Nutshell: one of the best CRMs available
Andrew Bank | TrustRadius Reviewer
April 10, 2019

Nutshell: one of the best CRMs available

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Nutshell CRM

At my recommendation, Nutshell has been used by at least five of my consulting clients for managing a sales process, pipeline, and customer/prospect records. Nutshell was used primarily in the sales departments, but also mixed sometimes with the marketing teams who needed to run email campaigns or pull customer information from Nutshell.
Nutshell is a comprehensive and easy way to get a team ramped up on the sales process. It's simple and easy to get teams going quickly and following procedures and being productive. You don't have to waste a lot of time on training, set-up, or management.
  • Viewing the Leads list is great. Viewing it as a list, or in a visual format on a Board is very helpful. The filters are also awesome for creating custom views into your Leads and only focusing on specific segments at a time.
  • Nutshell makes it very easy to reach out to contacts on a regular basis. With reminders, scheduling, and email templates, it's truly a piece of cake to make this all happen.
  • Nutshell's mobile app is also very nice. It doesn't allow you to do everything, but walking to work every day, I'm able to see at a single glance what needs to get done, and also to make phone calls and outreach with just a click.
  • Although Nutshell has a nice duplicate-finding feature, it only does this *after* data has been imported. It could be better at finding, removing, or merging duplicates during import.
  • I wish there was more flexibility in adding our own products to the system. We have some complex subscription products and they don't always fit into the fields that Nutshell allows.
  • Strong ROI in terms of being able to get going quickly on sales and focus on what matters most.
Nutshell is just as good as these others (for small-medium companies), is much easier to use, and offers more easy-to-use flexibility, and customization that would require an FT admin on these other tools.
Great for small to medium-sized teams, without having to manage the system and always mess with it (like Salesforce). I really can't think of any reason why *not* to use Nutshell other than having a very large team with many territories and sales restrictions. Implementations like that are doable on Nutshell, but probably require more administrative handling and more time to devote (probably not unlike any other CRM tool).

Nutshell Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
Not Rated
Interaction tracking
7
Case management
Not Rated
Call center management
Not Rated
Lead management
7
Email marketing
7
Task management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
9
Customizable reports
9
Custom fields
9
Custom objects
9
API for custom integration
Not Rated
Social data
Not Rated
Mobile access
9