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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Kayla T.

Outreach and Data

Small-Business (50 or fewer emp.)

4/4/2019

"Great software"

4/5

What do you like best about Nutshell?

We like that it is very easy to use. It is simple to close deals and is very user friendly. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

We do not like that the user interface is pretty archaic looking. Other than that, we are pretty happy with the software. We are brand-new to using it, so it may take us some time to learn. Some education on the product features would be helpful. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

The price is right, and the user interface is easy to use. It is simple for our sales people, who are a bit aged, to use -- and that was very important to us. We would recommend having someone take some time getting used to the software to be able to walk sales people through the process. We really liked how easy it was to make and then delete test accounts. This was very important to our evaluation process. Review collected by and hosted on G2.com.

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

We are really hoping that we can have some more organization when we are working with clients. We tend to be pretty disorganized. This is helping us to make sure that our sales people are being effective and are doing what they said they are doing while they are in the field. We use the reporting metrics to help us understand what our sales people are doing. Although we are new to Nutshell, we are hoping that these features will help us help our sales people close more deals and forget about less leads. Review collected by and hosted on G2.com.

Suzanne L.

Sales & Marketing Specialist

Medical Devices

Small-Business (50 or fewer emp.)

4/5/2019

"Nutshell is Great for First Time CRM Users"

4.5/5

What do you like best about Nutshell?

It is easy to use and follow. It's user interface is clean and well organized. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I've had some trouble before creating templates for mass email messages I've wanted to send out to all our customers. I wish it was a little easier to filter and could send more than 100 messages at once. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

This is a great CRM to keep your sales communications with customers organized. I love the feature of taking a picture of a business card and it automatically inputs into the system. Review collected by and hosted on G2.com.

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

Organizing our customers by the products they use. It's great for 10+ person sales force to input contacts so we can all share and see the activity of each customer. Review collected by and hosted on G2.com.

Response from Lauren Pienta of Nutshell

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Hi Suzanne! We are so glad you've enjoyed your Nutshell experience so far! We strive to make our interface user friendly and intuitive, so your team can focus on what's important - making the sale! Thank you for your feedback.

We are always improving our filtering capabilities. Please don't hesitate to let us know what new filters would benefit your organization! Nutshell allows for 500 emails to be sent at any one time. Email providers (such as Outlook or Google) may apply additional restrictions to the number of emails you can send at once, as well as daily email sending limits.

Happy Nutshelling!

Brian M.

President

Small-Business (50 or fewer emp.)

4/9/2019

"Nutshell moves our business forward!"

4/5

What do you like best about Nutshell?

Nutshell is easy to use. To get up and running with the basic features take very little time. My team was able to start implementing the Tasks and activities right away. The search tool is very powerful for finding people and companies. Typically when we are on the phone with a customer we try to pull up there nutshell card. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The UI can be a bit confusing when you are entering details for companies and individuals. Sometimes you are not sure where the information should go. Also, I wish there were an easy way to use multiple email addresses for one user. We have several catch-all email addresses however there is not an easy way to incorporate them so that the emails can be cataloged. The 'duplicate' feature seems a little half baked. We can so many false positives and very few actual duplicates. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Make sure the feature set fits what you need. We are not using the leads and it feels like we are paying for something that we don't need in the first place. Review collected by and hosted on G2.com.

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

Nutshell has helped us stay on top of people that we need to follow up with and tasks that need to be completed. This can easily be overlooked and sales can be lost. By adding customers' information right away and scheduling follow-ups and tasks, we have been able to keep up with customers and convert more of them to sales. Review collected by and hosted on G2.com.

Chad W.

Director Of Operations

Wholesale

Small-Business (50 or fewer emp.)

4/9/2019

"Good CRM system"

4/5

What do you like best about Nutshell?

Nutshell is point-and-click. It doesn't take much training to get a new person up and running on the system. The ability to schedule pickups and assign to a specific person is quite helpful, especially since the alert is sent to their email address. It's also a good system for creating leads for whatever business you're trying to run. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The only thing we don't really like (and this is a bit of a nitpicky issue) is when you're creating a contact, you need to pay attention and click on the "create" link. Otherwise, you've just lost whatever you've entered. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

It's worth checking out. They're inexpensive, especially for a small business like ours. Review collected by and hosted on G2.com.

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

We are a wholesale food distributor. So, having the ability for our drivers to get real-time updates has been crucial. We also found a way to create product sampling, and whether a customer is interested in the product. This is beneficial as it's an easy way to track interest. Review collected by and hosted on G2.com.

Verified User in Utilities

Small-Business (50 or fewer emp.)

4/4/2019

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

"Work made easy."

5/5

What do you like best about Nutshell?

We are a solar company and have used Nutshell to enter all our leads and keep both the sales reps and customer updated throughout their process. Nutshell has been amazing in allowing us to be on top of our process and know exactly at what stage each of our customers are at. We have worked with nutshell for over two years now and it has done us well and would recommend this to any company looking for one solid tool to help keep things organized and on track. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

In all honesty there is nothing I hate about nutshell or have every disliked. Its easy to use as mentioned even syncing its with your calendar is a piece of cake. This tool was so easy for me to learn how to use and daily discover cool details about it. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

This tool is the wya to go if you are looking for something simple to use and easy to work with. You don'y have to worry about having information all over the place and can keep track of leads and project statuses. Review collected by and hosted on G2.com.

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

We have many leads we open and Nutshell has helped us go back to old leads and clean up make sure we didn't miss any customer who have ever requested a follow up down the road. Review collected by and hosted on G2.com.

Stefanie P.

Customer Success Manager

Marketing and Advertising

Small-Business (50 or fewer emp.)

4/9/2019

"It's good for small sales org"

3.5/5

What do you like best about Nutshell?

The thing about Nutshell is that it's fairly easy to use, doesn't have a lot of bells and whistles that get in the way, and is pretty intuitive. We moved from Salesforce, where we were only really using a tenth of its capabilities, to Nutshell, which is much more streamline and easy to understand. I also love the mobile app, it's great when on-the-go or working remotely. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nutshell is missing a lot of reporting capabilities. The one thing that I miss is the ease of creating activity reports which Nutshell doesn't have built out. I'd also like it to be easier to share and download report with a better format. Another thing is that when you add custom field, they show up on the right side bar so if you have a lot of fields, it's annoying to scroll through them. A suggestion I would have is to include it as a tab that takes up the entire screen on desktop, similar to the way it's presented on the mobile app. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

If you have a small sales org, don't need a lot of additional tools, or just need a good CRM to get your sales pipeline off the ground, this is a solid win. Review collected by and hosted on G2.com.

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

We recently moved to a different sales model and Nutshell has been a huge help in lead nurturing, follow-up, and reporting. I love the ease of assigning different products to a lead without too much fuss. It's also very easy to connect leads to an existing client account without causing duplication, an issue we commonly encountered with Salesforce. Review collected by and hosted on G2.com.

Chris V.

HVAC OEM Sales

Mid-Market (51-1000 emp.)

4/9/2019

"Great platform and would def recommend"

4.5/5

What do you like best about Nutshell?

Nutshell is great as it provides a complete package for managing leads and contacts and can be fully customized to each team member's work flow. It had insightful reports as well as activity tracking. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I think it would be a little faster and offer more segmentation and sort functions- also it would be better if it connected with linked in and ms office a little easier. It seems like you can get it to do cool things, but it takes effort to get it set up.

I used to use the activity reminders but they ended up getting overly complicated so I stopped and still us spread sheets for my high runner customers. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

I would say it is certainly a good tool- it gives us what we need and it has some great features like activity tracking for sales managers and team members to keep focused on the right areas. It is competitively prices and I did think it was better than anything else on the market when we were shopping around a couple of years ago. Review collected by and hosted on G2.com.

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

Initially it was extremely vital to the way we operated. I think if we had our whole team using it early on it would have been better, but on sales were utilizing it.

It would have been impossible to not have a CRM in place when we were starting up in 2016 Review collected by and hosted on G2.com.

Chris T.

Interim Managing Director, Office of Action-Based Learning

Enterprise (> 1000 emp.)

4/9/2019

"Easy to use"

5/5

What do you like best about Nutshell?

The absolute best feature of Nutshell is its simplicity. Without much work, I’ve found Nutshell easy to navigate and customizable to meet the needs of the program I support. I also really appreciate the Google Apps integration which has made it easy to record emails and manage to-do lists. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I’m most comfortable using the web interface. While the mobile app has the handy ability to scan business cards, I don’t find it as easy to use. In addition, I wish the app translated to the iPad which is my preferred device on the road. I also wish the calendar integration feature was a little more customizable. We sometimes run into the issue of internal stakeholders who are not Nutshell users being auto-created in the tool when we import calendar events and emails. Review collected by and hosted on G2.com.

Will D.

Small-Business (50 or fewer emp.)

4/8/2019

"Versatile CRM helps me stay on top of business real time"

3.5/5

What do you like best about Nutshell?

I find the map feature on the desktop version very helpful for planning my sales rounds as a I can easily filter by customer type and make sure I’m calling on customers in a specific geography, maximizing my time and effort. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I wish the mobile version has a similar map feature (Pipedrive has something like this) for real time use out in the field. I also find the process of adding companies, leads and people to be more cumbersome on the mobile version than desktop. I also find the dictation feature is less accurate than I’d like (something I use a lot as I walk around NYC so I can stay aware of my surroundings) Review collected by and hosted on G2.com.

Tammy A.

Senior Business Administration Executive

Mid-Market (51-1000 emp.)

4/7/2019

"Nurshel for sales management "

4.5/5

What do you like best about Nutshell?

1. The interface in Nutshell is very userfriendly and direct use. I don't have to waste too much time on learning this platform.

2. We can custom many settings (e.g pipeline/process/product/market) in an easy way, which helps us keep track of our performance base on our company culture.

3. All of these easy settings made our lead management stays clear and easy to read.

4. Report function greatly reduces our time on data analysing. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

1. Contact person - We hate the contact person that we input on nutshell doesn't link with the company. This makes lots of duplicate data and the company profile looks messy.

2. Product setting - In that page, the system cant view all market in horizontally, its so difficult for reviewing the product detail and market all in one go. It would be great if we can have sorting in that page as well.

3. Dashboard - we hope can have more setting / customization. right now the bashboard funciton cant show excatly what we want.

4. Search - seatch everything seems no use as it shows tons of data.

5. Data cleansing - we hope can have an easy way for data management. espically can all in one go.

Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

1. easy lead maagement

2. easy reporting

3. easy team monitoring

4. easy setup in backend Review collected by and hosted on G2.com.

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

1. Pipeline management help us view and track the leads. It helps us to know what to do at every moment and reduces time-wasting tasks.

2. Reporting and performance tracking helps measure performance and pinpoint areas for improvement.