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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Michael H.

Mid-Market (51-1000 emp.)

2/15/2024

"Efficient and Reliable CRM"

5/5

What do you like best about Nutshell?

Our users can access Nutshell in the cloud via their desktop browser or via mobile app. We also utilize Zapier connectors to tie in our D2D activity from SalesRabbit (works flawlessly). The ease of exporting lead data allows for easy ad hoc reporting. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I would like for the reporting on the mobile app to match the date ranges on the desktop. For example, the mobile app lets you see sales for "last 30 days" when we need it for "current month". It would be nice to have the dashboard on the app match the configuration of the desktop as well. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing the positive feedback about Nutshell, Michael! We're glad to hear Nutshell's integrations through Zapier are helping your team accomplish mission-critical tasks!

I also appreciate your suggestions regarding our mobile app's reporting capabilities. We're always striving to make Nutshell the best CRM for our customers, so I'll pass on your comments to our product development team.

Cheers,

Jewell from Nutshell

Mark F.

Small-Business (50 or fewer emp.)

3/6/2024

"You'd be Nutty NOT to choose Nutshell"

5/5

What do you like best about Nutshell?

Its intuitive. Its great value. Support is excellent. We have tried a lot as an SME but Nutshell strikes the right balance for us. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I'd like to see a few more automations , not just sequenced emails, but triggered tasks etc, based on customer interaction.

I'd also like to see them relaize the world is bigger than USA. When looking at web traffic we only see a US map. 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, Mark! We're glad to hear Nutshell is intuitive for your team!

We're always striving to make Nutshell the best CRM for our customers, so I'll share your feedback about automations and website visitor tracking with our product team!

Best,

Jewell from Nutshell

Verified User in Computer Software

Mid-Market (51-1000 emp.)

2/8/2024

"Nifty CRM with good marketing functions"

4.5/5

What do you like best about Nutshell?

I use nutshell as part of some client work with a major pro tech brand and have been mostly impressed by the Marketing suite. Although my main function and use is in email marketing, the ability to build out lists, check customer status and identify opportunities and decision-makers, and to get a more holistic view, without getting bogged down in the detail has been very impressive. Some of my other clients use tools that are far too big and cumbersome, which has led me to recommending nutshell to other clients of a similar size. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

For my purpose, there have been no downsides, apart from the fiddly nature of building lists to then send emails to. Once you have the hang of it, it is okay, but you do need to get in the rhythm of creating audiences which can baffle new users. Review collected by and hosted on G2.com.

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

While for some emails, we use a dedicated HTML builder, when we speak to current clients, or lost clients, we would like to be able to track right down to an individual level. Nutshell allows us to do this and really target specific individuals. It also allows us to import html code from elsewhere, so we have the best of both worlds. 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! We're happy to hear Nutshell is helping you improve your marketing strategy and get a better picture of customer status. And we so appreciate you recommending Nutshell to others who might find the marketing suite useful too!

We're always striving to make Nutshell the best CRM for our customers, so I'll pass along your great feedback about creating marketing audiences to our product development team!

Best,

Jewell from Nutshell

Jorge P.

Director of Strategic Partnerships

Small-Business (50 or fewer emp.)

7/23/2024

"Fast and Easy to Use"

5/5

What do you like best about Nutshell?

Easy navigation and flow throughout the sales process. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Use of emailing or calling contacts within the contact screen 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, Jorge! We're glad to hear your team is using Nutshell to move more easily through your sales process! And we appreciate your feedback regarding emailing and calling contacts from the person page - we're always working to ensure Nutshell is easy for our customers to use, and your comments will be taken into consideration.

All the best,

Jewell from Nutshell

Isabel O.

Operations Manager

Small-Business (50 or fewer emp.)

2/8/2024

"A lot of Potential, Pretty Useful, Great Support Team"

3/5

What do you like best about Nutshell?

Nutshell offers numerous valuable features that enable our organization to effectively manage our client contact information. While the email marketing functionality is beneficial, there may be opportunities for enhancement to further optimize its utility. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The aspects of Nutshell that I find less favorable pertain to the absence of specific features related to email marketing, i.e. you cannot send from one email, and have replies sent to another, you cannot see how many emails are sent to spam, and we have been running into issues with emails bouncing (even with us knowing for sure the email is active). Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing how Nutshell is helping your team organize contact information, Isabel! We're always striving to make Nutshell the best CRM for our customers, so I'll share your suggestions regarding our email marketing features with our product development team!

Cheers,

Jewell from Nutshell

Stefanie P.

Small-Business (50 or fewer emp.)

4/15/2024

"Nutshell CRM for SMBs"

4.5/5

What do you like best about Nutshell?

I like the ease of use and ability to create your own reports, dashboards, client views, and communications all in one place. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The reports aren't as powerful as those from a bigger CRM like SalesForce but gets the job done. 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, Stefanie! We're happy to hear you're using Nutshell to organize customer records, communications, and deliverables! And we're always striving to make Nutshell the best CRM for our customers, so I'll pass along your feedback about reporting capabilities to our development team!

All the best,

Jewell from Nutshell

Steve C.

Owner

Small-Business (50 or fewer emp.)

8/8/2022

"Finally a CRM that a sales team loves and is simple to use!"

5/5

What do you like best about Nutshell?

The hardest part about CRMs for us in the past was the buy in from our sales team. The complexity and design just never inspired them to see it as the "source of truth" we hoped for. Not with Nutshell. Our team enjoys using it, finds it simple to navigate and as a result they actually use it! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Originally it was the lack of integrations but now with Slack showing everyone when we win a deal and built-in forms for advertising it seems like the downsides are dissapearing quickly. Review collected by and hosted on G2.com.

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

The biggest problem Nutshell is solving for us is organizing sales info. Knowing who talked to who, when, results, etc really helps us find our success. We can see where most customers drop off and learn how to make our processes better. It's also great when reassigning customers to a new rep because all the info is there and it's really simple. Review collected by and hosted on G2.com.

sara j.

SEM Specialist

Small-Business (50 or fewer emp.)

7/23/2024

"Budget Friendly"

5/5

What do you like best about Nutshell?

It's easy and user-friendly, plus the support team is fantastic. Whenever I have an issue, I just shoot them an email, get clear steps to fix it, and they even check back to make sure it's sorted. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The only thing is the scheduler doesn’t let you add more people when you set up a meeting 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, Sara! We're so glad to hear you're enjoying Nutshell and that our support team has been helpful in getting things sorted out for you!

And good news: Scheduler does allow multiple attendees now! The feature is turned on by default for all new meetings created, but for older ones you'll need to turn it on manually. You can learn more in our Scheduler support article here: https://support.nutshell.com/en/articles/8428989-nutshell-scheduler-effortlessly-plan-schedule-and-manage-meetings-in-nutshell

Thanks again Sara, and happy Nutshelling!

Jewell from Nutshell

Craig W.

Small-Business (50 or fewer emp.)

1/28/2024

"Powerful, yet affordable, CRM for companies utilizing a next-action sales process"

5/5

What do you like best about Nutshell?

Nutshell CRM is an excellent solution that offers powerful yet easy-to-use sales process automation functionality. While we are a newer company, we sell to larger companies, so we have a longer and more complex sales cycle. Accordingly, we needed a CRM that was built for a stage-by-stage B2B sales process. Since our prospective customer and sales account targets are of high value, we utilize the next-action sales process. Which Nutshell is a perfect fit for, so that no leads in our sales process can slip through the cracks or allow the sales rep to skip sales process steps.

Additionally, we wanted to have marketing functionality available with our CRM of choice, such as email marketing and landing pages, but didn't want to have too many add-ons or features that we don't need, which makes the CRM software too confusing to configure. If you're looking for a CRM that is easy to use, feature-rich, and offers exceptional value for money, the Nutshell CRM is an excellent choice. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It would be helpful if Nutshell offered more professional services to assist us in connecting Nutshell to other software products, such as our accounting system. Since we are a newer company, and don't have the time to do this ourselves. 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 your experience with Nutshell, Craig! We're excited to hear it's supporting your next-action sales process and helping you keep leads from slipping through the cracks!

If you're interested in getting assistance connecting Nutshell to the other software in your tech stack, you may be interested in our AppConnect add-on. With AppConnect, our team will integrate Nutshell with the software you're already using and maintain the integration for you. You can learn more about AppConnect here: https://www.nutshell.com/appconnect.

Sincerely,

Jewell from Nutshell

Verified User in Real Estate

Small-Business (50 or fewer emp.)

4/12/2024

"A Great CRM Platform with Exceptional Customer Support"

5/5

What do you like best about Nutshell?

Nutshell is very easy to use, and very well documnetd for those feature that require a little deeper understanding of the system. Customization is easy and wide ranging. Lot of inteagrations are available through Zapier. Reporting features are great and well customizable. The only thing that is better than the platform irself is the customer service. A small group of experts who will go out of their ways to make sure that your issues are resolve. Most of my issues were just learning how to use certain features. Overall, awesome tool, great team. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I don't dislike anything about Nutsell. So far I haven't found downsides. 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 easy to use and customize for your team! And thank you so much for your kind words about our customer support team!! Happy Nutshelling!

Best,

Jewell from Nutshell