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Nutshell Reviews & Product Details

Pricing

Pricing provided by Nutshell.

Sales Foundation

Starting at $13.00
1 user Per Month

Nutshell Media

Nutshell Demo - Sales Automation
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...
Nutshell Demo - Pipeline Management
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.
Nutshell Demo - Reporting
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...
Nutshell Demo - Email
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.
Nutshell Demo - Contact Management
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.
Nutshell Demo - Email Marketing
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.
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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.
Play Nutshell Video
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.
Play Nutshell Video
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.
Play Nutshell Video
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
Play Nutshell Video
Learn about the exciting product updates from 2024 and unveil our plans for Q1 2025
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Nutshell Reviews (1,379)

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Reviews

Nutshell Reviews (1,379)

View 1 Video Reviews
4.3
1,379 reviews

Pros & Cons

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Alex B.
AB
Marketing Assistant
Small-Business (50 or fewer emp.)
"Getting started with Nutshell is a breeze"
What do you like best about Nutshell?

Getting started with Nutshell was a breeze. It's intuitive, clean, and fully functional from day one. I appreciate how quickly I was able to adapt, with minimal training required. The interface feels logical and modern, which means no resistance from new users. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Reporting is solid but lacks deep customization—some charts and dashboards feel limited for advanced users. SalesRobotG2

Customization options are somewhat restricted—adding more custom fields or adjusting layouts would be a welcome upgrade. Review collected by and hosted on G2.com.

Jackie K.
JK
Administrative Assistant
Small-Business (50 or fewer emp.)
"It's pretty self-explanatory"
What do you like best about Nutshell?

I like that in your dashboard, all appointments are listed along the side, so there really is no need to go back and forth to google calendar to check appointments. I also like that I have the ability to put what I want showing on my dashboard vs what other people in company would rather have there. I work for a company that has multiple locations and I can make it show me only my location salespeople, which is nice to not have every single person's appointments or leads showing. What I also like about the dashboard is there is no limit on the cards that I wish to have showing. At least I haven't gotten to a limit and still have the option to add one if I want. It's pretty self-explanatory on what information gets entered and where. The text/email feature through Nutshell is great. I have created certain templates for emails to go to our customers for different reasons and it'll automatically insert the customer's name into the template email once I am in that person's info and click on send email and then just click send - super easy and takes just a few seconds/clicks. Nutshell also suggests if a person or lead could be a duplicate (perhaps previously entered by someone else with a different spelling, or maybe they've moved from the previous address and has the same name) and then you can merge them together if it is in fact a duplicate, or you could click not a duplicate if it's not. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There are some things/selections that are repetitively entered in both Person and Lead. If I enter a lead before I enter a person, it does not pull all of their information that I already entered in the lead over to the person so address/phone number/email all need to be re-entered. However if the Person is entered first, then click create a lead, it will pull all of the information already entered over. (Now we just make sure we enter the person first so we aren't entering the same data twice) Review collected by and hosted on G2.com.

TH
Product Specialist
Mid-Market (51-1000 emp.)
"Full Powered Information on the Road."
What do you like best about Nutshell?

I am able to access my Nutshell information while I am travelling, and being untethered to a desktop is very important. I am able to use my mobile phone to access the full power of Nutshell and view/modify contacts, add notes, and check customer scheduling and history anytime, anywhere.

It was necessary to quickly pivot my schedule this week, and by being able to access Nutshell all day, frequently, I was able to manage my time and my customer meetings. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Not a Nutshell problem, though data lag when out of primary cellular network can be frustrating.

As for features, so far with about two months of continuous use, no negatives to report at this time. Review collected by and hosted on G2.com.

AN
"Easy to Use Program"
What do you like best about Nutshell?

I like how simple and easy it is to use Nutshell. The learning curve is not steep, so it's easy for new employees to learn. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Sometimes it's a little too basic. It works for our needs, because our sales cycles aren't terribly involved, but sometimes the functions with email templates and automate responses are limited. One thing that stood out to me was that it only lets you do so many "goals" in each sales cycle stage in the lead. For example, our goal for multiple stages might be to get an email response, or for the customer to acknowledge something. It only lets us have that option once per stage in the lead. Review collected by and hosted on G2.com.

Verified User in Retail
AR
Small-Business (50 or fewer emp.)
"Streamlined, Intuitive, and Perfect for Managing a Real Sales Process"
What do you like best about Nutshell?

Nutshell makes it incredibly easy to turn a messy sales process into something clean, trackable, and repeatable. I use it to manage our Caribshopper B2B sales outreach, where we handle hundreds of wholesale leads across multiple states. The customization options are powerful — I built a complete pipeline with clear stages, tasks, and automation triggers in just a few hours. My team can log in, see exactly what to do next, and move leads forward confidently. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The integrations aren’t as straight forward as I thought they would be. I do love the dialers they have for instance but it’s difficult to customize them the way I would like. This is however understandable. Review collected by and hosted on G2.com.

"Streamlined CRM with Excellent Value"
What do you like best about Nutshell?

I appreciate Nutshell for its simplicity and functionality, which fits my needs perfectly as a CRM for my startup. The setup process was smooth and enjoyable, fulfilling my expectations under the eighty-twenty rule in terms of balance between development maturity and cost. I love how Nutshell provides great reminders and a singular source of truth, helping me organize and keep track of business operations without being overwhelmed. The revenue forecasting feature is also a fantastic tool, helping me plan and project future revenues effectively. I find it to be a good value considering the price compared to larger providers. The functionality to help communicate with people more efficiently and to plan out my business is highly beneficial. I also like how it meets essential needs without requiring additional CRM software, making my CRM process straightforward and integrated. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There are some silly issues with the differentiation between tasks and people, which needs improvement. Additionally, there could be more automations built in, to reduce the need to redo some work, which could enhance efficiency. These are not major automations but small improvements would be beneficial, especially when entering a new project. Review collected by and hosted on G2.com.

Zachary Z.
ZZ
"Streamlined Sales Pipeline, Needs Better Automation"
What do you like best about Nutshell?

I find Nutshell to be quite user-friendly, making it straightforward to manage various aspects of my sales work. I particularly appreciate how easily I picked it up during my initial training, which speaks to its intuitive design. The platform simplifies tracking my sales pipeline, which is crucial for managing my clients and prospects. The visual representation of the sales pipeline, whether as a chart or a list, is very beneficial as it clearly outlines each stage. It assists me in keeping track of where I am with different prospects, and I can swiftly follow up by accessing the last interaction I've had with them. This feature empowers me to maintain a seamless follow-up process with customers, ensuring continuity and efficiency. Overall, my experience with Nutshell has been positive and straightforward, making it a valuable tool in my daily sales tasks. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I wish Nutshell offered more automation capabilities. The current level of automation seems limited, which means there are repetitive tasks that still need to be manually handled. Additionally, there is a desire for more seamless integration, especially with tools like Podium and other lead capture sources. Right now, the marketing team has to manually convert and assign leads, which could be automated for better efficiency. Improved backend API integrations using AI would greatly enhance the convenience and efficiency of our workflow. Review collected by and hosted on G2.com.

Garret W.
GW
Regional Customer Representative
Small-Business (50 or fewer emp.)
"Great CRM That's Consistently Improving!"
What do you like best about Nutshell?

We've been using Nutshell for over 4 years for our business and it's been instrumental for keeping our client list up to date and managing our leads. They have a roadmap that consistently improves their system and features Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Some of the roadmap/AI features are not very helpful for our industry. We would like if Nutshell had a scheduling feature for projects/travel. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you so much for sharing your positive review of Nutshell, Garret! We're glad to hear your team has been using Nutshell for 3 years to manage your leads!

I also appreciate you sharing your feedback about using Scheduler to schedule projects/travel. We're always working to make Nutshell the best CRM for our customers, so I've shared your request with our product development team for consideration in future updates.

All the best,

Jewell from Nutshell

LD
Sales and Estimator
Small-Business (50 or fewer emp.)
"Excellent Support and User-Friendly Experience"
What do you like best about Nutshell?

Great Staff and Support. Ease of use was simple. Great way to help see things flow. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Lead automation is there but mostly its lacking depending on what you need. Logging activities is still manual. Can be easy to forget.w Review collected by and hosted on G2.com.

AN
"Very disappointed in platform"
What do you like best about Nutshell?

There is not much I can say I liked due to the complications with the system Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The inability for automations in regards to outside platforms was nonexistent. Pipelines would not be automated to website form submissions and therefore every client who came into the platform had to manually have an email drip sequence added to their contact. There was major inconsistencies between what was on the lead page versus the persons page. You had to jump between the two to make sure emails were sent and read. It was very clunky and inconsistent and messy. The email templates were superbasic and did not have a true professional look. Review collected by and hosted on G2.com.

Pricing Options

Pricing provided by Nutshell.

Sales Foundation

Starting at $13.00
1 user Per Month

Sales Growth

Starting at $25.00
1 user Per Month

Sales Pro

Starting at $42.00
1 user Per Month
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Nutshell Features
User, Role, and Access Management
Contact & Account Management
Opportunity & Pipeline Mgmt.
Task / Activity Management
Email Marketing
Lead Management
Customer Support Portal
Knowledge Base
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Nutshell