Nutshell Reviews

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.

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

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

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.

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.

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.

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

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.

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

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.

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.

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.

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.

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.

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.