helps in tracking communication and timelines Review collected by and hosted on G2.com.
at this point I can't think of anything I don't like Review collected by and hosted on G2.com.
I use nutshell a couple of times per week, primarily for the forms that are easily integratable with our wordpress site. Data and analytics are good to have and the export feature was a good time saver when we needed the data in excel form.
I had a question about preventing access to the link of a form and reaching to support was easy and smooth.
Poking around the other features seem easy and intuitive. Review collected by and hosted on G2.com.
Some features can be a little bit basic.
For example, once a form is created, a url to access it will be generated, once shared, it doesn't seem to be possible to remove access to that url or the form. The solution the support team provided was to integrate the form within a page through the code snippet and prevent access to that page itself.
That wasn't possible unfortunately as the url to the page had already been shared.
I was told the suggestion to add that feature was forwarded to the leadership and dev team, so that's good. Review collected by and hosted on G2.com.
Thank you for sharing your positive review of Nutshell! We're glad to hear that you're enjoying using features like Nutshell Forms, reporting, and data exports.
We also appreciate you sharing your feature requests and ideas! Our team is always working to make Nutshell the best CRM for our customers, so we maintain a record of feature requests for consideration in upcoming releases. Your suggestions are valuable to us!
All the best,
Jewell from Nutshell
This was everything we needed in a CRM without the complexities. It's simple, efficient, customizable to the extent we needed it to be and very easy to use. Review collected by and hosted on G2.com.
That it doesn' t seem as easy to shift to B-C, sometimes it seems a little more B-B focused but we've adjusted to it. I welcome someone from the team to help my team and I understand how to make these adjustments. Review collected by and hosted on G2.com.
Thank you for sharing your positive review of Nutshell, Michelle! We're glad to hear how Nutshell is helping you track leads and manage your pipeline!
All the best,
Jewell from Nutshell
Streamlined; drips for clients, easy to see which stage each client is in for the pipeline. Review collected by and hosted on G2.com.
I don't feel particularly valued; it doesn't work well for travel tourism businesses and it's become really hard to get instant feedback. (When we joined this was amazing but something has changed.) Review collected by and hosted on G2.com.
It is a very practical and useful CRM, besides being able to connect with other platforms, it is easy to use. Review collected by and hosted on G2.com.
For now, everything seems to be working correctly. Review collected by and hosted on G2.com.
It helps me keep track of my applicants by providing a checklist of what I need and what I am missing. Customer support is very helpful. Very easy to use and not confusing. Review collected by and hosted on G2.com.
Nothing, it has what I need, and I can get my job done. Review collected by and hosted on G2.com.
The scalibility of Nutshell is most helpful to me as a small business owner. I can add verious modules and services as my business grows and needs more capabilities. I don't need to pay for things I don't need at the outset. Since being a subscriber, I have upgraded to Nutshell Busines, added campaigns, and added visitor IQ. These services were upgraded or added as it made sense for my business. Review collected by and hosted on G2.com.
What I like least about Nutshell is the feeling that current customers do not get as much priority as they did before they were customers. Getting a call with someone in Sales is impossible if you're already a customer. Also simply talking to someone about challanges with the system is difficult too. I understand that digital channels (email or chat) are less expensive but as a customer, I don't want to be managed down to most lowcost methods of providing service to me as an existing customer. It's kinda like dating versus marriage. You can win me as we date but you have to continue to date me during the marriage if you want it to last. Review collected by and hosted on G2.com.
Thank you for sharing your positive review of Nutshell, Shawn! We're excited to hear how Nutshell's features like Campaigns and VisitorIQ are helping you centralize important data and grow your business! And we agree - streamlining multiple components of business growth IS the key to Nutshell's secret sauce!
I also appreciate your feedback about our customer support channels. While we're only able to offer live phone support for customers on our Enterprise CRM plan, our support team strives to provide fast and effective assistance through live chat and email. Due to varying volumes of support tickets, some issues may take a bit longer to resolve than others - but our team always greatly appreciates your patience when working through a question or difficulty!
All the best,
Jewell from Nutshell
We enrolled back in 2022, and Nutshell has played a pivotal role in our day-to-day operations since then. The platform is very user-friendly and allows our Sales Team to efficiently access the leads generated in the pipeline.
I also enjoy the reporting section's ease of use. The reports are easy to export and easily accessible to customize to our business needs and the goals set for our Sales team. Review collected by and hosted on G2.com.
There is nothing that we dislike about Nutshell so far. Review collected by and hosted on G2.com.
Thank you for sharing your positive review of Nutshell, Hayley! We're excited to hear that Nutshell helps your Sales team work effectively with leads, streamlines email marketing, and enables you to generate easy-to-use reports to help set goals and chart a path to growth!
All the best,
Jewell from Nutshell
The ease of setup was great, good support team as well, they solved a handful of challenges larger CRMs put in the way when migrating over. Review collected by and hosted on G2.com.
It may not be as customizable as the bigger guys but that is ok if you need something to get the job done and just get started on CRM, Marketing, and Engagement. Review collected by and hosted on G2.com.
Thank you for your positive review of Nutshell, Adam! We're glad that Nutshell was easy for your team to set up and begin using right away after migrating your data!
We're always working to make Nutshell the best CRM for our customers, and we'd love to hear which specific customizations are important to your team! Feel free to send us an email at growth@nutshell.com to share your thoughts.
All the best,
Jewell from Nutshell
Notes and transcripts of phone calls made. Review collected by and hosted on G2.com.
Over all visibility of leads under one glass. Review collected by and hosted on G2.com.
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