LeadDelta vs. Nutshell CRM

I signed up for LeadDelta because I heard they were the best CRM for business professionals using LinkedIn. I spent hours getting it set up and configured. I wanted to update my CRM contacts with the contact information from my Google account. So I went through the effort of migrating my Google contact data. But it created duplicates of all my contacts. I then tried to delete the duplicates, but the only option is to hide the imported contacts, there is no way to remove them. But hiding them does not remove them from the dashboard data. I reached out for help and had to argue with the customer support that my dashboard was indeed showing data for the hundreds of contacts I manually selected and hid. I was told they could not remove the contacts from their end. As a software engineer, I know it is not that hard to update a database. But I was told it was impossible. I politely asked for a refund, twice, but they refused, even though I had just subscribed 2 days prior and was never able to use the software to track my contacts. I had to contest the charges with the credit card company, and now LeadDelta is fighting the refund. I cannot believe their lack of customer service and care.

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.

• Update contacts from Linkedin
• Displaying data
• Tagging Contacts

• 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

Incentivized

• They should not require payment to clean up data when uploading from Google
• They should allow deleting contacts and cleaning up the dashboard
• They should allow rolling back failed merges with external databases

• 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.

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

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

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 moved

Incentivized

LeadDelta was supposed to be easier to use and update. It was recommended to me as a better way to track my contacts and organize my followup. But with data corruption, LeadDelta became unusable for me, and they were unwilling to make it right.

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.

Incentivized

• Cost me 2 days of work before it became unusable.
• Cost me $300 which they do not want to refund despite their inability to fix my dashboard.
• I wish I had never used LeadDelta in the first place.

• 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.

Incentivized