What are the Limitations of Nutshell CRM?
Nutshell CRM is a large 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 shortage of a free without end plan could be a barrier to entry for these on a decent finances.
Lack of superior advertising and marketing options – Whereas Nutshell does supply some very useful advertising and marketing instruments, it doesn’t have essentially the most superior options, akin to A/B testing or touchdown web page creation. - Electronic mail sync was sluggish at instances – This one isn’t an enormous limitation, in our opinion, however there have been instances when the e-mail syncing characteristic didn’t mirror adjustments in our inbox straight away. This might trigger points with groups replying to the identical message a number of instances.
Nutshell CRM Integrations
We’re glad 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 workforce.
So naturally, we had been thrilled to study that Nutshell provided a local integration with the platform.
Getting began was as straightforward as just a few clicks. Right here’s what it appeared like to provide you some context.
As soon as we had Slack synced up, we despatched every kind of superior CRM notifications by way of our workforce channels. It was a seamless integration, in our estimation.
One other instance of an important integration that’s comparatively easy is Google Calendar (proven under).
With this integration, you possibly can simply sync all of your actions from your small business to Nutshell.
This fashion, you possibly can see the whole lot in your plate for the day in an easy-to-navigate calendar and exercise tracker.
So there you could have it. In terms of integrations, Nutshell CRM affords easy connections with a ton of unbelievable apps and platforms!
The right way 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.
We crammed out just a few 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.
Then, we chosen the next:
- What number of members we had
- If we wanted a full or fundamental CRM
- What we might be utilizing Nutshell for
We went with all of the options provided to check the platform’s full capabilities.
After these fast and straightforward steps, we had been off and working. Nutshell supplied 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
- Organising e-mail advertising and marketing campaigns
General, onboarding with Nutshell was extraordinarily easy. We had no hiccups in any way getting began with the platform.
Is Nutshell CRM Simple to Use?
Nutshell CRM is extremely straightforward to make use of!
We discovered that the consumer interface was intuitive and specified by a means that made it straightforward to search out the options we wanted.
For instance, we might shortly find our leads and speak to info with out having to navigate by way of pages of menus.
We predict it’s a unbelievable 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 supplied coaching movies that helped us each step of the way in which.
On the finish of the day, we discovered Nutshell to be easy but highly effective and extremely straightforward to make use of!
Nutshell CRM Buyer Service Evaluate
Nutshell CRM has an incredible assist workforce!
We discovered that they had been extremely educated in regards to the platform and at all times fast to reply.
That’s a successful combo should you ask us!
Additionally they present so many sources to assist help you all through your journey with Nutshell CRM.
For instance, we love that they supplied coaching movies for basically every characteristic provided.
This meant it was straightforward for us to know easy methods to use the platform with out ready for solutions.
Plus, they even had a information base chocked-full of assist docs which had been helpful if we wanted extra detailed details about any characteristic or course of.
Regardless of having the ability to clear up any points we had on our personal, we reached out to their assist workforce (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 under).
The customer support provided by Nutshell was a few of the most useful we’ve seen over time (and that’s saying lots). We’d give it an general ranking of 10/10!
