14 Reviews and Ratings
30 Reviews and Ratings
It was not a good experience. Nothing was as advertised, from the user experience to the security of purchase. The address book was not able to be converted from the Leads module and the maps feature wasn’t able to connect from Leads. The mobile version has a lot of bugs and isn’t very functional. They have a tutorial, yet [I think they] aren’t proactive in distributing it to new users. Their focus is on sales. And it’s not a very salable product in my opinion. The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds. I had to initiate a chargeback with my bank after being told that “unfortunately, due to the terms and conditions...” No customer wants to hear that. [I feel] they tried to bully me into keeping their software. There are far too many options in 2021 for CRM to be forced into one, especially one so difficult to use. When I asked about a feature that I needed, I was told, “Perhaps later this year...” Not what I need if I’m paying good money for a software. Their sales VP wouldn’t call me when I requested a call after being denied a refund. When I went through their main website again after my experience with Maximizer, I [felt] that everything they advertise is not in line with the product they put out. They say that there’s a free trial available. Not the truth [in my experience]. This maybe would have been a good CRM in say, 1999. [I think] it’s antiquated and didn’t serve the needs of my business. I used well-known CRM previously and didn’t find Maximizer to be better than the free version of that one. There was a disconnect in usage that wasn’t able to be overcome by myself or my employees in several weeks of trials.
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.
Shared CalendarCustomer Service casesCommon database of customer informationIncentivized
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
Handling large data. Maximizer needs to improve on this.Add additional user-friendly shortcuts for the most frequently used functions in the web version.There is no mark for deletion option. They need to provide a way to delete without physically deleting records.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
We are heavily entrenched in Maximizer and trying to pull our data out and into another CRM, with the same amount of customization and workflow would take a lot of effort.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
The CRM didn’t have the capability I expected
Very easy to use, great for small officeIncentivized
The support staff are very knowledgeable and competent. Never really had an issue with them not knowing what they are doing. 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
We chose to go with Microsoft Dynamics CRM over Maximizer because of the customization and marketing options that were associated with Dynamics. The ease of use with Maximizer, however, was far better than that of Microsoft Dynamics.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
It allows us to maximize our service billingIt is easy to generate service quotesIt is easy to follow up on leads.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