HubSpot CRM vs Nutshell

• Ease of use in the beginning - Not a steep learning curve to start using it.
• The free version surprisingly includes a lot of features.
• It can grow with you as your company / client base grows.
• Has increasingly improved its available integrations with other software.
• Surprisingly a lot of great features that integrate with Gmail (what our company uses). Other CRM software are more geared towards Outlook.

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• 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

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• I wish that contact details could be edited from the main contact page (in more of a spreadsheet style), rather than having to individually click into each contact or preview a contact to change data
• A/B testing for emails or steps within sequences would be helpful
• Currently, the details of each step in a sequence can only be viewed if you click "edit", but if would be nice to be able to read the emails that are contained within a sequence without having to go into edit mode.

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• 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.

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• Success with Initial Contact has gone up without question. We immediately get in touch with virtually every client we follow up with.
• Average Meetings Booked has greatly increased thanks to the Meetings tool. I'm able to book meetings literally in my sleep.
• Decreased Sales data entries have gone down significantly. Thanks to HubSpot, we simply spend way less time manually inputting things and more time selling.
• Customer Satisfaction and Online Reviews are certainly way up. Nearly half of our online reviews are all from the last 18 months and I think HubSpot had a role in that positive customer response.

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• 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.

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