Their system is very easy to use & when I need help I can speak to e real person. Review collected by and hosted on G2.com.

I haven't found anything yet. It fits my all of needs Review collected by and hosted on G2.com.

I appreciate the broad range of functionality and the depth of the application. The report generation and Pipeline features, in particular, make it easy to understand what’s happening and to execute sales and marketing in a way that feels straightforward and smooth. Review collected by and hosted on G2.com.

I wouldn't necessarily say "downside", but there is a bit of a learning curve to be able to use enough of the utilities to be effective. Review collected by and hosted on G2.com.

The convenience of the program. Very user-friendly and easy to set up. A couple of steps and you have it the way you want it, and if you want to change it, you can. Review collected by and hosted on G2.com.

When looking at emails, it will keep them even if the email doesn't look like an email. It can be frustrating to search for a name and you see that as an email. Review collected by and hosted on G2.com.

I love the fact that it provides a lot of the same firepower and offerings as HubSpot at a fraction of the cost. The team is always ready to answer questions, and its very easy to get solutions to challenges quickly. I feel like more than a number with Nutshell, I feel like they are a partner with my business. When I wanted some specific ways to contact clients, they worked with me to determine the best ways to make that happen. I absolutely love this platform as a CRM. Review collected by and hosted on G2.com.

I don't like that I can't set up a funnel that will email multiple people at once - instead, I have to enter each person into the funnel individually. Review collected by and hosted on G2.com.

Much better for tracking our leads than our old system of an Excel spreadsheet! Review collected by and hosted on G2.com.

I haven't found anything yet - however my salesman Sam would prefer to be able to color-code leads for a better visual experience as he scrolls open leads. Review collected by and hosted on G2.com.

My favorite part of Nutshell is that it is never finished, they are always evolving and upgrading, and most of the time that doesn't come at the cost of adding price upgrades for us the customer. They are also quick to take feedback when and upgrade isn't actually and improvement and refinement. There are so many bells and whistles, the features are endless and we were able to customize it to fit our needs perfectly. It was easy set up, easy use, and our team uses it all day, everyday! Review collected by and hosted on G2.com.

Sometimes speed can be an issues, especially on leads with a lot of notes or info, however, that seems to be almost a non issues in the latest upgrades. So we are much happier with the speed of use now! Review collected by and hosted on G2.com.

It’s easy to use and quick to implement. Everything is available in one platform, which helps save time and makes the overall workflow more efficient. Review collected by and hosted on G2.com.

It has limited advanced features and lacks customization options. Review collected by and hosted on G2.com.

I find the email tool easy to navigate. The audience feature with relevant contacts is helpful for email merging to a dedicated audience, and the drip campaign feature has shown its usefulness. Adding contacts seems easier, and my team values the white glow support for managing a large number of contacts. Review collected by and hosted on G2.com.

I wish there was a button to deactivate a contact who's no longer in the organization, so we wouldn't have to do so many manual steps. Also, when sending emails, it would be helpful to have the sender blank at first to choose instead of having a default person, as sometimes people forget to change that. CRMs are always confusing to understand, and even though Nutshell seems less sophisticated and more straightforward than others, it still took me some time to get used to it. For contacts, it might be specific to our organization, but it was confusing to navigate similar name organizations and find multiple leads inside. Review collected by and hosted on G2.com.

Nicely organized and fairly intuitive to use. A lot of features and functionality in one place to manage overall people relationships. Review collected by and hosted on G2.com.

A lot of features to figure out - but know that will be great when we do figure them all out. Review collected by and hosted on G2.com.

Pipelines and custom fields

Quickbooks integration

Outlook email integration Review collected by and hosted on G2.com.

lag time for Quickbooks syncing

lag time for Outlook email syncing (when a customer emails me, I can't respond withing Nutshell because it takes too long to see the email--I have to respond in Outlook and then the emails don't always sync into Nutshell leaving holes in my communication with customer) Review collected by and hosted on G2.com.