Nutshell

Avantages

Nutshell est un outil qui permet le développement des groupes de vente. Il y a pas de complication pour son installation. Ce logiciel facilite la gestion simple des clients.

Inconvénients

La prise de main est souvent difficile pour un débutant et ces fonctions semblent parfois limitées.

Avantages

L'interface est moderne, les rapports analytiques sont détaillés, je n'ai eu aucun soucis pour la prise en main

Inconvénients

Le support client est à revoir, beaucoup trop lent.

Avantages

Our primary goal was to have a high-functioning CRM that supported lead nurturing and helped us close sales. Nutshell does that exceptionally well, but that is just the starting point. Automating tasks and communication through multiple sales pipelines is easy and intuitive. We are already seeing results from the automation. Tracking our current clients for upsells and renewals is also intuitive and easy.

Our next step is to use the marketing potential of the platform to increase our lead generation as well.

The implementation went very smoothly, support from Nutshell staff was great, and I was up and running with Nutshell in days, and now I can track leads, make calls, and send emails and never have to leave the platform. It has greatly increase my efficiency.

Inconvénients

Not sure how to answer the cons. There are a few areas where I would like to customize fields, or change their location, but it is a small complaint

Avantages

I love the customization of pipelines, being able to turn strong leads "orange" in color so they stand out. It's so helpful to see if leads/clients successfully received our emails and opened them. We use the email drip sequences a lot, and I can't say enough about how much value those add to our clients.

Inconvénients

sitting here thinking and thinking, and honestly not sure! LOL Not sure if this is a Nutshell issue or our issue. But our stages in the pipeline often get bottlenecked. Always trying to figure out how to organize better to keep things streamlining more efficiently.

Alternatives envisagées 

Pourquoi choisir Nutshell 

Pourquoi passer à Nutshell

Avantages

I like the lead system aspect and the cleanliness of it.

Inconvénients

I am not liking the design features - very basic.

Avantages

It does everything I need - email, phone, keeps my cadence on track with reminders. It's easy to use, and the activity and sales reports are exactly what I need to keep myself doing my daily activity and checking my results.

Inconvénients

There aren't any real negatives. I can set it up to do what I need it to do the way I want to do it.

Alternatives envisagées 

Pourquoi choisir Nutshell 

Pourquoi passer à Nutshell

Avantages

Detailed reporting. Daily sales tracking and year over year reporting.

Inconvénients

No scheduling. I have to use nutshell in conjunction with Jobber to run my business fully.

Alternatives envisagées 

Pourquoi choisir Nutshell 

Logiciel antérieur 

Pourquoi passer à Nutshell

Avantages

Its very user friendly and easy to get used to

Inconvénients

The software is perfect.
Maybe the pricing could be a little lower

Alternatives envisagées 

Pourquoi passer à Nutshell

Avantages

Price, and help speed. When a feature is requested they are quick to help.

Inconvénients

integrations and not having all things other CRMS competetors have

Alternatives envisagées 

Pourquoi choisir Nutshell 

Logiciel antérieur 

Pourquoi passer à Nutshell

Avantages

The flexibility of it and the nutshell team is excellent to work with.

Inconvénients

the growth at times can seem a little slow.

Avantages

Ease of Navigation and Setup, and ability to call, text, and email

Inconvénients

No text-campaign availability yet, other than that it's great!

Avantages

Nutshell is an all in one place database that can be used for planning and building connections with people.

Inconvénients

There are some steps that are not as user-friendly, such as capturing and pulling detailed data, and imports are a bit tricky. There is a white glove service to help you if needed.

Avantages

My favorite thing about Nutshell is the ease of reporting analytics. After an email broadcast I can report the open rates and engagement to my team super fast. It's nice to have it at all at one click!

Inconvénients

The hardest part of Nutshell to understand and use is the Dashboard. I still don't have it figured out and I've been using it since February.

Alternatives envisagées 

Pourquoi choisir Nutshell 

Pourquoi passer à Nutshell

Avantages

Nutshell has been a game-changer for our small team. It promotes open communication and makes tracking wins a breeze. With its intuitive interface, we can easily collaborate, generate insightful reports, and stay organized. It's a must-have for any small team looking to boost productivity and efficiency. Highly recommended!

Inconvénients

While Nutshell CRM has its strengths, I've found the process of adding team members and fully utilizing its features to be confusing. Despite its promising features, navigating the system for tasks like adding team members feels overly complex. Simplifying these processes would greatly enhance the user experience and make Nutshell even more valuable for small teams like ours.

Alternatives envisagées 

Pourquoi choisir Nutshell 

Logiciel antérieur 

Pourquoi passer à Nutshell

Avantages

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.

Inconvénients

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.

Avantages

I was tasked with finding a CRM and did extensive research. I chose Nutshell and have never looked back. This CRM is super user friendly and easy to train sales people who are usually up and running within 30 minutes. This is NOT Salesforce - no degree required to use it! lolI love Nutshell so much, that I recommend it to my other customers who retain me to manage their marketing. I have over 6 customers using Nutshell and they are all happy with the product!

Inconvénients

There are a few features I would like to see added... when "starring" the main contact within the company filed- that information should bleed through to the lead, or at least have the same option available within the lead. That same "starred" contact should move to the 1st place in the contact list.

Avantages

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.

Inconvénients

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..

Alternatives envisagées 

Pourquoi passer à Nutshell

Avantages

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

Inconvénients

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.

Alternatives envisagées 

Pourquoi choisir Nutshell 

Pourquoi passer à Nutshell

Avantages

easy to use and understand. customizable dashboard, detailed pipeline

Inconvénients

hyphens and apostrophes interfere with search functions of company name

Avantages

It's easy to use, keeps me in check and it means I don't have to worry about admin. It has tonnes of features and integrates with my emails meaning everything is recorded automatically including meetings.

Inconvénients

Lots of pay walls plus there's no easy to use sales automation

Avantages

I like the contact forms and how I can embed different versions on each page of my site. It helps me pre-qualify and understand the needs of the customer who contacted me.

Inconvénients

I would prefer a better UI. Some clicks are unintuitive and features aren’t well described or located.

Avantages

Great Product easy to use! keeps clients notes well organized.

Inconvénients

The phone application is a little hard to use VS the online one I would like to see that improved for those of us that cannot always get online easily.

Avantages

Easy to set up, easy to use, very intuitive and uncomplicated. Reasonable price

Inconvénients

The integrations for financial reporting needing to be charged separately. The cost of the integrations would be double the cost of the monthly subscription.

Avantages

I love its organization - its great having the tools needed

Inconvénients

Navigating through companies and leads could be smoother

Avantages

Ease of use, customer support, and ability to integrate with google.

Inconvénients

The app doesn't always work and could be improved. Seems to time out a lot.