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 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

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Megan P.

Project Specialist

Information Technology and Services

Small-Business (50 or fewer emp.)

5/14/2019

"Tons of features and optiosn"

4/5

What do you like best about Nutshell?

Nutshell gives so many ways to categorize anything (companies, people, lists, options) that you can really create a site that is customized to you and what you need. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The only thing missing in Nutshell, to me, is tabs along the top. i'd like to be able to have several tabs open, so that i could go back to something, say a report I ran, while also keeping other items open that i'm working on. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Check out how they have a colorful map of the location of your clients, based on the address you enter. It makes the customer page beautiful, interesting and helpful to view. No one else has anything like that. Also note that they pull in a person's social media profile picture, if that person has one attached to the email that you use for them. It's really cool and a feature pretty unique to Nutshell, I think. Review collected by and hosted on G2.com.

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

We're able to keep track of leads in extreme detail by using tags, custom fields, reports, views, the dashboard, etc. Pretty much anything we need to know about our clients and sales, we can find it, because we've set everything up using so many customizations. Review collected by and hosted on G2.com.

Response from Katherine Mays of Nutshell

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Thanks so much for the kind words, Megan!

Robert W.

VP of Operations

Small-Business (50 or fewer emp.)

4/9/2019

"Flexible startup CRM With Annoyances"

3.5/5

What do you like best about Nutshell?

This CRM is very affordable for small businesses looking to scale sales ops. It offers a lot of flexibility within their framework. Their customer service is responsive and they constantly roll out new features. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

A lot of the useful logic/automation is locked in at the higher price point (pro). Tiered usage per user doesn't seem to be offered for teams that don't want to pay for features some users won't use. Pending sales wipes out custom processes - they define pending as a pre-lead, so lead feature get wiped out. Full disclosure: I haven't revisited this in a while but I remember setting custom reports at an agency level was a pain (had to share via a link). Not easy to link Google docs within the lead. The mobile app is useless. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

If you are accustomed to a more established CRM this may disappoint. Review collected by and hosted on G2.com.

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

We use this primarily for sales operations. We've set custom processes for different types of leads. Affordability is the best benefit. Once you get it's features down you can make it compliment your own processes. Review collected by and hosted on G2.com.

Jake H.

Owner/Operator

Wholesale

Small-Business (50 or fewer emp.)

4/6/2019

"Great CRM system fit for growing business"

4.5/5

What do you like best about Nutshell?

As a small and growing business I like that the cost is something we CAN afford. We use the system for all sorts of different applications and is used as the hub of our business. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I do not like how the relationships between the leads and the companies work. For my company it would make much more sense to have a "Lead" in the system until that lead is closed and then converted to a "company". Part of the reason I say that is there is WAY too much clutter in the system having two (or more) of each customer (or potential customer) in the system. The functionality of the lead should be transposed to the company.

I would like it if when we get a lead in the system that stays as a lead until the customer is closed, then the lead is converted (and is removed from the leads page) to a customer or company...

I would change the way the activities are used by having a system option where each activity can be pushed forward by the present time until they are logged. This will help to be sure activities arent forgotton, or missed. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Need a CRM, just try it, youll like it... Review collected by and hosted on G2.com.

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

For my business we are selling food products into our customers. I would like to have checklist capabilities that we can make for each customer so each product is listed (unchecked) in each customer, and when we go and pitch a product to a store we can then check off that we tried to sell them on it, or maybe a change of status so we know if the product was successfully/unsuccessfully/"in waiting" status for sales... Review collected by and hosted on G2.com.

Erin A.

Manager Business Development

Marketing and Advertising

Small-Business (50 or fewer emp.)

4/4/2019

"Great CRM for a Start Up"

4/5

What do you like best about Nutshell?

Customization and Pipeline Process management are my two favorite capabilities within Nutshell. We rely on our default pipeline weekly and the ability to add custom, trackable fields to our lead view has been a game changer. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The limitations to what you can import have caused us many problems. While you can bulk edit Nutshell default columns, you can't bulk edit custom created fields, nor can you export, update, and reimport them to reflect changes. Manual edits become week long tasks and take hours of man power to complete when we update/add/remove various fields. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Nutshell is great for a start-up and super easy to implement. It's also incredibly customizable, which helps when you're trying to track multiple variables for leads, contacts, companies, etc. Review collected by and hosted on G2.com.

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

We have Salespeople in multiple offices and Nutshell as allowed us to keep track of various sales territories while staying organized across multiple accounts.

I've worked extensively with the Nutshell API to create a dashboard in Google Sheets to track various metrics and that has been extremely useful. Review collected by and hosted on G2.com.

Sean H.

Head of Sales and Marketing

Marketing and Advertising

Mid-Market (51-1000 emp.)

4/4/2019

"Nutshell Review for B2B Business"

4/5

What do you like best about Nutshell?

The best feature in Nutshell is the ability to look at your pipeline on it's dashboard. It's nice to have all of the information that I need on one page, as well as correspondence between sale reps and clients when attached to our exchange server, allowing even more insight into the progression of leads, and where they are in the pipeline Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I have noticed when exporting some reports that even though I have selected which specific data I would like exported, there are extra fields that I did not need to have in the report. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Nutshell is an affordable and thorough lead management system, and it perfectly suits our needs. Review collected by and hosted on G2.com.

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

One of the greatest advantages for me as the admin, is that it seamlessly syncs up with our mailing platform, allowing me to track marketing emails, and revenue generated from those emails. being able to put realistic revenue numbers with our marketing efforts are a big plus. Review collected by and hosted on G2.com.

Response from Lauren Pienta of Nutshell

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We are so happy to hear that you've enjoyed your experience using Nutshell!

Thanks for the feedback on Nutshell reporting. We are always working to improve our reporting functionality, and have recently launched the Funnel Report, along with some other great out-of-the-box reports available in Nutshell Pro.

We are thrilled to hear you enjoy our email sync, as well! We really believe that our sync is a great way to maximize your efficiency by reaching out to your customers without having to leave the app. Have you tried the in-app @mention feature, yet?

Yuvraj K.

Advocate

Law Practice

Enterprise (> 1000 emp.)

6/25/2019

"In a nutshell the app has a very friendly user interface ."

4/5

What do you like best about Nutshell?

Its customizable pipelines enables me to create sales processes on my own terms and metrics. They also added that it has a user-friendly interface. Others mentioned that its customer support team was responsive and helpful. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The app does not have any major issue but some minor problems . There are a few bugs in the app, such as compatibility issues and malfunctioning search tools.The search function on the mobile app is a little wonky but It has improved in the time I have been using it . Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Just try it once and then you will never be able to switch from it . Review collected by and hosted on G2.com.

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

Nutshell provides comprehensive sales performance reports to determine the factors that contribute to the business’ growth. It has helped me keep track of may sales and payments in a very easy manner and has made me efficient . Review collected by and hosted on G2.com.

Dana S.

Director of Marketing

Mid-Market (51-1000 emp.)

8/27/2019

"Simple and Affordable CRM "

4/5

What do you like best about Nutshell?

The simplicity of the tool. We can easily navigate the 2 different pipelines we have and pull reporting at any time. The support team is also very accessible and responds quickly. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Some of the appearances could use some development. The way reports export and being able to change colors for different pipelines would be useful. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Great, affordable CRM for companies on the smaller side like mine! Review collected by and hosted on G2.com.

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

Managing 2 pipelines among 4 team members is the biggest solution. I really like that you can tag other users to set task reminders for them or keep them in the loop. Review collected by and hosted on G2.com.

Response from Kristen Gray Psychas of Nutshell

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Thanks for your review, Dana! We are so pleased to learn that Nutshell is helping organize your leads into multiple pipelines and helping you stay connected with your team. Someone on our team will be reaching out to you soon to make sure your exports are meeting your needs. Thanks again for taking the time to review our CRM!

Sharon A.

Branch administrator

Small-Business (50 or fewer emp.)

4/5/2019

"Nice basic CRM for small group"

3.5/5

What do you like best about Nutshell?

We are using Nutshell for a three-person sales team and it works pretty well. It's nice that you can block off accounts by sales person and control what others can see. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The export process doesn't have as much flexibility for filtering as other programs. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Our sales team members are not all tech-savvy, and Nutshell was easy for everyone to learn and use. I've worked with several other CRM programs, and I feel this one is a good basic version that allows for some customization based on the company's needs. We have not done any reporting, so if that's important to you be sure to do some research. Review collected by and hosted on G2.com.

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

Our sales team is mobile so the manager can see what's happening from the office without constantly calling for updates on specific customers. Review collected by and hosted on G2.com.

Response from Madi Togrul of Nutshell

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Thank you for your great feedback, Sharon!

I'm so glad that the viewing permissions has helped your team stay organized. I know that you haven't done much reporting yet, but Nutshell's reports are a really powerful part of the product and we love showing folks how to take advantage of those if you're curious to learn more.

There are also ways to filter your lists to export unique data sets and we'd be glad to walk you through that too! If you'd like to chat, you can reach us from 9am to 4pm EST, M-F at (888) 336-8808 or by email at support@nutshell.com.

Rachael M.

Inside Sales Consultant

Marketing and Advertising

Small-Business (50 or fewer emp.)

4/4/2019

Business partner of the seller or seller's competitor, not included in G2 scores.

"Easy Organization"

5/5

What do you like best about Nutshell?

Being able to link everyone's email has been amazing. Its great to always be looped in with whats going on. Especially if you have a customer that has been conversing with a team member that is on vacation or out of the office. You can easily search the email function and find the information. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Sometimes using the map where we have all our customers can be glitchy- I dont know if you can add the zip code to search but I havent seen that as a feature. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Great tool to keep organized. Review collected by and hosted on G2.com.

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

Miscommunication for starters. We can look up specific emails from other staff members on quotes they sent out. The lead section is also helpful to keep track of follow ups. Review collected by and hosted on G2.com.

Jacob G.

Marketing Director

Mid-Market (51-1000 emp.)

4/15/2019

"A good value CRM that includes many features"

4.5/5

What do you like best about Nutshell?

I like the breadth of tools and data that Nutshell can provide for us. The user interface can display lots of data windows, but it does so in a smooth and pleasant way. I can rearrange panels and go back and forth between different metrics fairly quickly. The cost is on the low side for what we get. We can add all the dimensions of pipeline and other sales data to keep everyone completely up to speed on the status of all accounts and leads at any given moment. Nutshell is also flexible when it comes to integrations and mobile accessibility. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There are lots of customization options, but I think I prefer to work with a system that is mostly set in its ways. For example, I like that Facebook has a solid structure that allows for some customizing, but it generally looks and works the same for everyone. Maybe I'm just a simple person, but I like systems in general to be more rigid to avoid mistakes and inconsistencies between accounts. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Of course, I would totally recommend Nutshell as a sales platform that will allow your team to collaborate efficiently and stay on top of activities and goals. When sales teams need to be able to react and adapt quickly to leads, it's important they can retrieve relevant data as soon as possible, and Nutshell can be a great platform to do that. Review collected by and hosted on G2.com.

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

Nutshell is a strong piece of our daily sales activities. It's an extremely insightful tool that allow us to view and publish fresh data on sales campaigns and new business activities. Staying informed is key to developing new customers, and Nutshell definitely helps to provide more information than I can possibly think of. Most team members connected to Nutshell are able to act more quickly, efficiently and confidently by being able to access information straight from each source in a centralized way. The email capabilities are also very useful for staying in regular touch with leads to avoid interest fizzling out. Review collected by and hosted on G2.com.