Likelihood to Recommend 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.
Read full review In my opinion, Salesflare is an excellent CRM for small businesses. It includes everything a small business needs to manage leads, deals, and contacts in one convenient location. When a client needs more information or something done, I can quickly record it in their account—perfect for B2B SaaS and small businesses selling B2B in general.
Read full review Pros 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 Read full review Zero learning curve, one-minute setup and dead easy to integrate with complementary tools. Powerful data automation features so everything you do has maximum bottom-line impact. Stellar customer support: response is quick and the team really goes out of their way to solve your specific problems. Up to setting up custom solutions for you. Read full review Cons 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. Read full review It works wonderfully as a CRM for freelancers, consultants and small teams but feels like it would become more difficult to integrate with larger teams Sometimes have issues with email syncing with missing emails or having to reconnect my email to Salesflare Emails are sent from the app using their own servers, I would prefer to send via my own email system (Gsuite) for better delivery Read full review Likelihood to Renew 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.
Read full review Usability Very easy to use, great for small office
Read full review The pipeline, which is the core of the platform, is very clear and full of features. On top of that Salesflare added automations, integrations, plugins and emails. You can easily get your leads there from any platform and nurture your leads until you get the deal done. I think any business can benefit from using this sales CRM.
Read full review Support Rating 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.
Read full review Hit them on Chat support, and you are gonna get a response within a few minutes (if not in a few hours, during weekends) But they are gonna keep following with you till they make sure that your query has been resolved. Keep it up!
Read full review Implementation Rating Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Read full review Alternatives Considered 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.
Read full review Salesflare does its own thing compared to the others I've tried. It's unique even though it shares many of the main features a CRM should have.
Salesforce Lightning is amazing and feature-packed but can often get overwhelming depending on your use case. I never experience any slight lag or load times with Salesflare. Lightning can sometimes hang depending on your browser etc.
Read full review Return on Investment 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. Read full review So far, as optimistic as I am about using the CRM, I've seen a short and speedy return on my investment. Our sales process will quickly become more focused and effective. It's part of our operations and saves us time, but we've never tracked the financial impact. Read full review ScreenShots