Nutshell CRM

Customer Relationship Management

Updated January 22, 2019

2 updates


SCORE BREAKDOWN

User Interface

22/25

Cost

20/25

Differentiation

20/25

Effectiveness

22/25

Pros

  • Cost-effective with competitive pricing
  • Easy to use and is an outstanding solution for beginners
  • Utility for think tanks and consultants

Cons

  • Limited integrations compared to other CRMs
  • Not a viable solution for advocacy campaign management
  • Limited reporting and analytics tools

Nutshell CRM is a customer relationship management (CRM) software-as-a-service (SaaS) platform intended to be a cost-effective alternative to Salesforce and other enterprise-level CRMs. Built on commonly shared technical elements and intended uses, Nutshell is a viable option for general tracking and reporting of workflows, interactions, and external happenings for most small to medium organizations or teams.

Built for the think tank or consultant, not the campaign

Like many of the CRM platforms we review for Telegraph, Nutshell isn’t built for voter or campaign management scenarios. Whenever software is developed for an advocacy or candidate campaign, the characteristics are specific to the needs of churning GOTV and converting donors. Nutshell could have a lot of use for consultants and marketers specializing in public affairs, politics, and issue advocacy. We believe that Nutshell is a practical solution for those organizations helping elect people to office and seeking political change. A small nonprofit think tank or a political consultancy could undoubtedly benefit from this app as a cost-effective solution for tracking leads and donor affairs across several clients or projects.

Ease of use

One of the high marks for Nutshell is that it’s straightforward to use. During our demonstration phase, we were able to properly navigate the platform and access the several dozen features offered to users. New users are given a “Getting Started” task list, a guided demo presentation, and a series of initial use inquiries from customer success managers that act as account executives. The platform is visually modern with taskbars, modules, customizable dashboards, and browser-based access utility. User accessibility is expanded across various devices via the series of free mobile apps available for Android and Apple devices. We tested the Android iteration of the mobile app and found the dashboard and user experience just as gratifying as the browser-based experience, with little latency in syncing data between endpoints and steadfast reliability. Most users of both the mobile and browser-based experiences appear satisfied with very few complaints.

Support regime

Every subscription plan can access the platform with an included support regime offering phone and email support most times of the day, as well as data migration services. Our only complaint about the support regime is the lack of continuous support and training for lower-tier subscribers. “Pro Plus” customers and Nutshells enterprise clients are the only ones given customized training and concierge support. While disheartening, this model of support is the standard for competing CRM SaaS platforms.

Reporting and analytics

Nutshell CRM has fundamental analytics and reporting features. The data that Nutshell tracks are restricted to biographics and geographics for potential leads. The tool also tracks correspondence, sales life, tasks, and other interactions for a particular person or organization profile. Beyond the standard user inputted data and pipeline monitoring, the data is restrictive. While can be exported into CSV files and to third-party business intelligence and database management platforms, in-platform visualizations and manipulations are limited.

Automation and integration

Like any CRM, Nutshell has a series of workflow and marketing automation features that streamline work. Nutshell also has an adequate selection of third-party software that can be integrated to augment the user experience. These integrations do include Google Suite and Apps, marketing automation software like ActiveCampaign, and integration with collaboration tools such as Slack. However, Nutshell has very few native integrations, forcing users to rely on Zapier to create software connections a limited selection of other apps.

Pricing

Plans for Nutshell begin at $19 per user per month (billed annually) with the platform’s “Starter” plan. This is the basic plan offering a very generous unlimited memory and data storage capability. The “Pro” plan is $35 per user per month, offering better support services, while the enterprise “Pro Plus” plan is customized to the needs of an organization. Nutshell is competitively priced to other platforms; however, the risk of being too costly for organizations with limited budgets is genuine given the “per user per month” model. Nutshell remains relatively cheaper than Salesforce, nonetheless.

What we think

Nutshell CRM is a straightforward platform to learn, and we had virtually no issues with the design and how it works. “Per user per month” payment models, narrow analytics and reporting features, and limited integration options, on the other hand, could quickly become problematic for a robust organization.  

If you have any feedback on this review or you would like to suggest an app for us to review, please drop us a note – telegraph@joinlincoln.org.


Screenshots

SCORE BREAKDOWN

User Interface

22/25

Cost

20/25

Differentiation

20/25

Effectiveness

22/25

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