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.

Verified User in Entertainment

Small-Business (50 or fewer emp.)

5/9/2024

"Taking the guesswork out of task automation."

5/5

What do you like best about Nutshell?

Nutshell provides tools that help me automate repetitive daily tasks allowing me to free up time to spend on more important issues. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Some products are considered add-ons to the core CRM product. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you so much for sharing your positive feedback about Nutshell! We're glad to hear Nutshell is helping you with task and email automation so you can get back to the most valuable tasks for your business!

Best,

Jewell from Nutshell

Danel E.

Product Development Manager

Government Relations

Mid-Market (51-1000 emp.)

1/16/2024

"Affect user experience"

0/5

What do you like best about Nutshell?

Nutshell's less user friendly interface and template options make it hectic to manage leads, relationships and communications. The integrations and clear visualizations needs to be provided by Nutshell. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I don't like the integration opportunities Nutshell provides, with Intercom. It consumes us an amount of time by the need to duplicate our work and notes. There are some limitations; the customization options need to prove useful for our industry and business type. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

We're sorry to hear about your negative experience using Nutshell, Danel, and want to help make it right. Besides our native integrations, we also offer thousands of integrations through Zapier, which you can browse here: https://www.nutshell.com/integrations-category/zapier. We hope you can find the integrations you need to help your team streamline your workflows and save time.

And our support team would love to help you connect your tech to Nutshell and tailor the platform to your needs. You can contact us here for more assistance: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. We hope we have the chance to improve your experience.

Sincerely, Jewell from Nutshell

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

3/7/2024

"Nutshell is great but has some issues."

4/5

What do you like best about Nutshell?

The most helpful part of Nutshell is the organization of leads. It is easy to find leads when properly tagged and it clearly shows who needs to be contacted. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The least helpful part of Nutshell is when you work duplicate leads. The system doesnt always see them as duplicates leading to cross communication. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your positive experience with Nutshell! We're excited to hear Nutshell is helping your team organize leads and communication!

If you're having trouble with duplicate leads, you can learn more about detecting and preventing them in these support articles: https://support.nutshell.com/en/articles/8428934-how-do-i-detect-and-merge-duplicate-companies-people-and-leads and https://support.nutshell.com/en/articles/8429037-prevent-duplicates-from-being-created-in-nutshell. And as always, feel free to reach out to our support team for further assistance!

Best,

Jewell from Nutshell

Jay M.

Manager

Small-Business (50 or fewer emp.)

3/7/2024

"Best CRM I've ever used"

5/5

What do you like best about Nutshell?

The ablity to customize tags and location for my customers. Easy to navigate both on desktop and mobile. Easy to integrate into our other systems including slack. I use it every day both in the office and on the road. Customer service is on point whenever I need anything. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I wish there was an app made for tablets that wasn't an Iphone app. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you so much for sharing your positive feedback about Nutshell, Jay! We're stoked to hear Nutshell is helping you track customers, integrate with other platforms, and stay connected whether in the office or on the road!

We're always working to make Nutshell the best CRM for our customers, so I'll be sure to share your feedback about the Nutshell app with our development team!

Best,

Jewell from Nutshell

Verified User in Consulting

Small-Business (50 or fewer emp.)

10/12/2023

"Nutshell = perfect CRM, pipeline management and email marketing platform for very small businesses"

5/5

What do you like best about Nutshell?

Nutshell doesn't have all the bells and whistles of Hubspot or Salesloft, and that's the point. It is a straightforward pipeline management/ CRM that can replace most of your average VSB owner's convoluted stack, for a low price. Their customer service is quick and helpful.

Having worked on much larger SaaS teams, in fact, I can confidently say that few effectively use tools outside of what Nutshell offers.

Integrations with Slack, PandaDoc, and Google Drive all work well.

It's fairly easy to get started/implement – they'll help! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nutshell is perfect for a very small business/most small businesses. I think the only thing I'd like to see them do is totally eschew enterprise. There are enough CRMs and platforms out there who market to enterprise and deprioritize the common folk like me :)

Also, it doesn't quite stick as a daily-login-even-when-not-selling platform – I still rely on Asana/ClickUp for that. They integrate with Asana, but not ClickUp! Review collected by and hosted on G2.com.

Verified User in Information Services

Small-Business (50 or fewer emp.)

2/12/2024

"Simple CRM with Great Support Staff"

4/5

What do you like best about Nutshell?

We're still learning our way around all the different features. but it's been fairly simple to learn the basic functions. The support staff is amazing and questions or concerns are answered promptly.

The webinars have been very helpful. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Would like different view options for the dashboard and other screens. The initial import from our former CRM created some headaches that we're still sorting out. Things like phone numbers and addresses didn't always translate properly in the import, data from the former CRM's Note fields were mostly lost. We're manually editing these things when we come across them. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your positive experience with Nutshell! We're glad to hear it's helping your team organize your contacts and that our support team has been helpful! We're always working to make Nutshell the best CRM for our customers, so we'll keep your suggestion about having different views for the dashboard in mind!

Cheers,

Jewell from Nutshell

Brian C.

Small-Business (50 or fewer emp.)

3/14/2024

"Nutshell is a CRM that is extremely easy to use."

5/5

What do you like best about Nutshell?

I love how easy to use Nutshell is. And like that you can tag other users. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The AI sometimes pulls wrong information. Also I wish that when I tagged a lead with a product/service I could tie it to an activity quota.

I wish that you could create a custom field where we could tag other people to keep track of referrals. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your positive experience with Nutshell, Brian! We're glad to hear Nutshell is helping you track your outreach and collaborate with your team members!

We're always working to make Nutshell the best CRM for our customers, so I'll be sure to share your suggestions and feedback about custom fields and activity quotas with our product team!

Best,

Jewell from Nutshell

Lina M.

Marketing Specialist

Mid-Market (51-1000 emp.)

8/18/2021

"Nutty for Nutshell!"

4.5/5

What do you like best about Nutshell?

As a marketer, data is everything! Our team has absolutely loved how easy it is to segment, filter, and analyze our sales data in a user-friendly way. I appreciate that Nutshell is staying up-to-date by adding in a client email campaign feature, too. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Hm. There are a few hard-coded areas that we would like to see more flexibility in. An example could be around the "Leads" area. Review collected by and hosted on G2.com.

Response from Edward Mannila of Nutshell

edit

Greetings Lina! I appreciate you taking the time to review Nutshell, and am delighted that the filters we have been aiding your team! We'd appreciate any feedback to help make our Leads better. Reach out to the support team with any ideas you have to improve the flexibility of leads 😄

Cam R.

Small-Business (50 or fewer emp.)

1/16/2024

"Our CRM for life."

5/5

What do you like best about Nutshell?

Feature-rich, great support, constant updates, automations, and ability to have API's and integrations Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Would like more direct integrations and options to change the interface and UI a bit more. The mobile App version is not very useful and is clunky / bad UI so we don't use it. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your positive experience using Nutshell, Cam! We're happy to hear it helps your team stay 100% on track with your sales objectives and hope it will continue helping you close more deals!

I appreciate your feedback about direct integrations, customizing the interface, and having a difficult experience with the mobile app. We're always striving to make Nutshell the best CRM it can be, so I'll share your feedback with our product development team.

Sincerely, Jewell from Nutshell

Cole W.

Small-Business (50 or fewer emp.)

7/25/2023

"Great easy to use CRM for small businesses and small teams"

4.5/5

What do you like best about Nutshell?

I like that it is really easy to use and enter data. It is also able to sync up with your email to easily track the history of all contact points with a lead. Also nutshell is very affordable which is great for smaller teams with a tight budget. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Sometimes it can be a little hard to search for people in the system and it can be easy to create duplicates. But nutshell does do a good job of flagging possible duplicate entries and makes it really easy to merge records. Review collected by and hosted on G2.com.

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

It is helping me manage and track all of my leads and notes on every conversation I have with potential clients. With how many people I speak to in a month it would be impossible for me to keep track of who said what and what each potential clients situation is. With Nutshell I can easily pull up their profile and see a history of all notes and email correspondence with the individaul in one easy to find place. Nutshell also helps me keep track of my sales numbers and projected sales for the next quarter. Review collected by and hosted on G2.com.