Opiniones de Nutshell

Lo que más te ha gustado me Nutshell es que es bueno en cuanto a tener un registro actualizado de potenciales clientes, además Es un software es fácil de usar para pequeñas empresas que disponen de recursos limitados para el desarrollo, implementación y mantenimiento del sistema.

Lo que menos me ha gustado de este software es que casi para todo hay que pasar a pro y es muy caro

I was an ACT user for 10+ years and when they went to an cloud solution the product because so slow and crappy I had to make a switch. Testes and used many programs and landed on Nutshell. Great product & great support!

The process of a lead and a person a little confusing at 1st.

You want your sales team to move fast and be nimble, Nutshell is the right tool.

I'd love to have more advanced features for tracking pipeline data and cleaning up erroneous data.

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

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.

easy to use, the basic web version is not expensive for the features

no upgrade to the mobile app (android) since more than 3 years : It is used only to read some limited data. Our sales people are on the road so it is becoming a challenge. We now think to quit Nutshell

Ease of use, marketing campaign, analytics

Customizability on the dashboard is needed.

I love how this pulls from Quick Books via import to add new customers I invoice, and then brings in all emails from them prior and new.

I occasionally get duplicate contacts but I think that is my fault.

My favorite aspect was the email marketing capabilities of it. You set your campaigns up on autopilot and Nutshell takes care of the rest.

There was a time or two that I wished it showed more info about the emails, such as more detailed reply rates and stuff like that.

the product is easy to use. i like the ability to create multiple email campaigns in a little amount of time

I wish some of the design areas could be more detailed/ more features

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.

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.

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

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.

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

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.

1) Email marketing capabilities added in the past couple of year have been a game changer for us. 2) Ability to track leads as they turn into projects and are completed - NS is the one tool we use for this, daily. 3) Contact import, export, and bulk editing.

Copying emails into Nutshell and assuring they are attached to the correct Lead, and only to the correct Lead, is a pain in the neck. Having to insert "Lead-xxxx" into the subject line is the issue. We do not want our clients to see the word "Lead".

Easy to set appointments and track who I have talked with and what we talked about and set follow up calls/appointments. The reports are a good tool for staying on track with my efforts/results. I've only had one experience with customer support but when I did they responded very quickly and had me back working in a very reasonable amount of time.

For what I use the software for there really are not any cons. I am an end user so I primarily use it for setting/following up/tracking my daily calls and contacts. I guess on the computer side the only negative I would say is the search engine is very fickle, sometimes you can put in specific words and you get some crazy thing that has nothing to do with the company or person your looking for and then you can misspell what your looking for and get exactly what you want.

I will say that the app for my HTC phone is somewhat lacking. I can set appointments just fine and log calls/emails but the searching for a certain person or company is very very limited

Cost, Flexibility, API, Reports. Customer service has been responsive, but most of the time its "wait and try again in a while"

we use the dashboard heavily as a team, and the new homescreen layout has made things a little more difficult. We still have issues where items will not "check off" from time to time, or duplicate to-dos from the same process appear. This has decreased since the new layout launched, and I was in contact daily with a customer service rep at that point.

The biggest ongoing issue is that the "to-do" items for leads are now harder to get to. You have to select to-do specifically because it defaults to Activities, and then for it to be useful for us, we need to select "only steps with due times" to avoid having cancelled leads etc. show up. I also re-arrange the panes every morning so that the to-do is the majority of the screen. I'd prefer being able to select a permanent layout instead of re-doing it every day.

* Easy to Use* Super Helpful to keep on top of leads * Helps us keep on top and communicate to our 7,000 client base easily

Wish it could add Texting to clients for Free!

The phone App is fairly strong. That I can call and have calls tracked from my phone App. That I know when an email I have sent through Nutshell is opened. There is quick and easy access to all Companies, People and Leads through the search function. That there is a reasonable degree of customization that can occur with Nutshell.

I am very disappointed that Nutshell does not integrate with my Google contacts as this requires me to double entry contacts, arg. I am also very disappointed in the non existent formatting within Nutshell email. In order for me to track whether an email is opened, I have to send it via Nutshell, hence I lose all ability to format good emails.

This software is easy to use! I didn't have any clue what "CRM" was, and many of the programs I was looking at required a business background to decode the user manual. Nutshell was intuitive. Knowing how to use my I-Phone and Facebook seemed to be the only background I needed to get started! I have all my clients in Nutshell now. I track what they buy, what classes they take through our company, and what they are likely to buy next. I send e-mails to clients every time they order that are customized to tell them what to buy next. All of this was easy to set up through the Nutshell software!

The only thing I would consider adding to Nutshell is a place to list what they purchased and a place to list what training they have received (other than in notes).