Unsatisfactory team experience there, lack of customization, days without a response, no cross-team communication, generally poor experience and subpar customer service, also self-serve, lack of team effort. Change attributes to their program regularly. I would steer clear. …
QuickBooks is great for accounting needs, but Nutshell is a better CRM. It's more customizable allowing us to ensure our sales process is smooth and the same each time a customer uses our services.
We came from using Big Contacts, which was a simpler CRM program that we just simply outgrew. We entertained a few other CRM programs before deciding on Nutshell back in 2017. We did a demo with SalesForce and it was more advanced than what we needed. I honestly can't quite …
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 …
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 …
We used Salesforce trial, but that was way too costly. We started using Nutshell CRM out of necessity, just to get organized and it seemed easy to use. We now use InfoFlo, simply because it is computer-based, unlimited installs, and a one-time cost.
CEO - Strategy, Product Management, and Business Development
Chose Nutshell
Nutshell is just as good as these others (for small-medium companies), is much easier to use, and offers more easy-to-use flexibility, and customization that would require an FT admin on these other tools.
We transitioned from GoldMine to Nutshell about 4 years ago, and in fairness to GoldMine, we were using an older version of their software. It was installed locally and didn't have any remote accessibility, so doing anything from the road was a challenge, to say the least. We …
We have used Dynamics CRM for many years. While the tool was indeed powerful, we found ourselves longing for something that has a lower "friction" to just getting things done.
I did not select Nutshell CRM. My employer has that information, but as far as I feel, Nutshell has better uses than Zoho CRM and can be used just as effectively in B2B relations. We only use Nutshell for candidate data, so business contacts are not mixed.
PlusThis
No answer on this topic
Features
Nutshell CRM
PlusThis
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Nutshell CRM
9.1
Ratings
14% above category average
PlusThis
-
Ratings
Customer data management / contact management
8.70 Ratings
00 Ratings
Workflow management
10.00 Ratings
00 Ratings
Territory management
10.00 Ratings
00 Ratings
Opportunity management
10.00 Ratings
00 Ratings
Integration with email client (e.g., Outlook or Gmail)
7.00 Ratings
00 Ratings
Contract management
10.00 Ratings
00 Ratings
Quote & order management
9.30 Ratings
00 Ratings
Interaction tracking
7.00 Ratings
00 Ratings
Channel / partner relationship management
10.00 Ratings
00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Nutshell CRM
10.0
Ratings
26% above category average
PlusThis
-
Ratings
Case management
10.00 Ratings
00 Ratings
Call center management
10.00 Ratings
00 Ratings
Help desk management
10.00 Ratings
00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Nutshell CRM
8.3
Ratings
6% above category average
PlusThis
-
Ratings
Lead management
9.70 Ratings
00 Ratings
Email marketing
7.00 Ratings
00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Nutshell CRM
9.9
Ratings
25% above category average
PlusThis
-
Ratings
Task management
9.60 Ratings
00 Ratings
Billing and invoicing management
10.00 Ratings
00 Ratings
Reporting
10.00 Ratings
00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Nutshell CRM
10.0
Ratings
25% above category average
PlusThis
-
Ratings
Forecasting
10.00 Ratings
00 Ratings
Pipeline visualization
10.00 Ratings
00 Ratings
Customizable reports
10.00 Ratings
00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Nutshell CRM
9.8
Ratings
24% above category average
PlusThis
-
Ratings
Custom fields
9.30 Ratings
00 Ratings
Custom objects
10.00 Ratings
00 Ratings
Scripting environment
10.00 Ratings
00 Ratings
API for custom integration
10.00 Ratings
00 Ratings
Security
Comparison of Security features of Product A and Product B
Nutshell CRM
10.0
Ratings
17% above category average
PlusThis
-
Ratings
Single sign-on capability
10.00 Ratings
00 Ratings
Role-based user permissions
10.00 Ratings
00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Nutshell CRM
9.5
Ratings
23% above category average
PlusThis
-
Ratings
Social data
9.00 Ratings
00 Ratings
Social engagement
10.00 Ratings
00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Nutshell CRM
10.0
Ratings
28% above category average
PlusThis
-
Ratings
Marketing automation
10.00 Ratings
00 Ratings
Compensation management
10.00 Ratings
00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Nutshell is very customizable making it a good fit for smaller companies with out huge budgets for these services. I would think in a larger scale business, you would want a system that is specifically designed for the particular industry.
Nutshell is great with reminders from calls, emails, meetings, and activities it helps you track all of the necessary every day must-do activities.
The best thing about Nutshell CRM is that multiple team members can refer to it whether they are in the office or on the road. Nutshell is great on a PC, Mac, or pretty much any mobile device.
One of the many things that I personally like about Nutshell is how user-friendly it is. Once you work with it for a day or two everything is super easy to manage.
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.
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.
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
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.
I did not select Nutshell CRM. My employer has that information, but as far as I feel, Nutshell has better uses than Zoho CRM and can be used just as effectively in B2B relations. We only use Nutshell for candidate data, so business contacts are not mixed.
Tracking - Nutshell allows us to track how many leads or coming for our prospecting or inactive account calling efforts, it has been great for showing results to our management team
Organization - Nutshell gives us the opportunity to easily access account or contact history and make connections with the customers we interact with