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Nutshell

Nutshell is a next-generation enterprise-grade CRM. With powerful reporting, a refined user experience, and Exchange/Google integration, Nutshell is poised to take the CRM industry by storm.
Category Price Seller Device
Business Free Nutshell, LLC iPhone, iPad, iPod

Nutshell’s native iPhone application has been designed from day one to be a seamless part of the Nutshell experience.

Features:

• Stay on top of all of your customer interactions with a unified company feed
• View and edit your company’s accounts and contacts
• Create new leads on the go, which are immediately available to other Nutshell users in your company
• Log activities and meetings using audio or video recordings
• Filter existing leads belonging to you or your teams
• Rapidly search contacts, accounts and leads with a fast as-you-type interface
• View and log activities associated with your leads
• Review processes attached to leads, and mark steps as completed
• Monitor your salesforce from the road
• Review and filter sales analytics data

Reviews

Needs an iPad version!
X27mw

Such an amazing web app on desktop in so many areas. Really good support too. BUT, I was shocked to see there wasn’t an iPad version of nutshell. Also email integration is simply limited to importing your mail as it arrives. It’s not a two way sync of your inbox - if you delete something in your email client it doesn’t sync with Nutshell like other CRMs.


Notifications?
$$anone$$

I really do love this CRM as a whole but man the notifications are trash. Or should I say the lack there of. Reminders I have set don’t even come through. But my reminders set to go off 30 minutes before come through...6 minutes late.. every time. Don’t know what that’s about. And when they do, the badge is never on the app.


AWESOME APP!
raulfossa

It allows me to add leads on the go and right when I meet with prospects in person. Keep up the good work you guys! 5 ⭐️


I like nutshell.
loureedtunes

But the reason I gave it two stars and the reason I cannot use it is because of the crummy iPhone app and the fact that there is no iPad app only the iPhone app that runs on iPad. It’s looks dumb. Sorry. I would have used nutshell if not for these things. There are many other CRM that have all the parts. I’m not looking for bells and whistles just the requirements. Must run on Mac iPhone and iPad.


Not on par with desktop version
VP Com Ops

The desktop version is intuitive and creating new or editing existing contacts is easy. The mobile app doesn’t have the same workflow. I often end up creating a duplicate company because that field is not on the primary contact setup screen. The mobile app is harder to maneuver in general. It also does not work well on an iPad, i.e., screen doesn’t rotate to landscape.


I like nutshell but the iOS app is rough
Meat-ball

Aside from missing functionality, there are screens you can’t actually use (like logging activity). It’s simply missing a ton and surprisingly poorly made. It also crashes a lot.


Great experience
Lost in the light

Great customer service!


iPad App
EpicFixPlzOrDiy

Desperately need an IPad app.


Useful but room for improvement
Podboy_1991

A very useful tool and easy to use. However the iPhone application really is glitchy. Takes a very long time to load and should integrate with contacts better. Desktop version is great. iPhone version rather poor.


Love it but no iPad support?!?
MikeyCashGames

Title says it all! How can we be our most productive when there is no access to a dedicated iPad version? I love Nutshell, it is a fantastic CRM but it’s behind the times without iPad support. Please, please make an app for iPad and this rating goes to 5 immediately. Thank you!


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