Nutshell Reviews

Cole W.Small-Business(50 or fewer emp.)

4.5

I like that it is really easy to use and enter data. It is also able to sync up with your email to easily track the history of all contact points with a lead. Also nutshell is very affordable which is great for smaller teams with a tight budget. Review collected by and hosted on G2.com.

Tara A.Mid-Market(51-1000 emp.)

3.5

Nutshell is incredibly affordable for the amenities included. I really like the Nutshell Marketing section. The email campaign feature is easy to use, and templates are highly editable. I also like Nutshell Forms and have used them for events as well as contact us forms on our website. Review collected by and hosted on G2.com.

Steve C.Owner

5.0

The hardest part about CRMs for us in the past was the buy in from our sales team. The complexity and design just never inspired them to see it as the "source of truth" we hoped for. Not with Nutshell. Our team enjoys using it, finds it simple to navigate and as a result they actually use it! Review collected by and hosted on G2.com.

Verified User in Higher EducationSmall-Business(50 or fewer emp.)

0.0

Hard to navigate, easy to click on what you're not meaning to. Review collected by and hosted on G2.com.

Jared P.Director of Sales and Operations (Principle)

0.0

Support always takes at least a day to reply to inquiries. That can be a long time when you have a serious issue. There was one time I reached out to support and they were OOO for two days for some training event. Seriously? Review collected by and hosted on G2.com.

Verified User in AccountingSmall-Business(50 or fewer emp.)

0.0

Where do I start. Seems like they lived in a cave while designing the product. There are so many fundamental mistakes. Can't export first name last name. Can't mass update variables. Deduping is pathetic. Can't update fields without opening the contact. The drip sequences practically uneditable. The data base of templates if pathetic. And the list goes on.... It is not even worth my time to talk about them. I use it only because it is hart to switch and no body gave proper reviews. Copper is so much better. So is streak and hubspot. I am so frustrated this garbage. Review collected by and hosted on G2.com.

Susan P.Marketing and Advertising

5.0

No Comments

Jason M.Consumer Goods

5.0

No Comments

Aliza K.Public Relations and Communications

5.0

Excellent experience with nutshell...quality product, quality company. I would highly recommend it.

Jessica B.Electrical/Electronic Manufacturing

1.0

Not much. I could keep my contacts in a spreadsheet and have more access to the data. I'd be able to search data more effectively. It's pretty bad all around.

Anonymous Reviewer

1.0

We used Nutshell as our first CRM as on the surface it had good features, however, when we grew and it came time to migrate to a custom CRM we had built, it was near impossible to export our data and the support team was absolutely useless. I would avoid using Nutshell.

Susan B.Consumer Services

2.0

Still waiting to see for the most part - It is a good software to manage people on their calling the customer. Easy Spying on daily use. Glad we are a micro company, can't imagine using Nutshell for 1000 employees

Gregory PalenschatProdcut Consultant

10.0

We use Nutshell CRM for a few different things. It helps us keep track of businesses, individuals in that business, and what activity needs to be done with them. It also helps with timelines, and general knowledge of a leads for different projects we are tracking. Nutshell CRM is mainly used by our sales and spec teams, although everyone in our company has access to the basics of Nutshell should they need it. It has addressed problems such as the timing of activities, and the team all being on the same page as they all have access to every activity, meeting, notes, etc.
Nutshell is great with reminders from calls, emails, meetings, and activities it helps you track all of the necessary every day must-do activities. The best thing about Nutshell CRM is that multiple team members can refer to it whether they are in the office or on the road. Nutshell is great on a PC, Mac, or pretty much any mobile device. One of the many things that I personally like about Nutshell is how user-friendly it is. Once you work with it for a day or two everything is super easy to manage.

Jennifer CallaghanMarketing Coordinator

10.0

Nutshell CRM is used in two of our divisions that perform outbound marketing and sales calls. We use Nutshell to store contact information for our current customers, inactive accounts, partners, and prospective customers. We log activities, run reports, communicate internally, and use features of Nutshell to plan outside sales trips all over the U.S. Nutshell CRM is the heart of our main marketing/sales divisions and our customer service division will often reach out to us for insight on new customers or inactive accounts.
Customization - we are able to make Nutshell make the most sense for our company and processes Scheduling - the ability to set tasks allows us to never forget a follow-up call or email Tags - allow us to prioritize leads and segment our customers and potential customers Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place

Andrew BankCEO - Strategy, Product Management, and Business Development

10.0

At my recommendation, Nutshell has been used by at least five of my consulting clients for managing a sales process, pipeline, and customer/prospect records. Nutshell was used primarily in the sales departments, but also mixed sometimes with the marketing teams who needed to run email campaigns or pull customer information from Nutshell. Nutshell is a comprehensive and easy way to get a team ramped up on the sales process. It's simple and easy to get teams going quickly and following procedures and being productive. You don't have to waste a lot of time on training, set-up, or management.
Viewing the Leads list is great. Viewing it as a list, or in a visual format on a Board is very helpful. The filters are also awesome for creating custom views into your Leads and only focusing on specific segments at a time. Nutshell makes it very easy to reach out to contacts on a regular basis. With reminders, scheduling, and email templates, it's truly a piece of cake to make this all happen. Nutshell's mobile app is also very nice. It doesn't allow you to do everything, but walking to work every day, I'm able to see at a single glance what needs to get done, and also to make phone calls and outreach with just a click.

Chris LeisureVice President of Operations

5.0

I started using Nutshell CRM when I was Director of Sales and Marketing at DJG Investigative Services, Inc. I since have moved to the Operations department but remained available to teach the marketing team how to use Nutshell and other programs. For us, it addressed the problem of organizing leads.
Very costly for a small business Takes a while to learn all the features Cloud-based (both positives and negatives)

Verified UserEmployee

7.0

We use it to manage our sales funnel and followup schedule. The sales department uses it the most but we sometimes utilize it to store client information. It centralizes our sales efforts into one location with all relevant information attached.
I would love to see the timeline bar be able to fill my whole dashboard screen. I would love to see tags carry over between companies and people that are synced together.

Laci FitchMarketing Coordinator

8.0

The Business Development team uses Nutshell. There are four of us who regularly enter client/partner/competitor information, including contact info, hot/pain points, SWOT (hot/pain points and SWOT are entered in custom fields... there is not a spot for those), and activities/notes/emails. Then another person runs the weekly reports and inputs information from other people in the company who may have interactions with client/partner/competitor people. We also use the tagging functionality to categorize certain people/groups.
SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance. Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.

Shayne U.Business Development

4.0

I'd say my experience overall is good. I like how simple it is to create things. They all link together smoothly. My experience with other CRM programs is that they over complicate things with too many layers. Nutshell just keeps it simple and give me what I need. It could use a few more ways of spitting out information, but as far as keeping all my information in one spot it's quite good at it. I would suggest the product for a company that needs a CRM for information tracking. I think when it comes to an organization that needs a deeper data dig, Nutshell will not be the solution for them.

Phil C.Director of Sales

5.0

We previously used a locally-installed, server-based CRM (Goldmine), which was very functional but completely not portable. Migrating to Nutshell allows for easy remote access from anywhere an Internet connection can be found. And in this day in age, that's of the utmost importance. We also used to keep a bunch of Excel spreadsheets for sales tracking, pipeline management, and customer details, all of which have now been replaced by Nutshell's standard functionality.

James M.GM

5.0

Have been using Nutshell over the past 2 years and looking forward to many more. Have been through some growing pains with updates, but the bugs eventually get fixed. The Support team is awesome and are always helpful and very responsive. Nutshell has taken place of my company communication which has replaced email and texting.

Jerome P.Sales

4.0

Losing track of where we are with customers/venders/sales in general was killing our company. With using Nutshell we have been able to get our sales team on track. Our sales team has a good comfort zone with Nutshell Our experience with Nutshell has been very positive and was easy to implement!!

Daniel S.VP Sales

4.0

Nutshell allows a very small company like ours to manage all of our leads and clients in a manner that would be quite challenging without the software. We are a very unique business in a niche industry and Nutshell adapts very well to our needs.

anthont m.accounts manager

5.0

the soft ware benefit are great easy storage to save all my important documents easy to save important company files. helps to organize my folders has lot of data space to store all my important information