In a Nutshell.... Why I love Nutshell CRM!
January 30, 2015

In a Nutshell.... Why I love Nutshell CRM!

Catherine Corass | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Nutshell CRM 2015

Modules Used

  • Nutshell CRM Accounts, Leads , Dashboard , Home Page , Schedule follow ups etc

Overall Satisfaction with Nutshell CRM


The company I work for uses Nutshell to input candidate demographics for use in the Staffing/ recruiting industry. This software is one of the essential tools for this business. Nutshell CRM has made the process more fluid and accurate. We are able to locate candidates with the software by location, and industry . Searching by keyword is also very easy. The tools provided by Nutshell keep our records up to date. Most of our departments utilize this software, to access and follow up with candidates. If information is put in and current , dashboard will give accurate status update on how we are doing as far as leads and time executed. Nutshell gives ease of use and saves time on research.
Since using nutshell there has been at least 3-4 updates on software , which has always given some level of improvements. Really enjoy the software , easy to use and once you are competant of the software any updates or changes to format will be easy to understand .

  • Keyword search, location search lets you know where on the map your account is, helps with follow ups, sends notifications via email at least 15 to 30 mins ahead of time, like that. :) I love that i don't even have to read , to know what is going on . Everything is color coded, email blue, notes yellow/orange, calls white. We can track our progress easily for the day, and see where we can use improvements. Completely organized like a filing system.
  • Home page lets you see real time view of what you have been doing, for example, calls that were made, who you called and any notes left and if emails were sent, date, time and location you sent to is updated almost instantly
  • For any company who relies heavily on lead generation, this is a software that will keep track of past present and future leads. by location, by industry, by volume, and more. I can see this software being used by other industries
  • I would like to see call times on nutshell. how long was the call that was made , when was athe note opened and how long did it take ot complete the note. i like that i can reach notifications on any page , but i would like to be able to have more bullets for contat information. for example 1 account and 12 possible contacts can be made but when creating a lead wont show all the contacts (on the drop down contact bar on leads pages) so i can create lead, So have to go back delete some contacts then back to leads page so i can pull up the lead and save.
  • when scheduling activity on accounts page i cant leave notes for what to do on the activity on the schedule activity window. only on the notes part of account , so when i am notified of the activiy via email i have to search m y notes to see what i was supposed to call for.
  • A drop down box for schedule activity i would like to see more options, like follow up / check in etc
  • I think it would be cool to have a note pop up with relevant info that can be saved to specific accounts on account page by just hovering over the account. for example, instead of saving information on the accounts name (Company Name , # No longer in service /closed down) it would be nice to hover over it and save information about the company so i dont have to click on it to see whats going on, or see an account with a name thats like 20 words long :0 It makes it harder to do key word search, that would be great if the same thing could be done for conctacts without having to scroll through a year's worth of notes. still like it a lot even without the change. just fyi
  • I do not have access to that information
I did not select Nutshell CRM. My employer has that information, but as far as I feel, Nutshell has better uses than Zoho CRM and can be used just as effectively in B2B relations. We only use Nutshell for candidate data, so business contacts are not mixed.
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.

Nutshell Feature Ratings

Customer data management / contact management
9
Workflow management
10
Territory management
9
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Case management
8
Call center management
8
Lead management
10
Email marketing
10
Task management
10
Forecasting
9
Pipeline visualization
9
Customizable reports
8
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
9
Single sign-on capability
9
Social data
8
Social engagement
8
Marketing automation
8
Compensation management
8
Mobile access
7