Nutshell Features

Based on 638 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 610 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 660 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 482 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 426 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.

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. This feature was mentioned in 501 Nutshell reviews.

Based on 638 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 482 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 889 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 862 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 879 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 675 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 727 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 674 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.

As reported in 584 Nutshell reviews. 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.

As reported in 650 Nutshell reviews. 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.

Based on 670 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.

As reported in 603 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 813 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.

Enables analysis of effectiveness of an organizations various marketing activities 573 reviewers of Nutshell have provided feedback on this feature.

Tracks issues/help requests reported by customers through the resolution process. 637 reviewers of Nutshell have provided feedback on this feature.

Based on 660 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 690 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 557 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 576 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 607 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 540 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 478 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.

Based on 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. This feature was mentioned in 206 Nutshell reviews.

As reported in 197 Nutshell reviews. "Offers a wide range of plug-and-play integrations with third-party applications. "

Integrates with CRM software, which can help provide context to your mailing lists. This feature was mentioned in 217 Nutshell reviews.

Based on 552 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 551 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 649 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 794 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 856 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 683 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.

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

As reported in 241 Nutshell reviews. Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates.

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. This feature was mentioned in 249 Nutshell reviews.

Based on 261 Nutshell reviews. List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences.

As reported in 260 Nutshell reviews. Tools for designing, editing, and personalizing email content for recipients.

Supports the ability to send outbound email campaigns to external recipients. 264 reviewers of Nutshell have provided feedback on this feature.

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

As reported in 222 Nutshell reviews. Enables multiple users to login to the same account to maintain a single account for your entire marketing team.

Based on 163 Nutshell reviews. Compiles data from a breadth of either internal or external sources.

Enables user to communicate data by securely exporting and sharing it. This feature was mentioned in 173 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. This feature was mentioned in 184 Nutshell reviews.

Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 170 Nutshell reviews.

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.

Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 161 Nutshell reviews.

Updates every time a change is made enabling users to trace a deal through the pipeline. This feature was mentioned in 189 Nutshell reviews.

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 187 Nutshell reviews. Records the rate at which emails are opened.

Records the rate at which links in emails are followed. This feature was mentioned in 181 Nutshell reviews.

As reported in 175 Nutshell reviews. Records the rate at which email attachments are opened or downloaded.

Syncs information from other software such as contacts, emails and calls to reduce manual data entry. 185 reviewers of Nutshell have provided feedback on this feature.

Based on 192 Nutshell reviews. Allows administrators to schedule out emails in advance.

Based on 192 Nutshell reviews. Reminds administrators to follow-up on emails based on pre-set reminders.

Allows for the categorization of emails. 176 reviewers of Nutshell have provided feedback on this feature.

Allows for the creation of templates for frequently-sent emails. This feature was mentioned in 190 Nutshell reviews.

Assigns achievement badges to high-performing employees based on pre-determined standards. This feature was mentioned in 94 Nutshell reviews.

Automatically recognizes achievements that should be added to the leaderboard. 98 reviewers of Nutshell have provided feedback on this feature.

As reported in 94 Nutshell reviews. Helps users determine sales goals by calculating potential commission rates.

As reported in 99 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 107 Nutshell reviews.

Based on 106 Nutshell reviews. Generates reports with customizable fields to further understand employee performance.

As reported in 118 Nutshell reviews. Visualizes individual and team insights such as new leads and outbound calls.

As reported in 105 Nutshell reviews. Allows teams to set trackable goals within the tool.

Integrates with CRM and financial systems to help determine goals 109 reviewers of Nutshell have provided feedback on this feature.

As reported in 103 Nutshell reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance.

As reported in 97 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. This feature was mentioned in 195 Nutshell reviews.

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. This feature was mentioned in 192 Nutshell reviews.

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. This feature was mentioned in 160 Nutshell reviews.

Based on 169 Nutshell reviews. 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.

As reported in 180 Nutshell reviews. Integrates with calendar software so users can seamlessly schedule calls.

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

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

As reported in 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.

Based on 164 Nutshell reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

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

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) 41 reviewers of Nutshell have provided feedback on this feature.

As reported in 43 Nutshell reviews. Enables forms to be embedded onto a website without having to create code from scratch

Can used without an internet connection This feature was mentioned in 35 Nutshell reviews.

Sends notifications when a completed form is recieved 42 reviewers of Nutshell have provided feedback on this feature.

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

Based on 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. This feature was mentioned in 159 Nutshell reviews.

Condenses long documents or text into a brief summary. 159 reviewers of Nutshell have provided feedback on this feature.

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 42 reviewers of Nutshell have provided feedback on this feature.

Based on 40 Nutshell reviews. Ability to break down and plan multi-step processes

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

As reported in 41 Nutshell reviews. Engages in human-like conversation for task delegation

Based on 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

Ability to break down and plan multi-step processes This feature was mentioned in 11 Nutshell reviews.

Based on 11 Nutshell reviews. Works across multiple software systems or databases

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 11 reviewers of Nutshell have provided feedback on this feature.

Based on 13 Nutshell reviews. Capability to perform complex tasks without constant human input

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

As reported in 13 Nutshell reviews. Improves performance based on feedback and experience

As reported in 13 Nutshell reviews. Engages in human-like conversation for task delegation

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

Ability to break down and plan multi-step processes This feature was mentioned in 12 Nutshell reviews.

Works across multiple software systems or databases This feature was mentioned in 12 Nutshell reviews.

As reported in 12 Nutshell reviews. Improves performance based on feedback and experience

Engages in human-like conversation for task delegation 12 reviewers of Nutshell have provided feedback on this feature.

Anticipates needs and offers suggestions without prompting 12 reviewers of Nutshell have provided feedback on this feature.

Based on 12 Nutshell reviews. Makes informed choices based on available data and objectives

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