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

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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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Luke Z.

Sr. Manager, Strategic Client Partnerships

Consulting

Small-Business (50 or fewer emp.)

1/9/2025

"Nutshell for Small Teams"

4/5

What do you like best about Nutshell?

ease of use!!! Layout is amazing. Can figure about everything out on your own and efficiently Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

nothing top of mind. maybe something will popup in the future. being able to have bullet points and a searchable notes area under clients 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, Luke! We're glad to hear Nutshell is easy to learn and use efficiently for prospecting, organizing contacts, and managing marketing campaigns!

We also appreciate your feedback about being able to search through client notes. We're always working to make Nutshell the best CRM for our customers, so I've shared your suggestion with our product development team for consideration in future updates. In the meantime, our AI timeline summary feature will create summarizations of client data so you can quickly review important details, which might help you find the details you're looking for! Learn more here: https://support.nutshell.com/en/articles/8428843-elevate-your-workflow-with-ai-in-your-crm

All the best,

Jewell from Nutshell

Verified User in Staffing and Recruiting

Mid-Market (51-1000 emp.)

5/9/2025

"Nutshell is a great platform to have especially in sales!"

4/5

What do you like best about Nutshell?

Information is entered and stored for long periods of time. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nothing to dislike. Nutshell provided what was needed. 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 to hear how Nutshell is helping you manage your sales!

All the best,

Jewell from Nutshell

Verified User in Consulting

Small-Business (50 or fewer emp.)

11/7/2024

"Nutshell: a great CRM for the cost. Hits above its weight class"

4.5/5

What do you like best about Nutshell?

For the cost Nutshell has a surprising amount of functionality. It will serve us well into 8 figures in revenue. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Ultimately there will come a point where Nutshell reaches its limit. While the functionality is great for the cost i see us going to hubspot or salesforce once we grow large enough. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive experience with Nutshell! We're glad to hear Nutshell is helping your team grow and reach your goals!

If you have questions about Nutshell's capabilities or how its features can meet your team's needs, feel free to reach out to our support team! Nutshell is currently growing as well, adding new features, tiers, and capabilities to help growing teams like yours! Stay up to date on all of our latest releases here: https://www.nutshell.com/product-updates.

All the best,

Jewell from Nutshell

William L.

Chief Executive Officer

Small-Business (50 or fewer emp.)

12/19/2024

"Best CRM"

5/5

What do you like best about Nutshell?

Nutshell is the most simple CRM that includes the complex features we've been looking for. We've been using Nutshell for years now, and we haven't thought about switching since. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It could have a more modern feel, but I assume that is coming soon with the updates they're working on! 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, William! We're glad that Nutshell provides the sophisticated features you need in an intuitive interface!

We also appreciate your feedback about Nutshell's design! There are indeed lots of updates coming, so stay tuned for those!

All the best,

Jewell from Nutshell

Christian M.

Technical Presales Engineer

Mid-Market (51-1000 emp.)

10/14/2024

"Great pricing and very capable when paired with WebFX's suite of services"

2.5/5

What do you like best about Nutshell?

Pricing

Simple UI

Very well integrated with WebFX

Support has been excellent

White glove service is nice for importing data Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It's a more infant product in terms of features and capabilities. Compared to HubSpot for example, it has significantly fewer capabilities. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your review of Nutshell, Christian! We're glad to hear that integrating Nutshell with WebFX is saving your team money and that you've been able to use our support and white glove services!

We also appreciate your feedback about Nutshell's features and capabilities. You'll be glad to hear that we have a lot of new features and updates rolling out over the next couple of quarters, so stay tuned for more information! You can track updates at this page: https://www.nutshell.com/product-updates-roadmap.

All the best, Jewell from Nutshell

Mark Z.

Executive Vice President

Small-Business (50 or fewer emp.)

7/12/2024

"Nutshell New User Expierence"

5/5

What do you like best about Nutshell?

Their Customer Service has been exceptional. Quincy and her team have seperated Nutshell from the rest of the CRM platforms out there. They have worked very hard to get us onboarded with professionalism and patience. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nothing to share at this time. My whole expierence so far has been in onbarding. And I do not take this lightly because we did alot of research and they are hands on in their help ... I have found no other firm that offers a reasonable platform that has professional Customer Support in the USA. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Mark, thank you so very much for sharing this glowing feedback about Nutshell and your onboarding team! I'll share your kind words with Quincy, I know she'll be happy to hear that you've had a great experience getting started! We look forward to seeing how your team continues using Nutshell's features to grow!

All the best,

Jewell from Nutshell

Verified User in Construction

Small-Business (50 or fewer emp.)

12/13/2022

"VALUE AT ITS BEST"

3.5/5

What do you like best about Nutshell?

I like that the program is customizable. I can pretty much run any query that I want. I use this program every day and it makes me feel like I'm driving the boat. It is really easy to set tasks and reminders for my team as well as hold myself accountable. I really like the email templates it makes it easy to simply change basic information to customize the email to each specific customer. Also, we can see each other emails on the dashboard. Emails that are shared anyway. So when the bookkeeper gets an email that a zelle payment has been received I don't have to bug her to get more information. Or if someone forgets to CC a specific thread in a customer email correspondence, I can still see it. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I dislike the use of AI for customer service. I used to enjoy their personal touch being able to talk to someone within minutes to help with a question or concern. Now someone typically responds within a day. Meaning, that I have to remember the exact details or try and duplicate the issue once I've already moved on. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive experience using Nutshell! We're glad to hear you're finding value in Nutshell's tasks, reminders, and email templates that make productivity and team collaboration easier!

I also appreciate your feedback about our support chatbot feature. Our customer support team strives to provide a human touch when working with customers to resolve issues, and they try to follow up promptly if you prefer not to find answers using the chatbot.

Thank you again for your review, and happy Nutshelling!

Jewell from Nutshell

Erin C.

Director of Operations and Outreach

Small-Business (50 or fewer emp.)

11/9/2023

"Great affordable CRM!"

3.5/5

What do you like best about Nutshell?

It is very affordable and easy to use. Customer service has always been quick to respond and so helpful Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It is difficult to run reports that I need for tracking 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, Erin! We're glad to hear that Nutshell is easy for your team to use, and that you've had good experiences with our support team!

I also appreciate you sharing feedback about Nutshell's reporting capabilities. Here is a link to our reporting support article, which includes videos explaining how you can run the reports and configure them to suit your needs: https://support.nutshell.com/en/articles/8428976-nutshell-reports-overview.

All the best,

Jewell from Nutshell

Husamettin C.

Data Center Operator

Education Management

Mid-Market (51-1000 emp.)

7/31/2024

"Custom mobile apps"

4.5/5

What do you like best about Nutshell?

I like what Nutshell has produced using the no-code platform. It is easy to use and I find it easy to drag and drop the features, and that makes it easier to create prototypes and build simple tools for the in-house team. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It does not integrate with most other cloud storage platforms but, what I want is to connect it with our in-house built CRM. This makes it difficult to utilize applications to send data between the app and our main system, hence making some applications less useful. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you so much for your positive review of Nutshell, Husamettin! We're glad to hear Nutshell is helping you build tools for your team and resolve issues for your business!

If you'd like to connect Nutshell to your in-house CRM, our open API is a good place to start if you have a development team: https://developers.nutshell.com/. You should be able to look through the API and determine if it can solve your issue. Otherwise, our support team would need to know exactly what you hope to accomplish by connecting the platforms to provide more assistance. You can reach out to them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support.

All the best,

Jewell from Nutshell

Verified User in Real Estate

Mid-Market (51-1000 emp.)

8/22/2024

"Exceptional CRM with unmatched ease of use and superior functionalities for the price"

4/5

What do you like best about Nutshell?

I worked with Nutshell for a couple of years, and I must say, it has exceeded all my expectations. As someone who has tried various CRM systems, both budget-friendly and high-end, I can confidently say that Nutshell stands out for several reasons.

First and foremost, the ease of use is unparalleled. The user interface is intuitive and straightforward, making it incredibly easy for anyone to get started, regardless of their technical expertise. The onboarding process was smooth, and the in-app tutorials were very helpful in getting me up to speed quickly. Unlike other CRMs that require extensive training and a steep learning curve, Nutshell allows you to hit the ground running.

What truly sets this CRM apart, however, are its functionalities. Despite being more affordable than many premium systems, it offers a comprehensive suite of features that cater to all my business needs. The automation tools have significantly streamlined our workflow, saving us both time and effort.

The integration capabilities are also top-notch, seamlessly connecting with other tools and platforms we use daily.

Nutshell provides exceptional value for money. Its ease of use and superior functionalities make it a standout choice, even when compared to pricier systems. I highly recommend it to any business looking for a reliable, efficient, and cost-effective CRM solution. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

While Nutshell offers a user-friendly interface and a solid set of basic features, its lack of customization options.

Which can be a significant drawback when business processes are unique and flows through many different systems (data collection). Review collected by and hosted on G2.com.

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

Implementing this simple CRM system has been a transformative experience for our business. Before adopting the CRM, we struggled with disorganized customer information, inefficient communication, and missed sales opportunities. However, the CRM has addressed these issues and more, significantly improving our operations and customer satisfaction.

One of the most immediate benefits we noticed was the organization of customer information. The CRM centralized all our customer data, making it easily accessible and manageable. We no longer had to sift through scattered spreadsheets and emails to find contact details or communication history. Everything we needed was at our fingertips, which saved us a considerable amount of time and effort.

Customer service has also seen a marked improvement. With a detailed history of interactions available in the CRM, we can now provide personalized service to each customer. This has made resolving issues more efficient and has led to higher customer satisfaction. Our team can quickly understand a customer's needs and preferences, making our service more responsive and tailored.

Communication within our team has been enhanced as well. The CRM facilitates better internal communication by sharing customer information across the team. This ensures that everyone is on the same page regarding customer interactions, reducing misunderstandings and improving collaboration. It has made our teamwork more cohesive and effective.

The CRM has streamlined our sales processes, too. Tracking sales leads and opportunities is now much easier. The system helps us manage our sales pipeline more effectively and automates follow-ups and reminders, ensuring no potential sales are missed. This has led to a noticeable increase in our sales performance.

Productivity has received a significant boost. The CRM reduces the time spent on manual data entry and administrative tasks, allowing our team to focus on more strategic activities. Routine tasks are automated, freeing up valuable time for our staff to engage in more meaningful work.

Customer retention has improved as well. The CRM helps us identify and address customer needs and concerns proactively. It enables targeted marketing and personalized communication, keeping our customers engaged and loyal. We've seen a positive impact on our retention rates as a result.

The insights and analytics provided by the CRM have been invaluable. The system generates reports and dashboards that track sales performance and customer behavior. This data-driven approach has helped us refine our business strategies and make more informed decisions. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you so much for your glowing review of Nutshell! We love to hear about all the improvements your team has experienced since using Nutshell, from better internal communication and organization to higher customer retention and greater sales. It's truly exciting to see our customers growing, so thank you for sharing!

We also appreciate you sharing your wish for more customization options. We're always striving to make Nutshell the best CRM for our customers, and I've shared your recommendation with our team for consideration!

Thanks for sharing the love, and happy Nutshelling!

Jewell from Nutshell