Item: Nutshell CRM
Rating: 5
Author: Chris Leisure

Use Cases and Deployment Scope

I started using Nutshell CRM when I was Director of Sales and Marketing at DJG Investigative Services, Inc. I since have moved to the Operations department but remained available to teach the marketing team how to use Nutshell and other programs. For us, it addressed the problem of organizing leads.

Pros and Cons

Ease of use
Designed well
Cloud-based

Very costly for a small business
Takes a while to learn all the features
Cloud-based (both positives and negatives)

Return on Investment

Better organization saved time
Lead management increased revenue
However, cost outweighed the benefits.

Alternatives Considered

We used Salesforce trial, but that was way too costly. We started using Nutshell CRM out of necessity, just to get organized and it seemed easy to use. We now use InfoFlo, simply because it is computer-based, unlimited installs, and a one-time cost.

Other Software Used

Adobe Acrobat DC, Adobe Advertising Cloud (formerly adobe media optimizer)

Likelihood to Recommend

I think Nutshell is well suited for companies that are more 1- or 2-man operations, working from home situations. I think for us, it was a better value to just buy a license at a one time fee, and be done with it. The never-ending monthly charges were exhausting.

Nutshell is a well built, visually pleasing CRM, not without cost and flaws.

Overall Satisfaction with Nutshell CRM