Ion Interactive vs. Nutshell CRM

If you want to choose a quick start template and fill in the fields with your content, Ion will be fantastic for you. We've done this with whitepapers and quizzes and it's been great and extremely easy to use. If you have an exact idea of what you want, and a background in web development, you may get frustrated. Ion has some quirks that make it tricky to fully customize - everyone once in a while I really just want to go into the HTML and make some changes, but can't. If you are looking to reuse a piece of content for specific targeting (industry or account-specific), Ion is great. The dynamic substitutions are great and very helpful.

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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.

• Quick Starts make it so easy to get started.
• Real-time updates are awesome and save a ton of wasteful process.
• The combination of user friendliness for simple things and the flexibility to do more complex things is great.
• Chat support is excellent and deeper-dive support has been super helpful.
• The ability to use these tools in the cloud or embedded has given us tactic flexibility.

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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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• Ion University, while stacked with a wealth of information, is difficult to navigate from a troubleshooting perspective. The tutorial videos are all very helpful, but they are also very long. Sometimes I would want to search for how to address a particular issue I was struggling with and it would be a two-minute segment buried in a 45-minute video.
• Again, getting back the self-guidance side of things. I think a lot of the tutorials are set up in a way that makes sense to Ion, but not as much to the end user.
• I think the controls admins use when creating new users could be a bit more straightforward.

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• integration with email doesn't work as advertised
• would like integration with quickbooks
• If there is a misspelling in any one email address, you can not send a mass email. You must go back and correct each error before it can send.

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We use it for every landing page and we plan on only doing more dynamic content creation. We dont see that option coming in-house any time ever in the future. ION has a very robust platform for us to work with that really allows us to do more for our customers in regards to having the one-to-one conversation.

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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.

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Usability is straightforward, with extensive documentation and tutorials provided to ensure landing pages are built to specifications and can be optimized for performance. Built-in platform funnels give insight into customer dropoff, success/failures, and conversions (at a glance). Setting up a landing page can be done quickly and easily, with numerous integrations (CRMs like SalesForce, for instance) supported

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Extremely easy to use and they help you throughout the process. I find it not challenging, an effective utility to help us prioritize and engage efficiently at a reasonable price point. We enjoy working with the team there and they're easy to access. I've already recommended it to two colleagues

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Sometimes the editor can be a little slow.

The ION support team is amazing. There has not been a single issue they they could not solve for me. If there is a feature or request that they do not have, they have even, on occasion, created custom scripts for our team. *Update 6/5/17 - ION has continued to delight on multiple occasions. I appreciate their attention to detail and ability to solve whatever issue I have. After 3+ years of use and support, ION still has my full endorsement.

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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.

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They offer a great amount of online training, videos, articles, etc. There is usually an answer available if you run into an issue. I would recommend taking advantage of the online training they offer. I wish I would have done it sooner.

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There were a lot of things we learned about the tool once we really got in and got our hands dirty. Being hands-on was essential for our team to be able to utilize ION in the most effective manner.

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Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved

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I was not the decision maker to choose this over Uberflip, but the UI is much more appealing to me. It's incredibly easy to use, clean, and from a backend standpoint, it requires little to no tech savvy'ness. Our team has really enjoyed using it and has required no training what-so-ever.

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When I first started with BCI, they were using ACT!. It was hard to navigate and there were a lot of spots for duplicate information that made it hard to know if you were in the right spot or not. Then if you had trouble, you would spend 3 hours on the phone with customer service and often they would not even be able to find a solution. I would not recommend ACT! to anyone. Since getting nutshell, I have learned a bit about Cosential and I know that it is more catered to the construction industry and can help with proposal creation, so I think that may be something we consider in the not-too-near future.

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Separate client portfolios enable scalability, however, some elements are still grouped for all accounts so it's difficult to scale for an ad agency with multiple clients. Would prefer totally separate sections of the platform for all clients with each element housed separately.

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• Though we have not had the service long enough to see any measurable outcomes, we've been able to create interactive web content faster than ever before
• The speed with which we can build interactive pages and re-use assets has been critical as projects we've done with Ion have made their way around and more and more internal clients have said "me too" for their own projects
• It is very pricey at $28K for the base annual subscription (dropping to $24k after the first year), so depending on your budgetary situation, that may make no sense for your team--but we had contract money set aside for a company to build us a microsite for around the amount, so we just used it for Ion instead and will now be building the microsite ourselves using it

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• Nutshell CRM has had a major impact on ROI. The last program we used cost more and had fewer features and accessibility.
• One negative impact is its email functions. As stated before in this review I need to be able to send large attachments and pics through email and Nutshell is very limited when it comes to that.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info