8.9
Spot Score
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Nutshell Apps offers custom pricing plan
Nutshell CRM has garnered positive feedback from users over the past 12 months, showcasing its strengths in user-friendliness, customization, and exceptional customer support. Users appreciate its ease of setup and use, along with its flexibility in adapting to different business needs. The platform’s customizable features, such as multiple pipelines and offering ...Read more
User-friendly and customizable CRM platform with easy integration and setup.
Excellent customer support with training videos and chat assistance for users.
Effective in communication and organizing leads, clients, and tasks.
Customizable features and intuitive interface, suitable for new users and small teams.
Limitations in bulk email sending, restricting mass communication capabilities.
Some issues with data import and manual data entry processes.
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Showing 291-300 out of 346
BM
Brian M
04/09/19
Nutshell moves our business forward!
What do you like best? Nutshell is easy to use. To get up and running with the basic features take very little time. My team was able to start implementing the Tasks and activities right away. The search tool is very powerful for finding people and companies. Typically when we are on the phone with a customer we try to pull up there nutshell card. What do you dislike? The UI can be a bit confusing when you are entering details for companies and individuals. Sometimes you are not ...
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AI
Administrator in Religious Institutions
04/09/19
Great Customization and Customer Service
What do you like best? I've been very impressed with how much Nutshell can truly do for my team and my business. I appreciate the expansive filtering options for reporting and tracking all of my leads. Any time anyone has a question or problem, it is easy to get help from Nutshell Customer Service. I appreciate their willingness to customize our Nutshell interface to help us be most efficient in our work especially as we continue to evolve and request new changes. What do you dislike? ...
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AI
Administrator in Computer Software
04/09/19
User Friendly and Does the Job
What do you like best? The support for Nutshell is really responsive and helpful. I don't feel like I'm talking to a robot when I talk to them. I also like how easy it is to add things like custom fields and pipelines. What do you dislike? Security is sometimes an issue. It's not that easy to configure permissions based on the type of users (some users need to only view high-level info while others need to be able to access and edit all fields). Recommendations to others ...
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TS
Trevor S
04/09/19
SO far so good!
What do you like best? I like the integration into office 360 and my mobile device What do you dislike? Not knowing all the capabilities so that I can do more with it, What problems are you solving with the product? What benefits have you realized? Keeping contacts and info in one place
CW
Chad W
04/09/19
Good CRM system
What do you like best? Nutshell is point-and-click. It doesn't take much training to get a new person up and running on the system. The ability to schedule pickups and assign to a specific person is quite helpful, especially since the alert is sent to their email address. It's also a good system for creating leads for whatever business you're trying to run. What do you dislike? The only thing we don't really like (and this is a bit of a nitpicky issue) is when you're creating a ...
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LT
Laura T
04/09/19
Have used Nutshell for 3 years now.. we utilize it as our main CRM platform for over 280 clients
What do you like best? Everything is one place - can upload attachments, write notes on account, add tags, and lots of customization. I also like that everything syncs from our gmail accounts so nothing is lost in personal email threads/conversations. What do you dislike? Not everything will show in a birds eye view, only the first 3 documents attached.. first 3 tags listed etc. Not good for contract management or tracking of updated annual pricing. All manual, so if you have a ...
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AI
Administrator in Financial Services
04/09/19
Review of Nutshell
What do you like best? Ease of seeing overview of recent activity What do you dislike? Overall I don't have much to say negative What problems are you solving with the product? What benefits have you realized? We have utilized it for tracking recruits, onboarding and offboarding. It has been useful in maintaining records, notes and scheduling for all of our team so "balls don't get dropped."
AI
Administrator in Religious Institutions
04/09/19
Nutshell has truly changed the way we operate.
What do you like best? Able to be on the same page as my whole team. What do you dislike? To give a fair response, I will have to think about it. What problems are you solving with the product? What benefits have you realized? Tracking individuals who are interested in serving with us.
RW
Robert W
04/09/19
Flexible startup CRM With Annoyances
What do you like best? This CRM is very affordable for small businesses looking to scale sales ops. It offers a lot of flexibility within their framework. Their customer service is responsive and they constantly roll out new features. What do you dislike? A lot of the useful logic/automation is locked in at the higher price point (pro). Tiered usage per user doesn't seem to be offered for teams that don't want to pay for features some users won't use. Pending sales wipes out custom ...
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UI
User in Real Estate
04/09/19
Daily user enjoying simplicity of the platform
What do you like best? I like the that the platform doesn't feel loaded down with a bunch of features that I'm not using. It's straightforward and streamlined and presents the information easily. What do you dislike? I'd like to see improvements in the mobile app, specifically in logging activities. I also wish that the funnel feature was available to free users. What problems are you solving with the product? What benefits have you realized? We're keeping track of all of our ...
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].