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Excellent ROI for a small business
Updated May 07, 2020

Excellent ROI for a small business

Dan Aylward | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Nutshell CRM

Nutshell is used by each office as his/her CRM. It's great so there's a record (and report as needed) of contact with prospects and clients.
  • Ties in social media without my input
  • Easy reports
  • Great dashboard with simple filters
  • Email integration seems nice but hard to "undo".
  • Web search to find a contacts picture doesn't work.
  • I wish it had notifications via Chrome for me to do list and contact prospects.
  • Positive ROI due to low costs, easy access (via web and app)
  • For me, it's better than a spreadsheet (cheap) and no need for bells and whistles of Salesforce (expensive).
  • I can share data with peers easily.
My understanding is HubSpot CRM is cheap and strength is in marketing/blogs, etc. Nutshell CRM is easy to use and powerful tracking reports.
Nutshell CRM is great for a small office or self-employed business. I LOVE the blind carbon copy feature so I can see contact with Contacts. Pricing is very affordable.

Nutshell Feature Ratings

7.0
Customer data management / contact management
9
Territory management
6
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
5
Interaction tracking
Not Rated
9.0
Case management
9
8.5
Lead management
9
Email marketing
8
9.0
Task management
Not Rated
Reporting
9
7.0
Forecasting
8
Pipeline visualization
6
Customizable reports
7
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Security ()
Not Rated
8.0
Social data
8
Integrations with 3rd-party Software ()
Not Rated
9.0
Mobile access
9

Using Nutshell CRM

6 - Each Consultant manages his/her leads, contact, etc. There is also an admin who assists with report, imports, etc
2 - Our general manager supports and one "power user" however we reach out to Nutshell directly as needed
  • New sales growth
  • Client retension
  • Forecasting
  • Evaluate contact history and measure client's proactive communication with us
  • Integrate email and replace Mailchimp
This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.

Evaluating Nutshell and Competitors

Yes - Migrated from spreadsheets
  • Price
  • Product Features
We evaluated multiple SaaS options, this one was easy to use
I would have evaluated customer service however I found this very good with Nutshell. Also, I would check how often they go down.

Nutshell Implementation

Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
  • Implemented in-house
  • Moving data, importing spreadsheets- it takes time to ramp up

Nutshell Support

There was only one situation / issue they were not able to resolve. Staff are very friendly and responsive.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Kept well informed
No escalation required
Immediate help available
Support cares about my success
Quick Initial Response
Problems left unsolved
No - I have not found this is necessary for our operations.
They have always been very quick to respond.

Using Nutshell

Very easy to use, great for small office
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Dashboard
  • Reports are simple or can be robust
  • Email integration
  • Importing data
  • Sometimes reports don't as expected with tags
Yes - Scaled down interface and excellent for uploading business cards