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

(83)

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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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

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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

Verified User in Consulting

Small-Business (50 or fewer emp.)

10/14/2025

"Intuitive Interface and Centralized Team Info"

4/5

What do you like best about Nutshell?

All of the info for our team is in one place. The interface is intuitive. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Updates that change the interface and move buttons/fields around make it more difficult to use. Review collected by and hosted on G2.com.

Verified User in E-Learning

12/17/2025

"I have found Nutshell very frustrating through my time using it."

2.5/5

What do you like best about Nutshell?

It is generally very easy to use and integrates well with teams Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

System is very slow. Searching leads is a bit of a headache. Doesn't merge companies together properly or ever. Review collected by and hosted on G2.com.

Kristi S.

Service Manager

Mid-Market (51-1000 emp.)

7/17/2025

"Nutshell Review"

5/5

What do you like best about Nutshell?

Ease of use, all-in-one functionality, visual pipeline and reporting. When using it for your service or sales team, it’s especially good for keeping track of our customers and communications without needing an overly complex system. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Mobile app limitations, I would like to see more details in the reporting. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive review of Nutshell, Kristi! We're glad to hear how Nutshell's all-in-one functionality is helping you manage sales, customer service, reporting, and more so you can grow your company!

All the best,

Jewell from Nutshell

Candace S.

Vendor Relations

Mid-Market (51-1000 emp.)

6/3/2025

"Nutshell Review"

4.5/5

What do you like best about Nutshell?

Ease of using it, user friendly, and always coming out with new features. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Wish that for our company we could have it at an enterprise level. Review collected by and hosted on G2.com.

Tim T.

CEO at InOut Labs - Drug and Alcohol Testing | DOT Compliance | DNA Testing | Clinical Lab Testing

Small-Business (50 or fewer emp.)

2/25/2025

"Easy transition."

5/5

What do you like best about Nutshell?

The UI is so much better than other CRMs I have used. Customer service is really good and fast. I do not use all of the features, but it is worth it for the ones I do use.

Very easy to implement and migrate my data,

They seem to be adding features and improvements regularly. Lots of thought has gone into its development. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

For a small business, the cost can get very high if you sign up for all of the features, but some of the automations save having to pay someone else to work. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive review of Nutshell, Tim! We're glad Nutshell is easy for you to use, keeps your team organized, and that our customer service team has been helpful!

All the best,

Jewell from Nutshell

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

3/24/2025

"All in One CRM - Great Integrations"

5/5

What do you like best about Nutshell?

I love how easy it is to learn and teach Nutshell. I was able to pick it up in a matter of minutes, and onboarding new hires to the software has a very small learning curve. The software is intuitive to use and acts in expected ways without having to dig for the functionality you would think would be present (i.e., things are not buried behind submenu after submenu). I can confidently say that adding Nutshell to our business has streamlined many tasks and has allowed me to get so much more work done in such a short amount of time. The Dashboard is clean and easy to customize, the autofill functionality is a lifesaver, and the integration with our in-house ERP makes simple, repetitive tasks much more manageable. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The biggest thing I dislike about Nutshell is the lack of duplicate prevention. I wish there were more safeguards to prevent Account Executives from creating a second or third instance of an account with slightly different punctuation or spelling (e.g., Google Inc. vs. Google Incorportated). This is my biggest issue with Nutshell and really its only drawback—the ease with which new accounts can be created. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive review of Nutshell! We're glad you're finding Nutshell easy to learn and use, and that Nutshell has streamlined your work, simplified lead tracking, and integrates well with your ERP!

For more information on preventing duplicate records in Nutshell, see our support article here: https://support.nutshell.com/en/articles/8428934-crm-records-how-to-find-and-merge-duplicates.

All the best,

Jewell from Nutshell

Adarsh V.

Junior Technical Operations

Mid-Market (51-1000 emp.)

5/15/2025

"Good CRM tool for a growing company"

5/5

What do you like best about Nutshell?

Customized to fit our teams requirements well

Interactive boards and simple visuals

Saves times and automates the process

Easy to use

Easy navigation through tasks and reminders

User friendly Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Currently happy with the tool, but there is definitely scope for improvement. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive review of Nutshell, Adarsh! We're glad to hear how Nutshell is helping you automate your processes, save time, and visualize your company's growth so you can chart a course for even greater success!

We also appreciate your feedback about room for improvement - could you provide more specific interests in features you'd like to have in Nutshell? We value our customers' requests and always pass them along to the product development team!

All the best,

Jewell from Nutshell

Verified User in Electrical/Electronic Manufacturing

12/17/2025

"all access in the pal of your hand"

4.5/5

What do you like best about Nutshell?

all of my customer information is available and I like being able to track emails as well Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

not being able to right click and copy and I do not like how the imported account custom field is after the sold custom field

I think it should be the other way around Review collected by and hosted on G2.com.

Drew M.

Account Manager

Small-Business (50 or fewer emp.)

6/20/2025

"Nutshell has vastly improved our lead tracking and efficiency in our Sales Department."

5/5

What do you like best about Nutshell?

The Nutshell system allows for workflow adjustments to fit our specific needs. It is easy to navigate and the email sync feature has yielded glowing feedback from our Sales team. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The chat alerts can easily be missed if you are working on multiple tasks. Review collected by and hosted on G2.com.

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

Classifying and tracking the strength of our leads to optimize marketing to our target markets is much easier with the Nutshell sytem integration. It has also improved the customer experience through scheduled followup cadences for our team. The email sync has improved our Sales and Administrative teams ability to see the effectiveness of emails and improve the language in our communications. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive review of Nutshell, Drew! We're glad to hear how Nutshell is helping you tailor your workflow to your specific needs, track all your emails, and score your leads for greater team effectiveness!

I also appreciate your feedback about Nutshell's Chat alerts. Perhaps adjusting the notifications you receive for Chat messages could help. Learn how here: https://support.nutshell.com/en/articles/8428906-how-to-set-up-notifications-in-nutshell

All the best,

Jewell from Nutshell