Nutshell Software

4.20 / 5 (357) FrontRunners

Our advisors have recommended this product 6 times in the last 30 days

About Nutshell

Nutshell is a sneaky powerful cloud-based CRM and sales automation tool for small businesses. The Nutshell platform offers sales process and collaboration tools, email sync with Gmail and Outlook, fully customizable reporting, and a flexible UI that can fit nearly any sales model.

Nutshell is designed to be implemented in a single day and offers a range of integrations with leading business tools like Google Apps, Constant Contact, Mailchimp, Intercom, Unbounce, Slack, and Zendesk. The application offers contact management and sales force automation applications with a range of personal email automation and tracking, task management, note-taking, pipeline management, forecasting, and reporting modules, in addition to basic customer service capabilities such a...


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Supported Operating System(s):

Web browser (OS agnostic)

357 Reviews of Nutshell

Average User Ratings

Overall

4.20 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(144)

144

4 stars

(152)

152

3 stars

(49)

49

2 stars

(10)

10

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 357 results

March 2020

Marilyn from ExpensePoint

Verified Reviewer

Company Size: 11-50 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2020

Bang for your Buck

Great! It helps the team stay on track whether it's sales or implementation.

Pros

Reporting and filtering reports. Keeping a track record of our leads.

Cons

Have to move over to pro to get more then one sales process. Pro is so expensive.

Reasons for Choosing Nutshell

Price, others had better functionality but this Nutshell had enough 2 years ago to get us going. It has really come into it's own and now has way more.

Reasons for Switching to Nutshell

So complicated we weren't using any functionality

October 2019

Madalynn from Fast Company NV

Company Size: 11-50 employees

Industry: Marketing and Advertising

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2019

An Elegant Yet Powerful CRM

We are now better organized with our sales process and are more collaborative. This allows us to keep our important information in one place that is easy to use and work as a team to get things done!

Pros

I love the filtering ability with our companies and people lists. It allows us to really drill down and get the exact metrics we want. We are better able to see a lot of information at a glance in a dynamic way.

Cons

I would love more options when emailing groups of people in the system. Currently, I need to only use templates when emailing groups and I would like to be able to type out the email in one shot instead.

Reasons for Choosing Nutshell

A lot of the other systems seemed overly complicated to use, we had a relatively short onboarding period to get our people trained quickly. The price point for the number of features was the best and most sustainable for our company. And we feel like we can grow with Nutshell.

Reasons for Switching to Nutshell

We realized we did not need a ticketing software but something more like a CRM, in looking over a lot of options this was the best price point and the best fit for what we needed.

January 2021

Greg from Launch Cart

Verified Reviewer

Company Size: 11-50 employees

Industry: Computer Software

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

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

May 2017

Prescott from 300 Below, Inc.

Company Size: 11-50 employees

Industry: Mining & Metals

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

May 2017

leads don't allow you to easily sell services, only products. After sale service is hindered.

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

Pros

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

Cons

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.

January 2021

Jean-Marie from Eusoh, Inc

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

Reasons 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.