Nutshell

Pros

I've used Nutshell for three separate businesses that I've run or owned. Each one considered a small to medium-sized business. Nutshell is perfectly suited to us because it's lightweight and easy to learn. It doesn't require an in-house expert on the app (like SalesForce). It's basic feature-set is all I've ever needed, and the support is terrific. Real people at the end of the phone, with fast responses. And, it's made in Michigan! It has a lot of simple customizations that I use; workflow, custom fields, leads, etc.

Cons

Integrations are somewhat limited, but still, plenty to work with. I'd like an integration to RingCentral's app. Also, it doesn't' handle subsidiary company relationships well. I've had to create a workaround with tags to help connect them.

Pros

The software surprised me in a pleasant way. It certainly accomplishes the task at hand.Nutshell's contact management feature was one of its many appealing features. To put it another way, who doesn't like having all of their contacts in one place? It's like having your own rolodex, but you don't have to put any effort into organizing it. In addition, having access to all of your communication history with each contact makes it easy to pick up where you left off.The sales automation feature was another Nutshell feature that I really liked. I mean, who doesn't want their sales process to be automated? It's similar to having a small sales assistant who takes care of all your busy work so you can concentrate on more important things.Furthermore, we should not disregard the portable access include. When it comes to managing sales pipeline and contacts while on the go, who wouldn't want that? It's like having a Nutshell in your pocket, ready to help whenever you need it.I have to say that Nutshell was a pretty good experience overall. It certainly makes managing sales and contacts much less monotonous.

Cons

The reporting and analytics feature of Nutshell was one feature that bothered me. I love data just as much as anyone else, but sometimes all those graphs and charts can be a little overwhelming. It's similar to trying to read a book written in binary code: it's informative, but not particularly exciting.The customization feature was another thing that I found frustrating. While it's great that Nutshell can be customized to meet your specific requirements, there are times when all the options can be a little overwhelming. It's like getting the keys to a car and finding out you have to build it yourself: it's fun, but it also takes a lot of work.Although Nutshell is a good software in general, there were a few aspects that disappointed me. However, who knows, maybe I'm just being picky.

Pros

I like that's it's web based, and that it can store information about my clients. That's really about it.

Cons

I dislike very much that I cannot search using CTRL + F for stuff on a clients page. I'll have a lot to look though and I'll want to search for a specific word, say "lunch" or "meeting." I cannot search for these words. Instead it just pulls up the search bar for people. Very unuseful for a CRM....

I really hate that when I do search, it rarely finds me what I need, and almost never quickly. It's difficult to find phone numbers, if I search someone's name, it'll pull up everyone's not CLOSE to what I'm search for, but somehow not the specific person....

My daily tasks somehow get clogged by what is in the leads... perhaps there's a way around this, but I haven't found it yet. I can't really rely on tasks or to-dos with Nutshell, so I use Trello for that.

I can mostly use Nutshell for just storing stuff about my clients, and even then finding that information months later is not very easy, frustrating and not very helpful.

Pros

User-Friendly Interface: Nutshell's interface is intuitive and easy to use, making it an ideal choice for businesses of all sizes.Advanced Reporting Capabilities: It offers advanced reporting features that allow users to create custom reports and analyze their sales data in real-time.Customization Options: Users can customize the platform to meet their specific business needs, including custom fields, workflows, and more.Integrations: Nutshell integrates seamlessly with other popular business applications, including G Suite, Microsoft Office, and Zapier.

Cons

Limited Mobile App: Nutshell's mobile app is basic and lacks some of the features available on the desktop version of the platform.One potential drawback of Nutshell I feel is its pricing, which may be too steep for some small businesses. The Platform's entry-level plan starts at $19 per user per month, which can add up quickly for companies with multiple employees.The Platform can be slow at times, particularly when handling large amounts of data

Pros

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.

Cons

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