Nutshell Erfahrungen

Bang for your Buck

Kommentare: Great! It helps the team stay on track whether it's sales or implementation.

Vorteile:

Reporting and filtering reports. Keeping a track record of our leads.

Nachteile:

Have to move over to pro to get more then one sales process. Pro is so expensive.

Nutshell has been a gamechanger!

Vorteile:

We absolutely love being able to have an all in one place customer and production tracker. From the time a prospect writes in, through years after they have purchased and Installed their building we have everything at our fingertips.

Nachteile:

We just wish that emails still went into the customer's leads, and tasks could be auto assigned after it is "won" the project isn't done..

Nutshell Review

Vorteile:

It's the perfect alternative to have several emai marketing solutions in a single software package.

Nachteile:

I've only been using it for a relatively short time, so I can't say much about it yet.

Long Time User

Kommentare: Excellent. They are reachable, option to suggestion, and over the 4 years I have used it they have added many of the features I have asked for; as I'm sure I wasn't the only one requesting them. This demonstrates a company that listens to it's users.

Vorteile:

I was tasked with finding a CRM and did extensive research. I chose Nutshell and have never looked back. This CRM is super user friendly and easy to train sales people who are usually up and running within 30 minutes. This is NOT Salesforce - no degree required to use it! lolI love Nutshell so much, that I recommend it to my other customers who retain me to manage their marketing. I have over 6 customers using Nutshell and they are all happy with the product!

Nachteile:

There are a few features I would like to see added... when "starring" the main contact within the company filed- that information should bleed through to the lead, or at least have the same option available within the lead. That same "starred" contact should move to the 1st place in the contact list.

Finding the impossible

Kommentare: I searched and spent a lot of time looking for the best crm to suit what we needed. Realising along the way that no crm software would ever suit what your specific needs are. That said Nutshell fulfills 95%of what we need as we adapted our processes to suit. Having spent only 2 days learning and implementing g the crm it was fully usable and powerful meeting our needs.

Vorteile:

Easy to get to grips with and implement. Not over complicated and very flexible to adapt to your way of working.Customer support very responsive.Being able to design multiple pipelines is brilliant.

Nachteile:

Web analytics could be more detailed but need to explore more.

Simple to Use for those who have not used CRM's before

Kommentare: This is used to track our quotes and hase been helpful on stopping quotes from slipping through the cracks.

Vorteile:

This was an easy to implement software for those who have never used a CRM in the past. User friendly for basic functionality.

Nachteile:

I would like to see more ability to keep lead information separated. There are many leads that have the same companies and people but are not relevant to one another, and unfortunately it all gets lumped together.

Nutshell gives our business the power to grow in a controlled way.

Vorteile:

Gmail integration. Easy to set up and easy to stay on top of.

Nachteile:

There is nothing I dislike. I did give feedback for improvements and these were listened to and implemented.

Nutshell in a Nutshell

Kommentare: At first, I thought it was "clunky" but over time, and some super cool changes have actually helped me be MORE detailed. I would like to be able to run reports on customers, Not on sales necessarily...But on simple account activity.

Vorteile:

I can dump tons of data into the CRM, which I do for each customer. If I work on something that ends up going to anther salesperson, I can already have TDS and SDS information. Visit notes, I can make changes to contacts within a customer in seconds. The world changes quickly, and Nutshell lets me change with it.

Nachteile:

Leads is convoluted. Each sales person does things differently. For example. I sell Industrial. Many times my sales cycle can be two years long. I have trials and approvals to get from Engineers, Maintenance staff, and sometimes plant managers. Where a Fuel sales guy just quotes total gallons at a certain price, my job is highly detailed, constantly changes, So my leads don't fit into Nutshell very well at all. I struggle with the leads funnel. (It makes me look inefficient) I do not like the sales portion of Nutshell at all.

Nutshell Review from Silent 6

Kommentare: Overall I really like everything except for the inability to track tasks by priority. I also think customer support is a bit lacking after hours and it would be nice if you had some extended hours to be able to live chat with someone in support.

Vorteile:

Intuitive and easy to learnTracking notes, emails etc is important to us

Nachteile:

Tasks can only be prioritized by date so I have begun using another solution to track our tasks and am looking for an all in one solution. Tracking tasks by date is important, but more important to us is the ability to task by priority: Urgent, High, Medium, Low. I need to quickly see every day what tasks are most important and start working on them and many do not need a date. I have recommended Nutshell to another business we partner with and they are also looking for another solution because this feature is lacking.

Happy with product

Kommentare: Happy with overall experience. Would definitely recommend as it saves a lot of time and generates a positive ROI.

Vorteile:

Relatively easy to use and automated features are very useful. Got several large orders as a result of my email campaigns. Worth the money.

Nachteile:

Would like some new templates. Selection seems rather limted.

Excellent CRM for our Niche Application - Best of Multiple Reviewed/Used

Kommentare: Excellent! The customer service has been responsive and the system has been 100% reliable.

Vorteile:

Barrier to entry was low with minimal upfront cost needed to evaluate the software. Ease of use for a small company with minimal resources to devote to developing, executing, and maintaining the system.

Nachteile:

So far the only con that we have experienced has been in the reporting functions. This could be a by-product of our unique needs or our lack of resources available to investigate it further. It does seem limited compared to Salesforce.

Nutshell product review

Kommentare: I have used a number of different systems including Zoho, Hubspot, Pipedrive. I like Nutshell's flexibility and ease of use.

Vorteile:

Tags - are the most used feature - so I can easily segment lists. The ability to sort with multiple tags. Easy importing from a spreadsheet.

Nachteile:

Having to add a tag into the system BEFORE uploading a contact spreadsheet. If the tag doesn't already exist - the import fails. Which is an extra step and a waste of time.

I've used CRM software on Mac, PC, & midrange IBM systems. Nutshell is at the top of the heap.

Kommentare: It's CRM that actually is liked and used!

Vorteile:

Easy and flexible setup; consistently clear design. Can use basic functions without tripping over the advanced ones, and can gradually add feature/function for a smooth transition from beginner to power user. I also like the way you have color-keyed the function buttons to the main color on functional screens. A nice visual orientation cue!

Nachteile:

I worked full-time in the design profession for 17 years, so this is a 'studied' critique: There is a lot of market pressure for tech products to follow design trends. Unfortunately, design trends often are based on designers designing for other designers -- which tends to leave certain kinds of user needs out in the cold. One of the most common of these 'orphaned' needs is the need for contrast and clarity. Nutshell's UI gets high marks in my book for uncluttered design and common-sense functionality. But as people get older, it gradually becomes harder to distinguish low-contrast elements in a design. Contrast (and color, of course) also can be used (and is used to a degree in Nutshell) to 'lead the eye to where the action is. ' My suggestions for improving the main user screen are these: 1) Search Everything is, by definition, a key feature -- it should have a STRONG presence, instead of looking almost greyed-out. 2) Use bolder and slightly larger text throughout. To a degree, weight and size will compensate for lack of contrast -- and without cluttering the layout.

Everything your business needs in a Nutshell!

Kommentare: Nutshell has proved to be a great tool for managing our customers along with our sales efforts. Having one centralized tool for each team has made transitions, upsells, and growth very simple and organic within our organization. Our Account Executives have been able to stay apprised to all that is happening with their accounts and thus enabling them to ensure their needs are being met and that opportunities for new products are being presented. This product keeps you accountable to your most valuable resource, your customers.

Vorteile:

My favorite thing about this software was its mobile interface through the iOS app. Having your CRM in the palm of your hand proved to be incredibly powerful for me. My role is inside sales and account management thus this tool was mostly used while traveling and in route to meet with clients. It was a huge leg up in my ability to prepare, research and plan on the go. Absolutely love it. All of my most important data in a very easy to access format.

Nachteile:

The application was great to catalog your inbound contacts through integrations with Gmail. One thing I did not like was that I encountered quite a bit of duplication. It resulted in some manual management of my data to ensure my accounts remained clean and that duplication did not occur and or was reconciled. The system was great to pick up all of this data and to store it but it does need to be something that you keep tabs on and are accountable to manage on a regular cadence.

A good tool for small businesses

Kommentare: Good overall experience

Vorteile:

1- friendly2- relatively fast training compared to other softwares

Nachteile:

1- some parameters are difficult to customize (e.g. linking the lead to an invoice, linking the lead to a ''priority'' criterion, etc.)2- Nutshell sees the enterprise admin as a user (who needs to pay) while it just adds new users and gives them proper access and data backup. It's not really fair.

Great Value

Kommentare: Since we were using Pipedrive for Intake and sales. We used Nutshell for opreational managemennt which was also comparable tot he activities fo inside sales. It was fun, intuitive, easy to use.

Vorteile:

It is similar to Pipedrive but has more features specific and beneficial.

Nachteile:

We could not do task lists that were shared.

Generally good, but with some really messy issues

Vorteile:

We love process management with Nutshell. It helps with our initial sales/setup process, and is very customizable. Nutshell is also fairly logical in its approach to content and is visually appealing.

Nachteile:

We find it is a little too oriented towards "pure" sales teams (we have mixed teams with product, customer service, sales, etc all done by the same groups of people). Mostly, though, we find there are really small but highly irritating bugs or issues. For example, If I start typing a reply to a message that shows up in Nutshell and then click to show more details on the original message, my reply disappears. Another example is that we also see some messiness in how to-dos are handled they show up in my list to-do list even though the step isn't active, or they persist after the lead is closed. Email notifications are spotty or not ideally timed. I provided feedback on this some time ago, but I don't think correcting that is particularly high on the improvements list. A third example is that we work with a number of businesses that have different regional units Nutshell has no support for this, so it is hard to keep our companies list clean. We have lots of duplicate companies.

Look forward daily toward using nutshell, since I've been able to make it work for me successfully!

Kommentare: many successful placements!

Vorteile:

First and foremost, nutshell has a #1 Customer Service Team! This, in my opinion, is the sole driving force toward effective sales on the part of its users, regardless of the platform/system being used. Then I would add a few other benefits; 1. lead page shows important info all at one glance, 2. availability to search everything (albeit, excluding info logged in the activities section by each individual user), 3. fast input of info when saving info, and many other specific features you've built into the nutshell system.

Nachteile:

why not build an automatic clock, showing the time the caller is calling into lead location, maybe next to a number lead. additionally, you would raise the value of your product substantially if you were to build a functionality that allowed a search of the words in the activities (message) section of your lead page. this would allow users an ability to quickly zero in on valuable leads based on previous messages noted. just think when users leave or when their leads are reassigned to different users, how valuable a tool that would be to follow up on hot leads that need to be brought to a close.

Like the simplicity. Most improvements recently have added complexity but little benefit for us.

Vorteile:

Ease of use for a small business with a few people doing sales work. We didn't need all of the bells and whistles of Salesforce at the cost of complexity. As of a few years ago, you had plugged most of the holes that we cared about. Since then, new functionality or major new rewrites have either added complexity or relearning with little apparent benefit. I understand the need to do some of this but I hope you don't become Salesforce.

Nachteile:

The LinkedIn connection is really important for us. It was a big relief when that came back. Also, the loss of historical record of communication for a Contact when you delete an old email is problematic. We are forced to retain all of these old emails and this can create confusion.

Simple and easy

Kommentare: For some one new to CRM, Nutshell can be a good place to start.

Vorteile:

CRM pipeline management, Contact management and lead form are my favourites. I used their lead forms in my website to easily collect the contact details. Email sequencing is my most used feature.

Nachteile:

I dont use their email marketing tool much.

Nutshell has been a necessity for our business.

Kommentare: Organization across sales, support, and billing.

Vorteile:

The Dashboard is amazing for keeping up to date on the happenings in Sales. I also really appreciate the Wallboard(summary of sales that month) as we google cast it to your TV in our kitchen. The sales process functionality ensures all leads go through a standard sales process. Really good stuff. We're really glad to have supported Nutshell all these years.

Nachteile:

SaaS support. I'm still not able to find CRM software that is geared towards SaaS companies. Seeing as Nutshell is a SaaS company I'm surprised they haven't added support for this yet. Once a lead is marked as one, you can't have steps in the sales process (mail a welcome package, follow-up after 2 weeks, 1 month, ask for an online review ;P) You have to manually create these tasks. Instead we've had to utilize Zapier to add a task to Asana for this. I wish we could do it all in Nutshell.

Good, but could use improvement

Kommentare: I'd say my experience overall is good. I like how simple it is to create things. They all link together smoothly. My experience with other CRM programs is that they over complicate things with too many layers. Nutshell just keeps it simple and give me what I need. It could use a few more ways of spitting out information, but as far as keeping all my information in one spot it's quite good at it. I would suggest the product for a company that needs a CRM for information tracking. I think when it comes to an organization that needs a deeper data dig, Nutshell will not be the solution for them.

Vorteile:

It's easy to use and task tracking is simple. It helps me understand at a glance what I need to accomplish in a day. Entering data is quick, and this part of the program is quite intuitive. Customer support is really good. You're speaking with a human instead of a robot.

Nachteile:

Reporting is quite lacking. Trying to understand data trends in some cases requires the creation of multiple reports instead of compiling it into one. It often times asks about duplicates. I'm not sure how it recognizes them, but they're often not similar at all. Understanding interactions between an account is quite tiresome. It tracks all of the data into one place and requires some digging to determine what is relevant to the lead, contact, or company. It's all in the same place instead of into multiple swim lanes. It some times feels like you're asking it for information regarding one thing and it dumps every single interaction that may or may not include that lead/account/contact.

I set everything up, make any adjustments, and train our end users

Kommentare: Easy to track our contacts and sales leads. Great tool for management.

Vorteile:

I really like the ease of use. It's very simplistic but a lot can be done with it. The program is pretty user friendly. Each user is able to customize their own views. Also, the customer service has been great. Not only are they quick to respond, but it's nice to know they take their users' suggestions and implement them if they are an improvement to the product.

Nachteile:

Probably my one complaint would be that if you choose 'phone number' as one of your columns to display, it chooses the first number under that profile which could be a fax number or mobile number and then the display simply shows up as 'phone number'. It would be nice to be able to choose to show the different kinds of phone numbers.

Nutshell - More Good than Bad

Kommentare: Used Nutshell for 2 years .. .... ..... ... .managing daily sales processes and contacts.

Vorteile:

Keep track of daily follow ups - and record entire history with contacts. Basic CRM stuff it does well.

Nachteile:

1. Where did the Gmail Gadget go? This was the best feature and now it's gone. :( 2. The relationship between the Lead and the Customer can be confusing... 3. Reporting for specific items can be challenging as well.

Have used Contact Managers in my sales since Act for Dos. This works for me but I need to dig in

Kommentare: Helps me to keep pertinent info on my contacts. I know there are more that I can do with the software but so far I don't

Vorteile:

Mobile app so I have my contact info with me. I have only been using as a simple contact database manager and I know it can do so much more. I need to spend time making sure I understand and use it to the full potential within my needs!

Nachteile:

Had issue with dialing out that took quite a while to fix (when I hit dial on my mobile phone it would add a bunch of numbers which did not let it dial). I spoke to customer care about this and it took a little time and effort to get them to understand and then I would say it took a few months before someone fixes the bug. Another issue is that on the mobile device the contacts are alphabetized automatically but on the desktop version this does not happen? Have mentioned to customer care but no response. Cannot add more than 30 company types? I use this field to help categorize my contacts. Why just 30?