons

I don't have a lot of cons about nutshell... maybe the time to tame this program

Review Source: Capterra
 


November 2018

November 2018

Good CRM with limited API Support

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

It covers anything you need from a CRM software / platform.

Cons

The official API is very very limited. They published their JSON-RPC APIs but the documentation and the functionality are not good. It's barely usable.

Review Source: Capterra
 

Brian from Testimonial Tree
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

We really like the insights we get from their reporting which helps us make decisions about our busi

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 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.

Pros

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.

Cons

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

Review Source: Capterra
 

Bill from International Thought Leader Network
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Great Feature-set Without Complexity

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

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.

Pros

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.

Cons

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.

Review Source: Capterra
 


October 2018

October 2018

Nutshell review

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

It's a good CRM system; overall integrations are good and sufficient to provide an easy automation of tasks once grouped the different type of users

Cons

Multilanguage options are limited, it could be useful to expand it as not all our team members are fluent in English

Review Source: Capterra
 

Ann from Michael MacDonald Financial Management
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Nutshell

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

This was a trial basis and it gave us the chance to work with the system to see if it was a good fit for us. We are a small enterprise so for time management areas it would be well used.

Pros

That there are no caps for maintaining files and you basically pay as you go, which works well depending on your firm's requirements.

Cons

In using this on a trial basis there were no truly glaring items that would appear as cons.

Review Source: Capterra
 


October 2018

October 2018

Everything in a Nutshell

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Friend of mine has a small website and wanted something to help with the customers, Nutshell did the job and it did it great. Implementation was fast and painless, integration with Google Apps was a great surprise.

Cons

What bothered me when helping my friend set this up was the search function - as if the algorithm was simply ignoring the queries. Also UI could use an improvement.

Review Source: Capterra
 


October 2018

October 2018

Wonderful and Affordable CRM

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Personally, the best part about Nutshell is the price. You can't beat their price for such a powerful CRM, even at the PRO level pricing. Nutshell is easy to use, making it very easy to implement inside a sales team.

Cons

While the UI is pretty easy to use, navigating from one section to the other can be lengthy. Some of the UI design could be updated. Over all did not affect usability.

Review Source: Capterra
 

Sahil from Hdfc bank
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

October 2018

October 2018

Nutshell is one of the best CRM I have ever used

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 gives you a good experience and it doesn't let you down even if it has some cons. One can't say its not a good deal.

Pros

Nutshell allows me to easily keep track of everything like which sales I am working on and which customer i need to call.
User interface is very impressive, colorful and easily nevigable.
It also has a very good and reasonable price.

Cons

Its functions are actually nice but sorted in a messive way.
And I also really hate the search part of this tool because it rarely finds me what I need.

Review Source: Capterra
 


October 2018

October 2018

Nutshell makes Lead Management Easy

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

I truly enjoy my overall experience with nutshell. I certainly have less notes and piles of papers on my desk that is for sure.

Pros

I enjoyed the layout and how easy it was to organize the company leads. I also like that there is a calander with notifications to remind you to follow up with that lead.

Cons

being forced into different stages that were incomplete.

Review Source: Capterra