Great CRM for Small Sales Teams
Anonymous | TrustRadius Reviewer
July 31, 2018

Great CRM for Small Sales Teams

Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Nutshell CRM

We use it to manage our sales funnel and followup schedule. The sales department uses it the most but we sometimes utilize it to store client information. It centralizes our sales efforts into one location with all relevant information attached.
  • It is very customizable. I was able to go in and tinker with our Lead Stages as often as needed which meant our business could really utilize the functions of Nutshell in the best way for us.
  • I love the Dashboard timeline because I can go through any bcc@nutshell emails and correctly categorize, tag, and attach them to leads without having to involve other sales people.
  • I also like that you can attach products to your leads and assign them monetary values. While we only sell services, it is great to be able to name the product whatever you choose and individually assign a dollar amount per each opportunity.
  • I would love to see the timeline bar be able to fill my whole dashboard screen.
  • I would love to see tags carry over between companies and people that are synced together.
  • It took awhile for me to get up to speed in setting it up for our sales goals.
  • It has integrations but not as many as other sales CRMs.
  • There is no way to document text message exchanges with leads or video calls.
I have only used Nutshell CRM.
It is easy to use and really customizable once you get the hang of it!

Nutshell Feature Ratings

Customer data management / contact management
10
Workflow management
8
Territory management
8
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
9
Interaction tracking
10
Case management
9
Call center management
7
Lead management
10
Email marketing
6
Task management
10
Reporting
10
Forecasting
9
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
9
API for custom integration
8
Social data
1
Mobile access
10