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Sobre Nutshell

Nutshell ama a los equipos de ventas y los equipos de ventas aman a Nutshell. Las mejores herramientas de tu clase, las integraciones que ahorran tiempo y la asistencia en vivo de primera clase.

Descubre más sobre Nutshell

Puntos a favor:

One of the cool functions is that it integrates with email, so when you have communications with customers, it automatically shows in the tool.

Puntos en contra:

I think more training on set up, warnings issued at set up and common pitfalls at set up would avoid harmful bulk uploads making irreversible upload mistakes.

Valoraciones de Nutshell

Evaluación media

Facilidad de uso
4,3
Atención al cliente
4,3
Funcionalidades
4,0
Relación calidad-precio
4,3

Probabilidad de recomendación

8,0/10

Nutshell tiene una valoración global de 4,3 estrellas sobre 5 según las 447 opiniones de usuarios de Capterra.

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Filtrar opiniones (447)

hugo
hugo
Gerente en Argentina
Usuario de Linkedin verificado
Logística y cadena de suministro, 2-10 empleados
Ha utilizado el software durante: Prueba gratis
Fuente de la reseña

Nutshell un buen CRM

3,0 hace 10 meses

Puntos a favor:

Lo que más te ha gustado me Nutshell es que es bueno en cuanto a tener un registro actualizado de potenciales clientes, además Es un software es fácil de usar para pequeñas empresas que disponen de recursos limitados para el desarrollo, implementación y mantenimiento del sistema.

Puntos en contra:

Lo que menos me ha gustado de este software es que casi para todo hay que pasar a pro y es muy caro

Marilyn
Marilyn
Global Sales Director en Canadá
Usuario de Linkedin verificado
Servicios financieros, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas previamente:

Bang for your Buck

5,0 hace 4 años

Comentarios: Great! It helps the team stay on track whether it's sales or implementation.

Puntos a favor:

Reporting and filtering reports. Keeping a track record of our leads.

Puntos en contra:

Have to move over to pro to get more then one sales process. Pro is so expensive.

Mark
Sales and Marketing en RU
Ocio, viajes y turismo, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas previamente:

A value for money product but be warned it is very buggy!

4,0 hace 6 meses

Comentarios: Generally speaking, the software is easy to use and also easy to setup however it is frustrating that there are bugs in some of the basic software components

Puntos a favor:

Nutshell is a cost-effective product. Most other similar products are a lot more expensive. One of the unique things about Nutshell is its custom email templates which engage placeholder settings. This means you can customise an email template but include elements or placeholders that need to be customised on a per-email basis so the software will not let you send the email unless the placeholder is attended to.

Puntos en contra:

Sadly Nutshell is very buggy and the CS and developer teams seem completely uninterested in resolving my complaints about the software. These are basic features mainly within the templating software which I have told Nutshell about countless times, yet they seem uninterested in resolving them. Sadly the bugs can make for a frustrating experience on some occasions. What is even more annoying is that they continue to turn out useless features that are half-baked rather than spending some time fixing the issues at the centre of their core product.

Prescott
Prescott
President en EE. UU.
Minería y metalurgia, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

leads don't allow you to easily sell services, only products. After sale service is hindered.

2,0 hace 7 años

Comentarios: We get a cost effective CRM that frees up cash flow for use elsewhere in our business.

Puntos a favor:

Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps.

Puntos en contra:

Every lead typically has a company or contact. But if you don't save the activity in the lead, and instead under the company or individual contact, you can't see it when your client calls in regarding the sale they want service for, so your customer service is hindered and your sales people look like they don't know the history of the account. It's embarrassing to use this software because Nutshell says they are only helping to land the sale, not support it, but this mindset about how they build their software results in a horrible disconnect with regards to how we are forced to serve our customers, and thus we are using a CRM that doesn't support the full life cycle of a sale. We keep hoping Nutshell will fix this and improve because their customer service is great, and their people mean well, but after several years of patiently waiting, we are concerned that we may never see this problem fixed. The mobile app also has so many glitches with the UX that it can't even compare the experience to how you can use leads in a web browser. Further, when we have a customer call in to ask about their account, the recent leads puts the oldest first in the list, which means we have to scroll through several hundred orders just to open the last order we did for that client. If you are trying to sell to a major corporate account with multiple facilities / departments, forget it with Nutshell; linking subcompanies / vendors / partners / other locations is a nightmare in Nutshell.

Paul
Senior Product Estimator en EE. UU.
Materiales de construcción, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas previamente:

Nutshell has been a gamechanger!

5,0 hace 4 meses

Puntos a favor:

We absolutely love being able to have an all in one place customer and production tracker. From the time a prospect writes in, through years after they have purchased and Installed their building we have everything at our fingertips.

Puntos en contra:

We just wish that emails still went into the customer's leads, and tasks could be auto assigned after it is "won" the project isn't done..

Usuario verificado
Usuario de Linkedin verificado
Almacenamiento, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas previamente:

Awesome CRM for our team!

5,0 hace 7 meses

Comentarios: Overall we've been satisfied with Nutshell for years now, it works great for our team and anytime updates and changes are announced they are always even better. The support team really makes a difference too!

Puntos a favor:

Integration and onboarding were easy and quick, so many great features for our sales and marketing teams, task setting and email integration are great!

Puntos en contra:

We really don't have negative feedback for Nutshell, there are some features we don't use but not because they are difficult to use, just not necessary for our business.

Rachel
Rachel
Director of Business Development en Canadá
Usuario de Linkedin verificado
Construcción, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas previamente:

Simple to Use for those who have not used CRM's before

3,0 hace 6 meses

Comentarios: This is used to track our quotes and hase been helpful on stopping quotes from slipping through the cracks.

Puntos a favor:

This was an easy to implement software for those who have never used a CRM in the past. User friendly for basic functionality.

Puntos en contra:

I would like to see more ability to keep lead information separated. There are many leads that have the same companies and people but are not relevant to one another, and unfortunately it all gets lumped together.

François
François
President en Canadá
Usuario de Linkedin verificado
Aprendizaje en línea, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas previamente:

Perfect CRM for service companies for B2B

5,0 hace 8 meses

Comentarios: Easy to implement, with loads of tailor-made features for Small or medium-sized businesses. The connection to Outlook is good!

Puntos a favor:

The list of functionality is impressive and very easy to learn, customize and implement. Customize list, merge contacts or companies, and the reporting features were all great ones for software at this price

Puntos en contra:

Some of the reporting is limited, but it is still better than most we have tried, Also, the interface is not the sexiest around, but it does the job.

Garry
Managing Director en RU
Servicios financieros, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas previamente:

Finding the impossible

4,0 hace 5 meses

Comentarios: I searched and spent a lot of time looking for the best crm to suit what we needed. Realising along the way that no crm software would ever suit what your specific needs are. That said Nutshell fulfills 95%of what we need as we adapted our processes to suit. Having spent only 2 days learning and implementing g the crm it was fully usable and powerful meeting our needs.

Puntos a favor:

Easy to get to grips with and implement. Not over complicated and very flexible to adapt to your way of working.Customer support very responsive.Being able to design multiple pipelines is brilliant.

Puntos en contra:

Web analytics could be more detailed but need to explore more.

Kandace
Service Manager en EE. UU.
Comercio minorista, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

The ease of use

5,0 hace 2 semanas Nuevo

Puntos a favor:

It's super easy to use. Anytime I get calls in the service area, I'm able to check status by notes in Nutshell.

Puntos en contra:

I don't have anything I least liked about Nutshell. Nutshell provides everything that I need.

Respuesta de Nutshell

hace 2 semanas

Thank you for your review, Kandace! We're glad you're enjoying using Nutshell and finding it valuable!

Eugene
President en EE. UU.
Fabricación de productos eléctricos/electrónicos, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Good starter CRM

5,0 hace 7 años

Comentarios: Consolidated location for prospects and communication history.

Puntos a favor:

We explored a number of CRM solutions and initially selected Insightly after trying to get Tiger CRM working. Insightly functionality was too limiting and consequently was not being used. Our second round of trials lead us to Nutshell, which we have been using for about two years. We found Nutshell to be reasonably robust and easy to use. We have been using it for about two years now. We have about 30,000 contacts and 11,000 companies.

Puntos en contra:

We are now running into some functional issues which we have to address with addons, including Mailjet for email campaigns and Zapier for data transfer. The lack of a quoting interface, manual address entry into Quickbooks, lack of phone integration, and incomplete email integration. With the exception of QB integration, the other functions can be addressed with more addons. By the time we get done adding on the functional holes, the price becomes quite high. The reliance on addons also means that the system becomes unwieldy; a different system, management interface, and subscription for each function. At this time, I don't think there is a good solution for QB integration at all. This may not be significant since QB for Manufacturing is below our needs anyway. Our next step may be to use PostBooks, Xtuple, or some other MRP system that includes CRM. But, those also carry their own management burdens and costs. Nutshell does have a reasonable email interface to send correspondence through our IMAP server, but the markup tags are cumbersome, are error prone, has no CC or BCC field, and the reply emails don't populate under the Nutshell customer(s). Consequently, only half of the conversation is visible. Of all of the above, this is the most significant limitation at this point.

Jim
Industrial Sales Engineer en EE. UU.
Automoción, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Nutshell in a Nutshell

5,0 hace 5 meses

Comentarios: At first, I thought it was "clunky" but over time, and some super cool changes have actually helped me be MORE detailed. I would like to be able to run reports on customers, Not on sales necessarily...But on simple account activity.

Puntos a favor:

I can dump tons of data into the CRM, which I do for each customer. If I work on something that ends up going to anther salesperson, I can already have TDS and SDS information. Visit notes, I can make changes to contacts within a customer in seconds. The world changes quickly, and Nutshell lets me change with it.

Puntos en contra:

Leads is convoluted. Each sales person does things differently. For example. I sell Industrial. Many times my sales cycle can be two years long. I have trials and approvals to get from Engineers, Maintenance staff, and sometimes plant managers. Where a Fuel sales guy just quotes total gallons at a certain price, my job is highly detailed, constantly changes, So my leads don't fit into Nutshell very well at all. I struggle with the leads funnel. (It makes me look inefficient) I do not like the sales portion of Nutshell at all.

Mike
Sales en EE. UU.
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Nutshell was provided to me my boss to help track and organize sales calls.

4,0 hace 7 años

Puntos a favor:

I like that it holds all the information for my accounts and that I can set reminders for phone calls.

Puntos en contra:

I wish everything on the lead for a shop page showed up on the store page, i'm always having to flip from page to page to get a name and it seems redundant and time consuming to re input that information everytime I start a new lead when I just put it on the store page. Same with logged activities, I often have an activity on an account and then I have to put one on the lead I wish the activity showed up on both. For my use all calls are for the same purpose and it doesn't make sense to have two places to put independent activities. This creates a sense of Deja Vu or worse I call someone a second time and don't realize until they pick up which hurts my cause. I don't like that I have to assign a time to a phone call, my days are hectic and I can't keep to a strict schedule so things slip into unlogged activities and go missed and my day seems way more hectic than it is. I wish it was just a daily list so I could let my day evolve, I also do CS and warranty at my job so this time stamp constantly makes me feel behind the gun and I spend a lot of time just updated and re-organizing nutshell, time that I should be spending selling.

Respuesta de Nutshell

hace 7 años

Hi Mike, We appreciate you taking the time to provide feedback- I sense your frustration and perhaps there is something that one of our customer service reps can help you with as far as logging leads, activities etc. I will have someone reach out to you directly. Thank you for being a part of the Nutshell community. Amanda

Sheldon
Managing Director en Canadá
Servicios financieros, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas previamente:

Simple and functional

5,0 hace 7 meses

Puntos a favor:

Tasks per stage is something most CRM’s missed, but Nutshell did well at.

Puntos en contra:

Somehow they missed a very important aspects of customized fields that exists, the ability to create a field that searches the people in database.

Mark
CEO en EE. UU.
Energías renovables y medio ambiente, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Cannot imagine a better or more cost effective product for our needs

5,0 hace 7 meses

Comentarios: NS is critical to our a) Sales management, b) Project management, c) Marketing. We have not tried competitive software, but it's hard to imagine a package better suited to our needs.

Puntos a favor:

1) Email marketing capabilities added in the past couple of year have been a game changer for us. 2) Ability to track leads as they turn into projects and are completed - NS is the one tool we use for this, daily. 3) Contact import, export, and bulk editing.

Puntos en contra:

Copying emails into Nutshell and assuring they are attached to the correct Lead, and only to the correct Lead, is a pain in the neck. Having to insert "Lead-xxxx" into the subject line is the issue. We do not want our clients to see the word "Lead".

Joel
Owner en EE. UU.
Fuerzas del orden público, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Nutshell Review from Silent 6

4,0 hace 5 meses

Comentarios: Overall I really like everything except for the inability to track tasks by priority. I also think customer support is a bit lacking after hours and it would be nice if you had some extended hours to be able to live chat with someone in support.

Puntos a favor:

Intuitive and easy to learnTracking notes, emails etc is important to us

Puntos en contra:

Tasks can only be prioritized by date so I have begun using another solution to track our tasks and am looking for an all in one solution. Tracking tasks by date is important, but more important to us is the ability to task by priority: Urgent, High, Medium, Low. I need to quickly see every day what tasks are most important and start working on them and many do not need a date. I have recommended Nutshell to another business we partner with and they are also looking for another solution because this feature is lacking.

John
John
Managing Partner en EE. UU.
Usuario de Linkedin verificado
Contabilidad, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

A Full Featured Sales CRM

5,0 hace 4 años

Comentarios: Our sales staff was apprehensive at first as there were lots of bells & whistles and a little worn out with the previous jumps from one CRM to the other. But within two weeks everyone fell in love with Nutshell and completely on board significantly contributing to an increased close ratio.

Puntos a favor:

This CRM walks the less experienced sales rep through the entire sales process even recommending when to follow up even suggesting additional steps should be taken to get to the close. Upon close it automatically updates the customer database and the task management features facilitate the onboarding process. It also has a neat "Click-to-Call" feature that calls and optionally records directly from your prospect list providing an excellent sales training vehicle.

Puntos en contra:

We would like to have seen the developers respond more quickly to feature suggestions but as a Sales CRM it is untouchable.

Daniel
VP Sales en EE. UU.
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

User friendly product that has helped our company grow and transcend our industry.

4,0 hace 7 años

Comentarios: Nutshell allows a very small company like ours to manage all of our leads and clients in a manner that would be quite challenging without the software. We are a very unique business in a niche industry and Nutshell adapts very well to our needs.

Puntos a favor:

It is pretty easy to get up to speed with the software which has been a nice feature for our organization as we've had multiple people needing to use Nutshell...the reporting and tags have been really helpful..I run a lot of custom reports and using the tag feature on a daily basis.

Puntos en contra:

It has been challenging to be able to connect with support staff about a technical issue. About a year ago, I really enjoyed being able to message with support staff if I had a question..now it seems like I have to wait a day or two for an automated email reply with some links to some possibly related topics of interest.. my questions can be fairly technical and multi-faceted where either use of messaging or simply talking to another human would be more beneficial.

Anilkumar
CEO en India
Animación, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas previamente:

Simple and easy

5,0 hace 6 meses

Comentarios: For some one new to CRM, Nutshell can be a good place to start.

Puntos a favor:

CRM pipeline management, Contact management and lead form are my favourites. I used their lead forms in my website to easily collect the contact details. Email sequencing is my most used feature.

Puntos en contra:

I dont use their email marketing tool much.

Matthew
Marketing en Canadá
Software informático, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Nutshell has been a necessity for our business.

5,0 hace 7 años

Comentarios: Organization across sales, support, and billing.

Puntos a favor:

The Dashboard is amazing for keeping up to date on the happenings in Sales. I also really appreciate the Wallboard(summary of sales that month) as we google cast it to your TV in our kitchen. The sales process functionality ensures all leads go through a standard sales process. Really good stuff. We're really glad to have supported Nutshell all these years.

Puntos en contra:

SaaS support. I'm still not able to find CRM software that is geared towards SaaS companies. Seeing as Nutshell is a SaaS company I'm surprised they haven't added support for this yet. Once a lead is marked as one, you can't have steps in the sales process (mail a welcome package, follow-up after 2 weeks, 1 month, ask for an online review ;P) You have to manually create these tasks. Instead we've had to utilize Zapier to add a task to Asana for this. I wish we could do it all in Nutshell.

Stephen
Executive Director en Australia
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

I have found the recent Nutshell reporting update to be really poor.

3,0 hace 7 años

Puntos a favor:

Nutshell has a reasonably simple interface to use. There has been enough ability to customise the platform to get it to show some of the data/reporting information I needed.

Puntos en contra:

The new reporting format is a really poor user experience, putting irrelevant information front and center and making it harder to access the custom set-ups I need to make Nutshell work for me. I had high hopes that Nutshell would continue to improve from its base, however, I haven't seen any signs of a good update to the platform in the last 6-12 months. We are now in the process of evaluating other platforms to move away from Nutshell. Missing major functionality to make it useful.

Respuesta de Nutshell

hace 7 años

Hi Stephen, Thank you for your feedback. It's disappointing that you don't find the reports useful. A customer support representative will contact you so we can clearly understand what we can do to help you. Amanda

Brian
Market Segment Leader en EE. UU.
Maquinaria, 51-200 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Great CRM tool

4,0 hace 6 meses

Comentarios: Simple to use, easy to navigate, effective

Puntos a favor:

Our company lives in Nutshell daily. We do majority of our reporting from this platform and it is very simple to use and onboard new employees. These are the most common tools that we are using it for. Pipeline management, activity reporting, bookings/sales tracking, trip planning/mapping, scheduling follow-ups, and email campaigns. Once we realized all the capabilities it had to offer, it became the staple of our business.

Puntos en contra:

I wish that we could incorporate it with some of the other tools that we use. We recently started using a platform called "Sales OS" and it allows you to connect your CRM to it but Nutshell isn't a compatible option.

Stephen
President en EE. UU.
Internet, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

On par with the rest

3,0 hace 7 años

Comentarios: CRM...

Puntos a favor:

Interface is fairly clean. Price is reasonable. Kind staff. Good Midwestern folk are a nice break from Silicon Valley types. Attempt to be progressive is appreciated.

Puntos en contra:

Missing obvious reports like a weighted pipeline. Customization with reports is limited. Integration with Google and Mailchimp in particular feels lighter than what would be ideal. Built-in mail campaigns lack quality formatting options and attachments. Support is very slow to respond. I've watched the service get worse over time.

Respuesta de Nutshell

hace 7 años

Hi Stephen, We appreciate you taking the time to provide us feedback. We are working on the items you mention below. I am responsible for integrations and will tackle getting more Mailchimp functionality embedded into Nutshell. Attachments are on the way and we will continue to work on making Nutshell more robust. Thank you for being part of the Nutshell community.

Pamela
Luxury Home Specialist en EE. UU.
Propiedad inmobiliaria, 201-500 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Advantages of Using Nutshell CRM

5,0 hace 6 meses

Comentarios: It has been a game changer. To be able to pull up past communications, my customers are always impressed with my personal touch and memory!!!!

Puntos a favor:

Nutshell allows you to centralize and organize your customer and prospect data, making it easy to access important information about your contacts, such as their communication history, interactions, and preferences.

Puntos en contra:

Data input - the at one time you were able to automatically input Realtor addresses after initial input of their office address.

Laurel
Office Manager en EE. UU.
Construcción, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Helpful Software

5,0 hace 3 años

Puntos a favor:

It is incredibly helpful to have so many features within one program. Nutshell is helpful to almost everyone on our team! With a quick search, the team can find contact information and see where the conversation left off. I love that there is a PandaDoc extension to help send documents in an organized & prompt manner! Reports are easy to generate and there are so many resources to help answer your questions. The provided training videos are clear & give good direction. Customer service representatives are knowledgable, kind, and personable.

Puntos en contra:

Duplicates are easy to create, however the software makes up for this by creating an alert and suggesting that the information may already be in the system.