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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Sabine T.

Digital Marketing Specialist

Marketing and Advertising

Mid-Market (51-1000 emp.)

1/22/2024

"The perfect CRM for every business"

4.5/5

What do you like best about Nutshell?

Nutshell is fantastic and serves multiple purposes. For example, it helps my company with prospecting, CRM support, routing and following up on leads, and a host of other things that contribute to happy customers and productive expansion. We are already using all of its features and capabilities thanks to its incredibly simple and easy to use interface. In addition, I really appreciate how well structured the program is; it greatly simplifies our work because all of our customer accounts contain all the pertinent information such as quotes, manifests and invoices. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

My main complaint is that it does not have the ability to automate some tasks that would be useful in terms of saving time and effort. Review collected by and hosted on G2.com.

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

It is perfect for companies that prioritize customer satisfaction, as its practical features greatly improve prospecting, sales pipeline, follow-up and recruiting. The interface is simple and the functions are uncomplicated, making it easy to learn and use. Tracking activities, opportunities and customers, and monitoring our sales performance has been a great tool for us. 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 feedback about how Nutshell is helping your team make your customers happy, Sabine! We're happy to hear you find Nutshell easy to use and that you're using features from activity tracking to lead follow-up! We're always striving to make Nutshell the best CRM for our customers, so I'll pass along your suggestion for increased automation to our product development team.

Sincerely, Jewell from Nutshell

Verified User in Retail

Small-Business (50 or fewer emp.)

9/11/2024

"Awesome, user-friendly CRM"

5/5

What do you like best about Nutshell?

I appreciate that it is super user-friendly to get started right away, but there is endless training and support available to get the most out of system as a whole. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There are small nuances that I wish was available, to include more AI features to make my job easier, but I imagine in time that may come available. 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 finding Nutshell easy to use with the resources you need to get the most out of the platform! And our team is excited that features like lead tracking and sales analysis are helping your team!

I also appreciate your feedback about having more AI features! Providing the most beneficial tools for our customers is a high priority, and including more AI in Nutshell is certainly a consideration for our product team as we continue enhancing the platform! Would you mind sharing if you have specific ideas in mind? We'd love to hear what features you'd like to see next in Nutshell!

All the best,

Jewell from Nutshell

Sagar S.

Small-Business (50 or fewer emp.)

1/16/2024

"Created from the ground up for SME!"

4.5/5

What do you like best about Nutshell?

Nutshell CRM is the backbone of our communications. They don't just add features for the sake of it; they make sure it fits well with how users work. The new add-ons make it great for marketing and communication. The pipelines are flexible and let you automate a lot of things. In a nutshell, Nutshell is easy to use, has lots of helpful features, and is good for marketing and communication. The support folks are very responsive and knowledgeable about their platform. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Not much. If I'm nitpicking, the additional marketing features can be priced cheaper. Review collected by and hosted on G2.com.

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

As a sales executive, I work with a team, and Nutshell is like a hub where we can all share information. It helps me connect with my team and get the input I need. The email and call features in Nutshell are smoothly connected with the CRM. This integration makes everything simple and easy for me to use. Our whole sales process is set up using Nutshell CRM. It's like the backbone of our work. With just a couple of clicks, I can generate reports and show how well I am performing. It saves me time and makes my job more straightforward. 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, Sagar! We're happy to hear Nutshell acts as the hub of your sales team and communications! And we're excited that our support team and integrations meet your needs!

Sincerely, Jewell from Nutshell

Jeremy S.

District Sales Manager

Machinery

Small-Business (50 or fewer emp.)

11/18/2024

"Great Product"

5/5

What do you like best about Nutshell?

I like how easy it is to use and that carries over to mobile devices. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

None. The product really covers all bases. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for your positive review of Nutshell, Jeremy! We're glad to hear that Nutshell helps you stay organized and is easy to use!

All the best,

Jewell from Nutshell

Amanda C.

Small-Business (50 or fewer emp.)

1/15/2024

"Easy to use!"

5/5

What do you like best about Nutshell?

As a small business Nutshell gives us the organization and documentation we need to stay on top without unecessary details to take time away from production. This was extremely easy to implement into our database and the integration of our existing contacts went smoothly. Nutshell is used on a daily basis with our marketing department. A few questions have come up during this transition of a new program and Nutshell has quickly answered and been dedicated to making sure we are able to use the program with optimization. We especially like that the email and LinkedIn features are so very compatable. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The filtering options could be a little easier to search, as with companies and names, it would benefit us to search by partial information. 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, Amanda! We're glad to hear Nutshell is helping your team stay organized and optimize your marketing strategy!

I also appreciate your suggestions about searching in your people and company lists, and I'll make sure to share your feedback with our product development team!

Cheers,

Jewell from Nutshell

Peggy B.

Small-Business (50 or fewer emp.)

5/13/2024

"Very customer oriented"

4/5

What do you like best about Nutshell?

Their ai chat box is very intuitive and if I can't figure out the answer from there, their support team is very friendly and responsive Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

You have to click on an opportunity to see close date. I wish close date was visible in the pipeline view as well Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive feedback about Nutshell, Peggy! We're glad to hear our support team has filled your needs and that Nutshell provides better visibility into your pipeline at the right price for your growing business!

To see close date in your pipeline view, your team can configure customizable lead board cards and select which fields display in that view! You can learn more at our support article here: https://support.nutshell.com/en/articles/9014137-make-your-lead-board-work-for-you-and-your-team.

Best,

Jewell from Nutshell

Jeff N.

Small-Business (50 or fewer emp.)

1/22/2024

"Important tool for a small team"

5/5

What do you like best about Nutshell?

We've been able to leverage Nutshell to connect with our website and help with our guerilla marketing. Nutshell is where all of our contact form leads from the website go to and it gives us a nice way to manage those and respond/track, etc. We've also been able to try out some targeted email marketing to try for some longshot contacts. It has been a good tool for us. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Our team is small and we aren't all necessarily in the same category of employee. Working in the paradigm of a 1 user/1 license is not always practical. It's not that difficult, but it is one area that would be simpler if we could not explicitly rely on one user/one license. 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, Jeff! We're so glad to hear it's helping your team pursue leads from contact forms and explore email marketing!

If it's something that would benefit your small team, we'll be launching a free marketing seat for Nutshell Campaigns customers that will let you bring your marketing team into Nutshell without paying for one license per user. You can read more about those plans in our Q1 2024 roadmap post here: https://www.nutshell.com/blog/q1-2024-roadmap. And keep an eye out for when it launches!

Sincerely, Jewell from Nutshell

Alexandre L.

Cofounder

Small-Business (50 or fewer emp.)

4/4/2019

"It has been smooth from the very beginning and we got great assistance from the Nusthell team."

4.5/5

What do you like best about Nutshell?

The fact that they are open to upgrade some items through time and they look into making it as user friendly as possible. They also keep us up to date with what's coming and we have to opportunity to communicate with them if needed. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

One of the thing that would find useful to change is how to have some users be able to acces the Pro package while others can stay at the basic. We don't necessarily all have the same needs of performance with Nusthell within our company so it could be interesting to separate those rates Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you so much for sharing how Nutshell is helping your team manage projects, Alexandre! We're always striving to make Nutshell the best CRM for our customers by updating our features and adding new ones, so we're excited to hear that you appreciate our efforts!

And thank you for your feedback about having some team members on a different plan! We will soon be launching a free marketing seat for our Nutshell Campaigns customers that will allow you to bring your entire marketing team onto Nutshell at no cost - so keep an eye out for that announcement! You can also adjust your team's permissions with role-based access controls, which you can read about here: https://support.nutshell.com/en/articles/8428893-customizing-user-access-in-nutshell.

Thank you so much for helping us continue improving Nutshell!

Sincerely, Jewell from Nutshell

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

8/16/2024

"Nutshell has been very helpful in allowing our team to better connect with our clients."

3.5/5

What do you like best about Nutshell?

Their white glove import service is great. As a startup, we keep things really simple, often using things like Google sheets and then changing them to the needed format (Excel, Adobe, etc.). We can put together a long list and get it to their team and they clean it up, check for duplicate entries and even ask our preferences as they go through the process. Definitely comes in handy. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It can be difficult to start an email drip campaign. The process isn't hard but it's not intuitive. 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 our white glove import service has been useful for your team, and that Nutshell Campaigns is helping you automate email marketing and better connect with clients!

And thank you for sharing your thoughts about starting an email drip campaign. We're always striving to make Nutshell more user-friendly for our customers, so we appreciate your feedback and will take it into consideration.

Happy Nutshelling!

Jewell from Nutshell

Esther U.

Small-Business (50 or fewer emp.)

4/30/2024

"Fantastic Customer Service"

5/5

What do you like best about Nutshell?

I have used many CRM services. Nutshell's customer service is hands down the best I have ever experienced. Any issue I have, Nutshell is there to help. Unlike some CRM services (looking at you, Monday.com), I don't have to pay for support. It's quick, easy and efficient. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

No lead scoring. And it's difficult to try to do it manually as I find the analytics from email campaigns to be clunky. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive feedback about Nutshell, Esther! We're so glad to hear Nutshell is helping you organize and market to your prospects. Thank you for the kind words for our support team! And we appreciate your feedback regarding lead scoring and email campaign analytics—I'll be sure to pass that along to our product development team.

All the best,

Jewell from Nutshell