Nutshell

Pros

Reporting and filtering reports.
Keeping a track record of our leads.

Cons

Have to move over to pro to get more then one sales process. Pro is so expensive.

Alternatives Considered

Reasons for Choosing Nutshell

Switched From

Reasons for Switching to Nutshell

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing Nutshell

Switched From

Pros

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

Cons

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.

Pros

I love the filtering ability with our companies and people lists. It allows us to really drill down and get the exact metrics we want. We are better able to see a lot of information at a glance in a dynamic way.

Cons

I would love more options when emailing groups of people in the system. Currently, I need to only use templates when emailing groups and I would like to be able to type out the email in one shot instead.

Alternatives Considered

Reasons for Choosing Nutshell

Switched From

Reasons for Switching to Nutshell

Pros

Tags - are the most used feature - so I can easily segment lists. The ability to sort with multiple tags. Easy importing from a spreadsheet.

Cons

Having to add a tag into the system BEFORE uploading a contact spreadsheet. If the tag doesn't already exist - the import fails. Which is an extra step and a waste of time.

Alternatives Considered

Reasons for Choosing Nutshell

Reasons for Switching to Nutshell