Nutshell

Pros: - crm features
- customer communication tracking
- sequence emails
- eblasts
- business development

Cons: - load time/ bugs
- please allow us to create our own labels for the event of multiple websites, phone numbers, etc for a single company! Would be so helpful

Overall: Generally really positive, and if any issues have come up during my time, the Nutshell team has been really great and responsive to any requests for help!

Pros: Effective quick way to view all potential partners throughout the entire sales process, easy to prioritize partnerships by value and key objectives within each partnership. The ability to sync communications with emails is valuable to reduce double documentation.

Cons: There are opportunities to support operations post-sale

Overall: Overall, it's an effective solution for managing sales at every step in the pipeline. The ability to sync to email to track communications and click rates is very valuable. There are opportunities to support the relationships post-sale including customized reporting for mass communications.

Pros: Nutshell is a solid, well thought through CRM that works particularly well for a small team. The interface is simple and intuitive, which makes it easy to onboard new users and keep day to day usage consistent. Customer support is a real strength - the team are always quick to respond and genuinely helpful when questions or issues come up. For core CRM needs like contact and lead management, it does exactly what we need without unnecessary complexity.

Cons: Reporting could be more powerful and flexible, especially as you start to want deeper insights. We also found limitations with the built in web forms and tracking, which meant we eventually had to move lead capture to a third party tool. While it works very well for a small team, there are some open questions around how it would scale for larger or more complex organisations.

Overall: Overall, we have had a positive experience with Nutshell. It is a reliable, easy to use CRM that covers the essentials well and keeps things simple. Support is consistently excellent, and the product feels well suited to smaller teams that value usability over heavy customisation. There are areas that could be improved, particularly reporting and lead tracking, but on balance we are happy with the platform.

Pros: I liked how Nutshell offers all kinds of different integrations. The new AI tools are working pretty well. I also liked their customer support.

Cons: Some tools have limited flexibility like editing your Email signature

Overall: My overall experience is positive and I'd recommend it to someone who's looking for a CRM for their company.

Pros: Nutshell helped our company immensely on streamlining the operations. It's pretty intuitive, therefore pretty easy to integrate it with your day-to-day work and get other colleagues used to it.

Cons: Customer support didn't get back to me as fast as I wanted, but in the end any issues I had were solved.

Overall: It helps us out a lot streamlining and setting up reminders for the many steps that we have in our sales.

Pros: Staff support, even when I have dumb questions ! Very easy to learn and offer regular training to increase CRM usage.

Cons: I would like to see the dashboard simplified since I look at it everyday and don't want to spend a lot of time.

Overall: I would suggest Nutshell to any of my colleagues in the industry, they really y understand our business and combining it with WebFX !!

Pros: The CRM management is superb. The company behind it is excellent. The Customer service is unmatched.

Cons: Some Features can be lacking. Smaller Team, less time to implement. Some quality of life features can be lacking.

Overall: Amazing for your first CRM as a growing business. The plans are affordable. The hands on help from the company makes implementing as painless as possible. Its affordable and amazingly customizable.

Pros: I like the duplicate feature to prevent the same clients getting added more than once. I also like the dashboard, customizable to work well for our team.

Cons: It seems to lag when adding points of contact and can take several minutes/hours to update

Overall: Very good. I like the ease of use and sorting by state and leads won. It is very intuitive and make sense.

Pros: Nutshell automates the casual day-to-day processes in sales and marketing. The whole platform is very easy to operate and it makes customer relationship management fun. Intuitive templates for email marketing. Detailed lead and approach status section.

Cons: No reminder to contact leads. It would be great if they offer this ability.

Overall: Overall, Nutshell is a pretty outstanding and super easy-to-use CRM platform. It provides streamlined sales and email marketing management with a powerful sales pipeline visualization. I highly recommend Nutshell for any size of the organization.

Pros: Nutshell is a very cost effective and robust solution for CRM. From small to mid size businesses it provides a suite of features that are easy to use and allow sales teams to realize their power.

Cons: I think the design UX could be more modern and engaging/intuitive.

Overall: Nutshell support is fantastic. They go above and beyond to listen to their customers and really make product updates based on that feedback!

Pros: Incredibly easy to learn and use. Phenomenal customization options. Love that I can talk to a person to with questions. Many other CRM's have only an email or chat option. I learn better by doing and speaking with someone and this option is priceless. Even better is the truly take feedback to heart and in the two years I've been using the system, at least 2 of my 'suggestions' (and I'm sure others) have been implemented into their programing.
Finally, I am a marketing consultant and recommend this to my clients. Beyond that, I actually will ONLY take on a new clients if they use this system; the one I recommend. I don't receive any incentive or kickbacks, it's just that good and the only CRM I wish to use while providing my marketing services. Highly recommend!

Cons: There are a few areas of content you can not remove, but it doesn't impact me too much I just hide them from my view on the leader board as I don't need that information.

There are a few other small things that I wish the program would do, but nothing that is a deal breaker. The fact that this is so easy to use makes up for those small issues.

Overall: Wonderful customizable program that doesn't require you to recreate the wheel or need a programing degree to understand. I am not 'techy' at all and found this incredibly intuitive and easy to use. Highly recommend!

Pros: - Pleasant and inviting UI: encourages all team members to use the app as intended (even new team members)
- Feature rich: all necessary features needed for our purposes
- Integrates with Google suite
- Strong and prompt support

Cons: - Gmail gives ability to undo a sent email and also pre-schedule an email. Would be nice for NS to follow suit
- If you need to move an appointment from one month to another, rather than select the day of the week, you need to first select the month then the date (scraping bottom of barrel for that con)

Overall: We've been using NS for several years and have always been pleased. Perhaps it's my line of work, but compared to other solutions, we found the UI to be much more intuitive and "friendly". A well thought-out app.

Pros: It is easy to use. Quick, useful reports, I don't have to have a 2 week training course to use the product. It has been stable and working when we need the software, and don't worry about it being the 'System of Record' for our prospect and client information.

Cons: Generally not a lot of cons. The price is a touch higher than I would like, but so far I haven't felt it was more than the software was worth. Just on the edge. As a smaller company I feel we have to balance access to Nutshell due to cost. It the price was lower we would likely give more access.

Overall: In general we are happy with Nutshell. It has become a critical part of our growing business. We tried a couple of choices when we realized we needed a CRM and settled on Nutshell. We have been glad we did.

Pros: It helps me keep up with sales, leads, customers, and companies. The dashboard is straight forward and easy to understand.

Cons: The search function is very particular and often is hard to find projects.

Overall: I use it daily to keep up with my customers and their open projects as well as keep a record of my team and my own sales numbers.

Pros: After scouring the market for a comprehensive product, this was very satisfying, after finding a lot of other products dreary or lacking substance and overcomplicated. This was not, It had all in one usage for me such as email marketing, leads, sales flow, email read receipts, and ability to customise.

Cons: Cant separate data from other colleges very well.

Overall: Easy to use and would totally recommend to any group single user looking to have a complete sale CRM.

Pros: Very user-friendly and quick/easy to get new users up to speed on. Pricing is fair and slightly lower than competitors. Email marketing and forms add ons are most cost effective (and better integrated) than o=using third party alternatives.

Cons: Not as many integrations as other services. But workarounds through Zapier for most.

Overall: Robust, very intuitive user interface. Good price. Easy to train new users on. Wish it had more integrations but Zapier mostly gets the job done.

Pros: We use Nutshell to:
-- Track progress through the sales process for every sale
-- Document critical-path milestones through project sale and implementation
-- Communicate among team members with different roles in sales and implementation
-- Organize and keep track of our clients, vendors, service providers, and partners
-- Plan, organize, and track our outbound marketing
-- Plan and implement marketing followup
-- Document and track communications with everyone in our universe
-- Organize and manage our sales meetings
In other words, outside of our accounting function, there is not a single aspect of our business in which Nutshell has not become an integral and essential part.

Hardly least important: Nutshell support has always been fantastic. Prompt, attentive, thoughtful, and persistent in following through to a successful outcome. We were a pretty early user of Nutshell, and Nutshell's support has retained the sense (and reality) of personal care and attention, where so many others let their support devolve into impersonal and frustrating AI (emphasis on the I, precious little I) non-support.

Cons: The single lingering hassle is in email integration, where to attach an email thread to a specific Lead, you need to include the phrase "Lead-1234" in the subject line. The last thing I want is for our clients to think of themselves as "Leads", so we cannot use this feature, which leads to email overload in our Nutshell records. Why not "Ref-1234", or "Doc-1234"? Anything but "Lead".

The Search function is sometimes a little squirrely.

Overall: Quite simply, we could not manage our business without Nutshell. Or if we did, we'd need more staff, more time, and more stress. The addition of Nutshell marketing in the last year has been particularly transformative. With that addition our outbound marketing is much more comprehensive, more frequent, much better organized, and demonstrably more successful. That's been a game-changer.

Pros: Great program, their API is very easy to use. We integrated to our ERP. Very good dashboard overview.

Cons: Sometimes takes a few days to respond to emails, as we are in Australia.

Overall: Great CRM, helps the sales team all work to the same goal, and win more projects. Adding more features regularly too.

Pros: The features of Nutshell are comparable to those of a premium CRM, but you can use or ignore them.
You can track all emails by the customer and reduce the amount of time you spend trying to remember or find what you sent.

Cons: Unlike a lead created for a person, emails sent to a person remain attached to that person rather than the lead created for him or her.

Overall: Maintaining contact with people I contacted and remembering to follow up on proposals I sent out were my primary challenges. I stay on top of the things I need to do to move forward when I have my leads listed in a "pipeline" format based on the stage, or lifecycle.

Pros: Ease of use, nice interface, the ability to bend Nutshell to uses it probably wasn't made for. Tags make for customizable reporting. App is solid and helpful on the road.

Cons: For a non-sales use, it has taken some creative work-arounds to make it work. Even so, customer service is always right there to help.

Overall: Excellent. This is my second implementation of Nutshell. First was a sales group repping aluminum and glass commercial building envelope materials. Second is for a non-profit which provides pet food and veterinary support to senior pet owners. Two very different applications and both have worked well.