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

The list of functionality is impressive and very easy to learn, customize and implement. Customize list, merge contacts or companies, and the reporting features were all great ones for software at this price

Some of the reporting is limited, but it is still better than most we have tried, Also, the interface is not the sexiest around, but it does the job.

Nutshell has been a game-changer for our small team. It promotes open communication and makes tracking wins a breeze. With its intuitive interface, we can easily collaborate, generate insightful reports, and stay organized. It's a must-have for any small team looking to boost productivity and efficiency. Highly recommended!

While Nutshell CRM has its strengths, I've found the process of adding team members and fully utilizing its features to be confusing. Despite its promising features, navigating the system for tasks like adding team members feels overly complex. Simplifying these processes would greatly enhance the user experience and make Nutshell even more valuable for small teams like ours.

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.

It's easy to use, keeps me in check and it means I don't have to worry about admin. It has tonnes of features and integrates with my emails meaning everything is recorded automatically including meetings.

Lots of pay walls plus there's no easy to use sales automation