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.

Ease of use and price compared to competitive products Review collected by and hosted on G2.com.

No real criticisms thus far. There is a learning curve associated with transition from prior CRM tool. 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.

Not applicable it tracks potential money Review collected by and hosted on G2.com.

It could be easier to use and more user friendly. Review collected by and hosted on G2.com.

It serves my goal into understanding the source of our leads and the value of them. Especially through time. Review collected by and hosted on G2.com.

When a lead is lost, the program doesn't give too many options of reasons. I need to manually add a note to describe the reason of the lead being lost. Also, it duplicates the leads sometimes Review collected by and hosted on G2.com.

I like that everything I need is in one application. From keeping track of customer touchpoints to sending out marketing emails, Nutshell makes it easy. Review collected by and hosted on G2.com.

Since I enter a lot of new contacts it would help if when you search there is an option to use your search name and add a customer or company. This way you don't have to enter it twice. Review collected by and hosted on G2.com.

I like how user friendly the interface is for the salesteams. We like how there is mutiple points of acces within the system to get to different view or request the same info. Review collected by and hosted on G2.com.

We think the mobile app could use some refining and we would like the ability for the mobile app to be able to preform every task the webpage can . we would also like to see more edit options in the quote feature Review collected by and hosted on G2.com.