Nutshell CRM Evaluation: Killer CRM for SMBs

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What are the Limitations of Nutshell CRM?

Nutshell CRM is a big boon to SMBs and gross sales groups particularly. However no platform is ideal.

Some limitations of Nutshell CRM embody the next:

  • No free plan – The dearth of a free without end plan could be a barrier to entry for these on a decent funds.
    Lack of superior advertising options – Whereas Nutshell does provide some very useful advertising instruments, it doesn’t have probably the most superior options, resembling A/B testing or touchdown web page creation.
  • E-mail sync was gradual at occasions – This one isn’t an enormous limitation, in our opinion, however there have been occasions when the e-mail syncing function didn’t replicate adjustments in our inbox instantly. This might trigger points with groups replying to the identical message a number of occasions.

Nutshell CRM Integrations

We’re completely satisfied to say that Nutshell integrates seamlessly with a ton of platforms!

A few of these embody the next:

  • Google apps
  • Slack
  • MailChimp
  • WordPress
  • Zendesk
  • Zapier

At Small Enterprise Bonfire, we use Slack for almost all of our communications inside our group.

So naturally, we had been thrilled to be taught that Nutshell supplied a local integration with the platform.

Getting began was as simple as a number of clicks. Right here’s what it regarded like to provide you some context.

Nutshell CRM Review - Slack Integration

As soon as we had Slack synced up, we despatched every kind of superior CRM notifications by our group channels. It was a seamless integration, in our estimation.

One other instance of an incredible integration that’s comparatively easy is Google Calendar (proven beneath).

Nutshell CRM Review - Calendar Integration

With this integration, you may simply sync all of your actions from your online business to Nutshell.

This manner, you may see every little thing in your plate for the day in an easy-to-navigate calendar and exercise tracker.

So there you might have it. On the subject of integrations, Nutshell CRM presents easy connections with a ton of improbable apps and platforms!

Methods to Get Began with Nutshell CRM

Getting began with Nutshell CRM was easy in our expertise!

First, we navigated to the homepage, the place we had been greeted with a name to motion (CTA) to begin a free trial.

Nutshell CRM Review - Homepage

We stuffed out a number of fields, together with identify and e mail, and had been taken to the onboarding course of.

We entered our firm identify (Small Enterprise Bonfire) and cellphone quantity from there.

Nutshell CRM Review - Onboarding Process

Then, we chosen the next:

  • What number of members we had
  • If we would have liked a full or fundamental CRM
  • What we’d be utilizing Nutshell for

Nutshell CRM Review - Onboarding Steps

We went with all of the options supplied to check the platform’s full capabilities.

After these fast and simple steps, we had been off and working. Nutshell offered coaching movies to assist us get began (which we took full benefit of).

Then we obtained began on the next:

  • Including in our B2B affiliate contacts
  • Managing all our leads
  • Establishing e mail advertising campaigns

Total, onboarding with Nutshell was extraordinarily easy. We had no hiccups by any means getting began with the platform.

Is Nutshell CRM Simple to Use?

Nutshell CRM is extremely simple to make use of!

We discovered that the consumer interface was intuitive and specified by a manner that made it simple to seek out the options we would have liked.

For instance, we may rapidly find our leads and make contact with info with out having to navigate by pages of menus.

We expect it’s a improbable platform for brand new customers to make use of with out an excessive amount of of a studying curve.

Additionally, as we’ve talked about, Nutshell offered coaching movies that helped us each step of the best way.

On the finish of the day, we discovered Nutshell to be easy but highly effective and extremely simple to make use of!

Nutshell CRM Buyer Service Evaluation

Nutshell CRM has an incredible help group!

We discovered that they had been extremely educated concerning the platform and all the time fast to reply.

That’s a profitable combo should you ask us!

In addition they present so many sources to assist help you all through your journey with Nutshell CRM.

For instance, we love that they offered coaching movies for primarily every function supplied.

This meant it was simple for us to grasp easy methods to use the platform with out ready for solutions.

Plus, they even had a data base chocked-full of assist docs which had been helpful if we would have liked extra detailed details about any function or course of.

Regardless of with the ability to resolve any points we had on our personal, we reached out to their help group (to check the responsiveness).

We requested a easy query about automation. To our shock, we heard again instantly from an AI bot with a useful reply (proven beneath).

The customer support supplied by Nutshell was among the most useful we’ve seen over time (and that’s saying quite a bit). We’d give it an total score of 10/10!

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