Nutshell Reviews & Product Details

I appreciate Nutshell for its simplicity and functionality, which fits my needs perfectly as a CRM for my startup. The setup process was smooth and enjoyable, fulfilling my expectations under the eighty-twenty rule in terms of balance between development maturity and cost. I love how Nutshell provides great reminders and a singular source of truth, helping me organize and keep track of business operations without being overwhelmed. The revenue forecasting feature is also a fantastic tool, helping me plan and project future revenues effectively. I find it to be a good value considering the price compared to larger providers. The functionality to help communicate with people more efficiently and to plan out my business is highly beneficial. I also like how it meets essential needs without requiring additional CRM software, making my CRM process straightforward and integrated. Review collected by and hosted on G2.com.

There are some silly issues with the differentiation between tasks and people, which needs improvement. Additionally, there could be more automations built in, to reduce the need to redo some work, which could enhance efficiency. These are not major automations but small improvements would be beneficial, especially when entering a new project. Review collected by and hosted on G2.com.

I find Nutshell to be quite user-friendly, making it straightforward to manage various aspects of my sales work. I particularly appreciate how easily I picked it up during my initial training, which speaks to its intuitive design. The platform simplifies tracking my sales pipeline, which is crucial for managing my clients and prospects. The visual representation of the sales pipeline, whether as a chart or a list, is very beneficial as it clearly outlines each stage. It assists me in keeping track of where I am with different prospects, and I can swiftly follow up by accessing the last interaction I've had with them. This feature empowers me to maintain a seamless follow-up process with customers, ensuring continuity and efficiency. Overall, my experience with Nutshell has been positive and straightforward, making it a valuable tool in my daily sales tasks. Review collected by and hosted on G2.com.

I wish Nutshell offered more automation capabilities. The current level of automation seems limited, which means there are repetitive tasks that still need to be manually handled. Additionally, there is a desire for more seamless integration, especially with tools like Podium and other lead capture sources. Right now, the marketing team has to manually convert and assign leads, which could be automated for better efficiency. Improved backend API integrations using AI would greatly enhance the convenience and efficiency of our workflow. Review collected by and hosted on G2.com.

We've been using Nutshell for over 4 years for our business and it's been instrumental for keeping our client list up to date and managing our leads. They have a roadmap that consistently improves their system and features Review collected by and hosted on G2.com.

Some of the roadmap/AI features are not very helpful for our industry. We would like if Nutshell had a scheduling feature for projects/travel. Review collected by and hosted on G2.com.

Great Staff and Support. Ease of use was simple. Great way to help see things flow. Review collected by and hosted on G2.com.

Lead automation is there but mostly its lacking depending on what you need. Logging activities is still manual. Can be easy to forget.w Review collected by and hosted on G2.com.

There is not much I can say I liked due to the complications with the system Review collected by and hosted on G2.com.

The inability for automations in regards to outside platforms was nonexistent. Pipelines would not be automated to website form submissions and therefore every client who came into the platform had to manually have an email drip sequence added to their contact. There was major inconsistencies between what was on the lead page versus the persons page. You had to jump between the two to make sure emails were sent and read. It was very clunky and inconsistent and messy. The email templates were superbasic and did not have a true professional look. Review collected by and hosted on G2.com.

The value is unbeatable. We access Nutshell through part of a larger marketing platform suite form our agency. I don't actually know the typical cost for Nutshell alone but the cost we pay for the full suite is excellent value for all the tools we receive. Review collected by and hosted on G2.com.

The only downsides I've experienced so far:

- We want to use the scheduler, but would like it to connect to a Outlook calendar in 2 directions - so reflect real time availability

- Exporting VisitorIQ customer data is cumbersome Review collected by and hosted on G2.com.

Nutshell makes my job so much easier. I primarily use it for email marketing, and I’m honestly impressed by how intuitive and flexible it is. Designing beautiful, custom emails is a breeze, you can drag in blocks, resize images, and tweak layouts without any hassle. Scheduling campaigns, uploading and updating audiences it's all super smooth.

One of my favourite features? The ability to build and customize website forms effortlessly. Plus, you get access to clear, actionable insights from both forms and email campaigns, which makes monthly reporting quick and painless. Overall, Nutshell has become an essential tool in my day-to-day workflow. Review collected by and hosted on G2.com.

One of the only minor downsides I’ve experienced with Nutshell is that email sending has occasionally been a bit slow though it's only happened once or twice. That said, their customer support was quick to respond and super helpful in diagnosing the issue. Since then, everything’s been running smoothly. It’s great to know there's a reliable team behind the product when you need them. Review collected by and hosted on G2.com.

Nutshell has a huge amount of options in general as well as options for customization, which I love! Also was impressed by the customer service: they followed up and made sure things were resolved. Review collected by and hosted on G2.com.

not being able to import pictures during the initial import (but that is likely a general issue for this type of software) Review collected by and hosted on G2.com.

I appreciate Nutshell's interface, which simplifies my workflow and enhances productivity. The way it displays activities on a monthly and weekly basis is particularly beneficial, as it allows me to track progress effectively and manage tasks efficiently. I also value the feature that lets me see the progression of work, which provides a clear overview of ongoing and completed tasks, aiding in better decision-making. Furthermore, the initial setup process was straightforward, which minimized downtime and enabled a quick start to using the platform. Review collected by and hosted on G2.com.

I find the frequent crashes to be a significant issue, as they occur every few days and disrupt my workflow. Review collected by and hosted on G2.com.

When I first signed up for Nutshell I had two video calls with the support team to get me started off which was great. It was very easy to implement and connect to our reservation system to bring all our data in without issue. Nutshell allowed us to get insights into our data that we hadn't previously had. We also benefitted greatly from the ability to centralize our email in one platform and connect it with sales data. Review collected by and hosted on G2.com.

We didn't see any downsides of using Nutshell. Review collected by and hosted on G2.com.