Nutshell is a sneaky powerful cloud-based CRM and sales automation tool for small businesses. The Nutshell platform offers sales process and collaboration tools, email sync with Gmail and Outlook, fully customizable reporting, and a flexible UI that can fit nearly any sales model.
Nutshell is designed to be implemented in a single day and offers a range of integrations with leading business tools like Google Apps, Constant Contact, Mailchimp, Intercom, Unbounce, Slack, and Zendesk. The application offers contact management and sales force automation applications with a range of personal email automation and tracking, task management, note-taking, pipeline management, forecasting, and reporting modules, in addition to basic customer service capabilities such as ticket management.
Nutshell also offers native iPhone and Android applications with real-time synchronization across all devices, allowing sales reps to create, search, and edit contact information while in the field. Reps can also use these apps to log activities and meetings using audio or video recordings.
Nutshell offers unlimited contacts and data storage, a live support staff, and a static price model with no hidden costs or overage charges.
Marilyn H. Branche: Finanzdienstleistungen Mitarbeiteranzahl: 13-50 Mitarbeiter
Great! It helps the team stay on track whether it's sales or implementation.
Reporting and filtering reports.
Keeping a track record of our leads.
Have to move over to pro to get more then one sales process. Pro is so expensive.
Bill P. Branche: Unternehmensberatung Mitarbeiteranzahl: 2-10 Mitarbeiter
I run a global consulting practice with hundreds of corporate clients and thousands of individual relationships that I manage. Nutshell lets me manage it all. It's my dashboard for everything in my company. It's entry-level rate is worth every penny.
I've used Nutshell for three separate businesses that I've run or owned. Each one considered a small to medium-sized business. Nutshell is perfectly suited to us because it's lightweight and easy to learn. It doesn't require an in-house expert on the app (like SalesForce). It's basic feature-set is all I've ever needed, and the support is terrific. Real people at the end of the phone, with fast responses. And, it's made in Michigan! It has a lot of simple customizations that I use; workflow, custom fields, leads, etc.
Integrations are somewhat limited, but still, plenty to work with. I'd like an integration to RingCentral's app. Also, it doesn't' handle subsidiary company relationships well. I've had to create a workaround with tags to help connect them.
John G. Branche: Buchhaltung Mitarbeiteranzahl: 2-10 Mitarbeiter
Our sales staff was apprehensive at first as there were lots of bells & whistles and a little worn out with the previous jumps from one CRM to the other. But within two weeks everyone fell in love with Nutshell and completely on board significantly contributing to an increased close ratio.
This CRM walks the less experienced sales rep through the entire sales process even recommending when to follow up even suggesting additional steps should be taken to get to the close. Upon close it automatically updates the customer database and the task management features facilitate the onboarding process. It also has a neat "Click-to-Call" feature that calls and optionally records directly from your prospect list providing an excellent sales training vehicle.
We would like to have seen the developers respond more quickly to feature suggestions but as a Sales CRM it is untouchable.
Prescott P. Branche: Metallabbau Mitarbeiteranzahl: 13-50 Mitarbeiter
We get a cost effective CRM that frees up cash flow for use elsewhere in our business.
Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps.
Every lead typically has a company or contact. But if you don't save the activity in the lead, and instead under the company or individual contact, you can't see it when your client calls in regarding the sale they want service for, so your customer service is hindered and your sales people look like they don't know the history of the account. It's embarrassing to use this software because Nutshell says they are only helping to land the sale, not support it, but this mindset about how they build their software results in a horrible disconnect with regards to how we are forced to serve our customers, and thus we are using a CRM that doesn't support the full life cycle of a sale. We keep hoping Nutshell will fix this and improve because their customer service is great, and their people mean well, but after several years of patiently waiting, we are concerned that we may never see this problem fixed. The mobile app also has so many glitches with the UX that it can't even compare the experience to how you can use leads in a web browser. Further, when we have a customer call in to ask about their account, the recent leads puts the oldest first in the list, which means we have to scroll through several hundred orders just to open the last order we did for that client. If you are trying to sell to a major corporate account with multiple facilities / departments, forget it with Nutshell; linking subcompanies / vendors / partners / other locations is a nightmare in Nutshell.
Steven S. Mitarbeiteranzahl: 51-200 Mitarbeiter
New sales people are able to jump right in with minimal training. Workflows are customizable, and tracking prospect information is a breeze.
Nutshell has been great for our software firm as it grew from a startup to a mid-market company. Nutshell is very similar to us in age, culture, feature philosophy, etc. so I always enjoy interacting with the team. The Support (via chat and email) is excellent and they are always willing to hear new feature ideas and requests. The affordability makes it a great first CRM for new and small businesses.
Importing can sometimes result in a lot of duplicate leads, so data cleanliness becomes a bit of an issue as you grow. Reporting has some room to grow but it's not too bad right now.