Nutshell Features

Summary of Features

Sales Force Automation

  • Contact & Account Management
  • Opportunity & Pipeline Mgmt.
  • Task / Activity Management
  • Territory & Quota Management
  • Desktop Integration
  • Product & Price List Management
  • Customer Contract Management

Marketing Automation

  • Email Marketing
  • Lead Management

Customer Support

  • Customer Support Portal
  • Knowledge Base

Mobile & Social

  • Mobile User Support

Reporting & Analytics

  • Reporting
  • Dashboards
  • Forecasting

Filter for Features

Platform

Customization

Based on 153 Nutshell reviews and verified by the G2 Product R&D team. Allows administrators to customize to accomodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
76%
(Based on 153 reviews)

Workflow Capability

Based on 144 Nutshell reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
77%
(Based on 144 reviews)

User, Role, and Access Management

Based on 171 Nutshell reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
83%
(Based on 171 reviews)

Internationalization

Based on 80 Nutshell reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
74%
(Based on 80 reviews)

Sandbox / Test Environments

Based on 49 Nutshell reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
65%
(Based on 49 reviews)

Document & Content Mgmt.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. 92 reviewers of Nutshell have provided feedback on this feature.
70%
(Based on 92 reviews)

Performance and Reliability

Based on 164 Nutshell reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
85%
(Based on 164 reviews)

Output Document Generation

Based on 70 Nutshell reviews and verified by the G2 Product R&D team. Allows adminstrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
74%
(Based on 70 reviews)

Sales Force Automation

Contact & Account Management

Based on 337 Nutshell reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
85%
(Based on 337 reviews)

Partner Relationship Mgmt. (PRM)

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information This feature was mentioned in 170 Nutshell reviews.
n/a

Opportunity & Pipeline Mgmt.

Based on 311 Nutshell reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
82%
(Based on 311 reviews)

Task / Activity Management

Based on 335 Nutshell reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
79%
(Based on 335 reviews)

Territory & Quota Management

Based on 217 Nutshell reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
76%
(Based on 217 reviews)

Desktop Integration

Based on 245 Nutshell reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
80%
(Based on 245 reviews)

Product & Price List Management

Based on 227 Nutshell reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
73%
(Based on 227 reviews)

Quote & Order Management

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. 167 reviewers of Nutshell have provided feedback on this feature.
73%
(Based on 167 reviews)

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. This feature was mentioned in 198 Nutshell reviews.
76%
(Based on 198 reviews)

Marketing Automation

Email Marketing

Based on 190 Nutshell reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
74%
(Based on 190 reviews)

Campaign Management

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. This feature was mentioned in 148 Nutshell reviews.
n/a

Lead Management

Based on 292 Nutshell reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
85%
(Based on 292 reviews)

Marketing ROI Analytics

Enables analysis of effectiveness of an organizations various marketing activities 146 reviewers of Nutshell have provided feedback on this feature.
n/a

Customer Support

Case Management

Tracks issues/help requests reported by customers through the resolution process. 174 reviewers of Nutshell have provided feedback on this feature.
82%
(Based on 174 reviews)

Customer Support Portal

Based on 175 Nutshell reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.
79%
(Based on 175 reviews)

Knowledge Base

Based on 190 Nutshell reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
81%
(Based on 190 reviews)

Call Center Features

Based on 126 Nutshell reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
79%
(Based on 126 reviews)

Support Analytics

Based on 141 Nutshell reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
77%
(Based on 141 reviews)

Integration

Data Import & Export Tools

Based on 152 Nutshell reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
79%
(Based on 152 reviews)

Integration APIs

Based on 121 Nutshell reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
78%
(Based on 121 reviews)

Breadth of Partner Applications

Based on 97 Nutshell reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
71%
(Based on 97 reviews)

Mobile & Social

Social Collaboration Features

Based on 154 Nutshell reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
75%
(Based on 154 reviews)

Social Network Integration

Based on 149 Nutshell reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
73%
(Based on 149 reviews)

Mobile User Support

Based on 225 Nutshell reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
75%
(Based on 225 reviews)

Reporting & Analytics

Reporting

Based on 296 Nutshell reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
78%
(Based on 296 reviews)

Dashboards

Based on 330 Nutshell reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
80%
(Based on 330 reviews)

Forecasting

Based on 236 Nutshell reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
74%
(Based on 236 reviews)
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