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 8.6 out of 100
1 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 10 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

Scan to Salesforce

Sansan Scan to Salesforce is well suited for scanning multiple business cards into Salesforce.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Nutshell
8.8
Scan to Salesforce
Case management
Nutshell
9.7
Scan to Salesforce
Call center management
Nutshell
8.0
Scan to Salesforce

Marketing Automation

Nutshell
8.1
Scan to Salesforce
Lead management
Nutshell
8.4
Scan to Salesforce
Email marketing
Nutshell
7.8
Scan to Salesforce

CRM Project Management

Nutshell
9.0
Scan to Salesforce
Task management
Nutshell
9.1
Scan to Salesforce
Reporting
Nutshell
8.8
Scan to Salesforce

CRM Reporting & Analytics

Nutshell
8.2
Scan to Salesforce
Forecasting
Nutshell
8.0
Scan to Salesforce
Pipeline visualization
Nutshell
7.9
Scan to Salesforce
Customizable reports
Nutshell
8.7
Scan to Salesforce

Customization

Nutshell
8.2
Scan to Salesforce
Custom fields
Nutshell
7.9
Scan to Salesforce
Custom objects
Nutshell
9.0
Scan to Salesforce
Scripting environment
Nutshell
9.0
Scan to Salesforce
API for custom integration
Nutshell
7.1
Scan to Salesforce

Security

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

Social CRM

Nutshell
7.7
Scan to Salesforce
Social data
Nutshell
7.4
Scan to Salesforce
Social engagement
Nutshell
8.0
Scan to Salesforce

Integrations with 3rd-party Software

Nutshell
8.0
Scan to Salesforce
Marketing automation
Nutshell
8.0
Scan to Salesforce
Compensation management
Nutshell
8.0
Scan to Salesforce

Platform

Nutshell
7.7
Scan to Salesforce
Mobile access
Nutshell
7.7
Scan to Salesforce

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

Scan to Salesforce

  • Quick and accurate scanning of multiple cards at once.
  • Simple to use.
  • Simple to make edits when importing into Salesforce.
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

Scan to Salesforce

  • I told Scan to Salesforce that I would appreciate an improvement that auto-corrects for all-capital letters, replacing them with lower case. They are currently looking into a fix.
Anonymous | 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

Scan to Salesforce

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

Scan to Salesforce

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

Scan to Salesforce

Scan to Salesforce 10.0
Based on 1 answer
They are great
Anonymous | 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

Scan to Salesforce

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

Scan to Salesforce

We tried another app, and it wasn't as quick or accurate.
Anonymous | 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

Scan to Salesforce

  • Saved 30-45 minutes each day.
  • Allows me to engage with leads by email much more quickly.
  • Staying organized. (I can throw away old business cards after scanning)
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

Scan to Salesforce

General

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

Scan to Salesforce Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Nutshell
8.6
Scan to Salesforce
10.0

Likelihood to Renew

Nutshell
10.0
Scan to Salesforce

Usability

Nutshell
9.0
Scan to Salesforce

Support Rating

Nutshell
9.5
Scan to Salesforce
10.0

Implementation Rating

Nutshell
8.0
Scan to Salesforce

Add comparison