Nutshell CRM vs. Thryv

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.

What I have found to be the most critical for my business as a customer of Thryv is the ability to provide an invoice and accept payment with direct linking to my bank account. This has had a dramatic positive impact on my cash flow.

Incentivized

• 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

Incentivized

• Customer service is FANTASTIC!
• Put regularly used and needed tasks under one umbrella.
• Makes it easy to schedule and post to Social Media

Incentivized

• integration with email doesn't work as advertised
• would like integration with quickbooks
• If there is a misspelling in any one email address, you can not send a mass email. You must go back and correct each error before it can send.

Incentivized

• Offer an automated rewards program for my customer based on their spending and their referrals.
• Since I use Shopify and they host me it would be nice to get a financial break for not using that part of the package.
• Maybe providing apps.

Incentivized

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.

Incentivized

It's a good system! However, it's not industry specific so we don have some workarounds to make it work for our company

Incentivized

It is very easy to use and the features are great for the ones we utilize. If you have any issues at all, customer service or our sales rep is great to work with and fixes what issues I have. They are always willing to help out and to follow up to make sure you don't have any more issues.

Incentivized

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.

Incentivized

Although getting through to the right person may take a while, they have the ability to take over your screen and always assist with whatever you need.

Incentivized

Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved

Incentivized

When I first started with BCI, they were using ACT!. It was hard to navigate and there were a lot of spots for duplicate information that made it hard to know if you were in the right spot or not. Then if you had trouble, you would spend 3 hours on the phone with customer service and often they would not even be able to find a solution. I would not recommend ACT! to anyone. Since getting nutshell, I have learned a bit about Cosential and I know that it is more catered to the construction industry and can help with proposal creation, so I think that may be something we consider in the not-too-near future.

Incentivized

Let's say use this software because it gives a lot of benefits to the company and we no other software use do not.

• Nutshell CRM has had a major impact on ROI. The last program we used cost more and had fewer features and accessibility.
• One negative impact is its email functions. As stated before in this review I need to be able to send large attachments and pics through email and Nutshell is very limited when it comes to that.

Incentivized

• Increased Social Media Presence has kept us in touch with clients
• I believe our overall package has resulted in increased web traffic. More clients are finding us through social media and web searches than any other year before.

Incentivized