Nutshell

Nutshell has transformed our lead management

Vantagens:

Our primary goal was to have a high-functioning CRM that supported lead nurturing and helped us close sales. Nutshell does that exceptionally well, but that is just the starting point. Automating tasks and communication through multiple sales pipelines is easy and intuitive. We are already seeing results from the automation. Tracking our current clients for upsells and renewals is also intuitive and easy. Our next step is to use the marketing potential of the platform to increase our lead generation as well. The implementation went very smoothly, support from Nutshell staff was great, and I was up and running with Nutshell in days, and now I can track leads, make calls, and send emails and never have to leave the platform. It has greatly increase my efficiency.

Desvantagens:

Not sure how to answer the cons. There are a few areas where I would like to customize fields, or change their location, but it is a small complaint

EASY TO USE CRM, GREAT VALUE FOR ITS PRICE POINT! RECOMMEND!

Comentários: Overall please with Nutshell and have been using it for nearly 10 years. Customer service as always been responsive and open to feedback and we've seen upgrades throughout the years based on feedback provided. Overall we are pleased.

Vantagens:

Its ability to review people and companies for possible duplicates. Ability for tasks and action steps as 2 different items to keep track of what needs to be done by when. Tagging others and notifying them of question or next step.

Desvantagens:

The app is no where near as efficient and easy to maneuver as the website and just as easy to open up a browser on the phone instead of utilizing the app. If a lead gets to be too long, it can bog down and make Nutshell non-responsive at time when in that lead. When assigning multiple tasks back to back, despite the time showing the same time as previous task, it will save as a defaulted 5pm forcing to go back and edit.

leads don't allow you to easily sell services, only products. After sale service is hindered.

Comentários: We get a cost effective CRM that frees up cash flow for use elsewhere in our business.

Vantagens:

Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps.

Desvantagens:

Every lead typically has a company or contact. But if you don't save the activity in the lead, and instead under the company or individual contact, you can't see it when your client calls in regarding the sale they want service for, so your customer service is hindered and your sales people look like they don't know the history of the account. It's embarrassing to use this software because Nutshell says they are only helping to land the sale, not support it, but this mindset about how they build their software results in a horrible disconnect with regards to how we are forced to serve our customers, and thus we are using a CRM that doesn't support the full life cycle of a sale. We keep hoping Nutshell will fix this and improve because their customer service is great, and their people mean well, but after several years of patiently waiting, we are concerned that we may never see this problem fixed. The mobile app also has so many glitches with the UX that it can't even compare the experience to how you can use leads in a web browser. Further, when we have a customer call in to ask about their account, the recent leads puts the oldest first in the list, which means we have to scroll through several hundred orders just to open the last order we did for that client. If you are trying to sell to a major corporate account with multiple facilities / departments, forget it with Nutshell; linking subcompanies / vendors / partners / other locations is a nightmare in Nutshell.

Easy, Convenient but Some Paint Points

Vantagens:

I like that Nutshell is straightforward to build. As an admin, it's easy to set up the pipelines, add users, and the interface is easy to follow. Some of its capabilities are very helpful, such as tasks/automatic tasks, automatic emails, email integration, RingCentral integration, etc. The fact they track audience engagements is also helpful to get a feel for the audiences. There are some limitations, of course, but it's possible to use it well based on the lower price point than other competitors.

Desvantagens:

The features are sometimes limiting. They intend to be helpful but actually cause more work. For example, I dislike how you can't choose a certain date for an automatic task but rather have to delay it by X amount of business days—it becomes such a pain. I also dislike the same feature for the automatic emails, it becomes a pain point. The pipelines are good to use but have a limit on how many steps can be created as well, which is also limiting. I also dislike how you can't use the same trigger in different stages of a pipeline—this can be so unhelpful at times. Lastly, there's something very off with the AI used to identify duplicates. Sometimes the suggestions are close to each other but sometimes they're VERY unrelated and it keeps getting flagged as a duplicate.

Definitely recommend Nutshell - it has everything you need in one place!

Comentários: I love that Nutshell has everything in one place. I can see all of my contacts, all of the interaction with them, engagement with emails, and at the same time I can create emails and marketing broadcasts. It is so nice to not go back and forth between two different platforms. And even better - when have started to use the "leads" tool which will help us track revenue. All in one place!

Vantagens:

My favorite thing about Nutshell is the ease of reporting analytics. After an email broadcast I can report the open rates and engagement to my team super fast. It's nice to have it at all at one click!

Desvantagens:

The hardest part of Nutshell to understand and use is the Dashboard. I still don't have it figured out and I've been using it since February.