Nutshell Erfahrungen

The list of functionality is impressive and very easy to learn, customize and implement. Customize list, merge contacts or companies, and the reporting features were all great ones for software at this price

Some of the reporting is limited, but it is still better than most we have tried, Also, the interface is not the sexiest around, but it does the job.

UI and integrations. Dashboards and mobile app are also a big plus.

Could use more integrations with Shopify and NetSuite

I like that's it's web based, and that it can store information about my clients. That's really about it.

I dislike very much that I cannot search using CTRL + F for stuff on a clients page. I'll have a lot to look though and I'll want to search for a specific word, say "lunch" or "meeting." I cannot search for these words. Instead it just pulls up the search bar for people. Very unuseful for a CRM....

I really hate that when I do search, it rarely finds me what I need, and almost never quickly. It's difficult to find phone numbers, if I search someone's name, it'll pull up everyone's not CLOSE to what I'm search for, but somehow not the specific person....

My daily tasks somehow get clogged by what is in the leads... perhaps there's a way around this, but I haven't found it yet. I can't really rely on tasks or to-dos with Nutshell, so I use Trello for that.

I can mostly use Nutshell for just storing stuff about my clients, and even then finding that information months later is not very easy, frustrating and not very helpful.

It's easy to use, keeps me in check and it means I don't have to worry about admin. It has tonnes of features and integrates with my emails meaning everything is recorded automatically including meetings.

Lots of pay walls plus there's no easy to use sales automation

Very easy to navigate and set up, much more user friendly than other CRM's, works very well

Some limits with email correspondence when forwarding an email, doesn't always work and link correctly

the product is easy to use. i like the ability to create multiple email campaigns in a little amount of time

I wish some of the design areas could be more detailed/ more features

I was an ACT user for 10+ years and when they went to an cloud solution the product because so slow and crappy I had to make a switch. Testes and used many programs and landed on Nutshell. Great product & great support!

The process of a lead and a person a little confusing at 1st.

Ease of use, easy integration, great customer support, easy to learn and solid documentation, and many more.

Some features need improvement or expansion but our rep told us all the ones we asked about are already in their production queue.

Lead tracking and value of leads. Notification of wins. The reporting oand tracking of activities. I like to set activities up as different campaign. It is great for tracking the success of different sales campaign.

The App!!! Can't move a lead along the stages using Android. And you need to schedule an activity instead of logging an activity. The idea of logging is an activity is log what you just did. It is great on the desk top version. But on the App, the user finishes a cold call ..hops into their car and needs to schedule the activity the log it! I have complained about this for years. Nutshell team does not seem to understand how on road sales reps work. Very frustrating!

I like the fact that Nutshell is not overly complicated. I have been in sales for decades and Nutshell is all I need to be organized and successful.

To be 100% honest I do not see anything in the platform that I do not like. It really is all I need to do my job efficiently across our small sales team.

The desktop reporting functions are very fast and help us to generate ad-hoc insight into our sales. Competing products tend to take several minutes to generate reports.

The mobile Sales Analytics generates reports on a 30-day window as opposed to a month-to-date view. This means that we have to use the desktop reporting to get accurate numbers.

1) Email marketing capabilities added in the past couple of year have been a game changer for us. 2) Ability to track leads as they turn into projects and are completed - NS is the one tool we use for this, daily. 3) Contact import, export, and bulk editing.

Copying emails into Nutshell and assuring they are attached to the correct Lead, and only to the correct Lead, is a pain in the neck. Having to insert "Lead-xxxx" into the subject line is the issue. We do not want our clients to see the word "Lead".

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.

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.

Everything you need is there, creating and managing customers informations is better than Hubspot

There's is no platform wide search engine and customer notes are a bit of hassle to modify.

Cost, Flexibility, API, Reports. Customer service has been responsive, but most of the time its "wait and try again in a while"

we use the dashboard heavily as a team, and the new homescreen layout has made things a little more difficult. We still have issues where items will not "check off" from time to time, or duplicate to-dos from the same process appear. This has decreased since the new layout launched, and I was in contact daily with a customer service rep at that point.

The biggest ongoing issue is that the "to-do" items for leads are now harder to get to. You have to select to-do specifically because it defaults to Activities, and then for it to be useful for us, we need to select "only steps with due times" to avoid having cancelled leads etc. show up. I also re-arrange the panes every morning so that the to-do is the majority of the screen. I'd prefer being able to select a permanent layout instead of re-doing it every day.

The main "pro" is the price. Not only it is cheaper compared to 20+ other CRMs I compared before deciding, it is also flexible to go either for Monthly or Annual payment. I can easily add and delete users without any paperwork.

Forecast tool (not flexible for setting up team, currencies, product, week/month split). This has made me totally avoid the forecast and budget (KPIs) feature, which is a shame as the new Sales Report is a step in the right direction. Hopefully the Forecast settings can be more flexible as well, then Nutshell will become a 5 star CRM Software.

Nutshell has a reasonably simple interface to use. There has been enough ability to customise the platform to get it to show some of the data/reporting information I needed.

The new reporting format is a really poor user experience, putting irrelevant information front and center and making it harder to access the custom set-ups I need to make Nutshell work for me. I had high hopes that Nutshell would continue to improve from its base, however, I haven't seen any signs of a good update to the platform in the last 6-12 months. We are now in the process of evaluating other platforms to move away from Nutshell. Missing major functionality to make it useful.