Opiniones de Nutshell

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.

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

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!

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

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.

I dont use their email marketing tool much.

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

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.

So easy to learn and implement for our business. Support was great as well.

Have yet to be disappointed with this package.

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.

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

When I had to use nutshell for the first time I was really scared. I was wondering how I will manage all of new features and merge with my database.Then at the end of the first day it feels like i've been using nutshell for years. I wolud recomend it to the all of sellers in managing their sales.

There is one thing missing in nutshell. After all my experience sometimes I'm looking for specific quote in note to search specific lead. In nutshell there is no such option.

The ability to set up automated email flows has been crucial for us to run a very lean and inexpensive sales org.

We can't add more than one email address to automated email flows which is a little annoying when we have leads with more than one contact

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.

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.

UI is getting much better in general, and the software has always been quite reliable (rarely down or broken).

1. Can't duplicate leads (we have customers that renew annually - I have to create new leads with all of the information each time)
2. Can't type an actual date in (must pick it) - every time I create a new lead for an annual subscription in the future, I have to click 12 times to get to the right month. Doing this for 20-30 leads makes my hand want to fall off
3. Hard to add future subscription leads - if we sell a monthly subscription for our product, we have to manually create 12 leads each year. Very time-consuming.
4. Editing contacts should be possible in-line. You can add emails/phone, but changing title and other items require you to leave the lead and go to the full contact form.
5. I preferred the older 'create lead' form which was the full page. The new one is less productive because you have to fill it out, then go the full page version and finish all of the items that were missing in the pop-up version.
6. Pro version cost. We don't need anything from Pro except the funnel report for only one user. To get that it would require all users going pro and increasing our cost by 4x which isn't possible.

visually organized and logical data entry screen. Functionality is there to build as robust or simple as the company needs/wants.

It is very easy to self-build an inefficient architecture. Data uploads can be catastrophic if not done correctly. 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.

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.

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.

Lead tracking and value of leads. Notification of wins. The reporting oand tracking of activities. I like to set activities up as different campaign. It is great for tracking the success of different sales campaign.

The App!!! Can't move a lead along the stages using Android. And you need to schedule an activity instead of logging an activity. The idea of logging is an activity is log what you just did. It is great on the desk top version. But on the App, the user finishes a cold call ..hops into their car and needs to schedule the activity the log it! I have complained about this for years. Nutshell team does not seem to understand how on road sales reps work. Very frustrating!

* Easy to Use* Super Helpful to keep on top of leads * Helps us keep on top and communicate to our 7,000 client base easily

Wish it could add Texting to clients for Free!

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.

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.

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.

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.

- 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

- 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!

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

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.