3 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 9.6 out of 100
Based on 3 reviews and ratings
21 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 8.5 out of 100
Based on 21 reviews and ratings
Likelihood to Recommend
17hats
It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Nutshell
This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis?If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.
Lead GEN 2 /Business Development Specialist
Candidate Sourcing GroupStaffing and Recruiting, 1-10 employees
Feature Rating Comparison
Sales Force Automation
17hats
9.3
Nutshell
7.3
Customer data management / contact management
17hats
9.5
Nutshell
9.0
Workflow management
17hats
9.5
Nutshell
8.2
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Nutshell
7.5
Contract management
17hats
10.0
Nutshell
—
Quote & order management
17hats
10.0
Nutshell
6.7
Interaction tracking
17hats
8.0
Nutshell
9.4
Territory management
17hats
—
Nutshell
6.0
Opportunity management
17hats
—
Nutshell
8.8
Channel / partner relationship management
17hats
—
Nutshell
3.0
Customer Service & Support
17hats
8.0
Nutshell
8.8
Case management
17hats
8.0
Nutshell
9.7
Call center management
17hats
—
Nutshell
8.0
Marketing Automation
17hats
8.0
Nutshell
8.2
Lead management
17hats
8.0
Nutshell
8.4
Email marketing
17hats
—
Nutshell
7.9
CRM Project Management
17hats
9.5
Nutshell
8.9
Task management
17hats
9.0
Nutshell
9.1
Billing and invoicing management
17hats
10.0
Nutshell
—
Reporting
17hats
—
Nutshell
8.8
Customization
17hats
9.5
Nutshell
8.2
Custom fields
17hats
9.0
Nutshell
7.8
Custom objects
17hats
10.0
Nutshell
9.0
Scripting environment
17hats
—
Nutshell
9.0
API for custom integration
17hats
—
Nutshell
7.0
Security
17hats
9.5
Nutshell
7.5
Single sign-on capability
17hats
10.0
Nutshell
9.0
Role-based user permissions
17hats
9.0
Nutshell
6.0
Integrations with 3rd-party Software
17hats
8.0
Nutshell
8.0
Marketing automation
17hats
8.0
Nutshell
8.0
Compensation management
17hats
—
Nutshell
8.0
Platform
17hats
8.0
Nutshell
7.6
Mobile access
17hats
8.0
Nutshell
7.6
CRM Reporting & Analytics
17hats
—
Nutshell
8.2
Forecasting
17hats
—
Nutshell
8.0
Pipeline visualization
17hats
—
Nutshell
7.9
Customizable reports
17hats
—
Nutshell
8.6
Social CRM
17hats
—
Nutshell
7.8
Social data
17hats
—
Nutshell
7.6
Social engagement
17hats
—
Nutshell
8.0
Pros
17hats
- Invoicing
- Creating online questionnaire
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Nutshell
- 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
Marketing Coordinator
American Backflow Products CompanyWholesale, 11-50 employees
Cons
17hats
- Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Nutshell
- 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.
Marketing Coordinator
Beckenhauer ConstructionConstruction, 11-50 employees
Likelihood to Renew
17hats
No score
No answers yet
No answers on this topic
Nutshell
Nutshell 10.0
Based on 1 answer
This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.
Senior Consultant
AbilitaTelecommunications, 11-50 employees
Usability
17hats
17hats 9.0
Based on 1 answer
It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Nutshell
Nutshell 9.0
Based on 1 answer
Very easy to use, great for small office
Senior Consultant
AbilitaTelecommunications, 11-50 employees
Support Rating
17hats
17hats 8.0
Based on 2 answers
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Nutshell
Nutshell 9.5
Based on 2 answers
Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.
Marketing Coordinator
American Backflow Products CompanyWholesale, 11-50 employees
Implementation Rating
17hats
No score
No answers yet
No answers on this topic
Nutshell
Nutshell 8.0
Based on 1 answer
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Senior Consultant
AbilitaTelecommunications, 11-50 employees
Alternatives Considered
17hats
No answers on this topic
Nutshell
Well, my team had trials for these others and they all prefer Nutshell for different reasons. I prefer it as I need a user-friendly software to help me out as I am not a big tech guy. I have heard others in the office say things like they like the way activities are scheduled better, or the way nothing ever gets accidentally erased if they hard crash or power goes out.
Prodcut Consultant
North Star SurfacesBuilding Materials, 11-50 employees
Return on Investment
17hats
- ROI - Saves me time on creating invoices and questionnaires.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Nutshell
- Nutshell's mobility has provided significant ROI for me since we've started using the CRM. I've been able to provide immediate feedback to clients, schedule meetings from the field with confidence, and much more.
- Nutshell's tagging features have helped us craft custom mailing/email lists. We struggled to do this in the past.
Director of Sales
Software Consulting ServicesComputer Software, 11-50 employees
Pricing Details
17hats
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
17hats Editions & Modules
Edition
Starting Price | $45.001 |
---|
- Per Month
Additional Pricing Details
—Nutshell
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Nutshell Editions & Modules
Edition
Starter | $201 |
---|---|
Pro | $351 |
Pro+ | $701 |
- per user, per month