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

Acuity Scheduling

Airtable

Apollo

Azure Identity Management

Dialpad AI-Powered Customer Communications Platform

Dropbox Sign (formerly HelloSign)

Intuit Mailchimp All-in-One Marketing Platform

Jotform

JustCall

KIT

Kixie PowerCall & SMS

QuickBooks Desktop Pro

QuickBooks Online

Quo

Quotient

RingCentral Contact Center

Seamless (formally Seamless.AI)

Shopify

SignRequest for G Suite

Vonage Business Communications

Webflow

WebFX

WhatsApp Business Platform

Zendesk for Customer Service

Zoho CRM

Zoom Workplace

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)

edit

Interactive Demo

edit

Try an interactive demo created by the software seller (right here on G2).

Try demo

G2 reviews are authentic and verified.

Here's how.

Lauren H.

Small-Business (50 or fewer emp.)

2/7/2024

"Love Nutshell! Easy to use and super Versatile"

4/5

What do you like best about Nutshell?

It is easy to manage customers and clients. I also love the flexibility of email campaigns and the ability to create different audiences right from the customer management system. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The only dislike about Nutshell is that when an audience unsubscribes from one email, they automatically unsubscribe from all communication. Review collected by and hosted on G2.com.

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

When people fill out our contact form on our website, their information automatically gets added to our CRM and adds them to an email audience, which allows for easy communication. It is also very easy to duplicate and create email marketing campaigns once you already have a few set up, as it is just copy and paste. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you so much for sharing your positive experience with Nutshell, Lauren! We're happy to hear Nutshell is helping you manage customers, add contact information from form submissions, and create flexible email campaigns from your marketing audiences!

Best,

Jewell from Nutshell

Verified User in Real Estate

Small-Business (50 or fewer emp.)

9/20/2024

"Useful if you know the extent of its potential"

3/5

What do you like best about Nutshell?

graphics, appealing to the eye, pretty easy UX Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

i feel like i'm only at the surface of unlocking the most efficient way to use it. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your review of Nutshell! We're glad to hear Nutshell is helping your team track accounts and leads, and that the user experience is appealing!

I also appreciate you sharing your feedback about still needing to learn Nutshell's full potential. Our team has created some guides to help you get started, like our Onboarding Guide to Nutshell (https://www.nutshell.com/lp/self-onboarding-guide) and our Help Center (https://support.nutshell.com/en/). Feel free to explore those resources, and if you need additional help, support from our customer service team is free!

All the best,

Jewell from Nutshell

Colby P.

Owner

Small-Business (50 or fewer emp.)

11/9/2023

"Great easy to use product with excellent customer service support"

4.5/5

What do you like best about Nutshell?

I recently started using Nutshell, and it's been a game-changer for my business! The intuitive interface and robust features make managing contacts and deals a breeze. I love how it streamlines communication and keeps everything organized. Nutshell has truly elevated my workflow, and I highly recommend it to fellow entrepreneurs. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Honestly, after using Nutshell for a couple of months, I can't find anything to dislike. The platform has exceeded my expectations in every aspect. From seamless navigation to comprehensive features, Nutshell has made managing my business a pleasure. It's rare to come across a tool that leaves you without a single complaint, but Nutshell has managed to do just that. Highly satisfied! Review collected by and hosted on G2.com.

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

Nutshell has been a lifesaver for me in terms of managing a large number of leads effortlessly. Its user-friendly interface and efficient organization tools allow me to keep track of leads seamlessly. The automated reminders and customizable pipelines ensure that no lead slips through the cracks. Nutshell has significantly simplified my lead management process, saving me time and ensuring that I can focus on converting leads into valuable customers. Review collected by and hosted on G2.com.

Nancy L.

Owner

Small-Business (50 or fewer emp.)

11/8/2023

"Use of Nutshell in Tourism Industry"

4/5

What do you like best about Nutshell?

I like the options for creating it the way I need it to be: pipelines, custom fields. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Three Things:

1. I do not like not being able to set dates for my tasks. I'm stuck in the time periods Nutshell gives me and my time periods don't match those options. So unfortunately I've not found a way to use the tasks effectively which is really what I needed to be able to do. This is why I can't give it a 10 for referring to others.

2. I wish there were a summary box or something for every lead, person, and company. More than just notes - a box that would be shown at the top of each where I can put the most important details about them.

3. I also do not like that I can't edit notes. The nature of a note is to continue to add to it and revise it, and I can't do that in Nutshell. I have to make a brand new one and it gets lost since I can only pin one of them. Review collected by and hosted on G2.com.

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

Tracking the steps of a client's progress through my company. I don't just use it for sales- I also use it once the sale is completed and for the steps that follow. There are many steps in tourism. This is the reason I need to be able to set my own dates for things in the pipeline. They don't follow the options that are provided. Review collected by and hosted on G2.com.

Mike M.

Co-Founder | President

Small-Business (50 or fewer emp.)

10/3/2024

"Would have been a great choice as our CRM, but they Missed by not Having a LinkedIn Extension"

2.5/5

What do you like best about Nutshell?

Very easy to use and nice user interface Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

No LinkedIn extension to download or update contacts or companies. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

We appreciate you sharing your experience with Nutshell, Mike. We're glad to hear that Nutshell has been helping your team organize contacts and companies.

Regarding our LinkedIn integration, we do offer a connection that enables you to create and update contacts and companies across LinkedIn and Nutshell. You can learn more about the LinkedIn integration here: https://www.nutshell.com/integrations/linkedin. We also offer an integration with LinkedIn Ads that syncs your leads between platforms: https://www.nutshell.com/integrations/linkedin-ads.

If your team has different needs for a LinkedIn integration, our support team is happy to talk with you and work toward a solution.

All the best,

Jewell from Nutshell

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

6/12/2024

"Easy to use, great customer service via chat"

5/5

What do you like best about Nutshell?

The articles are very helpful as well as the AI bot chat feature. I like how easy the application is to use and set up. Very user friendly. I also like the add-on features, simple to add-on and use immediatly. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Downsize is I feel like they could improve on user functions, such as updating records (like merging duplicates), adding features to People that marks an unsubscribe option, Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your positive review of Nutshell! We're glad to hear you're finding the platform easy to use and are finding value in some of Nutshell's add-ons. And I appreciate you sharing your feedback about merging duplicate records, as we're always looking to improve Nutshell for our customers.

All the best,

Jewell from Nutshell

Mr. K S.

Founder

Small-Business (50 or fewer emp.)

7/6/2024

"Finally Time for some review :)"

5/5

What do you like best about Nutshell?

Nutshell is acutally quite easy to use. Plus their app and website are both user-friendly and besides the dropdown boxes helps us fill faster. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

We’re still learning some of the features. The only thing is the scheduler doesn’t let you add extra people when you set up a meeting Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your positive experience using Nutshell, Mr. K! We're glad to hear you're finding Nutshell easy to use and that it's saving your team time and resources!

And I've shared your request for the ability to add multiple attendees to a Scheduler booking with our product development team for consideration in future updates to Nutshell. We're always glad when our customers share feedback on how we could enhance Nutshell for their needs!

All the best,

Jewell from Nutshell

harry P.

Sales Mananger

Small-Business (50 or fewer emp.)

8/7/2024

"Great CRM which doesn't break the bank"

5/5

What do you like best about Nutshell?

Ease of use and the fact you get lots of featres! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

So far, nothing to didlike! The webpages sometimes take a little long to load and lag but not a massive issue. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your positive review of nutshell, Harry! We're glad to hear that Nutshell is easy to use and helping your team manage your contacts, sales pipeline, and marketing in one place!

All the best,

Jewell from Nutshell

Megan M.

Senior Director of Operations

Small-Business (50 or fewer emp.)

2/7/2024

"Quick customer service and tech help"

5/5

What do you like best about Nutshell?

Easy to use interface! Awesome integration tools. Keeps track of emails sent to clients very easily and syncs with our financial systems so there's never any questions about if a client received or didn't receive communication! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There have been some reports in the past that we couldn't pull but I think that's fixed now. I wish it wasn't so easy to click back to a previous stage, but I think that's more of a user error. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you so much for sharing your positive experience with Nutshell, Megan! We're so excited to hear your team is finding it easy to use and that it helps you keep track of communications and sales! We look forward to seeing how Nutshell continues helping you grow!

Best,

Jewell from Nutshell

Janelle S.

Small-Business (50 or fewer emp.)

10/19/2023

"I like using Nutshell for our marketing needs"

3.5/5

What do you like best about Nutshell?

I've really like using Nutshell from a marketing standpoint. The blasts we create are attractive and easy to update and manipulate. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

We've had some issues with our marketing eblasts showing up the same on desktop and mobile. We had a trial/error period to perfecting that and it took a several tries to create templates that are easy to update and also show up the same every time. The audience upload is a little difficult. I wish there was an easier way to upload and trust the contacts to go to the correct audience instead of having to go in after an upload and identify audience(s). I also find it strange that I have two of my emails in the audience, but only my personal email receives eblasts from nutshell. I've heard from other collegues that they also do not receive nutshell emails in their company inbox. And we have had some issues with too many people (really it takes only two) being in nutshell at the same time and edits/additions not going through because more than one person is in the system. We've had to come to a point where one person owns the program and we need to make an announcement for everyone else to log out - that is especially hard for big, important marketing announcements where leadership as well as our team needs to edit, review, and approve. Review collected by and hosted on G2.com.