What users are saying about
21 Ratings
1 Ratings
21 Ratings
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Score 8.4 out of 100
1 Ratings
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Score 9 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

Revenue Grid

If you are using Office365 and it is within your budget, utilizing SmartCloud Connect as an interface with a CRM is a no-brainer. It remains hidden when Outlook opens, but with an email selected you can open it with a single click. It then allows you to associate the email and even attachments with email addresses that were included in the to, cc, or from sections of the email. It's a very intuitive user interface and saves time in email tracking.
Kenneth Harrington-Colon | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Nutshell
7.3
Revenue Grid
Customer data management / contact management
Nutshell
9.0
Revenue Grid
Workflow management
Nutshell
8.1
Revenue Grid
Territory management
Nutshell
6.0
Revenue Grid
Opportunity management
Nutshell
8.7
Revenue Grid
Integration with email client (e.g., Outlook or Gmail)
Nutshell
7.5
Revenue Grid
Quote & order management
Nutshell
6.8
Revenue Grid
Interaction tracking
Nutshell
9.3
Revenue Grid
Channel / partner relationship management
Nutshell
3.0
Revenue Grid

Customer Service & Support

Nutshell
8.8
Revenue Grid
Case management
Nutshell
9.7
Revenue Grid
Call center management
Nutshell
8.0
Revenue Grid

Marketing Automation

Nutshell
8.1
Revenue Grid
Lead management
Nutshell
8.4
Revenue Grid
Email marketing
Nutshell
7.8
Revenue Grid

CRM Project Management

Nutshell
9.0
Revenue Grid
Task management
Nutshell
9.1
Revenue Grid
Reporting
Nutshell
8.8
Revenue Grid

CRM Reporting & Analytics

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

Customization

Nutshell
8.2
Revenue Grid
Custom fields
Nutshell
7.9
Revenue Grid
Custom objects
Nutshell
9.0
Revenue Grid
Scripting environment
Nutshell
9.0
Revenue Grid
API for custom integration
Nutshell
7.1
Revenue Grid

Security

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

Social CRM

Nutshell
7.7
Revenue Grid
Social data
Nutshell
7.4
Revenue Grid
Social engagement
Nutshell
8.0
Revenue Grid

Integrations with 3rd-party Software

Nutshell
8.0
Revenue Grid
Marketing automation
Nutshell
8.0
Revenue Grid
Compensation management
Nutshell
8.0
Revenue Grid

Platform

Nutshell
7.7
Revenue Grid
Mobile access
Nutshell
7.7
Revenue Grid

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

Revenue Grid

  • Keeps email tracking simple within Outlook.
  • Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities).
  • Single-button click to open or close the SmartCloud interface in Outlook.
Kenneth Harrington-Colon | 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

Revenue Grid

  • The software updates often, leading to an opening delay the first time it is used in a session.
  • Creating contacts is simple, but can lead to duplicates when proper research for tracking is not utilized by the end user.
  • Extra cost on top of CRM costs add to the bottom line expense of the system.
Kenneth Harrington-Colon | 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

Revenue Grid

No score
No answers yet
No answers on this topic

Usability

Nutshell

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

Revenue Grid

No score
No answers yet
No answers on this topic

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

Revenue Grid

No score
No answers yet
No answers on this topic

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

Revenue Grid

No score
No answers yet
No answers on this topic

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

Revenue Grid

Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.
Kenneth Harrington-Colon | 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

Revenue Grid

  • Departments that use it save time on email tracking, allowing them to focus on client request and tasks.
  • Simple integration with Outlook made it a breeze to set up, allowing for quick expansion or reduction of licenses.
  • Extra cost has prevented us from applying the utility company-wide, which creates dual methodologies for email tracking and training.
Kenneth Harrington-Colon | TrustRadius Reviewer

Screenshots

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

Revenue Grid

General

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

Revenue Grid Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Nutshell
8.5
Revenue Grid
9.0

Likelihood to Renew

Nutshell
10.0
Revenue Grid

Usability

Nutshell
9.0
Revenue Grid

Support Rating

Nutshell
9.5
Revenue Grid

Implementation Rating

Nutshell
8.0
Revenue Grid

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