Overall
5.0
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Nutshell

Nutshell Verified Reviews & Ratings

Ann Arbor, MI
Nutshell CRM was founded in 2009 by Guy Suter, Andy Fowler, Lindsay Snider and Ian Berry. The app was...
2009
Year Founded
100%
Recommend It
3
User Reviews
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Love the integration with 3rd party…

Love the integration with 3rd party programs like mail chimp and any other automation systems. iOS app needs some more tweaking with being able to have the little blue bubble on activities when viewing activities from the activity menu or when viewing activities on the account info page. You only get the blue bubble if you go to the customer timeline and find the activity, or from the notifications menu. The blue bubble for conversations on activities should be available everywhere you can access an activity. Have been using Nutshell over the past 2 years and looking forward to many more. Have been through some growing pains with updates, but the bugs eventually get fixed. The Support team is awesome and are always helpful and very responsive. Nutshell has taken place of my company communication which has replaced email and texting. Have youtube videos demonstrating updates you make on the software (desktop and mobile) so we can see how the updates work and can review them as many times or distribute them as needed.

Love the integration with 3rd party programs like mail chimp and any other automation systems.

iOS app needs some more tweaking with being able to have the little blue bubble on activities when viewing activities from the activity menu or when viewing activities on the account info page.

You only get the blue bubble if you go to the customer timeline and find the activity, or from the notifications menu. The blue bubble for conversations on activities should be available everywhere you can access an activity.

Have been using Nutshell over the past 2 years and looking forward to many more. Have been through some growing pains with updates, but the bugs eventually get fixed.

The Support team is awesome and are always helpful and very responsive. Nutshell has taken place of my company communication which has replaced email and texting.

Have youtube videos demonstrating updates you make on the software (desktop and mobile) so we can see how the updates work and can review them as many times or distribute them as needed.

Pros: None.
Cons: None.

Ease of use. Searching is speedy and…

Ease of use. Searching is speedy and the interface is well thought out. There’s a lot of customization available and marketing to my customers is easy with templates. Lack of integration to pull in address data. It would be helpful to me if it could integrate with Linked IN and find and pull in address, email, phone and other data for prospective customers instead of requiring me to copy/paste or type in the data. Time and cost savings. Low cost way to manage my customer base info.

Ease of use. Searching is speedy and the interface is well thought out. There’s a lot of customization available and marketing to my customers is easy with templates.

Lack of integration to pull in address data. It would be helpful to me if it could integrate with Linked IN and find and pull in address, email, phone and other data for prospective customers instead of requiring me to copy/paste or type in the data.

Time and cost savings. Low cost way to manage my customer base info.

Pros: None.
Cons: None.

Nutshell has been a great fit for me in…

Nutshell has been a great fit for me in tracking all of my sales activities. This service is very easy to use and allows me to quickly retrieve key account or contact details to allow me to better service my prospects and customers. I appreciate the fact that it can be as simple or complex as you need it to be, meaning that every feature is not made into a field that you have to navigate even if you do not use them. All interaction with Nutshell staff has been very quick and efficient. They continue to roll out additional product features so you know that they are growing. The price for this service is very reasonable and I would certainly even pay more knowing the value that it has given my business. Nutshell is still growing a little bit, so there are features that are still in the works for development or improvement. However, they communicate well on some of what they are working on so you know progress is being made. Contact users of any CRM to ask about their experiences or read plenty of reviews to get a good idea of how it might work for you. I talked with many sales professionals that use CRM¿s prior to investing my time and energy choosing and inputting all of my information, and I am glad that I did.

Nutshell has been a great fit for me in tracking all of my sales activities. This service is very easy to use and allows me to quickly retrieve key account or contact details to allow me to better service my prospects and customers.

I appreciate the fact that it can be as simple or complex as you need it to be, meaning that every feature is not made into a field that you have to navigate even if you do not use them. All interaction with Nutshell staff has been very quick and efficient.

They continue to roll out additional product features so you know that they are growing. The price for this service is very reasonable and I would certainly even pay more knowing the value that it has given my business.

Nutshell is still growing a little bit, so there are features that are still in the works for development or improvement. However, they communicate well on some of what they are working on so you know progress is being made.

Contact users of any CRM to ask about their experiences or read plenty of reviews to get a good idea of how it might work for you. I talked with many sales professionals that use CRM¿s prior to investing my time and energy choosing and inputting all of my information, and I am glad that I did.

Pros: None.
Cons: None.
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Provider Overview

Nutshell CRM was founded in 2009 by Guy Suter, Andy Fowler, Lindsay Snider and Ian Berry. The app was launched in November 2010 as a solution aimed at small businesses with a “neighborly” approach to support. The company is privately-held; in 2015, Joe Malcoun was brought on as full-time CEO.

Nutshell is headquartered in Ann Arbor, Michigan.

 

Nutshell Pricing and Services

 

Intended Customers

Small Businesses

Free Trial

14-Day Free Trial

Features

  • Contact Management
  • Task Management
  • Sales Automation
  • Opportunity Management
  • Pipeline Management
  • Custom Dashboards
  • Reports & Analytics
  • Mobile App
  • Integrations

All Available Plans & Services

Nutshell offers three subscription tiers with escalating features and support. Users can opt for month-to-month or annual contracts, which are billed monthly. Prospective customers are welcomed to contact Nutshell for additional information via web request.

Starter Pro Pro+
Pricing (Monthly Contract) $22/user/mo $39/user/mo N/A
Pricing (Annual Contract) $19/user/mo $35/user/mo $69/user/mo
Contacts Unlimited Unlimited Unlimited
Storage Unlimited Unlimited Unlimited
Features
Contact Management Yes Yes Yes
Pipeline Management Yes Yes Yes
Advanced Contact/Pipeline Management No Yes Yes
Reporting & Dashboard Yes Yes Yes
Advanced reporting & Dashboard No Yes Yes
Email Sync Yes Yes Yes
Calendar Sync Yes Yes Yes
Click-to-Call Dialing No Yes Yes
Dedicated Customer Success Manager No No Yes
Ongoing New Employee Training No No Yes
Ongoing Training on New Features No No Yes
Integrations Community Yes Yes Yes
API Yes Yes Yes
Support
Phone Support Free Free Free
Email Support Free Free Free; Priority
Live Chat Support Free Free Free; Priority

 

Editor’s Bottom Line of Nutshell

 

Nutshell is a sales automation platform aimed at small businesses. It offers an attractive user interface with customizable dashboards and touts its simple-yet-effective functionality for contact management, sales process management, team collaboration, reporting and performance tracking and accommodating approach towards tech support and usage limits. In each of Nutshell’s three subscriptions tiers, users are provided unlimited contacts and storage, and tech support via email, live chat and phone are all included (though users of the most expensive plan, Pro+, get priority service for email and live chat.

A traditional challenge for CRMs is encouraging user adoption — more complete data from all members of a team means analytics and reports more accurately describes activity and performance. Nutshell’s interface is simple, clearly labeled, customizable by user and allows each sales rep to arrange relevant data front and center.

Nutshell doesn’t allow 2-way email, but it syncs with Gmail and Outlook, so those users won’t need to forward or BCC their emails to Nutshell in order to maintain an email log. Nutshell also allows users to make and log calls, though the CRM doesn’t provide a softphone or built-in VoIP integration; rather, users can connect either their Skype account or a RingCentral account, which can be opened from within Nutshell, and by clicking a phone number in the contact’s profile (in the People or Company page) the VoIP app will begin dialing the number. The call details will be logged within Nutshell.

Nutshell allows calendar integration. The CRM integrates with G-Suite, which includes Google Calendar, which allows Events in Google Calendar to be added as Activities in Nutshell and vice versa. Deletion also applies, as does adding or removing participants from Activities/Events. Nutshell also allows Apple Calendar and Outlook Calendar users to subscribe to a feed of their Nutshell Activities, which will appear in the latter calendars though 2-way integration doesn’t seem to be present.

Nutshell also allows custom notifications on a wide range of criteria which appear in-app, via email or mobile push. These can relate to lead assignment, watched leads, activities, steps, tasks, mentions or comments.

Nutshell reports, out of the box, allow sales reporting based on segments like product, assignee, territory, source or tag within a custom time frame. It produces measurements on total dollar value, average value per week, average time open and average lead value. Nutshell also produces similarly diverse reports on Losses, New leads, Forecasts in addition to reports with custom filters. The Pro subscription further enables Activity and Funnel reports. Users are able to save reports.

Nutshell offers integrations with G-Suite, Microsoft Exchange, MailChimp, Olark, Zendesk, Wufoo, Quote Roller, RightSignature, PandaDoc and Highrise. They provide their API for developers to integrate their own software. In addition, Nutshell offers a mobile app.

Like many CRMs, Nutshell offers trigger-based automations based on record creation or update, notably within a sales pipeline. Pipelines are accessed within the user settings listed as ‘Processes’; triggers can pertain to specific pipelines or as overlay processes, which are triggered when specific products, competitors or sources are attached to leads. Users can also deliberately create delays that can be applied to specific deals.

Nutshell is an affordable CRM with a lower monthly cost per user even when when billed month-to-month. On an annual contract, it’s Pro plan offers considerable tools for sales automation and reporting with a low learning curve for CRM newbies and an approachable interface to entice end users to adopt the platform. It’s a great small business option with highly attentive support — for companies without a complex sales process that want an effective platform with a short onboarding time, Nutshell is an excellent option.

Screenshots
  • Nutshell Customer Overview
    Nutshell Customer Overview
  • Nutshell Board View
    Nutshell Board View
  • Nutshell List View
    Nutshell List View
  • Nutshell Map View
    Nutshell Map View
  • Nutshell Chart View
    Nutshell Chart View

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