Nutshell

Pros: I love the fact that the Screen is easy to use. I have tried other platforms and this one is by far the best.

Cons: I have been using Nutshell for a while, and i love that it is customizable for my platform.

Overall: It's a complete CRM and I can use it to create different pipelines for different projects for different customers.

Pros: We love the tagging feature to help organize and keep track of our contacts. Everything is fairly straightforward and easy to use with intuitive UX/UI. We also like the task and note feature for individual contacts. Building out emails was easy enough and the design was nice and the templates were easy to use.

Cons: Wish there was a field for inputing birthdays as we are a high touch, personal business - maybe I am missing it? The email feature could be slightly improved (speaking from only using it a couple of times) - our main issue was that we had multiple contacts who never received the emails. When we used other email platforms, these same contacts did receive the emails.

Overall: Overall, I would recommend it for smaller businesses. I am unable to speak to the level of complexity that nutshell accommodates, as we use it for its most basic features and functions. It is great for tracking our network/people and our favorite feature is the ability to tag individuals.

Pros: 1. Love how emails can automatically connect from your Gmail to Nutshell.

2. Merge documents for client's signatures.

3. Track sales.

4. Integrate with Quickbooks.

5. Attach files and pictures.

Cons: 1. Wish we could text/set up texting reminders straight from the lead/contact.

2. Wish Nutshell would automatically download pictures from a link and attach to the lead.

Overall: We have been using Nutshell for two years and it has been perfect for us! It keeps things organized, documents/information is easily accessible and keeps track of client interactions and sales pipeline. They are always striving to make things more convenient for the client and their customer service is top notch!!

Pros: Ease of Use.
Cloud Based.
Integrates well with a few other applications that our company utilizes. Very good for sales pipeline management.

Cons: A few features that could be added. Customer support is ok but for the price it is fine. There is a slight lag when entering data but that might be on our end.

Overall: Overall, I love Nutshell. Our company has used this as our CRM for over five years. It's great when you don't need heavy analytics for managing your customer pipeline. Great interface and simplicity for all aspects. Intuitive to use.

Pros: The platform is so customizable. Each user can have their own experience and utilize the CRM as they need. I can organize my leads to stay efficient and prioritize next steps.

Cons: It's so customizable, ha, it can feel overwhelming due to all the pieces, features and functionalities.

Overall: I love the chat and ability to connect with a representative to talk through best practices. The ability for the user to make their own dashboard, pipeline and ease of pulling reports/data is fantastic!

Pros: The site is one of the best for CMS. Easy to use, and real people to answer questions if needed. The letter campaigns available have worked well. The creation of new letters, once one learns the system are easy to create and effective.

Cons: The price is steep. What they need is a middle plateau level. $60/mo. is reasonable. There are some hidden items that need to be clicked that are not intuitive from the my standpoint.

Overall: Great company and systems work well. easy to use and learn. Overall, once the system is learned it does become a very effective program. The change over from Highrise was complicated by Highrise and the staff did sort it out at Nutshell and made it work. Great people to work with.

Pros: Very easy to get Nutshell up and running. Customization is fairly easy to get done for almost any purpose. Most of the limits inherent to the platform are fairly easy to work around.
Overall, Nutshell is a great value given its functionality.

Cons: Missing a couple of features, most especially there needs to be a way to easily create and track recurring sales.
Reporting is "fairly" easy, but report generation could be a bit smoother / easier.
Customer support is "ok" but not fantastic. It can sometimes be tough to get a really quick answer to immediate needs.

Overall: As both and Admin and User for 2+ years, Nutshell is a GREAT value in CRM and is MUCH better than much more complicated and expensive options. Very highly recommended.

Pros: Very friendly use and good platform to communicate among different working teams the progress of tasks and activities.

Cons: The app is not as friendly as the website.

Overall: Overall speaking..... this is a good tool to follow up open items at your desk.

Pros: -dashboard is clean
-customizable
-easy interface
-customer service is helpful
-reporting is easy to use
-analytics are spot on

Cons: -rearranging steps in a stage isn’t feasible yet
-if there are multiple open leads with the same client, emails can get jumbled

Overall: Overall, we are very happy with Nutshell. The team helped us integrate our database as well as answer many questions. The integration with PandaDoc has been a great way to organize our proposals/estimates to open leads and drive sales and revenue.

Pros: -Ease of use with good features many of which can be personalized
-Customer service is responsive & knowledgable...you can email or call.
-Nutshell marketing is now available at reasonable cost

Cons: -Wish duplicates could be avoided easier
-Wish there was a quick chat application for support
-Nutshell Marketing - only a few choices as far as how many contacts. Wish I could pick a number instead of how many are currently in our CRM since we are not interested in sending newsletters to many of the contacts we have.

Overall: Overall a good CRM for a reasonable price. Customer service is helpful...if you call and leave a message they will return call fairly quickly. It's always nice to talk to have a live person who knows their stuff. Features are numerable and many can be personalized.

Pros: -Reasonable price
-Malleable for our company's purposes
-User friendly
-Nutshell Marketing is great for keeping everything in-house and is comparable to similar systems
-Always improving offerings

Cons: -Reporting capabilities are mediocre
-File exports for multiple-choice custom fields are messy
-Task scheduling/rescheduling is limited to predetermined days where a calendar would be nice
-As an admin, I do not have a granular enough ability to limit other users' access. It is all or nothing.

Overall: Nutshell has been a great resource for our small but growing company. Set up and customization has been extremely easy as Nutshell's support team is great at what they do. Although we have encountered some limitations within Nutshell, we have been able to effectively work around them to accomplish our goals. The price, the plug-and-play nature of the CRM, and the support we have experienced have made Nutshell a great option for us at this stage of our organizational journey.

Pros: Efficiency with connecting leads, contacts, and communication. Ability to follow the lead through the pipeline.

Cons: Adding new accounts seems a little tricky. We have struggled to find time to engage with support in Australia.

Overall: There has been a huge benefit to our organizations ability to track our leads and track out customer engagement. We have increased our sales and engagement by at least 10%.

Pros: - Staff responds in a timely fashion
- CRM Drip Campaign is second to none
- Our outlook integration was established seamlessly

Cons: - Bulk drip campaigns are not an option directly through Nutshell, but possible through a third party linked to Nutshell.

Overall: I researched Nutshell out of 10 competitors and found their product was priced competitively, giving us all the features we needed.

Pros: Nutshell is right-sized for fast-paced startups. Has the perfect mix of features and customizability without being over-burdensome to manage. Nutshell gives our sales team the tools they need to be successful.

Cons: As with most CRMs takes a couple of days to get into a good workflow, and optimize all the integrations.

Overall: Overall we have had a great experience with Nutshell. I love the product and support! Nutshell has the right balance of features and functionality with an intuitive UX.

Pros: It is easy to use, but could be made much better with a few upgrades.
Can be used straight out of the box.

Cons: The mobile app is useless.
The calendar/ meeting should automatically place the address in the location section.
The card scan is only 50% accurate.

Overall: Overall it is a good entry level CRM. Nutshell is fairly priced, and would be good for small business/professionals such as insurance or sales.

Pros: We have used Nutshell for a few years now. It has made our marketing so much easier. We have everything in one place now which has made our team more productive than ever. We love the occasional training classes and all of the extra help they provide. We always talk to real people on the phone and online meeting spaces.

Cons: Nothing I can think of. The recent updates with mailing through Nutshell took all the cons away.

Overall: We have had the service for a few years and are very happy with it. The Nutshell team has been very responsive to our needs.

Pros: * We can tailor Nutshell to fit our programs
* Easy to use
* Love the training options (interactive demo)
* Keeps our sales team organized

Cons: *Need to be able to copy cards and change names of existing cards
*It would be really helpful if we could assign a person to 2 separate pipelines
I manage all staff Nutshell accounts and it would be nice if i could work on 1 main account (mine) and copy/paste/ cards to other accounts to keep everything the same.
* no DocuSign integration with forms

Overall: Great customer service and we will continue to use your product. Thank you for reaching out for customer feedback.

Pros: The overall workflow is easy and efficient. The attention to detail is apparent in just about everything I do. A great example is the integration between the mobile and desktop apps. If I search a customer on my mobile device and switch back to my desktop, that same account is what I see. Customization is also very powerful. It's also a very agile program which is important for a cloud based application.

Cons: I'd like to see more functionality with the map. Navigation, trip optimization and more sales data visualizations would be great. It would be nice to have the ability to assign territories to sales people and vendors.

Overall: The key to a successful CRM is adoption. Nutshell is fast, sleek and well thought out. Its effortless workflow makes it easy to integrate into the daily routine of our sales team. It has become an indispensable part of my day to day work responsibilities.

Pros: Easy to use, provides strong reporting and a small learning curve.

Cons: Does not integrate with many 3rd party systems as we need.

Overall: Nutshell provides us a way to track most of our data from the source, allowing us to create cleaner funnels, more targeted marketing and allows us to spend our time focused on the most important part of our business, our customers!

Pros: Nutshell has been easy for employees to pickup and jump right in. Intuitive and easy to learn. Definitely recommend.

Cons: Not many that I can think of off the top of my head.

Overall: Great product overall. As an administrator it has been set it and forget it for the most part as end users tend to not have too many problems and they are easy to fix quickly.