G2

Tom B.

Small-Business (50 or fewer emp.)

8/20/2021

"Perfect for a one-man-show!"

5/5

What do you like best about Nutshell?

Nutshell has all the features of an expensive CRM, but you have the option to use them or not. Tracking all emails by lead keeps everything in one place and saves lots of time trying to remember OR FIND what you sent to a customer. I also use "tasks" like a check list to ensure I process each item in a particular phase of a project. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

If emails were sent to a person BEFORE a lead was created for that person, the emails stay associated with the person, not the lead, that was created for the person. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Don't fall for the "big names" in the CRM world. Nutshell can do everything those BIG companies do, and the support is US-based (Michigan!) You can actually understand any of the support team when they talk to you over the phone. Review collected by and hosted on G2.com.

What problems is Nutshell solving and how is that benefiting you?

The primary problem was keeping up with people I contacted and remembering to follow up with proposals I sent out. Seeing my leads in a "pipeline" format according to the stage, or lifecycle, keeps me on top of things I need to move along to the next stage. Review collected by and hosted on G2.com.