Nutshell

Bang for your Buck

Commenti: Great! It helps the team stay on track whether it's sales or implementation.

Aspetti positivi:

Reporting and filtering reports. Keeping a track record of our leads.

Aspetti negativi:

Have to move over to pro to get more then one sales process. Pro is so expensive.

Excellent CRM for our Niche Application - Best of Multiple Reviewed/Used

Commenti: Excellent! The customer service has been responsive and the system has been 100% reliable.

Aspetti positivi:

Barrier to entry was low with minimal upfront cost needed to evaluate the software. Ease of use for a small company with minimal resources to devote to developing, executing, and maintaining the system.

Aspetti negativi:

So far the only con that we have experienced has been in the reporting functions. This could be a by-product of our unique needs or our lack of resources available to investigate it further. It does seem limited compared to Salesforce.

Nutshell review

Aspetti positivi:

I'm delighted I can look up information on our firm and individuals. We can be very specific about the data we want, and obtaining a significant amount of information with only a few clicks is really straightforward. We can observe a vast volume of data quickly and efficiently.

Aspetti negativi:

When utilizing the system to send emails to several recipients, I'd like to have additional alternatives. I'm now obliged to utilize templates, and I'd rather type everything all at once.

leads don't allow you to easily sell services, only products. After sale service is hindered.

Commenti: We get a cost effective CRM that frees up cash flow for use elsewhere in our business.

Aspetti positivi:

Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps.

Aspetti negativi:

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.

Pros and cons of Nutshell

Commenti: Overall experience has been fine and easy going with Nutshell as it provides everything that we required from requirements stand point also mainly about sales pipeline management functionality.

Aspetti positivi:

The most useful feature of Nutshell is the sales pipeline management where it managed every complex and monotonous stage of sales that in turn also provide analytics and reporting functionality for research purpose and presentation for the stakeholders.

Aspetti negativi:

When it comes to documents storage then there are lot of improvement required as the platform involved in holding the document is fishy and complex to deal with.