Avaliações do Nutshell

Bang for your Buck

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

Vantagens:

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

Desvantagens:

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

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

Vantagens:

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.

Desvantagens:

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.

Pros and cons of Nutshell

Comentários: Overall experience has been fine and easy going with Nutshell as it provides everything that we required from requirements stand point also mainly about sales pipeline management functionality.

Vantagens:

The most useful feature of Nutshell is the sales pipeline management where it managed every complex and monotonous stage of sales that in turn also provide analytics and reporting functionality for research purpose and presentation for the stakeholders.

Desvantagens:

When it comes to documents storage then there are lot of improvement required as the platform involved in holding the document is fishy and complex to deal with.

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

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

Vantagens:

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

Desvantagens:

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.

A Comprehensive CRM Solution

Comentários: Overall, Nutshell is a comprehensive and powerful CRM solution that is ideal for businesses of all sizes.The software provides a wide range of features to manage sales, marketing, and customer service needs in one platform. Nutshell offers a user-friendly interface, excellent integration capabilities with other business applications, and customizable features that enable businesses to tailor the software to their specific needs.

Vantagens:

User-Friendly Interface: Nutshell's interface is intuitive and easy to use, making it an ideal choice for businesses of all sizes.Advanced Reporting Capabilities: It offers advanced reporting features that allow users to create custom reports and analyze their sales data in real-time.Customization Options: Users can customize the platform to meet their specific business needs, including custom fields, workflows, and more.Integrations: Nutshell integrates seamlessly with other popular business applications, including G Suite, Microsoft Office, and Zapier.

Desvantagens:

Limited Mobile App: Nutshell's mobile app is basic and lacks some of the features available on the desktop version of the platform.One potential drawback of Nutshell I feel is its pricing, which may be too steep for some small businesses. The Platform's entry-level plan starts at $19 per user per month, which can add up quickly for companies with multiple employees.The Platform can be slow at times, particularly when handling large amounts of data

An Elegant Yet Powerful CRM

Comentários: We are now better organized with our sales process and are more collaborative. This allows us to keep our important information in one place that is easy to use and work as a team to get things done!

Vantagens:

I love the filtering ability with our companies and people lists. It allows us to really drill down and get the exact metrics we want. We are better able to see a lot of information at a glance in a dynamic way.

Desvantagens:

I would love more options when emailing groups of people in the system. Currently, I need to only use templates when emailing groups and I would like to be able to type out the email in one shot instead.

Nutshell product review

Comentários: I have used a number of different systems including Zoho, Hubspot, Pipedrive. I like Nutshell's flexibility and ease of use.

Vantagens:

Tags - are the most used feature - so I can easily segment lists. The ability to sort with multiple tags. Easy importing from a spreadsheet.

Desvantagens:

Having to add a tag into the system BEFORE uploading a contact spreadsheet. If the tag doesn't already exist - the import fails. Which is an extra step and a waste of time.

Nutshell VS Act

Vantagens:

I was an ACT user for 10+ years and when they went to an cloud solution the product because so slow and crappy I had to make a switch. Testes and used many programs and landed on Nutshell. Great product & great support!

Desvantagens:

The process of a lead and a person a little confusing at 1st.

Perfect solution for startups

Comentários: Everything was really great. From the sales, through deployment, and ongoing support.

Vantagens:

Ease of use, easy integration, great customer support, easy to learn and solid documentation, and many more.

Desvantagens:

Some features need improvement or expansion but our rep told us all the ones we asked about are already in their production queue.

Great for Lead Management

Vantagens:

We use Nutshell for our Account Management and CRM, however the biggest feature we utilize is the Lead Management. Being in a manufacturing industry for architectural material, we will have leads on projects that span over 2-3 years, so Nutshell allows us to track each lead and ensure regular follow-ups are maintained with the customer.

Desvantagens:

This was a brand new venture for us in this type of software, so we had nothing to compare it to. Like every new software, there was a learning curve but we felt that it was justified to the benefits we gained.

Good starter CRM

Comentários: Consolidated location for prospects and communication history.

Vantagens:

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.

Desvantagens:

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.

Over all it has been great to use, have had some issues with freezing when switching from Dashboard

Vantagens:

Easy to set appointments and track who I have talked with and what we talked about and set follow up calls/appointments. The reports are a good tool for staying on track with my efforts/results. I've only had one experience with customer support but when I did they responded very quickly and had me back working in a very reasonable amount of time.

Desvantagens:

For what I use the software for there really are not any cons. I am an end user so I primarily use it for setting/following up/tracking my daily calls and contacts. I guess on the computer side the only negative I would say is the search engine is very fickle, sometimes you can put in specific words and you get some crazy thing that has nothing to do with the company or person your looking for and then you can misspell what your looking for and get exactly what you want. I will say that the app for my HTC phone is somewhat lacking. I can set appointments just fine and log calls/emails but the searching for a certain person or company is very very limited

Look forward daily toward using nutshell, since I've been able to make it work for me successfully!

Comentários: many successful placements!

Vantagens:

First and foremost, nutshell has a #1 Customer Service Team! This, in my opinion, is the sole driving force toward effective sales on the part of its users, regardless of the platform/system being used. Then I would add a few other benefits; 1. lead page shows important info all at one glance, 2. availability to search everything (albeit, excluding info logged in the activities section by each individual user), 3. fast input of info when saving info, and many other specific features you've built into the nutshell system.

Desvantagens:

why not build an automatic clock, showing the time the caller is calling into lead location, maybe next to a number lead. additionally, you would raise the value of your product substantially if you were to build a functionality that allowed a search of the words in the activities (message) section of your lead page. this would allow users an ability to quickly zero in on valuable leads based on previous messages noted. just think when users leave or when their leads are reassigned to different users, how valuable a tool that would be to follow up on hot leads that need to be brought to a close.

Great software! New dashboard layout a few months ago has led to some issues

Vantagens:

Cost, Flexibility, API, Reports. Customer service has been responsive, but most of the time its "wait and try again in a while"

Desvantagens:

we use the dashboard heavily as a team, and the new homescreen layout has made things a little more difficult. We still have issues where items will not "check off" from time to time, or duplicate to-dos from the same process appear. This has decreased since the new layout launched, and I was in contact daily with a customer service rep at that point. The biggest ongoing issue is that the "to-do" items for leads are now harder to get to. You have to select to-do specifically because it defaults to Activities, and then for it to be useful for us, we need to select "only steps with due times" to avoid having cancelled leads etc. show up. I also re-arrange the panes every morning so that the to-do is the majority of the screen. I'd prefer being able to select a permanent layout instead of re-doing it every day.

Good, but could use improvement

Comentários: I'd say my experience overall is good. I like how simple it is to create things. They all link together smoothly. My experience with other CRM programs is that they over complicate things with too many layers. Nutshell just keeps it simple and give me what I need. It could use a few more ways of spitting out information, but as far as keeping all my information in one spot it's quite good at it. I would suggest the product for a company that needs a CRM for information tracking. I think when it comes to an organization that needs a deeper data dig, Nutshell will not be the solution for them.

Vantagens:

It's easy to use and task tracking is simple. It helps me understand at a glance what I need to accomplish in a day. Entering data is quick, and this part of the program is quite intuitive. Customer support is really good. You're speaking with a human instead of a robot.

Desvantagens:

Reporting is quite lacking. Trying to understand data trends in some cases requires the creation of multiple reports instead of compiling it into one. It often times asks about duplicates. I'm not sure how it recognizes them, but they're often not similar at all. Understanding interactions between an account is quite tiresome. It tracks all of the data into one place and requires some digging to determine what is relevant to the lead, contact, or company. It's all in the same place instead of into multiple swim lanes. It some times feels like you're asking it for information regarding one thing and it dumps every single interaction that may or may not include that lead/account/contact.

I set everything up, make any adjustments, and train our end users

Comentários: Easy to track our contacts and sales leads. Great tool for management.

Vantagens:

I really like the ease of use. It's very simplistic but a lot can be done with it. The program is pretty user friendly. Each user is able to customize their own views. Also, the customer service has been great. Not only are they quick to respond, but it's nice to know they take their users' suggestions and implement them if they are an improvement to the product.

Desvantagens:

Probably my one complaint would be that if you choose 'phone number' as one of your columns to display, it chooses the first number under that profile which could be a fax number or mobile number and then the display simply shows up as 'phone number'. It would be nice to be able to choose to show the different kinds of phone numbers.

On par with the rest

Comentários: CRM...

Vantagens:

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.

Desvantagens:

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.

We have used Nutshell to keep track of our contacts & leads since around 2013

Vantagens:

- Straightforward interface; easy to train new people - The ability to import emails via "[email protected]" to keep track of conversations and relationships across many offices - Easy to bulk upload or update contacts or companies with tags - Thoughtful reports - Generally responsive customer support team - The 'merge duplicates' feature is very helpful

Desvantagens:

- We have leads open in 2+ currencies and for a while now, the reports have not been converting the amounts into one estimated total in a single currency correctly -- therefore, instead of using the (nice!) built in reports, I am still having to export all the data and do the conversion myself and create the reports again in Excel. If this bug were fixed we would definitely use the reporting feature more often!

Most of the features work well. A few lacks are quite frustrating to my work.

Comentários: Good tracking of process and progress on individual contacts or leads.

Vantagens:

I like the ease of navigation, and the timeline for each lead page. The template portion is a real time-saver and help.

Desvantagens:

The leads list is very frustrating. If I want to follow up on my leads, I want to know how many emails only I have sent. I don't need to know the total emails that includes what others have sent. Now I have to open the lead page to see what and how many emails I have sent to that lead. It is especially time-consuming, as it prevents me from doing a group/mass email, not knowing what kind of email has previously been sent out by me. Also, when I click on "send an email" it would be helpful if all the email addresses for that one lead were automatically included. Also, make all the email addresses visible on the sidebar without having to hover over the blue people card.

Nutshell helps me get more work done is less time. I wish the mobile apps were more functional.

Comentários: Nutshell helps me get more done in less time, plain and simple. Our business is centered around new sales and taking care of those clients we already have. Nutshell helps simplify our communication while also assisting us in making that communication more timely.

Vantagens:

The ability to automate tasks is pretty spectacular. I also very much appreciate the ability to make a call directly from the mobile app, log it, and make a note about what was discussed.

Desvantagens:

Besides the ability to make phone calls and log them directly from the mobile app, I am very unhappy with it. I spend about half my time on the app and half my time on the website, and the ability to log tasks generated in my leads really needs to be in the mobile app for Nutshell to make a significant difference for me. I would also like the ability to tag people in task notes in addition to the current ability to tag people in general notes.

Lower cost alternative to other CRM programs

Comentários: Time and cost savings. Low cost way to manage my customer base info.

Vantagens:

Ease of use. Searching is speedy and the interface is well thought out. There's a lot of customization available and marketing to my customers is easy with templates.

Desvantagens:

Lack of integration to pull in address data. It would be helpful to me if it could integrate with Linked IN and find and pull in address, email, phone and other data for prospective customers instead of requiring me to copy/paste or type in the data.

The app works great when connected to wifi. On the road the app has some problems.

Comentários: Tracking activity of sales reps, customer account data, establish sales goals.

Vantagens:

The layout is great and easy to use. The support page has all of the information we need to find out how to complete a specific task.

Desvantagens:

When entering in a customer account, the app will erase the letters while you're typing. We are also experiencing a problem after logging activity the app will delete all of the information we are logging. I live in Ann Arbor and have asked to meet in person several times and the answer is always no. I need to know these problems can be fixed.

Positive, but we under-utilise nutshells capabilities

Comentários: Simple to implement. Cost effective.

Vantagens:

Simple to use ie simpler to TRAIN reps, simpler for them to adopt. Flexibility - so one person can be attached to different products and leads and accounts. Can lift out lists for marketing easily. You are a small responsive independent company.

Desvantagens:

There is no easy way to manage accounts. Much of our revenue comes from recurring revenues from customers. We need to be able to develop customers. So selling more product to a customer (either new products same customer or increased use of product). Nutshell doesn't allow us to manage these "accounts" very well. To do this really well you'd need to use your open APIs to tie into our accounts package. Training and support sucks. We are on Australian time zone, and you guys are always shut when you need it. REALLY need good training programs. Nobody has heard of nutshell! Its a well kept secret strong product. You recently increased fees...are you trying to become another salesforce.rob.your.users or is it a 1-off?

Straightforward, no-nonsense way for us to organize our data

Comentários: It made filling out the review quite easy

Vantagens:

Great support, uncluttered, has features we need. This is the first CRM I have every used, so I have nothing to compare it to, but I was pretty comfortable with starting to use it. It is fairly intuitive even for someone that is not accustomed to CRM software. They have good tutorials and training information.

Desvantagens:

Every time I get it all figured out, they make updates and I have to keep figuring it out again and sometimes it takes awhile before i understand how it all works. ON the computer, I don't have as many problems with adjusting to the changes, but it is harder when using on the phone.

Overall it's positive. I know I can expect it to be working day to day.

Comentários: Multi-user contact sharing with phone app and SSB desktop app. Helps us track current customers and work with them more effectively.

Vantagens:

How flexible it is for when we decide to track new customer information. The tag system and how people are connected to companies is rather nice.

Desvantagens:

How difficult it is to search for a customer or person by their phone number. Right now I have to create a temporary filter and enter the entire phone number in it to see if there's an entry and then have to do it again for people if the number wasn't recognized as a company. The feature I want most is to be able to type in the last 4 digits of a phone number and see every person and company attached to that number. No proper iPad app. No offline desktop apps. There was a feature I was missing on the iPhone app but can't remember what it is.