Nutshell Reviews & Product Details

It's an intuitive platform, easy to access and use, making my day easier and more productive through the use of its tools. Review collected by and hosted on G2.com.

I haven't yet found any opportunities for improvement or any aspect that I disliked. I hear the team say that the database isn't uniform, meaning it doesn't always show the same data to everyone, but I haven't experienced this myself, so I can't confirm it. Review collected by and hosted on G2.com.

I like Nutshell's human-friendly interface and the way it handles email and automation without creating chaos. It helps me by reducing my time by following up on tasks promptly, and I never have to ask what we talked about last time. Review collected by and hosted on G2.com.

Sometimes I want to divide data in very specific ways and Nutshell makes me choose simple views. It could improve by enhancing list filtering and visualization. Review collected by and hosted on G2.com.

Nutshell helped our company immensely on streamlining the operations. It's pretty intuitive, therefore pretty easy to integrate it with your day-to-day work and get other colleagues used to it.

I didn't have to contact Customer Support too often, but the service was superb. Review collected by and hosted on G2.com.

I can't think of any negative points regarding Nutshell. Review collected by and hosted on G2.com.

I like how easy it is to get people up and running in it, it is very intuitive and user friendly. The ability to easily customize it for our business’ needs is awesome and I can confidently say it makes my life much easier for CRM management! Review collected by and hosted on G2.com.

Every once in a while I run across an issue where I’m making a global change and it doesn’t act like I think it should but this may be more user error than a Nutshell issue. Review collected by and hosted on G2.com.

I love Nutshell for its easy-to-use interface, which makes managing customer communication and tracking effortless. The simplicity of navigation ensures that I can focus on more critical tasks without worrying about complicated processes. Additionally, the compatibility with Gmail is a game-changer for me as it prevents the duplication of emails across different platforms, maintaining efficiency and organization in my communications. The automation of follow-up emails is another feature I find incredibly valuable, as it saves time and ensures timely communication with my customers without manual intervention. Review collected by and hosted on G2.com.

I dislike the delay between email syncing, which interrupts timely communication and affects workflow efficiency. Review collected by and hosted on G2.com.

I use Nutshell most for sales management. The pipeline flow is so clear and easy to move leads from one stage to another. I was able to learn the process very quickly. Review collected by and hosted on G2.com.

I have not experienced downsides, but I wish the side bar was customizable for the pages I spend the most time on. Review collected by and hosted on G2.com.

I have had a great experience with Nutshell's support team. They were very helpful in resolving issues either by directing me to the right resource or straight up fixing an error I made in our database. It's good to know you have that safety net. Review collected by and hosted on G2.com.

Nutshell is not the most user-friendly CRM on the market. It feels clunkier than other CRM's I have worked with, but in many ways it is better than many CRMs I have used. Review collected by and hosted on G2.com.

1) Nutshell Marketing. Has revolutionized our ability to stay in touch with clients, to market to clients, and to move freight. Literally equivalent to an FTE, or more.

2) Email templates. Have just started to use this feature. Ability to quickly send personal emails to clusters of clients, partners, service providers, etc., is fantastic

3) Project Management. Allows us to keep up-to-date tabs on 100+ simultaneous projects.

4) Customer Support. Prompt. Genuinely interested. Genuinely helpful and responsive. Review collected by and hosted on G2.com.

Apart from a couple of niggling details, I have zero complaints about Nutshell. Review collected by and hosted on G2.com.

From the initial demo to fully utilizing the CRM, the Nutshell customer support team has provided start-up guidance in a professional manner. As part of the integration they offer live chats, a helpful shellbot, how-to articles, collaboration by email, and YouTube instructional videos, all of which have been very useful. I am genuinely impressed. Having used Nutshell in the past, I returned to find myself amazed by the new features now available to me. These enhancements support not only sales CRM functions but also marketing and engagement, making it a comprehensive, turn-key CRM solution. In my version, I can sequence emails using pre-set templates, which saves me significant time and ensures my prospects are consistently contacted. Additionally, the ProspectorIQ feature, which is AI-driven, allows me to search for contacts and upload company information with just a click. Having used an ERP in the past, I can honestly say that, for the value, Nutshell is a game changer as I use it everyday as a strategic part of sales and marketing strategy. Review collected by and hosted on G2.com.

Initially, I found the set-up process more challenging than I remembered, which made navigating the new features a bit stressful. However, customer service was very helpful and provided the support I needed for a successful implementation and integration. Their assistance truly deserves five stars. Review collected by and hosted on G2.com.

I use Nutshell to interact with customers especially during sales, and I find that it has a very solid automation feature. I also appreciate the easy to navigate UI. The initial setup was nice and easy, which made the transition smooth. I would rate Nutshell 10/10 for recommendation. Review collected by and hosted on G2.com.

I have issues with the email handling and customization limitations. Review collected by and hosted on G2.com.