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

(5)

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Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

4/23/2024

"User friendly CRM"

3.5/5

What do you like best about Nutshell?

Nutshell is very easy to use and quite intuitive, it also has many native integrations Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I'm aware that the primary targeted users are businesses, but I work for an non-profit, so some additional features or customization for people who are not using it to bring in sales would be useful 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 you find Nutshell easy to use and that it's helping you track your organization's members and users!

Thank you for sharing your feedback about making Nutshell more user-friendly for non-profits, too. We're always striving to make Nutshell the best CRM for our customers, and I'll be sure to share your thoughts with our product development team.

All the best,

Jewell from Nutshell

Yorke L.

Small-Business (50 or fewer emp.)

11/14/2023

"Good online - Poor Mobile service"

2.5/5

What do you like best about Nutshell?

Leads page is easy to use

Easy to track individual customers history

Easy to tag and communicate within the organisation

Easy to rate prospect and customer performance

Love the new "star" for coms

Easy to template, email and text customers about new lines and specials Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Very poor mapping ( location ) and mobile compatability

Interface can be clunky

No leaderboard for different kinds of interactions

Email notifications dont always include the customer name

No direct integration with work emails outbound - nutshell needs to be cced in

Poor third party cross compatability Review collected by and hosted on G2.com.

Ben B.

Small-Business (50 or fewer emp.)

1/16/2024

"Nutshell Review"

5/5

What do you like best about Nutshell?

I have used Nutshell for the past 6 months and loved my experience. The setup is easy and the functionability is great. I would recommend Nutshell to anyone who is searching for a CRM that will not charge you an arm and a leg. Customer Support is great to work with as well. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I cannot think of any downsides to Nutshell. They did not have the ability to have a calender that you could schedule but they now have that feature. 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, Ben! We're glad to hear our contact and pipeline management features, support team, and meeting scheduler tool are meeting your needs! We hope we can continue helping your team reach their goals!

Cheers, Jewell from Nutshell

Matthew F.

Business Development Manager

Small-Business (50 or fewer emp.)

2/8/2024

"Good Product W/ Lots of Features"

4/5

What do you like best about Nutshell?

I like the flexibility that Nutshell offers. There's alot to unpack in there. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The product didnt feel straightforward at first. It took some time to actually understand how things are structured. 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! We're glad to hear it's helping you keep track of leads!

Cheers,

Jewell from Nutshell

Verified User in Consulting

Mid-Market (51-1000 emp.)

2/7/2024

"Loyal invested customer"

4/5

What do you like best about Nutshell?

The happy simple optics, excellent inventory of training videos and articles around most topics, accessibility of the team to help Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Integration with Constant Contact was not well tested before made live and available; need to have onboarding session where guidelines can be given around custom field choices, overall architecture, onboarding for Nutshell Pro would help navigate decision making for customers...its very easy to go wrong without a little initial guidance. 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 happy to hear you're finding Nutshell easy to use and that you're getting a lot out of our VisitorIQ feature!

We're always striving to make Nutshell the best CRM for our customers and I'm personally involved in a project surrounding the new customer onboarding experience, so I'll share your excellent suggestions with the rest of the team!

We look forward to seeing how Nutshell continues to help your business grow!

Best,

Jewell from Nutshell

James D.

Small-Business (50 or fewer emp.)

2/8/2024

"The overall experience is great!"

3.5/5

What do you like best about Nutshell?

I liked the customer company profile and individual customer profiles Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Searching for a part number was a little bit of a task. This may have been user error. But I would like to have a part number search. 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, James! We're glad to hear Nutshell is helping you track interactions with customers and maintain useful customer profiles! If you need assistance customizing Nutshell to your company's needs or syncing Nutshell with your other software, give our support team a shout here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support.

Best,

Jewell from Nutshell

Verified User in Insurance

Small-Business (50 or fewer emp.)

3/14/2024

"Lots of power and functionality for a great price"

5/5

What do you like best about Nutshell?

It's a pretty clean and easy user interface. Really like the kanban option for pipelines as I think it makes leads easier to manage. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I would like a little more functionality in terms of creating views or reports from custom fields, but they are constantly updating so that my come at some point. 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 so excited to hear Nutshell is helping your team manage leads and nourish customer relationships!

You can currently create custom reports using your company and lead custom fields! Learn more here: https://support.nutshell.com/en/articles/8428981-create-a-custom-report-nutshell-pro.

Best,

Jewell from Nutshell

Jan W.

Mid-Market (51-1000 emp.)

12/8/2023

"Great Sales Enablement Suite"

4/5

What do you like best about Nutshell?

First of all Nutshell offers an incredible customer service! Beyond that it´s a great tool for sales & marketing people. It was easy to implement it with our other tools and also onboarding of new collegues is super easy.

We use it on a daily base to keep up with our sales avtivities. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The only improvement in my oppinion could be with reporting, to make it more specific. Review collected by and hosted on G2.com.

Alyssa M.

Small-Business (50 or fewer emp.)

11/8/2023

"A CRM that WORKS for Sales People"

4.5/5

What do you like best about Nutshell?

Really intuitive and user friendly. I'm a year in to using it, but at no point have I struggled to figure out anything on the platform. It is all very intuitive, even for a new sales person like me. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The only thing that I wish Nutshell offered is a location sharing on the app where you could pull up leads/prospects close to you, when you are out and about and inevitably a meeting falls through or ends early Review collected by and hosted on G2.com.

Verified User in Manufacturing

Small-Business (50 or fewer emp.)

1/16/2024

"Nutshell Review"

5/5

What do you like best about Nutshell?

It is a great tool to keep track of all customer contacts & interactions. I am able to see who is opening emails. Also great to track closed leads & always know what my sales numbers are.

Lots of options to help you customize to suit your needs. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I would like to be able to create a sortable report that shows customers & orders (based on leads I have input) It may be something available to our admin but I cannnot find a way to do as a user. 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 happy to hear it's helping your team track contacts and interactions, and that you're finding the customization options helpful for your needs!

Our support team would be happy to assist you with creating the reports you need. You can reach out to them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support.

Cheers,

Jewell from Nutshell