What users are saying about
23 Ratings
This review does not include a rating.
23 Ratings
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Score 8.6 out of 100
This review does not include a rating.

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

Second CRM

No answers on this topic

Feature Rating Comparison

Sales Force Automation

Nutshell
7.4
Second CRM
Customer data management / contact management
Nutshell
9.0
Second CRM
Workflow management
Nutshell
8.2
Second CRM
Territory management
Nutshell
6.0
Second CRM
Opportunity management
Nutshell
9.0
Second CRM
Integration with email client (e.g., Outlook or Gmail)
Nutshell
7.5
Second CRM
Quote & order management
Nutshell
6.7
Second CRM
Interaction tracking
Nutshell
9.5
Second CRM
Channel / partner relationship management
Nutshell
3.0
Second CRM

Customer Service & Support

Nutshell
8.8
Second CRM
Case management
Nutshell
9.7
Second CRM
Call center management
Nutshell
8.0
Second CRM

Marketing Automation

Nutshell
8.2
Second CRM
Lead management
Nutshell
8.5
Second CRM
Email marketing
Nutshell
8.0
Second CRM

CRM Project Management

Nutshell
8.9
Second CRM
Task management
Nutshell
9.0
Second CRM
Reporting
Nutshell
8.8
Second CRM

CRM Reporting & Analytics

Nutshell
8.1
Second CRM
Forecasting
Nutshell
8.0
Second CRM
Pipeline visualization
Nutshell
7.8
Second CRM
Customizable reports
Nutshell
8.6
Second CRM

Customization

Nutshell
8.2
Second CRM
Custom fields
Nutshell
7.7
Second CRM
Custom objects
Nutshell
9.0
Second CRM
Scripting environment
Nutshell
9.0
Second CRM
API for custom integration
Nutshell
7.0
Second CRM

Security

Nutshell
7.5
Second CRM
Single sign-on capability
Nutshell
9.0
Second CRM
Role-based user permissions
Nutshell
6.0
Second CRM

Social CRM

Nutshell
7.8
Second CRM
Social data
Nutshell
7.6
Second CRM
Social engagement
Nutshell
8.0
Second CRM

Integrations with 3rd-party Software

Nutshell
8.0
Second CRM
Marketing automation
Nutshell
8.0
Second CRM
Compensation management
Nutshell
8.0
Second CRM

Platform

Nutshell
7.5
Second CRM
Mobile access
Nutshell
7.5
Second CRM

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

Second CRM

No answers on this topic

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

Second CRM

No answers on this topic

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

Second CRM

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

Second CRM

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

Second CRM

No score
No answers yet
No answers on this topic

Implementation Rating

Nutshell

Nutshell 8.0
Based on 2 answers
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Dan Aylward | TrustRadius Reviewer

Second CRM

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

Second CRM

No answers on this topic

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

Second CRM

No answers on this topic

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

Second CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Second CRM Editions & Modules

Additional Pricing Details
Multiple editions available starting from US$24 per user per month. Second CRM is a pay-as-you-go service. There are no long-term or multiple year contracts; however the first payment is for a minimum of six months. The vendor offers a discount for those who choose to pay for a year in advance.

Rating Summary

Likelihood to Recommend

Nutshell
8.6
Second CRM

Likelihood to Renew

Nutshell
10.0
Second CRM

Usability

Nutshell
9.0
Second CRM

Support Rating

Nutshell
9.5
Second CRM

Implementation Rating

Nutshell
8.0
Second CRM

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