Likelihood to Recommend This is a quick and easy way to upload information from business cards to your current contact database. It can be used by those who are organizing email marketing campaigns. It is also good for personal use -- since it organizes all available information about any given contact it is a great resource for looking up people before meetings and doing other types of background research
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 Sharing contacts. Easy to edit. Nice interface. 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 Needs to allow for more than 50 business card transcriptions per month Sometimes tries to merge contacts that are not the same person Does not sync individual account with business account 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 my new favorite app for organizing contacts and segmenting email lists. It is also the only app I have used that will transcribe business cards with 100% accuracy (they use humans to enter info from pictures of cards rather than software, like most other apps). The "merge contact" feature is great and allows you to review the contacts being merged before doing so automatically. It also integrates with Google accounts, LinkedIn, Twitter, and Yahoo. Another great feature is the ability to export data in a file, which you can then upload to your regular CRM software or to
Constant Contact . I wish it would allow for more business card uploads per month. Even the paid subscription has a limit of 50 cards per month. I contacted customer support to inquire about increasing this limit and was told that I would need to upgrade to a yearly contract in order to do so. If FullContact continues to be useful, I will likely upgrade. However, given that the business card contacts is one of this software's best features, I was disappointed that this allowance could not be increased. Overall, however, I would highly recommend FullContact
Read full review 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 online and great mobile app as well
Read full review Very easy to use, great for small office
Read full review Reliability and Availability Automatically updates contacts daily
Read full review Performance Just make sure the app is not syncing on multiple devices at once -- this will cause a delay
Read full review Support Rating Their support is very responsive and friendly.
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 In-Person Training Very user-friendly, especially since it aggregates information from Google every day to update contacts.
Read full review Online Training Basic materials explaining account setup and how to manage your list. It doesn't take much training to become proficient
Read full review Implementation Rating Downloading the contacts to use in email marketing campaigns is the most difficult part of implementation.
Read full review Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Read full review Alternatives Considered FullContact has pretty much the best bang for your buck as far as the different features offered. You can do a lot of different things with it and it's all online or in an app on your phones. Easy access to the most accurate information available at your fingertips is pretty awesome
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 Scalability Easily updates contact information
Read full review Return on Investment Positive that the time is not spent updating individual phones. Negative in that if someone alters a contact, it will need fixed. Positive that users don't waste time calling wrong numbers. 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