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 Wholesale

Mid-Market (51-1000 emp.)

7/9/2024

"Nutshell is great"

5/5

What do you like best about Nutshell?

I enjoy customizing my homepage to see where I stack up with my coworkers - and seeing roughly where I should be compared to them. I use it every day I work, and honestly find it enjoyable to log a big order, new prospects, etc. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I am typically not a fan of customer support bots, and would instead like to speak with a human for the occasional issue that comes up. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thanks so much for sharing your positive experience using Nutshell! We're glad to hear Nutshell is helping you track your sales and making managing your orders and prospects more enjoyable!

While we use AI to assist our team with an inflow of customer support requests, customers always have the option to skip the chat bot and speak directly with our team if needed! Feel free to ask for a human as soon as you open the chat, and our team will be happy to help as soon as they're able.

Thank you for sharing how Nutshell is helping you and your team track sales! All the best,

Jewell from Nutshell

Magnus S.

Small-Business (50 or fewer emp.)

3/20/2024

"Easy to use and no fuss CRM + marketing for SME"

5/5

What do you like best about Nutshell?

It's easy to use and includes mail marketing and a scheduler for customers to book meetings (integrated to Gmail/Calendar). The mail automation is fantastic.

I also use the notification (integrated to Google Notification) to remember to contact customers and do out reaches.

I use it daily, and the customer suport is outstanding and friendly :) Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The only thing that sometimes glitches is the payment with card. I'm situated in EU and for some reason the card transaction sometimes fails. 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, Magnus! We're excited to hear how Nutshell's contact management, email marketing, and meeting scheduler features are helping your team grow!

Best,

Jewell from Nutshell

Matt H.

Small-Business (50 or fewer emp.)

3/7/2024

"I've already recommended it!"

5/5

What do you like best about Nutshell?

As most 'senior' account mangers, I've worked with several CRM's including Dynamics, Salesforce, and Tigerpaw to name a few. Nutshell is super easy to use and flexible. It's 100% what you put into it, so the more data, the more follow ups, the better. I use it everyday. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It's almost a little too flexible or forgiving. It would be nice to have 'forced fields' so that certain fields were required before you can move out of a data field.

Support used to be much better. Now we send an email and have to wait for responses. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you so much for sharing this positive feedback about Nutshell, Matt! We're excited to hear Nutshell is easy for your team to use and helps you manage interactions with customers!

And good news! Admins in your Nutshell account can create required fields when your team is adding a new person, company, or lead! Learn how here: https://support.nutshell.com/en/articles/8428919-customize-your-add-new-dialog-for-companies-people-and-leads. Our support team is also available via live chat from the Help section in your Nutshell account!

Best,

Jewell from Nutshell

Stephanie D.

Small-Business (50 or fewer emp.)

12/7/2023

"Nuts about Nutshell"

5/5

What do you like best about Nutshell?

Nutshell is so easy to use. I am new to the sales world and the previous CRM that we were using was so confusing and tedious. I felt like I was not being efficient with my time or able to keep up with notes and updates for my profiles. But with nutshell they make it so easy. Everything is separated into categories and there's 24 hour help and videos if needed. I use nutshell everyday and can say that my notes and time management have exceeded expectations. I can even lay out different categories on my dashboard for easy to find things. Without having to go through a lot of different hoops. I recommend nutshell to any business starting off and feel overwhelmed by how many CRM's are out there. The implementation is direct and simple. And allows you to set your own pipelines. Nutshells integration if made for you as a business not for them. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

If you have a lot of accounts it tends to lag. Making it frustrating sometimes when you are trying to update accounts. Email portal sometimes glitches Review collected by and hosted on G2.com.

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

With each dilemma that has come up. Whether it be with the emails, storage space, or whatever concern is brought up. They have been nothing but helpful about getting us through it. With live support you can talk to someone when you need to . But they are also available to set up virtual meetings to go over any concerns the user has. And works hard and taking feedback and trying to integrate it with their app. Review collected by and hosted on G2.com.

Simone M.

Founder

Small-Business (50 or fewer emp.)

6/24/2024

"Quick and Easy"

5/5

What do you like best about Nutshell?

The app is very user-friendly, and the website is simple to fill out. The dropdown boxes make it quick to input information actually. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Sometimes the information you add doesn’t transfer to the website. 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 about Nutshell, Simone! We're glad to hear you're finding the app and website user-friendly and that you're saving time filling it all the essential information you need in your CRM! And thank you for letting us know about the discrepancy between the mobile app and website—I've notified our product development team so we can work toward a solution in the future.

All the best,

Jewell from Nutshell

Verified User in Wholesale

Small-Business (50 or fewer emp.)

10/10/2024

"Nutshell Review"

4.5/5

What do you like best about Nutshell?

very user friendly and can customize it to your needs as a company/team Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The dashboard can sometimes take awhile to load 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 easy for you to customize for your team and company, and that it's helping you track communication with contacts!

All the best,

Jewell from Nutshell

Claire E.

Small-Business (50 or fewer emp.)

2/8/2024

"Simple, Straightforward and Intuitive CRM"

4.5/5

What do you like best about Nutshell?

Nutshell is an effective tool for all customer relationship manangement. It is easy to build and maintain a sales pipeline in the system and allows for easy access for all. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There are no real down sides of using Nutshell, other than when adding a new company, sometimes the system does not catch the state and city when the address is entered. It would be best to have seperate fields for address, state and city, so that the system correctly locates the company on a map. 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, Claire! We're excited to hear it's helping your team maintain your sales pipeline, track email communications, and access all the customer information they need!

We're always striving to make Nutshell the best CRM for our customers, so I'll pass on your feedback about new company address fields to our product development team!

Best,

Jewell from Nutshell

Don B.

Small-Business (50 or fewer emp.)

1/30/2024

"My journey combining Nutshell with our website"

4.5/5

What do you like best about Nutshell?

I like the APIs that are available to connect our website with the content that Nutshell can keep. The APIs are pretty robust to get our things to work. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I don't like that there is not someone I can call. Although chat seems to be ok - it can take a few minutes to get a hold of someone. And then, I don't know if they are going to get back to me using chat or email. 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, Don! We're happy to hear you've been able to use the APIs to connect Nutshell with your website!

Cheers,

Jewell from Nutshell

Ron R.

Owner

Small-Business (50 or fewer emp.)

7/24/2024

"Law firm owner easy to use"

4.5/5

What do you like best about Nutshell?

The UI is the best. Very easy to use web and mobile. I was able to get up to speed very quickly and without much frustration on my part. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Lacked some features that I eventually needed. My firm has grown and a full time marketer needed to do things to track inbound leads and text follow up etc. 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, Ron! We're glad to hear that you're enjoying Nutshell and that it was easy for you to set up and start using right away! And thank you for sharing your feedback about features you'd like to have. I'm so excited to hear that your firm has grown - congratulations! Would you mind providing some more details on what features you'd like to see in Nutshell?

All the best,

Jewell from Nutshell

Kathy F.

Executive Assistant, Marketing manager

Small-Business (50 or fewer emp.)

6/4/2024

"Nutshell is easy to use. Intuitive interface."

5/5

What do you like best about Nutshell?

It's quick to implement, and hit the ground running. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

When I upload docs to a customer's record, it does seem to take a bit longer than expected, but overall, it is not a detriment to choosing the software. 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, Kathy! We're excited to hear you're finding Nutshell easy to use and helpful for tracking communications with contacts. Happy Nutshelling!

All the best,

Jewell from Nutshell