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

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(82)

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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

(5)

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Verified User in Construction

Small-Business (50 or fewer emp.)

8/19/2021

"Very eay to work around this app"

3/5

What do you like best about Nutshell?

How easy it is to communicate with our staff and how easy it is to keep track of Jobs with the leads Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Not utilizing it yet to my full potential 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 you're able to collaborate with your team, track jobs with leads, and organize your data in one location!

If you'd like some more information on how to use Nutshell to its fullest, take a look at our Self-Onboarding Guide here: https://www.nutshell.com/crm/resources/self-onboarding-guide. Or you can also check out the Resources section on our website for links to our free downloads, sales process guides, playbooks, and more!

All the best,

Jewell from Nutshell

Liam D.

Small-Business (50 or fewer emp.)

3/6/2024

"An Excellent CRM for Small to Midsized Buinesses"

4/5

What do you like best about Nutshell?

The automatic emailing capability and lead tracking has been fantasitc for our buisness. Keeping our leads organized and progressed tracked has saved a lot of headaches. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The search feature can be lacking. But despite that the Nutshell team is always open to ideas and criticism. They have always been receptive my messages. Review collected by and hosted on G2.com.

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

Our issues have been keeping track and organizing our leads for customers. Easily able to lose track of everything on your plate. But Nutshell has kept us from forgetting clients. I mainly deal in RFQs. So despite not too much client interaction, we have made many custom fields and other options to keep track of due dates. We use the task feature a lot to help with remembering any issues. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you so much for sharing such great feedback about Nutshell, Liam! We're excited to hear how Nutshell's email automation, lead tracking, and due date tracking features are benefitting your team!

Best,

Jewell from Nutshell

Melissa R.

Sr. Business Analyst

Small-Business (50 or fewer emp.)

6/6/2024

"We love Nutshell!!!!"

5/5

What do you like best about Nutshell?

I like that Nutshell is always thinking about how to make their product better. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It would be helpful if they would be able implement changes a little faster than currently, but we understand it takes time to make them. 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 using Nutshell, Melissa! We're excited that your team has found Nutshell to be the perfect contact management solution for growing your business! We're committed to continually making the Nutshell the best CRM for our customers, and we appreciate your partnership!

All the best,

Jewell from Nutshell

Julia P.

VP Sales and Business Development

Small-Business (50 or fewer emp.)

11/18/2024

"Great product but has short comings"

3/5

What do you like best about Nutshell?

I really liked how the interface looked and how it worked Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I dont like that there was no Chrome Extension connection to it! Many competitors have it. 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, Julia! I'm glad to hear how you enjoyed using the Nutshell interface.

And good news: Nutshell does have a Chrome extension that enables you to track emails, create tasks, and write notes directly from Gmail! You can learn more at our support article here: https://support.nutshell.com/en/articles/8428899-chrome-extension-for-gmail. If you need any assistance setting up the extension, please reach out to our support team and they'll be happy to help!

All the best,

Jewell from Nutshell

Brandon H.

Small-Business (50 or fewer emp.)

3/6/2024

"An Excellent Database for All Your Business Needs"

5/5

What do you like best about Nutshell?

It is very easy to add in new companies and people. I use the app everyday to do this and it has compelelty streamlined our operation. We have had one of our sales represenatives make a trip based on the companies I have added into a specific state. Even using the Bcc email has allowed us to have people automatically added into our database without me having to worry about it. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I cannot edit a comment once I submit one under an activity. I usually have to copy what I had wrote if I need to change somehting before resubmiitng the changes. 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, Brandon! We're excited to hear Nutshell is helping your team streamline operations and manage relationships with customers!

We're always working to make Nutshell the best CRM for our customers, so I'll be sure to share your suggestion about being able to edit comments in the Nutshell timeline with our product team!

Best,

Jewell from Nutshell

Verified User in Construction

Small-Business (50 or fewer emp.)

2/18/2025

"Nutshell is easy to use and can handle a massive amount of contact data!"

4/5

What do you like best about Nutshell?

Nutshell is easy to use and can handle a massage amount of contact data! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nutshell is not as intuitive as other platforms and does require some traiing to become familiar with. 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 use and helpful for organizing your data and email marketing campaigns!

All the best,

Jewell from Nutshell

Laylani S.

CEO

Small-Business (50 or fewer emp.)

6/12/2024

"Awesome CRM at a Great Price - Loving Nutshell!"

5/5

What do you like best about Nutshell?

I’m a big fan of the customizable email templates,

Plus adding whatever you need actually makes things so much easier right

Plus afforable.

It mainly helps us keep leads organized and reports are good, easy to manage. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The only bummer is if you need to handle more than one sales process, you’ve got to upgrade to the professional version Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you so much for the positive review, Laylani! We're glad to hear you're enjoying Nutshell's customizable email templates and reports! And we're excited that Nutshell is bringing your business value!

Happy Nutshelling!

Jewell from Nutshell

Dan T.

Small-Business (50 or fewer emp.)

2/13/2024

"The Ultimate Customizable CRM Solution"

4.5/5

What do you like best about Nutshell?

Nutshell is the ultimate customizable CRM solution for your business. After evaluating multiple cloud-based CRM tools on the market, I found Nutshell to be the best feature-to-price offering available. Implementation is a scary word for most pre-existing businesses looking to integrate a net-new CRM platform, but the ability to fully customize fields, ease of data import and overall application aesthetics make it an easy system to use that powerfully compliments your daily operations. Customer support is fast and responsive. Nutshell also integrates with many other business tools that you are likely already employing at your business. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The only thing that I dislike about Nutshell is how the ongoing development and new features are rapidly increasing the platform's cost of usership. Expanding capabilities always mean increased cost, but to 2x or 3x your monthly subscription seems a bit steep. Review collected by and hosted on G2.com.

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

Nutshell provides a sleek, clean interface to better manage customer data in our customer-intensive service based business. It allows users to seemlessly pick up a call with a customer and have all relevant information at their disposal to sound well versed and educated in their service delivery. 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, Dan! We're so glad to hear Nutshell is supporting your daily operations and helping you communicate more effectively with customers.

Cheers,

Jewell from Nutshell

Verified User in Biotechnology

Small-Business (50 or fewer emp.)

12/12/2024

"Overall positive experience"

4/5

What do you like best about Nutshell?

Nutshell is fairly intuitive and makes sense in the leads section which I like Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Reporting section could be easier to use and sometimes when I add or change information nutshell is slow to update 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 intuitive and helpful for organizing leads and sales!

I also appreciate your feedback about Nutshell's reports and automatic updates. I've shared your thoughts with our product team for consideration in future updates.

All the best,

Jewell from Nutshell

Jim J.

President, Managing Partner

Staffing and Recruiting

Small-Business (50 or fewer emp.)

11/21/2024

"Basic platform. Gets the job done."

4/5

What do you like best about Nutshell?

Simple and easy to use. Like how easy it is to customize records. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Unable to scroll record lists when making phone calls or sending customized emails. Have to click the back button to scroll down the list to the next contact. 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, Jim! We're glad to hear Nutshell is helping you track sales and marketing efforts to your prospects! I also appreciate your feedback about being able to use multiple screens in Nutshell at the same time. I've shared your notes with our product team for consideration in future updates, as we're always working to make Nutshell the best CRM for our customers.

All the best,

Jewell from Nutshell