Nutshell CRM

Nutshell CRM

CRM & sales collaboration tool for small businesses

4.2/5 (343 avaliações)

Resumo do Nutshell CRM

Nutshell is the CRM that sales teams love because it takes best in class features and wraps them in an accessible, simple, and delightful user experience. We focused first on solving the challenge from which most CRMs suffer: motivating sales teams to embrace the software.

For sales reps, Nutshell drastically reduces time-wasting data entry and supports their daily workflow keeping everything in one place. With Nutshell, sales reps don't have to worry about dropping a lead or not knowing which one to focus on. Popular integrations and easy to use tools for automated follow-up, conversation tracking, lead outreach, pipeline management, and more make Nutshell a game changer for frontline sales reps.

For sales teams, Nutshell promises to help team leaders measure and improve selling techniques, team collaboration, and the overall sales process with a variety of unique tools. Multiple pipeline development, sales automation driven by sales guidance, automated tasks, and goals, and crazy powerful reporting are just part of the incredible tool kit Nutshell keeps at your fingertips.

Nutshell has helped thousands of business take their sales operation to the next level with its award-winning product and next-door-neighbor service. Let us help you.

Preços

A partir de
US$ 19,00/mês
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Austrália, Canadá, Europa, Reino Unido, Estados Unidos

Idiomas

Inglês

Nutshell CRM - Avaliações

Classificação geral
4.2/5
83% avaliações positivas
141
Excelente
145
Muito bom
45
Média
10
Ruim
2
Péssimo
Mark T.
Traduzir com Google

I've used CRM software on Mac, PC, & midrange IBM systems. Nutshell is at the top of the heap.

Usado Diariamente durante Mais de dois anos
Avaliado em 19/05/2017
Fonte da avaliação: Capterra

It's CRM that actually is liked and used!

Vantagens

Easy and flexible setup; consistently clear design. Can use basic functions without tripping over the advanced ones, and can gradually add feature/function for a smooth transition from beginner to power user.

I also like the way you have color-keyed the function buttons to the main color on functional screens. A nice visual orientation cue!

Desvantagens

I worked full-time in the design profession for 17 years, so this is a 'studied' critique:
There is a lot of market pressure for tech products to follow design trends. Unfortunately, design trends often are based on designers designing for other designers -- which tends to leave certain kinds of user needs out in the cold. One of the most common of these 'orphaned' needs is the need for contrast and clarity. Nutshell's UI gets high marks in my book for uncluttered design and common-sense functionality. But as people get older, it gradually becomes harder to distinguish low-contrast elements in a design. Contrast (and color, of course) also can be used (and is used to a degree in Nutshell) to 'lead the eye to where the action is. ' My suggestions for improving the main user screen are these:
1) Search Everything is, by definition, a key feature -- it should have a STRONG presence, instead of looking almost greyed-out.
2) Use bolder and slightly larger text throughout. To a degree, weight and size will compensate for lack of contrast -- and without cluttering the layout.

Resposta do Nutshell

Hi Mark!

Thanks for taking the time to give us some feedback. We appreciate the positive review and will pass along the feedback to our design team. Thanks for being part of the Nutshell community.

Amanda

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Eugene B.
Traduzir com Google

Good starter CRM

Usado Diariamente durante Mais de dois anos
Avaliado em 08/05/2017
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

7.0/10
Sebastian S.
Traduzir com Google

Nutshell is overall a great CRM that incorporates good features and provides great customer service

Usado Diariamente durante Mais de dois anos
Avaliado em 08/05/2017
Fonte da avaliação: Capterra

Vantagens

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.

Desvantagens

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.

Resposta do Nutshell

Hey Sebastian!

Thanks for taking the time to share your feedback with us. I hear you on the changes over the last couple of years. I will talk to our dev team about the requests you mention below on the Company.

We appreciate you being a part of the Nutshell community.

Amanda

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Mike N.
Traduzir com Google

Nutshell was provided to me my boss to help track and organize sales calls.

Usado Diariamente durante 6 a 12 meses
Avaliado em 08/05/2017
Fonte da avaliação: Capterra

Vantagens

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

Desvantagens

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.

Resposta do Nutshell

Hi Mike,

We appreciate you taking the time to provide feedback- I sense your frustration and perhaps there is something that one of our customer service reps can help you with as far as logging leads, activities etc. I will have someone reach out to you directly. Thank you for being a part of the Nutshell community.

Amanda

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Robert H.
Traduzir com Google

Good for most; Doesn't seem to handle recurring/subscription revenue well

Usado Semanal durante Mais de dois anos
Avaliado em 08/05/2017
Fonte da avaliação: Capterra

Better tracking of our forecast and contacts.

Vantagens

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

Desvantagens

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.

Resposta do Nutshell

Thanks for the feedback Robert. We've had a few customers, like you, ask about the possibility of splitting users between the Standard and Pro versions. It's something we are seriously looking into and will be asking more of our customers if this is important to them.

Frank

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

8.0/10

Preço do Nutshell CRM

A partir de
US$ 19,00/mês
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

14-day free trial, no credit card required.
Starter: $19/user/month (billed annually) or $22/user/month (billed monthly).
Pro: $35/user/month (billed annually) or $39/user/month (billed monthly).
Pro+: $69/user/month (billed annually) or $79/user/month (billed monthly).

Recursos do Nutshell CRM

  • API
  • Acompanhamento de atividades
  • Banco de dados de contatos
  • Campos personalizados
  • Criação de relatórios personalizável
  • Gestão de calendários
  • Importação/exportação de dados
  • Integração de e-mail
  • Integração de terceiros
  • Lembretes automáticos
  • Modelos personalizáveis
  • Notificações automáticas
  • Painel de atividades
  • Relatórios e estatística

  • Banco de dados do cliente
  • Imagem de marca personalizável
  • Integração de CRM
  • Integração de redes sociais
  • Integração do celular
  • Pagamentos eletrônicos

Mais informações sobre Nutshell CRM

Principais recursos do Nutshell CRM

  • Auto-assignment of leads
  • Automated task reminders
  • Board, list, map & chart pipeline views
  • Call recording
  • Click-to-call dialing
  • Colleague tagging
  • Communications log
  • Contact profiles
  • Contact, calendar & email import
  • Conversion tracking
  • Drag-and-drop interface
  • MailChimp integration
  • Mobile alerts
  • Pipeline management
  • Sales coaching
  • Sales forecasting
  • Sales performance tracking
  • Sales process automation
  • Team productivity tracking
  • Trend analysis

Vantagens

Nutshell goes beyond features, delivering the tools, tips, and support sales teams need to win more deals. The list of Nutshell benefits is pretty long (humble brag), but these are the ones you only get with Nutshell.

1. True Ease of Use: No administrator required, no coding experience necessary, no crazy long setup. Be up and running in Nutshell in a day. Nutshell makes powerful tools like sales automation, popular software integrations, and complex reporting totally accessible to users of all experience levels.

2. Affordability: One simple price per user per month. Nutshell carries no data restrictions and no hidden fees. Enjoy unlimited click-to-call, call recordings, contacts, and document uploads.

3. Service: Unlike any other CRM, Nutshell provides all our users with free access to real human support via phone, email, or chat. We're here to support your success in any way we can.

Don't take our word for it, experience the true power of Nutshell yourself. Start your free trial today!

Análise do GetApp

The ability to close sales quickly and efficiently can make or break a small business. Nutshell CRM is a web-based application that helps small and medium-sized businesses grow through consolidated communications, automated sales processes, and detailed contact management.

Nutshell CRM scales with growth and provides business users with more than 40 available integrations.

O que é o Nutshell CRM?

The web-based platform includes features for team collaboration, integrations, reporting and sales automation. It can be used on desktop computers or mobile devices, which is useful for teams that work remotely, on-the-go or outside the traditional office environment.

Businesses that use Nutshell CRM can manage leads, close sales, and keep track of important client relationships throughout the sales pipeline. Using Nutshell CRM’s tools, businesses can also forecast future sales and learn more about their most important contacts.

Principais recursos do Nutshell CRM

Manage Leads

Within Nutshell CRM, sales are tracked as leads throughout the pipeline; Nutshell CRM does not separate leads from opportunities. Within a lead, you can include multiple accounts, contacts, products, competitors, sources, and assignees. To create a new lead within your

Nutshell CRM account, click “Create New” and add all the information you currently have available about that lead. Keyboard shortcuts allow you to open forms and create new leads in less time, which is especially useful in busy office environments.

Automate Sales Workflows

Automating sales workflows ensures that a company’s leads are kept on the path toward success. At its core, an effective sales workflow should tell a business’ sales representatives how to handle leads and when to take certain actions, like following up on emails or phone calls.

You can build your own sales processes within Nutshell CRM. Although the platform comes with a pre-configured sales process, most businesses will want to create their own processes based on their unique schedules and directives. Add new milestones and customize the individual steps within a larger process. With Nutshell CRM, you can also add prerequisites (steps that must be marked as complete before future steps are workable) and delays.

Capture Emails

Businesses that use Nutshell CRM can forward and BCC emails to a specific account address ([email protected]). Doing so attaches those emails to the correct contacts or accounts automatically. Sales representatives can then open leads with their messages.

To email a colleague about an internal lead, include a keyword related to the lead (for example: Lead XYZ) in the subject line. Nutshell CRM will recognize the lead and include the email in that lead’s timeline. You can also track any incoming messages that you receive from your contacts and send messages from additional addresses.

It’s also possible to automatically sync emails from Gmail to Nutshell CRM. Contacts will be created for any email addresses that aren’t already in your Nutshell database.

Nutshell CRM features a Google Apps widget that allows you to instantly add your emails from Gmail to the Nutshell timeline of your contact, account, or lead. If you’re conversing with someone who is not yet in your Nutshell contacts, you can use the widget to quickly add them as an account or contact.

Microsoft Exchange and Outlook sync is also supported by Nutshell CRM. Activities you create can be set to synchronize automatically, and when you add teammates to an activity this will be automatically added to their calendars.

Generate Reports

Being able to generate data reports is an incredibly important feature in a CRM platform. At a glance, business owners can quickly review their company’s’ overall sales health based on leads and activities from the past 30 days, quarter, year, or a rolling period.

Filter the sales reports you generate by user, team, product, or source. You can also select your most common sources or products, and then track these metrics throughout the pipeline. Using Nutshell CRM’s analytics tools, you can track which leads are overdue based on estimated close dates.

Integrações do Nutshell CRM

Nutshell CRM integrates with more than 40 business applications. These applications include Mailchimp, Microsoft Exchange, Google Apps, Twitter, Wufoo, Zendesk, Zapier and others.

Preço do Nutshell CRM

Nutshell starts at $19 per month per user for their “Starter” package, or $35 per month per user for their full-featured “Pro” version. (Personalized onboarding assistance can be purchased for an additional fee.) Since all of Nutshell’s CRM packages include unlimited data storage and contacts,Nutshell can scale for growing businesses without the need for customers to upgrade their plans.

Resumo do Nutshell CRM

  • Fully customize and automate internal sales processes
  • Track leads and sales with practical reporting and dashboard features
  • Consolidate all business communications (emails, phone calls, meetings)
  • Collaborate with teammates
  • Find lead contact information on the go with native mobile apps
  • Free technical support

Perguntas frequentes sobre o Nutshell CRM

Abaixo estão algumas perguntas frequentes sobre o Nutshell CRM.

P: Que tipo de planos o Nutshell CRM oferece?

O Nutshell CRM oferece os seguintes planos de pagamento:

A partir de: US$ 19,00/mês

Modelo de preços: Assinatura

Avaliação gratuita: Disponível

14-day free trial, no credit card required.
Starter: $19/user/month (billed annually) or $22/user/month (billed monthly).
Pro: $35/user/month (billed annually) or $39/user/month (billed monthly).
Pro+: $69/user/month (billed annually) or $79/user/month (billed monthly).

P: Quais são os principais recursos do Nutshell CRM?

O Nutshell CRM oferece os seguintes recursos:

  • Auto-assignment of leads
  • Automated task reminders
  • Board, list, map & chart pipeline views
  • Call recording
  • Click-to-call dialing
  • Colleague tagging
  • Communications log
  • Contact profiles
  • Contact, calendar & email import
  • Conversion tracking
  • Drag-and-drop interface
  • MailChimp integration
  • Mobile alerts
  • Pipeline management
  • Sales coaching
  • Sales forecasting
  • Sales performance tracking
  • Sales process automation
  • Team productivity tracking
  • Trend analysis

P: Quem costuma usar o Nutshell CRM?

Os clientes habituais do Nutshell CRM são:

Autônomos, Empresas de médio porte, Pequenas empresas

P: Em que idioma o Nutshell CRM está?

O Nutshell CRM está nos seguintes idiomas:

Inglês

P: Que tipo de planos o Nutshell CRM oferece?

O Nutshell CRM tem os seguintes planos de preços:

Assinatura

P: O Nutshell CRM é compatível com disponíveis móveis?

O Nutshell CRM é compatível com os seguintes dispositivos:

Android, iPhone

P: O Nutshell CRM se integra com quais outros aplicativos?

O Nutshell CRM se integra com os seguintes aplicativos:

Bitium, Checkfront, FreshMail, Kixie, LiveChat, Mad Mimi, Nimble, SeamlessGov, Zapier, Zendesk

P: Que nível de suporte o Nutshell CRM oferece?

O Nutshell CRM oferece as seguintes opções de suporte:

FAQs, Fórum, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo