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

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(82)

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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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Jill C.

Small-Business (50 or fewer emp.)

10/4/2023

"Outstanding"

5/5

What do you like best about Nutshell?

Really easy to get in touch with support. I have been able to build a CRM that makes sense for me and my buisness. I am able to use this everyday and with the app on the go. I am not the most tech savvy perosn, but uploading my contacts was easy and I had help from a Nutshell employee. It was very easy to integrate my email. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

No matter the plan you can only send out 150 bulk emails. 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, Jill! We're happy to hear it's helping your team keep clients from slipping through the cracks and that you find Nutshell easy to use, even on the go.

All Nutshell customers can send 150 bulk emails for absolutely free, and if you find your email marketing needs are growing, you can add Nutshell Campaigns to your team's plan. Learn more about our email marketing platform here: https://www.nutshell.com/marketing. We're excited to see how Nutshell keeps helping your business grow!

Best,

Jewell from Nutshell

Alex L.

Owner

Small-Business (50 or fewer emp.)

10/8/2023

"Nutshell CRM: It's simple, powerful, and amazing"

5/5

What do you like best about Nutshell?

I love how simple it is - it took no time at all to become relatively proficient. I also feel that for the price, it is probably the most cost effective solution out there. The value is 10/10 and unless an organization has some pretty high end needs, I think that the product is a good fit for the overwhelming majority of small businesses. I'm not sure if it would meet the needs of a mid size organization - but it's definitely worth evaluating. I'm thankful that it was recommended to me by a current Nutshell user. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The only company that they can "recommend" for additional support/guidance is their parent company. I had to find a Nutshell CRM expert on my own to help implement some things that I couldn't figure out by myself. I wish they offered paid, hourly support or could recommend someone who offered smaller monthly packages. Review collected by and hosted on G2.com.

Jennifer K.

Director

Small-Business (50 or fewer emp.)

4/15/2024

"Easy to use!"

4.5/5

What do you like best about Nutshell?

Nutshell has an all in one solution. We are able to keep information about our customers, end eblasts, and see the history of all the interactions with our customers. The forms work well on our website and collect data so we don't have to do any double entry. And the reports are easy to run. Nutshell is a huge improvement on the previous CRM we were using. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Currently I haven't had staff complain about Nutshell. 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, Jennifer! We're so glad to hear Nutshell is helping you manage customer data, emails, web forms, and relationships!

All the best,

Jewell from Nutshell

Nancy P.

Small-Business (50 or fewer emp.)

1/15/2024

"Nutshell is great to work with!"

5/5

What do you like best about Nutshell?

We were looking for a simple, easy and inexpensive sales system to log accounts, and sales leads,etc. Nutshell has been nothing but accomodating. They are very easy to contact and chat with with on any questions I have had.There are so many more features they offer that we purchased that I havent delved into yet, like their email offerings which I am excited to utilize,after researching several companies we new they were going to fit our needs perfectly.

Nancy P. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I havent come across anything I do not like thus far. 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, Nancy! We're excited to hear that Nutshell is meeting your team's needs and helping you manage sales and leads! And we hope our email marketing features will be valuable to your outreach efforts!

Sincerely, Jewell from Nutshell

Verified User in Construction

Small-Business (50 or fewer emp.)

4/4/2019

"Complete Change for our business, FOR THE BETTER"

4.5/5

What do you like best about Nutshell?

We absolutely love the easy way to communicate with our clients and each other. We can collaborate, have eachothers back when needed, and see the pulse of what is going on in the company! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

We wish it was better tracking, tasking and logging communication AFTER a Sale is closed. It is great before a deal is "won" but after that emails end up on the person's file instead of the lead, we cannot auto assign tasks through the process before delivery or even follow up or thank yous. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

The Features to Cost Ratio makes it a no brainer, we have already referred one of our business partners and they haven't looked back either. Review collected by and hosted on G2.com.

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

We rarely miss a lead, we know where leads are coming from, who is working them, and what is next for that client. 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 it's helping your team improve communication and track all your interactions with leads!

When it comes to managing leads after you close a sale, Nutshell lets you set follow-through tasks and automate email drip sequences whether leads are won, lost, or cancelled. Learn how by reading our support article here: https://support.nutshell.com/en/articles/8429057-how-do-i-manage-my-leads-after-the-sale. We hope lead follow-through tasks will help your team get the most out of Nutshell!

Sincerely, Jewell at Nutshell

See how Nutshell improved

Hannah Y.

Small-Business (50 or fewer emp.)

12/7/2023

"User Friendly CRM!"

5/5

What do you like best about Nutshell?

I looked into a couple different CRM/Marketing softwares for my employer and this one caught my attention right away. I like how user friendly it is. It even has a "Nutshell Intelligence" where it offers information about the company you're adding, saving time adding information in. Customer support is also a huge plus. They offered one on one help, and plenty of videos to watch. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The ONLY downside is that sometimes Nutshell isn't up to date on the addresses/info on Nutshell Intelligence, but Google-ing the address to double check isn't the end of the world/ Review collected by and hosted on G2.com.

Joseph K.

Mid-Market (51-1000 emp.)

2/15/2024

"Nutshell allows my team to keep all our partners contacts in one place"

4/5

What do you like best about Nutshell?

Nutshell allowed our company to not only have one place for all our partners contact information, but also allows to add important comments and experiences that guide every team member who access that information Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The rating of a person or company is automatically calculated, instead of giving the user the possibility to rate 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, Joseph! We're happy to hear Nutshell is helping your team organize contact information and share important notes!

If you'd like to set a confidence level for new leads, you can do so when you create the lead. If you have more questions about lead confidence or ratings, our support team is ready to help you get set up!

Cheers,

Jewell from Nutshell

Verified User in Events Services

Small-Business (50 or fewer emp.)

8/26/2024

"Easy CRM that has what you need"

5/5

What do you like best about Nutshell?

clean interface that doesn’t overwhelm, intuitive design Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

customization options are somewhat limited, especially when compared to more robust CRMs. 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 interface is working for your team and helping you track leads for your venue!

We're always working to make Nutshell the best CRM for our customers, so we appreciate your suggestions about customization options too. I'll be sure to pass your feedback along to our product team!

All the best,

Jewell from Nutshell

Verified User in Hospitality

Small-Business (50 or fewer emp.)

1/16/2024

"Nutshell is easy to learn and an incredibly useful tool"

4/5

What do you like best about Nutshell?

Nutshell is really easy to learn. We use Nutshell daily to handle incoming leads and to onboard new members. As a tool, it's been incredibly useful for us. It has lots of features that work for our needs and even more. If you operate a larger team, it's very easy to share templates and notes to other users to ensure two people don't do the same thing. I've always received very thorough explanations from the customer support team. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There are a lot of features and we're a fairly small team so we don't need all of their features. 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 happy to hear it's helping your team organize leads and communications. We hope we can continue supporting your business growth!

Sincerely, Jewell from Nutshell

Verified User in Chemicals

Small-Business (50 or fewer emp.)

8/21/2024

"Nutshell"

5/5

What do you like best about Nutshell?

Nutshell makes it so easy to keep customer contact information. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I wish there was a daily report to print out. 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 helping you track customers and communications!

In your Reports section of Nutshell, you can filter any of your reports down to a specific day and download it as a spreadsheet for easy insight into your Nutshell data. Learn more at our support article here: https://support.nutshell.com/en/articles/8428985-save-share-and-download-reports.

All the best,

Jewell from Nutshell