MyMedLeads vs. Nutshell CRM

Even though at this stage I have been using MyMedLeads for several years, I honestly couldn't recommend it for any use case. We have actively been looking for a new CRM to replace it and should be moving away from MML in the near future. You can find a better CRM solution, even if you are using Nextech as your EMR

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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.

• Ability to create a patient record within Nextech directly from MyMedLeads
• HIPPA-Compliant
• Good support team

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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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• In my opinion, horribly underdeveloped platform and feature set
• Bare-Bones CRM Functions
• I believe it is broken, untrustworthy reporting
• SMS marketing features recently shut down due to carrier issues
• I think it is difficult to use, inefficient UI
• No customization options
• Lead source not mapped to Nextech when converting leads
• I believe it is cumbersome, low-quality solutions for VOIP and Live Chat Integration
• Closed API

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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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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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I think it is cumbersome, underdeveloped and outdated user interface with zero customization options.

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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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Good support from their team.

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

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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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• Lack of integrations with our other systems and closed API makes for a cumbersome and fragmented tech-stack at out practice
• Able to track ROAS of basic campaigns (Google Ads, Meta Ads)
• Barebones CRM features helps to support the staff
• I think it is barebones Marketing Automation helps with lead nurturing
• SMS Marketing was useful until it was shut down

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• 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