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Nutshell

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COMMUNITY FEEDBACK SCORE

  • 4.41
  • 17 Reviews

RANKINGS & RATINGS

RANK
  • 53.0
    Contact Management Software
    6 / 158
  • 47.6
    Online CRM Software
    10 / 213
  • 46.6
    Sales Force Automation Softwar..
    30 / 730
  • 10.9
    Lead Management Software
    46 / 253
  • 10.9
    CRM Software
    142 / 729

ABOUT Nutshell

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Pj Belangel

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Level1Contributor
  • CrowdReviews.com member since Feb 2016
  • Region XIII - Caraga, Philippines

Review Distribution (180)

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180Reviews
33Helpful votes
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Pj Belangel

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  • Level 1 Contributor
  • Point 180 reviews
  • Thumb 33 helpful votes
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Great CRM

Reviewed on March 4, 2024

Valid Validated Review   |  
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This reviewer was offered an incentive for completing this review.

Down

What was the best part about using Nutshell?

From day one (we've been using nutshell almost as long as they've been around), I was impressed by the level of customizability. Many CRMs force you into one method or process, but nutshell gives you choices that help you customize it to your company's processes. They have a fairly robust API that is great for automating the import of leads from other systems. Their round-robin distribution fairly distributes the leads and is one feature that keeps us with them. The universal search is fast and easy to use (though, if you have garbage data it will make things difficult). I think the pricing is very competitive and we feel it is a great value.

What would you change about your experience with Nutshell?

I think they could use a huge UI/UX improvement. They've maid some improvements over the years, but the site looks dated and there are generally many clicks to get from one step to the next (again, they've made improvements, but it's time for a major overhaul in my opinion). Another interesting thing that I'm not a huge fan of is that you can't apply custom processes to different teams. We have inside and outside sale teams and each one uses a different process. While I mentioned the ability to customize the process being a huge pro, I need to take that one step further and allow me to customize it per team.

Overall Feedback

Try it out and see how much your process fits into the platform. You'll always need to adjust/be flexible, but I think Nutshell is a great platform for exactly that. We've looked into SalesForce as our organization grows and have found them to be extremely expensive, difficult to work with, and generally unhelpful. What Nutshell may lack in a particular feature or integration they make up for in customer service and effort.

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