Nutshell Pros and Cons

Nutshell is an easy and affordable CRM. Being Web-based, it's easy to get up and running. The dashboard has a clean interface that enables you to manage your tasks quickly and effectively.

What I like: The support is first-class. Should you have a question or need training, the team is readily available and very knowledgeable. You can customize Nutshell to really drill down on what’s important for your business. We personally use it to track leads from when they arrive to when they are closed. The pipeline allows you instantly check on the status and follow up as necessary.

The email integration is top-notch. From Nutshell, you can easily communicate with leads and just as effectively, log the communication.

From start to finish, Nutshell provides the tools to effectively manage your CRM/Pipeline on a daily basis.

Whereas many CRMs require an extreme investment of time and resources (and money), Nutshell is a versatile tool at a significantly lower pricepoint. It's ease of use makes the process of implementation and adaptation much more digestable. Review collected by and hosted on G2.com.

It takes time to learn, like any CRM, but the learning curve is significatnly less than most CRMs, which I have used in the past. Review collected by and hosted on G2.com.

I like the overall layout of Nutshell. It is easy to operate and for my marketing needs there seems to be a lot I can do. Your support team, for us Andy, is awesome and very attentive. Review collected by and hosted on G2.com.

Getting our DNS setup has been terrible! We can't seem to do it unless we switch our website and you don't integrate with much so it makes us have to pay premium prices for services that aren't great just so we can justify working with you, so I guess ease of integration needs work. Review collected by and hosted on G2.com.

First, the conversion from SalesForce was fast and free. The Nutshell fees are about 20-25% of what we were paying on SalesForce. Nutshell keeps me logged in, whereas SalesForce kicked me out often, and implemented an onerous login process. Nutshell is very easy to use and is intuitive. Customer support is great. We run our business on Nutshell and love it. Review collected by and hosted on G2.com.

I see no major downsides in using Nutshell, The only improvement that I would like to see is for tasks to "roll up" from all individuals to the company level. That way, you could look at the company and see all of the activities that you need to work on. Review collected by and hosted on G2.com.

I love the support available through articles. Our specialist has taken extra care to make sure we get the help we need in using Nutshell to the fullest extent possible. We discuss the way we use Nutshell and then we work together to form solutions and that feedback is forwarded on to the appropriate departments and followed up with in a timely maner. Review collected by and hosted on G2.com.

Nothing comes to mind, there are things that don't always work the way we need them. However, we don't always use functions of the CRM how they are intended to be used so we understand it's a give and take and we're happy to work together to help develop our use of the system . Review collected by and hosted on G2.com.

Frankly, I like the service best. I know that raises an eyebrow because it makes people wonder, "Why does he need to contact customer service if the product is so great?". That's a legit question but it doesn't mean the product is not great. A good CRM platform is going to be deep and wide and have a lot of functionality that takes a bit of time to learn. I'll admit, I'm not the fastest learner of CRM tools, so once in a while, I ask the team for pointers or help sorting out issues that in most cases I've screwed up myself. In every single case, Nutshell's customer service was immediately available and very happy to help me. They constantly go above and beyond. Review collected by and hosted on G2.com.

Not much.

I would like the customizable dashboard to be just a bit more customizable. Right now, there are about 5-6 widgets, but there could be more.

Sales automation is very capable but needs more tutorials and help getting it going. Review collected by and hosted on G2.com.

The user experience is easy to understand and navigate. The process of Activities & Tasks is straightforward, which helps me stay on task. The app works good enough to navigate when I'm away from my computer . Review collected by and hosted on G2.com.

I wish it were even cleaner. I used Pipedrive for 3 years and it feels fresher, more modern. Review collected by and hosted on G2.com.

I use Nutshell to track projects as theymove through our pipeline.

Often this means that I see the project in its initial stages, and can easily see where each project is at. Review collected by and hosted on G2.com.

Sometimes when sorting through my projects it can get a little bloated, and I have to play with and rely on very specific filters to see what I need.

At times, Nutshell can be a little slow -but that may be a problem on my end. Review collected by and hosted on G2.com.

I like that it can help you get organized. It has many options so you can keep it simple or use many different tools. Easy to navigate. Review collected by and hosted on G2.com.

It does not always show when the last time you contacted someone when it is through your email even when it is linked. Review collected by and hosted on G2.com.

I like that it is easy to search archival commuication between customers and my company. I often use it to keep track of previous communications and gather information to better assist my customers and my bosses in their decision-making. Review collected by and hosted on G2.com.

I wish there was a way to send all my emails into Nutshell without always having to remember to use the bcc email address. Also, more options for a support integration would be great. Review collected by and hosted on G2.com.

Nutshell's user-friendly interface and straightforward navigation make it easy to track accounts, manage all of our sales processes, and combine all aspects of engaging with current and prospective customers. Covering initiatives that target prospects and customers, the workflow of this area can be achieved using an algorithm and simple criteria. This includes aspects such as metrics, social media management, customer support, email marketing, inventory and human resources management. One of the features that allows you to start using it during the webinar engagement is the tool. Review collected by and hosted on G2.com.

A few things that could be better with this fantastic CRM solution are the inclusion of tutorial manuals and a basic configuration of the CRM so that users can see how to set up the program initially. Also, the customer support is really slow. Review collected by and hosted on G2.com.