NetHunt CRM Review 2023: Best Google Workspace CRM?

NetHunt CRM shines when it comes to pipeline management. With a clean, visual interface, tracking and managing deals from prospect to close is a breeze.

We were able to quickly set up a pipeline for our affiliate marketing partnerships.

From there, adding deals was as easy as clicking "new" and filling out the deal's specifics. Here's how it looked during our testing.

We liked that NetHunt allows you to have multiple pipelines if your business requires it—for instance if you're managing different types of sales processes or targeting different customer segments.

This feature brings an extra layer of flexibility that many SMBs can take advantage of.

After all, not every CRM offers the ability to manage multiple pipelines.

Each pipeline can have its own stages, and you can customize the probability of closing a deal at each stage.

This helps you better predict revenue and manage your sales efforts more effectively.

We found that updating and editing the pipeline was straightforward, too—a few clicks, and you're done!

Here's a view of our affiliate partnerships pipeline once we had some deals put in.

NetHunt CRM has truly taken the complexity out of pipeline management, making it a standout feature of the sales solution.

Whether you're a small business or a growing midsize company, NetHunt's pipeline management capabilities are built to help you streamline and optimize your sales process.

A great email campaign is like rocket fuel for your marketing efforts.

The great news is that NetHunt CRM has you covered in this regard.

We easily created an email campaign for our Bonfire Field Guide (our #1 resource for helping SMBs scale their efforts quickly).

We'll walk you through how it went for us.

We navigated to the "email campaigns" tab and clicked "new campaign." We named the campaign, chose a folder, and selected a view.

From there, we created an initial email template (shown below).

We were able to easily add the following to each email template:

• Macros
• Links
• Pictures
• Files
• Unsubscribe links

After that, we were able to schedule each part of the campaign to be sent at a specific time. Plus, we could send emails through Gmail or directly from NetHunt CRM.

This feature is perfect for any sales team looking to increase their lead nurturing capabilities.

While it's not the flashiest campaign creation we've seen, NetHunt gets the job done!

Add in the fact that it's extremely easy to navigate, and you have an impressive email marketing platform. Trust us when we say your marketing team will thank you for switching to NetHunt.

NetHunt ensures a high level of security on the CRM software solution.

Here are some of the standout aspects of their advanced security features:

• Independent ownership of CRM data: One of the key features is that you retain full ownership of your CRM data. This ensures your information remains private and under your control.
• Access permissions: NetHunt provides robust access permission settings, allowing you to control who within your organization can access specific data.
• Third-party security testing: Regular third-party security testing is part of the NetHunt security protocol, providing an extra layer of protection and assurance of system integrity.
• Privacy compliance: NetHunt adheres to international privacy compliance standards, ensuring your data is handled in line with global best practices.
• Deletion protection: Robust deletion protection mechanisms are in place to prevent accidental data loss. This means you can recover data even if it's deleted inadvertently.
• Google Cloud infrastructure: NetHunt leverages the robustness of Google Cloud infrastructure, providing a reliable and secure environment for your data.
• Encrypted data: With data encryption, NetHunt ensures that the information stored within the CRM is safeguarded against unauthorized access.

In conclusion, NetHunt CRM's advanced security features provide a highly secure environment for your business data, making it a reliable choice for SMBs prioritizing data privacy and security (which should be everyone).

NetHunt CRM's sales automation is something to write home about.

This feature, known as "workflows," is essentially a series of automations designed to eliminate tedious tasks from your workload.

We utilized these workflows extensively during our three-month testing period at Small Business Bonfire.

Check out one of the workflows we created called "Auto Assign User to New Deal."

The whole process took less than 5 minutes and made us feel like tech geniuses!

As you can see, the automation required only two actions to set up. It worked like magic from there on out whenever we created new deals in our pipelines.

The automation we were able to create ranged from simple tasks like automatically assigning incoming leads to a sales rep to more complex workflows like triggering follow-up emails when a deal reaches a certain stage or a specific condition is met.

This dramatically reduced the time we spent on routine tasks and allowed our team to focus more on strategy and customer satisfaction.

While sales automation isn't unique to NetHunt CRM, what's great about the platform is how easy it makes the process.

We can confidently say that NetHunt's sales automation workflows are a game-changer for busy sales-focused teams and SMBs, making life significantly easier!

Another impressive feature of NetHunt CRM is its ability to integrate with live chat and chatbot systems.

This integration allows businesses to harness the power of real-time customer interactions, quickly converting chat data into actionable leads.

From our experience, it was straightforward to connect our live chat and chatbot accounts to NetHunt CRM.

All we had to do was navigate to the integrations tab, select the desired chat platform, and follow the prompts to link our accounts.

NetHunt CRM integrates with the following:

• Telegram
• Viber
• Instagram
• Telegram
• WhatsApp

Once connected, every conversation held with a customer through a chat interface was logged into NetHunt as a new contact or lead.

The CRM automatically updated contact information and stored chat history, giving us a comprehensive view of the customer's interactions with our brand.

This feature came in handy when we wanted to follow up on inquiries or when we needed quick access to previous conversations.

Plus, it allowed us to provide a more personalized customer experience since we had a better understanding of our customers' needs.

In summary, the live chat and chatbot integration in NetHunt CRM makes it an excellent tool for businesses looking to optimize their lead generation and improve customer engagement.

At Small Business Bonfire, we're always on the lookout for robust task management features, and NetHunt CRM did not disappoint.

With this CRM, creating and assigning tasks is an incredibly straightforward process.

You can easily accomplish the following with NetHunt's task management:

• Specify the due date
• Determine task priority
• Assign a team member
• Add related records (such as deals or contacts)

NetHunt also sends reminders to ensure tasks don't fall through the cracks.

We created some simple tasks related to onboarding new users at Small Business Bonfire and were pleasantly surprised by how simple it was.

Here's how the creation process looked to give you a better idea.

From there, we were able to view all of our tasks (and which user was assigned to each).

We could also sort each task by the following metrics:

• Name
• Due date
• Priority
• Updated

Throughout our three months of testing with NetHunt, we weren't particularly blown away by the task management capabilities. Still, it was certainly a nice addition to the powerful automation and sales tools!

NetHunt CRM presents an easy-to-use yet powerful reporting system, perfect for tracking key performance indicators (KPIs).

With NetHunt, you can easily create reports on the following:

• User activity
• Pipeline
• Time in stage

At Small Business Bonfire, we're all about making data-driven decisions. So naturally, we created a ton of reports on our business processes throughout the three months of testing.

For example, we created a pipeline report (within seconds) about the deals we've won while using NetHunt. Here's how the creation process looked.

We essentially followed these steps:

• Name the report
• Select a folder from CRM records
• Select stage or probability
• Assigned fields

And that was all it took to create comprehensive reports with NetHunt!

So if you're looking for a great CRM to ramp up your entire sales process by studying your data, you can't go wrong with NetHunt CRM.