Nutshell Reviews & Product Details

Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020.

Product Website

Seller

Nutshell

Discussions

Nutshell Community

Languages Supported

English

Overview by

Andy Fowler (Building growth software at Nutshell)

Pricing

Pricing provided by Nutshell.

Sales Foundation

Starting at $13.00

1 user Per Month

View More Pricing Information

Nutshell Integrations

(82)

Verified by Nutshell

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Nutshell Media

Automate your sales process. Design and execute a sales process that reduces time-wasting tasks and helps your reps know what to do at every moment. Specify the actions and follow-ups that need to happen from initial qualification through final negotiations, and accurately measure the impact o...

Find every contact, customer and conversation. Nutshell is the most flexible CRM for sales reps, offering four ways to view and manage your pipeline. List view, Map view, Chart view and Board view (drag-and-drop) let you decide how to work your deals, save views and share with your team.

Report on your performance. Nutshell’s easy-to-use, customizable reports give you at-a-glance insight into your business, so you can measure performance and pinpoint areas for improvement. Download presentation-ready charts and view “snapshots” of your business at different points in time so y...

Automate your email outreach. Whether you need to contact one prospect or a long list of them, Nutshell’s email templates, personal email sequences, and marketing software integrations help you stay at the top of your buyers’ inboxes with a fraction of the effort.

Find every contact, customer, and conversation. Nutshell is your company’s central repository for customer knowledge. Store all your contact details, call notes, and email conversations in one place so everyone on your team can quickly access them.

Catch your buyers’ attention at every stage of the funnel with beautifully designed marketing emails. Nutshell Marketing seamlessly connects to your CRM data so you can target custom audiences in a snap and manage all your outreach out of a single tool.

Nutshell is the best B2B Next Action Selling CRM on the market. Start a free trial to find out why.

See how easy it is to build a Sales Pipeline with Sales Automation in Nutshell.

Nutshell syncs seamlessly with Google and Microsoft to make sharing emails and calendar events back and forth a breeze.

Improve your team's efficiency and outcomes with Nutshell's email automation features.

Learn about the exciting product updates from 2024 and unveil our plans for Q1 2025

Official Downloads

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Verified User in Financial Services

Small-Business (50 or fewer emp.)

8/24/2020

"Sales Ops Coordinator"

4/5

What do you like best about Nutshell?

Nutshell provides great customer service and is quick to respond. The sales pipeline tools and reporting is nice but you must have the Pro version to obtain these additional features which are worth the upgrade. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The primary negative I have found is when importing a new list. Unless the company or person name matches identically to what is in Nutshell, the record may be duplicated. Review collected by and hosted on G2.com.

What problems is Nutshell solving and how is that benefiting you?

We have been able to provide our open sales leads in a report for the executive team so they see what the forecast is and what can be expected to receive in revenue for the company. The dashboards, which can be customized give me a lot of great information at a quick glance, including the activities my team is completing. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

12/2/2020

"Easy to Use - Superb Customer Service"

4.5/5

What do you like best about Nutshell?

The solution is organized in a simple and logical way. And when I need Help the online tools and customer support are AMAZING! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Some of the custom reporting has been tricky for us as we're not a "classic" sales organization...yet! Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

8/21/2020

"Nutshell is now the central tool to our sales and client success process."

4.5/5

What do you like best about Nutshell?

Activity tracking, being able to track automatically when and how we have been in touch with a client is key. Our emails sync into Nutshell and their phone calling feature with call recording is the best we have used. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The search function is less than perfect, and also you have to stay on top of cleaning out duplicates even though they are not duplicate people or companies that are even similar. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

If you are selling widgets or services or both nutshell has you covered. Review collected by and hosted on G2.com.

What problems is Nutshell solving and how is that benefiting you?

Nutshell is central to our everyday ops for sales and client success, it's the tool the team's start and finish their day on. It provides our full sales and support processes which our team are guided throght via nutshell. Review collected by and hosted on G2.com.

Hiag A.

Small-Business (50 or fewer emp.)

12/2/2020

"Nutshell is the 80 in the 80/20"

5/5

What do you like best about Nutshell?

Ease of use aka Intuitive User Interface AND terrific customer service that is responsive and effective. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nice to have easier to use sequences similar to HubSpot. Review collected by and hosted on G2.com.

Benoît L.

Small-Business (50 or fewer emp.)

12/2/2020

"Efficient! comfort! Confidence!"

5/5

What do you like best about Nutshell?

Everything we need is there... not less nor more! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Quality of reports

Please more Integrations... Review collected by and hosted on G2.com.

Verified User in Computer & Network Security

Small-Business (50 or fewer emp.)

8/20/2020

"A CRM that I actually like to use"

4.5/5

What do you like best about Nutshell?

The user interface is great, it is super customizable to meet almost all of our needs, and it is simple but in a good way. It is robust but it FEELS simple as a user, which is important to me. A biggie? The customer service is STELLAR. That is huge. Nutshell may not be Salesforce, but I don't want them to be. I don't need the complication of Salesforce, I don't want the price of Salesforce, and I'm not going to get this level of customer service from Salesforce. I am an extremely happy customer. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There are a few things that can't be customized, but wish it could be. I'm sure some of the things on my wishlist are on the team's radar and something they are working to implement. One thing that I don't like is when you want to filter by Company vs People, it will only email the primary contact of that Company. We learned that the first person you tie to a company becomes the 'primary contact', but often that person is NOT our primary contact. Perhaps they were at the beginning but if they are a prospect and turn into a client, often our primary contact changes. I would like to see an option where we could assign who the primary contact is for a Company (editable at any time). Review collected by and hosted on G2.com.

Response from Katherine Mays of Nutshell

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Thank you for taking the time to post this wonderful review! We're proud of our customer service and I'm glad to hear that you've had great experiences. You will be happy to hear that we are working on a way to choose the primary contact person at a company now, and this ability will be coming down the pipeline soon. Stay tuned!

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

8/19/2020

"Good overall"

4/5

What do you like best about Nutshell?

I like the ease of customizing almost everything. It's fairly intuitive and they have many systems which allow for simplifying repetitive activities. I like being able to edit directly from the main lists. I also mostly like the email sync. I love the whiteglove service as we've needed customer service for a variety of issues and support. The phone app which can upload business cards with just a photo is a great timesaver. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I'm struggling with the email sync not feeling consistent. There are certain features that don't exist in the system, which would make it easier to use. instead of creating groups, which then fully excludes that group from viewing other information, it would be helpful if you could create groups or teams and then set different levels of access. Some people might be on multiple teams so this function doesn't work. I also wish that a pipeline could begin in one way and then branch off into multiple pipeline directions depending on the scenario and workflow. We found a work around but it's a little bit wonky. Review collected by and hosted on G2.com.

BARB G.

Mid-Market (51-1000 emp.)

12/2/2020

"I love Nutshell"

5/5

What do you like best about Nutshell?

The customer service if I need it. So far it it user friendly but if I get stuck, someone is there to help me quickly. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I like Nutshell and have no dislikes at this time. Review collected by and hosted on G2.com.

Verified User in Building Materials

Small-Business (50 or fewer emp.)

12/2/2020

"Great CRM!"

4.5/5

What do you like best about Nutshell?

Intuitive and easy to use. Customer Svc. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Some features are not avail, but they are always updating/improving their offerings. Review collected by and hosted on G2.com.

Pat F.

Small-Business (50 or fewer emp.)

8/20/2020

"Nutshell Year 1"

4.5/5

What do you like best about Nutshell?

Interface, ease of use, and the integration was fairly simple. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Not really dislike - but the financial reporting aspects could be a little more functional. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

It takes a little bit of time/effort to set up - but worth it. Review collected by and hosted on G2.com.

What problems is Nutshell solving and how is that benefiting you?

Main problem that was solved was keeping all of our sales materials, follow ups, and info in one place. Benefits have been efficiency, professionalism, and remote access. Review collected by and hosted on G2.com.