nutshell crm
reason # 1: nutshell is the crm your sales team will actually use .
nutshell is crm software that helps small - business sales reps win more deals .
nutshell is our only sales crm tool. it manages all of our leads .
nutshell is a powerful crm capable of handling any lead load you throw at it .
migration to nutshell. import from any crm. from sugarcrm, zoho, highrise | import2
great crm to stat from scratch with - importing a database from other crm, not so much .
nutshell is a great crm. it is affordable and has all of the features you could need .
zapier gives you the power to integrate nutshell crm with hundreds of other apps to automate your work .
we are excitied to announce that our newest integration with nutshell is now live. nutshell is our latest crm integration to add the the mix .
nutshell crm offers a free trial and three pricing packages. the prices given below are for annual subscriptions .
be one of the thousands of companies using zapier to automate their everyday tasks between nutshell crm and gotomeeting .
sorry nutshell, but you are not a crm. users - don' t run because of this statement !
it' s harder than ever to integrate web apps like nutshell crm and bitly without hiring a developer or learning to program. but that is changing with zapier! zapier can integrate apps like bitly and nutshell crm with a simple web interface .
click the get started buttons below to build your own hubspot and nutshell crm integration or choose from the prebuilt examples below .
while other crms require implementation consultants and “crm administrators, ” nutshell provides onboarding assistance so your team can start using it tomorrow .
as with other nutshell crm reviews, the aim of this guide is to help you check if the product fits your requirements .
think of it this way: if you haven’t integrated your crm, you’re relying on the proverbial paper calendar when it comes to optimizing your crm’s potential .
social crm: want to really know your customer? get on social media. link your crm to twitter to access social profiles and meaningfully engage customers .
nutshell crm is available in three pricing options. you may also try its 14 - day free trial to test out its features .
nutshell is a good crm if you are a small company getting started. it doesn' t have as much functionality as salesforce .
founded in 2009, nutshell works with thousands of small businesses and has been named a top crm for both user - friendliness and affordability .
automatically download full sales activity history from the existing crm and import it into nutshell. 1 - click, no csv files, hassle free
as a web - based crm, nutshell perfectly balances having enough functionality without becoming a chore to setup and maintain. having transitioned from a legacy crm (goldmine), nutshell checked all the boxes as it pertains to a modern crm, including multiple user access, mobile app (ios and android) and cross - platform (pc or mac) support .
i like the usability and ergonomy of nutshell. it' s very easy to use, even for people who never ever used a crm before. nutshell really improved our knowledge of our customer base !
nutshell is a favorite crm for a number of the members of our freelance team. it has a great feature that auto populates prospect data .
there really is nothing that i dislike about nutshell crm at least nothing that i don' t also not like in other crms. this is the most painless and easy to use crm salesmen and marketers alike will love it .
simply, the best crm web application. fast setup and great support .
im interesed to see what crm you choose to use with your small construction business .
zoho is a suite of apps, with one of the many being a crm .
with nutshell, you’ll be up and running in less than 24 hours, with no need for an implementation consultant or “crm administrator. ” nutshell provides onboarding assistance as well as free and friendly customer support .
import2 for nutshell is an online crm data migration service. it automates nutshell data import from other crms, such as zoho, sugar, or highrise. it' s as easy as clicking one button .
nutshell crm gives your team the tools you need to close more sales. hubspot makes staying in touch with your contacts easy. with this integration, zapier automatically creates contacts in nutshell from new hubspot submissions .
nutshell crm is a useful crm app that helps businesses to attract and retain customers. the system is designed for the needs of businesses of all scales and in any industry, and it is the preferred choice of growing sales companies and sole proprietors. nutshell offers a robust feature suite that can be compared with leading crm packages, and its reporting and analytics functionality is particularly outstanding .
nutshell is simple. it’s as user - friendly as it gets and new sales reps pick it up more quickly than any other crm we’ve tried .
if you would like your nutshell crm system set up ready to use, we can do this for you, whether you are overseas or local .
while nutshell desires to be a very easy to use crm, they do not have the dashboard analytics and reports that are available with other programs .
ever wanted to make hubspot and nutshell crm talk to each other? with zapier, you can do that without writing a single line of code .
ever wanted to make nutshell crm and gotomeeting talk to each other? with zapier, you can do that without writing a single line of code .
nutshell is a cloud - based customer relationship management (crm) software for small businesses. the nutshell platform offers sales process and collaboration tools, email sync with gmail and outlook, reporting and more to outbound sales teams .
nutshell crm gives your team the tools you need to close more sales. constant contact makes email marketing easy. with this integration, zapier automatically sends new nutshell contacts to constant contact so they can be added to campaigns .
nutshell crm gives your team the tools you need to close more sales. slack centralizes your messages and keeps teams in sync. with this integration, you will receive a slack message when a new nutshell lead is created .
nutshell crm gives your team the tools you need to close more sales. facebook’s social network connects you with people interested in your product. with this integration, zapier adds your new facebook ad leads as contacts to nutshell .
powerful for small teams nutshell provides excellent reporting tools and lets users customize the software to fit their organization' s workflow and needs. however, there is a limit to just how much you can customize nutshell. it' s not like urltoken, zohocrm or sugarcrm where the sky is the limit. the fact that nutshell is so easy to use means some things just can' t be modified. nutshell is a good crm for small businesses, or as a first crm for a growing company. once you outgrow the software, you should consider one of our editors' choice products for crm, urltoken and zoho crm .
nutshell doesn' t match the breadth of features offered by our editors' choice urltoken, but that' s because it' s targeting a different user. urltoken is primarily for larger businesses, whereas nutshell is very much for sole proprietors and small businesses. nutshell rivals our other editors' choice, zoho crm, as they are priced similarly and both target the same market segment. nutshell doesn' t have quite the same level of customization as that offered by zoho crm, but its reporting and analytics tools far surpass the competition for smaller - business crm .
nutshell' s simplicity is what keeps me and my team completely informed on the company' s sales cycle, without all the unnecessary bloat of other crm' s .
crm for sales team. still loading system up to go live for 12 / 12 / 16 .
reporting is very weak. you will not know important kpi or deal flow info from this crm .
eliminate silos: integration eliminates information silos among platforms as each platform is connected centrally through your crm .
import2 automatically downloads all contacts, accounts, leads and opportunities from your existing crm and imports them into nutshell. save weeks of your business time. absolutely no special knowledge is needed
fantastic crm that has all the bells and whistles as the large firms at a cheap price .
lacking lots of features of others crm (power dialer, vociemail drops, add ons, etc. )
this is my company' s first use with crm system. i have been pleased with the experience .
connect seamlessly: each integration creates a valuable lifeline, connecting powerful data - rich platforms to your crm .
nutshell crm offers a large list of native integrations with popular apps and business systems. an interesting opportunity offered by the company is expanding the system’s functionality with a number of zapier - built integrations. here are some of the apps nutshell can be connected to :
nutshell allows me to have all leads in one central location and to once again follow up on any lead that the sales team may place within nutshell .
we were looking for something easy to use, train new people on, and keep within a budget. nutshell provided a very cost effective solution to our crm, without forfeiting features .
you can do so much more with nutshell crm by connecting it to the other apps you use like gravity forms, hubspot, and activecampaign to automate the tedious tasks in your workflow .
and finally i like urltoken the interface is great, it’s a clean small crm but again i need more… .
multiply online orders. instead of running an unsustainable business on spreadsheets, you can give nutshell crm the chance to follow up your sales, and develop a productive strategy for generating new ones .
we tried to use nutshell as a crm, however after trying it for several months we decided to use a different system that had a more robust search feature and a better dashboard overview .
nutshell is a basic service with few benefits, even if it was free .
as a smaller company with a product focused on solving specific problems for our customer - base, we love to support other like - minded and similarly structured companies. nutshell' s focus on being the best collaborative crm is perfect for our company and what we need to use it for. we don' t need an all - in - one solution for our crm, sales, and marketing needs. we just need a crm that gets it and does it right, and that' s nutshell .
- as mentioned by another reviewer, nutshell does not provide calculators / maintenance for businesses that build revenues on subscription based services. nutshell' s ui and reporting is so clean and powerful, that it is our hope they accomplish this before another small
crm
company does .
i wish i could express more loyalty to a crm company, but they all fall short of that simple title .
nothing at all comes to mind. they were great to work with and the product fully solved our crm issues .
it’s comparable to any crm, while still consolidating other aspects of business management. lead management, contact organization, sales pipelines, collaboration, calendars, quoting, product catalogs, invoicing, well that’s just the crm aspect of worketc .
you are a master communicator! i have never gotten to the end of a long long crm review and comment field and gotten more impressed as i go with your kind response to people writing comments, ideas, plugging their crm .
great analysis on the crm front. i hope you don’t mind me making you aware of our crm software. it is unique in that it has optional telecoms (voip) built in which i think you would find very interesting as it captures and stores all forms of communication – works similar to googlevoice functionality. the software is called icomplete crm – urltoken
in their own words: “nutshell takes full advantage of modern technologies to make your job incredibly efficient. geeky words like html5 and ajax mean that nutshell provides a refined, interactive experience that we’ve meticulously designed around the needs of sales teams like yours. it’s the future of crm. ”
nutshell is adequate for entering client information, but needs more bandwidth in sorting data .
slack sends you a message when a new lead is created or added to nutshell .
the parent company that we' ve merged into was using excel sheets for crm management. nutshell allows me to be more regimented and organized. assigning tasks with dates and keeping context of the business relationship .
we initially decided to give nutshell a try due to the fact that it solved many problems that our current crm faced. one of those issues was the lack of mobile accessibility. we have salesmen who are constantly on the road traveling and need access to our database in many situations. our current crm does not offer a feature to do this, and the nutshell app was a great fix for that problem .
i think sometimes nutshell tries a little too hard to check for duplicate accounts / names etc. i have also had some trouble integrating sending emails from nutshell from my phone .
make sure to do the trial version of nutshell before completely committing to it. nutshell may not be the best fit for your particular business if you have hundreds of products .
nutshell crm has all the tools to make a business more successful. it gives sales reps the opportunity to stay well organized and maintain accurate records on each customer. a great system software every company should use .
your crm needs to operate effectively on both ends of the spoke, both within your business and between your business and your customer. for example, nutshell easily integrates with google apps for work or microsoft exchange .
thanks for the very useful post, john. you mentioned the problem of switching crms, but in fact, there are services like urltoken that allow crm users to import all the records to their new crm with minimum effort and no special knowledge .
nutshell crm is a smart system dedicated to helping sales reps be more successful, solving the challenge from which most crms suffer: motivating sales teams to embrace the software. with its award - winning product and next - door - neighbor service, nutshell helps small businesses win more deals, more quickly .
we have done a great deal of work to use nutshell to help us with forecasting. we have begun to use hubspot and incorporated nutshell to help us with our marketing analytics .
the integrations with gmail are the best around and is what has kept me using nutshell .
when you have a new hubspot submission, zapier automatically creates a new contact in nutshell .
accelerate your sales cycle: get notified as soon as you receive new leads in nutshell .
i really dislike not being able to attach a document from within the crm. i love the mass email feature and the sync with gmail, but not being able to attach a document from within nutshell means that i have to go back and forth instead of being able to do everything from within nutshell .
i like how active the nutshell team is at constantly improving the platform. i love how they actively participate in their forums to refine features within the crm. aesthetically pleasing and has a mac os and ios app .
we transitioned to nutshell from a different crm, and the migration was very difficult. it took weeks of time from our team, and from their customer service, and still our data had not all migrated correctly .
for this i’d probably go with a combination of highrise (simple crm) & mailchimp (the best for email marketing) .
i am currently looking for a crm for myself and several clients in different industries. thanks so much for all the great information
nutshell was founded under a simple premise: crm is most effective when its users actually enjoy using it. nutshell makes this happen by incorporating features that help businesses become more collaborative and grow, intuitive design that eliminates the need for specialized training, and insightful data that helps businesses learn and improve. nutshell is a beautiful, powerful tool that combines consumer - level design polish with business - scale utility .
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 .
make sure to do the trial version of nutshell before completely committing to it. nutshell may not be the best fit for your particular business, especially if you have hundreds of products .
with other programs i wasn' t able to quickly respond to emails made through the crm via my actual email, which never really made sense to me. but with nutshell, if i email a client through my email, it shows up on the nutshell dashboard and visa - versa! it' s amazing !
in addition to housing nutshell, the space will also house another startup, suter said. he, along with his partner ian berry, the chief technology officer at nutshell, and lindsay snider, a managing partner at nutshell, will continue the development of the company lift me .
i think this could be a useful crm if i was able to navigate through it easier with some training, help and time .
we have been using salesforce for a long time now and we are happy with it. btw, is zoho a crm too ?
nutshell is one of the most responsive crm vendors we have ever dealt with. they take suggestions for product improvement seriously and work to get customer feedback on their development timeline so they can create the best user experience for everyone .
although my mind is still open to discovering other more suitable hosted crm software, we’re currently narrowing our choices down to either solve360 or nutshell. therefore, i’ll focus my remaining comments on their features that are important to us .
i haven' t run into any major issues with the software honestly! however, if you are a huge company and in need of a very advanced crm, there are definitely things that salesforce will do that nutshell can' t. if you' re a small to mid - sized business, nutshell is great .
a crm that gets the job done without being complicated. customer service is also excellent! i had never used a crm before, but yet i was able to set it up with ease. it is very intuitive. we have a lot of people on our team who have never used a crm before and they catch on easily. i also love the integrations with google and our ticketing system .
just a few of the amazing nutshell customers that inspire us to go to work every day .
reason # 2: with nutshell, you’ll be up and running in less than 24 hours .
the nutshell team has always been available for us with a short response time and great answers .
nutshell is always finding ways to improve their software by taking their customers opinions and implementing it .
finally, nutshell’s reporting feature is excellent. you can easily generate team activity lists, sales forecasts and analytics, high level summaries, and detailed performance charts. as with other exported documents, you can save the reports to your device as csv files. you can read nutshell crm reviews here for more information about the software .
nutshell will take some getting used to for people used to salesforce, and it' s a good choice for a small business that wants to provide a decent crm tool to its sales and other teams but needs to spend wisely .
nutshell helps define and track the sales process in order to create more opportunities, close, and recognize revenue. cuts down the hassle of needing to spend time and money to customize for a specific business. very inexpensive crm option .
nutshell is a
new age
crm platform built an a very intuitive and smart design. part of nutshell' s core vision it' s an open platform with and they too are keen on integrations with the likes of google apps, zendesk, olark, wufoo, and mailchimp to name a few. nutshell has also designed it' s platform to heavy around mobile as well as a robust api at its core !
if you ever decide to look at crm and unified communications let me know. thank you for the opportunity to talk about our software .
we store all potential projects (leads) in nutshell to manage our sales pipeline. nutshell helps show us what is coming and when including what specific services / needs are included in the project .
nutshell was a great software in the beginning for a crm software. there were many benefits to the software such as a easy way to keep all of your client' s information together and to track your conversations and interactions with them .
reach your customer more effectively. use your crm to send them an automated message with their name. ctr increases on emails when the receiver’s first name appears in the subject line. (here’s how you can do that in nutshell! )
nutshell immediately helped us sort all of our leads and set up our sales process. we had been doing everything in spreadsheets and it was quickly overwhelming. nutshell cleaned up the entire process very quickly .
nutshell provides you with a fairly simple interface that even the most computer illiterate person can figure out .
i cannot think of anything i don' t like about nutshell. it is a great tool .
nutshell offers unlimited online storage and a static price model, as well as a live support staff .
nutshell is a quick setup and easy to use software for organizing leads and tracking your sales funnels .
the email tracking and emailing inside nutshell could use some work. it doesn' t track emails properly
i really love nutshell and it has changed the way we run our operations on a daily basis .
nutshell is a valuable part of our sales operation and ideally suited for our $ 20m small business .
while nutshell offers all the standard crm features (and more), it means nothing if your team doesn’t use it. that’s why we go beyond features, delivering the tools, tips, and support sales reps need to win more deals .
thank you g2 crowd and nutshell. what an amazing, intuitive and clever crm. it' s what i' ve been looking for. i' ll be calling today to discuss signing myself and my clients up. what great value .
having a mobile crm tool that can provide, contact info, task and activity management, and pipeline management from wherever i may be sitting .
it also is fairly hard to add new products / manage them. it is not a recommended crm if you have hundreds of different products .
look out sales the force may be younger, stronger, easier to use, and much less expensive in this young jedi of a crm .
triggers when a new calendar task is created. note: this applies to hubspot (marketing), and not hubspot crm' s tasks .
great and detailed review, but some information is outdated. for example both insightly and zoho crm launched mobile apps. we listed most of the tools you mentioned on getapp, an independent marketplace for enterprise apps, so it could be interesting for you to take a look and maybe make a quick update. i leave you links to insightly, zoho crm, a comparison table between those solutions and to our list of crm software .
we realize that when you make a decision to buy crm software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. that’s why we’ve created our behavior - based customer satisfaction algorithm™ that gathers customer reviews, comments and nutshell crm reviews across a wide range of social media sites. the data is then presented in an easy to digest form showing how many people had positive and negative experience with nutshell crm. with that information at hand you should be equipped to make an informed buying decision that you won’t regret .
the features that nutshell brings to the table is unmatched by even their most fearsome competitors. when i was tasked to find the company i work for the best crm on the market for the money i went into a critical analysis of the most common crms, during that look over i came across nutshell, which after reviewing the features and plugging their ratings into my custom analysis i found nutshell to have the best overall score for what our company needed .
i' ve used and analyzed many crm' s out there as a consultant. i find nutshell to be the easiest one to navigate (both on desktop and mobile versions), with a high level of customization ability. nutshell is the best crm for generating sales cadence on a team based on a sales process. it' s intelligence and customization features also help me really understanding who my clients are, where we are in the relationship, and how to take it to the next level .
not the most robust crm but it fits well for smaller companies who don' t need all the features and bells and whistles of other crms .
crm does not have to be complicated or expensive. easy to set up and get going. nutshell makes using a crm pretty straight forward. the interface does not lag and the ui / ux is good. they have come a long way helping sales teams who want to keep track of their metrics and for managers to drill down in reports to see where improvements can occur as well as forecast .
we needed an integrated crm system that could help our small software companies grow and prosper. as part of what we need to automate much of the inbound sales, lead generation and pipeline management as possible. the nutshell was an excellent tool for us .
integrate your crm with an email service provider (esp) app, such as mailchimp. mailchimp promises you’ll send better email. sell more stuff. no wonder mailchimp partners so well with nutshell’s straightforward approach: get organized. sell smarter. grow relationships .
pros 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. cons 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 .
nothing yet! i' ve run multiple sales teams on nutshell, and the experience has been flawless .
thanks for your comment. i agree, nutshell does have a great looking ui. if you think of it, i’d like to hear more about your experience using nutshell after you’ve used it for a while .
karmacrm urltoken is a very simple crm with a nice interface. i want more features so i wont even try it but some people might be interested .
nutshell crm offers a user - friendly and attractive dashboard that shows all contact history, tasks, activities, and upcoming meetings. you can sync the app with google calendar and it will summarize all important dates, which will enable managers to concentrate on managing leads .
nutshell is a good crm application where we can use it and synchronize it from your mobile application or from your computer without problems. this application has several payment plans, but what i like is that we can use a free trial version for 14 days to see what this application can do and if it adapts to our work style. nutshell has a good integration of tools and synchronizations that makes it ideal to choose this crm and where you have enough documentation of your website to know all these integrations and tools that it offers .
it would be nice if nutshell could hook into ldap systems such as active directory the way urltoken does to grab all the users, but again, it' s about size. most of nutshell' s customers won' t be big enough to run ldap, so it makes sense that nutshell doesn' t offer the integration .
nutshell is easy to pick up on and is very helpful in managing and improving my daily productivity .
lead management between 6 district locations. able to follow up by email contained in nutshell were it keeps records .
no longer a code - from - the - basement startup, nutshell has staked out a claim in a crowded crm market with brilliant design and friendly, above - and - beyond support. doing that successfully requires great people. (that’s where you come in! )
we have needed a comprehensive crm system that can help our small software consulting company grow and thrive. as part of that we needed to automate as much of the inbound selling, lead generation and pipeline management as possible. nutshell has been a great tool for us .
very straightforward approach to crm. entering leads and contacts is incredibly simple and allows for robust account types. cost is also fantastic for a start - up .
contact users of any crm to ask about their experiences or read plenty of reviews to get a good idea of how it might work for you. i talked with many sales professionals that use crm’s prior to investing my time and energy choosing and inputting all of my information, and i am glad that i did .
nutshell can ostensibly grow with your organization, but its interface is better suited for smaller teams. in fact, nutshell asks how big your organization is when you are signing up for the trial, and the choices are 1 - 4, 5 - 14, 15 - 24, 25 - 49, 50 - 99, and 100 +. unlike insightly and zoho crm, nutshell doesn' t have any user limits, storage caps, or restrictions on the number of records that you can create .
nutshell offers crm with an attractive interface and easy - to - use tools. it is reasonably priced and designed for small businesses and sole proprietors looking to automate their sales processes without skimping on features, but it doesn' t offer businesses a lot of room to grow .
while most crm services separate potentials deals into opportunities and leads, nutshell lumps them together. you create a lead and assign companies, people, products, and competitors so that you can track it through the sales pipeline. you can also tag the record with a source, such as whether the lead originated from a cold call, a referral, or some other means. you can customize the record with additional fields and notes. while easy to use, nutshell doesn' t quite match the breadth of offerings offered by bitrix24 or zoho crm .
we jumped on nutshell from another obsolete crm solution back in 2010 and ever since they' ve improved their platform really well. we love the google integration and the fact that all the emails get synced automatically without worrying about attaching anything. the process design also is great tool
hi carol, thanks for your feedback! we are happy that you are part of the nutshell community. we are constantly adding more features and functionality to provide a more robust crm for our customers. i am interested to understand what features you and your team would benefit. amanda
nutshell integrates with the software small businesses already use, including google g suite / gmail and microsoft office / outlook .
if i had to identify one thing we dislike, building a sales process in nutshell isn' t super intuitive .
nutshell makes it easy to manage leads and track contacts you' ve had as well as to - do items .
save time: spend less of your day doing manual data entry and importing / exporting contacts between nutshell and facebook .
our favorite part about using nutshell is the language they use. there are tons of other business - y features i could identify, but it' s rare to find a crm or sales tool that respects people the way that nutshell does. we value our client relationships at a super high level, so referring to them as leads or some other thing other than
human
is no good .
i like nutshell because they have captured the balance of functionality and options. the ease of use makes it very easy to continue to keep my accounts and contacts up to date which makes nutshell even more applicable to my every day business .
right now we are leaning toward solve360 with a critical look at nutshell. the deal breaker with solve360 for us is that it lacks the great reporting of nutshell. on the other hand solve360 is more intuitive, more ergonomic and gets us up and running much more quickly than nutshell but, ultimately, our sales team and management need those reports regularly and we can’t be exporting data to google apps to build the rich reports that nutshell provides out - of - the - box !
nutshell is the most flexible crm for sales reps, offering four ways to view and manage your pipeline. list view, map view, chart view and board view (drag - and - drop) let you decide how to work your deals, save views and share with your team .
bottom line: nutshell offers crm with an attractive interface and easy - to - use tools. it is reasonably priced and designed for small businesses and sole proprietors looking to automate their sales processes without skimping on features, but it doesn' t offer businesses a lot of room to grow .
i' ve tried batchbook, highrise, base and nimble in the past... nutshell won just slightly past base
save time: spend less of your day doing manual data entry and importing / exporting contacts between constant contact and nutshell .
this program is extremely easy to use. i have never needed to use a crm before, and nutshell did a great job of walking me through each step, and the program continues to be easy to use, there are so many integrations, and customer service has been a + thus far .
as for me, i like in nutshell that i can easily find any contact, clients or conversation which i urgently need .
i recommend nutshell for its easy to use interface and the ability to customize the software to meet your business' specific needs .
nutshell certainly deserves a strong consideration. i have had a good experience with it and have been able to pick up quickly .
if you' re considering nutshell, you really need to consider how you' re going to accept payment and fulfill orders. we build a custom backend that uses the nutshell api, but this added another $ 7k in development expenses to get this platform working the way we wanted it to. however, we wouldn' t trade it for the world. it' s way better than salesforce or maximizer crm. hands down .
your crm can make your email marketing more effective and efficient. let us know how personalized emails are helping you hit your target demographic with the right message at the right time .
in their own words: “solve360 is a modern crm that integrates features to manage client projects. it’s ideal for small teams in service based companies that need a flexible solution. ”
on the other hand, it may be possible that we could improve on our processes by adapting to a crm (or other app) that works differently than we do now .
nutshell has been great for our software firm as it grew from a startup to a mid - market company. nutshell is very similar to us in age, culture, feature philosophy, etc. so i always enjoy interacting with the team. the support (via chat and email) is excellent and they are always willing to hear new feature ideas and requests. the affordability makes it a great first crm for new and small businesses .
nutshell was born from years of frustration with complicated, ugly, and expensive crm software that required full - time admins to operate. our vision was to create a sales platform that was simple enough for anyone to use, and more in line with the intuitive app experiences that saas users were coming to expect .
nutshell co - founder / cto andy fowler has led engineering and product development at nutshell since the very first commit in august 2009. prior to co - founding nutshell, he was the co - founder and principal at paradigm reborn, a web development and strategy agency. when he’s not working to build beautiful software, you can find andy flying small airplanes from the ann arbor municipal airport .
the software making our day right. make your sales trade better and fast. perfect monitoring at your leads. the perfect gift from crm that can build process effective in our business .
another one is clevertim crm (urltoken) – a one page contact management with no refreshes, everything is done locally in the browser. so it’s really fast and easy to use .
the nutshell team has done an amazing job to make their crm software easy to use. each interface and workflow has been designed to be simple and straight to the point. pages are loading fast and you don' t need more than 30min of training to start using it (vs many hours with salesforce) .
nutshell is a growth - stage business with very ambitious goals. if you never back down from a challenge, we want you .
the customer service at nutshell was very responsive. they were very gracious in responding to all our questions as we got set up .
this thing does it all. contacts, leads, people, mails, calls, notes, there is nothing nutshell cannot log .
nutshell helps us keep track of all of our leads and it improves our relationships with leads, which leads to even greater sales .
you need a nutshell account, a facebook account (no cost), and a zapier account (starting at no cost) .
hi john, very nice work. we used to work with ifree tools (urltoken) mainly because of their google apps integration. unfortunately the interface and lack of features are moving us away. we have conducted an evaluation between zoho, capsule, nutshell, highrise and insightly. we decided to go nutshell, the ui is fantastic and we already have a pm tool (manymoon) so we wanted to stay away from a crm with pm features .
integrations with mailchimp and google calendar, call recording, sales process mapping, customisation, automatic social account derivation, maps, sales funnel, team activity reports, sales forecasts by confidence levels... . it' s just the best crm i' ve ever used and i' ve used a load. when i was looking for a crm for my new business i ran through a lot but this smashes them all. i' ve recommended nutshell to loads of people already. it' s incredible .
i used and analyzed in many crms as a consultant. i believe nutshell to be the easiest to navigate, both in desktop and mobile versions, with a high level of customization ability. nutshell is the best crm for generating sales of cadence in a team based on the sales process. this intelligence and setting function also helps me really understand who my customers are, where we are in a relationship, and how to take it to the next level .
in their own words: “zoho crm offers businesses a complete customer relationship life - cycle management solution for managing organization - wide sales, marketing, customer support & service and inventory management. ”
the apps i took a serious look at are apollo, bantam live, capsule, glasscubes, highrise, insightly, nutshell, solve360, and zoho crm, and most of these integrate one way or another with google apps. as of this writing, capsule, highrise, and solve360 also integrate at some level with freshbooks .
our main concern and dislike with nutshell is the lack of an in - app word processor. not many crms have one that we have found to be effective, but we wish nutshell had something in - app where we could create quote templates to quickly put together quotes and send them out to customers. we tried incorporating pandadocs into nutshell with some success, but it is still not as intuitive as we wished it might be. overall, we have been very happy with nutshell and we are working out some final kinks before switching over permanently .
nutshell offers a free 14 - day trial of its software, and this review takes advantage of that offer. two weeks is fairly standard among crm services, but i prefer longer trial periods. the 30 - day trial offered by urltoken gives you time to get used to the interface and to step through a complex sales workflow .
thank you for your insight. i’ve been on the search for a crm as well and many of your comments are mirroring my conclusions. greatly appreciate the time you’ve taken to present your findings !
as with insightly and zoho crm, you don' t need a credit card to sign up for nutshell; s trial. if you don' t buy a plan at the end of the trial, make sure you export your data. the good news is that nutshell makes it extremely easy to export all your data—accounts, contacts, reports—in comma - delimited files. you can also cancel at any time by going to nutshell billing and clicking on the link to close your account. since you pay month by month, there are no refunds. you can continue accessing your account until the end of your billing cycle .
the price and the ability to choose a yearly or monthly plan was an added bonus to this truly fantastic crm. the addition of the easy to use mobile app made this a no brainer decision .
our previous system wasn' t robust enough to handle multiple teams and organize them well. for us, the system provides a flexible crm that helps us track and report on various activities and pipelines .
i would definitely check out all if the options when it comes to a crm software. our company found nutshell to be more helpful in the beginning when you do not have many clients or potential clients. as our company grew the little things such as the search tool, lead tracker, and other features started to slow down our work .
as a fintech app company, it' s very useful to use such a crm tool as nutshell because it has enabled us to organize our prospection and, furthermore, to focus on priorities. having a clear sum up of what you' ve done and what you' re supposed to do with a prospect / customer is very nice .
the dashboard on nutshell is great for providing real time information and is easy to understand / use. adding and removing information from accounts is easy to understand / use. i have had very few issues uploading csv information to nutshell and the few problems i had were resolved within 24hrs .
nutshell makes working remotely easy and convenient. it has it' s glitches but overall is very useful. i use it daily during the week, it is very user friendly and easy to navigate. i' ve used many other similar apps and nutshell is the best so far .
my sales process is easier to mainstream as i have definitive steps built in nutshell to keep me on track. that has been very helpful .
we' ve used highrise, zoho, pipeline, etc. and nothing has come close to nutshell - but it definitely has its flaws .
tracking activity and keeping 2700 contacts in one place and begin able to email directly from nutshell so there is a automatic record of the email .
nutshell helps us keep track of contacts we' ve had. this is important with a sales cycle that can take up to a year .
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 .
you need a nutshell account, a slack account (try it for free), and a zapier account (starting at no cost) .
think about every possible question to evaluate prior to purchase. ask a lot about the back - end and customization. they' ll pitch you on ease of use but this crm is hardly built out .
in their own words: “insightly is the most popular google apps crm and project management package. track leads, proposals, opportunities, projects and manage files, all through an easy to use interface. ”
nutshell is extremely easy to implement and has all the basic features you need. what we like most of using nutshell is how easy it is to use, it keeps accurate reports and helps us keep track of our overall numbers and helps us keep accurate records of our customers. the service has a lot of integrates with other apps. i really love the integration with calendars and phone app. it allows me to easily keep track of everything. what sales i am working on. what customers i need to contact. and everything is conveniently located to work with ease. nutshell crm has all the tools to make a business more successful.
nutshell is a web and mobile customer relationship management ( crm ) service . it is composed of a web application , as well as mobile applications for the ios and android platforms . nutshell is headquartered in a former theater and nightclub in downtown ann arbor , michigan . 
nutshell is a web and mobile customer relationship management (crm) service. it is composed of a web application, as well as mobile applications for the ios and android platforms. nutshell is headquartered in a former theater and nightclub in downtown ann arbor, michigan.
nutshell is a web and mobile customer relationship management (crm) service. it is composed of a web application, as well as mobile applications for the ios and android platforms. nutshell is headquartered in a former theater and nightclub in downtown ann arbor, michigan.