Nutshell

Pros: The customer service team has been great to work with. They are helpful on explaining features and also walking you through how to use them.

Cons: Some features we cannot use due to our higher level cyber security

Overall: I have enjoyed using this platform and I am continuing to customize the flow to meet our current needs.

Pros: Nutshell is easy to use and easy to onboard, its been useful for us for tracking leads, customers and output.

Cons: We are on the basic plan and I would like to have more of the pipeline features.

Overall: Working with Nutshell helps us keep track of what we need to do as a Sales team and pick up where colleagues left off if we need to. I think it is a great tool for small businesses like ours.

Pros: We receive Nutshell use as part of large agency agreement to a suite of various marketing platforms and tools. Excellent value for money. The fact that we can access landing page development, customer lead data etc. quickly and easily within a great UX is awesome.

Cons: Some limitations on how accessible it is to export customer data. Would like 2 way, real time updates to meeting management so availability is current.

Overall: We are really just getting started with this tool. We love the email feature- it's been very easy to get an email program up and running. Excellent, intuitive user interface. Looking to use more landing page and visitor IQ data. We leverage our agency for support, we have never used Nutshell customer support directly.

Pros: I like the affordability and ease of use. It's very easy for new employees to jump in and learn how to use.

Cons: Sometimes the capabilities are limited in the leads stage. I would like to be able to add on the same goal/task completion across multiple stages. For example, receiving an email response to a message.

Overall: I'm quite happy with Nutshell. We've been using it for 5 years now. We've had employees come and go, but people all seem to like it. Other software CRMs might have more advanced capabilities, but for our team, Nutshell has plenty to offer. Their customer service and support are both great.

Pros: I love everything about Nutshell, but there are two things that stand out to me: Ease of use and Reporting.

Nutshell has been easy to use from day one. It's easy to train on, easy to pickup as a user, easy to make changes, etc.

The reporting is amazing. I cannot express how helpful it is to have a system that allows me to create custom fields and report on them!

Cons: My only complaint is that sometimes features change. This is generally announced beforehand, and feedback is requested afterward. But I do wish some changes were optional rather than mandatory.

Overall: FANTASTIC from beginning to present. I've worked with numerous CRMs, and Nutshell is by far my favorite and preferred CRM. My entire team has found the system to be easy to use and customize. I recommend Nutshell 100 percent!

Pros: The program helps identify the source of leads and collect them into one screen. It also helps identify the value of each lead.

Cons: It could have many other pipeline options as sometimes the leads are lost for reasons not mentioned on the system. Also, the system make duplicates sometimes, making things a little complicated.

Overall: Overall I use Nutshell on a daily basis to insert information regarding new clients and it does the job well as it tracks the leads.

Pros: Very user friendly and intuitive user interface.
very little training for the sales staff to get going.
Love the APIs. plenty of datapoints for automating and syncing out internal software. Love the Email feedback features in the marketing section

Cons: Would like to see an additional API in the marketing section.
would be helpful for scrubbing Email on our local database

Overall: Works well with all our systems. Sales staff did not need an advanced degree to get it to work. APIs are very well supported. return for investment is very high

Pros: Nutshell does a good job of organizing and maintaining full records of interactions, conversations, emails, and notes with our customers. The relationship of Person to Company to Lead is useful. The communication tools for reaching out to customers directly from Nutshell are also very good. The commitment to an available REST API is essential for our use and something I really appreciate and respect about Nutshell.

Cons: There is limited flexibility in some of the features of Nutshell. For example in the automations, it is limited as to what can be used to trigger the next step or to trigger an automatic email/communication. I wish that leads could function more completely as orders in and of themselves, with the ability to include percentage based line items such as sales tax or apply discounts to all of the products on a lead.

Overall: I find Nutshell to be a great CRM, and I'm very happy with features such as the REST API for being able to connect with other software products we use. However I'd like to see more options to tailor the CRM to our specific business needs.

Pros: Its simple to use, and straightforward. It integrates email and other platforms directly, making it easy to see responses from clients in one place. It also allows for a more collaborative sales process, as you can easily see which tasks your colleagues have completed and see their communication too.

Cons: It does not make it easy to log repeat customer transactions, membership/subscription based services.

Overall: I would recommend, its great for smaller organization to grow themselves. Its been able to help transform our sales team into an efficient group of organized professionals, and get everybody on the same page.

Pros: Nutshell has been super helpful for managing longterm relationships with clients. We have been able to use the workflow feature to make sure that none of our tasks are dropped and ensure the best possible communication with the lead. Being able to see the email communication with the lead as well as other users notes has been helpful in ensuring we don't repeat our communication.

Cons: I have been having issues syncing my office calendar to the Scheduler Feature. Nutshell support has been working with me to resolve this issue, but it remains an issue. I am also working with my organizations administrators to see if we can resolve it

Overall: Overall the experience has been good with fast, friendly customer support and an intuitive user experience.

Pros: I've been using Nutshell for three years now, and it is an essential tool in my job. It is intuitive and easy to operate.

Cons: It freezes occasionally, but it goes back to normal in a few seconds.

Overall: I love that you can link your email inbox to your Nutshell account and find the email threads in every profile you've been in contact with.

Pros: Nutshell is a Great CRM very simple and very easy to learn.

Cons: Really do not have many complaints, system can run slow at times

Overall: Most CRMs can be complex or hard to track emails but this is very easy

Pros: -Easy to use
-Sales and Marketing in one
- Affordable
-Great Customer service
-Easy to track customers

Cons: - Marketing section is a bit confusing!
- some leads combine with each other

Overall: I’ve been using Nutshell CRM for managing our sales pipeline and customer relationships, and overall it’s been a positive experience. The platform is very user-friendly and intuitive, making it easy for our team to adopt quickly without extensive training.

Pros: Nutshell is an intuitive and easy-to-use CRM that makes managing sales activities straightforward and efficient. Everything is well organized, labeled, and makes onboarding easier and more efficient. It is also great for staying on top of sales without added complexity. Using NS daily is a complete delight.

Cons: What I dislike about Nutshell is that when adding a contact in Nutshell, the pop-up window can be a bit slow. Additionally, when adding tags, they sometimes disappear.

Overall: Nutshell is a great CRM, easy to use, and it has a ton of features. There are constant updates and now there's AI implementation

Pros: Customer service is great. They were with us all throughout the setup process. Uploading data is quick and easy. After shifting to Nutshell, we are more focused in reaching our sales goals since database management and sales performance monitoring is nothing to worry about and its really easy to understand how the system works.

Cons: What we least like about the app is how it manages data redundancy, filtering, & Sorting. Some data tags can be easily removed, replaced or created which may slightly affect data accuracy.

Overall: We love Nutshell overall. Before, it was a problem for us to track down our deal's history due to random data management but after we shifted, we were more streamlined and data efficient, so we were able to perform better

Pros: Great customer support
Amazing product features
Ease of use
Marketing made easy
one stop shop for CRM and data

Cons: Not great AI features
Once something is deleted its gone

Overall: Overall, I have nothing but great things to say about Nutshell. we switched over from Act! CRM about 18 months ago and are very happy with our decision.

Pros: I like Nutshell for its intuitive interface and how easy it is to track leads and manage contacts in one place. The automation and reporting features help streamline marketing efforts without adding complexity. It’s a practical, efficient tool that keeps our sales and marketing aligned.

Cons: Some advanced features feel limited without upgrading, which can be frustrating as needs grow. The customization options for reports and workflows could be more flexible. Occasionally, the interface requires extra clicks to get to commonly used information.

Overall: I like Nutshell best for its clear, concise summaries that save me a lot of time while still capturing the most important insights. The content is easy to digest and well organized, making it simple to stay informed without feeling overwhelmed. It’s a great tool for quickly understanding complex topics and keeping up with what matters.

Pros: The platform is really easy to use for lead management, it is also very secure. For the cost there are a lot of features including Ai

Cons: There customer service could be better I don't like that I can only send an email to get help.

Overall: Overall is is a great platform, the platform is really easy to use for lead management, it is also very secure. For the cost there are a lot of features including Ai

Pros: I like that Nutshell provides coverage for all the major areas of a CRM we need as a small business including contact management, Sales reach (email/call notes, cadences, etc), marketing campaigns, sales pipeline management. All of that without being too complex are too costly compares to the big players in this space.

Cons: I wish some of the items would go deeper. For example, email cadences could have more options.

Overall: Overall, I would recommend this to small companies since it has all of the basics and is solid with offerings. I can't speak to larger companies and more complex integrations but Nutshell has been nice and they have excellent customer service.

Pros: Nutshell is very user-friendly and it is great for growing businesses. It has great user interface and multiple sale persons are able to work on it at once seamlessly.

Cons: The data cannot be exported into excel for further data analysis. It does not track trends for product based inquiries.

Overall: Overall, nutshell is great for small business and is worth the price. It is very great if you have multiple sales team members working on multiple leads at once. Drag feature is very user-friendly.