What users are saying about
21 Ratings
21 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.5 out of 100

Likelihood to Recommend

Nutshell

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.
Catherine Corass | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Nutshell
7.3
Customer data management / contact management
Nutshell
9.0
Workflow management
Nutshell
8.1
Territory management
Nutshell
6.0
Opportunity management
Nutshell
8.8
Integration with email client (e.g., Outlook or Gmail)
Nutshell
7.5
Quote & order management
Nutshell
6.7
Interaction tracking
Nutshell
9.3
Channel / partner relationship management
Nutshell
3.0

Customer Service & Support

Nutshell
8.8
Case management
Nutshell
9.7
Call center management
Nutshell
8.0

Marketing Automation

Nutshell
8.1
Lead management
Nutshell
8.4
Email marketing
Nutshell
7.8

CRM Project Management

Nutshell
8.9
Task management
Nutshell
9.1
Reporting
Nutshell
8.8

CRM Reporting & Analytics

Nutshell
8.2
Forecasting
Nutshell
8.0
Pipeline visualization
Nutshell
7.9
Customizable reports
Nutshell
8.7

Customization

Nutshell
8.2
Custom fields
Nutshell
7.9
Custom objects
Nutshell
9.0
Scripting environment
Nutshell
9.0
API for custom integration
Nutshell
7.0

Security

Nutshell
7.5
Single sign-on capability
Nutshell
9.0
Role-based user permissions
Nutshell
6.0

Social CRM

Nutshell
7.8
Social data
Nutshell
7.5
Social engagement
Nutshell
8.0

Integrations with 3rd-party Software

Nutshell
8.0
Marketing automation
Nutshell
8.0
Compensation management
Nutshell
8.0

Platform

Nutshell
7.6
Mobile access
Nutshell
7.6

Pros

Nutshell

  • 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
Jennifer Callaghan | TrustRadius Reviewer

Cons

Nutshell

  • 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.
Laci Fitch | TrustRadius Reviewer

Likelihood to Renew

Nutshell

Nutshell 10.0
Based on 1 answer
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.
Dan Aylward | TrustRadius Reviewer

Usability

Nutshell

Nutshell 9.0
Based on 1 answer
Very easy to use, great for small office
Dan Aylward | TrustRadius Reviewer

Support Rating

Nutshell

Nutshell 9.5
Based on 2 answers
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.
Jennifer Callaghan | TrustRadius Reviewer

Implementation Rating

Nutshell

Nutshell 8.0
Based on 1 answer
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Dan Aylward | TrustRadius Reviewer

Alternatives Considered

Nutshell

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.
Gregory Palenschat | TrustRadius Reviewer

Return on Investment

Nutshell

  • 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.
Phil Curtolo | TrustRadius Reviewer

Pricing Details

Nutshell

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Nutshell Editions & Modules

Edition
Starter$201
Pro$351
Pro+$701
  1. per user, per month
Additional Pricing Details

Rating Summary

Add comparison