Nutshell Features

Based on 636 Nutshell reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 607 Nutshell reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Based on 658 Nutshell reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 481 Nutshell reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 425 Nutshell reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Based on 500 Nutshell reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Based on 635 Nutshell reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 481 Nutshell reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Based on 886 Nutshell reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Based on 859 Nutshell reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 875 Nutshell reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 673 Nutshell reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Based on 725 Nutshell reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Based on 672 Nutshell reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. 583 reviewers of Nutshell have provided feedback on this feature.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. This feature was mentioned in 649 Nutshell reviews.

Based on 668 Nutshell reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Based on 601 Nutshell reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Based on 810 Nutshell reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

As reported in 571 Nutshell reviews. Enables analysis of effectiveness of an organizations various marketing activities

Tracks issues/help requests reported by customers through the resolution process. 635 reviewers of Nutshell have provided feedback on this feature.

Based on 659 Nutshell reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Based on 689 Nutshell reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Based on 556 Nutshell reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Based on 575 Nutshell reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Based on 605 Nutshell reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 539 Nutshell reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Based on 477 Nutshell reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

As reported in 246 Nutshell reviews. Tools for importing/exporting data to/from the platform to support campaign setup and reporting.

Supports extensibility through APIs to build and manage integrations with third-party tools. 206 reviewers of Nutshell have provided feedback on this feature.

"Offers a wide range of plug-and-play integrations with third-party applications. " This feature was mentioned in 197 Nutshell reviews.

Based on 217 Nutshell reviews. Integrates with CRM software, which can help provide context to your mailing lists.

Based on 551 Nutshell reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Based on 550 Nutshell reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Based on 647 Nutshell reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 791 Nutshell reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Based on 854 Nutshell reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Based on 680 Nutshell reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Based on 139 Nutshell reviews. Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates.

Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates. 241 reviewers of Nutshell have provided feedback on this feature.

Based on 249 Nutshell reviews. Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues.

List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. 261 reviewers of Nutshell have provided feedback on this feature.

Based on 260 Nutshell reviews. Tools for designing, editing, and personalizing email content for recipients.

As reported in 264 Nutshell reviews. Supports the ability to send outbound email campaigns to external recipients.

As reported in 249 Nutshell reviews. Maximizes inbox placement by managing spam compliance and sender reputation.

Enables multiple users to login to the same account to maintain a single account for your entire marketing team. This feature was mentioned in 222 Nutshell reviews.

As reported in 163 Nutshell reviews. Compiles data from a breadth of either internal or external sources.

Based on 173 Nutshell reviews. Enables user to communicate data by securely exporting and sharing it.

As reported in 184 Nutshell reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Based on 170 Nutshell reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Provides scores or rankings of each prospect based on the data provided. 172 reviewers of Nutshell have provided feedback on this feature.

Based on 167 Nutshell reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing.

Based on 161 Nutshell reviews. Provides live customer data so that sales organizations forecasts stay current.

Based on 189 Nutshell reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 197 reviewers of Nutshell have provided feedback on this feature.

Based on 186 Nutshell reviews. Records the rate at which emails are opened.

Based on 180 Nutshell reviews. Records the rate at which links in emails are followed.

Records the rate at which email attachments are opened or downloaded. This feature was mentioned in 174 Nutshell reviews.

Syncs information from other software such as contacts, emails and calls to reduce manual data entry. This feature was mentioned in 184 Nutshell reviews.

As reported in 191 Nutshell reviews. Allows administrators to schedule out emails in advance.

As reported in 191 Nutshell reviews. Reminds administrators to follow-up on emails based on pre-set reminders.

Allows for the categorization of emails. 175 reviewers of Nutshell have provided feedback on this feature.

Allows for the creation of templates for frequently-sent emails. This feature was mentioned in 189 Nutshell reviews.

Based on 93 Nutshell reviews. Assigns achievement badges to high-performing employees based on pre-determined standards.

As reported in 97 Nutshell reviews. Automatically recognizes achievements that should be added to the leaderboard.

Helps users determine sales goals by calculating potential commission rates. This feature was mentioned in 93 Nutshell reviews.

Based on 98 Nutshell reviews. Highlights top-performing employees to publicly reward their achievements.

Creates user profiles similar to social media pages that display private or public statuses and updates. This feature was mentioned in 106 Nutshell reviews.

Generates reports with customizable fields to further understand employee performance. 105 reviewers of Nutshell have provided feedback on this feature.

Based on 117 Nutshell reviews. Visualizes individual and team insights such as new leads and outbound calls.

Allows teams to set trackable goals within the tool. This feature was mentioned in 104 Nutshell reviews.

Integrates with CRM and financial systems to help determine goals This feature was mentioned in 108 Nutshell reviews.

As reported in 102 Nutshell reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance.

Based on 96 Nutshell reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. 195 reviewers of Nutshell have provided feedback on this feature.

As reported in 192 Nutshell reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. 160 reviewers of Nutshell have provided feedback on this feature.

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. This feature was mentioned in 169 Nutshell reviews.

Based on 180 Nutshell reviews. Integrates with calendar software so users can seamlessly schedule calls.

Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. This feature was mentioned in 168 Nutshell reviews.

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. This feature was mentioned in 173 Nutshell reviews.

Based on 168 Nutshell reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

As reported in 151 Nutshell reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 165 reviewers of Nutshell have provided feedback on this feature.

Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage 164 reviewers of Nutshell have provided feedback on this feature.

Allows users to add custom fields to forms that aren't already on the templates This feature was mentioned in 44 Nutshell reviews.

Based on 41 Nutshell reviews. Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Enables forms to be embedded onto a website without having to create code from scratch This feature was mentioned in 43 Nutshell reviews.

Can used without an internet connection 35 reviewers of Nutshell have provided feedback on this feature.

Sends notifications when a completed form is recieved This feature was mentioned in 42 Nutshell reviews.

Contains integrations with payment processors, enabling users to accept payments through forms 33 reviewers of Nutshell have provided feedback on this feature.

As reported in 40 Nutshell reviews. Allows users to build, distribute and access forms from a mobile device

Allows users to generate text based on a text prompt. 159 reviewers of Nutshell have provided feedback on this feature.

As reported in 159 Nutshell reviews. Condenses long documents or text into a brief summary.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input This feature was mentioned in 42 Nutshell reviews.

Ability to break down and plan multi-step processes This feature was mentioned in 40 Nutshell reviews.

Works across multiple software systems or databases 41 reviewers of Nutshell have provided feedback on this feature.

Based on 41 Nutshell reviews. Improves performance based on feedback and experience

Based on 41 Nutshell reviews. Engages in human-like conversation for task delegation

As reported in 40 Nutshell reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives This feature was mentioned in 41 Nutshell reviews.

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Based on 12 Nutshell reviews. Capability to perform complex tasks without constant human input

Based on 11 Nutshell reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases 11 reviewers of Nutshell have provided feedback on this feature.

Improves performance based on feedback and experience This feature was mentioned in 11 Nutshell reviews.

Engages in human-like conversation for task delegation This feature was mentioned in 11 Nutshell reviews.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 11 Nutshell reviews.

Makes informed choices based on available data and objectives This feature was mentioned in 11 Nutshell reviews.

Capability to perform complex tasks without constant human input 13 reviewers of Nutshell have provided feedback on this feature.

Works across multiple software systems or databases This feature was mentioned in 13 Nutshell reviews.

Improves performance based on feedback and experience 13 reviewers of Nutshell have provided feedback on this feature.

Engages in human-like conversation for task delegation 13 reviewers of Nutshell have provided feedback on this feature.

Anticipates needs and offers suggestions without prompting 13 reviewers of Nutshell have provided feedback on this feature.

As reported in 12 Nutshell reviews. Capability to perform complex tasks without constant human input

Based on 12 Nutshell reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases 12 reviewers of Nutshell have provided feedback on this feature.

Improves performance based on feedback and experience This feature was mentioned in 12 Nutshell reviews.

Engages in human-like conversation for task delegation This feature was mentioned in 12 Nutshell reviews.

Based on 12 Nutshell reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives This feature was mentioned in 12 Nutshell reviews.

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Works across multiple software systems or databases