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.

Mia R.

Sales Support Specialist

Small-Business (50 or fewer emp.)

11/7/2024

"Super User Friendly!"

3.5/5

What do you like best about Nutshell?

One of my favorite things about Nutshell is how user-friendly it is. I have used multiple CRM platforms, and Nutshell is one of the most straightforward easy to use ones. There are also so many different things you can do in Nutshell that I really appreciate. Many times there are so many overages for one small integration but I felt like the Nutshell package I used gave me everything I needed and more. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The only thing I dislike about Nutshell is that the views can be a little confusing at first. 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, Mia! We're glad to hear that Nutshell is user-friendly for you and that you're able to benefit from lots of features like integrations and email marketing!

All the best,

Jewell from Nutshell

Jason S.

Founder

Small-Business (50 or fewer emp.)

7/21/2024

"Fantastic tool for staying connected with my audience!"

4.5/5

What do you like best about Nutshell?

I've been using Nutshell, and it's been a game-changer for keeping in touch with my audience. It helps me effortlessly track people's engagement and stay connected with them. The platform is easy to use and has made managing my interactions so much simpler. If you want a reliable way to stay in touch with your audience, Nutshell is the way to go! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I did have a hard time initially, and it took a lot of research and learning to get the hang of it. But once I did, thanks to onboarding calls, it’s been smooth sailing and totally worth it! Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your review of Nutshell, Jason! We're glad to hear Nutshell is helping you track audience engagement, stay connected, and manage your interactions to grow your business! And we're glad to hear that onboarding calls have been helping you get the most out of the platform!

All the best,

Jewell from Nutshell

Verified User in Facilities Services

Small-Business (50 or fewer emp.)

1/23/2025

"Nutshell is a solid choice for small-business CRM needs"

4/5

What do you like best about Nutshell?

Nutshell is replete with the functions needed to collaborate about sales activity in a small business. It's fairly intuitive and easy to use. I use it on a daliy basis in my current role. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It would be helpful if Nutshell had integrations to ZoomInfo and to Sailes.com 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 Nutshell is making it easier for your team to collaborate more effectively and grow your pipeline!

We also appreciate your feedback about potential Nutshell integrations! If you're using ZoomInfo for prospecting, it's possible that our Nutshell IQ tool provides the prospecting features you need: https://www.nutshell.com/nutshell-iq.

All the best,

Jewell from Nutshell

Mariah B.

Small-Business (50 or fewer emp.)

5/9/2024

"Exactly what we were looking for!"

5/5

What do you like best about Nutshell?

We love how customizable the plateform is. We are an insurance agency and even though this is not an insurance based software we have been able to create a system for exactly what we needed. Helps that they integrate with Zapier as well so we can connect our different systems together. Great to communicate with the whole team and have an area where you can see the big picture and everything at once. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There are so many differnt ways to accomplish the same task in Nutshell, which is nice but it does become overwhelming and makes it a bit hard to set up regular processes with our team. A bit of a learning curve due to the many functions. Did take a bit of time to set up since it is so customizable but was well worth the effort. Review collected by and hosted on G2.com.

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

We needed a singular place to track quote requests coming through multiple channels with multiple people working on them . This gives us a way to easily see where specific quotes are in the sales process as well as a big picture of how many outstanding requests we have currently and who is working on them. Benefit has been this is a huge time saver and seamless communication tool. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you so much for sharing this positive feedback about Nutshell, Mariah! We're so glad to hear that Nutshell's customization options, integrations, and collaboration features are meeting your team's needs. And we're always striving to make Nutshell the best CRM for our customers, so I'll be sure to pass along your feedback about the ability to streamline processes in Nutshell to our product development team!

All the best,

Jewell from Nutshell

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

12/13/2024

"Responsive support team"

3.5/5

What do you like best about Nutshell?

I like how responsive their support team is. After I sent an email with screenshots of my problem, they kept following up to ensure it was resolved. I loved that. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The UI is a bit cluttered for a newbie to understand. I'd call myself an intermediate user, but many of the beginner users on my team that I onboard find it difficult to use features that I thought were intuitive. 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 that our support team has provided timely and effective assistance for you when you needed it! I'm also excited to hear how Nutshell's email marketing and lead nurturing features are helping you stay in touch with leads and customers!

And thank you for your feedback about Nutshell's UI - we have some updates to the navigation that will be launching early next year, so stay tuned for those changes that will help make it easier for your team members to navigate and use Nutshell's features!

All the best,

Jewell from Nutshell

Meghan C.

Vice President

Small-Business (50 or fewer emp.)

11/13/2024

"Easy to Learn"

5/5

What do you like best about Nutshell?

I love how simple the platform is. My team is able to track progress easy. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I do wish that our calendars would sync to everything we have on our Outlook Calendar even if its recurring. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your positive review of Nutshell, Megan! Our team is glad to hear that Nutshell is helping you track deal progress and emails with customers and leads!

I also appreciate your feedback about the ability to sync Nutshell activities with your Outlook calendar. Check out this support article about how to view Nutshell activities in an external calendar: https://support.nutshell.com/en/articles/8428907-how-to-view-nutshell-activities-in-an-external-calendar. If this article doesn't resolve your issue, please reach out to our support team for help getting the solution you need!

All the best,

Jewell from Nutshell

Verified User in Computer Software

Small-Business (50 or fewer emp.)

3/20/2025

"Nutshell is nice for beginners"

2.5/5

What do you like best about Nutshell?

Very simple interface and easy to use. I was able to pick it up quickly. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I have submitted a lot of tickets and it takes awhile to get resolved. Because I don't pay for enterprise I don't get to speak to an actual agent so it makes it difficult to speak about the issues I am experiencing. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your review of Nutshell. We're glad to hear that Nutshell is easy to learn and use and that it's helping you send effective marketing communications to prospects and customers.

As our support chat is operated by our live Support team, ticket volume can affect the speed at which questions are answered. While we only offer live phone support to customers on the Sales Enterprise plan, our Support team always strives to respond to chat tickets as quickly and efficiently as possible. If you have experienced unusually long wait times or have unresolved issues, please let us know and we will strive to make it right so you can get back to using Nutshell the most efficiently.

All the best,

Jewell from Nutshell

Claire P.

Business Development Manager

Small-Business (50 or fewer emp.)

6/6/2024

"If you have to use a CRM Nutshell is the best!"

4/5

What do you like best about Nutshell?

Nutshell is so easy to use. It has a very user friendly app and the website is easy to fill out. Not everyone likes filling out CRM's, however, nutshell has super easy dropdown boxes that make filling it out so quick to fill in information. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I have found that sometimes on the app the information you add does not get transfered to the website. This can be frustrating if you do not know how that it did not load and are looking for the information. (or worse your boss is looking for it) Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your experience with Nutshell, Claire! We're glad to hear you've found Nutshell user-friendly and easy to input customer data. We're always striving to make Nutshell the best CRM for our customers, so I'll pass along your feedback about data from the app not showing up in the online platform to our product team. In the meantime, you may be able to resolve your issue with help from our customer support team. You can contact them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support.

All the best,

Jewell from Nutshell

Anthony A.

Graphic and Web Design Tutor

Small-Business (50 or fewer emp.)

12/16/2024

"Great CRM to start with"

4.5/5

What do you like best about Nutshell?

I had a client who wanted a CRM but had never used one before. After doing some research, I decided to recommend Nutshell. It seemed like the easiest option to learn, which was exactly what they needed. One feature that really stood out to me was how easy it is to integrate forms—it’s such a user-friendly setup! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

i was not a fan of the limited control over list customization Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your positive review of Nutshell, Anthony! We're excited that Nutshell is helping you integrate multiple forms and collect customer information!

We also appreciate your feedback about list customization. We're always working to make Nutshell the best CRM for our customers, so I've shared your feedback with our product team for consideration in future updates.

All the best,

Jewell from Nutshell

Garth G.

National Account Director

Mid-Market (51-1000 emp.)

11/11/2024

"Keep it in the Nut"

3.5/5

What do you like best about Nutshell?

Easy to find contacts, add notes and schedule events. Nutshell is great is providing different reports and tools allowing the user to customize. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I wish that Siri could connect to it or that is was more hands free. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank your for sharing your positive review of Nutshell, Garth! We're glad to hear that Nutshell makes it easy for your team to track contacts, schedule events, and customize the platform for their needs!

All the best,

Jewell from Nutshell