Nutshell CRM Review: Killer CRM for SMBs

At Small Business Bonfire, we are always looking for efficient and reliable sales automation solutions, which is why we are excited to learn that Nutshell offers exactly that.

After three months of putting the platform through its paces, we can confidently say that the experience was nothing short of delightful!

The ease of use and intuitive interface allowed us to automate mundane tasks with ease, allowing us to focus on what we do best—building relationships with our clients.

Some types of automation we were able to create include the following:

• Scheduling follow-ups
• Setting lead statuses
• Assigning tasks to team members
• Notifying us when a new deal was created

With the help of these automation rules, we were able to streamline our sales process and save a ton of time in the process!

Have you ever wished for a magic wand to help you collect customer information effortlessly?

Well, Nutshell CRM's web form collection feature might just be the closest thing to it! We were able to put it to the test over the course of three months at Small Business Bonfire.

Here's the "create a new form" process, which was extremely convenient.

Not only did it prove to be an efficient tool for collecting lead information from our website visitors—we even used it to sign them up for our exclusive Bonfire Field Guide.

Here's a form we were able to create in a matter of minutes.

We were able to add our logo, customize each field, and embed the code directly into our site.

With features like form customization and integration with other platforms, Nutshell CRM's web form collection is truly a game-changer for businesses wanting to streamline their data collection process.

When it comes to managing contacts, we at Small Business Bonfire know firsthand the pain of juggling spreadsheets, sticky notes, and carrier pigeons (okay, maybe not that last one).

That's why we were excited to put Nutshell CRM's contact management to the test over the course of three months.

And boy, were we impressed! The platform's intuitive interface and robust features made wrangling our contacts a breeze.

We especially loved the ability to accomplish the following all in one place:

• Track conversations
• Set reminders
• Collaborate with teammates
• Contact clients directly with phone calls and email

To get started, we imported some of our B2B affiliate marketing contacts using our Gmail account.

Nutshell CRM also offers seamless contact integration from the following sources:

• Microsoft Excel
• Google Sheets
• Your phone
• Office 365
• Microsoft Outlook

After importing our contacts, we wanted to test how easy it was to add them manually.

We just clicked "add person" and filled out a few fields. It was as easy as that!

Here's how it looked from our perspective (to give you a better idea).

Here's how our contacts dashboard looked (once we had everything the way we liked it).

Overall, Nutshell CRM exceeded our expectations and proved to be a game-changer for our small business.

Ladies and gentlemen, listen up! If you're tired of losing track of important customer or team interactions in your never-ending email abyss, then Nutshell has come to the rescue!

Their team collaboration features are top-notch, providing an organization to your conversations that will keep everything easily accessible and help you achieve amazing customer interactions with colleagues.

With features like storing team communications in one place and tagging colleagues for help on a deal, Nutshell ensures that nothing gets lost and that everything stays front and center.

That way, you and your team can get down to business and work together like a well-oiled machine!

Are you tired of sending the same generic emails to your customers? Look no further than Nutshell CRM's email marketing tools.

These include the following:

• Pre-made templates
• Broadcasts
• Newsletters
• Drip sequences
• Customizable templates for on-brand messaging

Nutshell makes it easy for you to reach your audience in a meaningful way.

Plus, with the ability to create your own templates, you can ensure that your emails are on-brand and tailored to suit your specific needs.

Take it from the Small Business Bonfire and me, who used Nutshell's email tools to create a follow-up email template for potential affiliate marketing partnerships (pictured below).

The whole process took about 5 minutes, and we could send out emails to clients within seconds.

So, don't settle for boring emails—try out Nutshell CRM and watch your marketing efforts soar!

In our opinion, better insights = better decisions.

Nutshell CRM offers some pretty amazing reporting and analytics features that easily let us track our performance, progress, and overall business health.

Here are a few things we were able to accomplish during our three months of testing:

• Monitor sales performance in real-time
• Track lead conversion rates
• Create custom reports
• Analyze customer data
• Track sales progress against quotas

Here's an example of our sales forecast related to our affiliate deals.

Having all this data at our fingertips allowed us to make better decisions and maximize efficiency.

Plus, the platform's intuitive visualizations made it easier for us to understand our results without digging too deep.

Our takeaway: we were very impressed with Nutshell CRM's reporting and analytics capabilities!