Nutshell is excellent for helping to keep track of your current targets and setting up a schedule for when to follow up. Review collected by and hosted on G2.com.
Nutshell can seem a little overwhelming at first due to all the different components that it offers. Review collected by and hosted on G2.com.
I really enjoy the pipeline and task reminders. Review collected by and hosted on G2.com.
I dislike that you have to purchase a higher version to get task reminders. Review collected by and hosted on G2.com.
I like the pipeline and the various views to see who is in what pipeline-- like the map and the dragable ways to move a lead to the next phase
I like how you can tag people and assign tasks Review collected by and hosted on G2.com.
The company, people within a company and leads are confusing to keep bundled and know what note, activity or task information to put where Review collected by and hosted on G2.com.
You can see all past conversations from leads Review collected by and hosted on G2.com.
That it doesn't integrate with all of the products we use such as Intercom - leads have to be manually entered Review collected by and hosted on G2.com.
Tracking pipeline with proper notes and easy links to sales partners. Review collected by and hosted on G2.com.
I have to put in whole name to find a record. Does not intuitively search from partial name. Review collected by and hosted on G2.com.
I really enjoy the pipeline structure that indicates the status of various business leads. Review collected by and hosted on G2.com.
I dislike how if certain tasks associated with leads are not completed, they show up daily in your "task bar" until they are completed. Often times, the timeframe for when those tasks need to be completed by has not yet passed, so them being visible daily can get a bit annoying. Review collected by and hosted on G2.com.
Nice dashboard, integrated with a calendar & activities to be completed. Review collected by and hosted on G2.com.
No direct integration with financial applications such as Xero or Quickbooks. Were currently using Zapier for an ECWID to Xero integration & this can be problematic at times. Review collected by and hosted on G2.com.
It is easy to import contacts and create leads. I like working the leads dashboard and the steps/columns that are there to work them to the "won" status. Review collected by and hosted on G2.com.
The email integration was a little tricky. Review collected by and hosted on G2.com.
Hello! Thank you for taking the time to review Nutshell! Happy to hear that our dashboard is helping you win your leads and keeping your day-to-day organized.
I'm sorry to hear that you experienced some difficulties setting up your email integration. Don't hesitate to reach out to our team at support@nutshell.com if you run into any integration issues 😄
After using Nutshell for over a year we love it. It makes tracking our pipeline so much easier. The flexibility is amazing and the cost is well worth it. Review collected by and hosted on G2.com.
We haven't run into any issues yet that cannot be overcome. Review collected by and hosted on G2.com.
Its super customisable and isn't restrictive like some other CRM systems I've used. It links with everything in our stack either natively or via Zapier integration. Review collected by and hosted on G2.com.
There are some confusing elements around recurring priced products and determining the value of those. Review collected by and hosted on G2.com.
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