9.3
Spot Score
Your ultimate solution for customer relationship success.
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Starts from $16/User/Month when Billed Yearly
Nutshell has established itself as a highly reliable and user-friendly CRM solution, winning over teams for its straightforward setup and intuitive interface. Its key strengths lie in its customizable workflows, seamless integrations, and the ability to track leads, client interactions, and sales progress effortlessly. Businesses appreciate the standout customer ...Read more
Easy-to-use interface with a clean, intuitive design, making navigation and setup simple even for non-technical users.
Strong customer support with responsive assistance, onboarding help, and helpful training resources like videos and guides.
Customizable workflows and pipelines to suit individual business needs and sales processes.
Effective CRM functionality for tracking leads, sales, and client communication in real-time, maintaining a central hub of information.
Limited reporting and analytics features, lacking advanced capabilities for businesses requiring in-depth insights.
Bulk email limitations, with capped daily email campaigns, reducing scalability for outreach efforts.
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CP
Catia P
11/30/16
"Easy to use and portable"
What do you like best about Nutshell? Is really immediate to use and easy to learn and teach. More over you can use with the application on mobile phone that helps you with calls and registration of the actions done What do you dislike about Nutshell? The increasing monthly price in the last three years What problems is Nutshell solving and how is that benefiting you? it helps me to keep in mind meetings, calls and every speech I had with my leads or clients
RL
Ryan L
11/30/16
"Intuitive, Streamlined, and User Friendly"
What do you like best about Nutshell? Nutshell allows a team member with minimal training to jump right in on a project and have an impact. What do you dislike about Nutshell? Mass emails sometimes auto populate with the wrong names. Recommendations to others considering Nutshell: Great product + great price = great outcomes What problems is Nutshell solving and how is that benefiting you? This CRM allows all communications to be streamlined and communication is the key to growing a team ...
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JL
Jon L
11/30/16
"Use Nutshell for sales lead tracking daily"
What do you like best about Nutshell? Creating leads and being able to see a list of them is very easy. Then I can sort the lead database based on several different criteria instantly allows me to focus on the key leads. You can open multiple copies and see your leads sorted different ways. Also, there are weekly goals for calling, emailing, and hosting meetings which is actually more useful than I imagined to monitor and self regulate my daily and weekly progress. What do you dislike about ...
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AU
Anonymous User
11/30/16
"Nutshell User for a Short Period "
What do you like best about Nutshell? The Dashboard view that allows me to not only see any upcoming close dates scheduled or past due but also allows me to see my teams upcoming close dates or past due dates as well. The all in one view as soon as I log in is very helpful first thing. What do you dislike about Nutshell? Some of the changes that were recently made to Nutshell shift some of the titles of leads and/or wording around within the leads which made it a little difficult to find or ...
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PJ
Patrik J
11/30/16
"I have reviewed"
What do you like best about Nutshell? I like the way I can customize the platform and personalize the steps. Tracking of progress and task notifications. What do you dislike about Nutshell? Analytics and reporting, we do not get what we are looking for. Also creation of a lead could be simplified. What also bothers is the lack of outline in the calendar. What problems is Nutshell solving and how is that benefiting you? I hardly realized anything but the platform is great for tracking the ...
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JG
James G
11/30/16
"International business sales as broker"
What do you like best about Nutshell? The program is incredibly intuitive. I'm a convert from practicing medicine to business. So, I have no experience in CRM and only in electronic medical records. I was apprehensive as ERM is horrible and couldn't possibly be less user-friendly. I was happily surprised when I began and have continued to use nutshell. I have no better way to explain it other than it works the same way my brain does. It's like having a peripheral brain. What do you dislike ...
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AU
Anonymous User
11/30/16
"Rather simple application"
What do you like best about Nutshell? The Dashboard lays out everything you need. In addition, I like the clarity of the fields and ease of use. Good, clear graphics. What do you dislike about Nutshell? I wish there was a "tips pop-up" to offer simple solutions / reminders to each activity you are working on during the day. The help chat feature is good, just a little slow in responsiveness. Recommendations to others considering Nutshell: Definitely worth considering due its simple and ...
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AU
Anonymous User
11/30/16
"Good CRM system, with great potential"
What do you like best about Nutshell? Cloud based, user friendly, super easy to learn and get started with. What do you dislike about Nutshell? The search function could be better, we often add duplicates without noticing. Recommendations to others considering Nutshell: Really good CRM system/tool for smaller teams (like us). Easy to use, so a good product to start out with. If you are a larger sales department for example, I would probably recommend something else instead. What problems is ...
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JZ
Justin Z
11/30/16
"I like the direction! Still needs polishing."
What do you like best about Nutshell? I like how active the Nutshell team is at constantly improving the platform. I love how they actively participate in their forums to refine features within the CRM. Aesthetically pleasing and has a Mac OS and iOS app. What do you dislike about Nutshell? Within the Mac OS app, there are several bugs which hinder usability. Autocorrect has been a nuisance when attempting to add names and email addresses. Filtering needs some major improvement. An iPad app ...
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CA
Clint A
11/30/16
"Still Working On It"
What do you like best about Nutshell? The dashboard on Nutshell is great for providing real time information and is easy to understand/use. Adding and removing information from accounts is easy to understand/use. I have had very few issues uploading CSV information to Nutshell and the few problems I had were resolved within 24hrs. What do you dislike about Nutshell? The company I am currently using it for uses Nutshell primarily for processing sales operations information. They do not use ...
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