What users are saying about
21 Ratings
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Score 8.4 out of 100
32 Ratings
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Score 8.7 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

SalesforceIQ CRM (Discontinued)

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
Melanie Zehr | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Nutshell
7.3
SalesforceIQ CRM (Discontinued)
9.1
Customer data management / contact management
Nutshell
9.0
SalesforceIQ CRM (Discontinued)
9.0
Workflow management
Nutshell
8.1
SalesforceIQ CRM (Discontinued)
Territory management
Nutshell
6.0
SalesforceIQ CRM (Discontinued)
9.5
Opportunity management
Nutshell
8.7
SalesforceIQ CRM (Discontinued)
8.0
Integration with email client (e.g., Outlook or Gmail)
Nutshell
7.5
SalesforceIQ CRM (Discontinued)
9.5
Quote & order management
Nutshell
6.8
SalesforceIQ CRM (Discontinued)
9.0
Interaction tracking
Nutshell
9.3
SalesforceIQ CRM (Discontinued)
9.5
Channel / partner relationship management
Nutshell
3.0
SalesforceIQ CRM (Discontinued)
9.0

Customer Service & Support

Nutshell
8.8
SalesforceIQ CRM (Discontinued)
Case management
Nutshell
9.7
SalesforceIQ CRM (Discontinued)
Call center management
Nutshell
8.0
SalesforceIQ CRM (Discontinued)

Marketing Automation

Nutshell
8.1
SalesforceIQ CRM (Discontinued)
7.4
Lead management
Nutshell
8.4
SalesforceIQ CRM (Discontinued)
7.4
Email marketing
Nutshell
7.8
SalesforceIQ CRM (Discontinued)

CRM Project Management

Nutshell
9.0
SalesforceIQ CRM (Discontinued)
9.0
Task management
Nutshell
9.1
SalesforceIQ CRM (Discontinued)
9.0
Reporting
Nutshell
8.8
SalesforceIQ CRM (Discontinued)
9.0
Billing and invoicing management
Nutshell
SalesforceIQ CRM (Discontinued)
9.0

CRM Reporting & Analytics

Nutshell
8.2
SalesforceIQ CRM (Discontinued)
9.0
Forecasting
Nutshell
8.0
SalesforceIQ CRM (Discontinued)
9.0
Pipeline visualization
Nutshell
7.9
SalesforceIQ CRM (Discontinued)
9.0
Customizable reports
Nutshell
8.7
SalesforceIQ CRM (Discontinued)
9.0

Customization

Nutshell
8.2
SalesforceIQ CRM (Discontinued)
9.1
Custom fields
Nutshell
7.9
SalesforceIQ CRM (Discontinued)
9.5
Custom objects
Nutshell
9.0
SalesforceIQ CRM (Discontinued)
9.0
Scripting environment
Nutshell
9.0
SalesforceIQ CRM (Discontinued)
9.0
API for custom integration
Nutshell
7.1
SalesforceIQ CRM (Discontinued)
9.0

Security

Nutshell
7.5
SalesforceIQ CRM (Discontinued)
9.3
Single sign-on capability
Nutshell
9.0
SalesforceIQ CRM (Discontinued)
9.5
Role-based user permissions
Nutshell
6.0
SalesforceIQ CRM (Discontinued)
9.0

Social CRM

Nutshell
7.7
SalesforceIQ CRM (Discontinued)
9.0
Social data
Nutshell
7.4
SalesforceIQ CRM (Discontinued)
Social engagement
Nutshell
8.0
SalesforceIQ CRM (Discontinued)
9.0

Integrations with 3rd-party Software

Nutshell
8.0
SalesforceIQ CRM (Discontinued)
9.0
Marketing automation
Nutshell
8.0
SalesforceIQ CRM (Discontinued)
9.0
Compensation management
Nutshell
8.0
SalesforceIQ CRM (Discontinued)
9.0

Platform

Nutshell
7.7
SalesforceIQ CRM (Discontinued)
9.5
Mobile access
Nutshell
7.7
SalesforceIQ CRM (Discontinued)
9.5

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

SalesforceIQ CRM (Discontinued)

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
Anonymous | 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

SalesforceIQ CRM (Discontinued)

  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
Melanie Zehr | 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

SalesforceIQ CRM (Discontinued)

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

SalesforceIQ CRM (Discontinued)

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

SalesforceIQ CRM (Discontinued)

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

SalesforceIQ CRM (Discontinued)

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

SalesforceIQ CRM (Discontinued)

We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product
Melanie Zehr | 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

SalesforceIQ CRM (Discontinued)

  • Not budget friendly for smaller start-ups.
Anonymous | TrustRadius Reviewer

Screenshots

Nutshell

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

SalesforceIQ CRM (Discontinued)

General

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

SalesforceIQ CRM (Discontinued) Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Nutshell
8.5
SalesforceIQ CRM (Discontinued)
9.5

Likelihood to Renew

Nutshell
10.0
SalesforceIQ CRM (Discontinued)

Usability

Nutshell
9.0
SalesforceIQ CRM (Discontinued)

Support Rating

Nutshell
9.5
SalesforceIQ CRM (Discontinued)

Implementation Rating

Nutshell
8.0
SalesforceIQ CRM (Discontinued)

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