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

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Jeremy N.

Founder

Small-Business (50 or fewer emp.)

2/8/2024

"Great Value CRM"

4/5

What do you like best about Nutshell?

1. If you are a small business (1-5) Nutshell is the perfect blend of affordability and functionality

2. The UI is simple to use and the onboarding process is relatively easy

3. Customer support is pretty good. I have had questions and they are fast to respond

4. The features are ok, not great. I do like the ability to create assets that I include as part of the deals that I create. I do like how it shows the last time you connected with a client or listed in order so I know who to call. I also like how I can pre-schedule follow-up messages to companies.

5. The note section is fairly easy to use and easy to input notes on clients.

6. I like the integration with my email so anytime I email a client or prospect, it's logged in Nutshell Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

1. How you have CREATE a Lead even though you already have the LEAD as a contact is a waste of time. Let's say you have a potential client that wants to move forward with an agreement. You have to create them AGAIN to advance them to a lead phase. That seems very redundant and a time-waster to me.

2. The scheduling function is clunky and weird. If I schedule myself to follow up with a prospect via phone call, it schedules it as a phone call. I don't know if the client got the reminder I put in or not. That created a lot of chaos and anxiety as I don't want a prospect to know when I will be reaching out to them again.

3.Email syncing randomly stops working making your CRM data outdated if you email your prospects. ZERO notification that it stopped working. 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, Jeremy! We're glad to hear Nutshell is helping you track and automate outreach, keep track of notes, and stay connected with your clients!

Sorry to hear your email stopped syncing! This support article provides some steps for getting it up and running again: https://support.nutshell.com/en/articles/8428890-my-email-or-calendar-sync-stopped-working-what-should-i-do.

Additionally, your contacts should not receive notifications of any activities you schedule with them in Nutshell—unless you're scheduling online meetings using Nutshell Scheduler. If you have any questions about scheduling activities or meetings, our support team is here to help!

Cheers,

Jewell from Nutshell

Joanna S.

Small-Business (50 or fewer emp.)

2/8/2024

"Easy to learn and use CRM"

5/5

What do you like best about Nutshell?

After switching from Hubspot to Nutshell, we felt immediate relief. The learning curve, ease of use moving our contacts and leads over, and integrating it into our current website was made easy. I've had questions throughout my usage for customer support and always recieved a prompt response with a fix for my issue. We use Nutshell every day amongst 5 staff members and rely on it to keep track of our leads and also use Nutshell forms on our website which works flawlessly. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I don't have any issues with Nutshell. The only feature that I wish was made better is to have their calendar booking feature more like VCITA. We use that on our webite and need multiple options for multiple employees to schedule appointments and it would be nice if they had that ability. 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, Joanna! We're happy to hear Nutshell is easy for your whole team to use and is helping you track leads and easily collect information from form submissions!

And our Scheduler tool allows you to create new co-hosted meetings or to add co-hosts to existing meetings! You can learn how to do so at our support article here: https://support.nutshell.com/en/articles/8428989-nutshell-scheduler-effortlessly-plan-schedule-and-manage-meetings-in-nutshell.

Best,

Jewell from Nutshell

Susana F.

Public Speaker, Conference Workshop Presenter

Small-Business (50 or fewer emp.)

2/8/2024

"Everything I Need in One Place"

4.5/5

What do you like best about Nutshell?

I'm a Constant Contact user, and it directly integrates with that tool. It also fully integrates with my Microsoft 365 Email and Calendar. So - a new person is introduced to me via email, I use the Outlook Add-In to click and add that person to Nutshell. Then I go into Nutshell and send them one of my many email message templates. I create custom fields to help me run queries. And truthfully my favorite feature is that when I email a contact from Nutshell I can see whether they read my message, and how many times. That's worth more than the price. It's easy to use and I've spoken to their friendly and helpful customer support team. It's easy to integrate into my key tools. Great price for all of the above and more. I'm a happy camper. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I haven't run into issues so far. They recently changed how I can bring in the contact's picture into their record, but it's a quick workaround. There's nothing happening that would make me switch to another product. Review collected by and hosted on G2.com.

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

I need to track who I spoke to, what we discussed, when't the last time we connected, and what is the nature of our relationship. More importantly, I use it to segment members of groups that I run and message the groups individually, on a regular basis. The email templates allow me to speed up my work beautifully. 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 feedback about Nutshell, Susana! We're excited to hear Nutshell is integrating well with your other software tools and that you enjoy being able to see how many times a customer read your email. Thank you for sharing how Nutshell is helping you accomplish more, and we look forward to seeing how it helps you continue growing your business!

Best,

Jewell from Nutshell

Verified User in Health, Wellness and Fitness

Enterprise (> 1000 emp.)

1/23/2025

"Very good CRM platform."

5/5

What do you like best about Nutshell?

Really helps me stay organized and set reminders to follow up with customers. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Product amount when creating a lead. When selling diffenrent products, it does not allow you to distinguish a different price per product. 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 Nutshell is helping you stay organized and follow up with customers in a timely manner!

You can configure different prices for the products you're selling under Company Settings > Organization > Products. Learn more at our support articles here: https://support.nutshell.com/en/articles/8429020-create-products-to-track-the-value-of-your-leads and https://support.nutshell.com/en/articles/8428945-how-to-track-the-value-of-your-leads-and-measure-your-sales-using-products.

All the best,

Jewell from Nutshell

Charlie (Buck) R.

Founder & CEO

Small-Business (50 or fewer emp.)

7/3/2024

"Founder & CEO"

5/5

What do you like best about Nutshell?

Nutshell is easy to get started, use immediately, and get operational quickly. The ability to customize has allowed us to tailor it to our business over time and get even more value form it. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

We currently cannot bulk change records based on some custom fields. 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 review of Nutshell, Charlie! Our team is glad to hear that Nutshell's customization features have given your team a lot of value and enabled you to reach more prospects and stay on target for generating new leads.

I've also shared your request for the ability to bulk edit based on custom fields with our product development team. We keep track of feature requests from our customers and may work them into a future update based on volume. Thank you for taking the time to consider how Nutshell could help your team perform even better!

All the best,

Jewell from Nutshell

Verified User in Human Resources

Small-Business (50 or fewer emp.)

10/10/2024

"A user friendly and complete CRM software for your business"

4.5/5

What do you like best about Nutshell?

Really easy to use, and the contact/company management for duplicates is really nice. The automatic format for the phone number is way superior than hubspot. The customer support is neat. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Search engine through the platform is not as performant as Hubspot where youy can find every single word through your searches 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 Nutshell is helping your team track leads and sales, and that you've found features like duplicate detection helpful for your team!

I also appreciate you sharing your feedback about Nutshell's search feature. Our team has some updates in the works that will address your concern, so be on the lookout! We are always working to make Nutshell the best CRM for our customers, and your feedback is important to us as we plan for future enhancements.

All the best,

Jewell from Nutshell

Verified User in Renewables & Environment

Small-Business (50 or fewer emp.)

11/11/2024

"Great CRM"

5/5

What do you like best about Nutshell?

Lots of customization, with custom fields to manage in a way that works for our company Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Cant do analysis on these custom fields, can't make bulk changes for them 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's custom fields are helping you manage your company's data.

As to reporting on custom fields - you can filter by your custom fields in any Nutshell reports, to see which custom fields your sales, losses, new leads and more have in common. You can learn more here: https://support.nutshell.com/en/articles/8428976-nutshell-reports-overview

I also appreciate your feedback about bulk changing custom fields. Our team is always working to make Nutshell the best CRM for our customers, so I've passed along your feedback to our product team for consideration in future updates.

All the best,

Jewell from Nutshell

Pri S.

Co-Founder

Small-Business (50 or fewer emp.)

6/18/2024

"Keeping our leads updated is simple"

5/5

What do you like best about Nutshell?

Nutshell is pretty easy to set up and use. The email templates are cool because you can change them and add stuff, which is really helpful. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The only thing I don’t like is if you need more than one sales process, it doesnt let me without an upgrade 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, Pri! We're glad that you've found Nutshell easy to use and are enjoying features like email templates. We're excited to hear that Nutshell is the right solution for your needs and budget!

All the best,

Jewell from Nutshell

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

11/9/2023

"powerful and well designed CRM"

4/5

What do you like best about Nutshell?

The depth of features, meaning we can use it as a way to store contacts but also to organize marketing and company communication Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It can be slow or confusing at times to use 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's contact management and communication features are helping your team work more efficiently! And if you have any questions about specific workflows in Nutshell or how to accomplish tasks for your business, please reach out to our support team and they will be happy to assist you!

All the best,

Jewell from Nutshell

Verified User in Consumer Goods

Mid-Market (51-1000 emp.)

10/17/2024

"Efficient and User-Friendly CRM for Growing Teams"

4/5

What do you like best about Nutshell?

User-friendly interface

Easy-to-use pipeline management

Strong collaboration features

Helpful reporting tools

Good integrations with other tools Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Limited customization options

Mobile app could improve

Lacks advanced automation features

Custom reporting has a learning curve 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 manage your pipeline, collaborate, and integrate with your other business-critical tools!

I also appreciate you sharing your feedback about customization, Nutshell's mobile app, automation features, and custom reporting. We're always working to make Nutshell the best CRM for our customers, so I've shared your feedback with our product team and we will take it into consideration when planning future updates.

All the best,

Jewell from Nutshell