Easy to use and customizable
Laci Fitch | TrustRadius Reviewer
May 07, 2020

Easy to use and customizable

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Nutshell CRM

The Business Development team uses Nutshell. There are four of us who regularly enter client/partner/competitor information, including contact info, hot/pain points, SWOT (hot/pain points and SWOT are entered in custom fields... there is not a spot for those), and activities/notes/emails. Then another person runs the weekly reports and inputs information from other people in the company who may have interactions with client/partner/competitor people. We also use the tagging functionality to categorize certain people/groups.
  • Customizable Dashboard
  • Customized Reports
  • Duplicate Warnings
  • Customizeable Pipelines and Accompanying Activities
  • SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
  • Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.
  • Nutshell has saved time for our business development team because it is easy to use (unlike our last CRM) so they are much more efficient with it.
  • It has allowed us to better track what is important to our clients and has improved our interview process because we know better what to speak to.
  • The customizable reports help the management team know where we are at for sales.
When I first started with BCI, they were using ACT!. It was hard to navigate and there were a lot of spots for duplicate information that made it hard to know if you were in the right spot or not. Then if you had trouble, you would spend 3 hours on the phone with customer service and often they would not even be able to find a solution. I would not recommend ACT! to anyone.

Since getting nutshell, I have learned a bit about Cosential and I know that it is more catered to the construction industry and can help with proposal creation, so I think that may be something we consider in the not-too-near future.
I think Nutshell CRM would be a better fit for a more retail environment. Construction is a long game and I don't think some of the functionality is catered to that type of environment. Nutshell IS great at setting up whatever pipelines your company needs in its process and customizing each phase of those pipelines. The reports are also really easy to navigate and customize. Any salesperson can see exactly where they are and how they should move forward. I also like that it can sync with your calendar and email. That can work well for a salesperson and make them more efficient.

Nutshell Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
Not Rated
Interaction tracking
9
Case management
Not Rated
Call center management
Not Rated
Lead management
8
Email marketing
Not Rated
Task management
8
Reporting
8
Forecasting
6
Pipeline visualization
8
Customizable reports
8
Custom fields
5
Custom objects
8
API for custom integration
Not Rated
Social data
7
Mobile access
9