Nutshell CRM is the best software for keeping all your activities and notes in one place!
Gregory Palenschat | TrustRadius Reviewer
Updated September 29, 2020

Nutshell CRM is the best software for keeping all your activities and notes in one place!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Nutshell CRM

We use Nutshell CRM for a few different things. It helps us keep track of businesses, individuals in that business, and what activity needs to be done with them. It also helps with timelines, and general knowledge of a leads for different projects we are tracking. Nutshell CRM is mainly used by our sales and spec teams, although everyone in our company has access to the basics of Nutshell should they need it. It has addressed problems such as the timing of activities, and the team all being on the same page as they all have access to every activity, meeting, notes, etc.
  • Nutshell is great with reminders from calls, emails, meetings, and activities it helps you track all of the necessary every day must-do activities.
  • The best thing about Nutshell CRM is that multiple team members can refer to it whether they are in the office or on the road. Nutshell is great on a PC, Mac, or pretty much any mobile device.
  • One of the many things that I personally like about Nutshell is how user-friendly it is. Once you work with it for a day or two everything is super easy to manage.
  • In my line of work having multiple email attachments are needed and Nutshell has yet to improve that function.
  • I would say that Nutshell needs more options for activities. Currently, you are very limited in the types of activities you can set reminders for.
  • Unless I missed it someplace, when preventing your next activity it would be nice to be able to scroll over said activity and get a little message box next to it with a preview of that activity. That way I can remember more for that activity and decide quickly if I need to do that activity or push it off for another time.
  • 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.
Well, my team had trials for these others and they all prefer Nutshell for different reasons. I prefer it as I need a user-friendly software to help me out as I am not a big tech guy. I have heard others in the office say things like they like the way activities are scheduled better, or the way nothing ever gets accidentally erased if they hard crash or power goes out.
Nutshell CRM is great if you are a super-busy person. On one hand, the reminder functions and ease of use are amazing for busy individuals such as me. On the other hand, Nutshell is less appropriate for me when I need to send large attachments with an email as that is something I am seeing a need for more and more each day!

Nutshell Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
7
Interaction tracking
10
Case management
10
Call center management
10
Lead management
10
Email marketing
5
Task management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Mobile access
7