Nutshell CRM Review: Our Verdict
- Nutshell CRM Review: Who Nutshell CRM Is Best For
- Nutshell CRM Review: Who Nutshell CRM Isn’t Right For
- Nutshell CRM Review: What Nutshell CRM Offer
- Nutshell CRM Review: Nutshell CRM Details
- Nutshell CRM Review: Where Nutshell CRM Stands Out
- Nutshell CRM Review: Where Nutshell CRM Falls Out
- Nutshell CRM Review: How to Qualify for Nutshell CRM
- Nutshell CRM Review: How to Apply for Nutshell CRM
- Nutshell CRM Review: Alternative to Nutshell CRM
- Nutshell CRM Review: Customer Review
Pro Tips
Recap
Nutshell CRM Review: Our Verdict
Nutshell CRM is a CRM platform that is easy to use and works well with common tools like Google Workspace, Microsoft Office, QuickBooks, and Slack. It lets you have as many contacts, data, and records as you want and also lets you create your own reports and dashboards.
Nutshell CRM is perfect for small businesses like you who want a CRM solution that is dependable and low-cost but has all the features you need. With Nutshell CRM, you can track and manage your leads from the first contact to the final sale, automate your sales process using workflows and triggers, share notes, files, and feedback with your team members, and measure and improve your sales performance using Nutshell’s powerful reporting and analytics tools. Here are some more benefits to enjoy:
Pros
- User-friendly: Nutshell CRM has an attractive and intuitive interface that makes it easy to use and navigate. It also has a drag-and-drop builder, a smart search bar, and a timeline view that make it easy to create and manage your data and campaigns.
- Affordable: Nutshell CRM offers a single plan with all the features for a reasonable price. It also has no user or storage limits, no data caps, and no hidden costs or contracts. It also offers a free trial and a money-back guarantee.
- Supportive: Offers unlimited support and data migration assistance. It also has a responsive and friendly support team that is available via phone, email, chat, or social media. It also has a comprehensive help center, knowledge base, a blog, and a community forum.
Cons
However, before you choose a Nutshell CRM consider these:
- Limited Customization: Has limited options for customization. It only allows you to create one sales process or pipeline, and it does not have advanced features such as workflow automation, custom objects, or custom apps. It also does not have a lot of third-party integrations or APIs.
- Limited Scalability: Nutshell CRM may not be able to grow with your organization. It may not be able to handle large volumes of data or complex processes. It also does not have granular control over user permissions and roles. It also does not have enterprise-level security and compliance.
But with so many CRM platforms out there, how do you choose the best one for your needs? How do you know which one offers the features and benefits that you are looking for? How do you know which one is worth your time and money? Ready?
>>> MORE: Pipedrive Lead Management Review
1. Nutshell CRM Review: Who Nutshell CRM Is Best For
Nutshell CRM is best for you if you are a small business owner or a sole proprietor who is looking for a simple and effective way to manage your sales and marketing campaigns. Nutshell CRM is ideal for you if you want to:
- Create and track leads, contacts, accounts, and deals in one place.
- Integrate your CRM with your email, calendar, and other tools.
- Design and send beautiful marketing emails and automated drip sequences.
- Generate and customize reports and dashboards.
- Access your CRM from any device, including mobile apps.
- Get unlimited support and data migration assistance.
- Pay a flat fee per user per month without any hidden costs or contracts.
If you fit these criteria, then Nutshell CRM is the perfect CRM for you. Because it’s designed to help you grow your business and achieve your goals with ease and efficiency.
2. Nutshell CRM Review: Who Nutshell CRM Isn't Right For
Nutshell CRM isn’t right for you if you are a larger or more complex organization that needs more customization and scalability. Consider an alternative if you need:
- Create multiple sales processes or pipelines.
- Automate complex workflows or tasks
- Customize your CRM extensively or use advanced features.
- Integrate your CRM with a large number of third-party apps or services.
- Have granular control over user permissions and roles.
- Need to have enterprise-level security and compliance
3. Nutshell CRM Review: What Nutshell CRM Offers
Nutshell CRM offers a comprehensive set of features for sales and marketing management. Some of the key features are:
Lead Management
Nutshell CRM allows you to create and manage leads, contacts, accounts, and deals in a simple and intuitive way. You can easily import and export your data from various sources, such as spreadsheets, email, or other CRM systems, and also assign tasks and activities to yourself or your team members and track the progress and status of your leads.
You can add notes and attachments to your records, such as documents, images, or audio files. You can also use tags, filters, and custom fields to organize and segment your data according to your preferences and needs. The software helps you manage your leads effectively and efficiently and turn them into loyal customers.
Email Marketing
Nutshell Campaigns lets you design and send beautiful and effective marketing emails and automated drip sequences to your leads and customers, which allows you to use the drag-and-drop editor to create your own templates or choose from a variety of pre-made ones.
You can connect your CRM data to your campaigns and use tags, filters, and custom fields to target custom audiences based on their preferences and behaviors. You can also measure your email performance and track your engagement and conversion rates using the built-in analytics and reports. Nutshell Campaigns helps you communicate with your audience, nurture your relationships, and grow your business.
Integration and Sync
Nutshell Sync is a powerful feature that allows you to integrate your CRM with your email, calendar, and other tools that you use every day. With Nutshell Sync, you can automatically sync your contacts, activities, tasks, and notes between Nutshell and your email provider, such as Gmail, Outlook, or Office 365. You can also sync your events and meetings between Nutshell and your calendar app, such as Google Calendar or Outlook Calendar. This way, you may be able to keep track of all your communication and interactions with your leads and customers in one place.
But that’s not all. Nutshell also offers plugins and integrations to connect your CRM with other platforms that can enhance your sales and marketing efforts. For example, you can use the Google Workspace plugin to access Nutshell from your Gmail inbox, Google Drive, or Google Contacts. You can also use the Microsoft Office integration to export your Nutshell data to Excel, Word, or PowerPoint. If you need to manage your accounting and invoicing, you can integrate Nutshell with QuickBooks Online or Xero. If you want to improve your customer support and engagement, you can integrate Nutshell with Intercom, Zendesk, or Mailchimp. And if you want to collaborate with your team and streamline your workflows, you can integrate Nutshell with Slack, Asana, or Zapier.
Team Collaboration
Share notes, files, and feedback with your team members and chat with them in real-time using Nutshell’s built-in messaging tool. These features help you streamline your sales and marketing processes, improve your productivity and performance, and increase your revenue and growth.
>>> PRO TIPS: NetHunt CRM Review
4. Nutshell CRM Review: Nutshell CRM Details
Nutshell CRM has a simple and transparent pricing model. It offers a single plan with all the features for $20 per user per month. There are no contracts, no annual commitments, and no restrictions. You can try Nutshell CRM for free for 14 days without any credit card required. Nutshell CRM also offers unlimited support and data migration assistance to the contact and support team via phone, email, chat, or social media. You can also access the help center, knowledge base, blog, and community forum for more resources and tips.
5. Nutshell CRM Review: Where Nutshell CRM Stands Out
Nutshell CRM stands out in several areas, such as:
- User-friendliness: Nutshell CRM has an attractive and intuitive interface that makes it easy to use and navigate. It also has a drag-and-drop builder, a smart search bar, and a timeline view that make it easy to create and manage your data and campaigns.
- Affordability: It offers a single plan with all the features for a reasonable price. It also has no user or storage limits, no data caps, and no hidden costs or contracts. It also offers a free trial and a money-back guarantee.
- Support: Nutshell CRM offers unlimited support and data migration assistance. It also has a responsive and friendly support team that is available via phone, email, chat, or social media. It has a comprehensive help center, knowledge base, a blog, and a community forum.
6. Nutshell CRM Review: Where Nutshell CRM Falls Short
Nutshell CRM also has some drawbacks, such as:
- Customization: Nutshell CRM has limited options for customization. It only allows you to create one sales process or pipeline, and it does not have advanced features such as workflow automation, custom objects, or custom apps. It also does not have a lot of third-party integrations or APIs.
- Scalability: Nutshell CRM may not be able to grow with your organization. It may not be able to handle large volumes of data or complex processes. It also does not have granular control over user permissions and roles. It also does not have enterprise-level security and compliance.
7. Nutshell CRM Review: How to Qualify for Nutshell CRM
To qualify for Nutshell CRM, you need to have a website that receives traffic and has a clear goal for conversion. Also, sign up for a free trial or a paid plan on the Nutshell website. You can choose from four plans: Foundation, Pro, Power AI, or Enterprise, depending on your needs and budget. The plans differ in the number of monthly impressions, features, and support.
8. Nutshell CRM Review: How to Apply for Nutshell CRM
To apply for Nutshell CRM, you need to follow these steps:
- Create an account on the Nutshell website and choose your plan.
- Add the Nutshell script to your website or use one of the available plugins or integrations.
- Create your first campaign using the drag-and-drop builder or select a ready-to-use template.
- Set your targeting and triggering options to define when and where your campaign will appear.
- Launch your campaign and monitor its performance using the dashboard and analytics.
>>> GET SMARTER: GetResponse Sales Funnel Review
9. Nutshell CRM Review: Alternative to Nutshell CRM
Some of the alternative platforms to Nutshell CRM are:
Zoho CRM
This is a powerful and flexible CRM platform that helps you manage your customer relationships and grow your business. With Zoho CRM, you can:
- Access a complete suite of features and integrations for sales, marketing, customer service, analytics, and more.
- Customize your CRM to fit your specific needs and preferences, using drag-and-drop tools, workflows, and automation.
- Collaborate with your team and communicate with your customers across multiple channels, such as email, phone, chat, social media, and web forms.
- Track and measure your performance and progress using dashboards, reports, and insights.
- Scale your CRM as your business grows, with plans that suit your budget and requirements.
Zoho CRM also offers a generous free plan for up to three users, which includes essential features such as leads, contacts, deals, tasks, and email. For more advanced features and integrations, you can upgrade to a low-cost plan for up to 10 users, starting at $12 per user per month. You can also try Zoho CRM for free for 15 days, with no credit card required.
Salesforce
Salesforce is a platform that helps you find more prospects, close more deals, and connect with customers in a whole new way. It offers a complete suite of products for marketing, sales, service, and commerce, with AI-powered features and insights to drive business success.
Salesforce is a CRM (customer relationship management) platform, which means it helps you manage your interactions with your customers and potential customers. It also helps you streamline your business processes, collaborate with your team, and automate tasks. Salesforce is scalable, which means it can grow with your business and handle large volumes of data and users. It also offers a cloud-based platform; you can access it from any device, anywhere, anytime. You don’t need to install any software or hardware to use Salesforce.
All you need is an internet connection and a web browser. Salesforce also has a large app marketplace, called AppExchange, where you can find thousands of customized apps and specialized consulting partners to help you extend the functionality of Salesforce. You can build your own apps using Salesforce tools and technologies. With Salesforce, you can create a personalized and unified customer experience across every touchpoint.
10. Nutshell CRM Review: Customer Review
Nutshell CRM has received mostly positive reviews from its users, who appreciate its robust lead tracking, customer database management, and customization options. Some users also praised its Google integration, mobile apps, and friendly support team.
However, some users also noted some drawbacks, such as its subpar email builder, steep learning curve for the sales automation tool, limited options for customization, and lack of social media features. Some users also felt that Nutshell CRM may not be able to grow with their organization as it scales up.
So, Nutshell CRM is a great choice for small businesses and sole proprietors who are looking for a CRM platform that is easy to use, feature-rich, and affordable. It can help you manage your customer relationships, streamline your business processes, and drive your sales success. However, if you are looking for more advanced features, more customization, or more social media integration, you may want to consider other CRM platforms that can better suit your needs.
Pro Tips
- Adjust your dashboard to show the data and graphs that are important to you.
- Work faster and more efficiently by using keyboard shortcuts.
- Monitor how you deliver and fulfill your product or service using Nutshell’s custom fields and filters.
- Communicate with your prospects and customers via text messages from Nutshell using the SMS integration.
- Manage recurring revenue and subscription-based sales using Nutshell’s revenue recognition feature.
- Create automated lead follow-up and nurture campaigns using Nutshell’s email marketing tool.
- Connect Nutshell with Google Workspace, Microsoft Office, QuickBooks, Intercom, Slack, and other popular tools to sync your data and streamline your workflows.
- Produce detailed and customizable reports and analytics to measure your sales performance and identify areas for improvement.
- Develop your own apps and integrations using Nutshell’s API and developer tools.
Recap
Nutshell CRM is a simple and user-friendly CRM platform that integrates with popular tools like Google Workspace, Microsoft Office, QuickBooks, and Slack. It offers unlimited contacts, data storage, and records, as well as customizable reports and dashboards.
Nutshell CRM is ideal for small businesses and sole proprietors who need a reliable and affordable CRM solution without sacrificing features. It has a 14-day free trial and plans starting at $19 per month. It also offers integrations and an API to connect Nutshell CRM with over 400 third-party apps, such as Gmail, Outlook, Mailchimp, Zapier, and more. You can also access and modify your data using Nutshell’s RESTful API.
