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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Daniel Impi Z.

Mid-Market (51-1000 emp.)

1/16/2024

"Nutshell is extremely user friendly with a GUI that is simple to use"

5/5

What do you like best about Nutshell?

How it integrates diffrent aspects email, scheduling and other featutes all i one platform makes customer relations an easy task Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I had a few challenges viewing contatcs I had uploaded because I was not an admin but this was resolved 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, Daniel! We're glad to hear that it makes customer relationship management and team communications a breeze!

Sincerely, Jewell from Nutshell

Allie G.

Small-Business (50 or fewer emp.)

9/7/2023

"Great for Keeping track of customer interactions!"

5/5

What do you like best about Nutshell?

The system is easy to navigate, especially using the filters, and I am easily able to look up contacts and keep track of which customers are in which stage of the sales process. Using the filters, I'm able to know which customers I have already reached out to this season, and which customers have purchased our product in previous years, and adjust my sales approach accordingly. The automated email sequence is also great for continuing contact with minimum effort on my part! Frees up so much time! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The automated email sequence doesn't stop if a customer reaches out to me via phone, and sometimes I forget to shut it off manually, which can lead to awkward interactions. Review collected by and hosted on G2.com.

Gordon S.

Small-Business (50 or fewer emp.)

12/7/2023

"Simple Customizable CRM"

5/5

What do you like best about Nutshell?

I have used many CRM's over my sales career. I found that Nutshell is simple, yet powerful enough to help you be successful. It isn't overwhelming. I picked it up immediately without training and was able to use it from the first time I signed on. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Sometimes there is a delay when updates are made to bsuiness information. I sometimes have had to wait a couple hours for information to update. Not very often though. Review collected by and hosted on G2.com.

Verified User in Farming

Mid-Market (51-1000 emp.)

6/11/2024

"Convenient"

4/5

What do you like best about Nutshell?

That it creates a sales agreement automatically. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Seems to glitch a lot and not work when it comes to auto generating sales agreements. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your experience using Nutshell! We're glad to hear Nutshell is helping your team track customer communications and notes!

It sounds like you may be having some difficulty with an integration you have between Nutshell and another app. Reach out to our support team (https://support.nutshell.com/en/articles/8428991-contact-nutshell-support) and we'll work to help resolve the issue!

All the best,

Jewell from Nutshell

Ahmed S.

Small-Business (50 or fewer emp.)

2/13/2024

"The Nutshell experience has been pleasant"

5/5

What do you like best about Nutshell?

We always have support from the entire Nutshell team and the updates they release constantly make the experience great! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I feel like there are some features that can be included in future versions that aren't there today - I hope the team implements these in the near future because it would make the platform even better! 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, Ahmed! We're glad to hear Nutshell is helping you organize your sales process and that our team has been helpful in getting you up and running! And we're always striving to make Nutshell the best CRM for our customers, so we welcome any suggestions you may have for the product!

Cheers,

Jewell from Nutshell

Tyler d.

Small-Business (50 or fewer emp.)

11/9/2023

"Finally found a CRM that works for us!"

5/5

What do you like best about Nutshell?

The best part about Nutshell is how customizable it is for our company as well as each user can customize how they view their dashboard and data. It also integrates great with 3rd parties like Quickbooks, Outlook, and RingCentral. It is a great tool for our small comapny without having to completely overhaul how we do things day to day. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Easy if you use csv. file to import data but is a little cumbersome if you need to enter it manually. Review collected by and hosted on G2.com.

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

Biggest problem it somes is giving us an organzied way or our sales team to collaborate and tracking our sales performance. It allows us to seamlessly pass a project from one person to the next without losing any data or ideas. It also helps us keep all of our communication and files in one place which makes it so much easier for every step of the sales process. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

4/15/2024

"Easy to use marketing features"

5/5

What do you like best about Nutshell?

I like that it's a CRM and Marketing software all in one. And their customer service is always very responsive and helpful. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I cannot think of anything I dislike 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 experience with Nutshell! Our team is excited to hear that Nutshell is helping you manage sales and marketing in one source of truth!

All the best,

Jewell from Nutshell

Verified User in Publishing

Mid-Market (51-1000 emp.)

3/7/2024

"Nutshell is Easy and Effective!"

5/5

What do you like best about Nutshell?

Nutshell works great for our organization because it is so easy to use and very simple to learn. It has the features we need for a CRM that works well, but doesn't overwhelm. They have a great support team whenever we've needed assistance and they even allow feedback for future changes and updates. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nutshell does not flex specifically to our industry, which can be a little bit of a challenge. 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 Nutshell is helping you track sales and team performance!

For assistance customizing Nutshell for your team's needs, feel free to reach out to our support team and they'll be happy to work with you! Contact them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support

Best,

Jewell from Nutshell

Verified User in Higher Education

Mid-Market (51-1000 emp.)

10/11/2024

"Previous Nutshell customer"

1/5

What do you like best about Nutshell?

Easy to import contacts and new information. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Not user friendly, difficult to track, no mapping feature, clunky dashboards/tracking. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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We're sorry to hear about your negative experience with Nutshell and appreciate you bringing your concerns to our attention. We're always looking to make Nutshell the best CRM, and your experience isn't what we want for our customers.

If you're looking for more information on tracking leads in Nutshell and using our mapping feature and dashboards, these support articles have some helpful steps for making the most of Nutshell: https://support.nutshell.com/en/articles/8428940-maps-in-nutshell-view-people-companies-and-leads-on-a-map, https://support.nutshell.com/en/articles/8429097-how-to-use-the-dashboard.

Our support team would be happy to share more information about your specific needs and provide assistance to resolve any further issues. You can contact them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support.

Sincerely, Jewell from Nutshell

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

1/15/2024

"Decent solution, but a little challenging to use"

3/5

What do you like best about Nutshell?

Features and price - but, the features aren't always what we hoped they would be, although it is easy to use. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Seems like it doesn't ever quite do what we need it to do. For example, I want to be able to keep my emails private and only have specific ones save to the CRM. It doesn't seem to be able to do that. We have to regularly reach out to a rep to find out if we can make the CRM do something that we need it to. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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We're sorry to hear you're having difficulty using Nutshell. You can select which emails to keep private and which to share with team members by visiting the email sync settings tab in Nutshell. You can read more about keeping your emails private in our support article here: https://support.nutshell.com/en/articles/8428957-how-do-i-hide-and-share-emails.

And if you're still having difficulty or need assistance, our support team is always happy to help! Contact them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support.

We hope we can continue helping your business grow!

Sincerely, Jewell from Nutshell