Nutshell

Pros: Love the Mass mailing and Drip Sequence feature. Easy to use. Great design and good pricing. Have been using it from over 6 months.

Cons: Great product and solves our mass mailing problem. Lot of Bounce backs.

Overall: Love the Mass mailing and Drip Sequence feature. Easy to use. Great design and good pricing. Have been using it from over 6 months.

Pros: The design and layout is very simple and straigtforward, although the first day it took me a little while to truly understand the design and functions. Once you understand the layout it becomes very easy to continually use/scale.

The custom fields are great as it allows us to create fields for data that is necessary to track for our company.

Price is another big pro and one of the primary reasons we went with Nutshell. Nutshell is cheaper than our old platform but is still able to provide all the capabilities we need. Also the easy of adding/removing users and licenses/changing our billing is great.

Cons: The tool is more commercially tailored- not truly meant to be used for people whose customers are government agencies. Would like to see a capability for it to expand for govcon users.

There is also a noticeable deficiency in the ability to make analytic reports based on your data from your pipeline. Although pulling the data into excel and doing the reports ourselves is a simple workaround.

Although the import of our data from our previous platform done by Nutshell seemed the easiest approach, it caused more work ultimately since our customers are government agencies. When the data was imported it didn't go in the correct fields or the data didn't make much sense in the fields provided by Nutshell or had to be in custom fields entirely. If I could do it all over again I would've probably transferred the data myself. I'm sure if we were a commercial company, the data transition would've been a lot easier.

Overall: Overall I'm very happy with nutshell, we've had no issues with the platform in the last year, although we had to do a lot of tailoring to make it more applicable for our government customers/data. Customer service from Nutshell is great and timely.

Pros: - Easy, customizable dashboard
- Ease of access / user interface
- Thorough date fields, allowing you to track ample information
- Pricing is excellent

Cons: Mobile site & app aren't as up-to-date as they could be, however, excited to see any updates!

Overall: My personal experience with Nutshell has been almost exclusively positive. A fantastic budget CRM. With all of the information and customization options available, Nutshell definitely goes toe to toe with some of the big name CRM's - while still remaining affordable.

Pros: Nutshell offers A lot of diverse and intuitive ways to funnel and categorize clients, send broadcasts, and automate work. The fact that Nutshell now has their own forms is huge because products like Zapier are a glitchy pain in the butt. That being said, a CRM like InfusionSoft or Salesforce both have easier pipelines and more straightforward lead tracking; literally allowing you to move people from box to box like a you're in a child's computer game which is simpler than Nutshell's system.

Cons: The Broadcast options are behind competitors for sure and glitch way more. If nutshell wants people to use them as their wholistic one stop CRM shop, they need to create a better way to check for spam filters (my deliverability rates are low on Nutshell and I am not able to troubleshoot why with spam test). Also, Nutshell doesn't help you optimize broadcasts for SEO, which is beneficial, and there just don't seem to be the easy to plug in creative options in terms of design that a company like ConstantContact offers.

Overall: Overall, I like Nutshell but am often nervous when I send broadcasts and have had repeated issues with glitches on the broadcast side of Nutshell. Additionally, it isn't always straight forward the best way to implement companies into the mix of tags, leads, and audiences in terms of a funnel and the number of tag options is sometimes confusing. There are definitely aspects of Nutshell that are answering issues users have with other CRMs but it still falls behind its major competition in terms of ease of use and amount of glitches that still need worked through.

Pros: CRM tools have always felt and worked out more like reporting tools for corporate leadership at the top of sales organizations. Nutshell is the exact opposite. It's given our team a platform to support day-to-day sales work on an individual and team basis. Well over a year in, we're still discovering new ways to benefit from the ease of use and flexibility in Nutshell's design.

Cons: The reporting tools aren't perfect for our team but we're learning more and more about how to capture and review the data we need. (In fairness, this may be more of a user problem.)

Overall: At our branch, we like to joke that some of our team don't like it when someone "moves their cheese" (i.e. changes things). Every team has some degree of this and it's a significant roadblock to the use of CRM packages. Perhaps the best way I can describe our experience with Nutshell is to say that even our most change-averse team members have come around quickly and easily and now use it happily.

Pros: - Efficient layout and buttons
- Integrations with other apps
- Great customer support
- Well priced

Cons: - Some technical glitches from time to time
- Can't think of anything else to be honest

Overall: I am a BD Associate and love using Nutshell because it is simple and efficient. The customer support is also really helpful and they are always pushing the envelope with new features.

Pros: Pipelines are easy to build and improve our business flow. the audience and broadcast features are very helpful to me.

Cons: No text campaign functionality. Audiences don't grow organically. it's a manual set up each time.

Overall: Nutshell has been my favorite CRM for a while now. I love the ease of use and the features are just what I needed to take the next step with my business. I'm ready to take another step, so I need Nutshell to keep improving. More marketing features are an exciting part of the journey. I look forward to seeing what you come up with. Text campaigns would be great.

Pros: Fields that auto-categorize copy/paste content. Multiple views based on searches. Easy setup. Great customer support [typically instantly through the apps chat function].

Cons: Segmenting lists can be tricky/limiting. Some filters do not function on in all search/sort scenarios.

Overall: I've tried several other CRMs and this is the one I recommend in a consulting/contracting role for my clients.

Pros: Ease of use. There's not much more I can say. Sorry. I would love to, because I recommended the product, but good thing I'm the owner, or I would have gotten canned.

Cons: Maps in the CRM doesn't work, was supposed to be fixed in six months, 18 months ago. Not great to identify people that are linked to companies. Often add people to companies that should't. The support is almost nonexistent.

Overall: I think it has the potential to be a good CRM, but nothing is great. It's either ok or sub-par. The features that attracted us don't really work.

Pros: Nutshell is flexible, affordable, and they're constantly adding new features. As a business owner, I use the timeline feature to monitor all communication with clients.

Cons: I wish the search feature were a little more functional, but other than that, there's nothing at this point that I wish were different.

Overall: We've been really happy with Nutshell. We appreciate the pricing, that they're easy to get in touch with for support, and that they've been adding new features. It's easy to use, and there's not a big learning curve to get started. As the company owner, I used the timeline feature to monitor all communication with our clients, and that's essential for me.

Pros: Nutshell has a really good user friendly layout and great customer service! Wufoo integration is great. Email onboard is really good. Plays very nicely with GSuite as well.

Cons: Would like to see a better quoting integration other than PandaDoc. Also would like to see a QuickBooks interface of some sorts. Those are wish list items. There isn't much not to like about Nutshell.

Overall: Back in the day I was a Salesforce customer. I would recommend this to anyone looking to start out new with or simplify their CRM.

Pros: Good all around CRM for my needs: keeps track of contact data, keeps my prospecting tasks on schedule according to cadence, maintains deal flow, etc.

Cons: No individual scheduled email function. If I could write an email to a specific prospect and schedule it to send at a set date and time, it would be very helpful. Other CRMs do this, and I wish Nutshell would.

Overall: It’s a good CRM, support is fantastic and very friendly, and it works reliably. The customization is remarkable - you can really use it as a tool to execute your selling process, rather than adapting your system to its capabilities. Support is there to help you do it.

Pros: Extremely Functional.
Flexible.
Good Customer Service.
Less expensive than most systems.
Several ways to categorize.

Cons: I haven't found one other than we have a limited number of folks from our team using it. Those that do find it helpful.

Overall: I typically add items to the system at least weekly and love the fact you can categorize several different ways and therefore can pull up lists or groupings of folks when we need them for possible investments. I am happy to be a resource for folks that want to learn more.