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

Acuity Scheduling

Airtable

Apollo

Azure Identity Management

Dialpad AI-Powered Customer Communications Platform

Dropbox Sign (formerly HelloSign)

Intuit Mailchimp All-in-One Marketing Platform

Jotform

JustCall

KIT

Kixie PowerCall & SMS

QuickBooks Desktop Pro

QuickBooks Online

Quo

Quotient

RingCentral Contact Center

Seamless (formally Seamless.AI)

Shopify

SignRequest for G Suite

Vonage Business Communications

Webflow

WebFX

WhatsApp Business Platform

Zendesk for Customer Service

Zoho CRM

Zoom Workplace

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

(5)

edit

Interactive Demo

edit

Try an interactive demo created by the software seller (right here on G2).

Try demo

G2 reviews are authentic and verified.

Here's how.

Verified User in Real Estate

12/17/2025

"Our data is much more organized that helped us focus more on reaching our goals."

4/5

What do you like best about Nutshell?

It is very easy and convenient to use despite the complexity of our business process. From uploading data, organizing, and summarizing, it is very user friendly. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

As for us, some data tags can be easily removed or replaced which is sometimes critical in maintaining the accuracy of our data. Filtering & Sorting of data is also limited which may be improved Review collected by and hosted on G2.com.

Jeff P.

Accont Manager

Small-Business (50 or fewer emp.)

8/27/2025

"The CRM is good, however I wish it had more functions"

2.5/5

What do you like best about Nutshell?

The leads come in good, has all the information. I really like the map function on Lost leads, very helpful Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I wish there was a place I could go where to see all my activities Review collected by and hosted on G2.com.

Verified User in Executive Office

Small-Business (50 or fewer emp.)

5/12/2025

"Nutshell: A Helpful CRM for Small Teams"

5/5

What do you like best about Nutshell?

Ease of Use: The interface is intuitive and simple to navigate, making it easy for both new and experienced users to get up to speed quickly.

Customizable Features: Nutshell allows a high degree of customization to fit specific business needs, whether that’s managing contacts, tracking sales pipelines, or generating reports. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Pricing: Some users think the pricing might be on the higher end, especially for smaller businesses or teams just starting with CRM tools. Review collected by and hosted on G2.com.

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

Automating Sales Workflows

Problem: Manual processes for tracking sales activities or sending follow-up emails can be time-consuming and prone to mistakes.

Solution: Nutshell offers automation features to streamline these tasks. This can include automated email sequences, task assignments, and reminders.

Benefit: This allows your team to focus on more meaningful work, like nurturing relationships, while the system handles repetitive tasks. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your positive review of Nutshell! We're glad to hear how Nutshell is helping you automate sales workflows, customize the platform for your needs, and generate reports!

All the best,

Jewell from Nutshell

Verified User in Hospital & Health Care

12/17/2025

"Effective sales solution and partner tracking"

4/5

What do you like best about Nutshell?

Effective quick way to view all potential partners throughout the entire sales process, easy to prioritize partnerships by value and key objectives within each partnership. The ability to sync communications with emails is valuable to reduce double documentation. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Opportunities to support operations post-sale Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

7/18/2025

"General Use"

4.5/5

What do you like best about Nutshell?

The system's intuitive search functionality streamlines the process of locating various applications, eliminating the need to navigate through multiple pages. Its flexible design seamlessly adapts to our specific requirements, minimizing the need for additional modifications to meet our end goals. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

One downside I experienced was the unexpected interface change. While it did not cause a major disruption, it did create a minor inconvenience in accessing reports, which were previously easier to locate. Review collected by and hosted on G2.com.

Verified User in Civil Engineering

12/24/2025

"Simple tool for managing CRM"

4/5

What do you like best about Nutshell?

Nutshell is a solid, easy-to-use CRM for tracking leads and proposals. It keeps everything organized, and the pipeline view makes it simple to see what’s next. It’s a good fit if you want straightforward CRM features without a lot of complexity. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There are a lot of settings, which can get confusing. Review collected by and hosted on G2.com.

Daniel N.

Partner

Small-Business (50 or fewer emp.)

6/6/2024

"Super Happy - New features always coming"

5/5

What do you like best about Nutshell?

I love all the automation that we have been able to incorporate into the CRM, Pipeline and back office operations team. Nutshell has allowed us to streamline processes. Nutshell has a lot of features that are included at no additional charge that save us money because we do not need to purchase them from other companies. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Additional advanced automation without limitations would be nice. Review collected by and hosted on G2.com.

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

Nutshell helps us with bi-monthly newsletters, customer/partner tagging, Deal tracking, etc. Nutshell allows us to keep track of our pipeline, deliver weekly reports, and automate repetitive tasks. I love that Nutshell is connected with Zapier so I can move data where I need it without having to manually make the moves. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you so much for sharing your positive experience with Nutshell, Daniel! We're glad to hear you've been able to combine multiple solutions into one platform with Nutshell! We appreciate your feedback about having advanced automations, and I'll be sure to pass that along to our product development team!

Happy Nutshelling!

Jewell from Nutshell

Verified User in Information Technology and Services

Enterprise (> 1000 emp.)

9/28/2025

"Easy to Use CRM"

5/5

What do you like best about Nutshell?

Nutshell is an easy-to-use CRM with great pipeline visibility and solid customer support. It works well for small to mid-sized teams, though reporting and mobile features could be improved.

Want me to make a couple more variations so you can pick the one that feels best? Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nutshell is easy to use and helps manage leads well, but I wish it had more advanced reporting and better mobile features. Review collected by and hosted on G2.com.

Leslie A.

Director of Sales, Alternative Channels

Small-Business (50 or fewer emp.)

1/13/2025

"The unknown CRM that is changing my life"

5/5

What do you like best about Nutshell?

I found out about Nutshell by posting a question on LinkedIn, "LinkedIn friends, what is the best CRM you've used? (please do not include SalesForce)." I had people respond with many platforms I was somewhat familiar with but one of my industry friends said he uses Nutshell and has for years. I reviewed their website and set up a call with Jared Knotts and learned more about the platform and its functionality. The platform is easy to maneuver and cost-effective for what I get with the monthly subscription. What I love most about Nutshell is the INCREDIBLE customer service. With my subscription, I'm able to upload an excel document with leads, current customers, contacts and their customer service team formats the headers correctly and uploads the leads for me. I've also had a slew of questions and receive responses immediately, which is very helpful. I'm very happy with the platform and recommend it to any company looking for a new CRM option. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The only thing I dislike about the platform is there is not a way for me to just have leads and customers. When a lead is uploaded into the system, it's also a "company" which I don't like. With this said, I think there is a way to tag the "Companies" as with a lead or customer. I'm working on getting an answer to that question. This is the only complaint I have. Review collected by and hosted on G2.com.

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

I used SalesForce the first year I was in my new job. I'm building my channel of business from the ground up and have so many leads. I was using Salesforce, got locked out and spent six months trying to get back in and never received a response back from their customer service team so I was tracking my business via excel document. I'm hiring a new salesperson for my team and need a place where all of the business is housed for us both to use. Nutshell has solved that problem for me. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you so much for sharing your positive review of Nutshell, Leslie! Our team is excited that you've found Nutshell to be cost-effective, easy to use, and provides great customer support! I'm also glad to hear Nutshell is working as a single source of truth for your growing team!

As for your question about tagging Companies - you certainly can! Learn more about using tags for Companies, Leads, and People at our support article here: https://support.nutshell.com/en/articles/8429016-create-and-use-tags-in-nutshell.

Best,

Jewell from Nutshell