Nutshell - Great tool for small business!
January 08, 2025

Nutshell - Great tool for small business!

Molly Schwartz | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Nutshell CRM

It is used throughout the organization. It follows projects through all stages and allows easy access for all associates to be able to answer customer's questions.

Pros

  • streamlines sales process
  • allows easy access for all associates to help customers
  • ensures consistent experience for all customers

Cons

  • integration with email doesn't work as advertised
  • would like integration with quickbooks
  • If there is a misspelling in any one email address, you can not send a mass email. You must go back and correct each error before it can send.
  • The system makes sure all steps in the sales/project process are covered. We save money by having everything we need to proceed with projects.
  • All employees have access to information needed to help customers rather it is their project or not. This helps with customer retention.
  • Information remains in one place. It is easy to find if needs arise in the future. We don't need to waste time or money redoing work already done.
It's a good system! However, it's not industry specific so we don have some workarounds to make it work for our company.
QuickBooks is great for accounting needs, but Nutshell is a better CRM. It's more customizable allowing us to ensure our sales process is smooth and the same each time a customer uses our services.

Do you think Nutshell CRM delivers good value for the price?

Yes

Are you happy with Nutshell CRM's feature set?

Yes

Did Nutshell CRM live up to sales and marketing promises?

Yes

Did implementation of Nutshell CRM go as expected?

Yes

Would you buy Nutshell CRM again?

Yes

Nutshell is very customizable making it a good fit for smaller companies with out huge budgets for these services. I would think in a larger scale business, you would want a system that is specifically designed for the particular industry.

Nutshell Feature Ratings

6.0
Customer data management / contact management
6
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
1
Quote & order management
8
Interaction tracking
1
Not Rated
Case management
Not Rated
Call center management
Not Rated
5.0
Lead management
9
Email marketing
1
9.0
Task management
9
Reporting
Not Rated
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
8.0
Custom fields
8
Custom objects
Not Rated
API for custom integration
Not Rated
Security ()
Not Rated
7.0
Social data
7
Integrations with 3rd-party Software ()
Not Rated
6.0
Mobile access
6

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