Nutshell Review: What You Need to Know Before You Buy

Hey Sales folks!

Looking for an unbiased Nutshell Review? I see, well

Nutshell promises to streamline your sales process and foster business expansion. But with so many alternative CRMs out there, how can you decide if Nutshell is the best one for you?

That's where I come in.

You don't have to do the five months of research and testing what I did.

I went through hundreds of reviews from popular review sites like G2, Capterra, Gartner, and more.

In this blog, you will find out more on:

👉What exactly is Nutshell, and how’s it gonna help you?

👉Are there any additional features Nutshell offers?

👉What are the advantages and disadvantages of using Nutshell?

👉How much does Nutshell cost?

👉Is there any good alternative to Nutshell?

Well, anyway, I won’t be wasting anymore of your time, so let’s just get to it!

What is Nutshell and What Does it Help With?

The software for customer relationship management, or CRM, called Nutshell, facilitates the organization of conversations, leads, and contacts for teams.

One of its coolest features is the single sales pipeline, which you can customize to fit your team's workflow well.

The pipeline boards and interactive lead maps make it simple to visualize your sales process and spot areas for improvement.

And with activity reminders, you "might" be on top of your game.

But first, et me give you a quick walkthrough on how to set it up and also talk about the additional features Nutshell offers. Then, I’ll talk about why I used the word “might”.

It’s really straightforward to start with Nutshell:

• Create an account on the Nutshell website.
• Create your team by extending invitations and defining roles.
• Connect Nutshell to your calendar and email account.
• Enter Nutshell with your contacts and leads.
• By adjusting the stages and processes to correspond with your sales process, you may create your sales pipeline.
• Set up your sales automation to automate repetitive tasks.
• Configure your reporting dashboard to track your sales progress and identify improvements.

What are Some Additional Features Nutshell has to Offer?

Smart Sales Automation

• To save time and handle fewer activities, automate your sales process.
• Create customized pipeline triggers to fit your unique sales process.
• Set up a schedule for your email outreach and track email communications.

Intelligent Forms

• Use Nutshell Forms to gather leads through your website.
• Design and embed forms in just a few minutes with our easy-to-use form builder.
• Customer data is entered into Nutshell automatically, so you can focus on other tasks.

Transparent Teamwork

• The team collaboration tools in Nutshell will help you get everybody on the same page.
• To make sure everything is clear, check to see who is speaking to your customers on behalf of the sales staff.
• Even while travelling, stay informed of everything that requires your attention.

Knowledgeable Lead Attribution

• To maximize your marketing efforts, find out which strategies generate the most prospects.
• With closed lead data, your marketing campaigns will improve by showing what's working and what's not.
• Use Nutshell Analytics or Nutshell Forms to automate the lead attribution process completely.

A CRM that Incorporates Email Marketing

• Create drip sequences, newsletters, broadcasts, and all of the above using Nutshell's templates or your own designs.
• Quickly find a recipient list for your email to make it easy to target specific groups.
• Automatically trigger sequences to save time and stay in touch with prospects.
• The email marketing tool of Nutshell lets you send up to 150 emails without paying anything in its features.

Now that we have discussed the good and the excellent of Nutshell, let's jump onto its bad and ugly in the review.

What Are The Advantages of Using Nutshell?

After using the tool personally and going through multiple reviews, here are a few things that users and I loved and things that were kinda problematic.

User-friendly interface and Simple to use

• Nutshell's well-designed CRM system is easy to navigate through tasks and reminders.

• Most search, reminder, and scheduling functions are straightforward to use and go beyond the basics.

• The user-friendly interface and built-in CRM features are good.

Easy Contact and Pipeline Managemen

• In Nutshell's consolidated database, you can search for every contact, client, and conversation.

• Keep all of your team's contact information, call logs, and emails in one convenient area

• Choose from four different ways to view and manage your pipelines: view options include list, map, chart, and board views.

• Share filtered views with your team after saving them to keep everyone in the loop.

Insightful Reporting and Tracking:

• The reviews for this one are a bit scattered. However, a lot of users appreciate this feature.

• Users can create custom reports and dashboards to visualize sales data and get a better understanding of key performance metrics.

• Setting reminders and overall flexibility.

Good customer service:

• Attentive post-sales support.

• The primary reason many choose this platform.

What Are The Disadvantages of Using Nutshell?

Nutshell is a good CRM, but there are a few issues here and there, which I’m gonna cover right now.

Lack of customization:

• For beginner users, Nutshell CRM's extensive feature set may be too much to handle. You're kinda on your own.
• Nutshell CRM is less customizable, so you might be unable to tailor it to your needs.
• Users in the reviews have been unable to add custom fields or customize the layout of their dashboard.
• That can be frustrating when trying to get your work done efficiently.

Read the full review here.

Double entry:

• In Nutshell, creating a lead can involve a lot of double entering.
• You might have to repeatedly enter the same information, which can be tedious and annoying.
• It might make it more difficult to remain effective and structured.

Read the review here.

Reporting:

• Users require more customization options even if Nutshell includes some reporting functions.
• Users who depend on statistics to make sound decisions may encounter difficulties.
• Numerous customers who need to keep tabs on their progress benefit from better reporting.

Read the full review here.

Slow customer support:

• The customer service team also has received a lot of conflicting feedback. Users' interactions with them have varied.
• Some consumers may not find the customer help for Nutshell to be as prompt or responsive as they would want.
• It can irritate users who rely significantly on the CRM to run their businesses.

Read the full review here.

Lack of integrations:

• Nutshell CRM does not have as many integrations as some competitors.
• If you're looking for a CRM that can work with various other apps, Nutshell might not be the best choice.
• It would help if it integrated it with other email marketing tools to extend its functionality.

Read the full review here.

Mobile application:

• The mobile Nutshell app is not as functional as it could be.
• Some users may find it lacking in features in contrast to the desktop version.

Here’s a tldr for the pros and cons 😉.

How Much Does Nutshell Cost?

Nutshell offers you a 14-day free trial.

They also offer 5 different pricing plans: All the prices below are billed annually.

• Foundation: Organize your contacts and leads for $13 per user per month.

• Growth: Get activity and email reports and more for $25 per user per month.

• Pro: Get 5 customizable pipelines, sales automation and more for $42 per user per month.

• Business: Get AI-powered speech-to-text transcription for $59 per user per month.

• Enterprise: Unlimited pipelines and custom fields for $79 per user per month.

What’s a Good Enough Alternative to Nutshell?

SalesRobot is a cloud-based sales automation platform that helps you run personalized LinkedIn and Email outreach campaigns to your ideal prospects.

• SalesRobot has better customization and sequential capabilities. You can tailor your sequences to follow your brand and prospects.

• SalesRobot has a smooth-running user interface. So it is easy to understand and navigate.

• If you still need help with anything, the easy and practical online demos are always available. And the well-informed customer service is there 24x7.

Read the full review here.

• It has advanced LinkedIn and email automation features.

• It successfully uses LinkedIn as a sales tool. LinkedIn polls, groups, and private messages are prime examples of the SalesRobot's lead generation.

• Personalization is critical in outreach, and SalesRobot offers you hyper-personalization to increase your prospect engagement.

• SalesRobot also integrates with Zapier to improve integrations and data flow. The integrations are well-configured to get your data.

• The reporting and analytics options are good as they help enhance your outreach strategy.

But there’s more. There’s always more with SalesRobot; read on to find out.

Other important features of SalesRobot:

• One significant feature of SalesRobot is its safe configuration. It safeguards your account(/s) from the ban on LinkedIn by successfully bypassing the daily limit.

• SalesRobot offers robust team management features. You can check out the whole team's work stats and other campaign analytics in one place.

• With SalesRobot's advanced workflows, you can create "multi-touch" campaigns.

This means that you can send connection requests, messages, and emails.

Here’s the fun part: you can customize this a lot more. You can fully automate even minute stuff like viewing profiles, liking and commenting on posts and then sending connection requests.

How Much Does SalesRobot Cost?

SalesRobot has three pricing plans:

• Starter: Get 1000 connection requests per month for $99/month.

• Pro: Get Ideal customer profiling and list building by our team and more for $1000/month.

• Pro+: Get LinkedIn profile enhancement and 4 quality posts by our copywriters for $1500/ month.

You get 20% off if you choose the yearly billing option 🙂.

If you’re willing to spend an additional $300/month, our experts will manage your LinkedIn and Email inboxes.

SalesRobot offers a 14-day free trial. There’s no need for any phone number or credit card details. Just sign up, and you’re good to go.

Read the full review here.

Making an Informed Decision: My Final Thoughts on Nutshell Review

Nutshell is definitely a useful CRM tool, but mainly for smaller enterprises or teams.

As we've discussed, it does have its limitations, such as it’s

• increasing pricing with increasing users,

• integrations and customization limitations,

• storage problems,

• And restricted email prospecting.

So yeah, in the end, it comes down to you;

Go ahead with Nutshell if you’re a small organization and are looking for a CRM software with limited functionalities.

If you want a powerful lead generation tool that offers more personalization and automation, SalesRobot is a good alternative.

See you in the next one!

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^{Disclaimer: The content of this blog post reflects our own opinions and judgements based on our research and experience as of 09.06.2023. Comparisons made to other software or tools are for informational purposes only and are based on publicly available information and our own analysis. We do not claim absolute accuracy and encourage readers to conduct their own research to form their own opinions. While we may discuss competitor offerings, our primary focus is to showcase the features and benefits of SalesRobot. SalesRobot is not affiliated with any other software or tool mentioned in this blog post.}