Opiniones de Nutshell

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.

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

I appreciate the constant updates. Nutshell has some ways to come, so it is nice seeing changes be made. Customer service is always on spot and very friendly. Nutshell support page is great for new employees, referring them straight to there for advice. The adaptability & usability of the interface is very user friendly.

I have been using this software since October of 2014. So far, I think what needs to be implemented on the "Admin/SetUp side" is making sure Products, Reasons why Leads Close, the Sales Process Competitors, and so much more need to be added from the start with Nutshell and the business buying the service. The reason being is because over the last two years, slowly things have been added/removed/changed. So now we have 2 years worth of jumbled data IMO. Going through a thousand leads that only a handful of them have tags on to find out why something was closed via notes or what product was sold is a little silly. I think the setup process should include this for the end user (being our company). Mind you, I was not the one to set up the account with Nutshell so I am unsure if this is something offered, but It helps a lot when running reports on products, etc.

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!

My favorite thing about this software was its mobile interface through the iOS app. Having your CRM in the palm of your hand proved to be incredibly powerful for me. My role is inside sales and account management thus this tool was mostly used while traveling and in route to meet with clients. It was a huge leg up in my ability to prepare, research and plan on the go. Absolutely love it. All of my most important data in a very easy to access format.

The application was great to catalog your inbound contacts through integrations with Gmail. One thing I did not like was that I encountered quite a bit of duplication. It resulted in some manual management of my data to ensure my accounts remained clean and that duplication did not occur and or was reconciled. The system was great to pick up all of this data and to store it but it does need to be something that you keep tabs on and are accountable to manage on a regular cadence.

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

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.

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.

Nutshell has a good UX and design, was easy to customise with their API and integrate into our software, and was easy to onboard new staff onto and train them how to use.

There is a massive security bug in the software that we have raised to their CTO multiple times but this has still not been fixed, and their team now ignores our emails. This bug allows peoples private emails to be read even if they have unsynced from Nutshell, and has been acknowledged as a bug by their tech team but we have not had this addressed. As a result, we had critically confidential business information leaked. Nutshell is also meant to include unlimited free phone calling - their CTO about a year back reached out to us to ask us to switch to a more expensive option, because they had not planned for calling volumes from our country and this subsequently pushed our costs up.

We really like the insights we get from their reporting which helps us make decisions about our business. We use it for our sales, new customer on-boarding and retention activities. We've been on the platform for over 3 years and highly recommend them.

We'd like to see them expand their App integrations & Zaps (Zapier) with best of breed solutions.

Nutshell is a web based customer relationship management program ,and this eliminates the hassle of setting up and maintaining software, which is a weak point of non - web based Legacy CRM programs. Nutshell meets all of our expectation ,and allows for multiple user access ,smartphone access and it is cross platform too.

It has been a bit of a challenge trying to find other programs which can natively be integrate with Nutshell,to improve our sales process.

The history and contact storage along with communications.

The navigation can be somewhat cumbersome.

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.

Ease of use, backed up by powerful tools. Tracks your calls and even can be set to remind you to contact customers that you haven't talked to in a while. Favorite part is the Keep in touch. It plans my day and my call backs flawlessly.

I would like to see a visual overlay of all my customers on a map. That way when I am planning a trip I don't miss any customers that are off the main roads. Will give me a visual to help plan. Or some way to plan a road trip and Nutshell will show me all the customers I should contact on the way and plan route. Which can be transferred over to gps software like enroute.

Ease of use for a small business with a few people doing sales work. We didn't need all of the bells and whistles of Salesforce at the cost of complexity. As of a few years ago, you had plugged most of the holes that we cared about. Since then, new functionality or major new rewrites have either added complexity or relearning with little apparent benefit. I understand the need to do some of this but I hope you don't become Salesforce.

The LinkedIn connection is really important for us. It was a big relief when that came back. Also, the loss of historical record of communication for a Contact when you delete an old email is problematic. We are forced to retain all of these old emails and this can create confusion.

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.

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.

It's an easy software to learn, but Pro is too short because there just aren't any real pro's for our use, but to change would be a nightmare, so we continue in hopes to see improvement.

Would be nice if you could see the "Owner" of the account on the lead no matter who starts the lead - It's constant going back and forth when you have to pay people by commission sales. The search engine could be improved to pickup on Not Exact entries.
It would be nice to see "ALL" the notes regardless if your in a lead or on the main page.

Keep track of daily follow ups - and record entire history with contacts. Basic CRM stuff it does well.

1. Where did the Gmail Gadget go? This was the best feature and now it's gone. :(
2. The relationship between the Lead and the Customer can be confusing...
3. Reporting for specific items can be challenging as well.

Mobile app so I have my contact info with me. I have only been using as a simple contact database manager and I know it can do so much more. I need to spend time making sure I understand and use it to the full potential within my needs!

Had issue with dialing out that took quite a while to fix (when I hit dial on my mobile phone it would add a bunch of numbers which did not let it dial). I spoke to customer care about this and it took a little time and effort to get them to understand and then I would say it took a few months before someone fixes the bug. Another issue is that on the mobile device the contacts are alphabetized automatically but on the desktop version this does not happen? Have mentioned to customer care but no response. Cannot add more than 30 company types? I use this field to help categorize my contacts. Why just 30?

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.

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.

Love the integration with 3rd party programs like mail chimp and any other automation systems.

iOS app needs some more tweaking with being able to have the little blue bubble on activities when viewing activities from the activity menu or when viewing activities on the account info page. You only get the blue bubble if you go to the customer timeline and find the activity, or from the notifications menu. The blue bubble for conversations on activities should be available everywhere you can access an activity.

Easy migration from old CRM via CSV import. Activity management and to do lists keep users organized and on task. Integrated lead tracking and metrics help guide sales reps through the sales process. Ability to link with Google Suite is a definite plus.

I would love to see Nutshell offer integrations to more third-party apps. For instance, we use Reply.io for e-mail campaigns and there is no direct connection to Nutshell. It's not a huge deal, but would be even better if Nutshell and Reply.io worked together.

Overall ease of use - simple workflows for creating historical trail of communication. Easily create categories and tags to filter contacts / companies. Flexibility of custom workflow

Floating windows that hover over content (contact info pops up when viewing company information - can be confusing what you are looking at - company info or contact info

Duplicity in creating Leads. (Assign people / name of lead / company).

Duplicity in having to "select" logged activity - when in fact you have previously logged an activity

Flexebility and Customization are one of the big pros.
The dashboard has improved a lot since one year ago.

The repports are weak, at least in the version that we use.
It seams that in the pro version there is more features, and more complete repports. I was mad when I saw for the first time that a Pro version have been lauched with features that we were dreaming to have, and that it wasnt included in our version. When we signed Nutshell we got the top version beleving that it was a great cost benefit. Having some special features in a more expensive version after that wasn't good. And at that time nobody even offered us a trial of the Pros features.

Adding contacts when in gmail (The widget)
Strong gmail integration.
Tagging options are good.
Would like to see a real iPad app

No Gmail contact sync. Piesync can do it, why can's nutshell?
No Wysiwig editor for emails in Nutshell.
No attachments in Nutshell
I can't make sense of how to include a CC to an email , without adding them to the contact lead email lists
Need to have default intl area codes for phones in diff regions
There should be global email templates. If I have a sales team, all needing to uses a common template, it means they all need to copy/create there won template, including understanding of teh mark-up syntax. Not good.

Ease of use
Reporting abilities
Tracking and ability to customize what we need for our business model
The ability to manage and update our member company portfolio in one place

Only con is the inability to remove someone (a contact) from a specific company they are linked to without entirely deleting them.

Ease of use. Very straight forward. We don't need to send our salespeople to "Nutshell Camp" to learn how to use the product. Integrations are easy enough. The only thing I'd love to see is Gravity Forms (WordPress) integration. We could easily onboard more of our customers if that integration were available.

I would love to be able to share my email templates with the rest of the team. That way I could have my own, but also push new successful templates out to everyone else.