Nutshell Reviews & Product Details

I've worked in different CRMs and Nutshell is definetly the easiest to use. I use Nutshell daily for both lead management and customer tracking. We also use the Marketing function for email blasts and their builder is really easy to use and produces great looking emails. Review collected by and hosted on G2.com.

On the rare occation that I do need assistance (beyond their help articles) I have not been able to find a phone number to call for live support. They do have a chat box but it typically takes a day to get a response. Review collected by and hosted on G2.com.

Nutshell is my first CRM and I've found it quite intuitive and easy to use. Review collected by and hosted on G2.com.

I don't think there are really any downsides! There could be features I am under-utilizing at this time. Review collected by and hosted on G2.com.

I like that Nutshell dabbles in most important areas that we need (marketing, sales, contact features, pipeline management, etc) offering a small organization a way to have a powerful tool without breaking the bank. Review collected by and hosted on G2.com.

While it offers a solid entry into what we need, it could use some work going deeper in those areas. Jack of all trades, master of none. Review collected by and hosted on G2.com.

I love being able to see all the communication with a lead in one place. In my line, often multiple people are talking with a lead, and its helpful to have the context of all the conversations in one spot. Review collected by and hosted on G2.com.

I have found syncing my calendar to be a little difficult. I would love to utilize the scheduler feature, but haven't been able to sync my calendar yet. I'm working with the Nutshell support team to resolve the issue. Review collected by and hosted on G2.com.

I like Nutshell for its intuitive interface and how easy it is to track leads and manage contacts in one place. The automation and reporting features help streamline marketing efforts without adding complexity. It’s a practical, efficient tool that keeps our sales and marketing aligned. Review collected by and hosted on G2.com.

Some advanced features feel limited without upgrading, which can be frustrating as needs grow. The customization options for reports and workflows could be more flexible. Occasionally, the interface requires extra clicks to get to commonly used information. Review collected by and hosted on G2.com.

Nutshell forms, scheduler, & Visitor IQ are amazing. Not to mention the entire lead tracking and reporting functions. Visitor IQ is giving us so much insight into our website use and helping us tailor our SEO efforts. Review collected by and hosted on G2.com.

We were really excited about integrating the Nutshell Chat feature to our website, but we were unable to make it give us push notifications on our phones, which meant we had to go back to our old website chat company. I'll be excited to see any updates to the chat feature to improve the useability of it, as that is the last remaining place we can generate leads outside of Nutshell. It will be great to have all of our leads tie together in nutshell.

Visitor IQ has been super helpful at giving us insights into our website usage, but 75% of the actual contacts we add from it using our credits are outdated/unusable. Review collected by and hosted on G2.com.

It allows us to see all our customers activity while they use our website Review collected by and hosted on G2.com.

I would only suggest an on/off toggle for AI features Review collected by and hosted on G2.com.

The visual UX design of the sales process helps to both organize leads and support understanding and consistency of the sales lifecycle across your sales team. It's a great single source of truth to track communication and history of sales transactions while incorporating great features to help maintain relationships with customers. It's super easy to use with a gentle learning curb for new employees. This CRM integrates well with other platforms! For a SALES team this CRM is a 10/10! Review collected by and hosted on G2.com.

My "dislikes" are minor and do not sway my overall rating. Some considerations are that for smaller teams, or those without a dedicated CRM admin, it can sometimes be challenging to make the most of your instance and really flex this tool to do all that it can. Without an enterprise subscription, customer support is a little more limited. Lastly, while Nutshell integrates well with many platforms, full integration with google suite is not supported for some features - this can influence workflow and makes some data around activity tracking a little less valid. But overall, great product! Review collected by and hosted on G2.com.

Nutshell is a very straight forward, user friendly CRM software. It has multiple features that make tracking leads simple, helping prevent warm leads from getting lost in the shuffle. Simple features, like tagging a coworker in a customer note with the @ symbol are so convenient and support a fast-paced office environment. Creating tasks for myself and other team members aides in keeping the communication flowing when team members are in and out of the office. Review collected by and hosted on G2.com.

Minute details in the customer's name can be a little frustrating. For example, if someone enter a customer's company name as St. Paul, you won't find them if you search Saint Paul or Pooh's Corner vs Poohs Corner. Review collected by and hosted on G2.com.

The map in Nutshell provides a really good visual on one's territory. Entering new leads, customers, and information is easy and intuitive. Review collected by and hosted on G2.com.

The Nutshell app is only really useful as a contact list and, while it does that very well, I wish that some of the usability from the website was available on the App. It is extremely hard to find and enter information on the app. I don't know if you can even log and activity on the app. The activities should be shown on the customer page, there isn't even a tab for them. It would be nice if the user could easily enter their own Industry and company type if what they want isn't in the drop down already. Review collected by and hosted on G2.com.