Nutshell

Nutshell un buen CRM

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

Bang for your Buck

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.

Excellent CRM for our Niche Application - Best of Multiple Reviewed/Used

Comentarios: Excellent! The customer service has been responsive and the system has been 100% reliable.

Puntos a favor:

Barrier to entry was low with minimal upfront cost needed to evaluate the software. Ease of use for a small company with minimal resources to devote to developing, executing, and maintaining the system.

Puntos en contra:

So far the only con that we have experienced has been in the reporting functions. This could be a by-product of our unique needs or our lack of resources available to investigate it further. It does seem limited compared to Salesforce.

Nutshell review

Puntos a favor:

I'm delighted I can look up information on our firm and individuals. We can be very specific about the data we want, and obtaining a significant amount of information with only a few clicks is really straightforward. We can observe a vast volume of data quickly and efficiently.

Puntos en contra:

When utilizing the system to send emails to several recipients, I'd like to have additional alternatives. I'm now obliged to utilize templates, and I'd rather type everything all at once.

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

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.