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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Verified User in Commercial Real Estate

Small-Business (50 or fewer emp.)

4/4/2019

"Pretty Good, but Could Be Great!"

5/5

What do you like best about Nutshell?

Mapping feature, import simplicity, call recording and contact management Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Inability to filer more and query more. need to be able to sort when in chart form of contats and need to have a 3rd category for real estate. for example, property info, owner company info and owner contact info Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Highly recommend the product for ease of use and data managment. Review collected by and hosted on G2.com.

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

Keeping recorded calls linked to contacts by integrating Ring central, this helps keep all sales info in 1 place and in 1 crm which is really useful. 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 that Nutshell is helping your team maintain a single source of truth for sales information, and that you're enjoying the mapping and importing features!

I also appreciate you sharing your feedback about additional features you'd like to see. We're always striving to make Nutshell the best CRM for our customers, and I'll share your feedback with our product team for future updates!

All the best,

Jewell from Nutshell

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

11/7/2024

"Best CRM around!"

5/5

What do you like best about Nutshell?

Managing customer relations, tracking emails, email templates. It makes it so easy! I use it every single day and it's so nice how it works with my other software I use on a daily basis. Their customer service is also outstanding and always super helpful. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nothing! It's great. There is really nothing that I would change about it. 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! Our team is excited to hear that Nutshell is helping you manage relationships with customers, track emails, and manage all of your data. We're also glad to hear that our customer support team has been helpful for you!

All the best,

Jewell from Nutshell

Alex G.

ceo

Mid-Market (51-1000 emp.)

10/17/2024

"Made by Sales for Sales"

5/5

What do you like best about Nutshell?

It is easy to click on a phone number and hit call directly. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

the mobile app is limited and crashes a lot. 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, Alex! We're glad to hear your team is using Nutshell to manage leads in your pipeline, market to prospects, and make phone calls directly from Nutshell with click-to-call!

We also appreciate your feedback about the Nutshell mobile app. I've shared your experience with our product team, and we will consider it for future updates as we continue working to make Nutshell the best CRM for our customers.

All the best,

Jewell from Nutshell

Derek C.

Frontend Developer Professional

Information Technology and Services

Mid-Market (51-1000 emp.)

3/4/2024

"Stable and powerful CRM when it comes to managing all your sales processes"

4.5/5

What do you like best about Nutshell?

Nutshell is the perfect combination of affordability and functionality to manage sales, for me, it has been totally flexible and allow us to automate all sales tasks and opportunities. In a nutshell, it is easy to use, has many useful features such as customer management, interactions, lead captures, pipelines and is good for full reporting. Thanks to this tool, our sales process runs efficiently and we have all the information in one place, and we can monitor the progress of everything in progress. The customer support is really responsive when it comes to any questions with the program. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The platform has exceeded my expectations in all aspects within the company, it has simplified the sales process for us. However, I would like the customer service to be more complete. Review collected by and hosted on G2.com.

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

We keep excellent control of sales, thanks to Nutshell. Its tools give me all the information I need to be able to follow up with my customers and be successful. I can analyze all the information and learn how to improve our relationships. Our performance has improved and we can identify areas for improvement, making decisions that will help us to have everything organized, focusing on visualizing the progress of each sales process and each marketing campaign without wasting time. 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 experience with Nutshell, Derek! We're so glad to hear Nutshell is helping your team track sales, improve relationships, and increase performance! We look forward to seeing how Nutshell will continue helping your company succeed!

Best,

Jewell from Nutshell

Verified User in Consulting

Small-Business (50 or fewer emp.)

10/10/2024

"Nutshell - Modern CRM Experience"

3.5/5

What do you like best about Nutshell?

The best things about Nutshell is its modern interface. Its visually appealing and very easy to run reports and organize data. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The lack of a save button. There have been numerous times where we have made and update to a client profile and then check on it later and it did not have - specifically the account type. 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 that Nutshell is easy to use for organizing data and running reports. I'm also glad to hear that you're using some of Nutshell's marketing features!

And thank you for bringing your difficulty saving updates to our attention. Nutshell automatically saves updates you make to contact pages, but if you run into any issues please feel free to reach out to our support team and we will work to resolve the problem for you! You can contact them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support.

All the best,

Jewell from Nutshell

Verified User in Food & Beverages

Small-Business (50 or fewer emp.)

11/7/2024

"Great CRM with Plenty of Features"

4/5

What do you like best about Nutshell?

Location, location, location. Love having a single place for all of our useful customer and vendor data. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Sometimes the integrations are buggy, or don't work at all. 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 that Nutshell is helping you keep all your important data in one place!

If you need personal assistance integrating Nutshell with your tech stack, please reach out to our customer support team here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. They will work to help you and your team connect Nutshell with your critical tools!

All the best,

Jewell from Nutshell

Austin V.

Small-Business (50 or fewer emp.)

3/15/2024

"Perfect CRM for Automotive Software Sales"

4.5/5

What do you like best about Nutshell?

There are a few features I enjoy within Nutshell one of my favorites is the ability to display tasks and activities and check them complete through the dashboard. I enjoy the way companies, people and leads are separated and how easily you can navigate them. Its also convienent how easy it is to edit / modify the information. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The only thing I dislike about Nutshell is when you click on a person that is not assigned to you, and you dont have admin access, it redirects you to the people page. It's not a big deal, but the issue is it does not explain to you why you were redirected. It took a long time to figure that out 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 experience with Nutshell, Austin! We're glad to hear Nutshell is helping you organize your contacts, activities and tasks and save time. Happy Nutshelling!

Best,

Jewell from Nutshell

Verified User in Education Management

Small-Business (50 or fewer emp.)

5/14/2024

"Easy to use"

4/5

What do you like best about Nutshell?

I love that I can easily import and export data into Nutshell. It makes tracking the membership data of my customers much easier! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I appreciate that Nutshell was originally developed as a tool for sales professionals to track leads and coversions. However, as a non-profit, membership organization, many of the tutorials and articles posted don't meet my needs. I realize that I am not using the tool as designed and so this is not a true complaint but more of a wish. Review collected by and hosted on G2.com.

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

My true purpose isn't listed. Nutshell helps me track the last time a member purchased and membership and when it needs to be renewed. I can easily run reports and make mass changes to data using the tool.

While I have attempted to integrate with Quickbooks, I have not been successful in being able to pull the needed data and rely instead on imports and exports. 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 able to track your customers' membership data and run reports using Nutshell's features!

If you're running into trouble with integrating Nutshell with QuickBooks, these support articles may be able to help: https://support.nutshell.com/en/articles/8429063-create-quickbooks-invoices-from-nutshell-leads and https://support.nutshell.com/en/articles/8429042-add-your-customers-from-quickbooks-to-nutshell.

We also offer an integration solution called AppConnect (free for most teams!) where our integration team will set up and monitor a custom integration for you to ensure you can pull the data you need into Nutshell! Learn more here: https://www.nutshell.com/appconnect.

As always, our support team is ready to assist you with any questions or needs you have!

Best,

Jewell from Nutshell

T. H.

Customer Care

Small-Business (50 or fewer emp.)

3/13/2024

"Nutshell Helps"

4.5/5

What do you like best about Nutshell?

It makes it easy to communicate with my team and to keep detailed notes about my client's projects. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It has some glitches. When you try to click on notifications it won't take you to the notification unless you are in the Dashboard tab. Also, it can be glitchy sometimes. I also wish it would allow me to swap to a different tab in my internet browser without closing my unfinished data (for example-- if I'm trying to type a clients address into nutshell it will save the street address I typed in before swapping to a different tab, but I have to reclick on the address to continue adding the extra information like zipcode or city) It's not a huge deal, but it's annoying. 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 experience with Nutshell, T.H.! We're glad to hear Nutshell is helping your team keep track of client data, projects, and team communications!

Our support team would be happy to work toward a solution for the issue you're experiencing with notifications! You can contact them by clicking the "? Help" button in the sidebar of your Nutshell account. And I'll be sure to share your feedback about saving unfinished data entry with our product team!

Best,

Jewell from Nutshell

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

5/9/2024

"Great Customer Service"

4/5

What do you like best about Nutshell?

We're leveraging the automation features Nutshell offers within our sales pipeline and have also started integrating our marketing processes to their platform. We encountered an issue with some notification settings not functioning as expected, but their support team was attentive and proactive, even involving the programming team to resolve any suspected issues. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I think Nutshell’s marketing-focused upgrades are still relatively new and somewhat limited in terms of customization, particularly when considering the ratio of contacts to allotted monthly emails and the ability to code unique embedded forms. However, the convenience of integrating sales funnels with marketing flows, coupled with their fantastic support team, makes dealing with these limitations worthwhile. Review collected by and hosted on G2.com.

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

Nutshell has been instrumental in collecting new sales leads and tracking communication events, automatically creating leads and building detailed profiles that enhance our ability to organize leads and ensure no opportunities are missed. Its comprehensive tracking features allow our two-man team to monitor all communications and outreach, maintaining informed and personalized follow-ups that streamline our sales process. This functionality boosts our conversion rates by enabling more targeted and timely engagements with prospects, keeping us fully aware of each interaction's status and the information yet to be conveyed. 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 experience with Nutshell! We're glad to hear Nutshell's automation, marketing, and lead tracking features are helping your team achieve better conversion rates and build more productive customer relationships! We're always working to make Nutshell the best CRM for our customers, and I'll be sure to pass along your feedback about customization options in Nutshell Campaigns.

All the best,

Jewell from Nutshell