Nutshell Software

4.20 / 5 (347) FrontRunners

Our advisors have recommended this product 24 times in the last 30 days

About Nutshell

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...


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Supported Operating System(s):

Web browser (OS agnostic)

347 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

(140)

140

4 stars

(147)

147

3 stars

(48)

48

2 stars

(10)

10

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 347 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.

November 2018

Bill from International Thought Leader Network

Verified Reviewer

Company Size: 2-10 employees

Industry: Management Consulting

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

November 2018

Great Feature-set Without Complexity

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.

May 2017

Prescott from 300 Below, Inc.

Verified Reviewer

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.

November 2017

Steven from Bloomerang

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

November 2017

Fantastic small/medium-sized-biz CRM

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

Pros

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.

Cons

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.

January 2020

Jerome from Quality Digital Solutions

Verified Reviewer

Company Size: 2-10 employees

Industry: Wholesale

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Functionality

5.0

January 2020

Very helpful tool!

Losing track of where we are with customers/venders/sales in general was killing our company. With using Nutshell we have been able to get our sales team on track. Our sales team has a good comfort zone with Nutshell Our experience with Nutshell has been very positive and was easy to implement!!

Pros

What I like most about Nutshell is the ease of use. From a sales team with varied computer skills (beginner to programmers) We can all be on the same page. Which is to stay involved with our customers.

Cons

The raw, raw when you get a sale.... Don't know that it is needed for an older sales staff.

Reasons for Choosing Nutshell

Ease of use, buy in from staff.