35 Reviews and Ratings
30 Reviews and Ratings
Well suited for any size company which needs CRM management. Easy to use. Great for individuals or teams that use Apple products. Daylite and ios expert integration has been key in capturing leads from our website into the Daylite database, plus then if they opt into email marketing, they are entered into the MailChimp database. The web forms also automate the creation of opportunities and are linked with the contacts/companies. Sales Managers with geographical responsibilities can easily filter contacts or projects based on these regions so they only see what they need. Daylite is not appropriate for Windows users.Incentivized
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.
Daylite allows you to link your email so when you email a client it will link to their contact in Daylite and save the communication so anyone on the team can see all the emails that have been sent between the client and our company.Daylite allows you to create "opportunities" for the different packages and services we offer. This lets us track where someone is in the process, if they are still thinking about a service, have been sold on it, or are not interested.Daylite lets you leave notes on the account that everyone on the team can see. This has been so helpful for our company because it lets us drop helpful notes on personal things about the client that would be good for everyone to know.Incentivized
Customization - we are able to make Nutshell make the most sense for our company and processesScheduling - the ability to set tasks allows us to never forget a follow-up call or emailTags - allow us to prioritize leads and segment our customers and potential customersCommunication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same pageEmail History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one placeIncentivized
The main drawback of Daylite is that it becomes slow on its iOS mobile devices.Sometimes I face a lot of retries to log into the account. The mobile app needs a change and needs an upgrade. Apps are lacking in giving appointment reminders on time. Sometimes it does not notify on the right time about the appointment with the client.Incentivized
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.Incentivized
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.Incentivized
Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.Incentivized
Very easy to use, great for small officeIncentivized
The team at Marketcircle has always been good at support and usually quick to respond and usually under 1 hour. Keep up the good work here!Incentivized
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.Incentivized
Implementation is difficult everytime but this was relatively simple due to the small amount of data we movedIncentivized
Daylite provides authentic services and features with excellent programming. I have also collaborated on the Daylite calendarwith Apple Calendar so that I can never leave behind any updates of thefuture. Moreover, it keeps on updating its feature for giving better services.Incentivized
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.Incentivized
Daylite has been very helpful for new employees to answer their own questions about contacts/passwords, etc.We found the tiny notification bell to be weak, sometimes a project comes in with a tight deadline and we have to double-check and ask an employee if they saw the notification. More time would be saved by just chatting about the project and its expectations.A huge benefit is the institutional knowledge that can be had by reading past projects. We've tracked everything, so the history is there.Incentivized
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.Incentivized