Likelihood to Recommend CiraSync is well suited to syncing company contacts into the Outlook user's mailbox. This could allow for calling with an IP phone, or from a cell phone. It's also well suited to syncing Calendars and Notes into the Outlook user's mailbox, where they do not already have permission on the calendar. However, to avoid confusion it is better not to duplicate calendars when the user can see them from Outlook.
Read full review 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.
Read full review Pros Share important information with your staff consistently, easily and quickly. Regardless of their geographic location. Friendly, easy to use user interface that makes managing complex rules of which information you want sent to subsets of people very easy to manage. A very responsive support team. They get back to you quickly and you typically have a solution or answer in one iteration. Read full review 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 Read full review Cons I'd like to see a few different options regarding licensing option. Read full review 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. Read full review Likelihood to Renew 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.
Read full review Usability Very easy to use, great for small office
Read full review Support Rating The documentation isn't the most robust. Most support sites are very detailed and easily searchable.
Read full review 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.
Read full review Implementation Rating Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Read full review Alternatives Considered We tried 4Team Sync2 Cloud and also
itrezzo . While we were not able to justify installing a server, installing a cloud app from the Microsoft store was easy and fit our business needs.
Read full review 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.
Read full review Return on Investment It is difficult to capture specific dollar based ROI in this circumstance. Anecdotally, when it is 3 a.m. and I get an urgent call about an emergent issue at a remote location -- at my fingertips and the fingertips of everyone I work with are the names and phones numbers of our important contacts, site codes that we need to relay to emergency services, and other important information. I don't waste time searching for a piece of paper. I don't worry whether the next person I'm calling has a different site code or phone number. The data is readily available and consistent with all employees. Read full review 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. Read full review ScreenShots