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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Azure Identity Management

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Jotform

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KIT

Kixie PowerCall & SMS

QuickBooks Desktop Pro

QuickBooks Online

Quo

Quotient

RingCentral Contact Center

Seamless (formally Seamless.AI)

Shopify

SignRequest for G Suite

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Webflow

WebFX

WhatsApp Business Platform

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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 Computer Software

Small-Business (50 or fewer emp.)

4/4/2019

"Easy to us"

4/5

What do you like best about Nutshell?

Simple to use, we moved down from the "full service" package with an account manager because it was easy enough to handle on our own. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Unable to split revenue for projects across years or quarters, this is a big part of how we do our financial reporting so we have to handle this aspect manually outside of Nutshell.

Integrations could be a bit easier if more were built directly into Nutshell. Review collected by and hosted on G2.com.

Lee P.

Small-Business (50 or fewer emp.)

2/19/2020

"Highly valuable tool for our sales and accounts teams"

4/5

What do you like best about Nutshell?

Nutshell is easy to use, has a great reporting suite and has an invaluable export facility.

Record communication against individual records, linking directly with outlook email and other social media platforms.

Record and track leads for pipelines and forecasts.

Download the Mobile app which is perfect for use out in the filed.

Set tasks/activities which pop up as reminders to help organise your day.

Great map view which allows you to filter customers/prospects via area. This helps us see gaps in customer base and allows us to target these areas. It also helps us organise our site visits to our customers as we can clearly see who is situated where in the country.

Easy to add new users onto the system with a fair pricing structure.

Very easy import/export facility of data. Very good for mass email shots etc.

Set your own dashboard with quotes for teams over the month, quarter year etc.

Draw comparisons on calls, leads and sales from the previous year.

An overall good product which our teams rely on, on a daily basis to help organise/record and track our actions and overall objectives. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There are some improvements i would like to certain reports, but appreciate these aren't necessarily standard.

Setting quotas could be a little more intuitive.

The dashboard could be developed a little further in the future. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

If you want an easy to use system, which allows you to organise your customer base and prospects and keep an eye on pipelines and individual performances at a fair price i would look at Nutshell. We have used 2 systems previously which don't get anywhere near this software. Review collected by and hosted on G2.com.

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

The ability to track leads and gain information as to why certain leads fell through etc is invaluable.

Great for forecasting and creating pipelines.

Excellent for communication. If i am away and my colleague takes a call from one of my customers, they can log into that customer and look at whats on going without me having to be present.

Having all of our information centralised makes life so much easier. Review collected by and hosted on G2.com.

Verified User in Chemicals

Small-Business (50 or fewer emp.)

8/28/2020

"Fantastic Tool for Organized Selling"

4/5

What do you like best about Nutshell?

It is a fantastic tool for a sales team to be able to work together to follow up on leads as the users are able to continue on the same thread towards closing the lead. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The information is only as good as the date entered so it's not so much a dislike of the program as the work it takes to maintain the integrity of the database. Review collected by and hosted on G2.com.

Verified User in Civil Engineering

Small-Business (50 or fewer emp.)

12/2/2020

"Nutshell for M&A"

4.5/5

What do you like best about Nutshell?

Customer Service, Intuitive UI/UX, features that meet our needs and price point. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

A little more connectivity between leads, client names, and companies. Review collected by and hosted on G2.com.

Verified User in Events Services

Small-Business (50 or fewer emp.)

8/21/2020

"Excellent CRM and Very Comfortable Management"

5/5

What do you like best about Nutshell?

The setup and management of Nutshell CRM is very manageable. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There was some initial time to get used to the CRM. It is now all good. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

If you are looking for a CRM system that you can implement very easily, maintain at all times, use on numerous platforms, and your team will enjoy starting up in the morning, then you need to use Nutshell. Review collected by and hosted on G2.com.

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

We are working in Nutshell every day and our team is very comfortable with the use of the CRM. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

6/5/2020

"Great Tools for the Price"

3.5/5

What do you like best about Nutshell?

This CRM provides great features for the team to stay focused and provide surface-level details on where to improve. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

One of the main frustrations is the update schedule they seem to have. More often than not the system is completely unusable the last day of the month as updates roll out. While I love the features they're releases it has caused issues closing key sales. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

It's a great solution for the overall cost to implement versus other software. However, it's not as robust and doesn't offer the same number of integrations. Review collected by and hosted on G2.com.

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

Overall Nutshell does a decent job of being customizable to our sales method and keep the team on track. Review collected by and hosted on G2.com.

Bob M.

Small-Business (50 or fewer emp.)

8/22/2020

"Love Nutshell, have implemented in 4 startups"

5/5

What do you like best about Nutshell?

The software is presented as "user first" unlike Salesforce. It's just plain easy for a user to use. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Salesforce is more robust (but to be fair, it's also 3x the price), so at one company we grew out of it. Review collected by and hosted on G2.com.

Dele N.

Small-Business (50 or fewer emp.)

8/22/2020

"Easy to Use, Detailed Reports"

5/5

What do you like best about Nutshell?

Definitely like the reports best. Nutshell gives me exactly what I am looking for when needed. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

No downsides to be honest. Its why we have used it for 7+ years. Review collected by and hosted on G2.com.

Andrew C.

Senior Account Executive

Small-Business (50 or fewer emp.)

6/1/2017

"Great entry-level sales CRM at a great price!"

4/5

What do you like best about Nutshell?

Nutshell has made a lot of recent improvements that have increased my usability greatly. The new reporting engine is a huge step in the right direction! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Changes to the product seem to come at odd times throughout the workday, which can be pretty disconcerting. Also, the way that Companies, People, and Leads interact is more rigid than I would like. Review collected by and hosted on G2.com.

Verified User in Online Media

Small-Business (50 or fewer emp.)

8/21/2020

"Great system for small teams!"

4/5

What do you like best about Nutshell?

We absolutely love that we can sync our emails to ensure we don't overlap communication with our clients. As primarily remote employees, this is the best feature that most other CRMs do not offer! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It's a little pricey for small businesses and teams! Review collected by and hosted on G2.com.

Questions about Nutshell? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

Ask about Nutshell

Francisco Villa

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Last activity about 4 years ago

How can I make my planning faster?

1 Upvote

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Craig Kazda

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Last activity about 2 years ago

What integration options have you found that work best for Nutshell?

2 Upvotes

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Pricing Options

Pricing provided by Nutshell.

Sales Foundation

Starting at $13.00

1 user Per Month

Sales Growth

Starting at $25.00

1 user Per Month

Sales Pro

Starting at $42.00

1 user Per Month

View More Pricing Information

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Nutshell Features

Platform

User, Role, and Access Management

Sales Force Automation

Contact & Account Management

Opportunity & Pipeline Mgmt.

Task / Activity Management

Marketing Automation

Email Marketing

Lead Management

Customer Support

Customer Support Portal

Knowledge Base

View More Features

4.3 out of 5 stars

Nutshell Reviews & Product Details

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Sales Foundation

Nutshell Integrations

Nutshell Media

Official Downloads

Interactive Demo

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Nutshell Reviews (1,411)

Nutshell Reviews (1,411)

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